In most organizations, Disaster Recovery Planning is the quintessential complex, unfamiliar task. All Business Continuity Disaster Recovery Planning efforts need to encompass how employees will communicate, where they will go and how they will keep doing their jobs. But the critical point is that neither element can be ignored, and physical, IT and human resources plans cannot be developed in isolation from each other. The Disaster Recovery Plan (DRP) is that tool which can be used as a Disaster Planning Template for any size of enterprise. The Disaster Planning Template and supporting material have been updated to be Sarbanes-Oxley and HIPAA compliant. Preparation for Disaster Recovery and Business Continuity in light of SOX has two primary parts.
Disaster Recovery Business Continuity Template (WORD) - comes with the latest electronic forms and is fully compliant with all mandated US, EU, and ISO requirements. Included with the template are Electronic Forms which have been designed to lower the cost of maintenance of the plan.
Work Plan to modify and implement the template. Included is a list of deliverables for each task. Click on the link below to get the Disaster Planning and Business Continuity Planning Template full table of contents and selected sample pages now and make it part of your Disaster Recovery Planning toolkit. Testimonial -  Kelly Keeler - Martin's Point Health Care -I have received and I began using the template immediately.
Your disaster recovery plan needs to include policies and procedures for backup and restoration of individual computers and entire systems. Managing backup and recovery in today's environment is a multi-dimensional challenge with both near and long term business requirements. IT organizations of all sizes contend with a growing data footprint with more data to manage, protect, and preserve for longer periods of time.
The Backup and Backup Retention Policy Template has been used to create customized policies for well over 2,000 enterprises world wide. CIOs, CSO's, Disaster Recovery Managers, and Business Continuity Managers constantly are working to improve their recovery point objective (RPO) and recovery time objectives (RTO) by performing fast, non-disruptive backups, and data restoration. Accidental or malicious deletion of critical data - Requirement that provides the ability to quickly and easily restore individual files and folders. Data that is lost or corrupted over a period of time - Requirement to roll back individual records to fix  database corruptions. A crashed disk - Requirement to recover a disk volume is different than recovering a single file, but it should be done just as quickly, and with automation to help keep operational disruptions to a minimum.
Remote offices and branch offices - Requirement  to have a process in place to restore with minimal technical support as remote and branch offices often do not have the luxury of having an on-site technical resource to assist in backups and restores. Resource-intensive backup processes - Requirement frequent or even continuous backup that is not resource-intensive .
It is estimated by some that corporate data has grown by 25% in 2009 after several years of increases at two to three times that rate. Long-term data retention includes weekly, monthly or other long-term backup, primary backup copy of data, off-line copy of static or fixed content data, archive and strategic data preservation. A tape copy operation may be made locally and then physically transported to another location for safe off-site storage, or data may be replicated as part of the backup and data protection process to a remote VTL or tape library where a removable tape copy is made. 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. 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.
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. The following section details the elements in a DR plan in the sequence defined by ISO 27031 and ISO 24762.

Important: Best-in-class DR plans should begin with a few pages that summarise key action steps (such as where to assemble employees if forced to evacuate the building) and lists of key contacts and their contact information for ease of authorising and launching the plan.
Much of this pain is felt in backup and recovery, which must occur on three levels: item, site, and farm. The first is putting systems in place to completely protect all financial and other data required to meet the reporting regulations and to archive the data to meet future requests for clarification of those reports. Recent technological developments in disk backup have had a positive impact on short term data retention requirements. Online primary storage, has focus a on fast low latency, reliable access to data while near-line secondary storage has a focus on low cost and high capacity. This policy in concert with the Record Mangement Policy Template are must have Best Practices Tools for CIOs and IT professionals.
The ability to recover data from any previous point in time, and have it as granular as possible. When moving data between sites, it needs to be protected from potential security breaches.
The emphasis is on low cost, long-term durability, compatibility, and energy efficiency for lengthy data retention.
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. Then, you’ll need to establish recovery time objectives (RTOs) and recovery point objectives (RPOs). Here we’ll explain how to write a disaster recovery plan as well as how to develop disaster recovery strategies. 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. This process can be seen as a timeline, such as in Figure 2, in which incident response actions precede disaster recovery actions. 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. 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.
