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Virtual CISO (vCISO) — Security Program as a Service

Virtual CISO (vCISO) — Security Program as a Service provides fractional security leadership for organizations that need accountable strategy, risk management, policy governance, compliance coordination, incident-readiness planning, security metrics, and executive reporting without hiring a full-time CISO. The base retainer is $3,500 per month; meeting cadence, hours, deliverables, frameworks, locations, and hands-on implementation are defined in the selected service tier and statement of work.

Timeline 30 daysService owner Dan ApplebyMicrosoft 365Microsoft DefenderMicrosoft Purview

What this engagement is

The vCISO serves as an advisor and program leader, working with executives, IT, legal, compliance, HR, vendors, and technical teams. The engagement can establish a roadmap, risk register, policy lifecycle, governance cadence, exercise program, and board reporting. It does not automatically include legal advice, formal audit or certification, 24/7 SOC monitoring, forensic incident response, unlimited project labor, or authority reserved for company officers. Those services require explicit scope and qualified providers.

Success criteria

01Security governance roles, decision rights, cadence, reporting audience, and service-tier boundaries are documented.
02Leadership approves a risk-informed security strategy and prioritized roadmap.
03Material risks, exceptions, policies, compliance obligations, and remediation owners are tracked consistently.
04Incident-readiness and executive reporting activities occur on the agreed schedule.
05Quarterly service reviews show completed work, unresolved decisions, changes in risk, and next priorities.

What you receive

Security strategy, roadmap, governance charter, and recurring operating cadence.
Risk register and executive risk-reporting format.
Policy and standards roadmap with agreed documents developed or updated within tier limits.
Compliance-readiness coordination and evidence-governance guidance for selected frameworks.
Incident-readiness plan, exercise or review cadence, and escalation contacts.
Recurring executive or board-ready reporting and quarterly service review.

How the work unfolds

Milestone 1

Engagement kickoff and governance setup — confirm executive sponsor, business objectives, compliance drivers, meeting cadence, reporting expectations, communication channels, and escalation paths.

Milestone 2

Current-state discovery — review existing Microsoft 365, Microsoft Defender, Microsoft Purview, identity, endpoint, email security, data protection, backup, incident-response, policy, vendor, and compliance documentation where available.

Milestone 3

Initial risk and control review — identify material security risks, control gaps, known issues, regulatory obligations, business-impact concerns, and quick-win improvements; document findings in an initial risk register.

Milestone 4

Security strategy and roadmap development — prioritize initiatives by business risk, compliance need, effort, dependency, and budget; align roadmap items to Microsoft security and compliance capabilities where appropriate.

Milestone 5

Policy and standards framework — assess or develop core security policies and standards such as acceptable use, access control, MFA, endpoint security, data handling, incident response, vendor risk, and security awareness expectations.

Milestone 6

Compliance oversight rhythm — map applicable SOC, CMMC, HIPAA, or other requirements to program activities, track readiness gaps, and coordinate evidence-owner responsibilities; audit execution remains subject to separate scope.

Milestone 7

Incident-response readiness — review or create an incident-response plan, identify roles and contacts, define notification and escalation expectations, and facilitate tabletop planning as included by engagement tier.

Milestone 8

Monthly operating cadence — hold recurring security leadership meetings, update the risk register and roadmap, review open decisions and blockers, provide vendor/tooling guidance, and track agreed program actions.

Milestone 9

Quarterly executive or board reporting — prepare and present a business-level security update covering risk posture, roadmap progress, key decisions, compliance status, incidents or readiness activities, and recommended priorities for the next period.

Prerequisites

Named executive sponsor and primary client point of contact with authority to prioritize security-program decisions.
Availability of key stakeholders, typically including IT leadership, business leadership, compliance/legal contacts as applicable, HR, finance/procurement, and operational system owners.
Access to relevant security and compliance information, such as current policies, risk registers, prior assessments, audit findings, incident history, insurance requirements, vendor questionnaires, and regulatory obligations.
Appropriate read-only or delegated access to Microsoft 365, Microsoft Entra ID, Microsoft Defender, Microsoft Purview, endpoint management, ticketing, reporting, or security portals as needed for review activities.
Current inventory or reasonable discovery support for users, devices, critical applications, cloud services, data repositories, third-party vendors, and business-critical systems.
Confirmation of applicable compliance targets, such as SOC, CMMC, HIPAA, contractual requirements, cyber-insurance requirements, or customer security obligations.
Client agreement that remediation work, licensing changes, audit representation, legal review, penetration testing, and managed security operations may require separate approval or a separate statement of work.

