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January 30, 2007

Disaster-Preparedness Checklist

5 steps to putting a disaster-recovery plan in place now
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SideBar    Disaster-Recovery Checklist

Offsite data storage can range from the low end (an employee is responsible for taking the daily backup tapes to a secure offsite location) to the high end (sufficient network bandwidth is available to allow for real-time data replication to offsite storage). Internet-based backup and recovery systems can serve a dual purpose, providing regular backup and recovery services along with a reliable and secure offsite location for mission-critical corporate data.

Test and Implement the Disaster-Recovery Plan
You've decided what aspects of your business to protect and how you're going to protect them. Now you're ready to test and implement the DRP. This means documenting each DRP task, outlining the order in which the tasks should be carried out, designating the person responsible for seeing each task is completed, specifying who manages the entire DRP operation, and testing the entire DRP.

After you roll out any additional hardware or software, you'll want to walk through the entire DRP, making sure that the planning documentation matches the actual recovery process. This is the time to make necessary changes to the plan or to the technology. Remember, as you make changes, you'll want to re-confirm previous steps to make sure that they still apply. Having a DRP is not a one-time event: You need to keep working through the DRP until you achieve repeatable, consistent results.

When you're certain that the DRP works and that the documentation accurately reflects the process, you're ready to have the DRP team approve the final version of the DRP. Then, you're ready to distribute the plan as appropriate, in whole or in part, to all affected parties. Also, be sure you have secure offsite storage for printed copies of the detailed DRP.

The Ongoing DRP Process
Even though you now have a DRP in place, you've only just begun the disaster-recovery process. Very few businesses are static, so as business changes, your DRP will also change. As with any business-critical activity, testing and maintaining your DRP is an ongoing process. As you add technology to your business, you must determine how the new technology affects the DRP, then change the DRP and associated processes as necessary. Changes in the way you do business can also affect the DRP, so be sure that you alter the DRP to reflect any changes to business workflow. Regularly evaluate your plan—how often you evaluate depends on how fast and how often the business changes. Simply documenting changes is unlikely to be sufficient. Your DRP should be tightly integrated into your business model—any changes to the business also mean that the DRP will change and need to be updated and re-tested.

The job of the DRP planning team continues as well. The composition of the team may change somewhat after a functional DRP is in place, but the DRP team still needs to organize the management and maintenance of the DRP. Regularly scheduled DRP team meetings can give multiple departments the chance to interact and the opportunity to provide recommendations for current and future updates of the DRP and its processes. Continuing involvement with the DRP team also helps remind business staff of the ongoing importance of having an up-to-date disaster-recovery plan.

Various analysts studying disaster recovery have noted that nearly 50 percent of all large companies lack any sort of comprehensive DRP, with that number climbing closer to 80 percent when small businesses are included in the calculation (for more information, see http://www.gartner.com/1_researchanalysis/focus/aftermath.html). Every business, regardless of size, can benefit from having a DRP. Defining what needs to happen in the event of an emergency lets you gain some control over a crisis that might otherwise put you out of business. Implementing a DRP, even on a small scale, can make the difference between business survival and failure.

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