Crisis Communications Playbook
Produces a client's social media crisis plan: three severity levels with quantified triggers, response timelines, holding statements, platform actions, a printable quick card and the post-crisis review, built on the acknowledge → investigate → update cadence.
Use When
- A customer's video or post is spreading fast and a reporter wants a comment: how serious is it and who responds in the first hour?
- A damaging news story is about to air or print and a statement is needed today.
- Impersonation scams: a faked clip or cloned voice note of the CEO, a copycat page, or forwarded messages asking customers for money in the brand's name; warn customers, report it and correct the record.
- Platform actions on Facebook, Instagram, WhatsApp, X and LinkedIn during an incident, and what must not be done.
- Before anything goes wrong: holding statements, a first-30-minute checklist and a plan for an internet shutdown or platform block around an election or national event.
- The storm has passed and a post-crisis review with lessons learned is due.
Do Not Use When
playbook-reputation-management for rebuilding ratings, reviews and search results over weeks.
playbook-community-management for routine complaints handled within normal response times.
playbook-pr-publicity for proactive press releases and media pitching.
- Stop before publishing any statement, deleting posts or naming individuals without legal and client sign-off; deliver the draft holding statement and the approval request.
Required Inputs
| Artefact |
Source/provider |
Required? |
If absent |
| Client name and business type; country/city |
Client |
Yes |
Default to Uganda/East Africa and ask for the business type. |
| Social media manager (name, WhatsApp/phone) |
Agency or client |
Yes |
Leave the role unassigned on the quick card and return it as a blocking gap. |
| Client approver (name, title, WhatsApp/phone) who approves every public statement |
Client |
Yes |
Stop: no Level 2 or 3 statement can be issued; deliver drafts only. |
| PR or legal contact |
Client |
Yes for Level 3 |
Note "not appointed" and advise the client to identify one before a crisis occurs. |
| WhatsApp number for crisis-related customer contact |
Client |
Yes |
Use the main business number and label it for confirmation. |
| Platforms in scope and the market's election or national-event calendar |
Client; register entries for shutdowns |
Yes |
Cover Facebook, Instagram and WhatsApp only; mark shutdown risk not assessed. |
Workflow
- Run the intake in crisis response procedures; stop if there is no client approver, because no Level 2 or 3 statement may go out without one.
- Define the three severity levels with quantified triggers (Level 1 under 50 interactions, Level 2 at 200+ interactions or media involvement, Level 3 national media, legal, safety, public figure or criminal allegation).
- Write the tick-box timelines per level for the first 30 minutes, first 2 hours and first 24 hours, applying the acknowledge (first response), investigate (4–8 hours) and update (within 24 hours) cadence.
- Customise the three holding statements with client details and confirm no placeholder text remains.
- Write the what-not-to-do rules with their rationale and the platform actions for the platforms in scope only; omit unused platforms.
- Where an election, national event or platform block falls in the plan window, add the internet shutdown contingency; for health or NGO misinformation or impersonation, add the infodemic guidance.
- Build the one-page crisis quick card and the 48–72-hour post-crisis review questions; check the plan against the quality standards, correct any vague trigger or placeholder and rerun the check before sending it to the client approver for sign-off.
Outputs
| Artefact |
Consumer |
Acceptance condition |
| Severity classification and per-level response timelines |
Social media manager and client approver |
Every trigger is quantified; every timeline is a tick-box checklist. |
| Holding statements (Levels 1–3) |
Client approver; counsel at Level 3 |
Complete, customised, no visible placeholder text before delivery. |
| What-not-to-do rules and platform actions |
Social media manager |
Rationale given for each rule; only platforms in scope included. |
| One-page crisis quick card |
Client team (printed) |
Standalone and printable with real names and contacts filled in. |
| Post-crisis review template |
Client approver |
Seven specific questions producing a one-page incident report. |
Evidence Produced
| Evidence |
Format |
Acceptance condition |
| Timestamped incident log |
Live log with screenshots |
Every post, share, comment, action and approval recorded with time and actor. |
| Statement approval record |
Table: statement, level, approver, time |
Every Level 2 and 3 statement has the approver's sign-off before publishing. |
| Outage record (if a shutdown occurs) |
Source, start and end time, regions |
Outage-window figures marked not assessed, not a result. |
Capability and Permission Boundaries
Read and search only; analysis is read-only. Publishing, spend, live account changes, outreach and personal-data processing need explicit, action-specific client authority. At Level 2 and 3 the social media manager executes only approved responses and never acts independently.
