There are eight important steps you should take to create a disaster
recovery plan.
1. Secure support from senior management. A successful
disaster recovery plan requires funding, coordination across
departments, and the authority to carry out the plan. Depending on the
size of your organization, you may also want to establish an
interdepartmental planning committee.
2. Conduct a risk assessment. Prepare a business impact
analysis that covers a range of potential disasters. Analyze major
business units and attempt to determine the impact of different disaster
scenarios. Evaluate the safety of critical documents as they are stored,
in either print or electronic format. Make sure to include a worst-case
scenario, such as complete destruction of your company's facility.
Assign cost estimates to each disaster scenario; this will be helpful in
justifying your budget.
3. Assign priorities to operations. Determine how users
utilize network resources and the importance of those resources. This
will allow you to make an informed decision regarding an acceptable
amount of downtime. Understanding the business value of every network
component will lead you toward more intelligent decisions. Begin
planning by assigning priorities to network and data components.
4. Explore all options for disaster recovery strategies.
Research and evaluate the most practical solutions. Budget for all
equipment and services required to carry out each strategy. Potential
options will be dictated by the priorities assigned in step 3. For
example, you'll need a much different solution for an e-commerce
site—where you can't afford to miss a single transaction—than on your
print server. Typically, complexity and cost increase as the acceptable
amount of downtime decreases. Don't fall into the money pit of trying to
guarantee 100 percent uptime for every network resource.
5. Collect data. Conduct a detailed inventory of all network
resources, from user workstations to routers. Collect as much
information as is feasible. Physical details, such as make, model,
serial number, and purchase date, will be important for filing insurance
claims. Configuration information is important to design redundancy into
your network and to prepare for any potential replacements. Make a list
of information such as memory, disk, OS, and applications. It's
important to keep the inventory current, so specify the documents'
creation and revision dates. Pay attention to the human aspect of your
business, and be sure to include contact information for all users,
vendors, and service providers.
6. Create a comprehensive written plan. Construct a full
outline and use it to gain initial approval. Make a road map of the
final plan and divide the work among multiple departments (if you are
part of a large organization). The plan must contain detailed procedures
for before, during, and after a disaster. One procedure should address
maintaining and updating the plan itself as systems and workflows
change.
7. Develop test procedures. What good is a detailed plan if
you don't know whether it will work? It is imperative to test and
evaluate the plan thoroughly on a regular basis (at least annually). The
more thorough the test plan, the more certain you'll be that you've
addressed every contingency.
8. Test the plan. Instruct, train, and prepare! Each training
exercise will assure fellow employees that the company will survive a
disaster. Update the plan to correct any problems you notice during
training. Initially, test the plan in small components and after
business hours to minimize disruption to business operations.