Tuesday Workshops

Workshop Session 1

Establishing a Business Service-Centric Approach to IT Disaster Recovery

Intermediate/Advanced

Eric Hennessey, Symantec’s Storage and Availability Management Group

Eric Hennessey

In this workshop, participants will engage with a group of subject matter experts in high availability, disaster recovery and business continuity. The workshop will focus on a tiered approach to business continuity in which business IT services are provided a level of recovery protection appropriate for the business impact of each service. Emphasis will be placed on the various enabling technologies for each tier of recovery protection and lessons learned from previous disaster experiences will be shared with participants.

Eric Hennessey is a technical product manager with Symantec’s Storage and Availability Management Group. His area of expertise for more than 10 years has been in the area of high availability and disaster recovery and he speaks frequently on the topic at industry events. Eric joined Symantec (then Veritas Software) in 1999 as an enterprise solutions architect in the professional services group and has designed and implemented high availability and automated disaster recovery solutions for some of the most mission-critical applications in finance, telecommunications and national security systems. Eric has a diverse IT background including 27 years combined active and reserve time with the US Air Force and time in the insurance, defense and computer software industries.

Workshop Session 2

Leadership at Times of Crisis

Intermediate/Advanced

Regina Phelps, EMSS

Regina Phelps

Leaders today face extraordinary challenges – natural disasters, infrastructure and technology failures, emergent infectious diseases, and cyber invasions, to name just a few. These emergencies were thought at one time to be rare, once-in-a-lifetime events. They are now part of our everyday lives.

“Leadership at Times of Crisis” examines what constitutes excellent performance in a crisis, and what it takes to achieve it. This workshop explores the topic of leadership and what is required when the “everyday emergency” turns into a full-blown crisis. We will explore a framework for understanding the difference between a crisis and a routine emergency. Furthermore, we will thoroughly examine the role a leader plays in identifying and executing the appropriate response in each situation. Using the case-study method to explore different concepts, the participants will “peel back” four situations and assess the quality of leadership, what can be learned from the leader’s style, and ways it could have been done better.

  • Developing a framework for crisis leadership.

  • The essential crisis leadership skill set.

  • A leader’s role in a crisis.

  • The difference between “routine” and “crisis” emergencies.

  • The different models of crisis decision- making.

Regina Phelps, CEM, RN, BSN, MPA is an internationally recognized thought leader in the field of emergency management, pandemic, and contingency planning.

Workshop Session 3

Violence a Preventable Disaster

Novice/Intermediate/Advanced

David Smith, Prof. Workplace Int.

David Smith

Far too often, there is misunderstanding about what organizations can or should do to reduce and manage the risk of violence in the workplace.

The good news is that much can be done to reduce the risk. Research on workplace violence has shown that warning signs and detectable inappropriate behaviors usually precede acts of violence.

This workshop will prepare participants to recognize the basic danger signals, enabling them to provide intervention or seek assistance before problems escalate.

Participants will receive proven methods to combat the rising tide of workplace violence and proactive steps that can dramatically reduce the risk of litigation and future legal claims.

David A. Smith, founder of Professional Workplace Interaction, Inc., (PWI) is an author and highly experienced dynamic speaker.

Smith has extensive experience in executive management, field operations, product launch and financial management at the corporate and small business levels. He has conducted extensive leadership, behavioral risk management, business continuity and disaster planning training for the insurance industry, corporations, private businesses, university personnel, and government agencies across the United States and Canada.

Smith currently serves as chairman of the non-profit Honor Flight San Diego and has served on the Board of Directors of various corporate, marketing and other charitable organizations.

Smith’s corporate experience and expertise has been combined with PWI’s professionals including backgrounds in psychology, psychiatry, legal, law enforcement and education to develop PWI training and consultative programs.

Workshop Session 4

Incident Management Planning and Social Media

Novice/Intermediate/Advanced

Ken Schroeder, Southeast Corp.

