Sections Overview

  1. Situation Assessment
  2. Team Roles & Escalation Paths
  3. Messaging Framework
  4. Channel Checklist
  5. Post-Mortem & Recovery Plan

Situation Assessment

Prompt Your Notes
What happened? [Describe the incident or trigger]
When did it happen? [Date & time]
Who’s affected? [Customers, partners, media, internal]
Severity Level (1–3) [1 = minor, 3 = critical public crisis]
Immediate impact [Trust, legal, technical, sales, media]
Evidence or source [Links, screenshots, support tickets]

Crisis Team & Roles

Role Name Responsibility
Crisis Comms Lead [Name] Coordinates messaging and response
Spokesperson [Name] Public/media point of contact
Legal Review [Name] Approves all statements
Customer Support [Name] Aligns with CS team, macros, inbox language
Social Media Lead [Name] Manages social responses, DMs, sentiment
CEO / Exec Oversight [Name] Final sign-off, internal morale

Messaging Framework

Component Your Copy
Acknowledgment “We’re aware of the issue and are investigating…”
Empathy / Reassurance “We understand how frustrating this is…”
Facts Only [Known facts, not speculation]
Action Plan “Here’s what we’re doing to fix it…”
Timing / Updates “We’ll provide updates every X hours via [channel]”
Contact / Help “If you need help, contact us at [email/link]”

Use consistent, human tone. Avoid jargon, blame, or over-promising.

Channel Checklist

Channel Comms Needed? Completed? Notes
Internal Email ✅ Yes [ ] Staff briefing + holding message
Help Center / Status Page ✅ Yes [ ] Transparent updates + timestamp
Social Media Depends [ ] Pin tweet/post, reply policy
Press / Media Maybe [ ] If media is contacting you
Direct Outreach (email/SMS) If affected [ ] Priority customers, legal reqs
Investors / Board If required [ ] Loop in key stakeholders

Post-Mortem & Recovery Plan

Area Actions Needed
Internal Debrief Schedule within 48 hours
Root Cause Analysis What caused it? How was it handled?
Comms Review What worked, what didn’t?
Stakeholder Follow-Up Close the loop with media, users, partners
Preventative Steps Improve systems, process, or monitoring
Update Documentation Review & update this crisis plan

Crisis Comms Kit Checklist

✔️ Crisis Plan Template in place

✔️ Draft holding statement ready to customize