Contents

What's in the package?

A curated set of 69 documents covering the full scope of IEC 62443 — policies, procedures, registers and records, grouped into four implementation packs. Plus an AI Assistant Skill for your AI assistant and an Excel self-assessment for your SRs and FRs.

69
Documents
4
Implementation packs
1
AI Assistant Skill
1
Excel self-assessment

What's not included: the IEC 62443 standard itself

This package contains implementation templates and tools only. The IEC 62443 series is copyrighted by IEC / ISA and must be purchased separately under licence from IEC, ISA, NEN, NBN, BSI or DIN. Our documents reference the standard by clause, ZCR number, FR/SR/CR or Annex only — they do not reproduce its text.

Word

Policies, procedures, registers & records

All in .docx, with a consistent structure, headings and placeholders. Replace [organisation], [site], [zone] and [owner] and you're off.

Excel

Self-assessment for SRs & FRs

Score per System Requirement from IEC 62443-3-3, automatic heatmap per Foundational Requirement, gap analysis and SL determination. One file to track your progress.

New

AI Assistant Skill — implement the kit with your AI assistant

An installable skill for AI assistants such as Claude. It knows the 69 documents, the recommended fill-in sequence, the cross-references (TPL-04 → REG-06 → SOA-01 → MAT-01), the placeholder rules, and the audit checklist. Ask the assistant to fill CTX-01, justify an SL-T, or prepare for an audit — it stays inside the IEC 62443 vocabulary and never fabricates safety or owner fields.

The toolkit uses a consistent naming convention. Each abbreviation refers to a document type:

POLPolicyPROProcedureREGRegisterTPLTemplatePLNPlanRECRecordAUDAuditMGTMgmt reviewMANManualMATMatrixSOAStatement of ApplicabilityOBJObjectivesCTXContextGDEGuideMAPMap

The kit is delivered as 4 packs to be implemented in order: Governance → Risk → Lifecycle → Assurance. A 00. Start Here – Master Index folder ships alongside, containing the welcome guide, the ebook "The OT Cybersecurity Blueprint", and the AI Assistant Skill.

Pack 1

CSMS Governance & System Foundation

Scope, governance, policies, roles and the core registers of the management system.

18 documents

Use first.

POL· 7REG· 4TPL· 2MAN· 1OBJ· 1CTX· 1GDE· 1MAP· 1
RGI-CSMS-GDE-00Guide

Master Index & Customer User Guide

IEC ref: All clauses

RGI-CSMS-CTX-01Context

CSMS Context & Scope Statement

IEC ref: 4.1; 4.3

RGI-CSMS-MAN-01Manual

CSMS Manual & Process Map

IEC ref: 62443-2-1: 4–7

RGI-CSMS-MAP-01Map

IEC 62443 Coverage Map

IEC ref: 62443-2-1; 3-3

RGI-CSMS-POL-01Policy

OT Cybersecurity Policy

IEC ref: 4.3.2

RGI-CSMS-POL-02Policy

OT Acceptable Use Policy

IEC ref: A.9 family

RGI-CSMS-POL-03Policy

OT Remote Access Policy

IEC ref: FR1; FR5

RGI-CSMS-POL-04Policy

OT Change & Patch Management Policy

IEC ref: FR3

RGI-CSMS-POL-05Policy

OT Logging & Monitoring Policy

IEC ref: FR6

RGI-CSMS-POL-06Policy

OT Data Classification & Handling Policy

IEC ref: FR4

RGI-CSMS-POL-07Policy

OT Identification & Access Management Policy

IEC ref: FR1; FR2

RGI-CSMS-OBJ-01Objectives

OT Security Objectives & KPI Tracker

IEC ref: 4.3.4

RGI-CSMS-REG-01Register

Interested Parties & Requirements Register

IEC ref: 4.2

RGI-CSMS-REG-02Register

Legal & Regulatory Obligations Register (incl. NIS2)

IEC ref: 4.2; 4.4

RGI-CSMS-REG-03Register

Document Register & Retention Schedule

IEC ref: 4.4

RGI-CSMS-REG-04Register

IACS Asset Register

IEC ref: 4.2.3

RGI-CSMS-TPL-01Template

Document Control Template

IEC ref: 4.4

RGI-CSMS-TPL-02Template

Roles, Responsibilities & RACI Matrix

IEC ref: 4.3.2.3

Pack 2

Risk, Zones & Conduits, Applicability

Risk criteria, ZCR 2-7 partitioning, SL-T assignment and Statement of Applicability.

12 documents

After scope + asset inventory.

PRO· 1REG· 2TPL· 6PLN· 1MAT· 1SOA· 1
RGI-CSMS-PRO-03Procedure

OT Risk Assessment Procedure

IEC ref: 62443-3-2 ZCR 1–7

RGI-CSMS-TPL-03Template

OT Risk Criteria & Risk Appetite

IEC ref: ZCR 4

RGI-CSMS-TPL-04Template

Zone & Conduit Definition

IEC ref: ZCR 3; ZCR 7

RGI-CSMS-TPL-05Template

OT Threat Catalogue & Modelling Template

IEC ref: ZCR 2; ZCR 5

RGI-CSMS-TPL-22Template

Initial High-Level Risk Assessment Worksheet

IEC ref: ZCR 2

RGI-CSMS-TPL-23Template

Detailed Zone-and-Conduit Risk Assessment Worksheet

IEC ref: ZCR 5

RGI-CSMS-PLN-02Plan

OT Risk Treatment Plan

IEC ref: 4.3.4

RGI-CSMS-REG-05Register

OT Vulnerability Register

IEC ref: FR3

RGI-CSMS-REG-06Register

OT Risk Register

IEC ref: 4.2.3

RGI-CSMS-SOA-01Statement of Applicability

Statement of Applicability (SR & RE)

IEC ref: 62443-2-1; 3-3

RGI-CSMS-MAT-01Matrix

SL-T / SL-C / SL-A Tracking Matrix

IEC ref: ZCR 4; FR1–7

RGI-CSMS-TPL-08Template

Cybersecurity Requirements Specification (CRS)

IEC ref: ZCR 6

Pack 3

IACS Lifecycle, Patching & Operational Controls

Change, patch, FAT/SAT, hardening, monitoring, removable media.

