Playbook: 7-step Reddit crisis workflow
A practical 7-step playbook for handling Reddit crises from first alert to post‑mortem.
Summary
This playbook outlines the Detect → Post‑mortem workflow for Reddit incidents, including stakeholder alignment, drafting, approvals, and reporting.
The 7-step Reddit crisis playbook
This playbook walks your team through handling a Reddit crisis from first alert to documented outcome. Each step includes owner, timeline, and success criteria.
1. Detect — First alert to War Room
Owner: Monitoring lead, brand manager, or on-call incident coordinator
Timeline: 0–15 minutes from thread creation
What happens:
- Your monitoring system (manual or automated) flags a thread that crosses escalation criteria.
- The incident owner creates a War Room in Defusely, adding the Reddit URL.
- The platform fetches the thread, counts comments and votes, and pulls top comments for context.
Checklist:
- Thread URL is correct and accessible
- War Room is created in the right brand account
- Relevant team members are invited (product, comms, legal if needed)
- Initial severity estimate is logged (pending AI analysis)
Success looks like: Within 15 minutes of a thread reaching escalation criteria, there’s a War Room open and the team is aware.
2. Assess — AI analysis and severity scoring
Owner: Defusely AI + incident owner review
Timeline: 15–30 minutes from War Room creation
What happens:
- Defusely AI analyzes the thread and generates:
- Severity score (0–5 scale)
- Incident summary with key grievances
- Defuse options with pros/cons for each
- Recommended strategic posture
- Viral risk assessment
- The incident owner reviews the AI output and confirms severity is accurate. Adjust if the AI missed context.
Checklist:
- AI summary captures the core issue
- Severity score aligns with business impact (adjust if needed)
- At least three defuse options are visible
- Recommended option is defensible
- Viral risk is assessed (low/medium/high/extreme)
Success looks like: By 30 minutes, your team agrees on what this incident is and how risky it is.
3. Contain — Gather context and stakeholders
Owner: Incident owner + assignee
Timeline: 30–60 minutes from assessment
What happens:
- The incident owner reviews top Reddit comments to catch edge cases or unknowns.
- They gather stakeholders: product (to explain technical issues), comms (for strategy), legal (for risk), support (for customer impact).
- Critical questions are answered:
- Is the complaint legitimate or misinformation?
- How many customers are affected?
- Is there a known fix or ongoing investigation?
- What’s the regulatory or investor risk?
- Team leads mark containment checklist items as they gather intelligence.
Checklist:
- Product has reviewed the thread and confirmed facts
- Customer impact is estimated (e.g., “10 customers affected” vs “unknown”)
- Internal status is clear (bug confirmed, fix in progress, misunderstanding, etc.)
- Legal has flagged any compliance risks
- Stakeholders are aligned on issue severity vs. severity score
Success looks like: By 60 minutes, you have a complete picture of what’s wrong and what’s at stake.
4. Decide — Set response strategy and ownership
Owner: Incident owner + executive stakeholder if high severity
Timeline: 60–90 minutes from assessment
What happens:
- The team chooses a response strategy:
- Engage: Direct support offer, often for product issues or service failures.
- Correct: Factual reply with source links or evidence if misinformation is spreading.
- Monitor: No public response yet, watch for escalation.
- Escalate: Elevate to executive statement (CEO or CTO) if reputational or regulatory impact is high.
- Executive statement + community escalation: Combine a direct statement with support outreach.
- Assign the draft owner (who will write the response).
- Set approval routing (comms lead → legal → exec if needed).
- Document the “why” behind strategy choice for post-mortem reference.
Checklist:
- Strategy is documented and agreed by all stakeholders
- Draft owner is assigned and ready
- Approval chain is clear (who approves, in what order)
- Legal review is scheduled if needed
- Executive communication plan is set (if escalating)
Success looks like: By 90 minutes, you have a clear decision, an owner, and an approval path. Everyone knows what happens next.
5. Craft — Draft and approve response
Owner: Assigned draft author + approvers
Timeline: 90–180 minutes from decision (or up to 24 hours for complex issues)
What happens:
- The draft owner writes a response in Reddit-native tone. No corporate jargon. Lead with the answer. Acknowledge the problem directly.
- The draft is routed through approvers:
- Comms lead reviews tone and messaging.
- Legal reviews for risk and regulatory compliance.
- Product lead (if it’s a technical issue) validates accuracy.
- Executive (if it’s a major incident) approves the statement.
- Each approver can request changes. The draft history tracks all iterations.
- Drafts are approved or marked for revision. No “approved with concerns” — either approved or not.
