Policies and Procedures for Technology

This page is for technology businesses that need their documentation in order: software and SaaS companies, IT support and consultancy firms, managed service providers and in-house development teams. Policy Pros writes bespoke IT security policies, AI governance frameworks, incident response plans and Cyber Essentials documentation for tech companies and IT service providers across the UK.

Technology firms sell trust. Client due diligence questionnaires, certification schemes and incoming regulation all ask the same question in different ways: show us the document. This hub sets out what a UK technology business should have in place, and where to go next on this site for the detail.

Bespoke, audit-ready policies from £65 + VAT per document. Get a quote or call 020 3951 2875.

The Technology Policy Checklist

• Information Security Policy - the umbrella document every security questionnaire opens with, and the one ISO 27001 makes mandatory at clause 5.2
• Data Protection Policy - sets out how you meet the UK GDPR principles, an accountability duty carried by the Data Protection Act 2018
• Personal Data Breach Procedure - who does what in the first 72 hours, the window UK GDPR Article 33 gives controllers to report to the ICO
• Access Control Policy - defines who can access what, and how leavers lose it, satisfying both the Cyber Essentials control and ISO 27001 Annex A
• Password and Authentication Policy - sets your MFA rules, which Cyber Essentials now fails you outright for lacking on cloud services
• Patch Management Policy - commits you to the 14-day window for critical and high severity updates that Cyber Essentials marks against
• Incident Response Plan - demanded by client contracts and central to the incoming Cyber Security and Resilience Bill
• Business Continuity and Disaster Recovery Plan - what keeps clients served through an outage, and a standing item at ISO 27001 audit
• AI Acceptable Use Policy - what staff may put into generative AI tools and when human review is mandatory
• Health and Safety Policy Statement - required in writing once you have 5 or more employees, as HSE guidance confirms

Start With Our IT Companies and MSPs Page

If you are an IT support business or a managed service provider, our policies for IT companies and MSPs page is the place to start. It separates the documents the law requires from the ones regulators and clients expect, with the reasoning behind each.

The rest of this hub covers the frameworks that apply across the wider technology sector, from product companies to consultancies.

Cyber Essentials Under the 2026 Rules

Cyber Essentials moved to the Danzell question set on 27 April 2026, run by IASME on behalf of the NCSC. Missing multi-factor authentication on cloud services and security updates applied later than 14 days are now automatic failures.

Our IASME Cyber Essentials checklist walks through the five controls and the evidence assessors expect behind each answer. When you need the documents themselves, our Cyber Essentials policies service writes them.

ISO 27001 When Enterprise Clients Come Calling

Security questionnaires from mid-market and enterprise buyers ask for ISO 27001 certification, or at least the documentation behind it. Our ISO 27001 mandatory documents list sets out what the standard actually names, which is a shorter list than most toolkits suggest.

Access control is where Cyber Essentials and ISO 27001 overlap most, and our guide to access control policies for ISO 27001 and Cyber Essentials shows how one well-written policy can evidence both. For the full framework, see our IT security policies service.

The Cyber Security and Resilience Bill Is Coming

The Cyber Security and Resilience Bill would bring medium and large managed service providers under direct regulation, with registration at the ICO, a 24-hour initial incident report and a fuller report within 72 hours, as the government's factsheet sets out. The Bill has cleared the House of Commons and is at committee stage in the House of Lords as of August 2026, so these duties are not yet law, with Royal Assent expected later in 2026.

Our managed service provider guide to the Bill explains who counts as a relevant MSP and how the reporting clocks would run, and our small business guide covers the wider regime. If your incident documentation needs work first, start with our incident response policies service.

AI Governance Is Now a Client Question

The EU AI Act's obligations for high-risk AI systems began applying on 2 August 2026, and they reach UK technology businesses that sell into the EU or whose systems affect people there. Buyers have started asking about AI governance in the same questionnaires that ask about ISO 27001.

Our AI governance policies service builds the framework, aligned to the EU AI Act, ISO 42001 and ICO guidance. If you need the narrower employee-facing rules first, our AI use policies and procedures page covers acceptable use, data handling and human review.

Technology Policy and Procedure Writers

Policy Pros writes bespoke policies and procedures for technology businesses, from a single patch management policy to the full set behind Cyber Essentials, ISO 27001 or an AI governance framework. Every document is written around your actual stack, clients and team rather than adapted from a generic template.

You get a fixed-price quote before any work starts, review rounds are included, and documents are delivered on professionally branded templates ready to show a client or an assessor. Get a quote or call 020 3951 2875.