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Infotech Home > Resources > Privacy > Tools and Checklists > Checklists & Worksheets

Checklists & Worksheets

This section contains privacy checklists and worksheets that are useful in implementing a privacy program.

 

Sample Employee Privacy Notice
IT Section Member
CPAs will find it helpful to refer to this sample customer privacy notice when reviewing or assisting with the preparation of a privacy policy. Learn More>>
Sample Customer Privacy Notice
IT Section Member
CPAs will find it helpful to refer to this sample customer privacy notice when reviewing or assisting with the preparation of a privacy policy. Learn More>>
Privacy Services Prospect Checklist
A checklist aimed at assisting practitioners in small and medium-sized firms in focusing their marketing efforts by identifying characteristics of existing and prospective clients that will experience the greatest benefit by investing in privacy services. Learn More>>
Privacy Risk Assessment Questionnaire
This questionnaire highlights key questions businesses should ask with the aim of understanding privacy risk, implementing sound privacy policies and practices, managing privacy risk, and obtaining privacy assurance. Learn More>>
Identity Theft IQ Test
Here is a quick test to determine if you are at risk to identity theft. Learn More>>
Generally Accepted Privacy Principles
The section contains the full-text of Generally Accepted Privacy Principles―A Global Privacy Framework. Learn More>>
Incident Response Plan
This Incident Response Plan template can be used to help you design, develop, or adapt your own plan and better prepare you for handling a breach of personal information within your organization. Learn More>>
Privacy Responsibilities of Businesses
This booklet highlights key questions a business should ask with the aim of understanding privacy risk, implementing a privacy program, managing privacy risk and obtaining privacy assurance. Learn More>>
Privacy Checklist for CPA Firms
This checklist provides CPA firms with practical illustration of selected Generally Accepted Privacy Principles (GAPP) in order to maintain privacy best practices within organizations. Learn More>>