Develop a Business Continuity Plan

Streamline the traditional approach to make BCP development manageable and repeatable.

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Blueprint Contents:

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.

  • Develop a Business Continuity Plan – Executive Brief
  • Develop a Business Continuity Plan – Phases 1-4
  • Case Study: Practical, Right-Sized BCP

1. Identify BCP maturity and document process dependencies

Assess current maturity, establish a team, and choose a pilot business unit. Identify business processes, dependencies, and alternatives.

  • BCP Maturity Scorecard
  • BCP Pilot Project Charter Template
  • BCP Business Process Workflows Example (.vsd)
  • BCP Business Process Workflows Example (.pdf)

2. Conduct a BIA to determine acceptable RTOs and RPOs

Define an objective impact scoring scale, estimate the impact of downtime, and set recovery targets.

  • BCP Business Impact Analysis Tool

3. Document the recovery workflow and projects to close gaps

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.

  • BCP Tabletop Planning Template (.vsd)
  • BCP Tabletop Planning Template (.pdf)
  • BCP Project Roadmap Tool
  • BCP Relocation Checklists

4. Extend the results of the pilot BCP and implement governance

Present pilot project results and next steps. Create BCMS teams. Update and maintain BCMS documentation.

  • BCP Pilot Results Presentation
  • BCP Summary
  • Business Continuity Teams and Roles Tool

5. Appendix: Additional BCP tools and templates

Use these tools and templates to assist in the creation of your BCP.

  • BCP Recovery Workflow Example (.vsd)
  • BCP Recovery Workflow Example (.pdf)
  • BCP Notification, Assessment, and Disaster Declaration Plan
  • BCP Business Process Workarounds and Recovery Checklists
  • Business Continuity Management Policy
  • Business Unit BCP Prioritization Tool
  • Industry-Specific BIA Guidelines
  • BCP-DRP Maintenance Checklist
  • Develop a COVID-19 Pandemic Response Plan Storyboard
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Your Challenge

  • Recent crises have increased executive awareness and internal pressure to create a business continuity plan (BCP).
  • Industry and government-driven regulations require evidence of sound business continuity practices.
  • Customers demand their vendors provide evidence of a workable BCP prior to signing a contract.
  • IT leaders, because of their cross-functional view and experience with incident management and DR, are often asked to lead BCP efforts.

Our Advice

Critical Insight

  • 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

  • Implement a structured and repeatable process that you apply to one business unit at a time to keep BCP planning efforts manageable.
  • Use the results of the pilot to identify gaps in your recovery plans and reduce overall continuity risk while continuing to assess specific risks as you repeat the process with additional business units.
  • Enable business leaders to own the BCP going forward. Develop a template that the rest of the organization can use.
  • Leverage BCP outcomes to refine IT DRP recovery objectives and achieve DRP-BCP alignment.
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Member Testimonials

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.

9.3/10


Overall Impact

$38,584


Average $ Saved

24


Average Days Saved

Client

Experience

Impact

$ Saved

Days Saved

Johnson County Library

Workshop

10/10

$64,999

10

best - great facilitator, extremely knowledgeable, able to understand our environment and technology infrastructure with little description. worst ... Read More

Air Tractor

Workshop

10/10

N/A

N/A

Dave Kernohan did a great job. He engages the group and knows when to be quiet and listen. As far as the NA responses above, we have a lot more... Read More

AgWest Farm Credit, FLCA

Guided Implementation

9/10

$20,799

20

Best part was having a subject matter expert to lean into while starting the BC program....No worst parts of the time spent with Info-Tech team. Al... Read More

New York Property Insurance Underwriting Association

Workshop

10/10

N/A

5

Cross Country Mortgage, Inc.

Guided Implementation

10/10

$3,899

2

Valley Strong Credit Union

Workshop

10/10

$64,999

32

Dave was amazing. This workshop did not seem like a class because Dave made it fun and very interesting. We learned a lot. He took the time to exp... Read More

AgWest Farm Credit, FLCA

Guided Implementation

9/10

$12,999

5

Independent Health

Guided Implementation

10/10

$9,099

20

Frank's ability to facilitate the exercise effectively helped our team gain valuable knowledge about contingency strategies that should be implemen... Read More

MyPath, Inc.

