---
name: incident-runbook-templates
description: "Adaptable templates for incident response runbooks covering detection, triage, mitigation, resolution, and communication."
risk: critical
source: community
date_added: "2026-02-27"
---
# Incident Runbook Templates

Adaptable templates for incident response runbooks covering detection, triage, mitigation, resolution, and communication.

## Do not use this skill when

- The task is unrelated to incident runbook templates
- You need a different domain or tool outside this scope

## Instructions

- Clarify goals, constraints, and required inputs.
- Apply relevant best practices and validate outcomes.
- Provide actionable steps and verification.

## Use this skill when

- Creating incident response procedures
- Building service-specific runbooks
- Establishing escalation paths
- Documenting recovery procedures
- Responding to active incidents
- Onboarding on-call engineers

## Core Concepts

### 1. Incident Severity Levels

| Severity | Impact | Response Time | Example |
|----------|--------|---------------|---------|
| **SEV1** | Complete outage, data loss | 15 min | Production down |
| **SEV2** | Major degradation | 30 min | Critical feature broken |
| **SEV3** | Minor impact | 2 hours | Non-critical bug |
| **SEV4** | Minimal impact | Next business day | Cosmetic issue |

### 2. Runbook Structure

```
1. Overview & Impact
2. Detection & Alerts
3. Initial Triage
4. Mitigation Steps
5. Root Cause Investigation
6. Resolution Procedures
7. Verification & Rollback
8. Communication Templates
9. Escalation Matrix
```

## Runbook prerequisites

Bind service, namespace, cluster context, database, owners, approved incident authority, evidence sources and rollback revision before adapting these templates. Thresholds, financial amounts, impact percentages and resolution messages are illustrative, never observed incident facts. Read-only triage comes first; mutations require an approved service-specific response. Verify actual smoke/rollback scripts in the target project before using them. No script is bundled or implied by this template.

## Runbook Templates

### Template 1: Service Outage Runbook

````markdown
# [Service Name] Outage Runbook

## Overview
**Service**: Payment Processing Service
**Owner**: Platform Team
**Slack**: #payments-incidents
**PagerDuty**: payments-oncall

## Impact Assessment
- [ ] Which customers are affected?
- [ ] What percentage of traffic is impacted?
- [ ] Are there financial implications?
- [ ] What's the blast radius?

## Detection
### Alerts
- `payment_error_rate > 5%` (PagerDuty)
- `payment_latency_p99 > 2s` (Slack)
- `payment_success_rate < 95%` (PagerDuty)

### Dashboards
- [Payment Service Dashboard](https://grafana/d/payments)
- [Error Tracking](https://sentry.io/payments)
- [Dependency Status](https://status.stripe.com)

## Initial Triage (First 5 Minutes)

### 1. Assess Scope
```bash
# Check service health
kubectl get pods -n payments -l app=payment-service

# Check recent deployments
kubectl rollout history deployment/payment-service -n payments

# Check error rates
curl -s "http://prometheus:9090/api/v1/query?query=sum(rate(http_requests_total{status=~'5..'}[5m]))"
```

### 2. Quick Health Checks
- [ ] Can you reach the service? `curl -I https://api.company.com/payments/health`
- [ ] Database connectivity? Check connection pool metrics
- [ ] External dependencies? Check Stripe, bank API status
- [ ] Recent changes? Check deploy history

### 3. Initial Classification
| Symptom | Likely Cause | Go To Section |
|---------|--------------|---------------|
| All requests failing | Service down | Section 4.1 |
| High latency | Database/dependency | Section 4.2 |
| Partial failures | Code bug | Section 4.3 |
| Spike in errors | Traffic surge | Section 4.4 |

## Mitigation Procedures

### 4.1 Service Completely Down
```bash
# Step 1: Check pod status
kubectl get pods -n payments

# Step 2: If pods are crash-looping, check logs
kubectl logs -n payments -l app=payment-service --tail=100

# Step 3: Check recent deployments
kubectl rollout history deployment/payment-service -n payments

# Step 4: ROLLBACK if recent deploy is suspect
kubectl rollout undo deployment/payment-service -n payments

# Step 5: Scale up if resource constrained
kubectl scale deployment/payment-service -n payments --replicas=10

# Step 6: Verify recovery
kubectl rollout status deployment/payment-service -n payments
```

### 4.2 High Latency
```bash
# Step 1: Check database connections
kubectl exec -n payments deploy/payment-service -- \
  curl localhost:8080/metrics | grep db_pool