Deidrich Towne, Hewlett Packard

David Ziev, Business Continuity Prof.

Ken Schroeder Towne Ziev

Back by popular demand, PPBI has updated this highly interactive workshop. Learn how social media can have a dramatic impact on incident management.

Discover the Incident Command System (ICS) and the PPBI Incident Management Plan Maturity Model which was developed from recognized standards and industry best practices.

One of those best practices is the handling of communications including social media outlets. If you have not embraced these phenomena, or need some help in building your response plans that include social media, PPBI will share the good, the bad and the ugly of managing this new media.

Attendees will go away with an appreciation for recognition of the problem, a considered response, and what effect social media can have on the effectiveness of your plans. Exposure to the practical experience of the facilitators in addition to recognized industry standards in measuring the maturity of your plans benefits both the public and private sectors.

You will use the ICS checklist to assess your capability to assemble, coordinate, collect and channel the resources required for critical incident management.  The tools are free, the simulation authentic and the class is practical, immediately useful and fun!

Ken Schroeder, CBCP is vice president for business continuity at Southeast Corporate.

Deidrich E. Towne, Jr. MBCP is senior technical consultant for Hewlett Packard.

David Ziev, MBCP, MBCI is the principal of Business Continuity Professionals.

Workshop Session 5

Ready, Set, Exercise! How to Develop and Conduct a Successful BCP/DRP Exercise

Novice/Intermediate/Advanced

Dr. Steven Goldman, Goldman Mgmt. Consultants

Goldman

Successful crisis management and disaster recovery takes more than a plan: it requires realistic testing and validation.

How do you do that properly? Are your exercises smoke and mirrors or do they provide as-close-to-real situations as possible?

How does your program compare? How can you improve? During this hands-on workshop, you will learn how to set up and conduct a successful BCP/DRP exercise.

Students will master the aspects of effective exercise preparation and execution, including:

  • Types of drills and exercises

  • Elements of a successful exercise

  • Scope, objectives, and extent of play

  • Scheduling and coordination

  • The scenario development team

  • Scenario ideas and events you can use

  • Resources and props

  • How to conduct, evaluate, and critique

  • Imagination, creativity, and leadership

  • Dr. Goldman’s highly acclaimed Exercise Planning Checklist.

You will learn how to avoid common pitfalls during the development process and how to anticipate and resolve potential problems.

Exercise conduct, evaluation, and critiquing strategies will be discussed.

With his lively style and real-life examples, Goldman will lead the class through interactive discussions of successful exercise development.

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

Over his long career Goldman 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.

Workshop Session 6

COOP Templates for Success!

Intermediate/Advanced

Linda Hanwacker, The LSH Group

Hanwacker

What continuity of operations plan (COOP) templates are necessary for success? The continuity of operations plan is designed to ensure stability and continuation of essential program services to the public during a wide range of potential events.

What information is required, what methodology to consider and what templates to apply in creating a successful COOP plan is the focus of this workshop.

Furthermore, planning for major disasters is important. Unfortunately, the less severe emergencies that might occur more frequently are often overlooked. These minor and more frequent events can wreak havoc on an agency’s ability to continue operations. A sampling of these events will be addressed and discussed in the planning process.

The COOP specific objectives that will be addressed are:

  1. To ensure the continuous performance of essential functions during an event.

  2. To ensure employee safety.

  3. To protect essential equipment, records and other assets.

  4. To reduce disruptions to operations.

  5. To minimize damage and losses.

  6. To achieve an orderly recovery.

  7. To identify relocation sites and ensure operational and managerial requirements are met before an event occurs.

This workshop focuses on these seven specific objectives of COOP planning utilizing over 20 templates that are core to developing a successful COOP.

Linda. Hanwacker is the president and founder of The LSH Group, LLC. The LSH Group is a professional services group of business continuity, continuity of operations, emergency management and IT disaster recovery specialists.