Practical Checklist
14 Feb 2026
Area | Immediate Priority | Next Phase |
|---|---|---|
Privacy Policy | Update and publish | Schedule annual review |
Open Homes | Remove over-collection; add notice | Standardise compliant templates across all offices |
Applications | Audit what is stored and where | Standardise compliant templates across all offices |
Marketing | Confirm consent and opt-out on all lists | Conduct full CRM governance review |
Security | Tighten access controls, remove dormant accounts | Commission periodic risk assessments |
Training | Initial all-staff session | Build annual refresh into calendar |
Governance | Appoint a privacy lead | Integrate into board reporting cycle |