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Mobile Services Policy Checklist: Planning For Your Company’s Mobile Device Program

Headshot of a woman By Jennifer Warren September 29, 2020

Categories: Bring Your Own Industry Trends IT Insights Managed Mobility

The first step of launching a corporate provided device (CPD) program at your company is creating a mobile services policy. And that policy depends on the type of program your company plans on adopting. There are several options, the most popular being Bring Your Own Device (BYOD), Corporate-liable/Corporate Owned, Personally Enabled (COPE) and a hybrid of both. So why does your company need a mobile services policy to accompany these?

Company’s Needs of a Mobile Services Policy

Due to the pandemic, remote workers and work mobile is the new normal. Some companies are allowing employees to work from home until a later date, like Google. Some companies have decided to keep employees working remotely, like Twitter. Even our company has shifted all employees to fully remote. With employees working from mobile, managing your mobile workforce is essential. Your mobile services policy should cover every aspect of mobility, including but not limited to eligibility, security and costs. So what does a mobile services policy checklist look like?

Mobile Services Policy Checklist

You can look at our mobile services policy checklist, or you can keep reading to find out more about everything it contains.

Policy Scope

The first section is the policy scope. It can be thought of as the statement of work. Use it to specify what devices and services the policy will cover. For example, a policy may cover all BYOD and corporate-liable devices used for business purposes. Business purposes might include text messaging, cellular phone, internet usage and emails. The policy might not cover home office computers and laptops. This section should also state the brand/model devices available.

Mobile Service Providers

Company’s negotiate company-wide service plans with carriers to reduce costs for features, hardware and accessories. Use this section to list approved service providers.


Some companies create mobile policies that include all employees — full-time, part-time, consultants, and contractors. Other companies prefer to limit eligibility to certain departments such as IT, Sales and Finance. Employees working in IT may need to respond immediately during times of emergency, like outages. Sales reps often spend their days on the phone and traveling, often both at the same time. Finance departments might find themselves in situations where they need to access sensitive information from a secure device. Whatever the case, be specific about it in the policy.

End-user Responsibilities

This section should include usage rules and best practices. Make these responsibilities very clear. For example, one might state that all employees are expected to use their devices safely, responsibly and in accordance with local, state and federal laws.


Use this section to list the security measures your company will be taking to protect data. Those should include password requirements, device authentication, data encryption and virtual private network. This section should answer the following questions:

  • What happens if an employee leaves the company and/or loses their device?
  • If your company decides to wipe the device, will personal and company data be wiped?

No matter what mobile program your company offers, costs must be decided. Consider the following questions when filling out this section:

  • Will your company pay for employees corporate-liable device and all costs associated with it including usage, repairs and technical support?
  • If your company is reimbursing their employees, will they be paying a stipend? Or will they require employees to submit an expense report?
  • What processes do employees need to follow?

The Takeaway

When it comes to managing your mobility, the devil is in the details. The first step in your company’s mobility journey is deciding on a solid mobile policy, down to the last detail. The second step is partnering with a mobility expert to handle the rest of the details. Motus offers complete lifecycle management for your company’s mobility needs. Our team will help your company save money, increase productivity and take the hassle out of managing your mobile devices. You can learn more by downloading our Mobility Services Policy template.

Download the Template

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