Business Continuity Planning Toolkit

Downloadable Resources, Instant Access

Is the organization prepared for a disaster? Prevention and recovery to handle threats to the business and recovery can be planned with the Business Continuity Planning Toolkit. The toolkit addresses common challenges with best-practice templates, step-by-step work plans and maturity diagnostics.

Using the 3 step toolkit effectively will save you and your staff many hours of R&D time in writing the questions and templates to obtain the results needed to analyse the data collected.




The Toolkit contains the following practical and powerful enablers with new and updated Business Continuity Planning specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest edition of the Business Continuity Planning Self Assessment Toolkit containing requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

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

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Business Continuity Planning improvements can be made.

10 examples of the standard requirements:

  1. Have you developed your organization continuity plan to ensure your supply chain is resilient against the potential impacts and disruption of environmental events?

  2. Does your organization ensure that the BCPs are adequately tested, at least annually, and that any deficiencies are addressed within a reasonable period of time?

  3. Is there an unbroken business continuity planning management framework that defines information security requirements/exceptions, including test schedule?

  4. Have local responsibilities for individual physical and information assets and security processes, as business continuity planning, been clearly defined?

  5. When developing the BCP, has the Trustee sequenced the recovery of operations, according to business impact, by firstly focusing on critical operations?

  6. Which business continuity planning test is a cost-effective way of simulating a system crash locally without causing much harm to the actual facilities?

  7. Who is responsible for planning your organizations business continuity when facing natural disasters, major disruptions or other geopolitical issues?

  8. Who is responsible for your organizations business continuity planning when facing natural disasters, major disruptions or other geopolitical issues?

  9. What is the scope of the BCP in your organization and to what extent is it linked into other plans also dealing with the impact of a security event?

  10. Has the trustee considered whether there are any dependencies between each material outsourcing agreement service providers BCP and its own BCP?

Complete the self assessment, on your own or with a team in a workshop setting.

Your Business Continuity Planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Dashboard; with the Business Continuity Planning Self-Assessment and Scorecard you will develop a clear picture of which Business Continuity Planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Business Continuity Planning Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Business Continuity Planning projects with the implementation resources:

  • Step-by-step Business Continuity Planning Project Management Form Templates covering the Business Continuity Planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Requirements Management Plan: Which hardware or software, related to, or as outcome of the Business Continuity Planning project is new to your organization?

  2. Variance Analysis: Are the wbs and organizational levels for application of the Business Continuity Planning projected overhead costs identified?

  3. Project Performance Report: To what degree is there centralized control of information sharing?

  4. Probability and Impact Assessment: Is the technology to be built new to your organization?

  5. Team Member Performance Assessment: How are assessments designed, delivered, and otherwise used to maximize training?

  6. Procurement Audit: Does the procurement Business Continuity Planning project have a clear goal and does the goal meet the specified needs of the users?

  7. Procurement Management Plan: Has a quality assurance plan been developed for the Business Continuity Planning project?

  8. Decision Log: Who will be given a copy of this document and where will it be kept?

  9. Project Performance Report: To what degree do team members frequently explore the teams purpose and its implications?

  10. Procurement Audit: Does your organization use existing contracts where possible to avoid the cost of bidding?

Step-by-step and complete Business Continuity Planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Business Continuity Planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Business Continuity Planning project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Business Continuity Planning project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Business Continuity Planning project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Business Continuity Planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Business Continuity Planning project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Business Continuity Planning project with this in-depth Business Continuity Planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Business Continuity Planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Business Continuity Planning and put process design strategies into practice according to best practice guidelines

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

Unless you are talking a one-time, single-use project within a business, 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?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Business Continuity Planning investments work better.

This Business Continuity Planning All-Inclusive Toolkit enables You to be that person.