Learn how to develop disaster recovery strategies as well as how to write a disaster recovery plan with these step-by-step instructions. Formulating a detailed recovery plan is the main aim of the entire IT disaster recovery planning project. In addition to using the strategies previously developed, IT disaster recovery plans should form part of an incident response process that addresses the initial stages of the incident and the steps to be taken. It is in these plans that you will set out the detailed steps needed to recover your IT systems to a state in which they can support the business after a disaster.
The next section should define roles and responsibilities of DR recovery team members, their contact details, spending limits (for example, if equipment has to be purchased) and the limits of their authority in a disaster situation. Based on the findings from incident response activities, the next step is to determine if disaster recovery plans should be launched, and which ones in particular should be invoked. A section on plan document dates and revisions is essential, and should include dates of revisions, what was revised and who approved the revisions. Once the plan has been launched, DR teams take the materials assigned to them and proceed with response and recovery activities as specified in the plans. These are essential in that they ensure employees are fully aware of DR plans and their responsibilities in a disaster, and DR team members have been trained in their roles and responsibilities as defined in the plans. Then define step-by-step procedures to, for example, initiate data backup to secure alternate locations, relocate operations to an alternate space, recover systems and data at the alternate sites, and resume operations at either the original site or at a new location.
Here we can see the critical system and associated threat, the response strategy and (new) response action steps, as well as the recovery strategy and (new) recovery action steps. This section should specify who has approved the plan, who is authorised to activate it and a list of linkages to other relevant plans and documents. And since DR planning generates a significant amount of documentation, records management (and change management) activities should also be initiated. Technology DR plans can be enhanced with relevant recovery information and procedures obtained from system vendors.
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Disaster recovery risk assessment and business impact analysis (BIA) are crucial steps in the development of a disaster recovery plan. To do that, let us remind ourselves of the overall goals of disaster recovery planning, which are to provide strategies and procedures that can help return IT operations to an acceptable level of performance as quickly as possible following a disruptive event. Once this work is out of the way, you’re ready to move on to developing disaster recovery strategies, followed by the actual plans.
Once you have identified your critical systems, RTOs, RPOs, etc, create a table, as shown below, to help you formulate the disaster recovery strategies you will use to protect them. Once your disaster recovery strategies have been developed, you’re ready to translate them into disaster recovery plans.
Located at the end of the plan, these can include systems inventories, application inventories, network asset inventories, contracts and service-level agreements, supplier contact data, and any additional documentation that will facilitate recovery. No media outlet – or any outlet for that matter – has so much objective, focused evergreen technical content covering the storage, backup and disaster recovery planning markets. We take main topics like storage networking, backup and disaster recovery and break them down to targeted topics like SSD applications, data deduplication and off-site replication. There are more than 9,000 articles on disaster recovery planning in our storage network, and users take more than 907,316 actions on the topic in 12 months. Check with your vendors while developing your DR plans to see what they have in terms of emergency recovery documentation. Having established our mission, and assuming we have management approval and funding for a disaster recovery initiative, we can establish a project plan.
As you can see from The IT Disaster Recovery Lifecycle illustration, the IT disaster recovery process has a standard process flow. This is a serious business and one that companies integrate into their disaster recovery (DR) strategies for one very simple reason: survival.


Procedures should ensure an easy-to-use and repeatable process for recovering damaged IT assets and returning them to normal operation as quickly as possible. The more detailed the plan is, the more likely the affected IT asset will be recovered and returned to normal operation. A disaster recovery project has a fairly consistent structure, which makes it easy to organise and conduct plan development activity. Following the BIA and risk assessment, the next steps are to define, build and test detailed disaster recovery plans that can be invoked in case disaster actually strikes the organisation’s critical IT assets.
Then, you’ll need to establish recovery time objectives (RTOs) and recovery point objectives (RPOs). This process can be seen as a timeline, such as in Figure 2, in which incident response actions precede disaster recovery actions. Detailed response planning and the other key parts of disaster recovery planning, such as plan maintenance, are, however, outside the scope of this article so let us get back to looking at disaster recovery risk assessment and business impact assessment in detail.
Our unmatched topical depth outlined below matches the very specific information needs of storage pros from Backup Software to Disaster Recovery Planning to Continuous Data Protection and more. Here we’ll explain how to write a disaster recovery plan as well as how to develop disaster recovery strategies. Those events with the highest risk factor are the ones your disaster recovery plan should primarily aim to address.
Depending on your business size and scale, this can involve a separate facility that is effectively a clone of the disaster stricken site, that’s kept on ice for when the nightmares begin.
But, before we look at them in detail, we need to locate disaster recovery risk assessment and business impact assessment in the overall planning process. Such plans provide a step-by-step process for responding to a disruptive event with steps designed to provide an easy-to-use and repeatable process for recovering damaged IT assets to normal operation as quickly as possible.



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