Resource / Working note

Evidence that stays
useful.

A simple structure for keeping policies, proof, owners, and review dates ready for the next customer conversation.

Build it around decisions

Evidence should answer
“how do you know?”

Name the person who can explain what the evidence proves and when it should be reviewed.

Include when a document, review, access check, or training record was completed and what it covered.

Link to the controlled source or agreed location instead of keeping multiple untracked copies.

Record gaps, compensating actions, and planned dates clearly. A known gap is easier to manage than a hidden one.

Use a calendar tied to customer reviews, internal governance, and the assurance objective.