Tabletop Exercises: Test Your Incident Response Before Crisis

Jesse Sumrak

It’s 3 AM when your phone rings. Your company’s systems are locked down with ransomware. Customer data is compromised. Operations have ground to a halt. Your executive team is looking to you for answers, and the clock is ticking.

How does your team respond in those critical first few hours? Would they know their roles? Could they execute your incident response plan under pressure? Or would chaos and confusion compound an already devastating situation?

Unfortunately, 61% of small-to-medium businesses globally suffered cyber attacks in recent years, and nearly half couldn’t stop them. The difference between organizations that weather these storms and those that don’t often comes down to one thing: preparation.

And that’s where tabletop exercises can help. These structured simulations test your incident response plan without the catastrophic consequences of a real attack. They transform theoretical plans gathering dust in digital folders into muscle memory your team can deploy when it matters most.

Below, we’ll walk you through everything you need to know about cybersecurity tabletop exercises: what they are, why they’re important, how to run them (the right way), and how to turn insights into actions that strengthen your overall cyber resilience.

What Are Cybersecurity Tabletop Exercises?

Tabletop exercises are facilitated discussion sessions where team members work through simulated emergency scenarios. Unlike technical penetration tests or red team exercises that actively probe your systems, tabletops focus on human decision-making and process execution. Your team gathers around a table (literal or virtual) to talk through how they would respond to a scenario.

It’s like a fire drill for your digital infrastructure. Just as you wouldn’t want your team figuring out emergency exits during an actual fire, you don’t want them learning incident response during a real cyber attack.

Makes sense.

For example, a ransomware tabletop might begin with: “The finance team can’t access critical files. Strange messages demanding Bitcoin have appeared on several screens. What happens next?”

From there, participants verbally work through their response, from initial detection to containment, eradication, recovery, and post-incident analysis. The facilitator introduces new information (or “injects”) as the exercise progresses, forcing participants to adapt their response in real-time: “The hackers just contacted local media about the breach. Your phone is ringing with press inquiries.”

Here’s what separates great tabletop exercises from so-so checkbox exercises:

  • Realism: Scenarios should reflect actual threats to your organization based on your industry, size, and technical environment.
  • Cross-functional participation: Response involves not just IT and security, but legal, communications, executive leadership, HR, and other departments.
  • No-blame environment: The goal is learning and improvement, not finding fault or testing individual knowledge.
  • Progressive complexity: Exercises often start simple and grow more challenging as your team matures.

Tabletop exercises typically cover scenarios like ransomware attacks, data breaches, business email compromise, insider threats, and service disruptions. The most valuable scenarios are those that keep your CISO or IT director up at night—the threats that would cause business-ending damage to your specific organization.

Unlike full-scale simulations that may involve actual system isolation or technical response, tabletops are discussion-based. This makes them relatively low-cost, quick to organize, and less disruptive to business operations.

Why Your Business Needs Tabletop Exercises

When it comes to cyber incidents, theory and practice are worlds apart. You can have the most comprehensive written incident response plan in your industry, but without putting it through its paces, you’re just hoping it works when disaster strikes. That’s a dangerous gamble when the average cost of a data breach sits at $4.8 million.

Here’s why tabletop exercises should be a non-negotiable part of your cybersecurity program:

  • Identify critical gaps before hackers do: Tabletops find disconnects between your documented procedures and operational reality. Teams discover missing contact information, unclear escalation paths, or outdated assumptions about system dependencies.
  • Build muscle memory under controlled conditions: Decisions made during high-stress events rely heavily on previous experience. Tabletops create that experience without the devastating consequences to help your team develop decision-making patterns they can recall when adrenaline is high.
  • Break down departmental silos: Incident response requires coordination across technical, business, and communication functions. Tabletops force these groups to practice working together before a crisis makes collaboration exponentially harder.
  • Test assumptions about resource availability: Many response plans assume key staff, tools, and systems will be available during an incident. Tabletops challenge these assumptions by introducing scenarios where critical people are unreachable or systems are compromised.
  • Clarify roles and responsibilities: Confusion about who does what during an incident can waste precious response time. Tabletops guarantee everyone understands their specific responsibilities and authority boundaries when minutes count.
  • Satisfy regulatory and compliance requirements: Many frameworks like NIST, SOC 2, and industry-specific regulations require testing incident response capabilities.
  • Build stakeholder confidence: Executives, board members, and customers want assurance that you’re prepared for cyber incidents.
  • Improve recovery time objectives: Organizations that regularly practice their response can typically contain and remediate incidents faster than those that don’t (reducing both costs and operational impact).

