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Fall Journal

Volume 27, Issue 4

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Sunday Workshops

Sunday - September 14, 2008 - 1:30 pm - 4:30 pm 

Important Information: Sessions are rated: novice for those in the industry less than two years; intermediate for those in the industry for two to five years; and advanced for those in the industry for more than five years. Sunday Workshops are schedule for 1:30pm - 4:30pm. 

york-tonya.jpgSunday Workshop 1
Novice/Intermediate/Advanced
Tonya York, CBCP - EVault


Building a Business Continuity Organization

When most people get assigned the job of business continuity, they immediately jump into the task of writing plans, conducting tests, and implementing mitigation strategies.  Seldom do they try to build an infrastructure to support an ongoing and effective BCP for their organization.

This presentation helps participants first look at the corporate culture of their organization to determine what approach will work the best, and dealing with the realities of funding and culture, build an infrastructure to support the program.  And to have an effective program an organization needs policies, metrics for measuring and reporting success for that the business continuity program will thrive.  

So, you have just been targeted to run the business continuity/disaster recovery organization, now what?  You need to create accountability, responsibility, and metrics for measuring success.  You have to get executive management on board and plug the program into the overall business processes.

Learn how to draft the business continuity organization for your company, create metrics for measuring success, create a policy on business continuity, create a roadmap for connecting into existing processes at your company, and will have a game plan for getting your executive management on board. You will walk away with a template for your organizations business continuity policy; Metrics for measuring the progress of your business continuity program; and a business continuity organization for your company to manage the program moving forward

Tonya T. York, CBCP, is business continuity management practice director for EVault Business Continuity Professional Services.  As senior consultant at Symantec/VERITAS, York was responsible for creation, sales, and delivery of business continuity services to Fortune 500 customers.  

golman.jpgSunday Workshop 2
Intermediate/Advanced
Steve Goldman, Goldman Mgmt. Consultants


The One-Inch BC or DR Plan: How To Reorganize Your Business Continuity (Or DR) Plan To Fit In A One-Inch Binder


Is your business continuity plan or disaster recovery plan so big that you need a 3-inch binder to contain it all?  Does it seem to take forever to download?  Do your responders joke about the forests you use to publish the plan?

Then this course is for you.  Size does matter, especially when responder efficiency and your credibility are on the line.
This hands-on workshop will show you strategies to reorganize your current BCP or DRP to fit in a 1-inch binder.

Your program documentation does not lose any content; the documentation is organized and distributed for maximum efficiency.

Start slimming down your document today.

Steve Goldman is a leading crisis management and BCP consultant and former global BCP manager for a Fortune 500 company.

Over his long career he has developed, conducted, and evaluated drills and exercises ranging from one-hour tabletops to massive three-day exercises involving hundreds of responders from dozens of companies and government agencies.

Goldman has been involved in crisis management since 1978. He has written or improved many corporations’ crisis plans and procedures and trained all levels of response staff, from CEO’s on down.

He has developed, conducted, or evaluated scores of exercises, ranging from two-hour table-tops to massive three-day full-scale exercises involving hundreds of responders.

sally-jim.jpgSunday Workshop 3
Novice/Intermediate/Advanced
Sally Fitzgerald & James R. Mitchell, CBCP, eBRP Solutions

Incident Ready Planning
Incident ready planning requires plans to be created addressing various elements such as human resources (people), infrastructure, supply-chain and technology components. Additionally, the crisis manager requires a decision support system to allow them to make knowledgeable and informed decisions. The plans should provide structures to establish command, control the flow of activities and foster collaboration between various responders.

This workshop conducted by a team of seasoned planners and incident responders will showcase best practices in creating viable, exercisable and maintainable incident ready plans.

The facilitators will utilize industry standard tools to showcase their approach.

Sally Fitzgerald is an engagement manager with eBRP Solutions with a focus on training and development. Her experience includes 20+ years in the software industry in the areas of management, training and implementation and analysis. 

A founding partner of eBRP Solutions, Jim Mitchell has been active in the Business Continuity field for 15 years, as both a corporate Planner (at Barclays Bank and GE Capital) and as a Consultant. Jim is a Certified Business Continuity Professional, with considerable emphasis on planning for the continuity of mission-critical Business Processes. He has extensive risk assessment, business impact analysis, planning and Crisis Management experience with small, medium and Fortune 500 Companies, in financial services, real estate, pharmaceuticals, technology, manufacturing and public sector institutions.

