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Disaster:
                Plan and Prepare

                            Peter D. Lucash
                               Digital CPE, LLC
                             The Art of Business
                          Charleston Digital Corridor
                               February 17, 2006




© 2006 Digital CPE, LLC
All rights reserved
Threats in Charleston




© 2006 Digital CPE, LLC
All rights reserved
Business disaster and
                 continuity planning

                  • Anticipate risks to business
                  • How long could you afford to go without
                    operating?
                  • How would you continue?
                  • This is a business function, not just IT
                  • Plan and test
                  • Include business partners




© 2006 Digital CPE, LLC
All rights reserved
© 2006 Digital CPE, LLC   © Peak 10
All rights reserved
Four Facets


                  •       People
                  •       Communication
                  •       Workplace
                  •       Stuff




© 2006 Digital CPE, LLC
All rights reserved
People are number 1


                  •       Where will they work?
                  •       How will they get there?
                  •       Who will you need and when?
                  •       What about families?
                  •       What about basic need?




© 2006 Digital CPE, LLC
All rights reserved
People

                    • It’s your business and it is personal
                    • Employees and their families have to
                      evacuate, have extended families, and
                      have homes to secure
                    • Payroll
                    • Personal recovery vs. business recovery
                    • Two income HH = two sets of time
                      demands with same problem



© 2006 Digital CPE, LLC
All rights reserved
Communication

                  • Phone lists:
                    o Employees
                    o Customers
                    o Vendors
                  • Tools:
                    o Cell/sat phones
                    o Message boards
                    o Email/web sites




© 2006 Digital CPE, LLC
All rights reserved
Contact lists


                  • Keep current
                  • Evacuation plans
                  • Meeting point




© 2006 Digital CPE, LLC
All rights reserved
Contact Card - Staff

      Employee/Contractor Contact Card   Date:

   Name:                                 Title:

   Street Address:                       Office Phone:

   City/State/Zip:                       Home Phone:

   Cell or Pager:                        Email:


   Alternate:                            Evacuation Destination:


   Notes:
© 2006 Digital CPE, LLC
All rights reserved
Workplace

                  • Staff needs a physical place to work
                  • Power
                  • Access
                    o Roads open and passable
                    o areas restricted to residents?
                  • Services:
                    o Phone
                    o Delivery




© 2006 Digital CPE, LLC
All rights reserved
Resources


                  • Equipment lists:
                    o Hardware
                    o Software
                    o Other hard assets
                    o Other references




© 2006 Digital CPE, LLC
All rights reserved
Backup data


                  •       Media storage
                  •       Tapes – frequently corrupt
                  •       Online services
                  •       Hot backup




© 2006 Digital CPE, LLC
All rights reserved
Customer care


                  •       Current list
                  •       A/R
                  •       Contact
                  •       Notify with your plans




© 2006 Digital CPE, LLC
All rights reserved
Record Card - Vendor

   Product/Service:

   Vendor:

   Street Address:

   City/State/Zip:

   Contact:                    Ph:
                               24 Hr
   Alternate:                  Fax:
                               Other:

   Notes:


© 2006 Digital CPE, LLC
All rights reserved
Stuff


                  • Can –and how – will you be re-stocked?
                  • Where will you put it?
                  • IP: backups
                     o Duplicate offsite




© 2006 Digital CPE, LLC
All rights reserved
Risk assessment


                  •       Fire
                  •       Wind/rain
                  •       Terrorism
                  •       Pandemic




© 2006 Digital CPE, LLC
All rights reserved
Hurricane


                  • Warning – time on our side
                  • Notify
                  • Group evacuation?




© 2006 Digital CPE, LLC
All rights reserved
Other


                  • Assist in evacuation plans
                  • Assist in recovery – personal
                  • IDs for staff to gain access




© 2006 Digital CPE, LLC
All rights reserved
IBM Webinar
            2006 Lessons Learned from
            Hurricane Season




© 2006 Digital CPE, LLC
All rights reserved
Lessons Learned: People
                  Adopted from webinar by IBM Corporation IBM Business Continuity and Recovery Services (2006)




                 Problems:
                  • Employees weren’t available or 100% focused on the job
                  • Employees didn’t know what to do
                  • Employee safety was not considered
                  • There were no emergency loans / funds for employees
                  • What about the families, spouses and/or children

