Security · Incident Readiness · 01

Incident response planning

Incident response planning produces the plan an organization will actually use when a security event occurs: who is in charge, how severity is judged, what is done in the first hour, who is notified and when, how evidence is preserved, how decisions are recorded and how the organization returns to normal. It is needed when no plan exists, when the existing plan is a template that names no one, when insurers, customers or regulators require a documented and tested plan, or when a recent event showed that people improvised. Planning produces a plan written to the organization’s structure and providers, severity definitions with the response each triggers, contact and authority matrices, playbooks for the most likely scenarios, and the exercise schedule that keeps the plan real.

Scope

What the review covers.

  • Roles, authority and the incident command structure
  • Severity classification and response per severity
  • Playbooks for likely scenarios: ransomware, business email compromise, data exposure, insider
  • Notification obligations: insurer, regulators, customers, law enforcement
  • Evidence preservation and record keeping
  • Communications, recovery and post-incident review

Deliverables

What you receive.

DeliverableForm
Incident response planWritten to the organization, not a template
Scenario playbooksStep-by-step for the most likely events
Contact and authority matrixWho is called, who decides, with backups
Exercise scheduleTabletop and technical exercises planned

Prerequisites

What we need from you.

  • The current plan, if any, and the insurance policy’s requirements
  • Names of internal leaders, providers, counsel and insurer contacts
  • A sponsor with authority to approve roles and decisions

Related

Where this sits.

By David Selakovic · Published 2026-10-16 · Revised 2026-10-16 · Reviewed every 180 days

Questions

Asked before engaging.

How long is the plan?

Short enough to be read during an incident. Detail lives in playbooks and appendices.

Does the plan cover our managed providers?

Yes. Providers are part of the response and the plan states what each does and how they are reached.

How often should it be exercised?

At least annually, and after significant change. See Tabletop exercises.

Tell us what must not fail.

Discuss a Requirement →