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By
Kathleen Lucey, FBCI.
Just yesterday I said to a professional chef
with 20+ years of high-level experience in his industry that I was
beginning to feel like business continuity was becoming like cooking
- everyone thinks that all they need is ‘secret recipe’
and they can turn out professional dishes, achieve their lifelong
dream of opening a restaurant, etc. Somehow business people have
become universal "do it yourselfers," failing to understand
that the deep and broad knowledge and the painfully honed skills
gained from experience are far more important than the business
continuity recipe.
Here are some important points to consider
when developing a business continuity plan:
1. A business continuity plan is NOT a single
unified plan. It is a set of specialised team plans documenting
the backup and continuity strategies decided upon, based on the
company's needs collected through a BIA or other method, and the
actions required to implement that strategy to re-create/restore/relocate
a business. There are several types of plans, each with some differences
in content, but no team plan includes information about policy,
history, etc. Each includes only that information necessary for
that team to accomplish its functions. I am getting pretty discouraged
with those who think that the plan IS the strategy. I have found
that companies tend to do rather well on IT recovery plans, less
well on business unit plans, and abysmally on logistics / communication
plans and overall coordination. This makes sense since technical
recovery is relatively simple, once you have got the bugs out through
testing and your data is available; business unit recovery is more
complex, but still not terribly difficult. Logistics and coordination
processes are definitely not easy, particularly when you leave the
military or emergency sectors. A very small percentage of private
sector organizations do logistics well.
2. IDR - Individual Default Response. Within
each plan, the individual default response of each team member during
work hours and outside of work hours is listed by team member name.
People pay attention to information associated with their names,
not with roles, such as team member. The IDR can also be coded,
along with other critical information, on individualised wallet
cards that each person will carry at all times.
3. Use an automated notification system that
allows for pre-programmed messages, ad-hoc messages, and voice-text
translation. We all know that call trees are like passwords: they
just don't work...and never have. Remember that you can use these
systems to do regular notification tests painlessly - reports are
automatically generated. Add up the time that you and everyone else
spends on this and the product starts to look very good even as
a testing tool. And obviously such a system will perform much better
than any manual call tree during an emergency. So do not put the
contact information of team members in the team plan....put it in
an ASP-based high-performing automated notification system. Sell
this kind of system to your management based on higher business
continuity program productivity and ROI, not just on superior performance
during the catastrophic emergency that they suspect will never happen.
One caveat: make sure that the service that you subscribe to has
fully redundant sites far from each other and that it can be accessed
through phone or the Internet - make sure nothing goes on your site,
because your emergency communication system will disappear when
your site does! Sounds pretty obvious, but until the current generation
of products, companies in fact put emergency communication boxes
in their primary sites!
4. Keep your detailed reference information
- electronic and non-electronic - offsite and out of your plan.
A good place for technical recovery information -- past tests, command-level
system re-creation scripts, etc., is the site where you plan to
re-create your systems. Coordination information and contractual
information can be in your command centre. If you have more than
one command centre, replicate the information in each and store
a copy offsite as well, just in case. Just DO NOT put it in the
plans. Make your maintenance requirements minimal and you will have
a chance to have current information.
5. Don't forget that the best recovery is one
that does not have to happen. Make sure that you identify all risks
in mission critical resources (not just
IT) in a risk assessment. Then eliminate those risks where it is
reasonable to do so, and lower their probability or occurrence where
feasibility allows. No, you never get 100 percent, but the
80/20 rule applies here. Painful experience teaches that MANY
interruptions are self-generated and fully avoidable. This is another
topic entirely, but one that you NEED ABSOLUTELY to address.
6. One more hint: more and more of us in the
profession are understanding that recovery planning for the total
catastrophic event (the so-called "worst-case scenario")
is NOT the best way to go. If you plan to deal with the interruptions
that have a high probability of occurrence, you will get more immediate
payback from your business continuity efforts. Work up to worst
case gradually - don't start with it. But again, this is a whole
other subject.
My advice to someone who is new to business
continuity, but is nonetheless charged with doing a "business
continuity plan" for regulatory or other purposes: Hire someone
to advise you and take their advice. There is no reasonable justification
for any enterprise to expect you to do something well that you have
never done before and where you have no training or knowledge. Knowing
the business and knowing IT does not equal to knowing business continuity.
This is a complex professional skill that takes time and pain to
acquire, and guess what, it is continually evolving. Sorry, there
are no silver bullets here. If your organisation is too small to
pay someone to advise you, at least get some training. Just remember
that you need a whole lot more than a recipe! And that you will
truly get nowhere if you are expecting to do this in your "spare
time."
Contact Kathleen Lucey at K.Lucey@montaguetm.com
The above article is based on a presentation
given by Kathleen at the Continuity Planning & Management 2004
West conference, May 2004.

•Date:
16th July 2004 •Region: US/World •Type:
Article •Topic: BC
plan development
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