Privacy Plan Template: Protect Customer Data and Stay Compliant

Build confidence with a clear, practical plan for protecting personal information. This free template is based on OAIC guidance and will help your organisation meet its privacy obligations.

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What’s inside

Your download includes a ready-to-use Privacy Management Plan template that covers:

  • A structured framework for managing personal information

  • Roles and responsibilities for privacy governance

  • Risk identification and management steps

  • Procedures for responding to privacy breaches

  • Review and continuous improvement guidance

  • References to the Office of the Australian Information Commissioner (OAIC)

Why Use It?

  • Stay compliant
    Align with the Privacy Act 1988 and Australian Privacy Principles

  • Build trust
    Demonstrate to clients, customers and stakeholders that you value their privacy

  • Reduce risk
    Minimise the chance of costly data breaches or non-compliance

  • Save time
    Use a professionally written, practical plan instead of starting from scratch

Whether you’re a small business, not-for-profit or professional services firm, this template gives you a head start in embedding privacy management into your organisation.

 FAQs

  • No – this is a practical resource to help you implement privacy management. It is not legal advice, but it is aligned with OAIC guidance.

  • Yes. Even small organisations collect and store personal information. Having a plan helps you meet obligations and builds stakeholder confidence.

  • Absolutely. It’s designed to be customised – add your organisation’s details, processes and policies to make it fit your needs.

  • A Privacy Policy is external and tells clients how you handle their data. A Privacy Management Plan is internal – it helps your team understand, manage and improve privacy practices.

  • The template is provided as an unbranded Word document so you can customise it easily.

Need More Help?

If you’d like to go deeper, check out our blog on Privacy, explore our Policy Consultant Services, or book a call to chat with me directly.

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Disclaimer

This resource is provided for general information purposes only. It highlights what actions may help improve governance, compliance, or cyber resilience, but it does not provide detailed technical instructions or legal advice. You should seek support from a qualified professional (e.g. IT provider, lawyer, or compliance adviser) to implement or adapt these actions to your organisation’s specific circumstances.

By downloading this resource, you acknowledge that Ellevate Solutions is not responsible for any loss or damage arising from its use.