The words
in the title all have one thing in common: they are all potential
disasters. While spilled coffee may not seem to have the same
life-threatening overtones of a hurricane or fire, coffee spilled
on the server that runs your entire business could mean the death
of your livelihood. These events also elicit a very human response
panic!
Good disaster recovery planning and preparation can reduce, and
perhaps eliminate, the panic that can set in at times of trouble.
Disaster recovery planning, however, means more than simply approaching
your IT Administrator and demanding zero downtime in case of a
power outage, hardware failure, or natural disaster. True disaster
planning requires attention to detail, thinking through the issues,
and, well, planning.
Proper disaster recovery planning involves the entire organization,
and it starts with a realistic look at your business. The first
step in disaster planning is to capture an understanding of what
is truly important to each segment of your business. Once you've
determined the essential aspects of each segment, you must define
the most critical business operations and job functions. The IT
Manager will be concerned about systems, security, access, data,
internet etc. The Sales Manager will be concerned about customer
records and having the ability to receive and make customer phone
calls. The HR Manager will be concerned with personnel files.
These concerns illustrate the fact that technology is not the
only aspect of disaster recovery. It is critical that you focus
on what your business is really about, and what it will take to
continue if a disaster occurs.
Once you know what's important to your business, develop goals
that address each segment. For example:
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- How will you
maintain operational continuity?
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- How will you
ensure a quick recovery of personnel, systems, and data?
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- How will you
communicate your plan, policies, roles, and responsibilities
across the organization?
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- What safety
policies and procedures will you establish to ensure that
everyone is safe?
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- What lines
of communication will you use to contact your customers
and employees so you don't lose touch in critical times?
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Each business
is different, however, and requires a different plan for different
disasters. Develop several scenarios as you set your goals to
ensure you've covered all the bases. Ask yourself:
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- What if your
IT administrator or CFO were suddenly incapacitated?
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- What if the
corporate office catches fire, or is flooded by a water
main break?
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- Consider the
recent H1N1 flu outbreak; what will you do in the event
of a pandemic?
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- What if there's
a simple power outage in your area, is there another place
from which you and your employees can work?
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Once you've
thought through the possible disasters for your business, you
must begin to develop responses to your scenarios. You may feel
overwhelmed at this point, but it needn't be so complicated. Start
with what you know. Begin assembling a portable disaster kit for
all key personnel:
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- Gather a list
of resources and tools.
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- Put together
a portable list of employees, including their contact
information both at home and at work.
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- Do an analysis
of your IT infrastructure and complete a list of all your
hardware and software, including licenses.
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- List locations
for everything.
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- Store a copy
of backup media and licenses offsite; don't forget your
user names and passwords.
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- Create a customer
list with all the contact information, and create a copy
to store offsite.
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- Gather together
a list of your suppliers with contact and account information
to store offsite.
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- Talk to your
vendors; what policies do they have in place?
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- Make sure
your banking information is secure. Talk to your bank
or financial advisors. What are their disaster policies
and procedures?
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Next,
you must develop a communications tree. This is a network of calling
"buddies" within your organization to ensure that every
employee is reached in the event of a disaster. Document the roles
and responsibilities within the call network, and decide what
information each person needs to know. How they will communicate-will
they use a land line, cell phone, wireless, email, or a social
networking site such as Twitter? Make sure everyone knows the
procedure, regardless of where they fall on the list.
Once everyone is aware of the disaster, your attention should
turn to business continuity. The bottom line is, you must develop
disaster procedures that will keep your people working. This starts
by determining what job functions can be performed remotely, and
how.
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1.
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Do you have
the hardware or software necessary work from another location?
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2.
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Are your employees
trained to work remotely?
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3.
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Do you have
backups of your data that are duplicated and stored offsite,
and do the appropriate employees have access to it in times
of need? Data maps and network diagrams are very useful
tools when planning for disaster recovery.
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Most importantly,
have you made several written records of your disaster recovery
plan? Simply thinking about a plan doesn't make it happen. As
you travel through the planning process, write everything down
in detail. Review the plan thoroughly, involving all key players
in each scenario.
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- Was there
anything you missed?
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- Was there
a step that says call every employee, but doesn't list
each employee's contact information?
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- Is there a
step that says restore from backup? Where is the backup
kept? What is the backup methodology?
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Once
the plan is written down, give a copy to each key segment of your
organization. Oh yeah, don't keep them all in one place
remember
that water main break?
The bottom line is that disaster recovery planning critical to
maintaining your business. For every day, every hour, that your
business is down, revenue is lost. Studies show that small businesses
that go down for 2 days or more are likely to go out of business.
Don't be a statistic
be ready. Now, where did I put that
coffee?
Kathy
Lusby, Purchasing Manager at PRO OnCall Technologies, has worked
in the IT field for 16 years. As Purchasing Manager at PRO OnCall
Technologies, Kathy advises small and mid-size businesses regarding
their IT and disaster recovery needs. Contact Kathy at (513) 294-1655
or email kathy.lusby@prooncall.com.