Six Tips to Help Prepare Your Investment Business for a Pandemic<br />
Why Plan?<br />To ensure your business can and will remain functional and profitable during a crisis or pandemic<br />
H1N1<br />Influenza A (H1N1) virus remains a threat<br />U.S. health officials estimate the virus could directly and indir...
Six Steps to a Disaster Plan<br />1. Select a Crisis Leader <br />2. Develop Procedures for Various Scenarios <br />3. Rev...
1. Select a Crisis Leader<br />An individual who demonstrates strong leadership skills during normal business operations a...
2. Develop Procedures for Various Scenarios<br />If your office building is restricted, how will market data and portfolio...
3. Review the Employee Assistance Program (EAP)<br />EAP provides assistance and access to counseling services for issues ...
4. Test Alternate Site and Remote Access<br />An alternate site provides a safe place for employees to go and continue wor...
5. Review Your Business Response Plan with Team Leaders<br />Develop communication notification and escalation procedures ...
6. Test Your Plan<br />Testing your plan ensures there are no glitches or obstacles<br />It is imperative that teams and e...
Online Resources<br /><ul><li>Visit Eze Castle Integration’s Online Knowledge Center at </li></ul>http://www.eci.com/knowl...
Employee Assistance Program (EAP): http://www.eap-sap.com/eap/index.html
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Six Steps To Pandemic Planning 2010

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Presentation outlines six steps to help a firm with pandemic planning.

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Six Steps To Pandemic Planning 2010

  1. 1. Six Tips to Help Prepare Your Investment Business for a Pandemic<br />
  2. 2. Why Plan?<br />To ensure your business can and will remain functional and profitable during a crisis or pandemic<br />
  3. 3. H1N1<br />Influenza A (H1N1) virus remains a threat<br />U.S. health officials estimate the virus could directly and indirectly affect up to 40 percent of the nationwide workforce over the next two years (Centers for Disease Control)<br />
  4. 4. Six Steps to a Disaster Plan<br />1. Select a Crisis Leader <br />2. Develop Procedures for Various Scenarios <br />3. Review the Employee Assistance Program (EAP) <br />6. Test Your Plan<br />5. Review Your Business Response Plan with Team Leaders<br />4. Test Alternate Site and Remote Access<br />
  5. 5. 1. Select a Crisis Leader<br />An individual who demonstrates strong leadership skills during normal business operations and is experienced in dealing with crises<br />Leaders are typically members of senior management team<br />Crisis Leader should partake in Critical Incident Stress Management (CISM) training<br />
  6. 6. 2. Develop Procedures for Various Scenarios<br />If your office building is restricted, how will market data and portfolio management systems be accessed?<br />Where will employees work and how will they communicate with colleagues and counterparties?<br />How will you operate if your prime broker or fund administrator contacts are unavailable?<br />
  7. 7. 3. Review the Employee Assistance Program (EAP)<br />EAP provides assistance and access to counseling services for issues in and out of the workplace<br />In disaster, employees may wish to speak with a professional counselor<br />If employees are aware of EAP support prior to disaster, then it will mitigate panic and stress<br />
  8. 8. 4. Test Alternate Site and Remote Access<br />An alternate site provides a safe place for employees to go and continue working<br />If employees have to work remotely, confirm the reliability of the infrastructure supporting multiple virtual private networks (VPNs)<br />Confirm the number of Citrix licenses; if not enough then consolidate responsibilities<br />
  9. 9. 5. Review Your Business Response Plan with Team Leaders<br />Develop communication notification and escalation procedures for team leaders<br />Identify if any external business partners need to be notified<br />Assign a primary and secondary spokesperson in case the public needs to be notified <br />
  10. 10. 6. Test Your Plan<br />Testing your plan ensures there are no glitches or obstacles<br />It is imperative that teams and employees are able to work together and have a trusting relationship today <br />
  11. 11. Online Resources<br /><ul><li>Visit Eze Castle Integration’s Online Knowledge Center at </li></ul>http://www.eci.com/knowledge-center/h1n1pandemicplanning.html<br /><ul><li>Critical Incident Stress Management (CISM) training: http://www.criticalincidentstress.com/
  12. 12. Employee Assistance Program (EAP): http://www.eap-sap.com/eap/index.html
  13. 13. Follow Eze Castle Integration on Twitter at: http://www.twitter.com/ezecastleECI.
  14. 14. For more information, please visit Eze Castle Integration online at http://www.eci.com.</li></li></ul><li>One Federal Street, 9th Floor Boston, MA 02110 Tel: 617.217.3000 www.eci.com<br />
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