PB-000-<Document Name>

Document Control

1. Purpose & Scope

• Purpose: Briefly describe the objective of this playbook (e.g., to provide step-by-step guidance for responding to [incident type]).

• Scope: Define the systems, teams, and business units this playbook applies to.

2. Incident Identification & Criteria

Incident Type:

Specify the type of incident (e.g., phishing, ransomware, insider threat).

Trigger Conditions:

Indicators, alerts or conditions that initiate this playbook.

Severity Levels:

Define how severity is determined for this incident type.

3. Roles & Responsibilities

• Incident Commander:
• Technical Lead:
• Communications Lead:
• Forensic Analyst:
• Other Roles: List all roles involved and their responsibilities for this play.

4. Initial Actions

• Immediate Steps:
  • [ ] Contain the threat (e.g., isolate affected systems)
  • [ ] Notify key stakeholders
  • [ ] Start incident log/documentation
  • [ ] Assign roles

5. Investigation & Analysis

• Evidence Collection:

  • [ ] Gather relevant logs, alerts, and artifacts
  • [ ] Preserve evidence (chain of custody)

• Analysis Steps:

  • [ ] Analyze scope and impact
  • [ ] Identify root cause
  • [ ] Document findings

6. Containment, Eradication & Recovery

• Containment Actions:

  • [ ] Short-term (immediate) containment steps
  • [ ] Long-term containment (prevent recurrence)

• Eradication Steps:

  • [ ] Remove malicious artifacts
  • [ ] Patch vulnerabilities

• Recovery Steps:

  • [ ] Restore systems/services
  • [ ] Validate restoration
  • [ ] Monitor for recurrence

7. Communication & Escalation

• Internal Communication:

  • [ ] Notify leadership and affected teams

• External Communication:

  • [ ] Notify customers, regulators, or partners (if required)

• Escalation Criteria:

  • [ ] When and how to escalate to higher management or external authorities

8. Post-Incident Activities

• Lessons Learned:

  • [ ] Schedule and conduct a Post-Incident Review (PIR)
  • [ ] Document what went well and what needs improvement

• Documentation Updates:

  • [ ] Update playbook, runbooks, KB articles as needed

9. References & Linked Resources

• Runbooks:

  • [ ] Link to technical runbooks for specific steps (e.g., isolating a server)

• SOPs:

  • [ ] Link to relevant SOPs for compliance or reporting

• Knowledge Base Articles:

  • [ ] Link to troubleshooting guides, technical write-ups, or PIRs

10. Appendices

• Contact List:

  • [ ] Key personnel and escalation contacts

• Templates:

  • [ ] Incident log, communication templates, evidence collection forms

• Process Flowchart:

  • [ ] Visual diagram of the playbook workflow

Tips for Use:

• Customize each section for the specific incident type.
• Reference runbooks for detailed technical steps.
• Ensure all actions are logged for audit and review.
• Regularly review and update the playbook to reflect lessons learned and changes in systems or processes.

This template ensures your IR playbooks are actionable, auditable, and tightly integrated with the broader Arcana documentation structure, supporting operational excellence and continuous improvement.

Contributor

Firstname Lastname
GitHub: https://github.com/account

Contributed to the Arcana Incident Response Documentation Framework.