Overview#

Training exercise that sends mock phishing emails to measure awareness. Helps identify risky behaviors, tailor education, and track improvement over time.


Core objectives#

  • Establish shared definitions of Phishing Simulation for security, engineering, and leadership teams.
  • Connect Phishing Simulation activities to measurable risk reduction and resilience goals.
  • Provide onboarding notes so new team members can quickly understand how Phishing Simulation works here.

Implementation notes#

  • Identify the primary owner for Phishing Simulation, the data sources involved, and the systems affected.
  • Document the minimum viable process, tooling, and runbooks that keep Phishing Simulation healthy.
  • Map Phishing Simulation practices to standards such as ISO/IEC 27001, NIST CSF, or CIS Controls.

Operational signals#

  • Leading indicators: early warnings that Phishing Simulation might degrade (e.g., backlog growth, noisy alerts, or missed SLAs).
  • Lagging indicators: realized impact that shows Phishing Simulation failed or needs investment (e.g., incidents, audit findings).
  • Feedback loops: retrospectives and metrics reviews that tune Phishing Simulation continuously.

  • Align Phishing Simulation with defense-in-depth planning, threat modeling, and disaster recovery tests.
  • Communicate updates to stakeholders through concise briefs, dashboards, and internal FAQs.
  • Pair Phishing Simulation improvements with tabletop exercises to validate expectations.