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Security policies and procedures template

Security policies and procedures template

Protect your organization with the help of this policies and procedures template, which allows you to document, implement, and manage essential security measures.

Use this template
or download pdf
Security policies and procedures template

Protect your organization with the help of this policies and procedures template, which allows you to document, implement, and manage essential security measures.

Use this template
or download pdf

About the Security policies and procedures template

This security policies and procedures template gives you and your team a roadmap to protect sensitive information, secure physical assets, and ensure a safe workplace environment. It’s a practical tool for organizing and communicating critical security steps and responsibilities, from daily practices to emergency responses. With this, you can document protocols across physical, information, and administrative security, helping reduce oversight gaps and keep your team aligned.

Key elements of a security policies and procedures template

Here’s a look at the main elements included in this customizable template:

  1. General information: This part gathers foundational details—such as your organization’s location and main points of contact—to ensure easy access and visibility. With information clearly laid out, it becomes much simpler to coordinate security efforts across teams.
  2. Physical security: This section covers entry points, lighting, surveillance, and restricted access areas, helping you define who can access your facilities and when. Well-defined physical security protocols reduce the risk of unauthorized access and make response times faster.
  3. Information security: Next, you’ll address secure handling of data, from password protection to data backups. By including steps to manage firewalls, restrict access, and educate employees on best practices, this section ensures that sensitive information stays safe.
  4. Administrative security: This component ensures that your security practices are well-documented and enforced. It covers roles, incident reporting, policy reviews, and background checks.

Why you should use a security policies and procedures template

With the security policies and procedures template, you have an organized way to check your organization’s security measures and streamline how to communicate these processes. This leads to a consistent framework for managing risks, training staff, and ensuring compliance with industry standards. The result? You reduce gaps in security and oversight errors and boost overall team accountability.

You also save time on setup while maintaining clarity. This template helps you easily integrate everything from physical security checks to administrative protocols, keeping your organization protected and your security process reliable and repeatable across teams.

Download Lumiform’s security policies and procedures template today

Equip your team with a comprehensive security framework. This security policies and procedures template allows you to organize physical, information, and administrative security tasks in one clear, accessible format. With this template, you’re prepared to conduct assessments, document findings, and keep your security measures consistent across locations and teams.

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Preview of the template
Page 1
General Information
Name of Organization
geolocation!!!
Point of Contact Name
Point of Contact Phone
Point of Contact Email
Physical Security
Are all entrances/exits secured and monitored?
Are all windows secured and locked when not in use?
Is there adequate lighting around the perimeter and in parking areas?
Are security cameras installed and operational?
Is access to sensitive areas restricted and logged?
Information Security
Are all devices protected with strong passwords?
Is data backed up regularly and stored securely?
Are firewalls and antivirus software installed and updated?
Is access to sensitive information restricted and logged?
Are employees trained on information security best practices?
Administrative Security
Are security policies and procedures documented and communicated to all employees?
Are security roles and responsibilities clearly defined?
Are security incidents reported and investigated promptly?
Are security controls reviewed and updated regularly?
Are background checks conducted for all new hires?

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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 onlineEffective risk assessment: Key steps and best practices
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Template collections

See comprehensive collections of best practice templates related to this topic.

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Use cases

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

Policies and procedures softwareIntuitive internal control software for your businesssSafety Incident Reporting Software
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Other resources

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

5 types of incident reportsHow to evaluate compliance measures4 benefits of safety management and how to communicate themThe Importance of Data Security

Frequently asked questions

What is an example of a security policy?

A security policy might outline how employees should handle confidential data, specifying rules for password protection, access controls, and device usage. For example, a data security policy may require employees to change passwords regularly, use only company-approved devices, and limit access to certain files.

What are some common mistakes companies make in security documentation?

One common mistake is using overly technical language that confuses staff instead of making expectations clearer. Another is neglecting regular updates–security threats and regulations change frequently, so outdated policies can leave gaps in protection. Not assigning clear roles or neglecting incident logging also weakens the effectiveness of security documentation.

How can I improve employee engagement with security policies?

To boost engagement, make policies relatable by connecting them to real scenarios employees might encounter. Hold regular, interactive training sessions instead of just handing out documentation. Employees are more likely to follow protocols when they see how these efforts protect both them and the organization.

What should I do if a security breach happens despite following procedures?

If a breach happens, act quickly by containing the incident—limit access, isolate affected systems, and secure data immediately. Next, document the breach thoroughly, analyzing what went wrong to prevent similar incidents in the future. Conduct a post-incident review with your team to update policies and protocols.


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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