The 2026 InfoSec Playbook · Daniel Ramos

Chapter 14 — The Scenario Playbooks

Fourteen playbooks written to be executed at 3 a.m. by somebody who did not write them — each one a separate page, so you can open the one you need.

#How to read a playbook in this book

Every playbook from 14.1 to 14.14 uses the same ten-part shape. Learn it once and you can execute any of them cold.

PartWhat it gives you
Playbook IDStable identifier (PB-RANSOM, PB-BEC, …) for cross-references, ticket templates and exercise records. It never changes, even when the content does.
Default severityThe SEV level this incident type opens at, per the schema in Chapter 13. A floor, not a ceiling: if you are unsure between two levels, take the higher one and reassess at the post-incident review, never during.
Entry criteriaThe observable conditions that justify opening this playbook. If they are not met, you are in the wrong playbook.
What you are dealing withA short threat-model briefing: how this scenario actually behaves, what the current numbers say about it, and the one thing about it that breaks a generic response. Read it in peacetime. Skip it at 03:00.
Roles for this incidentThe seats this scenario needs, on top of the six incident command roles from Chapter 13 — a Recovery Lead for ransomware, a Parallel Intrusion Watch for DDoS, a named Engineering Authority for OT. It is also where the playbook declares the markers it uses inside its own step tables.
The five phasesDetection and Triage → Containment → Eradication → Recovery → Post-Incident. Each phase is a step table: action, owner, done-when, evidence to capture. Scoping is not a separate phase here — it lives inside Detection and Triage, which is roughly where the AWS library puts it too (AWS SEC10-BP04). Phase 5 is not paperwork: it carries the timeline, the lessons learned, the edits back into this playbook, and any regulatory notification still owed.
Decision pointsMarked [!DECISION], each with a deadline, a named authorizing role, the conditions for each branch, and a default if the deadline passes undecided.
Communications triggersWhere internal, customer, regulator, insurer, law-enforcement or counsel contact becomes due, and who owns it. The clocks themselves live in Chapter 15.
Automation notesWhich steps a SOAR workflow or agent runs unattended, which need a human gate, and what the automation must log. Design rules are in Chapter 17.
PitfallsThe specific ways this scenario is habitually botched, with the consequence.

Two markings appear inside step tables and override the printed order of operations. They exist because the two most expensive mistakes in response are both mistakes of sequence.

#The fourteen playbooks

#PlaybookIDDefault SEVRun this when
14.1Ransomware with Data ExfiltrationPB-RANSOMSEV-1Files are encrypted, a ransom note is found, or a demand references your data.
14.2Business Email Compromise and Payment FraudPB-BECSEV-3A payment, payroll or bank-detail change was requested or made on a fraudulent instruction.
14.3SaaS and Cloud Account TakeoverPB-ATOSEV-3A user session, token or OAuth grant is being used by someone who is not the user.
14.4Identity Provider and Privileged Credential CompromisePB-IDPSEV-2The IdP, a tenant or domain admin, or the credential vault is suspected compromised.
14.5Third-Party and Supply Chain BreachPB-SUPPLYSEV-2A vendor, package, CI action or integration you trust has been compromised.
14.6Insider ThreatPB-INSIDERSEV-3An authorized person is suspected of misusing access or exfiltrating on departure.
14.7Data Breach with Regulatory ObligationsPB-BREACHSEV-2Regulated, contractual or personal data is confirmed or reasonably suspected to have left your control.
14.8DDoS and Service UnavailabilityPB-DDOSSEV-2A public service is degraded or unavailable under volumetric or application-layer load.
14.9Deepfake and AI-Enabled Social EngineeringPB-DEEPFAKESEV-3Synthetic voice, video or identity was used to pressure a person into an action.
14.10Kubernetes and Container CompromisePB-K8SSEV-2Container escape, cluster credential abuse, or a workload doing something it has never done.
14.11AI System CompromisePB-AISYSSEV-2A model, agent, RAG store or tool chain acted outside its intended authority.
14.12Edge Device and Perimeter Appliance ExploitationPB-EDGESEV-2A VPN, firewall or gateway at your perimeter is exploited or KEV-listed and exposed.
14.13Web Application Compromise and Mass ExploitationPB-WEBAPPSEV-2Your public application is compromised, or is being mass-exploited alongside everyone else's.
14.14OT and ICS IncidentPB-OTSEV-1Anything touching engineering workstations, control loops, or the safety of a physical process.

#When the incident looks like more than one playbook

It usually will. Attacks arrive as chains, not categories: an exploited edge appliance yields credentials, the credentials yield the estate, the estate gets encrypted. Akira's operators used a SonicWall vulnerability for initial access (CISA AA24-109A), and Mandiant now ranks "prior compromise" as the most common ransomware initial vector at 30% — ransomware increasingly inherits access rather than earning it (M-Trends 2026). Picking one playbook and filing the rest under "later" is how a chain becomes a catastrophe.

