Plan Development

At CSI our plan development phase consists of three distinct activities.  Team development and Training is a joint effort involving your staff and our consultant.  Plan documentation entails the formulation and writing of recovery plans.  Our consultants perform this task and work closely with your project leader.

Team Development

Recovery teams form the backbone of your recovery program.  Therefore, our consultant works  closely with your staff to develop recovery team structure.  We identify each team’s function within your overall recovery program.  We work with your Project Leader to perform the following additional tasks:

Ø        Identify team responsibilities and resource requirements

Ø      Define notification steps and procedures

Ø      Assign team leaders, members and alternates

Ø       Identify resources and procedures, including alternate resources and methods

Team Training

Team training ensures that your recovery team members are familiar with the program and their respective roles and responsibilities.  Our consultant works with your project leader to develop a training program that is tailored to your recovery team structure.  Team training also includes:

Ø      Individual contact sequence

Ø      Notification procedures

Ø      Individual roles and responsibilities

Ø      Documented procedures and support requirements

Ø      Recovery task sequencing and scheduling

Ø      Building awareness of emergency response, DR/BCP business recovery and disaster recovery  

Plan Documentation

In the plan documentation step, we bring the research, analysis, strategies, procedures and recovery team assignments together.  Our consultant organizes all the information and writes your recovery plan using Microsoft Word and an option is available to develop custom-built web-based files that integrate word processing templates and databases.  We are able to write a plan using many of the leading business continuity plan writing software packages on the market.  Please ask for a recommendation on these.  Your recovery plan documentation will:

Ø      Detail the entire emergency response/crisis management process

Ø      Contain contact information and notification procedures

Ø      Detail tasks and responsibilities

Ø      Identify critical operations functions and/or computer applications and how they will be covered

Ø      Specify computer recovery configuration requirements

Ø      Specify off-site storage strategy for your data and vital documents

Ø       Detail recovery task sequence and functional interdependencies

Ø      Identify everything that might be needed to perform part of the process: teams of people, equipment, transportation, support items, support providers, etc.

Ø      Contain all procedures that might be used in the process

Ø      Contain a list of all vendors and service providers you will need to support your recovery strategies

Ø      Contain standard forms, supplies and documents  

Depending on how your computing environment is designed and configured, what types of recovery strategies are in place or how your organization is structured you may need to consider developing custom scenario based plans. 

Pandemic and Succession Planning is available.  

Web Planning – “Backing up the Backup Plan”

If you need even greater flexibility, our consultant may build your recovery plan in custom-built web-based files that integrate word processing templates and a database.   

Ø      Your plan files are accessible on client  servers.

Ø      We customize the templates for your organization

Ø      We customize the database to fit your needs