Who does what

IT Partner

  • security-program strategy and roadmap
  • risk assessment and management
  • policy and standards development
  • compliance oversight (SOC, CMMC, HIPAA as applicable)
  • vendor and tooling guidance
  • incident-response readiness
  • quarterly executive/board reporting
  • facilitate recurring security governance meetings and maintain agreed action tracking appropriate to the selected engagement depth
  • maintain or update the risk register using information provided by the client and observations from program reviews
  • provide practical Microsoft security and compliance guidance for Microsoft 365, Microsoft Defender, and Microsoft Purview where relevant to the client environment
  • advise on prioritization of remediation, budget planning, tooling rationalization, and executive-level risk acceptance decisions
  • escalate material risks, unresolved decisions, or compliance-readiness concerns to the agreed client sponsor

Your team

  • assign an executive sponsor and operational point of contact for the vCISO engagement.
  • provide timely access to relevant documentation, systems, reports, policies, compliance requirements, vendor information, and prior assessment results.
  • make appropriate stakeholders available for discovery, risk review, roadmap planning, policy review, compliance discussions, and executive reporting.
  • review and approve policies, standards, roadmap priorities, risk treatment decisions, exceptions, and business-impact tradeoffs.
  • own implementation of approved security changes unless remediation services are separately contracted with IT Partner.
  • provide timely decisions on licensing, budget, procurement, vendor changes, internal communications, and organizational change management.
  • identify applicable regulatory, contractual, cyber-insurance, customer, and internal governance requirements.
  • maintain internal accountability for business risk acceptance, legal interpretation, employee enforcement, and final compliance representations.

What's not included

24/7 support, 24/7 managed SOC, managed detection and response, continuous alert monitoring, ongoing maintenance, or after-hours emergency response are not included by default in the vCISO monthly retainer, but are available as optional extra-cost add-ons delivered through IT Partner's NOC, third-party support partnerships, and a Microsoft Premier Support agreement where appropriate.
hands-on remediation projects, system configuration changes, migrations, deployments, endpoint cleanup, identity restructuring, or data-loss-prevention rollout unless separately scoped.
Microsoft licensing, third-party software, security tools, audit fees, certification fees, cyber-insurance premiums, or external professional-services costs.
guaranteed compliance certification, guaranteed audit outcome, guaranteed cyber-insurance approval, or legal opinion.
formal penetration testing, red-team exercises, vulnerability scanning programs, forensic investigation, malware eradication, or breach containment unless separately scoped.
acting as the client’s legal counsel, privacy officer, compliance officer of record, or executive officer with binding corporate authority.
employee security-awareness training delivery, phishing simulations, tabletop facilitation beyond the selected tier, or broad organizational change campaigns unless separately included.
vendor contract negotiation, procurement execution, or assumption of responsibility for third-party vendor performance.

Limitations & technical notes

!Tiered by engagement depth.
!Proposed tiering for review only: Essential typically supports a light monthly leadership cadence, core risk register, roadmap, and quarterly executive reporting; Standard typically adds deeper monthly or biweekly governance, policy development, compliance tracking, and tooling guidance; Advanced typically supports a higher-touch weekly cadence, expanded stakeholder coordination, deeper compliance readiness oversight, and more frequent executive preparation. Only the published starting price of $3,500/month should be considered approved until IT Partner confirms formal tier names, inclusions, and pricing.
!vCISO guidance depends on the accuracy and completeness of information, access, documentation, and stakeholder input provided by the client.
!Compliance oversight helps organize readiness and risk visibility but does not guarantee SOC, CMMC, HIPAA, or other audit/certification outcomes.
!The service is advisory and governance-oriented; operational remediation, engineering implementation, and managed security operations require separate scope unless explicitly included in the selected tier.
!Microsoft 365, Microsoft Defender, and Microsoft Purview recommendations may require additional licensing, configuration changes, user communication, testing, or change-control approval before implementation.
!Executive and board reporting cadence is quarterly per the source description, while additional reporting frequency should be confirmed by engagement tier.

Frequently asked questions

What is the Virtual CISO (vCISO) — Security Program as a Service?

Virtual CISO (vCISO) — Security Program as a Service provides senior, fractional security leadership for mid-market organizations that need security strategy, risk management, policy, compliance oversight, incident-response readiness, vendor and tooling guidance, and executive reporting. It is designed for organizations that need CISO-level accountability but cannot justify hiring a full-time CISO.

Who is the vCISO service best suited for?

The vCISO service is best suited for mid-market organizations that need recurring security leadership, governance, and oversight without adding a full-time executive role. It is especially relevant when an organization needs help building or maturing a security program across Microsoft 365, Microsoft Defender, Microsoft Purview, compliance, and risk management.

What is included in IT Partner’s vCISO service?

The stated scope includes security-program strategy and roadmap, risk assessment and management, policy and standards development, compliance oversight, vendor and tooling guidance, incident-response readiness, and quarterly executive or board reporting. The service is delivered as ongoing senior security leadership on a monthly retainer.

What deliverables should we expect from the vCISO engagement?

Expected deliverables include a security strategy and roadmap, a risk register, a policy framework, compliance oversight, and recurring executive reporting. These deliverables are intended to give leadership visibility into security priorities, risks, and program progress.

How does the vCISO service help with security strategy and roadmap planning?

