Planning support
Translate approved objectives and audience needs into a campaign plan.
A managed phishing simulation service provides operational help with campaign planning, configuration, delivery, analysis, or reporting. The customer should still retain authorization, policy ownership, internal coordination, and accountability for decisions.
Use the framework below to turn the concept into a repeatable, measurable employee-awareness workflow.
Clear definition • Practical steps • Measurable activity • Useful next actions
Translate approved objectives and audience needs into a campaign plan.
Help configure scenarios, schedules, groups, and delivery settings.
Organize activity and explain relevant campaign context.
Support a repeatable cadence while internal owners retain governance.
Specify what the provider handles and what remains internal.
Review security, privacy, authorization, access, and escalation.
Test a representative campaign and reporting workflow.
Measure quality, responsiveness, outcomes, and ongoing fit.
Keep content relevant, simulations controlled, results interpreted in context, and follow-up actions documented. Avoid using a single click rate as a complete measure of employee risk.
Scope varies. It may include campaign planning, configuration, scheduling, monitoring, reporting, and review support; confirm responsibilities contractually.
No. The organization remains responsible for authorization, employee and data policies, stakeholder coordination, risk decisions, and applicable obligations.
Keep the campaign scope, audience, delivery dates, supported employee events, training assignments, completion activity, and the actions taken after reviewing results.
Bring phishing simulations, awareness training, employee activity, and reporting into one manageable workflow.