# Breach Response Team Playbook Maintenance Workflow

## Initial Playbook Creation (One-Time)

1. **Define team structure**: Identify all roles, primary and backup assignees, and contact information.
2. **Establish escalation matrix**: Define severity levels, escalation triggers, and response time targets.
3. **Create communication templates**: Draft templates for all standard communications (internal alert, media, customers, board, employees).
4. **Compile regulatory contacts**: Build the directory of supervisory authorities, AGs, and other regulators with current contact details and submission methods.
5. **Document vendor retainers**: List all pre-negotiated vendor contracts with activation procedures.
6. **Executive approval**: Present the playbook to the CEO and Board Audit Committee for formal approval.
7. **Distribution**: Distribute printed and digital copies to all Core Response Team members. Store in a location accessible during IT outages (physical safe, personal mobile devices).

## Quarterly Contact Verification

1. Verify all phone numbers and email addresses for Core Response Team members.
2. Confirm backup designees are current and available.
3. Test the incident communication bridge (Teams/Zoom link) and Signal group.
4. Verify vendor retainer contacts are still valid.
5. Update any changes in the playbook and redistribute.

## Semi-Annual Tabletop Exercise

1. Select a scenario from the exercise library that tests different aspects of the playbook each time.
2. Conduct the exercise per the designing-breach-simulation-exercise skill.
3. Use the after-action findings to update the playbook.
4. Document changes with version number and change log.

## Annual Full Revision

1. Review the entire playbook against:
   - Organizational changes (new hires, departures, restructuring)
   - Regulatory changes (new notification laws, updated guidance)
   - Vendor changes (new retainers, expired contracts)
   - Lessons learned from actual incidents and exercises during the year
2. Update all sections as needed.
3. Obtain re-approval from CEO and Board Audit Committee.
4. Redistribute to all team members with training on material changes.

## Post-Incident Revision

After any SEV-1 or SEV-2 breach:
1. Conduct post-incident review within 30 days.
2. Identify playbook gaps revealed during the incident.
3. Update the playbook to address identified gaps.
4. Brief all team members on changes.
5. Document the revision in the change log with reference to the triggering incident.