Four precedence rules, in this order:

  1. Identity first. If the identity plane is in scope, PB-IDP is primary and every other containment step waits on it. You cannot contain anything through an authentication system the adversary controls — and a password reset alone does not evict an attacker holding a stolen session token or an approved OAuth grant.
  2. Recovery-denial outranks everything except identity. Tampering with backups, hypervisor management or certificate services means promoting to PB-RANSOM now, not after encryption confirms it. Operators increasingly target your ability to recover, not only your ability to operate (M-Trends 2026).
  3. The notification clock runs on its own timetable. If regulated data may be in scope, open PB-BREACH in parallel at T+0. Notification obligations key off determinations and elapsed time, not off your technical progress. See Chapter 15.
  4. A vendor's incident is your incident. Where a third party is the source, PB-SUPPLY runs alongside the technical playbook, because there is often nothing on your side to patch — only tokens to rotate and grants to revoke.

Run the relevant playbooks concurrently, as workstreams under a single Incident Commander. Each playbook contributes a workstream lead; none of them contributes a second command structure. Two Incident Commanders produce two timelines, two evidence sets, and two incompatible answers to "is it contained?"

#Localize these before you need them

Every playbook that follows carries placeholders in angle brackets — <EDR console>, <IdP admin role>, <out-of-band bridge>. They are deliberate, and they are your homework. A playbook still full of angle brackets is a map of a building nobody has visited.

Three localization steps carry most of the value. Name a deputy for every authority: NCSC's position is that decision-makers must hold real authority to take systems offline, and that stand-ins must be identified in advance (NCSC). Choose the out-of-band channel in peacetime — the British Library ran its response on social media and email cascades with its website and intranet down (British Library review). And print it. CISA is blunt about why: during an incident your internal email, chat and document storage may be unreachable (CISA IRP Basics).

Actionable takeaway: make two passes over each playbook you adopt. First, fill every placeholder. Second, delete every step your organization genuinely cannot perform, and replace it with the one it can — a short playbook you can execute beats a complete one you cannot. Do it before you need it. Not during. Before.

The fourteen playbooks

14.1 · PB-RANSOMRansomware with Data ExfiltrationOpen this on: a ransom note or extortion email naming you; mass file-extension changes or a rename spike on a file server or hypervisor datastore; EDR detections for shadow-copy or backup de...14.2 · PB-BECBusiness Email Compromise and Payment FraudOpen this playbook on: a payment sent to an account that does not belong to the payee; a supplier or customer reporting a hijacked email thread; Unified Audit Log returning New-InboxRule or ...14.3 · PB-ATOSaaS and Cloud Account TakeoverNot for: compromise of the identity provider itself, federation trust, token-signing material, or a Tier-0 administrator — Playbook 14.4. Mailbox rules used to redirect payment — 14.2. A ven...14.4 · PB-IDPIdentity Provider and Privileged Credential CompromiseNot this playbook: a single non-privileged SaaS takeover (14.3 PB-ATO); mailbox fraud and payment diversion (14.2 PB-BEC); a grant issued to a breached vendor's app (14.5 PB-SUPPLY); an admi...14.5 · PB-SUPPLYThird-Party and Supply Chain BreachOpen this playbook on any of:14.6 · PB-INSIDERInsider ThreatOpen this playbook when the suspected actor is someone who is supposed to have access. Triggers:14.7 · PB-BREACHData Breach with Regulatory ObligationsOpen this playbook the moment a technical incident touches a store of regulated data, and run it in parallel with whichever playbook owns the intrusion. Concrete triggers: a DLP egress alert...14.8 · PB-DDOSDDoS and Service UnavailabilityAvailability degrades and the cause is inbound traffic rather than your own change. Triggers:14.9 · PB-DEEPFAKEDeepfake and AI-Enabled Social EngineeringOpen this playbook on: an employee reporting a call, voicemail, video meeting or voice note from an "executive" pressing for a payment, a credential, a gift-card purchase or an urgent except...14.10 · PB-K8SKubernetes and Container CompromiseNot for: the compromise of the CI/CD system, registry or upstream package itself — that is Playbook 14.5, which owns the vendor-side and build-chain work; run it in parallel and come back he...14.11 · PB-AISYSAI System CompromiseOpen this playbook on any of:14.12 · PB-EDGEEdge Device and Perimeter Appliance ExploitationNot for: compromise of a general-purpose web server or a custom application — that is Playbook 14.13. Compromise of a SaaS product you consume, or a vendor's platform rather than an applianc...14.13 · PB-WEBAPPWeb Application Compromise and Mass ExploitationNot for: perimeter appliances — VPN concentrators, firewalls, load-balancer appliances, file-transfer boxes — which are Playbook 14.12, because their forensics and their vendor relationship ...14.14 · PB-OTOT and ICS IncidentNot for: IT-only ransomware at an organization with no physical process — use 14.1. An exploited perimeter appliance with no route to an operational site — use 14.12. A compromised badge or ...
Every playbook is free and in full, with no email wall. They are also all present in the single-file manual if you would rather have one document. Related tool: the free Incident Response Planner builds the plan these playbooks slot into — nine steps, about forty minutes, and nothing you type leaves your browser.