- Dr. Bernard A. Jones, MBCI, CBCP, Berkeley College
- Kris Roberson, Disaster Recovery Analyst, Veterans United Home Loans
- Trevor Butler, General Manager of Information Technology, City of Lethbridge
- Robert Miller, Information Services Director, Witt/Kieffer
- Natural disasters such as Hurricane Sandy have increased executive awareness and internal pressure to create a business continuity plan (BCP).
- Similarly, industry and government-driven regulations are placing more focus on business continuity capabilities.
- Customers are also demanding that organizations provide evidence that they have a workable BCP before agreeing to do business.
- BCP requires input from multiple departments with different and sometimes conflicting objectives. There are typically few, if any, dedicated resources for BCP, so it can't be a full-time, resource-intensive project.
- As an IT leader you have the skill set and organizational knowledge to lead a BCP project, but ultimately business leaders need to own the BCP – they know their processes, and therefore, their requirements to resume business operations better than anyone else.
- The traditional approach to BCP is a massive project that most organizations can’t execute without hiring a consultant. To execute BCP in-house, carve up the task into manageable pieces as outlined in this blueprint.
Impact and Result
- Focus on implementing a structured and repeatable process that can be applied to one business unit at a time to avoid BCP becoming an overwhelming project.
- Enable business leaders to own the BCP going forward by establishing a template that the rest of the organization can follow.
- Leverage BCP outcomes to refine IT DRP recovery objectives and achieve DRP-BCP alignment.
Start here – read the Executive Brief
Read our concise Executive Brief to find out why you should develop a business continuity plan, review Info-Tech’s methodology, and understand the four ways we can support you in completing this project.
1. Define BCP scope, objectives, and stakeholders
Assess current maturity, establish a team, and choose a pilot business unit. Identify business processes, dependencies, and alternatives.
2. Define RTOs and RPOs based on your BIA
Define an objective impact scoring scale, estimate the impact of downtime, and set recovery targets.
3. Create a recovery workflow
Build a workflow of the current steps for business recovery. Identify gaps and risks to recovery. Brainstorm and prioritize solutions to address gaps and mitigate risks.
4. Establish a BCMS to govern and improve your BCP
Present pilot project results and next steps. Create BCMS teams. Update and maintain BCMS documentation.
This guided implementation is a ten call advisory process.
Guided Implementation #1 - Define BCP scope, objectives, and stakeholders
Call #1 - Scope your requirements. Assess current maturity. Identify fit-for-need and a pilot project.
Call #2 - Create business process workflows.
Guided Implementation #2 - Define RTOs and RPOs based on your BIA
Call #1 - Identify process dependencies, alternates and workarounds.
Call #2 - Create an impact scoring scale and conduct a BIA.
Call #3 - Identify target RTO and RPO.
Guided Implementation #3 - Create a recovery workflow
Call #1 - Conduct a tabletop planning exercise and document the recovery workflow.
Call #2 - Identify gaps in recovery capabilities and alternate site requirements.
Guided Implementation #4 - Establish a BCMS to govern and improve your BCP
Call #1 - Summarize the pilot results and plan next steps, including additional documentation.
Call #2 - Define BCMS roles and responsibilities.
Call #3 - Make the case for a wider BCMS program.
- Title: Business Continuity Course
- Number of Course Modules: 6
- Estimated Time to Complete: 2-2.5 hours
- Featured Analysts:
- Frank Trovato, Research Director, Infrastructure Practice
- Eric Wright, SVP of Research and Advisory
- Now Playing: Executive Brief
Book Your Workshop
Onsite workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.
Module 1: Define BCP Scope, Objectives, and Stakeholders
Define BCP scope, objectives, and stakeholders.
Key Benefits Achieved
Prioritize BCP efforts and level-set scope with key stakeholders.
Assess current BCP maturity.
- BCP Maturity Scorecard: measure progress and identify gaps.
Identify key business processes to include in scope.
Flowchart key business processes to identify business processes, dependencies, and alternatives.
- Business process flowcharts: review, optimize, and allow for knowledge transfer of processes.
- Identify workarounds for common disruptions to day-to-day continuity.
Module 2: Define RTOs and RPOs Based on Your BIA
Define RTOs and RPOs based on your BIA.
Key Benefits Achieved
Set recovery targets based business impact, and illustrate the importance of BCP efforts via the impact of downtime.
Define an objective scoring scale to indicate different levels of impact.
- BCP Business Impact Analysis: objective scoring scale to assess cost, goodwill, compliance, and safety impacts.
Estimate the impact of downtime.
- Apply the scoring scale to estimate the impact of downtime on business processes.
Determine acceptable RTO/RPO targets for business processes based on business impact.
- Acceptable RTOs/RPOs to dictate recovery strategy.
Module 3: Create a Recovery Workflow
Create a recovery workflow.
Key Benefits Achieved
Build an actionable, high-level, recovery workflow that can be adapted to a variety of different scenarios.
Conduct a tabletop exercise to determine current recovery procedures.
- Recovery flow diagram – current and future state
- Identify gaps and recovery risks.
Identify and prioritize projects to close gaps and mitigate recovery risks.
- Create a project roadmap to close gaps.
Evaluate options for command centers and alternate business locations (i.e. BC site).
- Evaluate requirements for alternate business sites.
Module 4: Establish a BCMS to Govern and Improve Your BCP
Establish a BCMS to govern and improve your BCP.
Key Benefits Achieved
Outline the actions required for the rest of your BCMS, and the required effort to complete those actions, based on the results of the pilot.
Summarize the accomplishments and required next steps.
- Pilot BCP Executive Presentation
Identify required BCM roles.
- BCP Reference Workbook: teams, roles, and action items
Review the documentation strategy to create and maintain your overall BCP.
- BCP templates to complete the relevant documentation (BC Policy, BCP Action Items, Recovery Workflow, etc.)
After each Info-Tech experience, we ask our members to quantify the real time savings, monetary impact, and project improvements our research helped them achieve. See our top member experiences for this Blueprint, and what our clients have to say.