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Playbook Best Practices

Playbook Best Practices

Well-designed playbooks are the foundation of efficient incident response.

Core Principles

  • Be Specific - Each step should have one clear action. Avoid combining multiple actions.
  • Include Verification - After critical steps, include verification to confirm success.
  • Write for the Unfamiliar - Assume the reader may be new or under stress.
  • Keep Updated - Review playbooks quarterly as systems change.

Do

  • Use action verbs (Check, Run, Verify)
  • Include expected outputs
  • Provide rollback procedures
  • Document prerequisites
  • Include contact info for escalation
  • Test playbooks before publishing

Dont

  • Assume prior knowledge
  • Skip verification steps
  • Use ambiguous language
  • Include outdated commands
  • Make steps too long
  • Forget to include timeouts

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