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Cybersecurity · Training

Phishing training that changes what people do, not just what they know

How to set up awareness training and phishing simulations for a small team, how often to run them and how to measure whether they work.

Monthly, short and specific

Measure reports, not only clicks

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The short answer

Effective phishing training for employees combines short, regular lessons with monthly phishing simulations that give instant feedback to anyone who clicks, and it rewards people for reporting suspicious messages. Annual hour-long videos do little on their own. Plan on a baseline test, a short session for everyone, then a simulation and a few minutes of training every month.

It works when done consistently. KnowBe4’s 2026 Phishing by Industry Benchmarking Report, based on 42 million simulations, found an average of 33.2 percent of untrained employees clicked or otherwise fell for a test, falling to 20.1 percent after 90 days of training and 4.2 percent after 12 months. KnowBe4 sells training, so treat its numbers as a vendor benchmark, but the pattern matches what we see in practice.

Step 1: measure a baseline

Before any training, send one realistic simulated phishing email to everyone. Do not announce it. Record three numbers:

  • Click rate: the share of people who clicked the link or opened the attachment.
  • Credential rate: the share who went further and typed a password into the fake page. This is the number that matters most.
  • Report rate: the share who reported the message using your report button or by telling IT.

KnowBe4’s report puts the baseline for small organizations at 24.7 percent. Whatever your number is, it becomes the line you improve from.

Step 2: teach the few things that matter

Skip long lectures about hackers. A first session of 20 to 30 minutes should cover:

  • The pause. Unexpected request plus urgency equals stop and check. That one habit prevents most losses.
  • How to check a sender. Look at the actual address and domain, not the display name. Watch for one-letter changes.
  • Links and QR codes. Hover before clicking, and treat QR codes in emails or printed notices with the same suspicion.
  • Fake login pages. If an email sends you to a sign-in page, close it and go to the site yourself.
  • Payment and data requests. Any change to bank details is confirmed by phone using a known number.
  • Texts and calls. The 2026 Verizon Data Breach Investigations Report, as summarized by the Cyber Readiness Institute, found phishing by text message and phone call had a 40 percent higher success rate in simulations than email.
  • How to report. Show the report button and promise there is no penalty for reporting a mistake.

Step 3: run simulations every month

  • Frequency. Monthly is a good default for small businesses. Less often and habits fade. More often and people get annoyed.
  • Variety. Rotate types: fake shared documents, delivery notices, password expiry warnings, invoice requests, QR codes and fake meeting invites.
  • Difficulty. Start easy, then make tests harder as results improve. Match the lures to what your industry actually sees.
  • Timing. Send to different people on different days so coworkers cannot warn each other.
  • Instant feedback. Anyone who clicks should land on a short page explaining what they missed, followed by a two to five minute lesson. Feedback within seconds teaches far more than a report weeks later.

Want to know how your people and systems would hold up? Our free Technology Health Assessment takes about 30 minutes of data collection. The next day you get a plain-language report rating your cybersecurity, IT operations and business continuity, with the next steps in order. It is yours to keep, with no obligation. Book your assessment.

Step 4: measure what matters

Credential rate

The share of people who typed a password into a fake page. Drive this toward zero.

Report rate

The share who reported the test. A rising report rate means people are spotting threats and telling you, which also catches real attacks early.

Time to first report

How quickly the first person reports a test. In a real attack, that report is your early warning.

Click rate is useful but can mislead, because harder tests raise it. Look at trends over six to twelve months, and by department, rather than a single campaign.

Make it fair, or people will resent it

  • No public shaming. Never post names of people who clicked. Repeat clickers get extra coaching privately.
  • Avoid cruel lures. Fake bonuses, layoffs or health scares damage trust. Realistic does not have to mean upsetting.
  • Include leadership. Owners and managers are prime targets and should be tested like everyone else.
  • Celebrate reports. Thank people who report, including false alarms. You want more reports, not fewer.
  • Keep it short. Lessons longer than ten minutes get skipped or played in a background tab. Several short lessons teach more than one long one.
  • Tell staff the program exists. Announce that simulations will happen, without saying when.

A simple 12-month plan for a small team

  1. Month 1: baseline simulation, then a 20 to 30 minute kickoff session for everyone, including the report button.
  2. Months 2 to 3: easy simulations, each followed by a short lesson for anyone who clicks. Share the overall report rate with the team.
  3. Months 4 to 6: add QR codes, fake shared documents and invoice lures. Give finance and HR a short session on payment and payroll fraud.
  4. Months 7 to 9: raise difficulty, add a text message or phone scenario if your tool supports it, and coach repeat clickers one to one.
  5. Months 10 to 12: compare results with the baseline by department, refresh the kickoff content, and set targets for next year.

New hires should get the kickoff session in their first week and join the monthly cycle right away. Their first weeks are when they are least likely to know what normal requests look like, which makes them attractive targets.

Tools and what they cost

  • Microsoft 365: Attack simulation training is built into Microsoft Defender for Office 365 Plan 2 and Microsoft 365 E5, according to Microsoft’s documentation. It is not part of Business Premium, which includes Plan 1.
  • Dedicated platforms such as KnowBe4 and others offer large content libraries, automated campaigns and reporting, priced per user per year.
  • Managed programs bundled with managed IT or security, where the provider runs campaigns and sends you a monthly summary.
  • Free material from CISA and NIST works for a first session, but you will need a tool to run simulations.

NIST’s guidance on building a cybersecurity learning program, SP 800-50 Rev. 1, recommends treating training as an ongoing program with goals and measurement, not a one-time event.

Training is one layer, not the fix

Even well-trained teams click sometimes. Pair training with multi-factor authentication, email filtering and endpoint protection, so one mistake does not become an incident. Our Microsoft 365 security settings guide covers the technical side. JLB USA’s cybersecurity services combine those controls with practical support for businesses with about 25 to 100 employees.

Keep reading

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Questions we hear

How often should employees get phishing training?

A short session at hiring and once a year, plus a phishing simulation and a few minutes of training every month, is a good default for small businesses.

Do phishing simulations actually work?

Consistent programs reduce risky behavior. KnowBe4’s 2026 benchmark found average susceptibility fell from 33.2 percent before training to 4.2 percent after 12 months.

Is there free phishing training for employees?

CISA and NIST publish free awareness material suitable for a first session. Running ongoing simulations usually needs a paid tool or a Microsoft Defender for Office 365 Plan 2 license.

Should employees be punished for failing phishing tests?

No. Shaming discourages reporting. Use private coaching for repeat clickers and reward people who report suspicious messages.

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