Disaster Recovery A Complete Guide - 2020 Edition

Disaster Recovery

Complete Self-Assessment Guide

The guidance in this Self-Assessment is based on Disaster Recovery best practices and standards in business process architecture, design and quality management. The guidance is also based on the professional judgment of the individual collaborators listed in the Acknowledgments.

Notice of rights

You are licensed to use the Self-Assessment contents in your presentations and materials for internal use and customers without asking us - we are here to help.

All rights reserved for the book itself: this book may not be reproduced or transmitted in any form by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of the publisher.

The information in this book is distributed on an As Is basis without warranty. While every precaution has been taken in the preparation of he book, neither the author nor the publisher shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this book or by the products described in it.

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Copyright © by The Art of Service

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About The Art of Service

The Art of Service, Business Process Architects since 2000, is dedicated to helping stakeholders achieve excellence.

Defining, designing, creating, and implementing a process to solve a stakeholders challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.

Unless you’re talking a one-time, single-use project, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions.

Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

With The Art of Service’s Standard Requirements Self-Assessments, we empower people who can do just that — whether their title is marketer, entrepreneur, manager, salesperson, consultant, Business Process Manager, executive assistant, IT Manager, CIO etc... —they are the people who rule the future. They are people who watch the process as it happens, and ask the right questions to make the process work better.

Contact us when you need any support with this Self-Assessment and any help with templates, blue-prints and examples of standard documents you might need:

http://theartofservice.com

[email protected]

Included Resources - how to access

Included with your purchase of the book is the Disaster Recovery Self-Assessment Spreadsheet Dashboard which contains all questions and Self-Assessment areas and auto-generates insights, graphs, and project RACI planning - all with examples to get you started right away.

How? Simply send an email to

[email protected]

with this books’ title in the subject to get the Disaster Recovery Self Assessment Tool right away.

You will receive the following contents with New and Updated specific criteria:

•The latest quick edition of the book in PDF

•The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

•The Self-Assessment Excel Dashboard, and...

•Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

•In-depth specific Checklists covering the topic

•Project management checklists and templates to assist with implementation

INCLUDES LIFETIME SELF ASSESSMENT UPDATES

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Get it now- you will be glad you did - do it now, before you forget.

Send an email to [email protected] with this books’ title in the subject to get the Disaster Recovery Self Assessment Tool right away.

Purpose of this Self-Assessment

This Self-Assessment has been developed to improve understanding of the requirements and elements of Disaster Recovery, based on best practices and standards in business process architecture, design and quality management.

It is designed to allow for a rapid Self-Assessment to determine how closely existing management practices and procedures correspond to the elements of the Self-Assessment.

The criteria of requirements and elements of Disaster Recovery have been rephrased in the format of a Self-Assessment questionnaire, with a seven-criterion scoring system, as explained in this document.

In this format, even with limited background knowledge of Disaster Recovery, a manager can quickly review existing operations to determine how they measure up to the standards. This in turn can serve as the starting point of a ‘gap analysis’ to identify management tools or system elements that might usefully be implemented in the organization to help improve overall performance.

How to use the Self-Assessment

On the following pages are a series of questions to identify to what extent your Disaster Recovery initiative is complete in comparison to the requirements set in standards.

To facilitate answering the questions, there is a space in front of each question to enter a score on a scale of ‘1’ to ‘5’.

1 Strongly Disagree

2 Disagree

3 Neutral

4 Agree

5 Strongly Agree

Read the question and rate it with the following in front of mind:

‘In my belief,

the answer to this question is clearly defined’.

There are two ways in which you can choose to interpret this statement;

1.how aware are you that the answer to the question is clearly defined

2.for more in-depth analysis you can choose to gather evidence and confirm the answer to the question. This obviously will take more time, most Self-Assessment users opt for the first way to interpret the question and dig deeper later on based on the outcome of the overall Self-Assessment.

A score of ‘1’ would mean that the answer is not clear at all, where a ‘5’ would mean the answer is crystal clear and defined. Leave emtpy when the question is not applicable or you don’t want to answer it, you can skip it without affecting your score. Write your score in the space provided.

After you have responded to all the appropriate statements in each section, compute your average score for that section, using the formula provided, and round to the nearest tenth. Then transfer to the corresponding spoke in the Disaster Recovery Scorecard on the second next page of the Self-Assessment.

Your completed Disaster Recovery Scorecard will give you a clear presentation of which Disaster Recovery areas need attention.

