Heimdal
article featured image

Contents:

A patch management template is crucial for keeping all systems consistently up-to-date.

Around 84% of MSPs say security patches dominate their workload—and for good reason. With 60% of breaches linked to unpatched vulnerabilities, timely updates are a critical line of defense.

This article serves as a centralized resource for various patch management templates, each designed to streamline and enhance the efficiency of your patch management process.

Whether you’re creating a policy from scratch or refining your existing workflows, these templates can save time and boost compliance.

patch management templates

Patch Management Policy Template 

This policy outlines the fundamental policies governing patch management.

It includes statements, roles, responsibilities, and compliance standards.

The template is vital for establishing a clear framework for patch management activities. 

💡Use this template to set expectations, define accountability, and comply with industry regulations.

Key Components

  • Policy statements;
  • Roles and responsibilities;
  • Patching guidelines;
  • Compliance standards.

In the Google Docs format, please ensure to create a personal copy of the template before entering your information.

Patch Management Process Checklist 

The template includes a practical checklist that guides through each critical step in the patch management process.

The template ensures nothing is overlooked, from pre-patch assessment to post-deployment verification.

💡Ideal for IT teams looking to operationalize their patch deployment workflow.

Key Components

  • Step-by-step process guidance;
  • Pre and post patch deployment checks.

In the Google Docs format, please ensure to create a personal copy of the template before entering your information.

Patch Management Strategy Template 

This policy provides a strategic approach to patch management, including policy and compliance, roles and responsibilities, risk assessment, documentation, and training.

💡A strong strategy helps minimize business disruptions while maintaining security and uptime.

Key Components

  • Strategic objectives;
  • Risk assessment and prioritization;
  • Training and awareness programs.

In the Google Docs format, please ensure to create a personal copy of the template before entering your information.

Patch Management Schedule Template

This schedule template aids in planning and prioritizing patch deployments.

It includes a patch release calendar, priority settings, and downtime planning.

💡Using this schedule helps reduce system downtime while ensuring timely patch application.

Key Components

  • Patch release calendar;
  • Prioritization and scheduling.

In the Google Docs format, please ensure to create a personal copy of the template before entering your information.

Patch Management Report Template 

The report is essential for documenting and evaluating the patch management process.

It includes sections for executive summary, deployment statistics, and improvement recommendations.

💡This template is perfect for CISOs, IT managers, and compliance teams.

Key Components

  • Executive summary;
  • Deployment statistics;
  • Recommendations for improvement.

In the Google Docs format, please ensure to create a personal copy of the template before entering your information.

Wrap-Up

These templates offer a comprehensive framework for managing the patch management process in various accessible formats.

They ensure that all aspects, from policy to reporting, are thoroughly covered, enabling organizations to maintain a secure and efficient IT environment.

By implementing these templates, teams can reduce risk, improve coordination, and stay ahead of potential threats.

Heimdal® Patch & Asset Management

The Patch & Asset Management product offers a comprehensive solution for managing software vulnerabilities.

With real-time visibility and centralized control, it helps teams stay proactive in the face of evolving cyber threats.

Supporting multiple platforms—including Microsoft, Linux, and Apple—it provides a unified framework for managing both security and non-security updates.

Heimdal Official Logo
Automate your patch management routine.

Heimdal® Patch & Asset Management Software

Remotely and automatically install Windows, Linux and 3rd party application updates and manage your software inventory.
  • Schedule updates at your convenience;
  • See any software assets in inventory;
  • Global deployment and LAN P2P;
  • And much more than we can fit in here...
Try it for FREE today 30-day Free Trial. Offer valid only for companies.
Author Profile

Gabriella Antal

SMM & Corporate Communications Officer

linkedin icon

Gabriella is the Social Media Manager and Cybersecurity Communications Officer at Heimdal®, where she orchestrates the strategy and content creation for the company's social media channels. Her contributions amplify the brand's voice and foster a strong, engaging online community. Outside work, you can find her exploring the outdoors with her dog.

CHECK OUR SUITE OF 11 CYBERSECURITY SOLUTIONS

SEE MORE