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DISASTER RECOVERY PLAN DEVELOPMENT METHODOLOGY
By RECOVERY-PLUST Planning Products and Services
(Complete Methodology + all data collection forms in table format on diskette)

The RECOVERY-PLUS Plan Developer provides a recovery plan development
methodology and supporting PC data collection capability that will allow any small to medium
business or computer center environment to create a customized recovery plan without the
requirement for outside consultants, specialized software, or specialized training. All
recovery
plan data collection forms are included in table format for WordPerfect, MSWORD, and
AMIPRO.

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HIGHLIGHTS

- Targeted for the organization that wants a "do-it-yourself" planning tool that is
designed with a recovery plan as the end product
- Easily customized to create a specific recovery plan for LAN/Client Server
environments, small/medium computer centers, business environments, or PBX
environments
- Complete methodology provided to guide the plan development process
- Over 20 recovery plan elements preformatted in data collection tables for use in
Word Perfect, MS-Word or AmiPro software
- Detailed examples provided for each recovery plan element
- Specific procedures provided to facilitate recovery plan maintenance and testing

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BUSINESS RECOVERY GOAL

The objective of any business recovery plan is to prepare the business entity to respond in a
predetermined, approved manner to a disaster incident in order to protect company assets,
and to restore critical, preestablished business functions with a minimal loss of time, data,
and business revenue.

RECOVERY-PLUSTM used the following criteria when developing this methodology:
- The recovery plan will reduce the response time to a disaster event
- The recovery plan will reduce loss exposure due to an unexpected interruption to
the business location
- The recovery plan, if properly maintained, will protect company assets if it is ever
needed to manage the response to a disaster event
- The recovery plan will meet typical audit criteria
- The recovery plan document will provide the basis for training personnel

Additionally, the RECOVERY-PLUSTM Plan Developer allows the user to determine how
data will be collected and how the hardcopy portions of the plan will be created. No new
software is needed and no additional software training is needed. This methodology
contains years of recovery plan development expertise packaged in an easy-to-use plan
development tool.

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Following the RECOVERY-PLUSTM Plan Developer methodology, upon the completion of
your recovery plan, you will have developed a document that will, at a minimum, document
the
main components of a recovery plan:
- Alternate Site = A Place to go
- Communications = Voice, Data and Local Area Networks
- Offsite Storage = "Vital Records" including Computer data backups, etc.
- Written Plan to Follow = Recovery Plan Document
- Trained Personnel = Departmental and Support Groups

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CONTENTS

INTRODUCTION
Section 1 - Product Licensing Requirement
Section 2 - Plan Developer Philosophy
Business Recovery Goal
Five Primary Requirements for a Recovery Plan
Section 3 - Plan Development Perspective
Historical Overview of Recovery Planning
Potential Disaster Causes
Disaster Impact Statistics
Pressure to Develop a Recovery Plan
Section 4 - Successful Recovery Plan Development
Critical Success Factors for Plan Development
Recovery Plan Elements Overview
Planning Process Using the Plan Developer

CHAPTER I - GETTING STARTED
Section 1 -Recovery-plusT Plan Developer Structure
Glossary of Terms
Section 2 - Preview the Plan Developer Manual
Forms Requirements Matrix
Section 3 - Suggestions for Use of the Document
Section 4 - Recovery-plusT Project Work Plan
Recovery-plusT Project Work Plan
Project Elements Worksheet
Recovery Information Reference
Section 5 - "Quick Path" Development Introduction
Introduction
Focus Areas
Quick Path Checklist

CHAPTER II - DATA Collection
Section 1 - Data Collection Forms Discussion
Introduction
Focus Areas
Action Recommendations
Section 2 - Recovery Plan Data Collection Forms
Recovery Plan Assumptions
Recovery Plan Objectives
Company Emergency Contact Information
Vendor Emergency Contact Information
Business Function List
Business Function Prioritization Analysis
Business Function Description Form
Business Function Priority List
Disaster Prevention Questionnaire
Risk Assessment Worksheet
Offsite Storage Worksheet
Business Equipment Worksheet
Personal Computer Worksheet
Computer Equipment Worksheet
Communications Facilities Worksheet
Insurance Coverage Worksheet
Location Restoration Information
Section 3 - Recovery-plusT Forms and Instructions
Recovery Plan Assumptions
Recovery Plan Objectives
Company Personnel Emer. Contact Info
Vendor Emergency Contact Information
Business Function List
Business Function Description Form
Business Function Priority List
Disaster Prevention Questionnaire
Risk Assessment Worksheet
Offsite Storage Worksheet
Business Equipment Worksheet
Personal Computer/lan Server Worksheet
Computer Equipment Worksheet
Communications Facilities Worksheet
Insurance Coverage Worksheet
Location Restoration Information

