Security Governance · Topic 3 of 3

Security Awareness and Measuring Effectiveness

Security culture, social engineering, phishing and password protection, AI-era awareness, and measuring security with metrics, KRIs, dashboards and scorecards.

  • 3 min
In a nutshell
  • Leadership sets the security culture.
  • Know phishing, spear phishing, vishing, smishing, tailgating and pretexting.
  • Verify unusual requests through a separate trusted channel.

What it is

People are both a target and a defense. Security awareness builds a culture in which staff recognize threats and act safely. Measuring effectiveness shows leadership whether security, including awareness, is actually working.

Culture and leadershipAwareness trainingSafer behaviourMetrics and KRIsDashboards and reports

How it works

Organizational culture

A strong security culture starts with leadership: when managers follow the rules and talk about security, staff take it seriously. People should feel safe reporting mistakes and suspicious activity quickly.

Awareness topics

TopicKey points
Social engineeringManipulating people into giving access or information: pretexting, baiting, tailgating, impersonation
PhishingFraudulent messages that try to steal credentials or install malware; spear phishing targets specific people; vishing uses voice; smishing uses text messages
Password protectionLong passphrases, no reuse, password managers, MFA, never share passwords
ReportingHow and where to report suspicious messages or incidents

Awareness in the AI era

RiskWhat staff should do
AI-written phishingPoor spelling is no longer a reliable clue; judge the request itself: urgency, unusual payment, mismatched sender
Deepfake voice or videoVerify unusual requests through a separate, known channel, such as calling back on a directory number
Data pasted into public AI toolsNever enter confidential or personal data into unapproved AI services
AI hallucinationsCheck AI answers and sources before relying on them
Exam tip

To verify an urgent request that sounds like a senior manager, contact the person through a channel you already trust, never through details supplied in the request.

Measuring effectiveness

MeasureWhat it isExample
Key metric (KPI)How well a process performsPercentage of critical patches applied within 14 days
Key risk indicator (KRI)Early warning that risk is risingNumber of AI tools in use without approval (shadow AI)
DashboardVisual, near real-time view of key measuresSecurity operations dashboard
ScorecardResults against targets, often color codedQuarterly security scorecard for executives
ReportWritten summary with context and recommendationsAnnual risk report to the board

Good measures track outcomes, not just activity. Phishing report rates show behaviour better than training completion counts. A coverage figure such as "99 percent of servers scanned" is only meaningful if the asset inventory behind it is complete.

AI risk indicators

Examples: rising use of unapproved AI services, sensitive data appearing in AI prompts, the share of AI systems with a completed risk review, and how often analysts override an AI tool's decisions.

How the exam asks about this

  • "Which phishing clue is less reliable now that attackers use generative AI?" Poor spelling and grammar.
  • "Which measure warns that risk is increasing?" A key risk indicator.
  • "99 percent of servers are scanned, yet an unscanned server was breached." The inventory was incomplete.

What to remember for the exam

  • Leadership sets the security culture.
  • Know phishing, spear phishing, vishing, smishing, tailgating and pretexting.
  • Verify unusual requests through a separate trusted channel.
  • KPIs measure performance; KRIs warn of rising risk.
  • Measure behaviour and outcomes, not just training completions.
Watch out

Awareness training alone cannot stop every attack. Combine it with technical controls such as email filtering and MFA.

Common mistakes

Relying on spelling errors to spot phishing.

Measuring training attendance instead of behaviour.

Confusing KPIs with KRIs.

Check yourself

  • What is vishing?

    Phishing carried out by voice, such as phone calls.

  • What is a key risk indicator?

    A measure that gives early warning that a risk is increasing.

  • How should staff verify an urgent payment request in a manager's voice?

    Call the manager back on a known, trusted number.

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