Planning Your Tabletop Exercise

This is when good isn’t good enough. A well-designed scenario will create insights that strengthen your entire security program, while a poorly planned one can waste valuable time and create false confidence. 

Here’s how to get it right from the start:

  1. Define Clear Objectives
  2. Choose the Right Scenario
  3. Identify the Right Participants
  4. Develop a Realistic Timeline and Injects
  5. Set the Stage for Success

1. Define Clear Objectives

Begin with the end in mind. Are you testing your ransomware response capabilities? Evaluating executive decision-making during a data breach? Assessing communication flows during an extended outage? Specific objectives will guide your scenario development and participant selection.

Document 2-3 primary learning objectives, such as:

  • Test the effectiveness of initial ransomware containment procedures
  • Evaluate cross-departmental communication during the first 4 hours of an incident
  • Assess decision-making processes for ransom payment considerations

2. Choose the Right Scenario

The most valuable scenarios reflect threats specific to your organization and industry. A healthcare provider might focus on patient data breaches, while a manufacturer might prioritize operational technology disruptions.

Consider these factors when selecting your scenario:

  • Recent incidents in your industry
  • Your organization’s most critical assets and data
  • Threat actor profiles most likely to target your business
  • Previous incidents or near-misses you’ve experienced
  • Scenarios that would cause the most significant business impact

For your first exercise, start with something straightforward like a phishing-initiated ransomware attack or business email compromise. As your team matures, progress to more complex scenarios like supply chain compromises or insider threats.

3. Identify the Right Participants

Incident response is a team task. Your participant list should include representatives from:

  • IT and security teams (frontline responders)
  • Executive leadership (decision-makers)
  • Legal counsel (regulatory and liability guidance)
  • Communications/PR (internal and external messaging)
  • HR (if employee issues are involved)
  • Relevant business unit leaders
  • Customer support (if customer impact is expected)

For your first exercise, limit participation to 8-12 people to guarantee everyone can actively engage. Consider running separate exercises for technical teams and executive leadership.

4. Develop a Realistic Timeline and Injects

Structure your exercise around a clear timeline with planned injects. An effective tabletop exercise typically runs 2-4 hours and covers the first 24-72 hours of an incident.

Your timeline might include:

  • Initial detection (How was the incident discovered?)
  • Early investigation findings (What systems are affected?)
  • Complicating factors (Media inquiries, customer reports, etc.)
  • Decision points (System isolation, external notifications, etc.)
  • Recovery considerations (Restoration priorities, business continuity)

Prepare more injects than you think you’ll need. This allows the facilitator to adapt based on how the discussion unfolds.

5. Set the Stage for Success

Create an environment conducive to productive discussion:

  • Distribute pre-reading materials including relevant policies and procedures
  • Secure a distraction-free space (physical or virtual)
  • Prepare visual aids like network diagrams or organization charts
  • Establish ground rules emphasizing learning over blame
  • Arrange for someone to document observations and action items
  • Consider recording the session (with permission) for later review

Remember that the goal isn’t to “win” the scenario but to identify improvement opportunities in a low-stakes environment. The most valuable exercises often reveal the most gaps, and that’s a sign of success, not failure.

Post-Exercise: Turning Insights into Improvements

The true value of a tabletop exercise comes after the scenario ends. Without structured follow-up, even the most revealing exercise becomes just an interesting conversation rather than a catalyst for meaningful improvement.

