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Disaster Recovery Handbook
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by: Michael Wallace, Lawrence Webber
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A Step-by-Step Plan to Ensure Business Continuity and Protect Vital Operations, Facilities, and Assets
A comprehensive reference to help businesses survive any kind of disaster.
It takes careful planning to ensure that a disaster of any typewhether the result of fire, an electrical outage, a major computer virus, or even terrorismdoes not result in a prolonged service interruption that could affect your business for years to come. By creating a proactive disaster recovery program, you can keep your people, inventory, and resources safe and secure.
The Disaster Recovery Handbook is a comprehensive reference to help your business survive any kind of major disruption, giving you the tools you need to protect your organization in the event of extraordinary circumstances.
Filled with practical solutions and ready-to-use tools, the book provides detailed instructions for:
Assessing risk
Assembling a disaster recovery team
Building an interim plan for immediate protection
Setting up an emergency operations center
Clearly documenting recovery procedures
Testing and debugging the plan to make sure it works
Ensuring the health and physical safety of your people
Recovering vital records
Protecting your material resources
Featuring a special CD-ROM with templates for process and skill matrices, contact databases, risk-assessment score sheets, and more, the book helps you consider every factor you need to include in your recovery operations. From facilities operations to telecommunications, computer networks to customer needs, the book gives you the forms and lists you need to ensure that everything is accounted for so that you can properly achieve containment.
The only defense against the unexpected is to be sure that youre properly prepared. The Disaster Recovery Handbook gives you everything you need to keep your organization running as smoothly as possible after any kind of disaster.
In the event of an emergency, does your business have a recovery system in place? What happens if the power goes out? Do your people know how to get out of the building or where to look for information? What procedures have you already instituted to backup your company-wide and personnel data? Do you know what to do to recover from the loss of your material resources?
The Disaster Recovery Handbook answers all these questions for you, giving you all the tools you need to establish a complete disaster recovery plan. Youll learn how to assemble a recovery team, set up an emergency operations center, and put your entire set of procedures in writing, protecting your business before the fact to safeguard against what could otherwise become an unrecoverable situation.
Youll learn how to create a system for backing up all your vital electronic and physical information such as invoices, checks, inventory levels, and receipts, and keep your customers from being left out in the cold as you regroup in the wake of any unexpected circumstance. Youll also find all the information you need to help your Human Resources department get a handle on the "people" side of any emergency. The book takes into consideration every possible type of disaster, and gives you the practical solutions you need to protect your people and your resources.
Including a special CD-ROM packed with critical templates, The Disaster Recovery Handbook is a vital resource for keeping your organization in businessno matter what.
About the Author
Michael Wallace is president of Q Consulting, an IT strategy and disaster recovery consulting firm. He is a member of the Contingency Planners of Ohio, the Project Management Institute, and recently assisted the State of Ohio in developing statewide IT policies.
Lawrence Webber is a certified project manager and Six Sigma Black Belt for CDI Corp. He began his technical career in the U.S. Marine Corps, and has more than 25 years of experience in the information services field.
The authors are based in Columbus, Ohio.
Table of Contents
Contents
Foreword xi
Introduction xiii
PART 1 THE PLAN
This section shows you how to get started with the nuts and bolts of developing your disaster recovery plan.
CHAPTER 1 Getting Started: Overview of the Project
Some companies live and breathe proper project planning and the methodical construction of business processes. A team made up of the right people using proper project management processes will help ensure the success of your disaster recovery project.
CHAPTER 2 Risk Assessment:
Understanding What Can Go Wrong
A risk assessment is the key to your disaster plan. It identifies what risks you need to address. It breaks your risks into five layers ranging from natural disasters down to a crisis at your desk.
CHAPTER 3 Build an Interim Plan:
Dont Just Sit There, Do Something
Some projects are like a bad lunch they never seem to go away. What can I do until the plan is completed? This chapter identifies actions that you can do today to assemble a useful interim plan to provide some initial protection. Everything you do here is needed in the final document. If you read no other chapter, at least read this one.
CHAPTER 4 Emergency Operations Center:
Take Control of the Situation
In the event of a disaster, there must be a single place where people can call to report problems and find out what is going on. We will describe the sort of things required in an emergency operations center (sometimes called a "war room"), and how it might run.
CHAPTER 5 Writing the Plan: Getting It Down On Paper
Here is where we lay a bit more groundwork for the plan. We establish a standard format for the documents and explain what needs to be included-and excluded from a plan.
