Home working moves company devices, credentials and conversations onto networks, rooms and screens the organisation does not control, and most remote work incidents start with one of those three. This template gives two checklists you can use as they are: one for the employer (IT and security) and one for the employee, plus a dedicated section on video calls and screen sharing, where a single shared window can leak more than a phishing email. Each item says how to verify it. It is for IT, security and HR teams onboarding remote and hybrid staff, and for managers running an annual check. The programme behind it is in the Home Office and Remote Worker Security Guide; plain-language staff advice is in the Remote Working Security for Staff Guide.
How to use this template
- Replace text in square brackets, such as [Organisation], [MDM tool] and [IT service desk], with your own values.
- Use section 5 when issuing devices and approving remote access, and review it every [6 months]. Give section 6 to every remote or hybrid worker at onboarding and ask them to confirm it once a year.
- Add a Result column (Met, Not met, Exception) and an evidence note. An employer item is met when the console report or a test on a sample device shows it, not when a policy has been assigned.
- Items marked High risk roles apply to administrators, finance approvers, executives and anyone handling [restricted] data.
- Personally owned devices follow the BYOD Policy Template; where it allows them, the employee checklist still applies.
1. Purpose
This checklist sets the minimum security measures for working away from [Organisation] premises, so that devices, accounts, networks and conversations used for work stay protected. It supports the remote access requirements of NIST SP 800-53 AC-17 Remote Access, IA-2 and IA-3 for user and device authentication, NIST SP 800-46 Rev. 2 on telework security, and NIST CSF 2.0 PR.AA-03.
2. Scope
- All employees, contractors and temporary staff who work from home, from other private locations or while travelling, full time or part time.
- Company devices and any personal device approved to access [Organisation] data.
- Remote access paths: VPN, zero trust network access, virtual desktops and direct access to SaaS applications.
3. Roles and responsibilities
- [CISO]: owns this checklist and approves exceptions.
- [IT operations]: configures devices and remote access to meet section 5 and reports compliance.
- Line managers: confirm their staff have completed section 6 and raise exceptions.
- Remote workers: complete section 6, keep it current and report incidents at once to [IT service desk].
4. Risk summary
| Risk | Typical route | Checklist items |
|---|---|---|
| Stolen credentials used from anywhere | Phishing, passwords saved in a personal browser profile, MFA fatigue | ER-1, ER-2, EE-3, EE-4 |
| Compromised or unmanaged home device | Malware on a shared family computer, unpatched OS, keylogger | ER-3 to ER-6, EE-1, EE-2 |
| Hostile or weak home network | Default router password, outdated Wi-Fi encryption, compromised smart devices on the same network | ER-7, EE-6, EE-7 |
| Exposed remote access service | Legacy VPN accounts without MFA, unmanaged remote desktop tools (ATT&CK T1133, T1219) | ER-8, ER-9 |
| Leakage in calls and screen sharing | Public meeting links, shared whole screen, pop-up notifications, overheard calls, recordings stored in the wrong place | Section 7 |
| Lost or stolen device | Laptop left in a car or on a train | ER-4, ER-10, EE-9 |
5. Employer checklist
| ID | Requirement | Verify |
|---|---|---|
| ER-1 | MFA is enforced on every remote access path and every SaaS application, including legacy VPN profiles and vendor portals. High risk roles use phishing-resistant methods (FIDO2 passkeys or certificate-based). | Identity provider report of sign-ins without MFA in [30 days] is empty; VPN authentication config reviewed. |
| ER-2 | Push approval prompts show number matching or similar context, and repeated denied prompts raise an alert. | MFA policy settings; test alert fires. |
| ER-3 | Company devices are enrolled in [MDM tool] and access is allowed only from compliant devices (device authentication, NIST IA-3). | Conditional access or ZTNA policy blocks a non-enrolled test device. |
| ER-4 | Full disk encryption (BitLocker, FileVault) is on with recovery keys escrowed centrally. | MDM encryption report at [100]% of remote devices. |
| ER-5 | Operating system and browser updates install automatically within [14 days]; EDR runs with tamper protection. | Patch and EDR coverage reports. |
| ER-6 | Users work as standard users without local administrator rights; elevation is through [approved process]. | Local administrators group report. |
| ER-7 | The device is configured for a hostile network: host firewall on, VPN or ZTNA client connects before business traffic, protective DNS applies off network. | Connect a test device on an untrusted network and check firewall, tunnel and DNS state. |
| ER-8 | Unused remote access accounts are disabled; VPN accounts follow the leaver process. | VPN account list matched against HR leavers and last sign-in older than [60 days]. |
| ER-9 | Only approved remote support and remote desktop tools can run; others are blocked by application control. | Application inventory for remote access tools; test that an unapproved tool is blocked. |
| ER-10 | Lost devices can be locked and wiped remotely, and staff know how to report a loss out of hours. | Test remote lock on a sample device. |
| ER-11 | Browser sync of work passwords to personal accounts is blocked; an approved password manager is provided. | Browser policy (for example managed profile and sync restrictions) applied through MDM. |
| ER-12 | Meeting platform defaults are secure (see section 7). | Admin console settings reviewed. |
| ER-13 | High risk roles: consider a managed home router or a hardware VPN appliance, and do not hold privileged credentials on devices outside management. | Role list and device assignment. |
The Colonial Pipeline Ransomware Attack began with a VPN account that was no longer used and had no MFA: ER-1 and ER-8 together close that route. In the Cisco Breach 2022, a corporate password synced to a personal browser account and repeated push prompts gave an attacker VPN access, which is what ER-2 and ER-11 address.
