01 — Getting Started
Client & Survey Info
Basic details for this site survey engagement.
02 — Footprint
Locations & Workforce
One row per site. Employee totals roll up automatically below.
| Site Name | Address | Site Type | Total Employees | On-Site | Remote |
|---|
Total Employees
0
On-Site / Local
0
Remote
0
03 — Assets
Hardware Inventory
Workstations, servers, network gear — anything with an asset tag.
| Asset Tag | Device Type | Make / Model | Location | Purchase Date | Warranty Exp. |
|---|
04 — Assets
Software Inventory
Applications, licensing, and vendor support status.
| Software Name | Vendor | License Type | Support Status | Criticality |
|---|
05 — Spend
Services & Subscriptions
SaaS, telecom, security, and backup/DR vendors.
| Service Name | Category | Vendor | Monthly Cost ($) | Criticality |
|---|
Estimated annual spend: $0
06 — Connectivity
Internet & Connectivity
Primary circuit for each site, plus redundancy.
| Location | ISP | Connection Type | Down (Mbps) | Redundant Circuit |
|---|
07 — Emerging Risk
AI Tools & Data Handling
Which AI tools are in use, and whether IT has approved them.
| AI Tool | Department | Data Sensitivity | Approved by IT | Risk Flag |
|---|
08 — Infrastructure
Data Centers & On-Prem Servers
On-premises, colocation, and cloud-hosted infrastructure.
| Server / System | Location Type | Function | Backup Method | Backup Tested |
|---|
09 — Framework Scoring
NIST CSF Assessment
Score each control 0–5: 0 = Not Implemented · 1 = Ad Hoc · 2 =
Repeatable · 3 = Defined · 4 = Managed · 5 = Optimized.
10 — Framework Scoring
HIPAA Compliance Assessment
Complete if this client is a HIPAA Covered Entity or Business
Associate.
11 — Quick Check
Cyber Hygiene Quick-Check
Eight direct yes/no questions that round out the overall score.
12 — Result
Cybersecurity Rating Dashboard
Calculated automatically from the NIST, HIPAA, and Cyber Hygiene sections above.
0
out of 100
Fill in the NIST, HIPAA, and Cyber
Hygiene sections above to generate a score.
NIST CSF Readiness0%
Weight: 40%
HIPAA ComplianceN/A
Weight: 20%
Cyber Hygiene0%
Weight: 40%