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Small Business Disaster Recovery and Continuity Planning

Build a recovery plan around business tasks, recovery time, acceptable data loss, backup ownership and a controlled restore exercise.

Stock photograph of a team working together with laptops

A disaster recovery plan explains how to restore technology. A business continuity plan explains how the company keeps essential work moving while something is unavailable. Write them together: a restored server is not a successful recovery if staff cannot sign in or complete the job it supports.

Choose the work that must resume first

Start with three essential tasks, such as taking orders, serving scheduled clients and paying employees. For each, record the people, applications, data, internet connection, identity service and outside vendors it depends on. Ask the business owner what delay is tolerable.

  • Recovery time objective: the target time to restore a defined function.
  • Recovery point objective: the amount of data loss, measured in time, the business is prepared to tolerate.

These are planning targets until the design and testing show what is achievable. A backup frequency alone does not establish the time needed to bring a whole workflow back.

List what the backup actually covers

Record which computers, servers and cloud workloads are included, how long versions are retained and who can delete or restore them. Identify anything held only on a local desktop or personal account. Keep backup administration appropriately separated from ordinary user access.

Prepare instructions that remain available

Keep approved emergency contacts and recovery instructions accessible if the normal account or office is unavailable. State who can approve restoration, contact a vendor and communicate with customers. Do not place unprotected passwords in a general contact sheet.

Run a controlled exercise

  1. Select a representative file or application and define the expected result.
  2. Restore into a safe test location without overwriting current business data.
  3. Have an authorized user verify that the recovered material is usable.
  4. Record elapsed time, dependencies, errors and any manual work.
  5. Update the plan and schedule the next exercise based on risk and changes.

Also walk through loss of internet or access to the office. A continuity exercise may reveal a need for a paper process, an alternate authorized work location or a different escalation contact.

Turn the results into a service scope

IT MGMT can help assess backup and recovery needs through cloud solutions, managed IT and project consulting. Bring your application list, current backup reports and business priorities. Confirm licenses, storage, retention and testing responsibilities in the agreement.

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