Degraded Mode
Without a named client approver, return the narrowest qualified result and mark the affected checks not assessed. Severity levels, draft holding statements, the what-not-to-do rules and a quick card with blank contact rows can still be delivered.
Decision Rules
| Condition |
Action |
Failure or risk avoided |
| Facts are incomplete during a live incident |
Issue a verified holding statement and set the next update time. |
Speculation under pressure. |
| Level 1: under 50 interactions, no media |
Community team replies within 2 hours with the standard complaint template, takes it offline and notifies the client within 4 hours. |
Over-reacting to one complaint. |
| Level 2: 200+ interactions or a journalist, outlet or public figure involved |
Pause scheduled posts, alert the client within 30 minutes and agree a holding statement within 1 hour; the client leads responses. |
A manager improvising the brand's public line. |
| Level 3: national media, legal, safety, public figure or criminal allegation |
Pause all activity, phone the approver, involve PR or legal counsel, issue the holding statement within 2 hours and monitor for 24 hours. |
Legal exposure from an unreviewed statement. |
| Media involvement grows during a Level 2 event |
Re-classify to Level 3. |
Under-resourcing an escalating crisis. |
| The market faces an election, national event or platform block (for example Uganda) |
Add the shutdown contingency: offline holding statements, an SMS or radio fallback and a paid-media pause rule (see internet shutdown contingency). |
Going silent when mobile internet or social media is suspended. |
| A health or NGO crisis involves misinformation, impersonation or account targeting |
Load institutional health communication and infodemic response. |
Treating an infodemic as an ordinary complaint. |
| A fake video, cloned voice note, AI image or impersonating account about the client or its leaders is circulating |
Run the synthetic media and deepfake protocol: detect, verify provenance before any statement, respond, report to platforms, escalate to counsel; treat as Level 3 if it names a person, alleges a crime or touches an election. |
Amplifying the fake, or calling genuine content fake. |
| Comments turn abusive or coordinated |
Hide (Instagram Hidden Words) or turn off comments on that post; delete only clear hate speech or harassment and document each action. |
A Streisand effect from deleting legitimate criticism. |
Quality Standards
- All three levels have clear, quantified triggers; no "significant" without a threshold.
- Each level has a distinct tick-box timeline, not prose instructions.
- All three holding statements are complete, customised and free of visible placeholder text.
- The what-not-to-do section gives the rationale for each prohibition.
- Platform actions cover only the platforms listed at intake.
- The quick card is a genuinely standalone, printable section, not a summary.
- Post-crisis review questions are specific enough to produce a usable incident report.
- All content uses British English; no American spellings.
Anti-Patterns
- Deleting negative comments. Fix: screenshot first; delete only hate speech or harassment and document it.
- Going silent while facts are gathered. Fix: issue a holding statement and state the next update time.
- Posting scheduled promotional content during a controversy. Fix: pause (draft mode, not delete) and resume only with client approval.
- Several people replying with different messages. Fix: agree one voice and one message before any statement goes out.
- Promising "we will fix this today" without certainty. Fix: commit to resolving and to regular updates instead.
- Deactivating the X/Twitter account under pressure. Fix: keep it live, mute the viral post and monitor brand-name search.
- Using humour in a Level 2 or 3 event. Fix: keep the tone serious until the review is closed.
References