MDM policy

The digital transformation of the workplace has been further accelerated by the increasing reliance on mobile devices. From smartphones and tablets to laptops, these devices are an integral part of modern business operations. However, this ease of use comes with its own set of challenges, primarily related to security and data management. This is where an effective Mobile Device Management (MDM) policy becomes imperative.

This article is part of our guide "Mastering Mobile Device Management Operations: A Guide for Admins".

An MDM policy not only governs how employees should use their devices but also provides a robust framework for security, compliance, and overall device administration. In this in-depth guide, we'll walk you through the steps of crafting the perfect MDM policy, focusing on key areas like security measures, compliance protocols, and effective management strategies.

Understanding the Core Components of an MDM Policy

The Purpose and Scope

  • Define the Policy’s Objective: Clearly state what you intend to achieve with the MDM policy.
  • Scope of Application: Specify the types of mobile devices covered and who among your staff is affected.

Compliance and Legal Framework

  • Regulatory Requirements: Include the laws and regulations that the policy needs to adhere to.
  • Non-compliance Penalties: Spell out the repercussions for breaching the policy, both legal and internal.

Roles and Responsibilities

  • Employer and Employee Duties: Highlight what the company and its staff are respectively responsible for in terms of device management.
  • Third-Party Involvements: Discuss the role of vendors, contractors, and other third parties.

Creating an All-encompassing Security Strategy

Data Encryption and Privacy

  • Data Protection Mechanisms: Utilize advanced encryption techniques and robust authentication protocols.
  • Privacy Policies: Align your MDM policy with GDPR or any other relevant data protection regulations.

Network Security

  • Firewall and Anti-Malware: Make sure these basic security utilities are always up to date on all mobile devices.
  • VPN Requirements: Insist on the use of a VPN when connecting to company networks.

Incident Response Plan

  • Reporting Mechanisms: Define the process of reporting lost devices or suspected data breaches.
  • Immediate Actions: Describe the first-line responses to minimize damage in case of an incident.

Managing Devices and Applications Effectively

Inventory Management

  • Asset Tracking: Keep a comprehensive record of all mobile devices that have access to company data.
  • Device Lifecycle: Address how devices should be managed throughout their lifecycle within the company.

Application Management

  • Whitelisting and Blacklisting Apps: Identify which apps are permitted and which are not.
  • App Updates: Explain the responsibility of keeping all business-related apps updated.

User Training and Awareness

Employee Onboarding

  • Initial Training: Educate new employees on the MDM policy as a part of their onboarding process.
  • User Manuals: Provide easy-to-understand guides on how to adhere to the MDM policy.

Ongoing Training

  • Refresher Courses: Keep the staff updated with the latest best practices and policy updates.
  • Security Drills: Run periodic simulations to gauge employees' readiness for various security scenarios.

Monitoring and Auditing

Regular Assessments

  • Compliance Checks: Regularly assess mobile devices to ensure they comply with the MDM policy.
  • Audit Logs: Keep detailed logs for auditing purposes.

Performance Metrics

  • Key Performance Indicators (KPIs): Identify what you’ll measure to assess the effectiveness of your MDM strategy.
  • Feedback Loops: Create mechanisms for employee feedback regarding the usability and effectiveness of the MDM solutions in place.


Crafting the perfect MDM policy is no small feat. It involves careful planning, understanding legal frameworks, and building effective security measures. But the payoff is worth it: increased security, enhanced productivity, and compliance with legal regulations. By following this step-by-step guide, you're well on your way to creating an MDM policy that’s robust, comprehensive, and perfectly tailored for your organization's needs.

By adhering to these steps and maintaining a proactive approach, your MDM policy will not only protect your organization but also contribute to its growth and efficiency. Remember, in today’s fast-paced digital world, staying ahead means staying secure.

Feel free to Contact Us for more information on MDM solutions and best practices.

As a bonus, please find below two MDM policy templates for inspiration.

MDM Policy Template for VIP Users

# Mobile Device Management Policy for VIP Users

## Introduction

This Mobile Device Management (MDM) Policy is specifically designed for VIP users within the organization. It aims to ensure that VIP users have a seamless experience while adhering to high-security protocols.

## Policy Coverage

- Company-issued devices
- Special applications and services tailored for VIP users
- Additional security measures

## Device Provisioning

- Priority expedited setup
- Pre-installed applications tailored for executive duties

## Security Measures

- Multi-Factor Authentication (MFA) required
- Biometric authentication enabled
- Virtual Private Network (VPN) required for remote access

## App Management

- VIP users are restricted to downloading and installing apps that have been whitelisted by administrators.
- Non-whitelisted apps cannot be installed; violation will trigger an automatic compliance check and potential revocation of device access.
- Regular updates of whitelisted apps will be managed centrally and require no user intervention.

## Software Updates

- Auto-install during off-business hours to minimize disruption

## Incident Response

- Immediate IT support 24/7
- Remote wipe capabilities within 1 hour of reporting lost/stolen device

## Compliance and Audit

- Quarterly security audits
- Immediate remedial action for non-compliance

## User Agreement

By using a device covered by this MDM policy, you agree to abide by all rules and guidelines stated above.


Signature: _____________________________    Date: ___________

MDM Policy Template for BYOD Users

## Introduction

This Mobile Device Management (MDM) Policy aims to govern the use of personal mobile devices (Bring Your Own Device, BYOD) within the organization's network and systems.

## Policy Coverage

- Personal devices used for work purposes
- Data and application access through personal devices

## Device Compatibility

- Minimum OS version required
- Hardware prerequisites for security features

## Security Measures

- Mandatory installation of company's MDM software
- Firewall and anti-malware programs required

## App Management
- BYOD users have access to a selection of corporate apps made available through the organization's private app store.
- Users are permitted to download apps from public app stores, with the exception of apps on a blacklist (e.g., TikTok).
- Blacklisted apps cannot be installed; non-compliance will trigger a security audit and may result in disciplinary action.

## Software Updates

- Users are responsible for keeping their device's software up-to-date

## Incident Response

- IT support available during business hours
- User responsibility to report lost/stolen device within 24 hours

## Data Management

- Auto-sync of work-related data to a secure company cloud
- Local storage of sensitive data is prohibited

## Compliance and Audit

- Bi-annual security audits
- Failure to comply can result in revoked access

## User Agreement

By accessing company data on a personal device, you agree to abide by all rules and guidelines stated above.


Signature: _____________________________    Date: ___________

Jérémy Bodokh
September 12, 2023

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