Essential IT Security Checklist for SMBs

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Endpoint Security

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EDR/MDR Solution Deployed

Endpoint Detection & Response or Managed Detection & Response solution actively monitoring all devices

Antivirus/Anti-Malware Active

Current, updated antivirus software with real-time scanning on all endpoints

Patch Management Process

Automated patch deployment for OS and critical applications with defined testing schedule

Full Disk Encryption

BitLocker (Windows) or FileVault (Mac) enabled on all endpoints with managed keys

Mobile Device Management

MDM solution enforcing security policies on company smartphones and tablets

✉️

Email Security

0 of 5

Email Filtering & Spam Protection

Advanced email filtering with phishing detection and spam prevention

Multi-Factor Authentication on Email

MFA required for all email accounts with enforcement via Conditional Access

Email Encryption

Capability to send encrypted emails with sensitive data handling policies

DLP & Email Monitoring

Data Loss Prevention rules and monitoring for suspicious email activity

Phishing Awareness Training

Regular security awareness training with simulated phishing campaigns

🔑

Access Management

0 of 5

Role-Based Access Control (RBAC)

Defined roles with least-privilege access principles enforced across systems

Multi-Factor Authentication Company-Wide

MFA required for all cloud applications and critical infrastructure access

Privileged Access Management (PAM)

Vault or PAM solution for managing and auditing privileged accounts

Access Reviews & Deprovisioning

Regular access reviews with timely offboarding procedures for departing employees

SSO / Identity Provider

Centralized identity management with SSO integration for all business applications

💾

Backup & Recovery

0 of 5

3-2-1 Backup Strategy

3 copies of data, 2 different storage media, 1 offsite copy with immutable backups

Automated Daily Backups

Automated backup schedule with daily snapshots and verification

Backup Testing & Restoration

Regular testing of backups with documented recovery time objectives (RTO)

Disaster Recovery Plan

Written and tested disaster recovery procedure with defined RPO/RTO metrics

Ransomware Resilience

Air-gapped backups and immutable snapshots protected against ransomware encryption

🌐

Network Security

0 of 5

Firewall & Intrusion Prevention

Next-generation firewall with intrusion detection/prevention system (IDS/IPS)

VPN for Remote Access

Encrypted VPN solution for remote workers with MFA authentication

Network Segmentation

VLAN segmentation and microsegmentation for sensitive data and critical systems

DNS & Web Filtering

DNS-level filtering to block malicious domains and enforce content filtering policies

Network Monitoring & Logging

NetFlow monitoring and centralized logging of network traffic and security events

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Compliance & Governance

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Security Policies Documented

Written and maintained security policies with annual review and employee acknowledgment

Incident Response Plan

Documented incident response procedure with defined roles, timelines, and communication plan

Compliance Audits & Assessments

Regular security audits (annually minimum) with remediation tracking

Data Privacy & GDPR Compliance

Data classification, handling procedures, and privacy impact assessments documented

Vendor Security Assessments

Third-party risk management with vendor security assessments and contracts reviewed

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