*Crisis planning can significantly reduce the impact of interruptions to your business. *The ROTI (Return on Time Investment) of planning is very excellent. *By taking action on the information in today’s presentation, your business will be demonstrating your responsibility to your employees, clients and partners. Audio available at https://skydrive.live.com/redir?resid=E98D8A1EC16B705D!1850

1. “DO-IT-YOURSELF”
CRISIS ACTION PLANNING
FOR THE SMALL BUSINESS
Sponsors

2. Presenter Bio
• Anita Y. Mathis is Founder and Chief Technology
Advisor at AMA Unified Communications
Corporation. She is an entrepreneur, workshop
facilitator and speaker with a focus on
business, technology and personal readiness.
• Anita consults with small businesses and
independent professionals in the southeast and
virtually on the topic of technology and employee
readiness. Anita consults with small businesses and
independent professionals in the southeast and
virtually on the topic of technology and employee
readiness.

3. WHY DO CRISIS PLANNING?
• Crisis planning can significantly reduce the impact of
interruptions to your business.
• The ROTI (Return on Time Investment) of planning is very
excellent.
• By taking action on the information in today’s
presentation, your business will be demonstrating your
responsibility to your employees, clients and partners.

4. WHO SHOULD LEAD YOUR
CRISIS TEAM?
During emergencies and crises, the demand on their skills
is tremendous; contingency management and disaster
recovery typically involve functioning despite time
constraints, high stress, inadequate decision frames, and
the necessity to carefully complete critically important
tasks far beyond the duties of the day-to-day workplace
tasks team leaders typically perform.
It therefore should be obvious that the factors that make
an employee or manager effective in routine task
performance may or may not make for a good crisis
manager or recovery team leader.
Dr. Robert Chandler

5. TRAITS OF A GOOD
CRISIS MANAGER
1. Coordinated
2. Decisive
Source:
3. Experienced
The Marks of a Leader
4. Goal-oriented By Dr. Robert Chandler
5. Able to communicate
6. Able to facilitate http://training.fema.gov/EMIWeb/edu/docs/haz
dem/the%20marks%20of%20a%20leader.doc
7. Able to handle stress
8. Able to listen
9. Open-minded ……..Who’s the best fit?
10. Responsible
11. Able to prioritize
12. Able to think critically
13. Adaptive
14. Trained and prepared

6. Our Goal
“I'm a great believer that any tool that enhances
communication has profound effects in terms of how
people can learn from each other, and how they can
achieve the kind of freedoms that they're interested in. “
-Bill Gates
Not merely, to make the crisis planning easier to
coordinate, but to open you up to doing things
differently which may allow you to achieve
greater flexibility.

7. Productivity and
Communications Tools Used
Familiar Office Tools
• Outlook 2010
• Microsoft Word 2010
• Microsoft Excel 2010
Seasonsed product available online
• Exchange Online
Keys for collaboration
• Sharepoint Online
• Lync for Office Communications
*Microsoft is our preferred software partner

8. 10 STEPS TO JUMPSTART
CRISIS PLANNING
1. Evangelist determines who should be involved in initial planning meeting.
2. Evangelist creates an agenda for the meeting:
Include: purpose, goals, deadline and reward for completion
3. From inside Outlook, schedule a meeting (example using Microsoft Lync)
4. Determine who is the best fit for crisis manager (we recommend *operations
manager good )
5. Focusing on people first, view Emergency Response Plan from Ready.gov
6. Assign tasks to individuals
7. Note and update issues on Issues Log
8. Once complete, schedule drills where appropriate
9. Formally approve plan
10. Celebrate!!!!

9. Beginning from within Outlook

10. Lync Online Meeting
link ready to email crisis team
members
or
Join meeting now

11. Sharing Desktop from inside Lync Meeting
Sharing Documents

12. Log in to Office 365 for
Sharepoint & Exchange Online Access

13. Microsoft Lync Client
Lync Integrated with Exchange Online

14. Document & Collaboration Site
Sharepoint Online
Crisis Management Workspace

15. Share Documents & Edit using Office Web Apps

16. Tract and Update Issues

17. Getting Started
Learn more about Office 365 Supporting Services
http://youtu.be/Vn-qSzO_0lg
• Office 365 Basic Crisis Workspace
Setup
• Office 365 Basic Crisis Workspace
Setup PLUS Facilitator Support
• Sharepoint Online Document
Workflows

18. SPECIAL FOR THIS EVENT:
AMA Unified Communications has configured a custom collection
of Microsoft Online Services for you to try.
Review your customized collection here:
https://portal.microsoftonline.com/partner/partnersignup.aspx?type=Trial&id=c0b456bf-8591-4d11-91d5-
60189e32bec4&msppid=1885999
This trial invitation includes:
- 25 user licenses Microso3ft Office 365 Trial (Plan E)
Additional partner information:
anitamathis@ama-unified-communications.com
6785329262

19. Closing thoughts
Action is the foundational key to all success.
~Pablo Picasso
View your planning as an Art more than a Science; expect to adjust
as circumstances change.