Incident Response Playbook for SMBs

Incident Response Playbook for SMBs

For an SMB, an Incident Response (IR) plan should be actionable, lightweight, and repeatable. Its goal is to minimize downtime, protect sensitive data, and maintain customer trust.


Phase 1: Preparation (The Foundation)

  • Identify Critical Assets: List your essential hardware, software, and data repositories (e.g., customer databases, ERP systems).
  • Establish a Team: Define who handles what. For an SMB, this is often the business owner, an IT lead, and an external consultant or MSP (Managed Service Provider).
  • Communication Tree: Have a physical or offline document containing emergency contact info for all staff, legal counsel, and the cyber insurance provider.
  • Backup Strategy: Ensure immutable, off-site backups exist. Regularly test your ability to restore from them.

Phase 2: Detection and Analysis

When an anomaly occurs (e.g., suspicious file encryption, unauthorized logins):

  • Verify the Incident: Determine if it is a false alarm or a genuine breach.
  • Scope the Impact: Identify which systems and accounts are affected.
  • Documentation: Start a log immediately. Record what you saw, when you saw it, and the actions taken. This is critical for insurance claims and legal requirements.

Phase 3: Containment, Eradication, and Recovery

  • Containment: Isolate affected systems. Unplug network cables or disable compromised network ports to prevent the spread (e.g., stopping ransomware from encrypting the entire server).
  • Eradication: Once contained, identify the root cause (e.g., a phished password). Delete malware, reset compromised credentials, and patch the vulnerability.
  • Recovery: Restore from clean backups. Monitor the environment closely for signs of re-infection before going fully "live" again.

Phase 4: Post-Incident Activity

  • Lessons Learned: Hold a meeting with your team within 48 hours of recovery.

o   What went well?

o   Where were the delays?

o   What tools or training do we need to prevent this next time?

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