Immediate Debrief

Start with a discussion immediately (or as close to immediately as possible) following the exercise while observations are still fresh. Ask participants:

  • What went well during the response?
  • Where did we struggle or face uncertainty?
  • What resources or information were missing?
  • Which assumptions proved incorrect?
  • What surprised you during the exercise?

This reflection captures insights before they’re forgotten. Have someone document not just what was said, but also moments of confusion, extended deliberation, or visible frustration that might indicate process problems.

Structured Analysis

Within a week of the exercise, conduct a more thorough analysis with stakeholders. Map findings to specific aspects of your incident response plan:

  • Detection and Identification: Could we quickly determine what was happening?
  • Containment Strategies: Were containment actions clear and effective?
  • Internal Communication: Did information flow to the right people at the right time?
  • External Communication: Were customer, media, and regulatory communications handled appropriately?
  • Decision Authority: Was it clear who could make critical decisions?
  • Resource Availability: Did we have the people, tools, and information needed?
  • Documentation: Did existing playbooks provide adequate guidance?

Prioritize Findings

Not all gaps can (or should) be addressed immediately. Categorize findings based on:

  1. Critical Gaps: Issues that would severely impair response capabilities.
  2. Significant Improvements: Changes that would substantially improve effectiveness.
  3. Refinements: Enhancements that would optimize already functional processes.

Focus your immediate efforts on critical gaps and significant improvements that deliver the most value with reasonable effort.

Develop an Action Plan

Turn general observations into assignable actions:

Instead of: “Communications were unclear.” 

Write: “Develop pre-approved external communication templates for ransomware incidents and store them in the crisis management SharePoint by June 15.”

Each remediation action should include:

  • Specific deliverables
  • Responsible owner
  • Due date
  • Required resources
  • Success criteria

Track Progress

Start a system to track remediation progress with regular status reviews. Consider how each improvement will be validated. Some might need targeted mini-exercises focused on specific aspects of your response.

Plan Your Next Exercise

Use the insights from your current exercise to inform the next one. Think about how you can increase the complexity of scenarios and expand participation. Most organizations should perform comprehensive tabletops at least annually (with focused mini-exercises quarterly).

Strengthen Your Defense with Airiam AirGuard™

The insights you learn from tabletop exercises are only half the equation. Turning those lessons into cyber resilience—now, that’s the rest. And that’s where Airiam’s solutions make all the difference.

Our AirGuard™ managed security service protects your infrastructure and improves your response plan through tabletop exercises. AirGuard™ provides comprehensive protection through managed detection and response (MDR), identity and access management (IAM), and multifactor authentication (MFA) in one unified solution.

Oh, and we back it all up with a $2 million ransomware warranty.

Technology alone isn’t enough, though. Airiam brings over 75,000 hours of frontline ransomware recovery experience to your defense strategy. Our team has helped more than 500 companies recover from devastating attacks, giving us practical know-how into what works (and what doesn’t) when crisis hits.

Don’t wait for the 3 AM crisis call to discover gaps in your incident response plan. Contact Airiam today to learn how our AirGuard™ solution and tabletop services can transform your security posture.

New Resources In Your Inbox

Get our latest cybersecurity resources, content, tips and trends.

Other resources that might be of interest to you.

7 Benefits of Business Continuity Solutions in 2024 & Beyond

Expecting the unexpected isn’t just a cliché—it’s a survival strategy. Enter business continuity solutions: your organization’s lifeline when disaster strikes. But what exactly is business continuity, and why should it be at the top of your priority li

Airiam Named a Pioneer MSP

CRN Selects Airiam as Member of Pioneer 250 Airiam has been selected as a member of CRN’s Managed Service Provider (MSP) 500. CRN is a media brand from The Channel Company. The company provides news, analysis, and insight related to the IT technology c
Avatar photo
Conor Quinlan
>>Read More

Using an MDR Service vs. Building Capabilities Internally

The Need for Detection and Response Cybersecurity is a top priority for businesses of all sizes due to the constant barrage of attacks. Monitoring system logs, detecting cybersecurity incidents, and responding are important parts of every sophisticated
Vivian Lee
>>Read More