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  • Writer's pictureSara Millis

How to create an effective IT policy for hybrid working

Updated: Jul 13, 2023

We recently discussed Hybrid working: How to upgrade your IT for better productivity and realised just how important it would be to share our thoughts on creating an effective hybrid IT policy with you. So here it is!


Young man smiling while working on a laptop in a hybrid work setting

Why is a hybrid IT policy so important?

A hybrid IT policy is vital for several reasons. Firstly, flexibility. A well-documented approach allows organisations to manage their IT infrastructure both on-premises and through cloud-based solutions, which can be beneficial in different scenarios.


Secondly, a hybrid It policy can help organisations scale their IT infrastructure more efficiently. They can add or remove resources as needed without worrying about the limitations of their on-premises infrastructure.


Then there’s cost-effectiveness. A well-put-together IT policy allows organisations to use cloud-based solutions for specific tasks, which can be less expensive than maintaining on-premises infrastructure.


Security is also a concern. Using both on-premises and cloud-based solutions, organisations can ensure that critical data and applications are protected in case of a security breach. A hybrid IT policy can help organisations enhance their security posture.


Then, of course, there is business continuity. With a hybrid IT environment, critical applications and data can be replicated and stored in the cloud, ensuring they can be quickly restored in case of an outage.


Here’s how to create your hybrid IT policy in 9 steps

Building an IT policy for hybrid working can help ensure your organisation's IT infrastructure is secure, reliable, and efficient. Here are some steps to create yours.


  1. Identify the scope of the policy - Determine what the policy will cover, such as remote access to company systems, equipment requirements, network security, and communication and collaboration tools.

  2. Determine the roles and responsibilities - Define the roles and responsibilities of your IT team, managers, and employees in ensuring the effective implementation of the policy.

  3. Establish security protocols - Define security protocols to ensure the IT infrastructure is secure, including password policies, multi-factor authentication, and data encryption. Want to understand more about what security looks like for your business? Read our cybersecurity guides.

  4. Set equipment requirements - Define the equipment requirements for remote work, such as laptops, webcams, and headsets, and the process for obtaining them.

  5. Define communication and collaboration tools - Identify the communication and collaboration tools that will be used, such as video conferencing, chat platforms, and project management software. Define the protocols for using these tools effectively.

  6. Establish remote access protocols - Define the protocols for remote access to company systems and data, including virtual private networks (VPNs) and remote desktop software.

  7. Define support processes - Establish processes for IT support for remote employees, including the availability of support resources and escalation procedures.

  8. Communicate the policy - Communicate the policy to all employees, managers, and IT staff, and provide training to ensure that everyone understands the policy and their responsibilities.

  9. Review and update the policy - Regularly review and update it to ensure it remains relevant and effective in supporting your organisation's hybrid work environment.


By following these steps, you can create an effective IT policy for hybrid working that supports the needs of your employees and your organisation.


Contact Eric today if you need help with remote IT support for hybrid workers.

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