OT–IT Integration Security & Practical Steps Checklist

Integration stage

Select the current stage of this integration.

Process & governance controls (check all that apply)

Operational processes and governance that reduce risk and clarify responsibilities.

Change-control process defined and enforced

Scheduled maintenance windows & update procedures

Incident response plan that covers OT–IT incidents

Access reviews and audit trails enabled

Data ownership and data-contracts agreed between OT and IT

Operator fallback procedures and manual overrides documented

Regular tabletop exercises with IT/OT and frontline staff

Frontline & stakeholder communication items (check all that apply)

Communication and training tasks so frontline teams know what to expect and how to respond.

Frontline staff briefed on changes and expected behaviours

Clear escalation path for anomalies and alarms

Training on read-only dashboards, alert meaning, and next steps

SOPs and shift-handover templates updated

Communication templates and incident messages prepared

Minimum acceptance criteria (check each item met)

Core conditions that must be satisfied before advancing stages or going live.

No adverse impact to control loops during integration tests

Failsafe fallback verified under test conditions

No write access from IT systems to PLCs unless separately authorized

Authentication & authorization validated end-to-end

Operational monitoring & alerting configured

Stakeholders (OT lead, IT lead, cybersecurity, operations) signed off

Evidence attached / available (select all)

Network diagrams

Asset inventory snapshot

Data contracts / data schema

SLA / vendor agreements

Pilot test results / logs

Risk rating (1 = low, 5 = high)

Team-estimated residual risk of the proposed integration after controls.

1.0 10.0

Is the integration ready to proceed?

Requires acceptance criteria met and stakeholder signoff to answer Yes.

Assigned owner (name & role)

Person responsible for completing remaining tasks and follow-ups.

Target completion date

Planned date for moving to the next stage or production. Use ISO yyyy-mm-dd if possible.

Additional notes, constraints, vendor contacts

Free-text field for contextual details, known limitations, required approvals, vendor contacts, or follow-up actions.

Checklist saved by (name & contact)

Who completed this checklist entry? Useful for follow-up.

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OT–IT Integration Security & Practical Steps Checklist

OT–IT Integration Security & Practical Steps Checklist

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