name: write-incident-runbook
locale: caveman-ultra
source_locale: en
source_commit: 82c77053
fence_basis_commit: 82c77053
translator: "Julius Brussee homage — caveman"
translation_date: "2026-05-03"
description: >
Create structured incident runbooks with diagnostic steps, resolution procedures, escalation
paths, and communication templates for effective incident response. Use when documenting
response procedures for recurring alerts, standardizing incident response across an on-call
rotation, reducing MTTR with clear diagnostic steps, creating training materials for new
team members, or linking alert annotations directly to resolution procedures.
license: MIT
allowed-tools: Read Write Edit Bash Grep Glob
metadata:
author: Philipp Thoss
version: "1.0"
domain: observability
complexity: basic
language: multi
tags: runbook, incident-response, diagnostics, escalation, documentation
Write Incident Runbook
Actionable runbooks → guide responders through incident diagnosis + resolution.
Use When
- Doc response procedures for recurring alerts|incidents
- Standardize response across on-call rotation
- Reduce MTTR via clear diagnostic steps
- Training for new team on incident handling
- Establish escalation paths + comm protocols
- Migrate tribal knowledge → written
- Link alerts → resolution (alert annotations)
In
- Required: Incident|alert name|desc
- Required: Historical incident data + resolution patterns
- Optional: Diagnostic queries (Prometheus, logs, traces)
- Optional: Escalation contacts + comm channels
- Optional: Prev incident post-mortems
Do
Step 1: Choose Template
See Extended Examples for complete template files.
Select per incident type + complexity.
Basic runbook template structure:
# [Alert/Incident Name] Runbook
## Overview | Severity | Symptoms
## Diagnostic Steps | Resolution Steps
## Escalation | Communication | Prevention | Related
Advanced SRE template (excerpt):
# [Service Name] - [Incident Type] Runbook
## Metadata
- Service, Owner, Severity, On-Call, Last Updated
## Diagnostic Phase
### Quick Health Check (< 5 min): Dashboard, error rate, deployments
### Detailed Investigation (5-20 min): Metrics, logs, traces, failure patterns
# ... (see EXAMPLES.md for complete template)
Key components:
- Metadata: Service ownership, severity, on-call rotation
- Diagnostic Phase: Quick checks → detailed → failure patterns
- Resolution: Immediate mitigation → root cause fix → verify
- Escalation: Criteria + contact paths
- Comm: Internal|external templates
- Prevention: Short|long-term actions
Got: Template selected matches incident complexity, sections appropriate for service type.
If err:
- Start basic, iterate per incident patterns
- Review industry examples (Google SRE books, vendor runbooks)
- Adapt per team feedback after first use
Step 2: Diagnostic Procedures
See Extended Examples for complete diagnostic queries and decision trees.
Step-by-step investigation w/ specific queries.
6-step checklist:
-
Verify Service Health: Health endpoint + uptime metrics
curl -I https://api.example.com/health # Expected: HTTP 200 OK
up{job="api-service"} # Expected: 1 for all instances
-
Check Error Rate: Current % + breakdown by endpoint
sum(rate(http_requests_total{status=~"5.."}[5m]))
/ sum(rate(http_requests_total[5m])) * 100 # Expected: < 1%
-
Analyze Logs: Recent errs + top err msgs from Loki
{job="api-service"} |= "error" | json | level="error"
-
Resource Util: CPU, memory, conn pool status
avg(rate(container_cpu_usage_seconds_total{pod=~"api-service.*"}[5m])) * 100
# Expected: < 70%
-
Recent Changes: Deployments, git commits, infra changes
-
Dependencies: Downstream service health, DB|API latency
Failure pattern decision tree (excerpt):
- Service down? → Check all pods|instances
- Error rate elevated? → Check specific err types (5xx, gateway, DB, timeouts)
- When started? → After deployment (rollback), gradual (resource leak), sudden (traffic|dep)
Got: Diagnostic procedures specific, expected vs actual vals, guides responder.
If err:
- Test queries in actual monitoring before doc
- Screenshots of dashboards for visual ref
- "Common mistakes" section for missed steps
- Iterate per responder feedback
Step 3: Resolution Procedures
See Extended Examples for all 5 resolution options with full commands and rollback procedures.
Step-by-step remediation w/ rollback.
5 resolution options (brief):
-
Rollback Deployment (fastest): For post-deployment errs
kubectl rollout undo deployment/api-service
Verify → Monitor → Confirm (err rate < 1%, latency normal, no alerts)
-
Scale Up: High CPU|memory, conn pool exhaustion
kubectl scale deployment/api-service --replicas=$((current * 3/2))
-
Restart Service: Memory leaks, stuck conns, cache corruption
kubectl rollout restart deployment/api-service
-
Feature Flag | Circuit Breaker: Specific feature errs|external dep failures
kubectl set env deployment/api-service FEATURE_NAME=false
-
DB Remediation: Conns, slow queries, pool exhaustion
-- Kill long-running queries, restart connection pool, increase pool size
Universal verify checklist:
Rollback: Resolution worsens → pause|cancel → revert → reassess
Got: Resolution clear, verify checks, rollback options per action.
