Chris, an expert in incident management, and Pete, who specializes in establishing solid frameworks, delve into the essentials of creating an effective incident management process. They define what constitutes an incident and discuss the importance of clear severity levels and statuses. The duo emphasizes the need for defined roles and responsibilities in managing incidents, while also advocating for structured data to enhance learning. With a touch of humor, they share lighthearted stories from their careers, proving that managing incidents doesn’t always have to be serious!
An incident is broadly defined as any disruption to planned work, from minor bugs to significant issues, requiring organizations to normalize their declaration for effective learning.
Establishing clear severity levels and defined roles during incidents improves team coordination and response, facilitating better communication and reducing individual workloads.
Deep dives
Understanding Incidents
An incident is typically defined as any event that disrupts planned work, and its urgency can vary across organizations. Many people view incidents as rare, significant disturbances, but a broader perspective considers various issues, including bugs that affect customers immediately. For some companies, even minor bugs qualify as incidents, offering a practical approach to managing and learning from them. Companies should normalize the declaration of incidents at all severity levels to foster learning and adaptability within their teams.
Defining Severity Levels
A well-defined severity framework is crucial for incident management, as it governs how an organization responds to various incidents. Clarity in severity levels allows teams to categorize incidents effectively without excessive bureaucratic hurdles. Ideally, organizations should implement a simple and intuitive scale that everyone can easily understand and use. Consistency in terminology across teams helps streamline communication and makes it easier to collaborate during incidents.
Role Clarity During Incidents
Assigning clear roles during an incident is essential for effective response and coordination. Each role should have defined responsibilities, allowing team members to focus on specific tasks and reducing individual workload. This organization is particularly critical in high-stakes incidents, where various functions, like customer communication and technical resolution, must be managed simultaneously. Uniformity in role naming across teams aids in fostering collaboration and ensures everyone is aware of their responsibilities when crises arise.
Capturing Data Post-Incident
After an incident, capturing structured data is vital for ongoing learning and improvement. Organizations should collect relevant attributes—such as customer impact, systems involved, and incident timing—to analyze trends and refine processes over time. However, it's important to strike the right balance between collecting enough data to be meaningful and avoiding information overload that slows response time. Capturing the right metrics allows teams to identify patterns and make informed decisions for future prevention and response strategies.
In this podcast, our panellists discuss the foundations that any team needs to put in place when designing their incident management process. Starting from the basics of defining what we really mean by an incident, to how to set your severity levels, roles and statuses, Chris and Pete share their tips for building solid foundations to run your incidents.
In this episode, we cover:
(00:55) What is an incident?
(06:35) Questions to ask to figure out whether or not to declare an incident
(12:27) Can you declare too many incidents?
(17:59) Defining your severities
(23:34) Why you need incident statuses
(31:15) Incident roles and responsibilities
(36:29) Using structured data to learn from incidents