                 What to do:
                 • Consider employees prior, during and after event
                 • Ensure your employees are addressed in your BCP (roles during
                          and after disaster, safety, trauma, transportation, housing and funding)
                  •       Consider addressing employees’ families in BCP
                          Include IT, lines of business, HR and auditors in BCP
                          Consider having alternate teams available




© 2006 Digital CPE, LLC
All rights reserved
Lessons learned:
               Communication
                 Problems:
                  • Cell phone service out
                  • No central point to call/view
                  • No power = no phones
                  • Communication with public safety agencies
                  • Media relations

                 What to do:
                 • Satellite phones and/or out of area cell phones
                 • Website bulletin board, group




© 2006 Digital CPE, LLC
All rights reserved
Lessons learned: Data


                 Problem: Tapes at risk
                 • Location
                 • Corrupted
                 • Restoration
                 What to do:
                 • Offsite
                 • Practice/test restoration



© 2006 Digital CPE, LLC
All rights reserved
Lessons learned: Infrastructure

             Problems:
             • Storage in vulnerable locations
             • Structural damage: physical, mold

             What to do:
             • Store above ground/flood level
             • Pre-arrange for contractors
             • Assess vulnerabilities


© 2006 Digital CPE, LLC
All rights reserved
Lessons learned: Hardware

                 Problems:
                 • No power
                 • Service contracts
                 • Ability to relocate
                 What to do:
                 • Plan or contract for replacement
                 • Identify relocation and test




© 2006 Digital CPE, LLC
All rights reserved
Resources
                Institute for Business and Home Safety
                www.ibhs.org

                US Dept. of Homeland Security
                www.ready.org

                IBM Global Services/Business and Continuity
                www-1.ibm.com/services/us/index.wss/itservice/bcrs/a1000411

                Disaster Resource.com
                www.disaster-resource.com

                Disaster Recovery Journal
                www.drj.com




© 2006 Digital CPE, LLC
All rights reserved
Getting started

                  • Compile lists
                     o Employees
                     o Vendors
                     o Assets
                         Physical, financial
                  • Secure data/information systems
                  • Risk assessment
                  • Insurance
                  • Plan




© 2006 Digital CPE, LLC
All rights reserved
Q&A


                 People First
                 Backup
                 Plan
                 Practice




© 2006 Digital CPE, LLC
All rights reserved
About the presenter
              Peter Lucash is the CEO of Digital CPE, a training, information and
              consulting firm. He is a former EMT and hospital administrator, and is an
              active instructor in business for online and ground universities.

              Help your community businesses prepare!

              Peter has also developed a hands on workshop for small
              businesses to develop a working disaster plan. In this half day
              session, attendees will start to work on their plan and leave with
              key elements in place and a task plan for completion.

              Call or email Peter at 843.402.0900 or
              peter@digitalcpe.com




© 2006 Digital CPE, LLC
All rights reserved

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Disaster Planning for the Small Business