# Step 2: Check slow queries (if DB issue)
psql -h $DB_HOST -U $DB_USER -c "
  SELECT pid, now() - query_start AS duration, query
  FROM pg_stat_activity
  WHERE state = 'active' AND now() - query_start > interval '5 seconds'
  ORDER BY duration DESC;"

# Step 3: Kill long-running queries if needed
# No generic query termination: identify an exact authorized PID/database/owner,
# reconfirm it is not our connection, then use the approved database runbook.

# Step 4: Check external dependency latency
curl -w "@curl-format.txt" -o /dev/null -s https://api.stripe.com/v1/health

# Step 5: Enable circuit breaker if dependency is slow
kubectl set env deployment/payment-service \
  STRIPE_CIRCUIT_BREAKER_ENABLED=true -n payments
```

### 4.3 Partial Failures (Specific Errors)
```bash
# Step 1: Identify error pattern
kubectl logs -n payments -l app=payment-service --tail=500 | \
  grep -i error | sort | uniq -c | sort -rn | head -20

# Step 2: Check error tracking
# Go to Sentry: https://sentry.io/payments

# Step 3: If specific endpoint, enable feature flag to disable
curl -X POST https://api.company.com/internal/feature-flags \
  -d '{"flag": "DISABLE_PROBLEMATIC_FEATURE", "enabled": true}'

# Step 4: If data issue, check recent data changes
psql -h $DB_HOST -c "
  SELECT * FROM audit_log
  WHERE table_name = 'payment_methods'
  AND created_at > now() - interval '1 hour';"
```

### 4.4 Traffic Surge
```bash
# Step 1: Check current request rate
kubectl top pods -n payments

# Step 2: Scale horizontally
kubectl scale deployment/payment-service -n payments --replicas=20

# Step 3: Enable rate limiting
kubectl set env deployment/payment-service \
  RATE_LIMIT_ENABLED=true \
  RATE_LIMIT_RPS=1000 -n payments

# Step 4: If attack, block suspicious IPs
kubectl apply -f - <<EOF
apiVersion: networking.k8s.io/v1
kind: NetworkPolicy
metadata:
  name: block-suspicious
  namespace: payments
spec:
  podSelector:
    matchLabels:
      app: payment-service
  ingress:
  - from:
    - ipBlock:
        cidr: 0.0.0.0/0
        except:
        - 192.168.1.0/24  # Suspicious range
EOF
```

## Verification Steps
```bash
# Verify service is healthy
curl -s https://api.company.com/payments/health | jq

# Verify error rate is back to normal
curl -s "http://prometheus:9090/api/v1/query?query=sum(rate(http_requests_total{status=~'5..'}[5m]))" | jq '.data.result[0].value[1]'

# Verify latency is acceptable
curl -s "http://prometheus:9090/api/v1/query?query=histogram_quantile(0.99,sum(rate(http_request_duration_seconds_bucket[5m]))by(le))" | jq

# Smoke test critical flows
./scripts/smoke-test-payments.sh
```

## Rollback Procedures
```bash
# Rollback Kubernetes deployment
kubectl rollout undo deployment/payment-service -n payments

# Rollback database migration (if applicable)
./scripts/db-rollback.sh $MIGRATION_VERSION

# Rollback feature flag
curl -X POST https://api.company.com/internal/feature-flags \
  -d '{"flag": "NEW_PAYMENT_FLOW", "enabled": false}'
```

## Escalation Matrix

| Condition | Escalate To | Contact |
|-----------|-------------|---------|
| > 15 min unresolved SEV1 | Engineering Manager | @manager (Slack) |
| Data breach suspected | Security Team | #security-incidents |
| Financial impact > $10k | Finance + Legal | @finance-oncall |
| Customer communication needed | Support Lead | @support-lead |

## Communication Templates

### Initial Notification (Internal)
```
🚨 INCIDENT: Payment Service Degradation

