Due Diligence - Organization Data Security
Due Diligence Documents for Org Data Security
By
AnyDB
The Organization Data Security template is a dedicated checklist for assessing a company’s data security posture as part of broader due diligence efforts. It is used to collect documentation and responses about how the organization manages personal data, policies, certifications, incidents, and compliance with data protection regulations.
Suitable for
Description
This template lays out a structured series of checklist items relating to data security practices. Each row addresses a different documentation request or disclosure, such as summaries of personal data processed, internal security policies, audit results, or breach history. For each item, users can attach files, assign priority, mark completion status, and add notes.
A real-time completion badge calculates progress based on item status, and color-coding highlights urgency and gaps. The format is optimized for collaborative work among legal, IT, and compliance teams.
Key Data Stored
- Checklist Items – Includes summaries of personal data usage, internal policies (e.g., privacy, retention, response plans), certifications (e.g., SOC 2, ISO), and incident documentation
- File Attachments – Supporting files can be uploaded for each item
- Priority Level – Each line marked as High, Medium, or Low importance
- Completion Status – Set to Completed, Incomplete, or Not Applicable
- Notes Field – Editable comments area for internal context or follow-up
- Completion Badge – Displays real-time progress toward full checklist completion
Business Use Cases
- M&A Cybersecurity Due Diligence – Ensures buyers or investors evaluate the target’s data protection capabilities
- Regulatory & Privacy Compliance – Helps demonstrate readiness under laws such as GDPR, CCPA, or HIPAA
- Internal IT Audits – Enables structured review of internal data handling and breach response processes
- Investor & Partner Assurance – Provides transparency to external stakeholders around security posture
- Risk Mitigation – Identifies gaps in policy, documentation, or breach response that may carry legal or reputational risk
Why This Template is Powerful
- Security-Specific Coverage – Tailored specifically for data privacy, compliance, and cybersecurity reviews
- Visual Prioritization – Uses color-coded urgency indicators for focus and visibility
- Audit-Ready Format – Easily exported or presented as part of data rooms or regulatory submissions
- Collaborative Design – Supports input from legal, compliance, IT, and executive teams
- Progress Visibility – Tracks readiness in real-time and highlights what’s still missing
This template helps organizations manage complex data security reviews with clarity, consistency, and completeness—ensuring key risk areas are documented and addressed before any major transaction or audit.