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No-Fluff Policy Creation Checklist

  • Mar 17
  • 1 min read

Service Area: Strategic Leadership

Policies only protect you when they reflect reality, assign ownership, and are reviewed on a schedule.

  • Purpose: Stated in 1–2 sentences.

  • Scope: Defines who/what/where (employees, contractors, vendors; systems/data; locations/cloud).

  • Framework mapping: Mapped to your target(s) (NIST CSF, ISO 27001, CIS Controls, PCI-DSS, SOC 2).

  • Control language: Uses must/shall; no “strive/aim/best effort” statements.

  • Reality check: Every stated control is enforceable in your current environment (configs, tooling, process).

  • Ownership: Named policy owner by role (e.g., CISO/CTO) with authority to enforce.

  • Approvers: Defines required approvers (security, legal, HR, IT) as applicable.

  • Audience & accessibility: Published where the affected workforce can actually access it.

  • Exceptions: Documented exception process (request, risk acceptance, expiration, compensating controls).

  • Enforcement: Consequences for non-compliance are explicit and actionable.

  • Related documents: Clear links to standards/procedures that define the “how.”

  • Third-party coverage: Vendor/contractor requirements are included (or referenced) and enforceable.

  • Data handling: Classification + handling requirements (storage, transmission, retention, disposal).

  • Identity & access: Account lifecycle + MFA requirements for external-facing/admin access.

  • Logging & monitoring: Minimum logging + review expectations are defined (who reviews, how often).

  • Incident handling: Incident reporting expectations and escalation path are stated.

  • Review cadence: Last reviewed date + next review date (at least annually).

  • Trigger updates: Required updates after incidents, major tech changes, mergers, or regulatory changes.

  • Version control: Version history with change owner, date, and rationale.

Need policies that stand up in audits and hold up during incidents? Contact Red Spider Security to build or assess a lean, defensible policy set: https://www.redspidersecurity.com

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