Workshop

10/10

$45,499

14

The Saskatchewan Liquor and Gaming Authority

Workshop

9/10

N/A

50

The entire workshop led by Dave was fantastic. There were no parts of the experience that were worse per se, with the exception of the length of ti... Read More

Cross Country Mortgage, Inc.

Guided Implementation

8/10

$12,999

5

Mutual Benefit Group

Guided Implementation

10/10

N/A

50

Benedict did a great job explaining your research and tools as well as options for us to move forward. I don't feel there was a 'worst' part of our... Read More

Incharge Debt Solutions

Guided Implementation

9/10

$64,999

47

Burke and Herbert Bank and Trust Company

Workshop

10/10

$12,999

35

There were no bad parts. Frank worked well with us on prep for the workshop and all expectations were met

Independent Health

Guided Implementation

8/10

$26,649

20

The overall experience.

Community Health Choice, Inc.

Guided Implementation

10/10

$24,699

10

The best part was the expertise Frank provided on the subject and how the InfoTech tools can be seamless integrated into the work already done. No ... Read More

Community Health Choice, Inc.

Guided Implementation

9/10

$30,549

20

The knowledge of Frank (InfoTech) was outstanding. I have nothing negative to say about the experience.

Coachella Valley Water District

Workshop

10/10

$61,749

50

Sumit is very knowledgeable on the BCP subject. His workshop delivery skills are outstanding. He was able to explain the concepts extremely well. T... Read More

Colonial Savings, F.A.

Guided Implementation

9/10

$2,599

20

I was a pleasure working with Darin. He definitely helped point us in the right direction. I would highly recommend him to others and would look fo... Read More

Auckland Transport

Guided Implementation

10/10

$32,499

10

For the purposes of question 3, we didn't have a budget, so I cannot estimate the savings in $. There were no 'worst' parts of my experience. The... Read More

Avalon Health Care Management Inc.

Workshop

10/10

$31,499

50

I found the workshop beneficial is jump starting our business continuity. Best part was seeing the documents 'in action' and how they are valuabl... Read More

Great Clips Inc.

Guided Implementation

9/10

$51,999

14

Best: The resources are incredibly helpful to jumpstart the process for us, and Andrew Sharp does a great job of leading us through the process and... Read More

WVU Foundation

Workshop

9/10

$129K

10

We’ve done several of these workshops over the years, they’re always very good. As one of our folks said “without the workshop we would never talk ... Read More

OnPoint Group, LLC

Workshop

9/10

$12,999

10

Sumit has been a PHENOMINAL facilitator for all 5 of our workshops (this was our 5th with him). He is prepared, picks up on the business context, a... Read More

OnPoint Group, LLC

Workshop

8/10

$32,499

20

eGov Jamaica Ltd.

Guided Implementation

9/10

$31,499

80

OnPoint Group, LLC

Workshop

9/10

$129K

20

Municipality of Chatham-Kent

Guided Implementation

8/10

N/A

5

The engagement was cut short due to resourcing issues on our end. Andrew was great and provided valuable insight. I hope to take this back up in ... Read More

Alabama Department Of Human Resources

Guided Implementation

10/10

$69,299

20

Andrew Sharp is very knowledgeable and he has provided great guidance in improving our Business Continuity Plan.

Eswatini Railway

Guided Implementation

9/10

$9,847

50

We are very impressed with the expert guidance and proficiency of the Infotech SME who was able to work with us on the DRP and BCP for the organiza... Read More

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About Info-Tech

Info-Tech Research Group is the world's fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Guided Implementations

This guided implementation is a five call advisory process.

Guided Implementation #1 - Scoping
Call #1 - Scope requirements, objectives, and stakeholders. Identify a pilot BCP project.
Guided Implementation #2 - Business Processes and Dependencies
Call #1 - Assess current BCP maturity. Create business process workflows, dependencies, alternates, and workarounds.
Guided Implementation #3 - Conduct a BIA
Call #1 - Create an impact scoring scale and conduct a BIA. Identify acceptable RTO and RPO.
Guided Implementation #4 - Recovery Workflow
Call #1 - Create a recovery workflow based on tabletop planning.
Guided Implementation #5 - Documentation & BCP Framework
Call #1 - Summarize the pilot results and plan next steps. Define roles and responsibilities. Make the case for a wider BCP program.