Industry playbook

Education Playbook

Protect learners, staff, and institutional trust

Minimum acceptable process for schools and edtech — privacy-aware controls and evidence for boards and partners.

Monthly evidence hygiene · Semester / term readiness checks · Annual program review

Typical frameworks

  • SOC 2
  • ISO 27001
  • NIST CSF
  • CIS Controls

Minimum process

  • Enable controls for identity, data protection, and third parties
  • Align policies to student / staff data handling expectations
  • Collect evidence from IT, security, and academic ops owners
  • Prepare board and accreditation-ready summaries
  • Keep vendor and cloud school-tool inventory current

Evidence baseline

  • Access reviews for SIS / LMS and staff systems
  • Data retention and disposal records
  • Security awareness training completions
  • Vendor / edtech tool assessments
  • Incident and downtime communication records

How it fits

Playbook → Compliance program

Use this playbook as the starting path inside Opticini Compliance: enable the right frameworks, operate controls, collect evidence on cadence, and stay ready — without inventing the program from a blank catalog.

See Compliance

Run the Education playbook

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