1
Define the scope and covered personnel
Identify which employees, contractors, and device types the policy covers. Specify whether it applies to all staff or only those with access to sensitive data or regulated systems.
π‘ If your organization has both full-time employees and contractors, call each group out explicitly β contractors often fall into a gap if the policy says 'employees' only.
2
List approved device types and minimum OS versions
Enumerate supported platforms (iOS, Android, Windows, macOS) and the minimum OS version IT will support. Confirm the list with your IT team before publishing.
π‘ Set the minimum OS version one major version behind current β requiring the absolute latest creates friction without meaningfully improving security.
3
Define the mandatory security controls
List every required control β encryption, screen lock PIN length, 2FA enrollment, antivirus, and patch cadence β and assign a verification method for each (e.g., MDM compliance report, self-attestation).
π‘ Tie each control to a specific audit frequency, such as quarterly MDM compliance checks, so enforcement is built into the policy itself.
4
Specify approved and prohibited storage locations
Name the approved cloud storage and collaboration platforms (e.g., Microsoft 365, Google Workspace) and explicitly list personal accounts that are prohibited for company data.
π‘ Employees need a list of approved apps, not just a prohibition on unapproved ones β make it easy to comply by telling them exactly where to go.
5
Write the privacy and monitoring disclosure
Confirm with your MDM vendor exactly what data the tool collects, then draft the monitoring section to match reality. Include what IT can see, what it cannot see, and under what legal process it might access more.
π‘ Have your MDM vendor provide a written summary of collected data fields β use that document to draft accurate disclosure language rather than writing from memory.
6
Set the incident reporting timeline and wipe protocol
Define the exact number of hours an employee has to report a lost or stolen device. Confirm with IT whether your MDM supports selective wipe (corporate data only) versus full device wipe, and state which approach the company will use.
π‘ Selective wipe is strongly preferable from a privacy standpoint β if your MDM supports it, make this explicit in the policy to reduce employee resistance to enrollment.
7
Document the offboarding and reimbursement terms
Specify the timeline for access revocation and data removal on departure. If you offer a stipend, enter the dollar amount, what it covers, and the submission process.
π‘ Coordinate with HR and payroll on the stipend section before finalizing β reimbursement terms have compensation and tax implications that vary by jurisdiction.
8
Obtain employee acknowledgment signatures
Add a signature block or a link to a digital acknowledgment form at the end of the policy. Require all covered employees to sign before device enrollment is approved.
π‘ Store signed acknowledgments in each employee's HR file β this record is your primary defense if a violation escalates to a disciplinary or legal proceeding.