6. Employee checklist
| ID | What to do | How to check |
|---|---|---|
| EE-1 | Use your company device for work. Do not let family members use it, and do not install software that IT has not approved. | Only your account exists on the device. |
| EE-2 | Restart when updates ask you to, within [3 days]. | Settings shows the device is up to date. |
| EE-3 | Keep work passwords in the company password manager, never in a personal browser profile or a personal notes app. | Your personal browser holds no work passwords. |
| EE-4 | Approve an MFA prompt only when you have just signed in yourself. If prompts arrive that you did not start, deny them and call [IT service desk]. | You know the number to call. |
| EE-5 | Lock your screen whenever you leave the device (Windows key + L, or Control + Command + Q on a Mac) and set it to lock automatically after [5] minutes. | Walk away and confirm it locks. |
| EE-6 | Home router: change the default admin password, turn on automatic firmware updates, use WPA3 or WPA2 with AES, turn off WPS, UPnP and remote management. | Router admin page; ask [IT] for help if unsure. |
| EE-7 | Put smart TVs, speakers, cameras and visitors on the router's guest network, separate from your work device. | Guest network enabled with its own password. |
| EE-8 | On public or hotel Wi-Fi, confirm the network name with staff and connect the company VPN before opening work apps; a phone hotspot is safer. | VPN icon shows connected. |
| EE-9 | Never leave the device in a car or unattended in public. Report loss or theft to [IT service desk] immediately, at any hour. | Reporting number saved in your phone. |
| EE-10 | Print work documents only when necessary and shred them; do not save work files to personal cloud storage or USB drives. | No work files in personal storage. |
| EE-11 | Check payment or bank detail changes, and urgent requests from senior staff, by calling a known number, not by replying. | You know the verification rule. |
The LastPass Breach 2022 shows why EE-1 matters: a keylogger on an engineer's home computer captured a master password that opened a corporate vault. Privileged access should never sit on a device outside company management.
7. Video calls and screen sharing
The NCSC's home working guidance now concentrates on online meetings. Use these checks for both the platform settings (employer) and behaviour (employee).
| ID | Check | Owner |
|---|---|---|
| VC-1 | Meeting app is kept updated, and organiser and admin accounts use a strong password and MFA or passkeys. | Employer |
| VC-2 | Only invited or authenticated participants join directly; others wait in a lobby or waiting room until admitted. | Employer default, organiser |
| VC-3 | Meeting links are never posted publicly; sensitive meetings use a passcode and unique links rather than a personal meeting room. | Organiser |
| VC-4 | Screen sharing is limited to hosts by default; participants request it. | Employer default |
| VC-5 | Share a single application window, not the whole screen, and close unrelated tabs, documents and chat before sharing. | Presenter |
| VC-6 | Turn on do not disturb or focus mode before sharing so that notifications, message previews and calendar pop-ups do not appear. | Presenter |
| VC-7 | Remote control of your screen through a meeting app is granted only to known colleagues for a stated reason, and is revoked when finished. An unexpected "support" caller asking for control is a scam indicator. | Everyone |
| VC-8 | Check what the camera shows behind you (whiteboards, papers, screens) and who can overhear; use a background blur and headphones for confidential calls. | Everyone |
| VC-9 | Know where recordings and transcripts are stored and who can access them; tell participants when recording, and check for AI note-taking attendees that record or transcribe. | Organiser, employer |
| VC-10 | Remove unknown participants and lock the meeting once everyone expected has joined. | Organiser |
Deeper coverage of screen capture, remote control and data leakage is in the Screen Sharing Security guide, and tool selection in Remote Support and Screen Sharing Tools.
8. Exceptions and review
- Exceptions to section 5 require a documented risk acceptance by [CISO] with an expiry date of no more than [12 months].
- Track: percentage of remote devices compliant with ER-3 to ER-6, sign-ins without MFA, dormant VPN accounts, staff who have confirmed section 6 in the last [12 months], and lost device reports closed with a remote wipe.
- This checklist is reviewed every [12 months] or after a remote work related incident.
Standards and references
- NIST: SP 800-46 Rev. 2, Guide to Enterprise Telework, Remote Access, and Bring Your Own Device Security
- NIST: SP 800-53 Rev. 5 (AC-17, IA-2, IA-3, SC-7(7))
- NCSC: Home working, preparing your organisation and staff
- NCSC: Device Security Guidance, Bring your own device
- CISA: Project Upskill, Secure your home Wi-Fi
- MITRE ATT&CK: External Remote Services (T1133)
Implementation guidance
- Close the identity gaps first: MFA everywhere (ER-1), dormant VPN accounts (ER-8) and browser sync (ER-11) are low cost and stop the most common remote compromise routes. See the Phishing-Resistant MFA Guide.
- Then device compliance: enrol, encrypt and patch, and switch device compliance checks to report only for [2 weeks] before enforcing, so you can see who would be blocked.
- Pilot: enforce on IT staff, then one department, then everyone. Keep the previous access policy ready to re-enable in one change if a ring is locked out.
- Meeting defaults: change platform defaults (lobby, host-only sharing, recording storage) centrally; it is more reliable than training every organiser.
- Make section 6 short to complete: a ten minute onboarding task with a confirmation, repeated yearly, works better than a long policy.
Small organisations without MDM can still meet most of section 5 with built-in tools: the business tier of their productivity suite for MFA and device management, built-in disk encryption, and automatic updates. Large organisations should feed device compliance and sign-in risk into conditional access and review exceptions monthly.
This template is provided for guidance and must be adapted to your organisation. Related NHI Mgmt Group resources: Home Office and Remote Worker Security Guide · Remote Working Security for Staff Guide · ZTNA Guide · Wi-Fi Security Guide