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2 strategies and tactics for Account Lifecycle

What is Account Lifecycle strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Account Lifecycle strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Account Lifecycle strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Account Lifecycle strategy examples

You'll find below a list of Account Lifecycle tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for managing service and admin account through life cycle management

  • ⛳️ Strategy 1: Implement a clear account creation process

    • Define the roles and responsibilities for service and admin accounts
    • Set up a standard procedure for account requests and approval
    • Ensure proper documentation for all account creation requests
    • Utilise automated tools to create and configure accounts
    • Assign unique IDs and track account ownership
    • Educate staff on account creation policies and procedures
    • Integrate identity and access management solutions
    • Implement role-based access control (RBAC)
    • Perform regular audits of newly created accounts
    • Monitor account creation activity for any anomalies
  • ⛳️ Strategy 2: Maintain accounts efficiently

    • Regularly review and update account permissions
    • Enforce strong password policies and multifactor authentication
    • Implement automated account provisioning and de-provisioning workflows
    • Enable activity logging and monitoring for all accounts
    • Conduct periodic access reviews and re-certifications
    • Provide training on security best practices for administrators
    • Implement a system for securely handling privileged credentials
    • Use automated tools for configuring and managing service accounts
    • Establish a protocol for handling inactive or unused accounts
    • Integrate account management with other IT and security systems
  • ⛳️ Strategy 3: Decommission accounts securely

    • Define policies for account deactivation and deletion
    • Implement automated de-provisioning tools
    • Ensure secure backup and archiving of necessary account data
    • Remove or reassign resources and permissions associated with the account
    • Notify relevant stakeholders before decommissioning accounts
    • Conduct a final review and approval process before account deletion
    • Revoke access tokens and certificates linked to the account
    • Document the decommissioning process and maintain audit trails
    • Educate staff on the importance of securely decommissioning accounts
    • Regularly review and update decommissioning policies and procedures

Strategies and tactics for implementing Active Directory Management Strategy

  • ⛳️ Strategy 1: Optimise access control and governance

    • Assign ad ownership to IT security or infrastructure teams
    • Implement role-based access control using AD security groups
    • Eliminate direct assignment of permissions to user accounts
    • Enforce privileged access management using dedicated administrative accounts
    • Use just-in-time access provisioning tools like Microsoft PIM or Delinea
    • Audit all current AD accounts and permissions regularly
    • Migrate from direct assignments to RBAC-based controls
    • Monitor for unauthorized privileged access and lateral movements
    • Use security groups to improve governance and eliminate account sprawl
    • Regularly review privileged accounts and permissions
  • ⛳️ Strategy 2: Standardise organisational structure and policy management

    • Design a logical OU hierarchy based on geography, department, or function
    • Maintain and update the OU hierarchy regularly to match organisational changes
    • Use OUs for delegating administrative privileges through delegated permissions
    • Apply GPOs to specific OUs to minimise policy conflicts
    • Deploy baseline security GPOs based on CIS Benchmarks or Microsoft baselines
    • Utilise the Group Policy Central Store for consistent GPO deployment
    • Track changes to GPOs using auditing and change management
    • Conduct regular cleanup of legacy OUs and standardise structure
    • Establish change control protocols for GPOs
    • Review GPOs against baseline configurations frequently
  • ⛳️ Strategy 3: Enhance identity lifecycle management and security integration

    • Automate user provisioning and deprovisioning through HR system integrations
    • Disable user accounts immediately upon termination and archive as necessary
    • Maintain documented joiners-movers-leavers workflows
    • Regularly review active accounts against HR rosters
    • Use Azure AD Connect for synchronising on-prem AD with Microsoft Entra ID
    • Apply conditional access policies to cloud-only and synchronised accounts
    • Implement MFA and location/device-based access controls for enhanced security
    • Audit and harden Azure AD Connect server configuration
    • Deploy Microsoft Defender for Identity for anomaly detection
    • Conduct regular reviews and updates of identity lifecycle procedures

How to track your Account Lifecycle strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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