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IT policies and procedures template

IT policies and procedures template

Create structured, reliable IT policies with this comprehensive template, designed to guide you through essential areas like asset management, data security, and compliance.

Use this template
or download pdf
IT policies and procedures template

Create structured, reliable IT policies with this comprehensive template, designed to guide you through essential areas like asset management, data security, and compliance.

Use this template
or download pdf

About the IT policies and procedures template

From managing data security to setting clear use guidelines, a robust IT policies and procedures template supports seamless operations in any company. This resource is built for IT managers and department heads looking for an organized approach to IT governance, with team roles, security standards, and hardware and software management practices all on point.

Create and document IT policies efficiently

This IT policies and procedures template provides a structured approach to documenting your organization’s specific protocols, covering essentials like asset management, data security, and access control. Each section guides you through creating clear, actionable policies that align with your IT goals, helping you translate complex requirements into a concise framework.

With organized sections and prompts, it’s simple to capture your unique practices, building a tailored resource that promotes clarity, accountability, and consistency. This template keeps your documentation process efficient and intuitive, so you can focus on implementation without getting bogged down by the details.

Key elements of the IT policies and procedures template

This template is organized into five main sections, each focusing on critical aspects of IT management:

  1. General policies: This foundational section sets the stage with your IT department’s mission, roles, and asset management protocols. Establishing these core guidelines ensures alignment with your company’s goals and keeps everyone’s responsibilities clear.
  2. Hardware and software management: Covering the entire lifecycle—from procurement to disposal—this section ensures effective oversight of IT assets. By tracking software updates, hardware lifespans, and licensing compliance, you maintain reliable and cost-efficient resources.
  3. IT service management: Here, you set service standards with policies for incident response, change management, and service level agreements (SLAs). These protocols guarantee a consistent approach to handling IT requests and maintaining high service quality.
  4. Information security: Protecting sensitive data is critical. This section defines access controls, data encryption, and incident response plans, helping you secure assets and mitigate security risks across the board.
  5. Compliance and governance: Detailing compliance requirements and audit procedures, this section keeps your organization aligned with regulatory standards. With a robust governance framework, you can minimize risk while upholding accountability at every level.

Download Lumiform’s IT policies and procedures template today

Gain a structured approach to IT management with this policies and procedures template. With ready-to-fill fields covering everything from data security to asset tracking, you’ll have a robust framework at your fingertips, helping you capture essential details with ease. Streamline operations and focus on what matters most as the template guides you through setting roles, service standards, and compliance checks.

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Preview of the template
Page 1
General Policies
IT department mission and goals
IT department organizational structure
IT department roles and responsibilities
IT asset management policy
Data backup and recovery policy
IT security policy
Software licensing and usage policy
Acceptable use policy for IT resources
Bring your own device (BYOD) policy
Hardware and Software Management
Hardware procurement and life cycle management
Software acquisition and management
IT equipment disposal policy
Software patching and updates policy
IT asset inventory and tracking
IT Service Management
IT Service Desk policy and procedures
Incident management policy
Problem management policy
Change management policy
Release and deployment management policy
IT service level agreements (SLAs)
Information Security
Information security policy
Access control policy
Password policy
Data classification and handling policy
Encryption policy
Incident response and breach notification plan
Vulnerability management policy
Logging and monitoring policy
Compliance and Governance
IT compliance requirements
IT risk management policy
IT audit policy and procedures
IT governance structure and framework

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Policies and procedures: An essential guide for businessesCyber security essentials: An IT manager's guide to protecting your organization onlineDigitalization Guide: Strategies for modernizing your business operations
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Policies and procedures softwareCompliance audit softwareRisk assessment software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

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Frequently asked questions

What are standard IT policies?

Standard IT policies cover fundamental areas like data security, access control, acceptable use, and backup and recovery. These policies provide a foundation for IT management by establishing guidelines for handling sensitive information, defining user permissions, and outlining data storage and backup procedures.

What’s the difference between IT asset management and IT inventory tracking?

IT asset management focuses on the lifecycle of IT resources—from acquisition to disposal. It includes maintenance, cost, and usage data to help with strategic planning. IT inventory tracking, however, deals with monitoring physical assets in real-time, such as location and status, to prevent loss or unauthorized use.

What’s the best way to handle policy updates across teams?

Effective policy updates require clear communication and a straightforward process. First, notify relevant stakeholders about any changes and provide a summary of updates. You can use Lumiform to manage and track policy changes centrally, allowing easy access for all team members and ensuring updates are applied consistently across departments.

What’s included in a good IT incident response plan?

A strong IT incident response plan includes clearly defined roles, a communication strategy, and a step-by-step guide to addressing incidents. Start with detection methods, then move to containment, eradication, and recovery steps. It’s essential to document each incident phase for reviewing processes and minimizing the risk of future occurrences.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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