Top 11 Phishing Simulation Best Practices 2023

Phishing Simulation Best Practices

Phishing, a persistent cyber threat, demands that organizations not only invest in advanced security technologies but also foster a cyber-aware workforce. To achieve this, phishing simulation exercises have gained significance. These simulations replicate real phishing attacks, enabling organizations to assess their employees’ vulnerability to such threats and pinpoint areas for improvement.

In this article, we will explore the phishing simulation best practices, revealing key strategies to develop effective training programs that bolster cybersecurity resilience and protect sensitive information.

What is Phishing?

Phishing is a type of online scam where a dishonest person or group pretends to be someone else, like a trusted company or a friend, to trick you into giving them your personal information or money. They might send you fake emails, messages, or links that look real, but they are designed to steal your sensitive details like passwords, credit card numbers, or login credentials. It’s important to be cautious and verify the identity of the sender before sharing any personal information online to protect yourself from falling for phishing scams.

What is Phishing Simulation?

Phishing simulation is like a practice game that helps people learn how to recognize and avoid online scams. It involves sending fake emails or messages to employees or individuals, just like real phishing attacks. The goal is to see how well they can spot these fake attempts and avoid falling for them. It’s a safe way to train people to be more careful and aware of potential cyber threats, so they can protect themselves and their organization from real phishing attacks in the future.

Phishing Simulation Best Practices

Phishing Simulation Best Practices

To ensure the success and effectiveness of these simulations, organizations should follow these best practices:

1. Settings Goals

Defining clear goals and objectives is essential for the success of phishing simulations. They provide a focused direction for efforts and resources, ensuring that all activities align with a specific cybersecurity purpose. By knowing what you aim to achieve through the simulations, you can optimize the training process and achieve the desired outcomes effectively.

Maintaining compliance with legal and ethical guidelines is crucial when conducting simulated phishing attempts. Additionally, effective communication of the simulation goals to all participants is essential. Clearly defined objectives and goals instill a sense of purpose and motivation in employees, enhancing the overall effectiveness of the training.

2. Working with Departments

To optimize the phishing simulation’s effectiveness, it is crucial to collaborate with other departments, such as IT and human resources, to align it with the organization’s security and compliance objectives. By pooling resources and knowledge, duplication of efforts can be minimized, resulting in increased efficiency. This collaborative effort also enables the organization to respond promptly and effectively, bolstering its ability to prevent phishing attacks and enhance overall cybersecurity readiness.

3. Employee Education

Employee education is a cornerstone of phishing simulation best practices. A well-informed workforce is one of the most potent defenses against phishing attacks. By educating employees about various phishing tactics, red flags, and the risks associated with such attacks, organizations empower their staff to recognize and respond to potential threats effectively.

Employee education is a cornerstone of phishing simulation best practices

Phishing simulations complement employee education by providing hands-on experience in identifying and handling real-world phishing attempts. These exercises reinforce theoretical knowledge and equip employees with practical skills, enhancing their ability to safeguard sensitive information.

In addition to better threat detection, educated employees are more likely to report suspicious activity promptly. Early reporting allows incident response teams to take swift action, preventing potential data breaches or unauthorized access.

4. Customization

Customizing phishing simulations is crucial for their effectiveness. Identify targeted scenarios, craft realistic content, segment employee groups, consider phishing trends, and measure results. Personalize feedback, adjust difficulty levels, incorporate social engineering techniques, and offer rewards for better engagement. Continuous improvement ensures ongoing effectiveness against evolving threats.

Customizing phishing simulations

To maximize the effectiveness of phishing simulations, use subject lines, sender names, brand elements, and email content that closely resemble real-world attacks and are relevant to your employees. Vary the difficulty levels to test employees with different skill sets and backgrounds. Customize the simulations to target specific departments or groups that may be more susceptible to cybercriminals’ targeting. Use of AI can provide better templates to carry out highly customized campaigns.

5. Monitoring the process

Monitoring phishing simulation results is crucial for assessing the effectiveness of the training program and identifying weaknesses in employees’ cyber awareness. Regular tracking and analysis help tailor training efforts to address specific vulnerabilities and improve overall cybersecurity resilience.


By adjusting the difficulty levels of the simulations based on the results, employees stay engaged and continuously build their skills to face real-world phishing threats effectively. Staying informed about the latest phishing tactics allows organizations to update their training content, making the simulations more relevant and impactful. Recognizing and rewarding employees who excel in the simulations fosters a culture of cyber vigilance and active participation.

