Delegating Roles During an Active Incident

Crisis Leadership & Incident ResponseMid5–10 min

Introduction: What You’ll Learn

During an active incident, clear communication and effective role delegation are crucial to minimize impact and resolve issues swiftly. This simulation guides you through delegating roles and maintaining clarity in a high-pressure situation.

You’ll practice:

  • Identifying key roles and responsibilities
  • Communicating effectively under pressure
  • Prioritizing tasks and managing time
  • Coordinating team efforts towards resolution

Step-by-Step Simulation

Scene 1: Initial Incident Discovery

Incident Commander: "Hey team, we've got a critical issue with the payment gateway — transactions are failing. Let's keep calm and get organized quickly. Here's how we'll handle it."

Incident Commander: "I'll oversee the response and handle communications. Here's what we need to do:"

  1. Technical Lead: Dive into what's causing the issue and start fixing it.
  2. Communications Officer: Draft an update for our team and get ready in case we need to go external.
  3. Support Liaison: Manage the flood of support tickets and sort out the urgent ones.
  4. Observer: Keep track of everything we do for the post-incident review.

Incident Commander: "Alex, you're up as Technical Lead. Any initial findings?"


Scene 2: Role Assignments

Alex (Technical Lead): "I'm checking payment logs and recent deployments. I'll see if it relates to the latest changes. Priya, can you handle the database checks and keep an eye on performance?"

Incident Commander: "Perfect. Priya, team up with Alex. Sara, you're on Communications. Let's get a quick internal update ready — have something prepped for external use too."

Sara (Communications Officer): "Got it. I'll coordinate with legal and PR to make sure we're all on the same page."

Incident Commander: "Leo, you're handling Support. Prioritize the payment issues and flag any major trends or critical cases."

Leo (Support Liaison): "Will do. I'll tag payment-related tickets for easy tracking."

Incident Commander: "Sofia, you're documenting. Capture all our actions, decisions, and any changes in the incident status."

Sofia (Observer): "Understood. I'll keep a detailed timeline so we have everything for the post-mortem."


Scene 3: Coordinating Efforts

Incident Commander: "Let's regroup in 15 minutes for a status check. Keep things brief and highlight any blockers."

Alex (Technical Lead): "Found a spike in errors from a recent config change. Rolling back now. Priya's monitoring the system during this."

Sara (Communications Officer): "Internal update is ready and reviewed by PR. We’re set for external if it comes to that."

Leo (Support Liaison): "Lots of users affected. I'm directing major cases to Alex and Priya for quick handling."

Sofia (Observer): "Everything's logged — rollback action noted, waiting for results."


Scene 4: Wrapping Up

Incident Commander: "Quick recap: Alex and Priya are rolling back the config. Sara’s got external messaging ready if needed. Leo’s on top of support. Sofia, keep documenting until we wrap this up."

Incident Commander: "Let’s check the rollback impact in the next 10 minutes. Stay ready for any follow-up actions."


Mini Roleplay Challenges

Challenge 1: Technical Lead is overwhelmed with tasks.

  • Best Response: "Hand off some checks to others or ask for more help."

Challenge 2: Support Liaison reports a surge in angry customer tickets.

  • Best Response: "Work with Communications to send out a reassuring public message."

Challenge 3: Observer misses crucial details in documentation.

  • Best Response: "Have quick syncs to go over key points and ensure thoroughness."

Optional Curveball Mode

  • New, unrelated incident is reported.
  • Critical team member is unavailable.
  • System shows misleading error logs.

Practice addressing these without losing focus on the main incident.

Reflection Checklist

Delegation Efficiency

  • Did I assign roles quickly and clearly?
  • Were responsibilities distributed effectively?

Communication Clarity

  • Did I maintain clear and concise communication?
  • Were updates timely and informative?

Crisis Management

  • Did I keep the team focused on priorities?
  • Was there a clear path from incident discovery to resolution?

Common Mistakes to Avoid

  • Failing to assign clear roles
  • Letting communication become chaotic
  • Overlooking documentation for post-incident analysis
  • Neglecting to provide updates to stakeholders