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Transformational Security Awareness: What Neuroscientists, Storytellers, and Marketers Can Teach Us About Driving Secure Behaviors

Perry Carpenter



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John Wiley & Sons Inc
03 May 2019
Data encryption
Expert guidance on the art and science of driving secure behaviors Transformational Security Awareness empowers security leaders with the information and resources they need to assemble and deliver effective world-class security awareness programs that drive secure behaviors and culture change.

When all other processes, controls, and technologies fail, humans are your last line of defense. But, how can you prepare them? Frustrated with ineffective training paradigms, most security leaders know that there must be a better way. A way that engages users, shapes behaviors, and fosters an organizational culture that encourages and reinforces security-related values. The good news is that there is hope. That's what Transformational Security Awareness is all about.

Author Perry Carpenter weaves together insights and best practices from experts in communication, persuasion, psychology, behavioral economics, organizational culture management, employee engagement, and storytelling to create a multidisciplinary masterpiece that transcends traditional security education and sets you on the path to make a lasting impact in your organization.

Find out what you need to know about marketing, communication, behavior science, and culture management Overcome the knowledge-intention-behavior gap Optimize your program to work with the realities of human nature Use simulations, games, surveys, and leverage new trends like escape rooms to teach security awareness Put effective training together into a well-crafted campaign with ambassadors Understand the keys to sustained success and ongoing culture change Measure your success and establish continuous improvements Do you care more about what your employees know or what they do? It's time to transform the way we think about security awareness. If your organization is stuck in a security awareness rut, using the same ineffective strategies, materials, and information that might check a compliance box but still leaves your organization wide open to phishing, social engineering, and security-related employee mistakes and oversights, then you NEED this book.
By:   Perry Carpenter
Imprint:   John Wiley & Sons Inc
Country of Publication:   United States
Dimensions:   Height: 225mm,  Width: 165mm,  Spine: 19mm
Weight:   522g
ISBN:   9781119566342
ISBN 10:   1119566347
Pages:   368
Publication Date:   03 May 2019
Audience:   Professional and scholarly ,  Undergraduate
Format:   Paperback
Publisher's Status:   Active
Foreword xxi Introduction xxiii I The Case for Transformation 1 1 You Know Why 3 Humans Are the Last Line of Defense 4 Data Breaches Tell the Story 6 Auditors and Regulators Recognize the Need for Security Awareness Training 11 Traditional Security Awareness Program Methods Fall Short of Their Goals 14 Key Takeaways 16 References 17 2 Choosing a Transformational Approach 19 Your Why Determines Your What 20 Down the Rabbit Hole 21 Outlining the Key Components and Tools of a Transformational Program 24 A Map of What's to Come 28 Part 1 in a Nutshell 30 Part 2 in a Nutshell 30 Part 3 in a Nutshell 31 Key Takeaways 32 Notes and References 32 II The Tools of Transformation 35 3 Marketing and Communications 101 for Security Awareness Leaders 37 The Communications Conundrum 38 The Marketing Connection 40 Defining Marketing 44 Embedding Your Messages 53 Get the Right Message to the Right Person at the Right Time 70 Campaigns: If You Aren't Reinforcing, Your Audience Is Forgetting 76 Tracking Results and Measuring Effectiveness 76 Know When to Ask for Help 77 Key Takeaways 78 Notes and References 78 Additional Reading 81 4 Behavior Management 101 for Security Awareness Leaders 83 Your Users Aren't Stupid, They're Human 85 Thinking, Fast and Slow 87 System 1 Thinking 88 System 2 Thinking 91 Working with Human Nature Rather Than Against 93 The Nuts and Bolts of Shaping Behavior 96 The Fogg Behavior Model 97 The