disaster planning for small businesses - for recording

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OMG! OMG!‘Canes, Quakes, Wind and Fire

Disaster Planning and Preparation for the Small Business

Presented by:

Peter D. Lucash

1© 2015 Digital CPE, LLC All rights reserved

2© 2015 Digital CPE, LLC All rights reserved

Common Threats

3

© 2015 Digital CPE, LLC All rights reserved

Business disaster and continuity planning

Anticipate risks to businessHow long could you afford to go without operating?How would you continue?This is a business function, not just ITPlan and testInclude business partners

4© 2015 Digital CPE, LLC All rights reserved

Risk Assessment

FireWind/ Severe weatherTerrorismPandemicAccident

5© 2015 Digital CPE, LLC All rights reserved

How frequent are disasters? 22% Hardware failure18% Utilities failure15% Deliberate/Malicious actions12% Building loss, denial, loss of access 9% Software failure 8% Natural disasters 7% Security breaches 6% Human errors 4% Personnel loss

Source: Shoreland Solutions

6© 2015 Digital CPE, LLC All rights reserved

Real Lessons(from Peak 10)

Staff may not relocate or be availableThe “declare” decision is difficultSituation not anticipated – Murphy’s Law at its best Larger call or transaction volumes than planned forSomething will go wrong……and at the worst possible time.

7© 2015 Digital CPE, LLC All rights reserved

Four Facets

PeopleCommunicationWorkplaceStuff

8© 2015 Digital CPE, LLC All rights reserved

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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 needs?

© 2015 Digital CPE, LLC All rights reserved

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Communication

Contact listsToolsRemote access

© 2015 Digital CPE, LLC All rights reserved

Contact Card - StaffEmployee/Contractor Contact

Card Date:

Name: Title:

Street Address: Office Phone:

City/State/Zip: Home Phone:

Cell or Pager: Email:

Alternate: Evacuation Destination:

Notes:

11© 2015 Digital CPE, LLC All rights reserved

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Record Card - Vendor

Ph:24 HrFax:Other:

Notes:

Contact:

Alternate:

City/State/Zip:

Street Address:

Vendor:

Product/Service:

© 2015 Digital CPE, LLC All rights reserved

Workplace

Staff needs a physical place to workPowerAccessServices

13© 2015 Digital CPE, LLC All rights reserved

Customer Care

Current listA/RContactCommunicateRestock/re-engage

14© 2015 Digital CPE, LLC All rights reserved

Build the plan – share the plan

Ask questionsGather informationMake decisionsWhat if?

15© 2015 Digital CPE, LLC All rights reserved

16© 2015 Digital CPE, LLC All rights reserved

Evacuation

Backup Print contact listsPrinted A/P and A/R Select destination and alternates in advance – RESERVATIONS!Assist employeesNotify customers/vendors/others

To Review:

People FirstPreserve: Back it up and get it out

Plan Practice

17© 2015 Digital CPE, LLC All rights reserved

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What now? When I get to my office I’m going to:

Compile listsEmployeesVendorsAssets

Physical, financialSecure data/information systemsRisk assessmentInsurancePlan

© 2015 Digital CPE, LLC All rights reserved

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About Peter LucashPeter Lucash is the CEO of Digital CPE, a training, information and consulting firm. He is a former EMT and hospital administrator. He bring his 30 years of business experience to his work as a teacher, consultant and facilitator. Peter is an active professor teaching business, leadership and entrepreneurship for several institutions, including Northeastern University and the College of Charleston. Help your community businesses prepare! Peter leads 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.  Your organization – a chamber of commerce, emergency management agency, public safety, economic development, a bank, CPA firm, law firm – can host and sponsor this workshop and can leverage this workshop as a marketing tool to reach small business customers.

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

© 2015 Digital CPE, LLC All rights reserved

If we can help:Workshops – Speaking -

InformationPeter D. LucashDigital CPE, LLCPO Box 31877Charleston, SC 29417

Email: peter@digitalcpe.comCall: 843-402-0900URL: www.digitalcpe.com

© 2015 Digital CPE, LLC All rights reserved 20

Peter leads this presentation and hands on “pen to paper” workshop

for attendees to begin work on their own plan. Contact us to schedule this vital training in your

community!

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