What is a Runbook?
A runbook is a documented set of procedures for completing routine tasks or handling specific issues—commonly used in IT, DevOps, and operations.
How to Create a Runbook
1. Define the Purpose
- What task or problem does this runbook address?
- When should someone use it?
2. Identify the Audience
- Who will follow it (engineers, support staff, beginners)?
- Adjust detail level accordingly.
3. List Preconditions
- Required access, tools, credentials
- System state assumptions
4. Write Step-by-Step Instructions
- Use clear, numbered steps
- Include exact commands, paths, or actions
- Avoid ambiguity
Example:
- Log into the server
- Restart the service: sudo systemctl restart nginx
- Verify status: systemctl status nginx
5. Add Decision Points
- Include “if/then” logic for different scenarios
- Example:
- If service fails → check logs
- If logs show X → escalate
6. Include Validation Steps
- How to confirm success?
- Expected outputs or system behavior
7. Document Rollback / Recovery
- What to do if something goes wrong
- How to revert changes safely
8. Add References & Contacts
- Links to dashboards, logs, or docs
- Escalation contacts or teams
9. Keep It Maintainable
- Use versioning
- Add last updated date
- Review regularly
Tips for a Good Runbook
- Be clear, not clever
- Assume stressful situations (keep it simple)
- Use copy-paste-friendly commands
- Include screenshots or examples when helpful