  • 1. Disaster: Plan and Prepare Peter D. Lucash Digital CPE, LLC The Art of Business Charleston Digital Corridor February 17, 2006 © 2006 Digital CPE, LLC All rights reserved
  • 2. Threats in Charleston © 2006 Digital CPE, LLC All rights reserved
  • 3. Business disaster and continuity planning • Anticipate risks to business • How long could you afford to go without operating? • How would you continue? • This is a business function, not just IT • Plan and test • Include business partners © 2006 Digital CPE, LLC All rights reserved
  • 4. © 2006 Digital CPE, LLC © Peak 10 All rights reserved
  • 5. Four Facets • People • Communication • Workplace • Stuff © 2006 Digital CPE, LLC All rights reserved
  • 6. People are number 1 • Where will they work? • How will they get there? • Who will you need and when? • What about families? • What about basic need? © 2006 Digital CPE, LLC All rights reserved
  • 7. People • It’s your business and it is personal • Employees and their families have to evacuate, have extended families, and have homes to secure • Payroll • Personal recovery vs. business recovery • Two income HH = two sets of time demands with same problem © 2006 Digital CPE, LLC All rights reserved
  • 8. Communication • Phone lists: o Employees o Customers o Vendors • Tools: o Cell/sat phones o Message boards o Email/web sites © 2006 Digital CPE, LLC All rights reserved
  • 9. Contact lists • Keep current • Evacuation plans • Meeting point © 2006 Digital CPE, LLC All rights reserved
  • 10. Contact Card - Staff Employee/Contractor Contact Card Date: Name: Title: Street Address: Office Phone: City/State/Zip: Home Phone: Cell or Pager: Email: Alternate: Evacuation Destination: Notes: © 2006 Digital CPE, LLC All rights reserved
  • 11. Workplace • Staff needs a physical place to work • Power • Access o Roads open and passable o areas restricted to residents? • Services: o Phone o Delivery © 2006 Digital CPE, LLC All rights reserved
  • 12. Resources • Equipment lists: o Hardware o Software o Other hard assets o Other references © 2006 Digital CPE, LLC All rights reserved
  • 13. Backup data • Media storage • Tapes – frequently corrupt • Online services • Hot backup © 2006 Digital CPE, LLC All rights reserved
  • 14. Customer care • Current list • A/R • Contact • Notify with your plans © 2006 Digital CPE, LLC All rights reserved
  • 15. Record Card - Vendor Product/Service: Vendor: Street Address: City/State/Zip: Contact: Ph: 24 Hr Alternate: Fax: Other: Notes: © 2006 Digital CPE, LLC All rights reserved
  • 16. Stuff • Can –and how – will you be re-stocked? • Where will you put it? • IP: backups o Duplicate offsite © 2006 Digital CPE, LLC All rights reserved
  • 17. Risk assessment • Fire • Wind/rain • Terrorism • Pandemic © 2006 Digital CPE, LLC All rights reserved
  • 18. Hurricane • Warning – time on our side • Notify • Group evacuation? © 2006 Digital CPE, LLC All rights reserved
  • 19. Other • Assist in evacuation plans • Assist in recovery – personal • IDs for staff to gain access © 2006 Digital CPE, LLC All rights reserved
  • 20. IBM Webinar 2006 Lessons Learned from Hurricane Season © 2006 Digital CPE, LLC All rights reserved
  • 21. Lessons Learned: People Adopted from webinar by IBM Corporation IBM Business Continuity and Recovery Services (2006) Problems: • Employees weren’t available or 100% focused on the job • Employees didn’t know what to do • Employee safety was not considered • There were no emergency loans / funds for employees • What about the families, spouses and/or children What to do: • Consider employees prior, during and after event • Ensure your employees are addressed in your BCP (roles during and after disaster, safety, trauma, transportation, housing and funding) • Consider addressing employees’ families in BCP Include IT, lines of business, HR and auditors in BCP Consider having alternate teams available © 2006 Digital CPE, LLC All rights reserved
  • 22. Lessons learned: Communication Problems: • Cell phone service out • No central point to call/view • No power = no phones • Communication with public safety agencies • Media relations What to do: • Satellite phones and/or out of area cell phones • Website bulletin board, group © 2006 Digital CPE, LLC All rights reserved
  • 23. Lessons learned: Data Problem: Tapes at risk • Location • Corrupted • Restoration What to do: • Offsite • Practice/test restoration © 2006 Digital CPE, LLC All rights reserved
  • 24. Lessons learned: Infrastructure Problems: • Storage in vulnerable locations • Structural damage: physical, mold What to do: • Store above ground/flood level • Pre-arrange for contractors • Assess vulnerabilities © 2006 Digital CPE, LLC All rights reserved
  • 25. Lessons learned: Hardware Problems: • No power • Service contracts • Ability to relocate What to do: • Plan or contract for replacement • Identify relocation and test © 2006 Digital CPE, LLC All rights reserved
  • 26. Resources Institute for Business and Home Safety www.ibhs.org US Dept. of Homeland Security www.ready.org IBM Global Services/Business and Continuity www-1.ibm.com/services/us/index.wss/itservice/bcrs/a1000411 Disaster Resource.com www.disaster-resource.com Disaster Recovery Journal www.drj.com © 2006 Digital CPE, LLC All rights reserved
  • 27. Getting started • Compile lists o Employees o Vendors o Assets  Physical, financial • Secure data/information systems • Risk assessment • Insurance • Plan © 2006 Digital CPE, LLC All rights reserved
  • 28. Q&A People First Backup Plan Practice © 2006 Digital CPE, LLC All rights reserved
  • 29. About the presenter Peter Lucash is the CEO of Digital CPE, a training, information and consulting firm. He is a former EMT and hospital administrator, and is an active instructor in business for online and ground universities. Help your community businesses prepare! Peter has also developed a hands on workshop for small businesses to develop a working disaster plan. In this half day session, attendees will start to work on their plan and leave with key elements in place and a task plan for completion. Call or email Peter at 843.402.0900 or peter@digitalcpe.com © 2006 Digital CPE, LLC All rights reserved