Severity: SEV2
Status: Investigating
Impact: ~20% of payment requests failing
Start Time: [TIME]
Incident Commander: [NAME]

Current Actions:
- Investigating root cause
- Scaling up service
- Monitoring dashboards

Updates in #payments-incidents
```

### Status Update
```
📊 UPDATE: Payment Service Incident

Status: Mitigating
Impact: Reduced to ~5% failure rate
Duration: 25 minutes

Actions Taken:
- Rolled back deployment v2.3.4 → v2.3.3
- Scaled service from 5 → 10 replicas

Next Steps:
- Continuing to monitor
- Root cause analysis in progress

ETA to Resolution: ~15 minutes
```

### Resolution Notification
```
✅ RESOLVED: Payment Service Incident

Duration: 45 minutes
Impact: ~5,000 affected transactions
Root Cause: Memory leak in v2.3.4

Resolution:
- Rolled back to v2.3.3
- Transactions auto-retried successfully

Follow-up:
- Postmortem scheduled for [DATE]
- Bug fix in progress
```
````

### Template 2: Database Incident Runbook

````markdown
# Database Incident Runbook

## Quick Reference
| Issue | Command |
|-------|---------|
| Check connections | `SELECT count(*) FROM pg_stat_activity;` |
| Query recovery | Identify exact PID/database/owner and use the approved recovery runbook |
| Check replication lag | `SELECT extract(epoch from (now() - pg_last_xact_replay_timestamp()));` |
| Check locks | `SELECT * FROM pg_locks WHERE NOT granted;` |

## Connection Pool Exhaustion
```sql
-- Check current connections
SELECT datname, usename, state, count(*)
FROM pg_stat_activity
GROUP BY datname, usename, state
ORDER BY count(*) DESC;

-- Identify long-running connections
SELECT pid, usename, datname, state, query_start, query
FROM pg_stat_activity
WHERE state != 'idle'
ORDER BY query_start;

-- Inventory scoped idle connections; this query performs no termination.
SELECT pid, datname, usename, state, state_change
FROM pg_stat_activity
WHERE datname = current_database() AND pid <> pg_backend_pid()
  AND state = 'idle' AND state_change < now() - interval '10 minutes';
-- Do not terminate connections in bulk. Reconfirm ownership, transaction impact
-- and a specific approved recovery step with the database owner.
```

## Replication Lag
```sql
-- Check lag on replica
SELECT
  CASE
    WHEN pg_last_wal_receive_lsn() = pg_last_wal_replay_lsn() THEN 0
    ELSE extract(epoch from now() - pg_last_xact_replay_timestamp())
  END AS lag_seconds;

-- If lag > 60s, consider:
-- 1. Check network between primary/replica
-- 2. Check replica disk I/O
-- 3. Consider failover if unrecoverable
```

## Disk Space Critical
```bash
# Check disk usage
df -h /var/lib/postgresql/data

# Find large tables
psql -c "SELECT relname, pg_size_pretty(pg_total_relation_size(relid))
FROM pg_catalog.pg_statio_user_tables
ORDER BY pg_total_relation_size(relid) DESC
LIMIT 10;"

# VACUUM to reclaim space
# VACUUM FULL requires an exclusive lock and extra disk space;
# never use it as a generic disk emergency remedy. Escalate to the DBA.

# If emergency, delete old data or expand disk
```
````

## Best Practices

### Do's
- **Keep runbooks updated** - Review after every incident
- **Test runbooks regularly** - Game days, chaos engineering
- **Include rollback steps** - Always have an escape hatch
- **Document assumptions** - What must be true for steps to work
- **Link to dashboards** - Quick access during stress

### Don'ts
- **Don't assume knowledge** - Write for 3 AM brain
- **Don't skip verification** - Confirm each step worked
- **Don't forget communication** - Keep stakeholders informed
- **Don't work alone** - Escalate early
- **Don't skip postmortems** - Learn from every incident

## Resources

- [Google SRE Book - Incident Management](https://sre.google/sre-book/managing-incidents/)
- [PagerDuty Incident Response](https://response.pagerduty.com/)
- [Atlassian Incident Management](https://www.atlassian.com/incident-management)

## Limitations
- Use this skill only when the task clearly matches the scope described above.
- Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
- Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.