Make a spreadsheet of what data you have and where it lives
Make a list of the types of sensitive information your business handles — customer names, payment info, employee records, contracts — and note where each type is stored. You can’t protect what you don’t know you have.
🌸 Flo’s Flower Shop example
Flo keeps a simple spreadsheet on her desktop. It tells her: customer order history is in her point-of-sale (POS) system, employee payroll is with her accountant, and supplier contracts are in a Google Drive folder only she can access. When her bookkeeper asks for access, Flo knows exactly what to share — and what to keep restricted.
To do
- Get started by downloading the editable Cybersecurity Starter Inventory spreadsheet or copying the spreadsheet to Google Sheets. Follow along on the spreadsheet to track your progress.
- Go to the tab titled “Data Map (3.1)” in the Cybersecurity Starter Inventory spreadsheet.
- Write down each type of data you collect, such as customer info, payment records, employee files, and vendor contracts
- Note where each lives: your computer’s hard drive, a cloud service like Google Drive, a point-of-sale system, paper files
- Identify who has access to each type — owner only, all employees, your accountant?
- Review and update this list once a year or when something changes
📄 What it looks like — Flo’s data map
| Type of data | Where it’s stored | Who has access | Sensitive? |
|---|---|---|---|
| Customer orders | Square (POS) | Flo, staff | Yes |
| Payroll | With accountant | Flo, accountant | Yes |
| Supplier contracts | Google Drive | Flo only | No |
| + your data… |