As a Planner, he has had practical experience in executing Business Continuity Plans as a result of both common, minor disruptions (power and Application failures) as well as unexpected, major disruptions (fire, flood, blizzards, work stoppages and an air quality emergency). Jim presently resides in Phoenix, Arizona.  

 

citarella.jpgSunday Workshop 4
Intermediate/Advanced
Barbara Citarella, RBC, Ltd. 

 

Impact of Panic: Pandemic Influenza Tabletop Exercise

Businesses around the world are planning and conducting exercises in order to prepare for the next pandemic influenza. How prepared an organization is can determine the difference between staying in business or going out of business. Critical thinking and cool heads are paramount to a successful resilient continuity of operations plan. But drilling on a regular basis as well as conducting tabletop exercises is also very important.

This tabletop exercise focuses on a very different aspect of a pandemic. It focuses on the impact of panic. As much as one prepares, the reality is that in some situations processes may not happen smoothly or calmly. This scenario will:

• stimulate creative thinking
• utilize the Incident Command System
• require on the feet thinking
• quickly identify the leaders
• quickly identify the critical thinkers.

At the end of this exercise participants will be able to discuss the incident command system strengths, discuss the need for being able to think outside the box and identify the problems that occur when social panic and social disorder occur. This is an exercise that will be conducted in groups and will assist organizations in identifying some key aspects necessary for business continuity.

Barbara Citarella is the founder of the award-winning company RBC Limited, a healthcare and management consulting business. In addition to consulting in all areas of health care, RBC Limited has worked extensively with law enforcement, government agencies and the private sector with regard to business recovery planning, protection of personnel assets, infrastructure protection, exercise observer, all hazards planning and the Incident Command System.

bpelant.jpgSunday Workshop 5
Novice/Intermediate/Advanced
Barney Pelant, MBCP - Barney F. Pelant & Assoc.

Developing the Recovery Strategy: The Next Step

Once the business impact analysis (BIA) has been completed, the next logical step in the development of a business continuity program is the formation of the business recovery strategy.

The results of this effort provide us the infrastructure for carrying out the successful recovery of the organization in case of a disastrous event or business interruption.

This infrastructure is also the foundation for the procedures that we develop next, a.k.a. our business recovery plan.
This session is a former breakout session that has been expanded by popular request to a workshop.

During the workshop we will examine a proven methodology for taking the findings of the BIA and developing successful strategies.
Learn important and logical steps to take when structuring the business recovery strategy. You’ll take home answers and solutions that you can implement immediately.

Barney Pelant, MBCP, is owner and director of Barney F. Pelant & Associates. His professional background includes more than 30 years focusing on business continuity planning, disaster prevention and recovery.  Pelant’s technical experience ranges from the design and development of domestic and international business centers, to the development of contingency plans to ensure their ongoing viability.  His consulting experience includes roles as consultant and director of contingency services (consulting services) for SunGard Recovery Services, and senior manager – business continuity planning for Ernst & Young.

ppbi.jpgSunday Workshop 6
Novice/Intermediate/Advanced

PPBI Mock Disaster Exercise: Disastrous Health Emergencies Impact Business Resiliency

Limited to 200 participants

It finally happens!  Are you prepared?  The Mock Disaster will test your capabilities for responding to a public health emergency impacting businesses and government agencies across the globe.

Here’s your chance to test your pandemic response preparation and to coordinate your response knowledge with other businesses, community responders, educational institutions, the CDC, the U.S. Department of Health and Human Services (HHS), local health departments, health care facilities and the World Health Organization (WHO).

Though many organizations have focused on the Pandemic Flu, this Mock Disaster may involve other public health threats, seriously interrupting normal business conditions.  Your pandemic planning may be your best tool for response.  The Mock Disaster will utilize the HHS publication, “Public Health Emergency Response: A Guide for Leaders and Responders.”

All participants will be provided with a copy to keep.  The emphasis will be on partnering with other businesses and government agencies as we will all be impacted together.

There will be no role playing by participants – you will respond in your real role. Actors may simulate the media, customers, regulators, HHS and CDC personnel, and EMS responders.  Come prepared to take immediate action using your plan, policies, and the guidebook provided. Be prepared to partner with others who must also respond.

Facilitators:  Dr. Tom Phelan and other PPBI Board Members.