The vCISO service helps define a security-program strategy and roadmap so the organization has a prioritized plan for improving governance, risk reduction, compliance readiness, and security operations. The roadmap is part of the stated service scope, but the exact planning cadence and milestones should be confirmed with IT Partner because the published service description does not define a detailed implementation plan.

Does the vCISO service include risk assessments?

Yes, risk assessment and risk management are part of the stated vCISO responsibilities. The service includes maintaining visibility into security risks through a risk register, helping leadership understand which risks need attention and how they relate to the broader security program.

Does the vCISO service include security policy development?

Yes, policy and standards development are included in the stated scope. The service includes creating or improving a policy framework so the organization has documented expectations for security governance, controls, and operational practices.

Can the vCISO service help with SOC, CMMC, or HIPAA compliance?

The vCISO can coordinate readiness, governance, evidence ownership, remediation planning, and executive oversight for selected frameworks such as SOC 2, CMMC, or HIPAA. It does not replace legal advice, an auditor, a C3PAO, a certification body, or a guarantee of outcome.

Does the vCISO service include Microsoft 365, Microsoft Defender, and Microsoft Purview guidance?

Yes, the service is categorized for Microsoft 365, Microsoft Defender, and Microsoft Purview under Security and Protection. The stated scope includes vendor and tooling guidance, which can include guidance around Microsoft security and compliance capabilities where they are relevant to the client’s environment.

Is the vCISO service a replacement for a full-time CISO?

The vCISO service is intended to provide senior, fractional security leadership for organizations that cannot justify a full-time CISO. It can cover strategic leadership, oversight, and executive reporting, but the engagement depth is tiered and should be confirmed with IT Partner if the organization expects full-time operational coverage.

How long does the vCISO engagement last?

The vCISO service is an ongoing monthly engagement. It is not described as a one-time project, because the service is designed to provide recurring security leadership, governance, and executive reporting over time.

How much does the vCISO service cost?

The service is tiered by engagement depth, so final pricing may vary based on the level of involvement, scope, and reporting expectations confirmed with IT Partner.

What happens during the first month of the vCISO service?

A typical first month focuses on onboarding, confirming stakeholders and cadence, reviewing available security and compliance documentation, gathering Microsoft 365/Defender/Purview context where applicable, identifying initial risks, and beginning a risk register and security roadmap. The exact first-month plan should be confirmed with IT Partner based on the selected engagement tier.

What prerequisites are required before starting the vCISO service?

Typical prerequisites include an executive sponsor, stakeholder availability, access to relevant Microsoft and security portals or reports, existing policy and compliance documentation, current tooling and vendor information, known audit or insurance requirements, and approval for IT Partner to review security-program information.

What responsibilities does IT Partner take on in the vCISO service?

IT Partner’s stated responsibilities include security-program strategy and roadmap, risk assessment and management, policy and standards development, compliance oversight for SOC, CMMC, and HIPAA as applicable, vendor and tooling guidance, incident-response readiness, and quarterly executive or board reporting. These responsibilities focus on leadership, governance, oversight, and guidance for the security program.

What responsibilities does the client have during the vCISO engagement?

The client typically provides an executive sponsor, access to relevant information and systems, stakeholder participation, timely decisions and approvals, compliance context, and ownership of implementation activities unless remediation work is separately contracted.

Does the vCISO service include incident response?

The base service includes incident-readiness planning, escalation design, tabletop support when included, and executive coordination guidance. Hands-on forensic response, breach counsel, crisis communications, and unlimited incident labor are separate services.

Does the vCISO service include 24/7 security monitoring or a managed SOC?

No, not in the base $3,500 monthly retainer. MDR, SOC monitoring, after-hours response, and continuous technical operations require a separate managed-service agreement.

Will the vCISO service cause downtime or business disruption?

The vCISO service is primarily an advisory, leadership, governance, and reporting engagement, so the service itself is not described as requiring downtime. Any business impact would depend on future security changes, tooling adjustments, or remediation activities that are separately planned and approved.

What happens after each reporting period or quarterly executive review?

The service includes recurring executive reporting and quarterly executive or board reporting, so leadership receives ongoing visibility into risks, priorities, and security-program progress. Because the engagement is ongoing monthly, the outputs from reporting should inform the next cycle of roadmap updates, risk management, and security-program oversight, with exact cadence confirmed with IT Partner.

What is not included in the vCISO monthly retainer?

Typical exclusions include 24/7 support, 24/7 SOC or MDR operations, continuous monitoring, ongoing maintenance, hands-on remediation projects, licensing costs, penetration testing, forensic incident response, external audit fees, legal opinions, guaranteed compliance certification, and implementation work unless separately scoped. 24/7 support, continuous monitoring, and ongoing maintenance are available as optional extra-cost add-ons delivered through IT Partner's NOC, third-party support partnerships, and a Microsoft Premier Support agreement where appropriate.

How are vCISO tiers defined?

Each tier is defined in the statement of work by monthly hours, meeting cadence, included deliverables, frameworks, locations, executive reporting, project labor, and response availability. The base published price is $3,500 per month.

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