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BUSINESS CONTINUITY PLANNING TEMPLATE ON CD-ROM
by Douglas M. Henderson

Every year hurricanes, floods, earthquakes, fires, sabotage, and other major disasters
expose businesses to risk. We are astounded to find so many organizations without a
workable recovery plan for their business.

Why are so many businesses without an effective Business Continuity Plan (BCP)? Until
now, the only options available were financially prohibitive except for the largest companies.
This easy to use and cost-effective template is designed to guide your organization with the
preparation of a Business Continuity Plan.

Some organizations have a plan for their Technology Department but do not address other
critical business functions. The Business Continuity Planning Template on CD-ROM
(DMI.BCP) is a complete "turnkey" package that incorporates planning advice for your entire
business with an emphasis on business operational issues.

The Business Continuity Plan Template addresses the information from the Business Impact
Analysis and then guides the user (with Author's Notes and Sample BCPs) to create a BCP.
The structure of the BCP is designed to be compatible with organization of a typical
business and should require little modification. Detailed checklists for the Business Units
provide additional information that is useful in developing the Business Unit Plans. Two
sample BCPs are included to assist the user: one for a hypothetical service industry
business and the other for a hypothetical manufacturing business.

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WHO SHOULD USE THE PLAN?

- The DMI.BCP that is designed for a small or medium sized organization.
- Companies that have developed good IT plan but need to develop a good
business-wide plan with planning for their business units (operational groups and support
departments).

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WHY IS THE PLAN EASY TO USE?

- The documentation is very comprehensive allowing the user to perform much of
the update by simply ‘editing-out’ text.
- The DMI.BCP is completely compatible with the Disaster Management, Inc.
Business Impact Analysis template (DMI.BIA). A considerable amount of the DMI.BCP
editing update process is merely an insertion from the DMI.BIA.
- The DMI.BCP is completely compatible with the Disaster Management, Inc. Crisis
Management Protocols for Business (DMI.CMP). Additional incident response planning by
specific disaster events can be easily and inexpensively incorporated into the planning
process.
- The DMI.BCP utilizes a ‘fill in the blanks’ format that can be easily updated.
- The DMI.BCP utilizes a Microsoft Word format that requires no special training to
complete.
- Numerous ‘Author’s Notes’ have been inserted to assist the user.
- Two sample Business Continuity Plans are included to guide the user through the
editing update process.

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WHAT TOPICS DOES THE PLAN ADDRESS?

- Planning Goals & Objectives
- Team Structure & Responsibilities
- Key Personnel / Positions
- Operational Control & Direction
- Plan Activation
- Recovery / Damage Assessment
- Safety Issues
- Business Unit Responsibilities and Actions
- Communications
- Relocation Site Planning
- Vital Records Management
- Personnel Issues
- Emergency Operations Center
... and much more!

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BUSINESS CONTINUITY PLANNING TEMPLATE OUTLINE

I. Executive Summary
A. Purpose
B. Scope
C. Mission
D. Business Objectives
E. Assumptions

II. Business Operations
A. General Operations
B. Business Units
C. Business Operations

III. Organization
A. Emergency Management Team
B. Emergency Response Team
C. Business Units
D. Individuals with Critical Responsibilities
E. Overall Organization

IV. Plan Activation & Operation
A. Level of Response
B. Plan Notification & Activation
C. Command Posts
D. Business Recovery
E. Recovery Strategies

V. Preparation & Response Checklists
A. Checklist Organization
B. Action Step Execution
C. Business Services - Finance, Risk Management & Legal
D. Facilities
E. Human Resources
F. Information Technology
G. Sales & Marketing
H. Security
I. Business Operations - Operational Groups
J. Manufacturing Operations
K. Engineering R & D
L. Purchasing/Shipping/Receiving
M. Warehouse Operations

VI. Emergency Operations Center
A. Location
B. Personnel
C. Specifications

VII. Facility Restoration & Relocation
A. Facility Restoration
B. Relocation Requirements - Office
C. Relocation Requirements - Manufacturer
D. Relocation Requirements - Distribution Center

VIII. Communications
A. Communication Responsibilities
B. Employee Communication

IX. Appendices
A. Damage Assessment: Facility
B. Damage Assessment: Office
C. Communications with the Media
D. Sample Emergency Announcements
E. Important National Weather Service Terms
F. Important Seismic Terms
G. Fire Safety & Prevention
H. Hazardous Materials Safety
I. Equipment Operation Instructions
J. Personnel Status Report
K. Critical Suppliers & Contractors
L. Physical Facility Fortification
M. Alternate Site Planning Levels
N. Alternate Site Service Providers
O. Incident Command System
P. Ongoing Exercise, Training & Update

X. Attachments
A. External Contacts
B. Internal Contacts
C. Equipment Requirements (by Business Unit)
D. System Requirements (by Business Unit)
E. Vital Records Management
F. Business Impact Analysis
G. Crisis Management Protocols
H. Emergency Response Plan for Employees
I. Additional Attachments

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FILES INCLUDED IN THE BCP TEMPLATE

BCP-Readme
Introduction, User & Copyright Information

DMI.BCP
The Disaster Management, Inc. Business Continuity Plan is the template
designed to become the actual BCP for the user’s business

SampleBCP.Manufacturer
A sample completed BCP for a hypothetical manufacturing business

Sample BCP.Service Industry
A sample completed BCP for a hypothetical service industry business

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ABOUT THE AUTHOR

Douglas M. Henderson, FSA, CBCP, President of Disaster Management, Inc., has 25 years
of experience in the management and human resources fields with major consulting firms. In
August of 1992, Doug was the key associate of the Emergency Management Team for a
consulting firm located in South Miami-Dade County. Inspired by the real life business
experience with Hurricane Andrew and the lack of preparation within the business and
academic community, Doug founded Disaster Management, Inc.

Doug is a speaker for the AICPA’s Emergency Business Planning Course and is the
speaker for Kemper Insurance Company’s Emergency Management and Disaster Recovery
Course. Doug has also made presentations at the National Hurricane Conference, the
Florida Governor's Conference, and to numerous other organizations.

Doug has a B. S. Degree from the University of Arizona and is a Fellow, Society of
Actuaries. Doug is a Certified Business Continuity Professional, and a member of FEPA
(Florida Emergency Preparedness Association). Doug is the editor of DisasterALERT!, the
author of the Is Your Business Ready for the Next Disaster?, the Emergency Management
Plan for Colleges and Universities, the Emergency Management Plan for Public and Private
Schools and is the coauthor of the Business Continuity Plan for Academic Institutions.

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Published by Rothstein Associates Inc.
ISBN 1-931332-28-2
In stock for immediate shipment.
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2005, CD-ROM. Order #DR774.
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Rothstein Associates Inc.

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Brookfield, CT 06804-3104

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