How to Run a Phishing Simulation

Running a phishing simulation is like running a fire drill. It’s the best way to see how your team reacts to a real-world threat in a safe, controlled way.

Here is a simple, 4-step guide to doing it right.

Step 1: Pick a Realistic Story

Don't use "impossible" tricks. Use something your team sees every day:

• A "Reset your password" email.
• A "New HR Policy" update.
• A "Package delivery failed" notice. The goal is to practice, not to "win" by tricking people unfairly.

Step 2: Send and Observe

Send the email out and watch what happens. You're looking for two things:

• The Clicks: Who accidentally fell for it?
• The Reports: Who was sharp enough to flag it and tell the security team?

Step 3: Teach in the Moment

If someone clicks, show them a friendly, 1-minute "Teachable Moment" page immediately. Explain the 2-3 signs they missed. People learn best when the mistake is fresh and the environment is supportive.

Step 4: Review and Repeat

Look at the numbers. Did more people report than last time? Great! Use that data to celebrate the team's progress and plan your next simulation for next month. Over time, consistent simulations can dramatically reduce your phishing click rates.

The Secret Ingredient

Consistency. Running one test a year won't change behavior. Monthly simulations are the sweet spot for keeping everyone's "security muscle" strong.

Related Learning

• What is a phishing simulation?
• Phishing simulation frequency guide
• Phishing simulation software for small business
• Spear phishing simulation for enterprise