18 documents

For each IACS project.

PRO· 5REG· 2TPL· 7PLN· 2REC· 2
RGI-CSMS-PRO-05Procedure

IACS Lifecycle Procedure

IEC ref: 62443-2-1: 4.4; 4.5

RGI-CSMS-PRO-06Procedure

OT Change Management Procedure

IEC ref: FR3

RGI-CSMS-PRO-13Procedure

OT Patch Management Procedure

IEC ref: 62443-2-3; FR3

RGI-CSMS-PRO-14Procedure

OT Backup & Recovery Procedure

IEC ref: FR7

RGI-CSMS-PRO-15Procedure

OT Removable Media Procedure

IEC ref: FR3; FR5

RGI-CSMS-PLN-03Plan

FAT / SAT Plan (Cybersecurity)

IEC ref: 62443-4-1; ZCR 6

RGI-CSMS-PLN-05Plan

OT Monitoring Plan & KPI Tracker

IEC ref: FR6

RGI-CSMS-TPL-06Template

OT Account Lifecycle Template (Joiner / Mover / Leaver)

IEC ref: FR1; FR2

RGI-CSMS-TPL-10Template

OT Hardening Checklist

IEC ref: FR3

RGI-CSMS-TPL-11Template

OT Configuration Records & Baseline

IEC ref: FR3

RGI-CSMS-TPL-12Template

OT Logging Specification

IEC ref: FR6

RGI-CSMS-TPL-14Template

IACS Intake Form

IEC ref: 62443-2-1: 4.4

RGI-CSMS-TPL-15Template

OT Cybersecurity Design Documentation

IEC ref: ZCR 6

RGI-CSMS-TPL-16Template

OT Awareness & Training Plan

IEC ref: 4.3.2.4

RGI-CSMS-REC-03Record

FAT / SAT Cybersecurity Test Record

IEC ref: 62443-4-1; FR3

RGI-CSMS-REC-04Record

OT Access Record

IEC ref: FR1; FR2

RGI-CSMS-REG-15Register

Change Log

IEC ref: FR3

RGI-CSMS-REG-18Register

OT Patch Register

IEC ref: 62443-2-3; FR3

Pack 4

Assurance, Suppliers & Continual Improvement

62443-2-4 supplier, incident response, audit, management review and CAPA.

20 documents

To operate and improve.

PRO· 4REG· 6TPL· 1PLN· 2REC· 1AUD· 4MGT· 1MAT· 1
RGI-CSMS-AUD-01Audit

Internal Audit Programme

IEC ref: 4.4.3.4

RGI-CSMS-AUD-02Audit

Internal Audit Plan

IEC ref: 4.4.3.4

RGI-CSMS-AUD-03Audit

IEC 62443 Internal Audit Checklist

IEC ref: 62443-2-1; 3-3

RGI-CSMS-AUD-04Audit

Internal Audit Report

IEC ref: 4.4.3.4

RGI-CSMS-REG-13Register

Audit Findings Register

IEC ref: 4.4.3.4

RGI-CSMS-MGT-01Mgmt review

Management Review Agenda & Minutes

IEC ref: 4.4.3.7

RGI-CSMS-REG-14Register

Management Review Action Log

IEC ref: 4.4.3.7; 10.1

RGI-CSMS-PRO-08Procedure

Third-Party OT Risk Management Procedure

IEC ref: 62443-2-4

RGI-CSMS-TPL-19Template

Vendor OT Security Questionnaire

IEC ref: 62443-2-4; 4-1

RGI-CSMS-REG-09Register

Third-Party OT Register

IEC ref: 62443-2-4

RGI-CSMS-MAT-02Matrix

Supplier / Integrator / Customer Responsibility Matrix

IEC ref: 62443-2-4

RGI-CSMS-PRO-09Procedure

OT Incident Response Procedure

IEC ref: FR6; 10.2

RGI-CSMS-REG-11Register

OT Incident Register

IEC ref: FR6

RGI-CSMS-REC-07Record

Post-Incident Review Report

IEC ref: 10.2; 9.3

RGI-CSMS-PRO-11Procedure

Corrective Action (CAPA) Procedure

IEC ref: 10.2

RGI-CSMS-REG-16Register

CAPA Register

IEC ref: 10.2

RGI-CSMS-REG-17Register

Continual Improvement Register

IEC ref: 10.1; 9.3

RGI-CSMS-PRO-12Procedure

IACS Decommissioning Procedure

IEC ref: 4.4

RGI-CSMS-PLN-04Plan

Commissioning / Go-Live Plan

IEC ref: 4.5

RGI-CSMS-PLN-07Plan

NIS2 Significant-Incident Reporting Path

IEC ref: NIS2 Art. 23

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