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How to Create a Security Policy

Learn how to create a clear, effective security policy to protect your organization and data with this step-by-step guide.

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Reviewed by Jeff Harms

Director, Advisory Services at OCD tech

Updated Oct, 9

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How to Create a Security Policy

 

Quick Overview

 

Creating a security policy means identifying your organization’s crucial assets and risks, then establishing clear rules and procedures to protect them. This involves setting responsibilities, outlining safe practices, and planning for incidents.

 

How to Create a Comprehensive Security Policy

 

A security policy is a written document that explains how your organization protects its digital and physical assets. It sets out clear guidelines, responsibilities, and procedures, forming a roadmap for preventing and responding to cyber threats.

Consider these key steps:

  • Define the Scope and Objectives: Identify which assets (like computers, data, and networks) need protection and clarify what you want the policy to achieve.

  • Conduct a Risk Assessment: Evaluate the potential threats and vulnerabilities that could affect your assets. This helps prioritize the measures you need to take.

  • Establish Roles and Responsibilities: Designate team members and departments responsible for implementing and maintaining security measures. Clear assignment helps ensure accountability.

  • Set Clear Rules and Procedures: Write down the specific guidelines for using IT resources, accessing data, and handling sensitive information. Also, define what to do if a security incident occurs.

  • Implement Training and Awareness Programs: Regularly educate all employees about the policy and safe practices. Knowledgeable teams are a key line of defense against cyber threats.

  • Review and Update Regularly: Technology and threats change quickly. Regular reviews help ensure your policy stays effective and adapts to new security challenges.

  • Ensure Compliance and Enforcement: Develop methods to monitor adherence to the policy. Clear consequences for non-compliance help maintain its integrity and effectiveness.

Following these steps will result in a policy that not only protects your systems but also fosters a culture of security within your organization. For additional insight or assistance in assessing your organization's readiness, our colleagues at OCD Tech offer valuable consultation services.

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Frequently asked questions

What services does OCD Tech provide?

OCD Tech offers a comprehensive suite of cybersecurity and IT assurance services, including SOC 2/3 and SOC for Cybersecurity reporting, IT vulnerability and penetration testing, privileged access management, social engineering assessments, virtual CISO (vCISO) support, IT general controls audits, WISP development, and compliance assistance for frameworks like CMMC, DFARS, and FTC Safeguards.

Which industries does OCD Tech serve?

OCD Tech specializes in serving highly regulated sectors such as financial services, government, higher education, auto dealerships, enterprise organizations, and not-for-profits throughout New England.

How long does an IT security assessment take?

Typically, OCD Tech’s on-site work spans 1–2 days, depending on complexity and number of sites, followed by 1–2 weeks of analysis and reporting to deliver clear, actionable recommendations.

Why should I get SOC 2 compliant?

SOC 2 reporting demonstrates to clients and prospects that an organization follows best-in-class controls over security, availability, processing integrity, confidentiality, and privacy—boosting trust, meeting RFP/due diligence requirements, and helping secure contracts. OCD Tech helps organizations achieve and maintain this compliance.

Can OCD Tech help me with federal cybersecurity regulations?

Yes—OCD Tech provides guidance for compliance with DFARS (NIST 800‑171), CMMC (Levels 1–3), and FTC Safeguards, ensuring organizations meet specific government or industry-based cybersecurity mandates.

What is a virtual CISO (vCISO), and do I need one?

A virtual CISO delivers strategic, executive-level cybersecurity leadership as a service. OCD Tech’s vCISO service is ideal for organizations lacking a full-time CISO and helps build programs, define policy, oversee risk, and guide security maturity.

Does OCD Tech offer ongoing security training or audits for staff?

Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.

Audit. Security. Assurance.

IT Audit | Cybersecurity | IT Assurance | IT Security Consultants – OCD Tech is a technology consulting firm serving the IT security and consulting needs of businesses in Boston (MA), Braintree (MA) and across New England. We primarily serve Fortune 500 companies including auto dealers, financial institutions, higher education, government contractors, and not-for-profit organizations with SOC 2 reporting, CMMC readiness, IT Security Audits, Penetration Testing and Vulnerability Assessments. We also provide dark web monitoring, DFARS compliance, and IT general controls review.

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25 BHOP, Suite 407, Braintree MA, 02184

844-623-8324

https://ocd-tech.com

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