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Data Backup & Security Checklist

For Small Business Owners

Data Backup Plan

  • Identify critical data: Customer info, financial records, employee data, intellectual property.
  • Choose backup methods:
  • Local backups: External hard drives/USB (encrypted).
  • Cloud backups: Services like Google Drive, Dropbox, or Backblaze.
  • Hybrid approach: Combine both for redundancy.
  • Automate backups: Schedule daily/weekly backups (use tools like Time Machine, Windows Backup).
  • Test backups: Restore files quarterly to ensure they work.

Cybersecurity Basics

  • Secure devices:
  • Install antivirus/anti-malware (e.g., Bitdefender, Malwarebytes).
  • Enable firewalls (Windows Defender, macOS Firewall).
  • Update software: Enable auto-updates for OS, apps, and plugins.
  • Use strong passwords:
  • Require 12+ characters with numbers/symbols.
  • Avoid reuse across accounts.
  • Enable multi-factor authentication (MFA): For email, banking, and cloud tools.

Employee Training

  • Educate staff on:
  • Phishing scams (how to spot suspicious emails/links).
  • Safe browsing habits (avoiding risky websites).
  • Password hygiene (use a password manager like LastPass or 1Password).
  • Create a security policy: Outline rules for data handling, device use, and remote work.

Network Security

  • Secure Wi-Fi:
  • Change default router login/password.
  • Use WPA3 encryption (or WPA2 if WPA3 isn’t available).
  • Hide SSID if possible.
  • VPN for remote work: Require employees to use a VPN (e.g., NordVPN, ExpressVPN) on public Wi-Fi.

Access Control

  • Limit permissions: Grant employees access only to data they need (least privilege principle).
  • Revoke access promptly: When employees leave or change roles.
  • Use separate accounts: Admin vs. standard user accounts for daily tasks.

Incident Response Plan

  • Prepare for breaches:
  • Designate a response team (who to contact: IT, legal, customers?).
  • Document steps (isolate systems, notify stakeholders, report to authorities if needed).
  • Backup recovery plan: Know how to restore data quickly after ransomware/attacks.

Compliance & Legal

  • Follow regulations:
  • GDPR (if handling EU customer data).
  • HIPAA (healthcare businesses).
  • State laws (e.g., California’s CCPA).
  • Encrypt sensitive data: Use tools like VeraCrypt or built-in device encryption.

Regular Audits

  • Monthly check:
  • Review backup logs for failures.
  • Scan for unauthorized devices on your network.
  • Annual review:
  • Update security policies.
  • Assess new threats (subscribe to cybersecurity newsletters like Krebs on Security).

Bonus Tips

  • Free tools: Use Have I Been Pwned to check for breached accounts.
  • Insurance: Consider cyber liability insurance for financial protection.
  • Physical security: Lock servers/backup drives and restrict office access.
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