Data Classification & Handling Policy Template
Four simple data categories with clear handling rules for storing, sharing and disposing of each.
- Editable Word (.docx) + PDF
- Fill-in [BRACKETED] fields and guidance notes
- Approval page, staff acknowledgment and revision history
- Written for businesses with 5 to 100 employees
Why a small business needs a data classification policy
You can only protect data properly once you know which data matters most. Four simple levels and a one-page handling matrix make that practical.
What's inside this data classification policy template
Besides the standard purpose, scope, roles, exceptions, enforcement and review sections, this template covers:
- Classification Levels
- Handling Requirements
- Labeling
- Data Retention and Disposal
- Data Owners
Guidance notes explain the choices to make, for example which settings an insurer may ask about. Delete them before publishing. This template is not legal advice and does not certify compliance with any standard.
This policy is also included in the Complete Bundle ($79) with all 10 policies and both spreadsheets.
How it works
- Buy securely through Stripe checkout.
- Download instantly from your private download page.
- Open in Word or Google Docs and replace [COMPANY NAME] and the other fields.
- Follow the guidance notes, get approval and share with staff.
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