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Sample Security Program Intake

A security program that starts with a vague scope is a security program that will fight about scope for its entire life.

This example shows what a weak intake looks like, what a better one looks like, and why the difference matters.

Weak Intake

We need to complete encryption work for compliance.

Why This Fails

No named regulation or control objective. No systems in scope. No data classification. No owner. No evidence requirement. No date. No risk of doing nothing.

The engineering team has no idea what to build. The GRC team has no idea what evidence to collect. The TPM has no charter to write.

This is not a program intake. It is a note that someone is anxious about compliance.

Better Intake

Field Entry
Program Customer Data Encryption Coverage
Driver Compliance commitment requiring audit-ready encryption evidence for customer PII and billing metadata, plus internal risk reduction
Systems in Scope Customer profile service, billing export pipeline, legacy reporting database
Data in Scope Customer PII and billing metadata
Required Outcome Confirm encryption at rest and in transit for in-scope systems, document gaps, and produce an evidence package for audit review
Control / Evidence Need Show that customer PII and billing metadata are encrypted in approved systems, that exceptions are tracked with owners and expiration dates, and that evidence can be reviewed without engineering reconstructing the story by hand
Primary Engineering Owner Platform Security
Evidence Owner GRC / Compliance
TPM Owner Eric
Required Decision Whether the legacy reporting database is remediated, isolated, or formally exceptioned
Target Date 2026-08-15
Escalation Trigger No remediation path for legacy reporting database by 2026-06-30

Why This Works

The intake separates the compliance driver from the actual delivery work.

It names systems, data, owners, dates, evidence needs, and the decision that can block the program. The engineering team knows what it is being asked to prove. GRC knows what evidence to expect. The TPM has enough to write a charter, build a workback plan, and start tracking risk.

The legacy database decision is named explicitly because it is the risk that will surface eventually. Better to name it at intake than discover it six weeks before the audit.

The Questions That Matter at Intake

Before a security program starts, these questions should have answers:

  • What is the driver? Regulation, audit finding, customer commitment, risk reduction, or product dependency?
  • What systems and data are in scope? Named specifically, not described generally.
  • What control, evidence, or risk question needs to be answered?
  • What does done look like? Specific outcome, not general improvement.
  • Who owns the technical work?
  • Who owns the evidence package?
  • What decisions are needed before the program can proceed?
  • What is the risk of doing nothing, and by when does that risk materialize?

If any of these are blank, that is the first workstream: filling them in.

How to Use This Example

Do not copy the example literally.

Use it as a quality bar. A good intake should be specific enough that engineering, GRC, security, and the TPM can all see what work has to happen next.

The table does not need to be long. It needs to be clear.

Part of the security-program-playbooks repo. See the Security Program Intake and Kickoff Guide for the full framework.