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Testing and Exercising

The document provides guidance on auditing, testing, and exercising crisis management plans. It discusses checking if plans are up to date and roles are clear, testing key areas of plans, making tests realistic, and using debriefs to improve plans.

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13 views

Testing and Exercising

The document provides guidance on auditing, testing, and exercising crisis management plans. It discusses checking if plans are up to date and roles are clear, testing key areas of plans, making tests realistic, and using debriefs to improve plans.

Uploaded by

suryo saputro
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 16

Testing and Exercising

Ian Pidgen
Director, Kingswell International

Singapore London Australia


3 International Business Park 60 Lombard Street 530 Little Collins Street, Level 1
Tel: +65 6899 5030 Tel: +44 (0)20 7129 1222 Tel: +61 3 9909 7310
[email protected]

Do not copy or redistribute without written consent of Clariden Global and faculty
Auditing your Plan
• Is there an understanding of the corporate Crisis Management
Plans

• Are Crisis Management responsibilities clear?

• Is Crisis Management included in statements and notions of


corporate governance?

• Is Crisis Management included in strategic planning processes?

• Is the Crisis Management capability supported by a dedicated


budget?

• Is there a crisis/emergency procedures policy/manual.


2
Check
• Is the plan kept up to-date. Version Control (quarterly)

• Are there designated crisis/emergency teams?

• Has their response been tested?

• Is the CMT room well equipped and tested?

• Are there direct numbers for the CMT?

• Are there dedicated phone numbers for your key partners?

• Are key executives media trained?

3
Areas to be tested
• Quick Reference

• Plan Activation and Notification

• HR and Welfare issues

• Media Management & Internal Communication

• Technical and Operational Plans

• Alternate Sites and Services

• Off-Site Storage Procedures

• IT / Communications Disaster Recovery


4
Planning the Test
• Define a Testing Strategy

• Create a Test Schedule

• Selection of a Test method

• Define Test Objectives

• Make it realistic

• Post Test Report

• Feedback & Monitor Follow-up

5
The Benefits of Exercises
• Tests capability and effectiveness of plans

• Tests logistical, admin, procedural systems

• Validates technology and telecoms recovery

• Challenges assumptions

• Raises awareness, provides confidence

6
7
8
Approach
• ANALYSE OPERATIONAL ISSUES

• STRUCTURED APPROACH

• Set realistic objectives

• Do not risk the organization

• Be practical and cost-effective

• Be appropriate to the organization

• Ensure confidence in the plan


• CONSIDER EXTERNAL UMPIRE / FACILITATOR

9
Enhancements
• Make it realistic as possible.

• Make it relevant to the participants.

• Video Feeds

• Photographs

• Maps

• New items, Build up

10
Conduct & Manage Test
– STICK TO THE SCRIPT

– PROVIDE UMPIRES

– INCLUDE EACH AREA OF THE BUSINESS

– CONTROL THE TIMING OF EVENTS

– INTRODUCE NEW FACTORS

– BE REACTIVE

– STOP IF NECESSARY

– DO NOT MAKE IT A NO WIN SITUATION

11
Exercise Debrief
• WHAT WENT RIGHT

• WHAT WENT WRONG

• WHAT DID WE LEARN

• WHAT ASSUMPTIONS WERE WRONG

• WHAT DID WE FAIL TO COVER

• WHAT NEEDS AMENDING


– Changes to the Plan
– Changes to CM organization / personnel
– Changes to procedures
– Action plan / timescale

12
Post Test Reporting
• SUMMARY OF EVENTS

• DEBRIEF AND COMMENTS OF PARTICIPANTS

• UMPIRES REPORTS

• VALIDATE ASSUMPTIONS

• IDENTIFY MISTAKES & OMISSIONS

• MAKE RECOMMENDATIONS
• Changes to the Crisis Management Plan
• Changes to CM organization / personnel
• Changes to procedures
• Action plan / timescale

13
Feedback & Monitor Action Plans

• CONFIDENTIALITY

• UPDATE DOCUMENTATION

• FOLLOW UP ACTIONS

• ESTABLISH TIMESCALES

• MONITOR NEW PLAN DETAILS

• SCHEDULE FURTHER TESTS

14
NO PLAN TEST IS A FAILURE

EXCEPT

THE PLAN WE FAILED TO TEST!

15
Developing a Crisis Management
Exercise

16

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