Checklist:
- First draft is submitted within 30 minutes of decision
- Draft tone is Reddit-native (not corporate-sounding)
- Draft addresses the core grievance directly
- Legal signoff is obtained (if required)
- Product validation is logged (if technical)
- Executive approval is documented (if applicable)
- Response time from decision to final approval is under 90 minutes
Success looks like: By 180 minutes max, you have an approved response ready to post. For routine issues, this happens in 90 minutes. For complex issues (regulatory concern, executive statement), 24 hours is acceptable.
6. Coordinate — Post and monitor response
Owner: Incident owner + response team
Timeline: 180 minutes to 24 hours post-assessment
What happens:
- The approved response is posted to Reddit (either immediately or at an optimal time).
- The team monitors the response. Comments often flow in quickly.
- Response author (or comms lead) engages with follow-up comments:
- Answer clarifying questions.
- Offer direct support for product issues.
- Redirect to official channels if needed.
- Monitor for secondary attacks or misinterpretation.
- As the thread stabilizes (comment velocity drops), move to monitoring mode.
Checklist:
- Response is posted and visible on Reddit
- First 10 comments are read and any urgent clarifications are replied to
- Engagement strategy is set (active response vs. monitoring)
- Team is rotating monitoring duty if it’s a high-velocity thread
- Escalation criteria are clear (if sentiment shifts again, escalate)
Success looks like: By 24 hours, your response is posted, you’ve engaged with initial reactions, and the thread sentiment has stabilized or improved.
7. Post-mortem — Document and learn
Owner: Incident owner + core response team
Timeline: 24–48 hours after resolution (thread archived or engagement drops to near-zero)
What happens:
- The team completes a structured post-mortem:
- What happened: Summary of the incident, root cause, and impact.
- What worked: Response speed, strategy choice, stakeholder alignment, tone of the reply.
- What to change: Process gaps, approval delays, better detection needed, or product changes needed.
- The post-mortem is stored in Defusely and accessible to future teams.
- An incident timeline report is exported for executive records and compliance.
Checklist:
- Post-mortem is completed within 48 hours of resolution
- Root cause is identified (product bug, support failure, misinformation, etc.)
- Response effectiveness is assessed (did sentiment improve? did damage spread?)
- Process improvements are listed
- Timeline report is exported and stored
- Team learnings are shared in a quick standup or memo
Success looks like: By 48 hours post-resolution, the incident is fully documented. The next time a similar issue emerges, your team references the post-mortem and responds 50% faster.
Escalation criteria and response time targets
Auto-escalate to leadership if:
- Severity score is 4+ (High or Critical)
- Thread velocity exceeds 1,000 comments in 24 hours
- Incident spreads to multiple communities or mainstream news
- Regulatory or legal risk is present
- Customer safety issue or credible allegation of unethical practice
Response time targets:
- Critical (4–5): Acknowledge within 30 min, full response within 2 hours
- High (3): Acknowledge within 2 hours, full response within 4 hours
- Elevated (2): Response within 12 hours
- Watch only (1): Monitor, respond only if escalation occurs
Team roles and responsibilities
Incident Owner (usually brand manager or comms lead):
- Creates War Room, manages workflow, coordinates team
- Makes final decisions on strategy and response
Product/Technical Lead:
- Validates incident facts, confirms bugs or misunderstandings
- Estimates time to fix and communicates technical constraints
Comms/PR Lead:
- Drafts responses, ensures tone and messaging align with brand
- Routes approvals, ensures narrative consistency
Legal/Compliance (if applicable):
- Reviews high-stakes responses for regulatory risk
- Flags compliance concerns early in process
Executive Stakeholder (if severity 3+):
- Aware of incident and response strategy
- Reviews and approves high-visibility responses
Communication templates outline
Templates should be customized per-incident but provide guardrails:
- Empathetic acknowledgment: “We see your concern. Here’s what we’re doing.”
- Factual correction: “We understand the confusion. Here’s the correct information.”
- Support escalation: “This shouldn’t have happened. We want to help.”
- Executive statement: Brief, direct, from leadership, with action committed.
- Community engagement: Casual, authentic tone from engineers or product leads.
Key metrics to track
- Detection to creation time: Minutes from thread reaching criteria to War Room created
- Assessment time: Minutes from creation to severity scored and AI analysis complete
- Decision time: Minutes from assessment to response strategy set
- Approval time: Minutes from decision to final approval
- Post time: Minutes from approval to response posted
- Total response time: Threshold to post (target: under 2 hours for High/Critical)
- Response effectiveness: Did sentiment improve? Did engagement spike or stabilize?
- Post-mortem completion: % of incidents with documented post-mortem within 48 hours
Get started with the playbook
Start your 7-day free trial of Defusely to run through the playbook with your first War Room. Create an incident, experience AI assessment, draft and approve a response, post it, and complete the post-mortem. The playbook will feel natural within your second incident. No credit card required.
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