CHAPTER 6 Testing: Making Sure It Works
A plan is a wonderful thing but until it is tested and debugged, it should not be relied upon. Testing can be formally done or can be incorporated with other maintenance activities. In either case, the results of using a plan should be recorded. Testing a plan is an excellent way to familiarize your team with your plan and to gain their ideas on improving it.
PART 2 THE ASSETS
This section discusses the various assets most firms have to protect and tells you want you need to know to make sure theyre covered in your disaster recovery plan.
CHAPTER 7 Electrical Service: Keeping the Juice Flowing
It is hard to imagine work without electricity. We use it constantly at home (if for nothing else but to keep the clocks on time). We use it all day at work. We have all also experienced the effects of a power outage. What should our workers be doing if the lights go out?
CHAPTER 8 Telecommunications: Your Connection to the World
Few companies can quickly walk or drive to their customers or suppliers sites. Telecommunications makes coordination between companies quick and easy. It provides a medium for fax messages and also provides the data communications lines. How long can your company run without it?
CHAPTER 9 Vital Records Recovery: Covering Your Assets
There are many documents essential to your companys operations, such as invoices, checks, software licenses, receipts, and on and on. Some of these documents you must safeguard to meet legal and regulatory requirements. What if, what if, what if . . .
CHAPTER 10 Data: Your Most Unique Asset
Data is one asset that cannot be easily replaced. No one else has the same data you do. What are the unique issues encountered when planning for data processing recovery?
CHAPTER 11 Networks: The Ties That Bind
Years ago, we used over night batch programs to generate mounds of paper. Today we view our data in real time. We check inventory levels, the status of customer orders and many things we take for granted. This is all made possible by a very complex system called a data network. Lose this and its back to piles of last nights reports for answers!
CHAPTER 12 End User PCs: The Weakest Link
The personal in personal computers means that many people can develop tools to make their job easier. Along with these tools is data. Lots of company data. If it is useful, then it needs to be backed up. PCs are also a source of virus attacks on your company.
CHAPTER 13 Customers: Other People to Worry About
Customers have their own problems. In a time of lean inventories, they cannot tolerate a very long delay in getting their materials or their own efforts will enter a crisis. So if they hear that you have had a disaster, might they shift their orders to someone else? This is even more of a problem if the fire was in your offices and you have a warehouse full of good that need to be sold.
CHAPTER 14 Suppliers: Collateral Damage
Suppliers extend credit to you in the form of the goods. Their terms may be 30, 45, or 60 days. If they hear of a disaster, they may fear that your company will become insolvent and cease all shipments to you. They need to know the facts. You need to tell all of them.
PART 3 PREVENTING DISASTER
This section discusses threats to your organization and how to include mitigation plans in your disaster recovery plan.
CHAPTER 15 Fire: Burning Down the House
A thorough understanding of fire safety systems can help you to evaluate your companys existing safeguards to ensure they are current, adequate and focused on employee safety.
CHAPTER 16 Human Resources: Your Most Valuable Asset
Your Human Resources department has an important role to play in Business Continuity Planning. Major business emergencies are very stressful events. From a business perspective, stress reduces the productivity of the workforce. The Human Resources department ensures that the "people side" of an emergency is addressed for the best long term benefit of the company.
CHAPTER 17 Backups: The Key to a Speedy Recovery
Making backup, or safety, copies of your vital computer files is a common business practice. They are made to speed the recovery of a failed or damaged computer system. Are you sure that they will work when you need them?
CHAPTER 18 Virus Containment: High Tech Pest Control
Unfortunately, new computer viruses regularly make the rounds of our far-flung data networks. This plan lists steps for implements a virus containment and remediation plan.
CHAPTER 19 Health and Safety: Keeping Everyone Healthy
This should already be in place at your facility. Get a copy from your building security folks. Check it against the list we have here to see if all of the bases are covered. The safety of your workers is your number one concern.
CHAPTER 20 Terrorism: The Wrath of Man
While not a new phenomenon, terrorism is making the headlines. Even if your organization is not a target, you can still be shut down even if youre an innocent bystander.
Appendix
Index
Reviews:
Don't get carried away by the title descriptions "Hand book" and "step-by-step plan". If anyone is buying this book with an intention of developing a BCP/DR plan, implementing and testing it they will be disappointed. This book only helps to get an overview of BC/DR planning. I couldn't find anything readily usable in the companion CD. It contains a bunch of documents with one page and one table in it. You wouldn't find anything important and useful such as sample BC/DR plan, emergency response procedure and flow diagram.