Runbooks, also known as playbooks, are traditionally defined as “a compilation of routine procedures and operations that the system administrator or operator carries out,” typically in relation to the operation of a computer system or network. Today’s runbooks are usually electronic, although paper runbooks that have to be updated by hand have been used for incredibly complex tasks, including landing on the moon!
Automation runbooks like Cutover’s integrate with an organization’s tech stack to orchestrate complicated workflows and procedures, like operational resilience activities, application releases, cloud migrations, platform implementations, and more. Let’s take a closer look at the basics of runbooks and how Cutover’s runbooks are different.
What is a runbook?
A runbook is a set of procedures and instructions that offers teams a detailed, step-by-step guide for completing complex tasks and operations. They are used to standardize processes across the entire organization while also giving team members easy access to a framework they can use to access all the information they need to fulfill their specific roles and responsibilities.
Different types of runbooks, according to IBM, provide guidance on a variety of functions:
- Manual runbooks provide step-by-step instructions that enable team members to use standard tools to complete described tasks.
- A fully-automated runbook completes basic tasks using automated tools without the need for human intervention.
- A collaborative automated runbook uses a combination of tasks carried out by people and automated solutions.
Runbooks ensure that everyone involved in a specific operation knows their role while also providing easy access to all the information they need. Not only does this improve overall performance, it also reduces system downtime when used for disaster recovery, supporting the productivity and output of the wider organization.
Using a runbook effectively
You can enhance the value of your runbooks with automations and integrations with the rest of your tech stack. Automation runbooks enable you to streamline complicated workflows, freeing up people to focus on the tasks that require human skills such as critical thinking, collaboration, and decision making.
By integrating with the tools and applications your teams use on a daily basis, runbooks streamline your operational resilience or cloud migration activities by bringing them together in a single, centralized location.
The benefits of using runbooks
Here are some of the top benefits of using runbooks:
- Standardize repeatable processes: Runbooks enable you to standardize and codify tasks and procedures for processes such as IT disaster recovery or cloud migrations. They ensure that everyone involved has the tools, expertise, and information needed to complete their role without having to be on multiple calls or hunt through spreadsheets.
- Optimize existing resources: Runbooks enable internal teams to access information more quickly and complete complex tasks more efficiently. This dramatically shortens the time-to-value for major strategic initiatives like cloud migrations and application releases while freeing teams to focus additional time and energy on other high-value priorities.
- Improve IT disaster recovery: Whether it’s an outage or data breach, an IT incident can be highly disruptive to organizational operations and, worse, customers. IT disaster recovery runbooks give IT personnel the tools they need to restore infrastructure, recover lost data, and stabilize IT functionality. In addition to detailing necessary incident management steps and procedures, IT disaster recovery runbooks also enable key stakeholders to stay informed of progress throughout.
- Streamline cloud migration: Cloud migrations are highly complex processes that involve numerous tasks and stakeholders. Runbooks can be used to outline the path to success, reduce the likelihood of mistakes, and ensure you’re able to derive the efficiency and flexibility of cloud in as little time as possible.
Creating an effective runbook
Follow these steps to create high-quality runbooks that deliver the business value and technical guidance you need:
1. Assess your processes
It is important to take the time to assess each of your individual processes to understand where runbooks will be most helpful. Highly complicated and/or technical tasks, routine procedures, and job functions with high error rates are all great candidates for runbook creation.
2. Gather the necessary information
Assign the most experienced team members to undertake the selected tasks and record each of their steps in detail. As part of this process, they should include all necessary documentation, login credentials, software programs, and other necessary components needed to complete each individual step. They should be as detailed as possible, even if many of those details don’t make it into the finalized runbook.
3. Write each step in a detailed fashion
Record the necessary information in a step-by-step formatted guide. Cutover workspaces offer a starting template for a number of scenarios including ITDR plans and cyber recovery.
The key to this phase of runbook creation is simplicity and clarity. Runbooks should be highly intuitive and easy for team members to use. An overly complicated runbook that requires additional support defeats the purpose, so do your best to avoid unnecessarily complicated language.
4. Improve runbooks periodically
Your runbooks are living organisms that should be routinely reassessed and updated as needs and procedures change. As teams use runbooks to complete tasks, encourage them to make and share improvements to update guidance for future use. You might also consider identifying manual tasks within your runbooks that could be automated with the implementation of APIs and runbook automation tools.
How Cutover runbooks are different
The standard definition of runbooks applies in most cases, but Cutover runbooks are different. A Cutover runbook is a dynamic to-do list. It brings together the teams, tools, and tasks involved in a program of work in order, from the very first task at the top to the last at the bottom.
Still use your existing runbooks — just import them
They’re simple to create. Import your existing runbook via .csv or quickly and easily build new plans from scratch in Cutover. Assign tasks to the people responsible for them and set up task dependencies and timings to ensure that everyone knows exactly what they need to do and when.
When you start the work, in-built communications keep everybody on track — via email, text, or Slack. You can even set up calls and video chats on the platform. Start and finish tasks to notify teams and stakeholders as you make progress and see exactly how far along in the plan you are without needing to disturb the people doing the work.
Integrate and automate your runbook
Cutover runbooks integrate with the tools you use every day, automating tasks that can be manually intensive. Close ServiceNow tickets, create Jira tasks, or send Slack updates without leaving the platform.
Runbook dashboards keep everyone up to date with the latest live status, so there’s no need to manually compile reports. High-level stakeholders can see progress at a glance from their laptop or mobile device.
A live runbook also records every single action and communication into the audit log, ready for review, reducing the burden of work post-event and making it easier to provide accurate information to regulators.
Simplify your work, increase efficiency, and connect teams — join the #runbookrevolution.
See Cutover runbooks in action: