Business Continuity Planning (BCP) & Disaster Recovery (DR) Templates (Excel XLSX)

This Excel document provides a set of templates to capture data and analysis when conducting a Business Continuity Planning (BCP) and Disaster Recovery (DR) project for any size organization. These templates were originally developed for a large, international enterprise with locations in multiple geographies.

This workbook contains 5 sections:

Business Impact Ratings – This sheet captures every critical business process (CBP), as identified by their respective owners, within the organization. For each CBP, important information is captured: e.g. impact analysis, tier rating, dependencies, and critical times.

Current State Inventory – This sheet provides a high-level snapshot of the organization's readiness to respond to a crisis or emergency. Information to be inventoried includes alternate work sites, laptops, remote access connections, Blackberries, DR plans, BCPs, and phone trees.

Inventory and Assessment – This template captures important emergency contact and facility information for all domestic and international sites within the organization.

Findings Report – This spreadsheet outlines all findings and issues within the organization, as identified through the BCP evaluation process. Each such finding is associated with a risk type; analyzed for possible remediation; associated with department(s); associated with critical business processes (as identified in Business Impact Ratings); and rated on several measures of risk, urgency, and cost to remediate.

Risk Category Definitions – Each BCP finding is categorized within a defined set of 16 risk types to facilitate the analysis of similar findings and risks. These risk category definitions are captured in this spreadsheet.

This comprehensive toolkit also includes detailed sections for capturing critical business process dependencies and impact analyses, ensuring that no aspect of your organization's continuity is overlooked. The templates facilitate the identification of alternate work sites and remote access capabilities, essential for maintaining operations during disruptions. Each section is meticulously designed to support thorough data collection and analysis, providing a robust framework for assessing and mitigating risks. This resource is indispensable for executives aiming to fortify their organization's resilience against unforeseen events.