Risk Review Meeting Minutes Guide

Quarterly risk committee minutes tied to SOC-030 risk register and COR-014 acceptances.

risk review meeting minutes template preview (SOC-019)
.docx SOC-019

Risk Review Meeting Minutes

Quarterly risk committee minutes tied to SOC-030 risk register and COR-014 acceptances.

How to Fill Out This Risk Review Meeting Minutes

Risk review meeting minutes template — Record risk review meetings — supports CC3 and COR-003 risk program.

Recommended Owner: Security Lead | Risk committee chair

What this file is for

Document purpose

Risk committee meeting minutes supporting CC3 and COR-003.

In your program: Update SOC-030 in the same week; reference COR-014 for accepted risks.

Before you start

Getting Started

  • Enable Editing in Word; replace `[` placeholders and delete gray examples.
  • Cross-check dates, owners, and metrics with Phase 1–2 trackers (SOC-003, SOC-010, SOC-013, SOC-030).

Document tour

Fill out the file section by section

Work through the sections below in order. Each block matches a heading or tab in the downloaded SOC-019 file.

1. Attendees
  • Include risk owners for top 5 risks when possible.
  • After editing 1. Attendees, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
2. Risk Scoring Reference
  • Confirm scales match SOC-030 Rating Key — do not change mid-year without documenting here.
  • After editing 2. Risk Scoring Reference, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
3. Previous Action Items Review
  • Close or reschedule every open risk action from last minutes.
  • After editing 3. Previous Action Items Review, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
4. Risk Register Snapshot
  • Paste or summarize counts by residual rating from SOC-030 Dashboard.
  • After editing 4. Risk Register Snapshot, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
5. Risk Register Changes Since Last Meeting
  • Document rating changes, new threats, and closed risks with rationale.
  • After editing 5. Risk Register Changes Since Last Meeting, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
6. New Risks Identified This Quarter
  • Assign Risk ID consistent with SOC-030 numbering before filing minutes.
  • After editing 6. New Risks Identified This Quarter, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
7. Accepted Risks (COR-014)
  • List COR-014 form IDs, expiry dates, and compensating controls discussed.
  • After editing 7. Accepted Risks (COR-014), search for `[` placeholders and gray sample names — auditors flag incomplete templates.
8. Risk Landscape Discussion
  • External changes (new product, M&A, regulator) affecting inherent risk.
  • After editing 8. Risk Landscape Discussion, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
9. Action Items
  • Owner and due date per item; link SOC-030 treatment plan updates.
  • After editing 9. Action Items, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
10. Next Meeting
  • Date and planned focus areas.
  • After editing 10. Next Meeting, search for `[` placeholders and gray sample names — auditors flag incomplete templates.
11. Approval
  • Risk committee chair sign-off.
  • After editing 11. Approval, search for `[` placeholders and gray sample names — auditors flag incomplete templates.

SOC 2 Mapping

  • Reference CC3 criteria; no fill required.
  • After editing SOC 2 Mapping, search for `[` placeholders and gray sample names — auditors flag incomplete templates.

Quality check

Before You Finalize

  • Section 4 snapshot matches SOC-030 export dated at meeting.
  • Section 7 lists every open COR-014 with expiry.

Evidence

Where to Store It

  • Store the completed file in your compliance evidence folder (signed PDF for policies).
  • Register the document in COR-013 with version, owner, and next review date.
  • Link the file from your evidence index or SOC-005 project plan when you use Phase 3 trackers.

Next Steps

After customizing Risk Review Meeting Minutes:

  1. 1Complete the file: Finish every section or tab in SOC-019.
  2. 2Register: Add version and owner to COR-013.
  3. 3Operationalize: Train owners listed in the document.
  4. 4Evidence: Keep exports auditors can sample during fieldwork.