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Live Training Roadmap: What to Take & When

J
Written by Jaquez Hodo
Updated this week

New to Vanta or ready to level up?

Our live training sessions are designed to meet you where you are. This roadmap shows which sessions to take, in what order, and why. Think of it as your own personal compliance quest complete with checkpoints and power-ups.

Training Path

Step

Training

Description

1

Learn the fundamentals, integrations, and platform basics

2

Automate your manual workflows with your "Digital Twin."

2

Write, manage, and collaborate on policies with confidence

3

Manage onboarding, offboarding, and access

4

Streamline vendor reviews and third-party risk

5

Identify, assess, and mitigate risks

6

Get fully prepped for a successful audit

7

Showcase your security and automate trust-building


Vanta Essentials: Your Compliance Launchpad

Start here. This foundational session is designed for new customers and teams getting started with Vanta.

In this interactive session, you’ll learn the fundamentals of how Vanta works, beginning with the platform’s foundations and how evidence collection plays a critical role. You’ll explore how integrations and automation streamline compliance efforts, discover how to implement and manage policies, and navigate your account settings for a tailored experience. The session wraps with a live Q&A so you can get real-time answers from our team.

Why take this training?

You’ll understand the core functionality of Vanta and how the pieces fit together to support your compliance goals.


Vanta AI in Practice

Start your automation journey here. This intermediate session is designed for customers who have completed Essentials and are ready to supercharge their efficiency using Vanta’s intelligence layer.

In this interactive session, you'll learn how to move from being a "human search engine" to a strategic leader. We’ll dive into how the Vanta Agent can troubleshoot failing tests, perform real-time policy gap analysis, and vet vendors in seconds. You'll also see how to automate the "Final Boss" of the sales cycle: the security questionnaire.

Why take this training? By mastering Vanta AI early in your journey, you reduce the manual effort required for every subsequent step in the roadmap. Learn to automate the "scramble" so you can focus on building a world-class security program.

Prerequisite: Vanta Essentials


Policy Writing Workshop: Get It in Writing

Take your first step toward documentation success. This beginner-friendly session walks you through the policy-writing process in Vanta.

In this session, you’ll explore why policies matter to your security program, learn best practices for writing clear and effective policies, and understand how to manage and collaborate on them directly in Vanta. We’ll also include a live writing exercise to help you put concepts into practice, followed by an open Q&A with our GRC expert.

Why take this training?

Strong policies are the foundation for compliance. This session helps you write, edit, and manage them collaboratively.


Personnel Security & Access Reviews Workshop: Manage People & Access

With your policies in place, it’s time to focus on the people in your organization. Learn how to securely manage onboarding, offboarding, and access control.

This session shows you how to use integrations for managing personnel, set up user groups and task lists, and build smooth onboarding and offboarding workflows. You’ll also learn how to conduct access reviews that keep your organization secure. A live Q&A rounds out the training to address your team’s specific needs.

Why take this training?

Ensuring the right people have the right access at the right time is key to both security and audit success.


Third-Party Risk Reviews Workshop: Intake to Decision

This training helps you gain visibility and control over your vendors and third-party tools.

In this session, you’ll learn how to identify and catalog all third-party applications used in your organization, manage vendors and procurement workflows, and initiate vendor security reviews. We’ll walk through requesting and storing necessary security documentation and how to communicate your decisions with internal stakeholders effectively.

Why take this training?

External risk is internal risk. Use this training to implement a smart, efficient vendor review process.


Risk Lifecycle Workshop: Register, Prioritize & Remediate

Take a proactive approach to identifying and managing risk within your organization using Vanta’s Risk Management features.

This session explores how to define risk and understand the key concepts that guide assessment. You’ll walk through realistic risk scenarios, learn to navigate the Risk Management tool within Vanta, customize the settings to reflect your organization’s needs, and implement strategies to manage and mitigate risk over time.

Why take this training?

This session equips you to turn risks into opportunities for smarter, stronger security.


Audit Readiness Simulation: Plan, Prep & Prove

Get expert-backed guidance on how to prepare for your audit using Vanta’s tools and processes.

You’ll learn how to start your audit process within Vanta, what key items need to be completed before your audit window, and how to use our proven audit readiness checklist to stay on track and organized throughout.

Why take this training?

We’ve supported thousands of successful audits. This session brings all that knowledge to you.


Trust Center Launch Lab: Publish Once, Share Everywhere

This session shows you how to turn your compliance work into a powerful trust-building tool with Vanta’s Trust Center and Questionnaire Automation features.

You’ll gain an understanding of the principles of trust management, learn how to create powerful executive reports, and see how to build and launch your own Trust Center to proactively share your security posture with customers. We’ll also explore how to distribute your Trust Center effectively and automate security questionnaires using AI to save your team time and effort.

Why take this training?

Compliance is about more than checking boxes. This session helps you tell a clear, compelling story about your security posture.


Not sure where to start? Try this: