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sustainable planner
business continuity
professional consulting
Presented by:
Tony Gonzalez
You missed the meeting… and now you’re in charge of
business continuity! What’s next?
Who Me?
Congratulations!
Good luck in your new
assignment.
We expect results in 6
months.
Agenda:
Step 1: Assess your situation
Step 2: Define organizational
resilience
Step 3:Gather your critical data
& determine your risk
Step 4: Gain executive buy-in
Step 5: Determine your strategy
Step 6: Build your program
Step 7: Do’s & Don’ts
Step 1:
Assess your situation
Assess your situation
Ask yourself, “Do you have
the necessary skills &
knowledge?”
 Organizational Resilience
Management (ORM)
 Business Continuity
 Disaster Recovery
 Risk Management
 Emergency Management
 Crisis Management
Acquire the basic
knowledge you will
need to understand the
integrated disciplines of
ORM & be able to
preach it to the choir
Step 2: Define Organizational
Resilience (Business Continuity)
Integrated Disciplines of ORM
Source: ASIS SPC.1-2009 Organizational Resilience Management Standard
Organizational resilience
management (ORM)
The systematic & coordinated activities
& practices through which an
organization manages its operational
risks, & the associated potential threats
& impacts that are inherent.
Step 3: Gather your critical
data & determine your risk
Information is vital to ORM
 Accurate information is critical to justifying,
building & maintaining your program
 Know your organization’s appetite for risks
& its current capabilities for response &
recovery
 Have a process to rapidly collect
information & use it to build an
appropriately scaled & achievable program
for your organization.
Step 4: Gain executive buy-in
Get executive buy-in
1. Understand your organization
 Executive Leadership’s Organizational & Reporting Structure
 Domestic/Global sites
 Missions (service/product) by site
 Leadership by site
Get executive buy-in
2. Understand your Leadership’s Concerns
 What keeps your executive leadership team up at
night?
 Consider conducting executive business impact
(EBIA) analysis sessions with your leadership team
 Establish from the get-go what is material in their
eyes & why?
 Clinical, Manufacturing, Research, Finance,
Regulatory, Legal, Other…based on your
industry sector
Step 5:
Determine your
strategy
Determine your
ORM strategy
Business Strategies
 Business case for ORM
 Sponsorship
 Vision
 Policies
Scope Elements
 Functions & Services
 Event Classes & Impact
Categories
 Continuity Strategies
 Tools selection (BIA, BCP, RA,
EMP, CMP, etc.)
Step 6: Build your Program
Build your Sustainable Program
ORM Program Design Elements
 Rollout Strategies
 Pilots
 Approach
 Resources
 Schedule
Continuous
Improvement
TrainingMonitoring
Maintenance Support
ORM Support Strategies
Build your Program
ORM Program Development:
 Secure executive sponsorship & support
 Confirm resources availability, leverage your EBIA
data
 Establish your Program office
 Document/Publish your ORM policies & standards
 Establish Awareness & Training programs
Establish
the Scope
Collect
Pertinent
Data
Conduct
Dept. BIA’s
Develop
Recovery
Strategies
Document
Recovery
Plans
Apply
Lessons
Learned
Test
Maintain
Consistent Structured Process
Structured Uncomplicated
Reasonable Repeatable
Step 7: Do’s & Don’ts
Don’ts
To assure failure in your new assignment…
 Dive in with no prior BC knowledge or experience
 Display ignorance about your organization’s structure and mission
 Assume you know your executive’s priorities and concerns
 Miscalculate the effort at hand and resources required
 Think that you can do this without an executive sponsor
 Take an add-hoc approach to planning & execution
Do’s
Increase your odds of success in your new assignment…
 Demonstrate command of the subject matter & passion for the program
 Show knowledge of the business area you are working with – gain
respect
 Talk to and listen to your executives – you will be amazed at what these
conversations reveal to you & to them, the exposure is good for you
 Understand the scope & effort of what you are embarking on, plan
accordingly, select the right tools & be honest & upfront about your
resource requirements
 Have an executive sponsor that believes in you & supports you
 Plan smart, show that you have things under control
About Virtual Corporation
Our offerings include:
• Business impact analysis (BIA)
• Site vulnerability assessments
• Crisis management
• Incident command exercise
• Continuity program design &
implementation
• IT disaster recovery
• BCMM® assessments & training
• Resiliency facilitation & planning
Virtual Corporation is a leading implementer
of enterprise resiliency & continuity programs.
www.virtual-corp.com

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You're now in charge of Business Continuity Management... what next

  • 1. sustainable planner business continuity professional consulting Presented by: Tony Gonzalez You missed the meeting… and now you’re in charge of business continuity! What’s next?
