Professional Documents
Culture Documents
Instructions:
A Go through each tab and enter applicable information. Be as complete as possible. The more info
your plan will be.
B You may use the table of contents below to hyperlink directly to a tab or you may select a tab as n
C In some cases, the first line of the form contains sample data. You should delete these entries and
D This workbook is completely unprotected, so you may add or change the contents. We suggest th
this workbook when completing your disaster plan.
Threat Matrix
Critical Processes
Who Can Declare A Company Emergency or Disaster
Evacuation of Facility
Communication Plan
Backup Facilities
Emergency and Vendor Numbers
Employee Contact Information
Vendor List
Client Contacts
Notification Matrix
Insurance, Financial, and Legal Contacts
Licenses & Permits
Disaster Recovery Systems
Hardware Inventory
Software Inventory
Phone: 845-362-9675
Email: contactus@xsolutions.com
Web: www.xsolutions.com
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Threat Matrix
Identify all disasters that may affect facility and give each threat a probability of occurance score of Lo
tab into template and write how to respond. There should be a procedure covering each identified thr
personnel, reviewed and adjusted as necessary.
Identified Treat
Fire
Flood and water damage
Earthquake
Hurricane
Bomb Threat
Terrorist Attack
Malicious Intruder
Social Engineering Attack
Denial of Service Attack
Pervasive Malware Attack
Stolen Confidential Information (digital and documents)
Loss of Key Digital Files and/or Databases
Server Failure
hreat a probability of occurance score of Low (L), Medium (M), High (H); revise list as necessary. Then reference
e a procedure covering each identified threat regardless of score, with those rated High completed first. Proced
Score (L/M/H)
e score of Low (L), Medium (M), High (H); revise list as necessary. Then reference the appropriate procedure. If n
entified threat regardless of score, with those rated High completed first. Procedures should be distributed to ap
Reference
Reference
Reference
Reference
Reference
Reference
Reference
Reference
Reference
Reference
Reference
Reference
Reference
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Procedure
Response
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details
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Critical Processes
Identify the critical processes needed to continue operations after a disaster and until you again have
These are the pocesses along with their corresponding applications and systems that must be restore
Process
Accounts Receivable
Dept/Area Responsible
Finance
a disaster and until you again have full use of your facilities and systems.
and systems that must be restored immediately to continue operations
Supervisor or Manager
Mary Jones
Employees Involved
Frank Smith
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Equipment Requirements
PC, Internet Connection, phone,
printer and copy machine.
Software Requirements
Quickbooks, MS Office
Records Required
Quickbook files, billing records
It is important to decide before hand, who in the company can declare a disaster and invoke the comp
This is purly for the authorization of company funds to provide backup facilities, expenditures, proper
that Emergency responders (i.e. Fire Department, Police, etc.) are called immediately when disaster s
Nbr.
1
2
3
Name
Anthony Smith
Title
President
If all of the above authority figures cannot be reached, when can employees assume that e
mergency or Disaster
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Authorization
Complete authorization
If #1 is not available
If #1 and #2 are not available
hen can employees assume that emergency conditions warrant the invoking of the Disaster Plan?
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he Disaster Plan?
Evacuation of Facility
Orderly evacuation procedures should be clearly defined and employees trained and drilled.
Conditions That Warrant Immediate Evacuation Of Premises (No Authorization Needed):
Nbr.
1
2
3
4
5
In All Other Cases, Evacuation Requires Authorization From One Of The Following :
Nbr.
1
2
3
4
5
Evacuation Routes and live drills should be implemented periodically so all employees kno
Employees Responsible For Directing The Evacuation And Checking Premesis That All Area
NBR.
1
2
3
4
5
Evacuation of Facility
Orderly evacuation procedures should be clearly defined and employees trained and drilled.
Conditions That Warrant Immediate Evacuation Of Premises (No Authorization Needed):
Condition
Fire
In All Other Cases, Evacuation Requires Authorization From One Of The Following :
Authorized person
Robert Hall, Operations VP
Evacuation Routes and live drills should be implemented periodically so all employees know how t
Employees Responsible For Directing The Evacuation And Checking Premesis That All Areas Are Cl
Authorized person
Jack Smith, 2nd floor warden
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Communication Plan
It is critical that employees and clients know how to get information and contact necessary parties du
Make the appropriate changes to create a viable plan to use for communications.