Problem with Motivation 103 Nudge Them in the Right Direction 103 Frames: Why Context Is Everything 109 Designing and Debugging Behavior 117 Being Intentional with Target Groups 117 Debugging Behaviors 118 Design Power Prompts Wherever Possible 122 Password Management Example, Continued 123 Habits Make Hard Things Easier to Do 130 Thinking About Guardrails 132 Tracking Results and Measuring Effectiveness 133 Key Takeaways 134 Notes and References 135 Additional Reading 137 5 Culture Management 101 for Security Awareness Leaders 141 Security Culture Is Part of Your Larger Organizational Culture 144 Getting Started 147 Understanding Your Culture's Status Quo 149 Go Viral: Unleash the Power of Culture Carriers 156 Cultures in (Potential) Conflict: Remember Global and Social Dynamics 164 Cultural Forces 165 Structures 167 Pressures 167 Rewards 169 Rituals 169 Tracking Results and Measuring Effectiveness 171 Key Takeaways 171 Notes and References 172 Additional Reading 174 6 What's in a Modern Security Awareness Leader's Toolbox? 175 Content Is King: Videos, Learning Modules, and More 176 Big Box Shopping: A Content Analogy 178 Types of Content t 181 Experiences: Events, Meetings, and Simulations 186 Meetings, Presentations, and Lunch-and-Learns 187 Tabletop Exercises 188 Rituals 189 Webinars 190 Games 190 Simulated Phishing and Social Engineering 191 Other Simulations and Embodied Learning 192 Interactions with Other Technologies 193 Relationships: Bringing Context to Content and Experiences 194 Be Intentional and Opportunistic, Always 195 Stories and Analogies 195 Tapping into Cultural Trends 195 Opportunistic Campaigns Based on New Organizational Initiatives and Current Events 196 The Critical At Home Connection 197 Use Your Metrics and Anecdotes to Help Tell and Reinforce Your Story 197 Key Takeaways 198 Notes and References 198 7 Voices of Transformation: Interviews with Security Awareness Vendors 201 Anna Collard, Popcorn Training 201 Chris Hadnagy, Social Engineer 204 Drew Rose, Living Security 209 Gary Berman, The CyberHero Adventures: Defenders of the Digital Universe 211 Jason Hoenich, Habitu8 214 Jim Shields, Twist and Shout 217 Kai Roar, CLTRe 219 Lisa Plaggemier, InfoSec Institute 221 Masha Sedova, Elevate Security 224 Stu Sjouwerman, KnowBe4 226 Tom Pendergast, MediaPRO 228 Winn Schwartau, The Security Awareness Company (SAC) 231 Reference 236 III The Process of Transformation 237 8 Living Your Awareness Program Through the Eyes and Lives of Your Audience 239 A Learner Journey Map: Awareness in the Context of Life 240 Key Takeaways 248 Notes and References 248 9 Putting It All Together 251 Before You Begin 252 The Five Secrets of Security Awareness Success 252 Tips for Gaining Buy-In 259 Leverage Cialdini's Principles of Persuasion 264 Making Adjustments 269 Thoughts About Crafting Campaigns 269 Thinking Through Target Groups 271 Be Intentional with Recognition and Reward 277 Assembling Your Culture Carriers 277 Measuring Your Success 278 What Does the Future Hold? 279 Key Takeaways 280 Notes and References 281 10 Closing Thoughts 283 Leverage the Power of Community 283 Be a Lifelong Learner 285 Be a Realistic Optimist 290 Conclusion 291 11 Voices of Transformation: Interviews with Security Awareness Program Leaders 293 Bruce Hallas, Marmalade Box 294 Carlos Miro, MUFG Union Bank 296 Dr Cheryl O Cooper, Sprint Corporation 298 Krina Snider, Sprint 302 Mark Majewski, Quicken Loans 305 Michael Lattimore, Independent Consultant 307 Mo Amin, Independent Consultant 311 Prudence Smith, Senior Cyber and Information Security Consultant and Industry Speaker 313 Thom Langford, (TL)2 Security 320 Tory Dombrowski, Takeform 323 Appendix: Seven Key Reminder Nudges to Help Your Recall 329 Index 331

PERRY CARPENTER is the Chief Evangelist and Strategy Officer for KnowBe4, the world's most popular security awareness and simulated phishing platform. A former security awareness researcher and CISO advisor at Gartner Research, he now works closely with Kevin Mitnick, arguably the world's most famous hacker. Perry frequently addresses management audiences at major cybersecurity conferences.

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