Tabletop Exercises - Test Your Incident Response & Continuity Plans

Tabletop Exercises

Test Your Plans Before You Need Them

Plans look good on paper, but do they work in practice? Tabletop exercises provide a low-risk, cost-effective way to test your incident response, business continuity, and disaster recovery plans, identify gaps, and train your teams.

What is a Tabletop Exercise?

A tabletop exercise is a discussion-based session where team members walk through their roles and responses to a simulated incident or disaster scenario. It's called "tabletop" because participants gather around a table (or virtual meeting) to discuss how they would respond, without actually activating response procedures.

Why Conduct Tabletop Exercises?

Validate Plans - Identify gaps and issues before real incidents occur.

Train Teams - Prepare responders to handle actual emergencies.

Test Procedures - Verify that documented procedures are clear and complete.

Identify Dependencies - Uncover hidden dependencies and coordination needs.

Improve Communication - Practice escalation and stakeholder communication.

Meet Compliance - Satisfy regulatory testing requirements.

Build Confidence - Give teams experience and confidence in their abilities.

Continuous Improvement - Regular exercises drive ongoing plan improvements.

Types of Exercises We Facilitate

Incident Response Tabletops

Scenarios:

  • Ransomware attacks
  • Data breaches
  • Denial of service attacks
  • Insider threats
  • Phishing campaigns
  • Supply chain compromises
  • Malware infections

Business Continuity Tabletops

Scenarios:

  • Facility unavailability
  • Key personnel loss
  • Pandemic responses
  • Natural disasters
  • Supply chain disruptions
  • Prolonged power outages
  • Civil unrest

Disaster Recovery Tabletops

Scenarios:

  • Data center failures
  • Cloud service outages
  • Catastrophic data loss
  • Network failures
  • Critical system compromises
  • Ransomware encryption

Crisis Management Tabletops

Scenarios:

  • Executive-level decision making
  • Board and stakeholder communication
  • Regulatory notification
  • Media management
  • Legal coordination
  • Multi-scenario cascading events

Our Facilitation Approach

1. Pre-Exercise Planning

  • Define exercise objectives
  • Select appropriate scenario
  • Identify participants
  • Review relevant plans and procedures
  • Develop inject timeline
  • Prepare materials
  • Set success criteria

2. Exercise Design

  • Create realistic scenario
  • Develop progressive injects
  • Design decision points
  • Create supporting materials (emails, alerts, news reports)
  • Prepare evaluation criteria
  • Brief facilitators

3. Exercise Execution

  • Opening briefing
  • Scenario introduction
  • Progressive injects
  • Facilitated discussion
  • Decision documentation
  • Issue identification
  • Closing discussion

4. Debrief and Analysis

  • Hot wash (immediate feedback)
  • Strengths identification
  • Gap analysis
  • Issue prioritization
  • Improvement recommendations
  • After-action report

5. Follow-Up

  • Plan updates
  • Training needs identification
  • Remediation tracking
  • Next exercise planning

Exercise Structures

Discussion-Based (Lower Intensity)

  • Walkthrough of procedures
  • Role and responsibility clarification
  • Informal discussion format
  • Lower stress environment
  • Best for new plans or teams

Scenario-Driven (Moderate Intensity)

  • Realistic incident scenario
  • Time-compressed events
  • Decision-making required
  • Moderately stressful
  • Most common format

High-Intensity Simulation (Higher Intensity)

  • Real-time scenario unfolding
  • Multiple parallel threads
  • Media and stakeholder involvement
  • High stress and pressure
  • Close to actual activation

Typical Exercise Flow

0:00 - Opening (15 min)

  • Welcome and objectives
  • Ground rules
  • Participant introductions
  • Scenario overview

0:15 - Initial Inject (15 min)

  • Scenario begins
  • Initial information provided
  • Teams discuss initial response
  • Facilitator observes and notes

0:30 - Inject 2 (20 min)

  • Situation evolves
  • New information provided
  • Teams adapt response
  • Decision points presented

0:50 - Inject 3 (20 min)

  • Complications arise
  • Multiple priorities
  • Resource constraints
  • Communication challenges

1:10 - Final Inject (15 min)

  • Scenario resolution
  • Final decisions
  • Lessons emerge

1:25 - Hot Wash (35 min)

  • Immediate feedback
  • What went well
  • What could improve
  • Key issues identified
  • Action items captured

Common Discoveries

Documentation Gaps

  • Missing procedures
  • Unclear responsibilities
  • Outdated contact information
  • Incomplete recovery steps

Communication Issues

  • Unclear escalation paths
  • Missing notification procedures
  • No templates for common messages
  • Stakeholder confusion

Resource Constraints

  • Insufficient personnel
  • Missing tools or access
  • Budget approval delays
  • Vendor dependencies

Technical Gaps

  • Insufficient monitoring
  • Lack of redundancy
  • Backup limitations
  • Recovery time mismatches

Coordination Challenges

  • Overlapping responsibilities
  • Missing handoffs
  • Cross-team dependencies
  • Authority confusion

Deliverables

Exercise Plan

  • Scenario and objectives
  • Participant list
  • Timeline and schedule
  • Materials and props

Scenario Injects

  • Progressive scenario developments
  • Supporting documentation
  • Decision points
  • Expected responses

Observation Notes

  • Real-time observations
  • Issue identification
  • Strength recognition
  • Participant engagement

After-Action Report

  • Executive summary
  • Exercise objectives and scope
  • Scenario description
  • Observations and findings
  • Strengths and areas for improvement
  • Prioritized recommendations
  • Action items with owners

Improvement Plan

  • Corrective actions
  • Responsible parties
  • Target dates
  • Success metrics

Benefits

Low-Risk Testing - Identify issues without real-world consequences.

Cost-Effective - Much cheaper than full-scale drills or actual incidents.

Time-Efficient - Compress days/weeks of response into hours.

Team Building - Foster collaboration and shared understanding.

Training Value - Experiential learning that sticks.

Plan Improvement - Continuous enhancement of response capabilities.

Compliance - Meet regulatory and framework testing requirements.

Frequency Recommendations

Annual Minimum - At least once per year for each major plan.

After Major Changes - When plans, systems, or teams change significantly.

New Plan Validation - Within 6 months of new plan completion.

Post-Incident - After actual incidents to validate improvements.

Rotating Scenarios - Different scenarios each year for comprehensive coverage.

Who Should Participate?

Incident Response Exercises

  • Security team
  • IT operations
  • Management
  • Legal and HR
  • Communications
  • Relevant business units

Business Continuity Exercises

  • Department leadership
  • Operations teams
  • Facilities and safety
  • HR and communications
  • Executive sponsor

Disaster Recovery Exercises

  • IT operations
  • System administrators
  • Database administrators
  • Network engineers
  • IT management
  • Business stakeholders

Crisis Management Exercises

  • Executive leadership
  • Board members (sometimes)
  • Legal counsel
  • Communications/PR
  • Investor relations

Test Your Plans Today

Don't wait for a real incident to discover gaps in your response plans. Schedule a tabletop exercise and build team confidence.

Contact Us to schedule your tabletop exercise.

Related Services

  • Incident Response
  • Business Continuity Planning
  • Disaster Recovery Planning
  • Risk Analysis