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Practical Disaster Recovery Planning
A Step-by-Step Guide

Executive Summary

The primary goal of this guide is not simply to provide a checklist of tasks, but to help you develop an understanding of the disaster recovery planning process and the principles that underlie it. Before getting into the details, let’s consider first just what this guide will do for you and, equally importantly, what it will not do.

What this guide will do is to lay out a framework for DR planning that keeps things conceptually simple, and helps you know what steps must be carried out and why, without a lot of jargon or unnecessary formality. The framework we’ll use is equally relevant to disaster recovery planning for a division of a large, multi-national corporation and for an operation involving a dozen people in a small office. Of course the scales of the tasks involved in these two cases differ rather drastically.

The focus here will be a practical one. Good disaster recovery planning is about identifying those processes and resources that are truly critical, developing realistic recovery objectives for them, and then developing a plan that can achieve those objectives as simply and cost-effectively as possible.

We will also focus on making the planning process doable, even if this sacrifices some sophistication. The reality is that a sophisticated DR plan that is too complex or expensive to properly maintain and test is worse than a plan that only does the minimum because it gives a false sense of security.

So, this guide is intended to help you negotiate the decisions that you’ll need to make in order to develop an effective, executable plan that allows your organization to recover critical processes in order to function after a disaster.

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