1
Define the scope and identify all covered parties
List every role β employees, contractors, vendors, interns β that accesses company systems from outside company premises. Confirm which systems and data types fall within scope.
π‘ Check your vendor contracts to confirm whether third-party access to your systems is already governed by their own security policies, so you avoid conflicting obligations.
2
Inventory approved devices and set the security baseline
Decide whether personal devices are permitted (BYOD) or only company-issued devices are allowed. For each permitted device type, document the minimum required configuration: encryption, endpoint protection, OS version, and screen lock.
π‘ If you allow BYOD, consider a mobile device management (MDM) tool that can enforce baseline settings and remotely wipe company data without touching personal data.
3
Specify VPN and network requirements
Name the approved VPN tool and state exactly when its use is mandatory β not just recommended. Add prohibited network categories (public Wi-Fi without VPN, open hotspots) and the minimum home router encryption standard.
π‘ Link the VPN policy to your data classification scheme: Confidential and Restricted data always require VPN; Internal data may not β this avoids blanket rules that slow down low-risk tasks.
4
Set authentication requirements for every system
List each platform employees access remotely β email, VPN, cloud storage, SaaS tools, internal systems β and confirm MFA is enabled on each. Set password length and complexity minimums and document the credential-sharing prohibition.
π‘ A password manager approved and funded by the company removes the most common excuse for weak or reused passwords.
5
Map data handling rules to your classification levels
For each classification level (e.g., Public, Internal, Confidential, Restricted), write one concrete rule for storage, one for transmission, and one for disposal. Employees need specific actions, not general principles.
π‘ Name the approved cloud storage platform explicitly β 'company-approved storage' is too vague and leads to employees defaulting to personal Dropbox accounts.
6
Write the incident reporting procedure with a named contact and a time limit
Define what events must be reported (lost device, phishing click, unauthorized login, malware detection), state the reporting window in hours, and provide the exact contact β name, email, phone, or ticketing URL.
π‘ A 24-hour reporting window is standard; for regulated industries handling personal health or financial data, 4 hours is a more defensible threshold given breach-notification obligations.
7
Add the employee acknowledgment and schedule training
Attach a one-page acknowledgment form (Schedule A) that the employee signs before starting remote work. Set the training cadence β new-hire completion window and annual refresh β and name the training platform.
π‘ Store signed acknowledgments in the employee's HR file, not in a shared drive folder β disciplinary actions and audits both require producing the signed original quickly.