CHAPTER III - DISASTER RECOVERY PLAN
Section 1 - Plan Concepts
Introduction
Focus Areas
Action Recommendations
Section 2 - Alternate Site Identification
Introduction
Focus Areas
Action Recommendations
Alternate Site Worksheet
Section 3 - Disaster Recovery Action Plan Development
Introduction
Focus Areas
Action Recommendations
Disaster Response Team
Disaster Response Press Release
Team Structure Chart
Action Checklist Development
Action Checklist
Site Restoration Team
Structure Chart
Action Checklist
Recovery Team Work Area Requirements
Requirements Checklist

CHAPTER IV- MAINTENANCE, TESTING AND USE
Section 1 - Recovery Plan Maintenance
Introduction
Focus Areas
Action Recommendations
Sample - Recovery Plan Maintenance Procedure
Recovery Plan Maintenance Checklist
Section 2 - Recovery Plan Testing
Introduction
Sample Disaster "Paper Test"
Recovery-plusT Recovery Plan Testing Checklist
Section 3 - Recovery Plan Use
Introduction
Focus Areas
How to Prepare for Potential Use of the Plan
Plan Manual Organization
"Page 0 (Zero)"
Action Information Sheet
Offsite Copy of the Plan
"Home Packet" Recommendation
Action Steps
Disaster Recovery Team "Home Packet"

CHAPTER V - PC DATA COLLECTION WITH RECOVERY-PLUST TABLES
Section 1 - Introduction
Section 2 - Recovery-plusT Tables
Section 3 - Usage Hints
Section 4 - Creation of the Recovery Plan Manual

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4. PLANNING PROCESS OVERVIEW
The Plan Developer is a "Do It Yourself" Methodology used to develop a disaster recovery
plan for a number of different environments. It is designed to be used as a complete guide
by
providing the plan development process, instructions for developing all required recovery
plan elements, forms defining the required data, and a PC Data Collection module using
predefined tables in the most common word processing software packages. Overall, the
"Process" includes the following:
- Project management "workplan" customization
- Data collection task definition
- Business functions evaluation and prioritization
- Alternate site selection process
- Recovery teams and supporting action steps identification
- Testing and plan maintenance

The Plan Developer is a simple-to-use plan development methodology. For those who are
totally new to the Disaster Recovery planning requirements, it can be followed as a specific
set of instructions starting with the Introduction and progressing through the entire
methodology.

There are several facts to keep in mind which tend to simplify the process and will reduce the
effort in creating your recovery plan. These include the following:
- Use information that already exists if it meets the requirements. For example, when the
plan development process indicated a list of support vendors is needed in the recovery plan
you should look at existing contacts lists first as the source for this plan element. If what
you
have is adequate, or would be adequate with a few changes, then it should be considered for
inclusion. This is particularly important if the information is currently maintained as a part of
everyday business operations. Don't reinvent any wheels!
- Spread the plan development effort out to as many personnel as is appropriate. For
example, give the computer equipment inventory task to the person who has the daily
responsibility for that equipment. Give the insurance information questionnaire to the
individual who manages the business insurance, etc.
- Start the maintenance process on "day one" of the recovery plan development project.
This
means that the individuals who are asked to be responsible to provide the information should
understand that they will periodically be asked to provide updates to this information.

The Plan Developer offers a "Quick Path" through the plan development process for those
who are already familiar with disaster recovery plan development. This can significantly
shorten the development cycle. It is discussed in Chapter 1 in Section 5 - "Quick Path
Development Instructions."

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Order #DR-304.
DEMO DISK AVAILABLE. Contact info@rothstein.com

Quantity, site and enterprise licensing available.
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Software; CD/Diskette Products

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