Free employee training deck template

A ready-to-run training session on data privacy: objectives, the key rules, do and don’t, scenario quiz questions and a recap. Sample company included.

What's in this template

Slide 1: Protecting customer data

  • Required for everyone who handles customer records.

Slide 2: By the end you will know how to handle customer data

  • Know what counts as personal data at Kaveri
  • Follow the four rules for handling it
  • Spot and report a data breach within 1 hour

Slide 3: Why this matters to every one of us

  • 12 lakh Customer records we hold
  • ₹250 cr Maximum DPDP Act penalty
  • 74% Of breaches start with a person

Slide 4: The rules

  • Four things to do every day

Slide 5: Four rules cover almost every situation

  • Only open the records you need for the task
  • Lock your screen every time you leave your desk
  • Never email customer data outside Kaveri
  • Report anything odd to [email protected]

Slide 6: Do and don’t

  • Do
  • Check the caller with the two security questions
  • Share files through the secure portal
  • Mask account numbers in screenshots
  • Don’t
  • Send customer files to your personal email
  • Discuss customer cases on WhatsApp
  • Leave loan files on your desk overnight

Slide 7: Scenario 1: a “branch manager” calls for a PAN number

  • The caller says it is urgent and names your manager
  • They ask you to read out a customer’s PAN
  • What do you do? Discuss, then reveal the answer

Slide 8: Scenario 2: you emailed a file to the wrong person

  • A loan statement went to a customer with the same name
  • You notice it 20 minutes later
  • What do you do first? Discuss, then reveal the answer

Slide 9: The habit we want

  • Treat every customer’s data as if it were your own family’s.

Slide 10: Recap: three things to remember

  • Personal data is anything that identifies a customer
  • Follow the four rules, every day
  • Report a breach within 1 hour, no blame

Slide 11: Take the 10-question quiz by Friday

More hr & payroll templates · All templates