6. Post Follow-Ups

Following up with employees after phishing simulations is essential to reinforce learning and enhance cybersecurity awareness. Immediate feedback should be provided, informing participants whether they fell for the phishing attempt or successfully identified it, along with guidance on improving their responses.

Educational resources and best practices should be shared to help employees enhance their phishing detection skills, emphasizing the importance of identifying suspicious emails, verifying sender legitimacy, and reporting potential threats. Personalized one-on-one coaching sessions can be offered to those who fell for the simulation, addressing individual challenges and underscoring the need for vigilance.

7. Training Reports

Training reports after phishing simulations provide valuable insights on employee performance, including click-through and reporting rates, training effectiveness, departmental vulnerabilities, and emerging phishing trends.

These reports help organizations refine cybersecurity training, address weaknesses, and create a vigilant workforce capable of detecting and mitigating phishing attacks effectively.

8. Difficulty Levels

After series of simulations and training, everyone is going to be experts at the basics of identifying threats. But the attackers are ever evolving, they are going to roll out more complicated and hard to detect tactics and techniques to trap users.

It is important to improve the difficulty level of the phishing simulations, start with the easy ones and move your way up to difficult and hard to detect ones. This can protect users from falling to ever evolving tactics the attackers roll out. Keep up with their attacking trends and be one step ahead to mitigate those attacks.

9. Regular Phishing Simulations

Continuous phishing simulations for employees are a proactive and effective approach to enhance security awareness within an organization. Regular exposure to simulated threats provides practical experience, helping employees recognize and handle real phishing attempts better.

The repetitive nature of the simulations reinforces best practices, promoting behavioral change and reducing the risk of falling victim to actual phishing attacks.

10. Keeping Simulations Up-to-Date

Maintaining effective phishing simulations involves staying current with the ever-changing landscape of cyber threats. Regular updates to your simulation scenarios are essential to ensure that employees are equipped to recognize and respond to the latest attack methods.

Diversify your simulation content to encompass a wide range of phishing techniques, reflecting real-world scenarios that employees might encounter. It’s crucial to mimic authentic phishing attempts in terms of language and design to provide a realistic training experience. Stay informed about the latest phishing trends and incorporate them into your simulations to enhance their relevance.

11. Security Policies

Using simulation results to develop security policies is a practical approach to enhance an organization’s cybersecurity. Insights from simulations identify vulnerabilities, guide tailored training, and set benchmarks for policy effectiveness.

Clear reporting and incident response procedures can be established, while access controls and authentication measures can be strengthened. Regular training sessions covering emerging threats reinforce good practices. By leveraging simulation data, organizations can proactively address cybersecurity challenges and build a resilient defense against phishing attacks.


In conclusion, phishing simulation best practices are a fundamental component of a comprehensive cybersecurity strategy. These simulations provide a safe and controlled environment to educate employees about the ever-present threat of phishing attacks. By crafting realistic scenarios, customizing content, and using various difficulty levels, organizations can effectively assess their employees’ cybersecurity awareness and response capabilities.

Continuous monitoring of simulation results offers valuable insights for fine-tuning training efforts and identifying areas for improvement. Collaborating with other departments and communicating the goals of the simulations to participants ensure alignment with overall security and compliance objectives. Moreover, using the data obtained from these simulations to develop security policies empowers organizations to address vulnerabilities proactively and cultivate a cyber-resilient workforce.


What is the phishing simulation process?

The phishing simulation process involves planning objectives, creating realistic scenarios, customizing for the organization, executing the simulation, tracking responses, providing immediate feedback, conducting training, analyzing results, and continuously improving the cybersecurity program. This controlled exercise assesses and enhances employees’ awareness and response to phishing threats.

Is phishing simulation effective?

Yes, phishing simulation is effective in enhancing cybersecurity awareness, reducing risks, and cultivating a cyber-aware culture among employees. It provides practical training, data-driven insights, and helps refine security policies. Continuous improvement and integration into a comprehensive cybersecurity program are essential for its success.

What composes a phishing simulation?

A phishing simulation consists of a realistic phishing scenario, convincing email content, links or landing pages, customization, delivery to employees, tracking, immediate feedback, follow-up training, data analysis, and continuous improvement. It aims to assess and improve employees’ cybersecurity awareness and response to phishing threats effectively.

Lichumon is an enthusiastic SOC Analyst with a keen interest in exploring the complexities of the dark web and human risk factors in cybersecurity. Despite being early in his career, his eagerness to learn and adapt sets him apart. Balancing vigilance and curiosity, Lichumon navigates the ever-evolving cyber threat landscape with a sense of determination and commitment to continuous learning.