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. If you reside outside of the United States, you consent to having your personal data transferred to and processed in the United States. What's more, the myriad interconnected data, application and other resources that must be recovered after a disaster make recovery an exceptionally difficult and error-prone effort.
For some businesses, issues such as supply chain logistics are most crucial and are the focus on the plan. The second is to clearly and expressly document all these procedures so that in the event of a SOX audit, the auditors clearly see that the Disaster Recovery and Business Continuity Plan exists and appropriately protects the data and assets of the enterprise.. Long-term data retention requires a combination of ultra-low cost, good performance during storage and retrieval, and reduced footprint in terms of power, cooling, floor-space and economics - also known as a small green footprint - for inactive data. A breach of data security, whether actual damage is done or not, can be devastating to your company's reputation, as dozens of large enterprises and government agencies have found in recent years. Data and network bandwidth optimization techniques and technologies, including compression and deduplication among others, enable more data to be moved on available networks or to reduce networking requirements.
Key areas where alternate suppliers will be important include hardware (such as servers, racks, etc), power (such as batteries, universal power supplies, power protection, etc), networks (voice and data network services), repair and replacement of components, and multiple delivery firms (FedEx, UPS, etc). 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. If DR plans are to be invoked, incident response activities can be scaled back or terminated, depending on the incident, allowing for launch of the DR plans. The more detailed the plan is, the more likely the affected IT asset will be recovered and returned to normal operation. And since DR planning generates a significant amount of documentation, records management (and change management) activities should also be initiated. Even if you have never built a Disaster Recovery plan before, you can achieve great results. For others, information technology may play a more pivotal role, and the Business Continuity Disaster Recovery Plan may have more of a focus on systems recovery. They will have to either keep buying more storage - which means other budgeted items go unfunded -and deal with the increased operating costs associated with managing more devices, such as power, cooling, and data center space or reduce the amount of data retained, which could impact compliance, recovery service level agreements, and business intelligence initiatives.
From a green and economic efficiency standpoint, data staged off-line to tape consumes no energy while enabling exceptional performance during bulk restore operations.
This section defines the criteria for launching the plan, what data is needed and who makes the determination.
Technology DR plans can be enhanced with relevant recovery information and procedures obtained from system vendors. If your organisation already has records management and change management programmes, use them in your DR planning. Just follow the DR Template that Janco has created and you will have a functioning plan before you know it. Data deduplication approaches offer IT a hybrid alternative, which is to remove redundant content before it is ultimately stored - eliminating most of the downstream negative effects, which capacity would cause. Included within this part of the plan should be assembly areas for staff (primary and alternates), procedures for notifying and activating DR team members, and procedures for standing down the plan if management determines the DR plan response is not needed. Check with your vendors while developing your DR plans to see what they have in terms of emergency recovery documentation. If there is litigation, a potential legal hold can be placed on any or all data that might be pertinent to the lawsuit.
If it cannot be recovered and restored, the judge will, based on precedent, tell the jury to regard that failure as data that would be detrimental to their case. Data retention without consistent practiced policies of data destruction leads to massive liability risk. Also consider the impact of a staging server (usually a single server with disk space to restore the databases) in your data center. Keep in mind that SharePoint-specific backup toolsets don’t have the throughput of a SQL Server backup toolset.
Some data loses its value over time; refer to the Storage Networking Industry Association (SNIA) Data Policy model for details.
Disk costs are a small component; when you factor in performance degradation, staffing, backup software, and data center costs (air, power, space), the cost of having low-value data in SharePoint and SQL Server adds up. For example, Metalogix has a SharePoint tool that lets you use a simple Windows Explorer interface to browse content databases and retrieve content.
The test plan should be used during the proof of concept or pilot operation, running end-to-end tests, and for getting stakeholders to sign off physically. This involves quality checks to verify that backups complete without errors, restores complete without errors, and backup and recovery times and restore points meet SLAs.
Your tests should also check the logs and verify that the expected quantity of sites and data volumes was restored.
Often SharePoint backup and recovery toolsets require servers to be loaded with Windows Server and joined to the domain.

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