Internal Communications
The following individuals are responsible for contacting the employees within the designated Departm
Dept./Area
Finance
The following designated employees are the only ones that can post to the company's web and social
Name
Mary Roberts
Employees can monitor company information and give feedback concerning the disaster:
Company's Website Emergency Page URL:
Company's Private Employee LinkedIn Group:
Company's Twitter ID:
Client Communications
Only the following personnel may directly contact clients to update them on the company's Disaster R
Employee Name
Josh Smith
Clients can monitor company information and give feedback concerning the disaster:
Company's Website Emergency Page URL:
Company's Private Client LinkedIn Group:
Company's Twitter ID:
how to get information and contact necessary parties during and after a disaster.
ble plan to use for communications.
contacting the employees within the designated Departments/Areas with further instructions:
Designated Contact
Designated Contact's Cell
Howard Frank
555-555-5555
only ones that can post to the company's web and social media pages regarding the disaster:
Title
Note: be careful of the information posted and
VP of Human Resources
iformation that can and should be shared with t
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vehicles are
Contact will then
on to get in
Backup Facilities
Tell employees where they should go should your office become inoperable after a disaster
Backup Facility Name
Emergency IT Backup Ctr.
Scope of Services
Full IT Services
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Limitations of Site
None
Address
123 Elm Street, Anywhere USA
Contact's Name
John Jones
Contact's Email
jjones@company.com
When To Report
When emergency is declared by management
Instructions: List contact information for agencies, companies, etc. that may be needed in an emer
Agency
Fire Dept.
Police
Hospital
Paramedics
Dept. of Homeland Security
FBI
National Security Agency (NSA)
Manged IT Provider (MSP)
Facility Manager
IT Backup Facility Provider
Insurance Company
Electrician
Plumber
HVAC Vendor
Security Guard Agency
Temporary Personnel Agency
Office Equipment Vendor
Tel. Nbr.
555-555-5555
Contact's Name
Theodore Ruskin
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Last Name
Smith
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Dept.
Finance
Title
A/P Clerk
Responsibilities
Accounts Payable
Vendor List
List all vendor contact information
Vendor Name
ABC Corporation
Address
One ABC Way, Redmond, WA 98502
Service or Product
Main Accounting SW
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Contract Number
MS12345
SLA
1 hour
Rep's Name
Kyle Redman
Rep's Email
kredman@abccompany.com
Location of Documents
Offsite Storage Location #1
Client Contacts
List the main contacts for each client in the event you need to contact them from an alternate locatio
Client Company
XYZ Accounting
Address
789 Elm Street, New York, NY
11143
ed to contact them from an alternate location and you do not have access to your office systems
Main Tel. Nbr.
555-555-5555
Client Website
www.xyz.com
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systems
Contact's Office Tel.
555-555-5555
Notification Matrix
Make sure all contacts below are listed in Emergency Numbers and/or Employee Contact tabs If issues
gency Numbers and/or Employee Contact tabs If issues are detected concerning the following areas, contact the
Then Call:
1st
Operations Manager / Office Mgr.
CEO / Owner
Police
Fire Dept.
2nd
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3rd
CEO / Owner
CEO / Owner
CEO / Owner
CEO / Owner
CEO / Owner
ontact when
nies may use titles
ompanies can use
Insurance
Company/Broker
DEF Insurance
Financial
Institutions
Name
Type
Accountants
Company Name
Area of Expertice
Legal Team
Company Name
Area of Expertice
d Legal Contacts
Company/Broker Address
12 Policy Ave, NY, NY 10345
Policy Number
Ins123456
Address
Account Number
Address
Customer Number
Address
Customer Number
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Type of Policy
Fire
What's Covered?
all locations
Contact's Name
Contact's Name
Contact's Name
Location of Documents
Offsite Storage Location #1
Location of Documents
Location of Documents
Location of Documents
List the licenses and permits your company is required to have by law to operate along with their phy
License/Permit Number
Building/123456
Issued By
City of New York
ave by law to operate along with their physical location and backup copies.
Agency Name and Contact Info
Dept. of Housing
Purpose
Occupancy Permit
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Date Issued
1/1/2013
Describe the IT Disaster Recovery systems your company is using. How will your company survive if y
Vendor
ABC IT Company
Address
1212 Forest Dr., NY, NY 10097
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r company survive if your facilities and all computer equipment were destroyed?
Serial Nbr.
DR67890
Customer Nbr.
Average Size of Backup File
126409 1 TB
Hardware Inventory
Enter as much information as possible about all hardware. This will help to service equipment, purcha
Type
Server 1
lp to service equipment, purchase suitable replacements if needed, and report losses for insurance purposes
User's Name
N/A
Manufacturer
HP
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Serial Number
MXL123987
Internal Reference
Accounting Server 1
Date Purchased
1/1/2012
Purchase Price
Managed Services Provider (MSP)
5,000.00 ABC IT Company
Operating System
Win Server 2012
Domain Name
yourcompany
RAM
Processor
Intel 3705
Software Inventory
List all software used in company operations. This will help when service is needs, to replace as neces
Software Name
Quickbooks
Product Number
QB2014
License Number
QB12345
Vendor
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Function
Accounting
Used In Dept/Area
Finance
User Names
user123