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Phishing Simulation Guide

What Is a Phishing Simulation?

A phishing simulation is an authorized exercise that sends controlled, non-malicious messages to employees so an organization can practice threat recognition, observe supported actions, and plan targeted reinforcement.

Use the framework below to turn the concept into a repeatable, measurable employee-awareness workflow.

Clear definition • Practical steps • Measurable activity • Useful next actions

Campaigns

One connected awareness workflow.

Employee activity

One connected awareness workflow.

Follow-up training

One connected awareness workflow.

Reporting

One connected awareness workflow.

Quick Answer

What Is a Phishing Simulation?

A phishing simulation is an authorized exercise that sends controlled, non-malicious messages to employees so an organization can practice threat recognition, observe supported actions, and plan targeted reinforcement.

Core Elements

What a Practical Approach Includes

Authorized exercise

Define ownership, scope, audience, handling, and escalation before launch.

Realistic practice

Use relevant scenarios without imitating sensitive events in a harmful or deceptive way.

Measured activity

Review delivery, supported interactions, reporting, and trends in context.

Constructive follow-up

Use results for education and improvement rather than public blame.

Implementation

A Repeatable Process

  1. 1

    Set objectives

    Choose the behavior or process the exercise should help evaluate.

  2. 2

    Select an audience

    Use role and risk context to define an appropriate group.

  3. 3

    Run safely

    Schedule, monitor, and maintain a response plan.

  4. 4

    Review and reinforce

    Interpret results, assign learning, and document improvements.

See Phishmake in your workflow

Review the platform with your team's goals and requirements in mind.

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Next Steps

Connect Learning With Practice and Evidence

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.

FAQ

Phishing Simulation Guide
questions

Straightforward answers for security, IT, risk, and compliance teams evaluating an awareness program.

No. A legitimate simulation is authorized and controlled, and should not deploy malicious payloads or collect unnecessary sensitive data.

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Put Phishing Simulation Into Practice

Bring phishing simulations, awareness training, employee activity, and reporting into one manageable workflow.