Incident Summary Memo for Leadership
Explain what happened, impact, cause and actions in plain terms.
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Write an incident memo for leadership. What happened: [INCIDENT_DESCRIPTION]. Impact: [IMPACT]. Cause as currently understood: [CAUSE]. Actions taken: [ACTIONS_TAKEN]. Open questions: [OPEN_QUESTIONS]. Sections: summary in three sentences; timeline with times as supplied; who and what was affected, with numbers; what we know and what we do not; actions taken and planned with owners; support needed from leadership; communication to customers or staff. Use plain wording and no blame. Distinguish confirmed facts from working assumptions with labels. Do not estimate costs unless I supplied figures. Legal or regulatory notification duties should be checked with a professional [VERIFY] for [JURISDICTION]. Add a version for customers, shorter and carefully worded, that states what happened, what we are doing and when they will hear from us next, without internal detail or speculation. Provide a checklist for the first 24 hours and a rule that the memo is updated whenever facts change, with the version number and time shown at the top. Include a prompt for the final review: would we be comfortable if this memo were read by the people affected?
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