If you are a cybersecurity consultant or RSSI in a financial services institution, this playbook was built for you.
As a professional responsible for aligning information security and data protection practices with stringent regulatory expectations, you face mounting pressure to demonstrate compliance with both ISO 27001 and GDPR. Your role requires not only technical precision but also the ability to navigate complex audit landscapes, coordinate cross-functional teams, and produce auditable evidence that stands up to regulatory scrutiny. This playbook delivers a structured, repeatable methodology tailored to the operational realities of financial institutions operating under EU and French data protection laws.
Today's regulatory environment demands more than point-in-time compliance. Supervisory authorities expect continuous risk assessment, documented control effectiveness, and integration of privacy principles into security governance. You are expected to produce evidence of due diligence, maintain records of processing activities, conduct data protection impact assessments, and ensure that information security controls are not only implemented but also maintained and reviewed. Failure to meet these requirements can result in enforcement actions, financial penalties, and reputational damage.
Engaging a Big-4 consultancy to design and implement an ISO 27001 and GDPR compliance program typically costs between EUR 80,000 and EUR 250,000. Alternatively, building the program internally requires dedicating 2 to 3 full-time equivalents for 6 to 9 months, including time for framework interpretation, control mapping, documentation development, and audit coordination. This playbook provides the same foundational structure and deliverables at a fraction of the cost, just $395.
What you get
| Phase | File Type | Description | Quantity |
| Gap Assessment | Domain Assessment Workbook | 30-question evaluation per domain covering policy alignment, control implementation, and evidence availability | 7 |
| Risk Assessment | Risk Treatment Plan Template | Structured format for identifying, analyzing, and treating information security risks in line with ISO/IEC 27005 | 1 |
| Control Implementation | Evidence Collection Runbook | Step-by-step guide for gathering, organizing, and validating evidence required for ISO 27001 and GDPR audits | 1 |
| Control Implementation | RACI Matrix Template | Predefined responsibility assignment chart for key compliance activities across departments | 1 |
| Control Implementation | Work Breakdown Structure (WBS) | Hierarchical decomposition of compliance tasks into manageable work packages with timelines and dependencies | 1 |
| Audit Preparation | Audit Prep Playbook | Checklist-driven guide for internal and external audit readiness, including mock audit scenarios and auditor Q&A preparation | 1 |
| Continuous Monitoring | Control Review Calendar | 12-month schedule for control testing, policy reviews, and management reviews aligned with ISO 27001 requirements | 1 |
| Cross-Reference | Cross-Framework Mapping Matrix | Detailed alignment between ISO 27001:2022 controls, GDPR Articles, and ISO/IEC 27005 risk management processes | 1 |
| Readiness | ISO 27001 Readiness Assessment Workbook | 30-question diagnostic tool to evaluate current compliance posture against ISO 27001 requirements, tailored for financial institutions | 1 |
| Documentation | Policy and Procedure Templates | Editable templates for required documentation including Information Security Policy, Acceptable Use Policy, and Data Processing Agreements | 10 |
| Documentation | Record of Processing Activities (RoPA) Template | GDPR-compliant template for maintaining processing records, including legal basis, data flows, and retention periods | 1 |
| Risk & Compliance | Data Protection Impact Assessment (DPIA) Template | Structured form to assess high-risk processing activities under GDPR Article 35 | 1 |
| Operational | Incident Response Playbook | Procedure for detecting, reporting, and responding to personal data breaches under GDPR 72-hour notification rule | 1 |
| Governance | Management Review Meeting Pack | Agenda, presentation slides, and decision log for formal ISMS reviews required by ISO 27001 Clause 9.3 | 1 |
| Total Files Delivered | 64 |
Domain assessments
The playbook includes seven domain-specific assessments, each containing 30 targeted questions to evaluate compliance maturity:
- Information Security Governance: Evaluates the existence and effectiveness of policies, roles, responsibilities, and management oversight for the ISMS.
- Asset Management: Assesses procedures for identifying, classifying, and protecting information assets across the organization.
- Access Control: Reviews user access provisioning, privilege management, and authentication mechanisms in place.
- Cryptographic Controls: Examines encryption practices for data at rest, in transit, and key management processes.
- Physical and Environmental Security: Covers protection of physical premises, equipment, and storage media from unauthorized access.
- Operations Security: Assesses change management, backup procedures, logging, and monitoring practices.
- Supplier Relationships: Reviews due diligence, contractual obligations, and monitoring of third-party service providers handling sensitive data.
What this saves you
| Activity | Time with Playbook | Time Without Playbook |
| Gap Assessment | 5, 7 days | 14, 21 days |
| Risk Treatment Planning | 3, 5 days | 10, 14 days |
| Evidence Collection | 7, 10 days | 21, 30 days |
| Audit Preparation | 5, 7 days | 14, 21 days |
| Cross-Framework Mapping | 1 day | 10, 14 days |
| Total Estimated Time Saved | 40, 70 days |
Who this is for
- Cybersecurity consultants supporting financial institutions with compliance program implementation
- RSSI (Responsable de la Sécurité des Systèmes d'Information) in French-regulated financial entities
- Compliance officers responsible for coordinating ISO 27001 and GDPR initiatives
- IT governance leads preparing for external certification audits
- Data protection officers (DPOs) needing to integrate security controls into GDPR compliance
- Internal auditors verifying control effectiveness across information systems
- Project managers overseeing multi-year compliance transformation programs
Cross-framework mappings
This playbook includes explicit mappings to the following frameworks and regulations:
- ISO/IEC 27001:2022 , Information Security Management Systems
- General Data Protection Regulation (GDPR) , Regulation (EU) 2016/679
- ISO/IEC 27005:2018 , Information Security Risk Management
- ANSSI Référentiel Général de Sécurité (RGS) , French national security baseline
- NIST Cybersecurity Framework (CSF) , Core Functions and Subcategories
- COBIT 2019 , Governance and management objectives
- PCI DSS v4.0 , Where applicable to cardholder data environments
What is NOT in this product
- This is not a software tool or automated compliance platform
- No audit or certification services are included
- It does not provide legal advice or replace counsel on GDPR interpretation
- No onboarding, training, or consulting hours are part of this purchase
- It does not include custom policy writing for your specific organization
- No integration with GRC or SIEM systems is provided
- The templates require manual adaptation to your institution's context
Lifetime access
You receive permanent access to all 64 files. There is no subscription fee. There is no login portal. Once the files are downloaded, they are yours to use, modify, and reuse across projects and clients without time limitation or recurring cost.
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