If err:
- Granular steps for complex
- Screenshots|diagrams for multi-step
- Doc cmd outs (expected vs actual)
- Separate runbook for complex resolution
Step 4: Escalation Paths
See Extended Examples for full escalation levels and contact directory template.
When + how to escalate.
Escalate immediately:
- Customer-facing outage > 15 min
- SLO err budget > 10% depleted
- Data loss|corruption|security breach suspected
- Can't ID root cause in 20 min
- Mitigation fails|worsens
5 escalation levels:
- Primary On-Call (5 min response): Deploy fixes, rollback, scale (up to 30 min solo)
- Secondary On-Call (auto after 15 min): Investigation support
- Team Lead (architectural): DB changes, vendor escalation, > 1 hour
- Incident Commander (cross-team): Multi teams, customer comms, > 2 hours
- Executive (C-level): Major impact (>50% users), SLA breach, media|PR, > 4 hours
Process:
- Notify target: status, impact, actions taken, help needed, dashboard link
- Handoff: timeline, actions, access, remain available
- No silence: update every 15 min, ask questions, feedback
Contact directory: Table w/ role, Slack, phone, PagerDuty for:
- Platform|DB|Security|Network teams
- Incident Commander
- External vendors (AWS, DB vendor, CDN provider)
Got: Clear escalation criteria, contact info accessible, paths align w/ org.
If err:
- Validate contact current (test quarterly)
- Decision tree for when to escalate
- Examples of escalation msgs
- Doc response time per level
Step 5: Comm Templates
See Extended Examples for all internal and external templates with full formatting.
Pre-written msgs for incident updates.
Internal (Slack #incident-response):
-
Initial Declaration:
🚨 INCIDENT: [Title] | Severity: [Critical/High/Medium]
Impact: [users/services] | Owner: @username | Dashboard: [link]
Quick Summary: [1-2 sentences] | Next update: 15 min
-
Progress Update (every 15-30 min):
📊 UPDATE #N | Status: [Investigating/Mitigating/Monitoring]
Actions: [what we tried and outcomes]
Theory: [what we think is happening]
Next: [planned actions]
-
Mitigation Complete:
✅ MITIGATION | Metrics: Error [before→after], Latency [before→after]
Root Cause: [brief or "investigating"] | Monitoring 30min before resolved
-
Resolution:
🎉 RESOLVED | Duration: [time] | Root Cause + Impact + Follow-up actions
-
False Alarm: No impact, no follow-up
External (status page):
- Initial: Investigating, started time, next update in 15 min
- Progress: ID'd cause (customer-friendly), implementing fix, est resolution
- Resolution: Resolved time, root cause (simple), duration, prevention
Customer email template: Timeline, impact, resolution, prevention, compensation (if applicable)
Got: Templates save time, consistent comm, reduce cognitive load on responders.
If err:
- Customize to company comm style
- Pre-fill w/ common incident types
- Slack workflow|bot to populate auto
- Review during retrospectives
Step 6: Link Runbook → Monitoring
See Extended Examples for complete Prometheus alert configuration and Grafana dashboard JSON.
Integrate w/ alerts + dashboards.
Add runbook links to Prometheus alerts:
- alert: HighErrorRate
annotations:
runbook_url: "https://wiki.example.com/runbooks/high-error-rate"
dashboard_url: "https://grafana.example.com/d/service-overview"
incident_channel: "#incident-platform"
Embed quick diagnostic links in runbook:
- Service Overview Dashboard
- Error Rate Last 1h (Prometheus direct link)
- Recent Error Logs (Loki|Grafana Explore)
- Recent Deployments (GitHub|CI)
- PagerDuty Incidents
Grafana dashboard panel w/ runbook links (md panel listing all incident runbooks w/ on-call + escalation)
Got: Responders access runbooks direct from alerts|dashboards, diagnostic queries pre-filled, one-click access.
If err:
- Verify URLs accessible w/o VPN|login
- URL shorteners for complex Grafana|Prometheus
- Test links quarterly → no break
- Browser bookmarks for frequent
Check
Traps
- Too generic: Vague "check the logs" w/o specific queries → not actionable. Specific.
- Outdated: Refs old systems|cmds → useless. Quarterly review.
- No verify: Resolution w/o verify → false positives. "How to confirm fixed."
- Missing rollback: Every action → rollback plan. Don't trap responders worse state.
- Assume knowledge: Expert-only → excludes juniors. Write for least experienced on rotation.
- No ownership: No owners → stale. Assign team|person responsible.
- Hidden behind auth: Inaccessible during VPN|SSO issues → useless during crisis. Cache copies or public wiki.
→
configure-alerting-rules — Link runbooks to alert annotations for immediate access
build-grafana-dashboards — Embed runbook links in dashboards + diagnostic panels
setup-prometheus-monitoring — Diagnostic queries from Prometheus in runbook procedures
define-slo-sli-sla — Reference SLO impact in incident severity classification