Educational guide

Cybersecurity Evaluation Checklist for Small and Mid-Sized Businesses

A practical checklist to organize research before talking to vendors.

Editorial content. Not sponsored and not written by a vendor.

Foundations

  • Asset inventory of devices and software
  • MFA on email and remote access
  • Tested, offline backups
  • Patch management process

Prevention

  • Endpoint protection on all devices
  • Application control or allowlisting where practical
  • Removal of unnecessary admin rights

Response

  • Who to call during an incident
  • A written incident response plan
  • Contact details for your cyber insurer, if applicable

Questions to ask vendors

  • Is there a small-business tier, and what are the minimum commitments?
  • Does the quoted price include onboarding, support, and updates?
  • Which items on our checklist does this product cover directly, and which need add-ons?

Sources