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Business Continuity Plan: To Dos

The key to your successful navigation of a crisis will be your people and your main goal is to get them the instructions, training and tools to be able to do the job when that unfortunate time comes.[1]
 
To Dos
  • Focus on keeping your law firm running, not just the computers![2]
  • Focus on practical issues and whether your Business Continuity Plan will ultimately be workable.[3]
  • Write your Business Continuity Plan as “guidelines” rather than excessive detail[4] - keep the plan simple and understandable.
  • Your Business Continuity Plan should set forth a schedule of who does what.[5]
  • Communicate your Business Continuity Plan to all staff!  There is no point in having a Business Continuity Plan, if all staff are unaware of the procedures and steps to take in an emergency.
  • Identify staff who will play key roles in the disaster recovery.  Ensure that you appoint backup staff in case these key staff are unavailable.[6]
*Some people react better than others in a crisis situation, identify them.
  • Run fire drills.
  • Send selected staff for training in handling disasters/crisis.
  • Have dry runs and tests with staff on your Business Continuity Plan.  Give your staff a chance to learn the skills that they will need and to practice enough to be comfortable.[7]
  • Keep your Business Continuity Plan updated.  Although it would seem a challenging feat depending on the size of your firm and number of staff, it is important that you review and revise your Business Continutity Plan at least once a year.  Otherwise, it may be useless when you need it most.[8]
  • Establish a rally point a safe distance away from your office so you can confirm that everyone is accounted for.
*Your staff are your firm’s most precious resource![9]
  • Create a disaster recovery file that includes photocopies of important materials, printouts of client information, tech support telephone numbers, serial numbers of all hardware and office equipment, and other pertinent information.
*A physical file makes it more convenient to drop in new or updated information when you buy new software or hire a new employee, instead of putting it aside with good intentions.
 
*Include a printout of the office calendar and update it regularly.  Make at least two copies of both the plan and the file.  Store one in the office, and one offsite.[10]
  • Identify alternative manual procedures to perform critical functions normally handled by computers.[11]
  • Restore your backups and see what really happens.
  • Prepare a list for emergency preparedness – flashlights, water, food, blankets, toilet facilities.
  • Have a written succession plan!  A clear plan for succession can help the firm survive, and can smoothen the transition, should a primary ‘rainmaker’ or managing partner dies.[12]
Your law firm can, and even may, survive a disaster without a Business Continuity Plan, but having one clearly will increase your chances of success.[13]  The biggest of impact of a “accident/disaster” would be on your firm’s cash flow: billable hours will be lost, staff morale may be affected thus affecting productivity, the longer your firm’s recovery time, the more likely your clients are to take their business elsewhere.
 

[1] Dennis Kennedy, ‘Ten Tips for Dealing with Disaster Recovery and Business Continuity Issues’, Law Practice Today, October 2005, page 2 <http://www.abanet.org/lpm/lpt/articles/ mgt10053.html> (cited henceforth as Dennis Kennedy)
[2] Duitch & Oppelt, page 1
[3] Duitch & Oppelt, page 1
[4] Ibid.
[5] Wells H Anderson, ‘Learning to Crawl: Relocation Coping Strategies’, GP Solo, December 2006, page 1 <http://www.abanet.org/genpractice/magazine/2006/dec/learningtocrawl.html>
[6] 6 Dennis Kennedy, page 1
[7] Dennis Kennedy, page 2
[8] Ed Poll, ‘Notifying the People Around You’, GP Solo, December 2006, page 1 <http://www.abanet.org/genpractice/magazine/2006/dec/notifyingthepeople.html>
[9] Bruce Dorner, page 2
[10] Rose & Calloway, page 2
[11] Duitch & Oppelt, page 1
[12] 2 Edward Poll, ‘Disaster Planning After the Apocalypse’, Law Practice Today, October 2005, page 1 <http://www.abanet.org/lpm/lpt/articles/mtt10051.html>
[13] Rose & Calloway, page 1