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How to Conduct Tabletop Exercises

Learn how to conduct effective tabletop exercises to improve your team's emergency response and preparedness skills.

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Reviewed by Jeff Harms

Director, Advisory Services at OCD tech

Updated Oct, 9

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How to Conduct Tabletop Exercises

 

Short Answer

 

Tabletop exercises are structured discussion simulations that allow teams to step through incident scenarios to test and improve their response strategies effectively.

 

Step-by-Step Guide to Conducting Tabletop Exercises

 

To run a tabletop exercise you first determine the goal, then create a realistic scenario relevant to your environment, engage all responsible parties in discussions of their roles, and finally review the outcomes to improve your response plans.

The key steps include:

  • Define Objectives and Scope: Set clear goals on what you want to achieve. This might include verifying communication protocols, ensuring accountability, or identifying weaknesses in your procedures.

  • Create a Realistic Scenario: Develop an incident narrative that mirrors threats your organization might face. This can be anything from a data breach to a ransomware attack. The scenario should be challenging but manageable, providing enough detail to drive meaningful discussion.

  • Select Participants: Involve staff from all areas impacted by an incident, such as IT, communications, legal, and management teams. Everyone’s input is valuable so that each perspective on managing the crisis is covered.

  • Prepare Documentation: Supply participants with current incident response plans, policies, and any other necessary documentation before starting. This ensures that everyone is informed and can refer back to the guidelines as needed.

  • Facilitate the Discussion: Guide the conversation by asking open-ended questions about how each team member would respond at different stages of the incident. Discussions should explore decision-making processes, highlight any confusion regarding responsibilities, and foster collaborative problem-solving.

  • Debrief and Document Lessons Learned: After the exercise, hold a review session to discuss what worked well, identify gaps, and refine your current response plan. This documentation serves as a crucial resource for improving your cybersecurity posture over time.

  • Follow-Up Actions: Create an action plan to implement improvements and schedule future exercises to continually test and update your incident response strategy.

If organizational readiness feels overwhelming, we at OCD Tech understand the value of these exercises and can help guide you through assessing your plans. This method not only enhances your team's readiness but also builds a culture of continuous improvement in crisis management.

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Frequently asked questions

What services does OCD Tech provide?

OCD Tech offers a comprehensive suite of cybersecurity and IT assurance services, including SOC 2/3 and SOC for Cybersecurity reporting, IT vulnerability and penetration testing, privileged access management, social engineering assessments, virtual CISO (vCISO) support, IT general controls audits, WISP development, and compliance assistance for frameworks like CMMC, DFARS, and FTC Safeguards.

Which industries does OCD Tech serve?

OCD Tech specializes in serving highly regulated sectors such as financial services, government, higher education, auto dealerships, enterprise organizations, and not-for-profits throughout New England.

How long does an IT security assessment take?

Typically, OCD Tech’s on-site work spans 1–2 days, depending on complexity and number of sites, followed by 1–2 weeks of analysis and reporting to deliver clear, actionable recommendations.

Why should I get SOC 2 compliant?

SOC 2 reporting demonstrates to clients and prospects that an organization follows best-in-class controls over security, availability, processing integrity, confidentiality, and privacy—boosting trust, meeting RFP/due diligence requirements, and helping secure contracts. OCD Tech helps organizations achieve and maintain this compliance.

Can OCD Tech help me with federal cybersecurity regulations?

Yes—OCD Tech provides guidance for compliance with DFARS (NIST 800‑171), CMMC (Levels 1–3), and FTC Safeguards, ensuring organizations meet specific government or industry-based cybersecurity mandates.

What is a virtual CISO (vCISO), and do I need one?

A virtual CISO delivers strategic, executive-level cybersecurity leadership as a service. OCD Tech’s vCISO service is ideal for organizations lacking a full-time CISO and helps build programs, define policy, oversee risk, and guide security maturity.

Does OCD Tech offer ongoing security training or audits for staff?

Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.

Audit. Security. Assurance.

IT Audit | Cybersecurity | IT Assurance | IT Security Consultants – OCD Tech is a technology consulting firm serving the IT security and consulting needs of businesses in Boston (MA), Braintree (MA) and across New England. We primarily serve Fortune 500 companies including auto dealers, financial institutions, higher education, government contractors, and not-for-profit organizations with SOC 2 reporting, CMMC readiness, IT Security Audits, Penetration Testing and Vulnerability Assessments. We also provide dark web monitoring, DFARS compliance, and IT general controls review.

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