Disaster Recovery

Scorecard Example

Example of how the finalized Scorecard can look like:

Disaster Recovery

Scorecard

Your Scores:

BEGINNING OF THE

SELF-ASSESSMENT:

Table of Contents

About The Art of Service11

Included Resources - how to access11

Purpose of this Self-Assessment13

How to use the Self-Assessment14

Disaster Recovery

Scorecard Example16

Disaster Recovery

Scorecard17

BEGINNING OF THE

SELF-ASSESSMENT:18

CRITERION #1: RECOGNIZE19

CRITERION #2: DEFINE:28

CRITERION #3: MEASURE:43

CRITERION #4: ANALYZE:52

CRITERION #5: IMPROVE:69

CRITERION #6: CONTROL:79

CRITERION #7: SUSTAIN:95

Disaster Recovery and Managing Projects, Criteria for Project Managers:140

1.0 Initiating Process Group: Disaster Recovery141

1.1 Project Charter: Disaster Recovery143

1.2 Stakeholder Register: Disaster Recovery145

1.3 Stakeholder Analysis Matrix: Disaster Recovery146

2.0 Planning Process Group: Disaster Recovery148

2.1 Project Management Plan: Disaster Recovery151

2.2 Scope Management Plan: Disaster Recovery153

2.3 Requirements Management Plan: Disaster Recovery155

2.4 Requirements Documentation: Disaster Recovery157

2.5 Requirements Traceability Matrix: Disaster Recovery159

2.6 Project Scope Statement: Disaster Recovery161

2.7 Assumption and Constraint Log: Disaster Recovery163

2.8 Work Breakdown Structure: Disaster Recovery165

2.9 WBS Dictionary: Disaster Recovery167

2.10 Schedule Management Plan: Disaster Recovery169

2.11 Activity List: Disaster Recovery171

2.12 Activity Attributes: Disaster Recovery173

2.13 Milestone List: Disaster Recovery175

2.14 Network Diagram: Disaster Recovery177

2.15 Activity Resource Requirements: Disaster Recovery179

2.16 Resource Breakdown Structure: Disaster Recovery181

2.17 Activity Duration Estimates: Disaster Recovery183

2.18 Duration Estimating Worksheet: Disaster Recovery185

2.19 Project Schedule: Disaster Recovery187

2.20 Cost Management Plan: Disaster Recovery189

2.21 Activity Cost Estimates: Disaster Recovery191

2.22 Cost Estimating Worksheet: Disaster Recovery193

2.23 Cost Baseline: Disaster Recovery195

2.24 Quality Management Plan: Disaster Recovery197

2.25 Quality Metrics: Disaster Recovery199

2.26 Process Improvement Plan: Disaster Recovery201

2.27 Responsibility Assignment Matrix: Disaster Recovery203

2.28 Roles and Responsibilities: Disaster Recovery205

2.29 Human Resource Management Plan: Disaster Recovery207

2.30 Communications Management Plan: Disaster Recovery209

2.31 Risk Management Plan: Disaster Recovery211

2.32 Risk Register: Disaster Recovery213

2.33 Probability and Impact Assessment: Disaster Recovery215

2.34 Probability and Impact Matrix: Disaster Recovery217

2.35 Risk Data Sheet: Disaster Recovery219

2.36 Procurement Management Plan: Disaster Recovery221

2.37 Source Selection Criteria: Disaster Recovery223

2.38 Stakeholder Management Plan: Disaster Recovery225

2.39 Change Management Plan: Disaster Recovery227

3.0 Executing Process Group: Disaster Recovery229

3.1 Team Member Status Report: Disaster Recovery231

3.2 Change Request: Disaster Recovery233

3.3 Change Log: Disaster Recovery235

3.4 Decision Log: Disaster Recovery237

3.5 Quality Audit: Disaster Recovery239

3.6 Team Directory: Disaster Recovery242

3.7 Team Operating Agreement: Disaster Recovery244

3.8 Team Performance Assessment: Disaster Recovery246

3.9 Team Member Performance Assessment: Disaster Recovery248

3.10 Issue Log: Disaster Recovery250

4.0 Monitoring and Controlling Process Group: Disaster Recovery252

4.1 Project Performance Report: Disaster Recovery254

4.2 Variance Analysis: Disaster Recovery256

4.3 Earned Value Status: Disaster Recovery258

4.4 Risk Audit: Disaster Recovery260

4.5 Contractor Status Report: Disaster Recovery262

4.6 Formal Acceptance: Disaster Recovery264

5.0 Closing Process Group: Disaster Recovery266

5.1 Procurement Audit: Disaster Recovery268

5.2 Contract Close-Out: Disaster Recovery270

5.3 Project or Phase Close-Out: Disaster Recovery272

5.4 Lessons Learned: Disaster Recovery274

Disaster Recovery and Managing Projects, Criteria for Project Managers:276

1.0 Initiating Process Group: Disaster Recovery277

1.1 Project Charter: Disaster Recovery279

