CRM DATA PRIVACY CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- DATA SUBJECT RIGHTS COMPLIANCE ---
[ ] Number of Data Subject Access Requests Received (Last 3 Months)
[ ] Last Data Subject Access Request Received
[ ] Process for Verifying Identity of Data Subject (Manual Verification, Automated Verification, Combination of Both)
[ ] Summary of Processes for Responding to Rectification Requests
[ ] Deadline for Responding to Data Subject Requests (e.g., under GDPR)
[ ] Record of Exceptions to Data Subject Rights (e.g., legal obligations)

--- CONSENT MANAGEMENT ---
[ ] Consent Collection Method (Online Form, Paper Form, Verbal Consent)
[ ] Last Consent Review Date
[ ] Description of Consent Language Used
[ ] Types of Data Requiring Consent (Name, Email Address, Phone Number, Location Data, Purchase History)
[ ] Consent Recording Method (CRM System, Separate Consent Management Platform, Manual Recording)
[ ] Estimated Percentage of Users Providing Consent

--- DATA MINIMIZATION ---
[ ] Identify redundant data fields (Yes, reviewed and identified, No, not yet reviewed)
[ ] Number of data fields identified for removal/modification
[ ] Justification for retaining any potentially unnecessary fields
[ ] Are default values implemented to minimize data entry? (Yes, implemented for key fields, Partially implemented, No, not implemented)
[ ] Are imported data fields reviewed for necessity? (Yes, standard practice, Sometimes, No)

--- PURPOSE LIMITATION ---
[ ] Describe the Primary Purpose(s) for CRM Data Collection
[ ] Does the CRM data usage align with the declared purpose? (Yes, No, Not Applicable)
[ ] Number of data usage purposes documented
[ ] Explain any Secondary Uses of Data and Justification
[ ] Is there documented approval for secondary data usage? (Yes, No, Not Applicable)
[ ] Describe processes to ensure data is not used for unintended purposes

--- DATA SECURITY MEASURES ---
[ ] Encryption Strength (in bits)
[ ] Data at Rest Encryption Enabled? (Yes, No, Not Applicable)
[ ] Data in Transit Encryption Protocol (TLS/SSL) (TLS 1.2, TLS 1.3, SSL (Deprecated - Not Recommended))
[ ] Access Control Measures Applied? (Role-Based Access, Multi-Factor Authentication, Least Privilege Principle, Regular Access Reviews)
[ ] Firewall Configuration? (Standard Configuration, Custom Configuration, Not Applicable)
[ ] Description of Security Audits Conducted (Date, Findings)

--- THIRD-PARTY VENDOR MANAGEMENT ---
[ ] Vendor DPA (Data Processing Agreement) Status (DPA Signed, DPA Drafted, No DPA in Place)
[ ] DPA Expiration Date
[ ] Summary of Vendor's Security Practices
[ ] Number of Sub-Processors Used by Vendor
[ ] Security Audit Reports Received from Vendor? (SOC 2, ISO 27001, Other, No Audit Reports Received)
[ ] Vendor Security Questionnaire Response

--- DATA RETENTION POLICIES ---
[ ] Retention Period (Years)
[ ] Data Type(s) Subject to Retention (Contact Information, Sales History, Marketing Interactions, Support Tickets, All Data)
[ ] Last Review Date of Retention Schedule
[ ] Justification for Retention Period(s)
[ ] Data Destruction Method (Secure Deletion, Data Sanitization, Physical Destruction)
[ ] Date of Next Retention Schedule Review

--- DATA BREACH RESPONSE PLAN ---
[ ] Incident Description (Initial Report)
[ ] Date of Breach Detection
[ ] Time of Breach Detection
[ ] Breach Severity (Low, Medium, High) (Low, Medium, High)
[ ] Estimated Number of Records Affected
[ ] Containment Steps Taken
[ ] Supporting Documentation (e.g., screenshots, logs)
[ ] Date of Notification to Data Protection Authority (if applicable)

--- LEGAL AND REGULATORY COMPLIANCE ---
[ ] Applicable Privacy Laws (GDPR, CCPA/CPRA, HIPAA, PIPEDA, Other (Specify in Long Text))
[ ] Specific Legal Requirements
[ ] Last Compliance Review Date
[ ] Number of Data Processing Agreements (DPAs)
[ ] Data Transfer Mechanisms (if applicable) (Standard Contractual Clauses (SCCs), Binding Corporate Rules (BCRs), Adequacy Decision, Other (Specify in Long Text))
[ ] Documentation of Legal Basis for Processing

--- TRAINING AND AWARENESS ---
[ ] Topics Covered in CRM Privacy Training (Data Subject Rights, Consent Management, Data Security, Incident Reporting, Legal & Regulatory Framework)
[ ] Number of Employees Trained
[ ] Last Training Session Date
[ ] Training Delivery Method (Online Module, Classroom Session, Hybrid)
[ ] Summary of Training Content
[ ] Training Material Version (v1.0, v1.1, v2.0)

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