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ISO 27001, SOC 2, the DPDP Act and manual VAPT. Book a Free Scoping Call

Scoping checklist

ISO Programme Scoping Checklist: What to Have Ready Before the Call

Before scoping an ISO/IEC 27001:2022 programme, or ISO 27701, ISO 22301 or ISO 42001, have ready the boundary you want certified, the sites and headcount inside it, what management system or controls already exist, the date you need a certificate by and why, and whether you have chosen a certification body. Those are the things that set the size of the work. SecureRoot uses them to agree a written scope and a fixed price after one call of 30 to 45 minutes. No credentials, keys, personal data or customer datasets are needed at scoping.

Start here

Which standard, and who is asking

  • The standard or standards you are aiming for, and who asked: a customer, a tender, a regulator's expectation or your own board.
  • The exact wording of the request if you have it, since a customer asking about information security, personal data, continuity or AI governance points to a different standard.
  • Whether you want more than one. The ISO management system standards share a structure, so risk assessment, internal audit and management review can run once, and certification bodies commonly audit ISO 27001 together with another standard, which reduces audit days.

Scope

The scope boundary

The boundary is the single biggest lever on cost and effort, and it is the one you fully control. It can be one product, one business unit or the whole company, as long as it is coherent and you can defend it to an auditor and a customer reading the certificate.

  • The products, services or business units you want inside the boundary, and what you would leave out.
  • The systems that support them: main applications, cloud accounts, offices and data centres.
  • Outsourced functions inside the boundary, such as hosting, development, IT support or payroll.

Size

Sites and headcount

  • Every site inside the boundary, including home-based or remote teams, with the city it is in and what happens there.
  • Headcount inside the boundary, split into employees and contractors. Training, access reviews and role definitions scale with people, and certification bodies price audit days partly on organisation size.

For ISO 27001, SecureRoot's published total to certificate is ₹1.5 lakh to ₹8 lakh, covering our programme and the certification body's Stage 1 and Stage 2 audit, which you contract and pay directly. A single office with one product sits near the bottom of that band; a multi-location operation starting from nothing sits near the top.

Starting point

What already exists

  • Any current certificate (ISO 27001, ISO 9001 or another), its certification body and its scope.
  • Policies and procedures in use today, and whether they are approved and followed.
  • A risk register, asset inventory or Statement of Applicability, even a partial one.
  • Controls already operating: access reviews, change management, incident handling, vendor reviews, backups.
  • Internal audits or management reviews held, and recent penetration test or audit reports.

Other ISO programmes

Extra items for ISO 27701, ISO 22301 and ISO 42001

  1. 01

    ISO 27701 (privacy information management)

    Whether you act as a controller, a processor or both, and the main processing activities and data flows in scope, described by category rather than by sending data. Say whether you hold or are building ISO 27001, since building both on one control set usually lowers the total. SecureRoot also helps you choose a certification body accredited for ISO 27701.

  2. 02

    ISO 22301 (business continuity)

    The critical activities and services you would need to restore first, the sites and business units involved, any existing disaster recovery or continuity plans, and any recent exercises. If you are a regulated entity, say which regulator's continuity expectations apply to you.

  3. 03

    ISO 42001 (AI management)

    A rough list of the AI systems you build, provide or use, including third-party AI tools staff rely on, and whether you are a provider, a deployer or both. Say whether you want to certify one product or the whole organisation; a narrow first scope is common.

The current editions are ISO/IEC 27701:2025, ISO 22301:2019 and ISO/IEC 42001:2023. ISO lists ISO 22301:2019 as due for revision, so ask whether a new edition could land during your programme.

These three are priced after scoping rather than from a published band. The certification body's two-stage audit is paid by you, and SecureRoot's published timeline for each is four to six months to a first certificate.

Timing

Target date and certification body

  • The date you need the certificate by, what depends on it, and whether it is firm.
  • Whether you have chosen an accredited certification body, have quotes, or have not started. If chosen, its name and any audit dates already offered.

SecureRoot's published timeline for ISO 27001 is four to seven months to a first certificate. Accredited bodies set their own audit availability, so booking early matters. SecureRoot commits to dates after the gap assessment.

Not needed

What you do not need to send

No credentials, keys, personal data or customer datasets are needed at scoping. Do not send passwords, API keys, tokens, production data, employee records or customer records. Names, counts and categories are enough to scope the work.

Scope boundaries

What this does not cover

  • SecureRoot is not an accredited certification body and does not issue ISO certificates; an accredited certification body does, after its own audit.
  • A scoping call produces a written scope and a price, not a gap assessment.
  • Preparation does not guarantee certification; the certification body decides.
  • Your own team's time producing evidence and running the management system sits outside every quote.

Primary Sources

Where the Figures on This Page Come From

Figures and requirements above are taken from the sources below, linked to the primary text wherever one exists rather than to a summary of it.

Related

Have the checklist ready?

Bring it to a 30 to 45 minute call. SecureRoot follows with a written scope and a fixed price.