Disaster Planning for the Small Business

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This overview program, first presented to a group of high-tech companies, focuses on the most important tasks and issues in preparing a disaster plan for a small business.

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Disaster Planning for the Small Business

  1. 1. Disaster: Plan and Prepare Peter D. Lucash Digital CPE, LLC The Art of Business Charleston Digital Corridor February 17, 2006 © 2006 Digital CPE, LLC All rights reserved
  2. 2. Threats in Charleston © 2006 Digital CPE, LLC All rights reserved
  3. 3. Business disaster and continuity planning • Anticipate risks to business • How long could you afford to go without operating? • How would you continue? • This is a business function, not just IT • Plan and test • Include business partners © 2006 Digital CPE, LLC All rights reserved
  4. 4. © 2006 Digital CPE, LLC © Peak 10 All rights reserved
  5. 5. Four Facets • People • Communication • Workplace • Stuff © 2006 Digital CPE, LLC All rights reserved
  6. 6. People are number 1 • Where will they work? • How will they get there? • Who will you need and when? • What about families? • What about basic need? © 2006 Digital CPE, LLC All rights reserved
  7. 7. People • It’s your business and it is personal • Employees and their families have to evacuate, have extended families, and have homes to secure • Payroll • Personal recovery vs. business recovery • Two income HH = two sets of time demands with same problem © 2006 Digital CPE, LLC All rights reserved
  8. 8. Communication • Phone lists: o Employees o Customers o Vendors • Tools: o Cell/sat phones o Message boards o Email/web sites © 2006 Digital CPE, LLC All rights reserved
  9. 9. Contact lists • Keep current • Evacuation plans • Meeting point © 2006 Digital CPE, LLC All rights reserved
  10. 10. Contact Card - Staff Employee/Contractor Contact Card Date: Name: Title: Street Address: Office Phone: City/State/Zip: Home Phone: Cell or Pager: Email: Alternate: Evacuation Destination: Notes: © 2006 Digital CPE, LLC All rights reserved
  11. 11. Workplace • Staff needs a physical place to work • Power • Access o Roads open and passable o areas restricted to residents? • Services: o Phone o Delivery © 2006 Digital CPE, LLC All rights reserved
  12. 12. Resources • Equipment lists: o Hardware o Software o Other hard assets o Other references © 2006 Digital CPE, LLC All rights reserved
  13. 13. Backup data • Media storage • Tapes – frequently corrupt • Online services • Hot backup © 2006 Digital CPE, LLC All rights reserved
  14. 14. Customer care • Current list • A/R • Contact • Notify with your plans © 2006 Digital CPE, LLC All rights reserved
  15. 15. Record Card - Vendor Product/Service: Vendor: Street Address: City/State/Zip: Contact: Ph: 24 Hr Alternate: Fax: Other: Notes: © 2006 Digital CPE, LLC All rights reserved
  16. 16. Stuff • Can –and how – will you be re-stocked? • Where will you put it? • IP: backups o Duplicate offsite © 2006 Digital CPE, LLC All rights reserved
  17. 17. Risk assessment • Fire • Wind/rain • Terrorism • Pandemic © 2006 Digital CPE, LLC All rights reserved
  18. 18. Hurricane • Warning – time on our side • Notify • Group evacuation? © 2006 Digital CPE, LLC All rights reserved
  19. 19. Other • Assist in evacuation plans • Assist in recovery – personal • IDs for staff to gain access © 2006 Digital CPE, LLC All rights reserved
  20. 20. IBM Webinar 2006 Lessons Learned from Hurricane Season © 2006 Digital CPE, LLC All rights reserved
  21. 21. Lessons Learned: People Adopted from webinar by IBM Corporation IBM Business Continuity and Recovery Services (2006) Problems: • Employees weren’t available or 100% focused on the job • Employees didn’t know what to do • Employee safety was not considered • There were no emergency loans / funds for employees • What about the families, spouses and/or children What to do: • Consider employees prior, during and after event • Ensure your employees are addressed in your BCP (roles during and after disaster, safety, trauma, transportation, housing and funding) • Consider addressing employees’ families in BCP Include IT, lines of business, HR and auditors in BCP Consider having alternate teams available © 2006 Digital CPE, LLC All rights reserved
  22. 22. Lessons learned: Communication Problems: • Cell phone service out • No central point to call/view • No power = no phones • Communication with public safety agencies • Media relations What to do: • Satellite phones and/or out of area cell phones • Website bulletin board, group © 2006 Digital CPE, LLC All rights reserved
  23. 23. Lessons learned: Data Problem: Tapes at risk • Location • Corrupted • Restoration What to do: • Offsite • Practice/test restoration © 2006 Digital CPE, LLC All rights reserved
  24. 24. Lessons learned: Infrastructure Problems: • Storage in vulnerable locations • Structural damage: physical, mold What to do: • Store above ground/flood level • Pre-arrange for contractors • Assess vulnerabilities © 2006 Digital CPE, LLC All rights reserved
  25. 25. Lessons learned: Hardware Problems: • No power • Service contracts • Ability to relocate What to do: • Plan or contract for replacement • Identify relocation and test © 2006 Digital CPE, LLC All rights reserved
  26. 26. Resources Institute for Business and Home Safety www.ibhs.org US Dept. of Homeland Security www.ready.org IBM Global Services/Business and Continuity www-1.ibm.com/services/us/index.wss/itservice/bcrs/a1000411 Disaster Resource.com www.disaster-resource.com Disaster Recovery Journal www.drj.com © 2006 Digital CPE, LLC All rights reserved
  27. 27. Getting started • Compile lists o Employees o Vendors o Assets  Physical, financial • Secure data/information systems • Risk assessment • Insurance • Plan © 2006 Digital CPE, LLC All rights reserved
  28. 28. Q&A People First Backup Plan Practice © 2006 Digital CPE, LLC All rights reserved
  29. 29. About the presenter Peter Lucash is the CEO of Digital CPE, a training, information and consulting firm. He is a former EMT and hospital administrator, and is an active instructor in business for online and ground universities. Help your community businesses prepare! Peter has also developed a hands on workshop for small businesses to develop a working disaster plan. In this half day session, attendees will start to work on their plan and leave with key elements in place and a task plan for completion. Call or email Peter at 843.402.0900 or peter@digitalcpe.com © 2006 Digital CPE, LLC All rights reserved

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