MSP Policy KitIT POLICY TEMPLATESFREE RESOURCEMSP Security Policy
Starter Checklist
A practical first-pass inventory for MSPs and IT managers.
- ☐Inventory
List current security policies and their owners.
- ☐Access
Document MFA, privileged accounts, passwords, and account recovery.
- ☐Acceptable use
Set clear device, remote work, personal device, and internet usage rules.
- ☐Incident response
Define reporting, triage, escalation, containment, and communication roles.
- ☐Backups
Record backup ownership, schedules, retention, restore testing, and recovery priorities.
- ☐Network
Maintain asset inventories, diagrams, and change history.
- ☐Third parties
Track vendor access, agreements, security review, and offboarding.
- ☐AI governance
Decide which AI tools and agent actions are authorized, monitored, or restricted.
- ☐Training
Determine how team members are informed and acknowledge key policies.
- ☐Maintenance
Set an owner, approval date, review interval, and exception process for each document.
Use this checklist as a planning aid, not as a substitute for a tailored compliance assessment or legal review.