Lisa D. Dye Business Continuity Analyst California State Polytechnic University, Pomona T:

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Kristin York
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1 Lisa D. Dye Business Continuity Analyst California State Polytechnic University, Pomona T:

2 Executive Order 1014 Program Design Program Implementation Program Maintenance Overcoming Challenges Resources 2

3 Purpose Procedures 1. BIA and Risk Assessment 2. BC Plan 3. Testing and Exercising Plans 4. Plan Maintenance 5. Communication 6. Training 7. Retain BC Records 3

4 CSU Audit Findings Had not fully implemented BC program BC plans did not contain recommended elements Not all BC plans reflected same organizational structure Plans not signature approved Tech Letter RM

5 Building a Framework What are you planning for? (hint: it is not disaster recovery) position campus to continue operating 5

6 The scenario is operating under diminished resources Loss of Facilities and/or Equipment Loss of Physical Data and/or IT Loss of People Loss of Energy (water, electricity, gas) 6

7 Factors important to the design: simplicity organization size applicable to all department types available resources 7

8 Factors important to the design: BC Planning Committee user-friendly establishing key partnerships understanding your role 8

9 4-Step Planning Approach: Step 1: Identify critical functions Step 2: Complete BC plan Step 3: Exercise BC plan Step 4: Maintain BC plan (annual review and exercise) 9

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11 Program Visibility BC website mission statement, goals, procedures ongoing communications Distinguish BC Planning from Emergency Management 11

12 training provide guidance provide planning tools 12

13 Step 1: Identify Critical Functions first meeting/training definition of a Critical Function define Levels of Criticality provide examples of Critical Functions planning tool: Critical Functions Guide 13

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16 Step 2: Complete BC Plan second meeting/training complete plan using web application ask probing questions Sample plan planning tool: Tips for Effective Business Continuity Planning 16

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18 Step 2: Complete BC Plan adopt a standard for completion identify qualities completed plans must have obtain signature approval planning tool: Initial Business Continuity Plan Review 18

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20 Step 3: Exercise BC Plan EO 1014 requirement Keep exercise simple test only one plan component at a time not pass/fail no wrong answers create an inviting atmosphere 20

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23 Step 3: Exercise BC Plan Documentation of exercise results After Action Report template Actual Events can be used to satisfy exercise requirement lessons learned collaboration communications 23

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26 Establish Timeline separate dates to complete each step timeline can help with response to Tech Letter use to track progress and hold departments accountable 26

27 Step 4: Maintain BC Plan EO 1014 requirement establish Annual Review procedures ongoing training planning tool: Annual Review Checklist 27

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29 Step 4: Maintain BC Plan exercise a different component of the plan or utilize After Action Report from actual event obtain signature approval planning tool: Business Continuity Plan Maintenance log 29

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31 Organization size, population, and unique considerations Business Continuity vs. Emergency Management Obsession about type of disaster We can t continue! We ll just have to stop. Motivating department managers 31

32 Support Replace the word recover with continue Shift focus from the disaster to continuing 32

33 Reward desired behavior View our Progress report on BC website Allow departments to succeed in their continuity planning by keeping it simple 33

34 Each other Other campuses Cal Poly Pomona s BC Website 34

35 Keep it simple Formalize your program Timeline to complete each step Comments and/or questions? 35

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37 Simplicity is the ultimate sophistication - Leonardo da Vinci Everything should be made as simple as possible - Albert Einstein Simplify, and add lightness. - Colin Chapman, Engineer and founder of Lotus Cars 37