Description

Full package of PCI DSS required Security Policies and templates to help track vendors, vulnerabilities, Incident response and more. Easily customizable, in Word format.

This package includes the following templates:

Acceptable Use Policy

Defines appropriate and prohibited use of company systems, networks, and data. Helps protect assets by establishing clear employee expectations for technology access and behavior.

Access Control Policy

Establishes requirements for granting, modifying, and revoking access to systems and data. Supports least-privilege practices and strong identity management controls.

AntiVirus and Malware Policy

Outlines how antivirus, EDR, and anti-malware solutions must be deployed, configured, and maintained. Ensures devices are protected against malicious software.

Asset Inventory Template

A structured Excel template for tracking system components, hardware, software, cloud assets, and owner information. Supports PCI DSS, ISO 27001, and SOC2 asset requirements.

Background Check Policy

Defines pre-employment screening requirements for personnel with access to sensitive systems or cardholder data. Helps ensure workforce trustworthiness.

Change Management Policy

Describes how system and application changes must be reviewed, approved, tested, and documented. Helps prevent unauthorized or risky modifications to production systems.

Cryptographic Controls (Encryption Policy)

Defines encryption requirements for data at rest and in transit. Covers key management, approved algorithms, and secure handling of cryptographic materials.

Data Handling Policy

Sets rules for how sensitive data—including cardholder data—must be collected, stored, shared, transmitted, and protected throughout its lifecycle.

Data Retention Policy

Defines how long different types of data must be kept and when they should be archived or deleted. Helps reduce storage costs and complies with regulatory requirements.

Data Disposal Policy

Outlines secure methods for destroying sensitive data, media, and devices. Ensures disposal processes prevent unauthorized recovery of cardholder or confidential information.

Employee Acknowledgement Form

A simple sign-off form confirming that employees have received, read, and agree to follow company security policies.

Firewall Configuration Policy

Specifies requirements for configuring, maintaining, and reviewing firewalls and network segmentation. Ensures only authorized traffic flows into and out of secure environments.

Incident Response Checklist

A step-by-step operational checklist for identifying, containing, eradicating, and recovering from security incidents. Helps responders follow a consistent, repeatable process.

Incident Response Plan

A formal plan outlining roles, communication steps, severity levels, response actions, and escalation paths during a cybersecurity incident.

Incident Response Policy

Defines the organization’s commitment and expectations for identifying and responding to security incidents, including roles, responsibilities, and reporting requirements.

Information Security Policy

A high-level governance policy that defines the organization’s approach to securing systems, data, and personnel. Serves as the foundation of your security program.

Log Management Policy

Defines requirements for logging, log retention, monitoring, and review. Ensures critical events are captured and available for investigations and audit purposes.

Network Security Policy

Outlines standards for protecting network infrastructure, including segmentation, secure protocols, firewall rules, and monitoring requirements.

Password Management Policy

Establishes secure password creation, rotation, storage, and MFA requirements. Aligns with PCI DSS v4 and industry best practices.

Physical Access Control Policy

Describes how physical access to facilities, servers, and sensitive areas must be granted, monitored, and revoked. Helps protect systems from unauthorized on-site access.

Secure Configuration Policy

Defines baseline configuration standards for servers, endpoints, applications, and cloud systems. Helps eliminate insecure defaults and strengthens overall system hardening.

Security Awareness Policy

Outlines the organization’s training requirements for educating employees on security risks, phishing, and acceptable security behavior.

Software Development Lifecycle (SDLC) Policy

Defines security requirements throughout development—from design to testing to deployment. Ensures secure coding practices and change controls are followed.

Targeted Risk Analysis Template

An Excel-based template for documenting PCI DSS v4 targeted risk analyses, including threats, vulnerabilities, impact, likelihood, justification, and approvals.

Vendor Security Questionnaire

A standardized questionnaire for assessing third-party security practices, risk posture, and compliance before onboarding or renewing vendors.

Vendor Review Status Log

Tracks vendor risk evaluations, renewal dates, security assessments, and remediation items. Helps maintain consistent vendor oversight.

Vulnerability Assessment Template

A repeatable template for documenting vulnerability scans, findings, remediation actions, and risk levels. Useful for both internal reviews and external audits.

Add-on Worksheets:

PCI Scoping Worksheet (Excel)

A structured worksheet to identify which systems, applications, users, and processes fall inside or outside of PCI scope. Helps teams clearly define CDE systems, connected systems, and out-of-scope components before beginning PCI work.

System Component Inventory (Excel)

A centralized inventory template for tracking servers, applications, databases, network devices, cloud services, and other in-scope assets. Includes fields for ownership, environment, data stored, platform, and PCI relevance.

Cardholder Data Flow Mapping Worksheet (Excel)

A tool for documenting how cardholder data moves through your environment—from entry to storage to processing to transmission. Ideal for building formal PCI data flow diagrams required by QSAs.

PCI DSS v4.0 Gap Analysis Master Worksheet (Excel)

A full-spectrum gap analysis tool aligned to PCI DSS v4 requirements. Includes fields for control status, owners, evidence locations, gaps identified, risk ratings, and remediation plans.

Evidence & Artifact Checklist (Excel)

A control-by-control evidence tracker ensuring your team collects and maintains required logs, reports, screenshots, policies, and configurations. Helps keep audit-ready proof organized throughout the year.

Risk Prioritization Matrix (Excel)

A risk register that calculates inherent and residual PCI-related risk levels. Designed to help leadership prioritize remediation based on likelihood, impact, and available controls.

Targeted Risk Analysis Template (Excel)

A template specifically for documenting risk analyses required under PCI DSS v4’s new “targeted risk analysis” controls. Includes sections for context, threats, vulnerabilities, ratings, and documented justification.

PCI Task Calendar (Excel)

A recurring compliance task calendar covering monthly, quarterly, and annual PCI obligations. Ensures no critical tasks—access reviews, vulnerability scans, log checks—fall through the cracks.

Evidence Submission Calendar (Excel)

A planning tool for scheduling when evidence must be collected and delivered to internal audit, QSAs, or acquiring banks. Excellent for keeping large PCI projects on track.

Risk Summary for Executives (Word)

A one-page executive briefing template summarizing top PCI-related risks in a simple, leadership-friendly format. Perfect for steering committees, board updates, and QSA prep meetings.