Phishing Simulation Report Template is a practical framework for security teams to document the outcomes of phishing simulations, track susceptibility, and guide remediation for their organization. It’s ideal for IT security, compliance, and risk teams who need a clear, shareable artifact after each campaign.
What's inside
Executive Summary
Campaign Details
Participant Breakdown
Results & Metrics
Findings & Risks
Remediation Plan
Communications & Training Plan
Appendix
How to use this template
Replace placeholders with campaign name, run window, owner, and objective.
Run the phishing simulation and export metrics from your security platform; populate CTR, reporting rate, and suspicion rates.
Review results with security and business stakeholders; assign remediation tasks.
Update the remediation plan and schedule a follow-up simulation.
Share the final report with leadership and compliance as needed.
Why it works
How should you interpret metrics from a phishing simulation?
Focus on both behavior (clicks) and reporting (suspicion reports) to gauge awareness and willingness to report.
Track time to report and department-level gaps to tailor training.
Use the findings to drive targeted communications and policy updates.
How often should you run simulations?
Run quarterly for ongoing visibility, with a targeted test after major organizational changes or security training updates.
Can this template scale to multiple campaigns?
Yes. Copy as needed for each campaign and compare across campaigns to identify persistent risks and improvements.