Information Technology PolicyPro®

Planning

• Strategic Planning
• Tactical Planning
• Implementation Planning
• Site Planning
• Risk Assessment
• Risk Management

Systems Acquisition, Maintenance and Disposal

• Accountability for Systems
• Systems Acquisition
• Recording IT Assets
• System Setup
• Warranties and Support
• Maintenance
• Disposal of Hardware

Software Acquisition, Implementation and Maintenance

• Standard Applications
• Application Development and Implementation
• Non-standard Software
• Standard Application Fixes
• Licenses
• Software Downloading

Systems Management

• Computer Naming System Conventions
• Role-based User Management
• Internet Access
• Downloading

Data Management

• Data Processing Integrity and Validation
• Data Backup and Storage
• Management of Third-Party Services
• Database Management
• Customer Relationship Management Data
• Records Retention

Computing Operations and Support

• Configuration and Systems Management
• Access Administration
• System Availability
• Service Levels
• Operations and Scheduling
• Performance and Capacity Management
• Corporate Website
• Company Intranet
• Cost Allocation
• Problems and Incident Management

Monitoring and Evaluation

• IT Effectiveness Reviews
• Logging Controls
• Internal Audits
• Performance and Capacity Reviews
• Security Reviews
• Software Audit

Physical and Systems Security

• Physical and Infrastructure Security
• Systems Security
• User Identification and Passwords
• Confidentiality and Privacy
• Controls for Viruses, Worms and Malware

Data Security

• Data Ownership
• Data Classification
• Data Access Controls
• Application Security Controls
• Data Disposal
• Data Encryption

Network Security

• Network Hardware Connection
• Firewall Protection
• Remote Access
• Wireless Network
• Network Intrusion Detection
• File Transfer Protocol
• Email Security
• Instant Messaging
• Electronic Commerce

Backup and Disaster Planning

• Disaster Planning Team
• Disaster Notification
• Identification of Critical Processes
• Backup Schedule
• Backup Files Stored Onsite
• Backup Files Stored Offsite
• Offsite Processing Agreements
• Disaster Recovery Plan Testing
• Disaster Recovery Plan Review
• Disaster Recovery Team
• End-user Restrictions

Training and Support

• IT Staff Training
• End-user Training
• Customer Support

User Responsibilities

• System Access and Acceptable Use
• Data Access and Data Protection
• Passwords
• Email Acceptable Use
• Internet Access and Acceptable Use
• Clear and Locked Screen
• Removable Media
• Portable Computers
• Remote Acesss – Users

Mobile Device Management: BYOD

• BYOD: Acceptable Devices and Operating Systems
• BYOD: Systems Access and Acceptable Use
• Security for BYOD Devices
• Maintenance and Support for BYOD Devices Email Acceptable Use
• Employee Agreements for BYOD Participation
• Compensation for BYOD

Author

Jeffrey D. Sherman, Bcomm, MBA, CIM, FCPA, FCA, has had over 20 years of executive management experience. He is a former director or CFO of several public companies. His extensive knowledge and experience includes corporate governance, risk management, accounting and finance, restructuring and start-up enterprises.

Mr. Sherman has lectured and conducted seminars for many organizations and was an adjunct professor at York University for 15 years. He is a popular course director and course author for many organizations, including The Chartered Professional Accountants of Canada (CPA Canada) and other provincial institutes of chartered professional accountants and law societies, and has written many books and articles on finance and accounting.

Co-marketed with

Content Editor

Apolone Gentles, JD, CPA, CGA, FCCA, is an Ontario lawyer and editor with over 20 years of business experience.

Ms. Gentles has held senior leadership roles in non-profit organizations, leading finance, human resources, information technology and facilities teams. She has also held senior roles in audit and assurance at a “Big Four” audit firm. Apolone has also lectured in auditing, economics and business at post-secondary schools.

Managing Editor

Yosie Saint-Cyr, LLB, was called to the Quebec bar in 1988 and is a member in good standing. She practised business, employment and labour law until 1999 before becoming Managing Editor at First Reference.

Yosie is responsible for the high-quality, up-to-date content for employment law services and the Internal Controls Library. She is currently enrolled in the Osgoode Professional LLM degree program.