1.2 Stakeholder Register: Disaster Recovery281

1.3 Stakeholder Analysis Matrix: Disaster Recovery282

2.0 Planning Process Group: Disaster Recovery284

2.1 Project Management Plan: Disaster Recovery286

2.2 Scope Management Plan: Disaster Recovery288

2.3 Requirements Management Plan: Disaster Recovery290

2.4 Requirements Documentation: Disaster Recovery292

2.5 Requirements Traceability Matrix: Disaster Recovery294

2.6 Project Scope Statement: Disaster Recovery296

2.7 Assumption and Constraint Log: Disaster Recovery298

2.8 Work Breakdown Structure: Disaster Recovery300

2.9 WBS Dictionary: Disaster Recovery302

2.10 Schedule Management Plan: Disaster Recovery304

2.11 Activity List: Disaster Recovery306

2.12 Activity Attributes: Disaster Recovery308

2.13 Milestone List: Disaster Recovery310

2.14 Network Diagram: Disaster Recovery312

2.15 Activity Resource Requirements: Disaster Recovery314

2.16 Resource Breakdown Structure: Disaster Recovery316

2.17 Activity Duration Estimates: Disaster Recovery318

2.18 Duration Estimating Worksheet: Disaster Recovery320

2.19 Project Schedule: Disaster Recovery322

2.20 Cost Management Plan: Disaster Recovery324

2.21 Activity Cost Estimates: Disaster Recovery326

2.22 Cost Estimating Worksheet: Disaster Recovery328

2.23 Cost Baseline: Disaster Recovery330

2.24 Quality Management Plan: Disaster Recovery332

2.25 Quality Metrics: Disaster Recovery334

2.26 Process Improvement Plan: Disaster Recovery336

2.27 Responsibility Assignment Matrix: Disaster Recovery338

2.28 Roles and Responsibilities: Disaster Recovery340

2.29 Human Resource Management Plan: Disaster Recovery342

2.30 Communications Management Plan: Disaster Recovery344

2.31 Risk Management Plan: Disaster Recovery346

2.32 Risk Register: Disaster Recovery348

2.33 Probability and Impact Assessment: Disaster Recovery350

2.34 Probability and Impact Matrix: Disaster Recovery352

2.35 Risk Data Sheet: Disaster Recovery354

2.36 Procurement Management Plan: Disaster Recovery356

2.37 Source Selection Criteria: Disaster Recovery358

2.38 Stakeholder Management Plan: Disaster Recovery360

2.39 Change Management Plan: Disaster Recovery362

3.0 Executing Process Group: Disaster Recovery364

3.1 Team Member Status Report: Disaster Recovery366

3.2 Change Request: Disaster Recovery368

3.3 Change Log: Disaster Recovery370

3.4 Decision Log: Disaster Recovery372

3.5 Quality Audit: Disaster Recovery374

3.6 Team Directory: Disaster Recovery377

3.7 Team Operating Agreement: Disaster Recovery379

3.8 Team Performance Assessment: Disaster Recovery381

3.9 Team Member Performance Assessment: Disaster Recovery383

3.10 Issue Log: Disaster Recovery385

4.0 Monitoring and Controlling Process Group: Disaster Recovery387

4.1 Project Performance Report: Disaster Recovery389

4.2 Variance Analysis: Disaster Recovery391

4.3 Earned Value Status: Disaster Recovery393

4.4 Risk Audit: Disaster Recovery395

4.5 Contractor Status Report: Disaster Recovery397

4.6 Formal Acceptance: Disaster Recovery399

5.0 Closing Process Group: Disaster Recovery401

5.1 Procurement Audit: Disaster Recovery403

5.2 Contract Close-Out: Disaster Recovery406

5.3 Project or Phase Close-Out: Disaster Recovery408

5.4 Lessons Learned: Disaster Recovery410

Index412

CRITERION #1: RECOGNIZE

INTENT: Be aware of the need for change. Recognize that there is an unfavorable variation, problem or symptom.

In my belief, the answer to this question is clearly defined:

5 Strongly Agree

4 Agree

3 Neutral

2 Disagree

1 Strongly Disagree

1. Will a response program recognize when a crisis occurs and provide some level of response?

<--- Score

2. What are the stakeholder objectives to be achieved with Disaster Recovery?

<--- Score

3. To what extent would your organization benefit from being recognized as a award recipient?

<--- Score

4. Why do you need a public information campaign?

<--- Score

5. How would your organizations business continuity or disaster recovery service provider measure up in the event of a disaster?

<--- Score

6. What problems does cloud computing solve?

<--- Score

7. Are there specific technical issues driving the requirements, as Backup or Disaster