How to Customize the Incident Management Policy

Our team provides two default incident management policies that you can customize to match your organization's needs:

• Incident Management Procedure (general incidents)

• Security Incident Management Policy (security-specific incidents)

Merging or Maintaining Separate Policies

You can choose to either maintain these as separate policies or merge them into a single comprehensive incident management policy, depending on your organization's needs. Having a single policy may be preferable if your security and general incident handling procedures are similar.

Customizable Elements

The following elements can be customized in the policy templates:

• Severity Categories - Modify the incident severity definitions to align with your internal classification system

• Escalation Procedures - Update the escalation paths and internal reporting structures

• Response Team Roles - Adjust role assignments and responsibilities (e.g., assigning final breach determinations to CTO vs CEO)

• Incident Report Templates - Replace the provided templates with your own internal documentation formats

• Response Meeting Agenda - Modify the suggested meeting structure while maintaining key elements like:

  • Initial investigation and troubleshooting

  • Documenting Indicators of Compromise (IOCs)

  • Action planning and mitigation steps

  • Root Cause Analysis (RCA)

Best Practices

While customizing your incident management policy:

• Maintain a clear process flow from incident detection through resolution

• Ensure alignment with any existing ITSM or ITIL frameworks your organization uses

• Keep documentation of IOCs and investigation findings throughout the incident lifecycle

• Include problem management follow-up to track implementation of long-term solutions