Data Management Policy

The Data Management Policy is a critical component of SOC 2 compliance that auditors will thoroughly review during your audit. Data management and privacy controls are increasingly critical in SOC 2 audits, especially for organizations handling sensitive customer information. This template addresses data classification, retention requirements, disposal procedures, and privacy rights management. It provides clear guidance on implementing data protection measures that satisfy both SOC 2 requirements and privacy regulations. The template includes procedures for data inventory, access restrictions, encryption requirements, and breach notification protocols that demonstrate comprehensive data governance to auditors. This policy includes four versions to fit your organization's needs: an Enterprise version for larger organizations with complex requirements, an SMB version optimized for smaller teams, an Implementation Workbook with step-by-step guidance, and a Quick Reference Guide for daily use. All versions are professionally formatted Microsoft Word documents ready for customization to your specific environment.