  • 2. Who Me? Congratulations! Good luck in your new assignment. We expect results in 6 months.
  • 3. Agenda: Step 1: Assess your situation Step 2: Define organizational resilience Step 3:Gather your critical data & determine your risk Step 4: Gain executive buy-in Step 5: Determine your strategy Step 6: Build your program Step 7: Do’s & Don’ts
  • 5. Assess your situation Ask yourself, “Do you have the necessary skills & knowledge?”  Organizational Resilience Management (ORM)  Business Continuity  Disaster Recovery  Risk Management  Emergency Management  Crisis Management
  • 6. Acquire the basic knowledge you will need to understand the integrated disciplines of ORM & be able to preach it to the choir
  • 7. Step 2: Define Organizational Resilience (Business Continuity)
  • 8. Integrated Disciplines of ORM Source: ASIS SPC.1-2009 Organizational Resilience Management Standard Organizational resilience management (ORM) The systematic & coordinated activities & practices through which an organization manages its operational risks, & the associated potential threats & impacts that are inherent.
  • 9.
  • 10. Step 3: Gather your critical data & determine your risk
  • 11. Information is vital to ORM  Accurate information is critical to justifying, building & maintaining your program  Know your organization’s appetite for risks & its current capabilities for response & recovery  Have a process to rapidly collect information & use it to build an appropriately scaled & achievable program for your organization.
  • 12. Step 4: Gain executive buy-in
  • 13. Get executive buy-in 1. Understand your organization  Executive Leadership’s Organizational & Reporting Structure  Domestic/Global sites  Missions (service/product) by site  Leadership by site
  • 14. Get executive buy-in 2. Understand your Leadership’s Concerns  What keeps your executive leadership team up at night?  Consider conducting executive business impact (EBIA) analysis sessions with your leadership team  Establish from the get-go what is material in their eyes & why?  Clinical, Manufacturing, Research, Finance, Regulatory, Legal, Other…based on your industry sector
  • 16. Determine your ORM strategy Business Strategies  Business case for ORM  Sponsorship  Vision  Policies Scope Elements  Functions & Services  Event Classes & Impact Categories  Continuity Strategies  Tools selection (BIA, BCP, RA, EMP, CMP, etc.)
  • 17. Step 6: Build your Program
  • 18. Build your Sustainable Program ORM Program Design Elements  Rollout Strategies  Pilots  Approach  Resources  Schedule
  • 20. Build your Program ORM Program Development:  Secure executive sponsorship & support  Confirm resources availability, leverage your EBIA data  Establish your Program office  Document/Publish your ORM policies & standards  Establish Awareness & Training programs
  • 22. Step 7: Do’s & Don’ts
  • 23. Don’ts To assure failure in your new assignment…  Dive in with no prior BC knowledge or experience  Display ignorance about your organization’s structure and mission  Assume you know your executive’s priorities and concerns  Miscalculate the effort at hand and resources required  Think that you can do this without an executive sponsor  Take an add-hoc approach to planning & execution
  • 24. Do’s Increase your odds of success in your new assignment…  Demonstrate command of the subject matter & passion for the program  Show knowledge of the business area you are working with – gain respect  Talk to and listen to your executives – you will be amazed at what these conversations reveal to you & to them, the exposure is good for you  Understand the scope & effort of what you are embarking on, plan accordingly, select the right tools & be honest & upfront about your resource requirements  Have an executive sponsor that believes in you & supports you  Plan smart, show that you have things under control
  • 25. About Virtual Corporation Our offerings include: • Business impact analysis (BIA) • Site vulnerability assessments • Crisis management • Incident command exercise • Continuity program design & implementation • IT disaster recovery • BCMM® assessments & training • Resiliency facilitation & planning Virtual Corporation is a leading implementer of enterprise resiliency & continuity programs.