1
Define scope and identify covered roles
List every category of worker who accesses company systems remotely β full-time employees, part-time staff, contractors, and third-party vendors. Confirm whether BYOD is permitted or only company-issued devices are allowed.
π‘ Check your vendor and contractor agreements before finalizing scope β some third-party access is governed by separate agreements and may need to be carved out or cross-referenced.
2
Set device and endpoint security standards
Specify the minimum OS version, required endpoint protection software, encryption settings, and screen lock timeout for every device category covered by the policy.
π‘ Align your minimum OS version requirement with the vendor's active support window β requiring an OS version the vendor no longer patches defeats the purpose of the control.
3
Define VPN and network access rules
State explicitly when VPN is mandatory, which network types are prohibited (public Wi-Fi without VPN), and the minimum home network encryption standard (WPA2 or WPA3).
π‘ If your workforce uses cloud-only tools with no on-premises systems, consider a split-tunnel VPN policy β routing all traffic through VPN on cloud-heavy teams degrades performance with minimal security benefit.
4
Document your data classification tiers and handling rules
List each data classification level used by your organization, give employees a concrete example of what data belongs to each tier, and state the handling rule β storage location, transmission method, and disposal method β for each.
π‘ Two to four tiers (public, internal, confidential, restricted) are sufficient for most small to mid-size businesses β more tiers create confusion and reduce compliance.
5
Set authentication and password requirements
Specify minimum password length and complexity, list every system that requires MFA, and state the approved MFA method (authenticator app preferred over SMS for higher-risk systems).
π‘ Name specific systems that require MFA β 'all company systems' is too vague. Employees need a checklist they can verify against.
6
Add physical security and workspace rules
Write rules for screen visibility in shared spaces, physical document storage and disposal, and conduct during sensitive calls or video meetings from home.
π‘ A simple rule β 'position your screen so it cannot be seen from doorways or windows when displaying confidential information' β is more actionable than a vague 'maintain workspace privacy.'
7
Define the incident reporting process
Provide a named contact or dedicated email address for incident reports, set the maximum reporting window (2β4 hours for device loss, 24 hours for suspected phishing), and describe the first steps employees should take while waiting for IT response.
π‘ Include a short list of what not to do β don't wipe a device before IT can forensically image it, don't change passwords without IT guidance β to prevent well-intentioned employees from destroying evidence.
8
Attach the acknowledgment form and set a training schedule
Add a Schedule A acknowledgment form employees sign at onboarding and annually. Define the training module, delivery method, and completion deadline.
π‘ Store signed acknowledgment forms in your HR system tied to each employee record β you will need them if you ever take disciplinary action for a policy violation.