1. Disaster Recovery Planning For Charities David Watson Indigo

2. Introductions David Watson

Managing Director Indigo Group 3. IT Partner Milsted Langdon 4. IT Consultant Robson Taylor 5. Technical Consultant CompuAdd 6. Microsoft Qualified Professional 7. Prince 2 Project Manager

8. Agenda

What is Disaster Recovery Planning 9. Building Technology Recovery Plans 10. Managing Recovery Plans 11. Ten benefits of DR planning

12. What is DR Planning? 13. Getting started

Why is it important?

• • Fire 14. Flood 15. Snow 16. Security 17. Power failure 18. Pandemics 19. Strikes 20. Shortages 21. Terrorism

Real life

• • ?

22. 23. Getting started

Why is it important?

• • Fire 24. Flood 25. Snow 26. Security 27. Power failure 28. Pandemics 29. Strikes 30. Shortages 31. Terrorism

Real life

• • Taunton Fun Farm 32. ?

33. 34. Getting started

Why is it important?

• • Fire 35. Flood 36. Snow 37. Security 38. Power failure 39. Pandemics 40. Strikes 41. Terrorism

Real life

• • Taunton Fun Farm 42. Taunton Flood 2008 43. Twice in 2010 44. HMRC 45. Regular bi annual 46. Swine Flu 47. Fuel Drivers Strike 48. 7/7

49. Regulatory Requirements

Who is responsible for risk management in a charity? 50. The responsibility for the management and control of a charity rests with the trustee body and therefore their involvement in the key aspects of the risk management process is essential, particularly in setting the parameters of the process and reviewing and considering the results. 51. What are the legal requirements for charities in relation to risk management? 52. Charities that are required by law to have their accounts audited must make a risk management statement in their trustees' annual report confirming that '...the charity trustees have given consideration to the major risks to which the charity is exposed and satisfied themselves that systems or procedures are established in order to manage those risks.'(Charities (Accounts and Reports) Regulations 2008 53. Major risks are those risks that have a major impact and a probable or highly probable likelihood of occurring. If they occurred they would have a major impact on some or all of the following areas:

• • governance; 54. operations; 55. finances; 56. environmental or external factors such as public opinion or relationship with funders; 57. a charity's compliance with law or regulation.

58. Positive Impact of DR Planning

Improved Business processes 59. Improved Technology 60. Fewer Disruptions 61. Higher quality services

62. Building your plan

Build a team 63. Identify Critical services 64. Determine dependencies 65. Establish Maximum tolerable disruption 66. Check if expectations are feasible

67. Putting it into Practice

Disaster declaration procedure 68. Emergency Contact lists and trees 69. Damage Assessment procedures 70. System recovery procedure 71. Transition to normal operations

72. Managing your Plan

Testing

• Paper tests 73. Walkthrough tests 74. Parallel testing 75. Cut-over testing

Updating

• Technology Changes 76. Business Changes 77. Personnel Changes 78. External Changes

79. Ten Benefits of DR Planning

Improved chances of surviving The Big One 80. Move up the Maturity Ladder 81. Improve your processes 82. Improve your technology 83. Higher availability of systems 84. Reducing Disruptive events 85. Reduced insurance premiums 86. Understanding your organisation better 87. Complying with Regulatory environment 88. Better quality service to your customers

89. Over to you...