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Security guide · Awareness

Phishing simulations: how to run a useful, safe program

How to prepare a phishing exercise, assess staff responses and use the results to improve learning and work procedures.

Two colleagues review email on a computer

Key takeaway

A good simulation is realistic, authorized in advance and educational. People receive an explanation when they miss a lure, while results are reviewed without public shaming.

What a simulation measures

A simulation is a harmless training message sent with the organization’s authorization. It provides feedback on recognizing and reporting suspicious mail, but does not replace a separate assessment of technical controls. Design it to record a submission attempt without collecting real passwords or MFA codes. Results inform learning; they do not prove safe behavior during a real attack.

Fit scenarios to the work context

A generic or obvious lure does little to practise real decisions. Match scenarios to the work: a supplier invoice for finance, a password notice for IT or a learning-platform alert in an education setting. Avoid personal crises, intimidation and humiliation. Agree on scope and data use with the organization’s legal, privacy and people teams before launch.

Look beyond the click rate

The NIST Phish Scale helps assess detection difficulty using message cues and recipient context. Agree on a local measurement definition: for reporting and click proportions, divide unique recipients who performed the action by recipients of delivered messages. Keep submission-attempt counts distinct from percentages. Do not use these measures alone to predict real incidents. How to interpret simulation results:

MeasureWhat it showsWhat to consider
Reporting proportionReporting behaviorWhether the reporting channel is usable
Click proportionLink interactionScenario difficulty
Submission attemptsAttempted disclosureNo real passwords or codes collected
Scenario difficultyRecipient context and message cuesCompare like campaigns

Turn results into learning

Give someone who misses a lure short, immediate feedback: what was suspicious about the sender or request, which action would create risk in a real attack, and how to report the message. Review patterns by team or role instead of ranking people by name. Use the findings to target follow-up learning and make it safe to report mistakes.