Disaster Recovery Teleseminar

CALL-IN INFORMATION: THURSDAY, FEBRUARY 17, 2011 Eastern Time – 12pm Central Time – 11am Mountain Time – 10am Pacific Time – 9am 1. Dial-In Conference Number: 1- 816-410-7493 2. Enter the Conference Bridge Number: 343226# 3. We will respect your time by starting and ending on time.

Mark M. Fallon, CMDSM Barbara A. Knight, CMDSM

The Berkshire Company www.berkshire-company.com

Overview
• Definitions and key concepts • Steps included in building a DR plan • Reviewing and testing the DR plan • Outsourcing disaster recovery • After Action Review

Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.berkshire-company.com

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• Disaster Recovery and Contingency Planning are tactical – and are part of an overall Business Continuity plan. Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www. policies and procedures to prepare for the recovery and continuation of critical operations after a disaster • Disaster types: – Natural disasters – Human-generated events Business Continuity • Strategic and tactical plans to continue business operations at a normal level.Disaster Recovery • Definition: Process.com 2 .berkshire-company.

berkshire-company. other vendors • Review Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.com 3 .Risk Analysis • Two aspects: – Quantification of threats – Probability of occurrence • Resources include: – Company/agency security – Local law enforcement – USPS Inspection Service Building a Disaster Recovery Plan • Occupant Emergency Plan • Evaluate Applications • Employees Review • Equipment Review • IT Systems • Communications Plan Section • Alternative Sites • Carriers – USPS.

but may be available elsewhere Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.com 4 .berkshire-company.Occupant Emergency Plan • How you safely evacuate and assist people during an emergency • Includes: – Declaration of an emergency – Accounting for all employees and visitors – Evacuation routes and rally points – Assisting people who need help – Securing facility – “Go kit” Evaluate Applications • Critical – agency needs the mail/documents to complete its work • Important – the mail/documents have a major impact on the agency • Routine – the information is used.

berkshire-company.Employees • Succession Planning • Transportation • Workspace Needs • Communication • Personal/family needs Equipment • Can the backup equipment handle the critical and important applications? • How are you going to get service? • What is your vendor’s plan? • Have you planned for transition to full capacity? Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.com 5 .

com 6 . Facilities) Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.berkshire-company.IT Systems • Phone lines/cell phones • Connections to system • data files • print files • E-mail Communications • Employees • Internal Customers • External Customers • Vendors • Support staff (IT.

berkshire-company.Call Tree Manager Mail Center Supervisor I Supervisor II Supervisor III Employee Group 1 Equipment Vendor Employee Group II US Postal Service Employee Group III Customers Alternative Site • “Cold” site • “Warm” site • “Hot” site • Vendor site Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.com 7 .

com 8 .United States Postal Service • New delivery address • New pick-up location • New deposit location • Permits • Postage accounts Other Vendors • Carriers – UPS. DHL • Presort vendor • Couriers • Supply Providers • Service Providers Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.berkshire-company. FedEx.

testing and review DR Plans and Standard Operating Procedures • Similar.berkshire-company.com 9 . but different • Similarities: – Overview – Operations Section – Administrative Section – Contact List Section – Employee Resource Section • Difference – specific instructions Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.Review and Testing the DR Plan • Plan should be reviewed and tested regularly • Responsibility for assessment should be assigned to a single person • Funds need to be allocated for support.

including testing.berkshire-company.Outsourcing Disaster Recovery • Operations Disaster Recovery Sources: – Equipment vendors – Service providers – Disaster Recovery Firms • Understand capabilities and limitations • Responsibility for plan. remains with the operations manager DR Plan Templates • Start internally: – Disaster Recovery Team – IT – Security • External – similar in focus to SOPs Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www.com 10 .

berkshire-company.com Copyright ©2011 Mark Fallon The Berkshire Company “The best kept secret in the mailing industry” www. CMDSM President & CEO The Berkshire Company www.After Action Review (AAR) • Includes: – What happened? – What do people think happened? – What worked well? – What didn’t work well? – What are you going to change? • Publish report and draft project to update DR Plan Questions? Mark Fallon.com 11 .berkshire-company.

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