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Create a Zero Trust Implementation Plan

Build a path to seamless security and verified trust.

Zero trust cybersecurity provides a proactive defense against modern cyberthreats and aligns security with organizational objectives, but organizations face significant obstacles to implementation. Our comprehensive research offers step-by-step guidance to implementing your roadmap to a zero trust framework tailored to your organization’s unique needs.

Efforts to implement zero trust principles and technology are often held back by legacy or hybrid systems, inadequate planning, fear of disrupting critical business functions, and lack of an overarching strategy. Organizations must address these challenges and carefully consider factors such as user base, environment, and critical resources when deciding how to implement their zero trust plan.

1. Verify, then trust.

Unlike traditional security measures, the zero trust model is based on continuous validation of every user, device, and request, regardless of location or privilege. This dynamic and adaptive system blends identity controls, risk assessment, and automation to strictly limit vulnerability to modern threats while aligning security with operational goals.

2. Data is at the heart of zero trust.

Zero trust prioritizes data security over network perimeter defenses identifying, classifying, and segmenting sensitive data to ensure it can be accessed only by authorized users, under very specific circumstances. This approach not only reduces the risk of data breaches but allows organizations to remain compliant with GDPR, HIPAA, and other regulations.

3. Zero trust is a strategy, not a product.

Zero trust is not a one-time setup but a continuous process that requires constant vigilance in the form of real-time monitoring and behavioral analytics. Organizations must commit to that process and augment it with a suite of advanced tools to ensure proactive threat detection and response.

Use this step-by-step blueprint to take your zero trust plan from roadmap to reality

Our research includes three-phase guidance, templates, tools, and other simple-to-use resources to lay out your path from planning to implementing zero trust cybersecurity in your organization. Use our comprehensive framework to build a proactive, dynamic process that safeguards your data, trusts no one implicitly, and supports a level of security your stakeholders can believe in.

  • Lay the groundwork for implementation by assessing organizational alignment, policy readiness, infrastructure, technical prerequisites, and training needs while also addressing prerequisite gaps and setting specific, actionable tasks.
  • Build your implementation plan by identifying milestones and dependencies and including risk management and contingency planning.
  • Operationalize your zero trust initiatives by finalizing your plan, ensuring operational readiness – including training and change management and securing stakeholder buy-in.

Create a Zero Trust Implementation Plan Research & Tools

1. Create a Zero Trust Implementation Plan ​Deck – A step-by-step framework for implementing a robust, proactive zero trust framework.

Once you have developed your zero trust roadmap, use this deck to methodically roll it out to ensure the cybersecurity process you’ve designed matches the needs of your organization.

  • Ensure your readiness, fulfill prerequisites, and set out your timeline to target state implementation.
  • Leverage Info-Tech’s methodology to build your implementation plan, operationalize initiatives, and prepare to go live.
  • Track progress with detailed metrics, along with a communication plan for stakeholders.

2. Create a Zero Trust Implementation Plan ​Executive Presentation – A concise template for outlining your zero trust plan to stakeholders.

Use this deck to put together a presentation to communicate your zero trust implementation plan to organizational leadership.

  • Explain the challenges, obstacles, and opportunities of zero trust cybersecurity.
  • Outline each step of your implementation plan, including your go-live checklist.
  • Present your chosen success metrics.

3. Risk Register Tool – A comprehensive repository for all the potential risks facing your organization.

Use this workbook to methodically describe the risk profile of your entire organization and how it compares to overall risk tolerance.

  • Record, assess, and define risk response actions for all the identified risks that are part of your risk environment.
  • List the owner, category, and planned actions for each identified risk.
  • Record your organization's likelihood and impact scales.

4. Zero Trust Implementation Planning Tool – A detailed workbook to help identify the current and target state of your security program.

Use this comprehensive planning tool to get a detailed snapshot of the key components of your organization’s security environment in order to map your way to your desired target state.

  • Capture key goals for your security program.
  • List the prerequisites that can be customized to fit your needs.
  • Determine which initiative to prioritize using impact, effort, and risk as your determining factors.

Build a path to seamless security and verified trust.

About Info-Tech

Info-Tech Research Group is the world’s fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

You Get:

  • Create a Zero Trust Implementation Plan – Phases 1-3
  • Create a Zero Trust Implementation Plan Executive Presentation
  • Risk Register Tool
  • Zero Trust Implementation Planning Tool

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 9 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Laying the Groundwork for Implementation​
  • Call 1: Review outputs from zero trust roadmap deliverables.
  • Call 2: Build out prerequisites and RACI.
  • Call 3: Identify milestones and initiative priorities.​

Guided Implementation 2: Translating Strategy Into Detailed Execution ​
  • Call 1: Define risk, effort, and impact.
  • Call 2: Build prioritized list of project.
  • Call 3: Identify risks to completion.

Guided Implementation 3: Operationalizing Zero Trust Initiatives​
  • Call 1: Identify initiative budgets and owners.
  • Call 2: Discuss metric tracking and success factors.
  • Call 3: Complete workbook and presentations.

Author

John Donovan

Search Code: 106971
Last Revised: March 10, 2025

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