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Home › Blog › Gestão e Serviços de TI › How to create an IT contingency plan in 7 steps
Gestão e Serviços de TI

How to create an IT contingency plan in 7 steps

Today, most companies depend on technology to carry out their transactions and use automated systems. However, although this is a great step toward modernization and innovation, many companies still do not know how to focus on an IT contingency plan. So, want to know more about the subject? Check out this post! What […]
By Teclógica · 13/10/2016
How to create an IT contingency plan in 7 steps

Today, most companies depend on technology to carry out their transactions and use automated systems. However, although this is a great step toward modernization and innovation, many companies still do not know how to focus on an IT contingency plan.

So, want to know more about the subject? Check out this post!

What is an IT contingency plan?

It is very important to know what this plan is about. After all, since we depend on technology, various unforeseen events can happen, such as system outages, data loss, fraud, and disasters that can make you lose a lot of time—and consequently, money and even credibility.

That is why it is important to have an IT contingency plan. It guarantees any company that depends so heavily on automated systems or online transactions, for example, the ability to minimize damage and recover large parts of what may have been corrupted or lost due to a technical failure, a power outage, or even user errors.

Therefore, we will now see how to set up an IT contingency plan in a few steps. Keep reading!

1. Organize all departments

Since the IT contingency plan aims at system and data recovery, it is essential that each department is involved in these information security practices, knowing for sure how to save data, make proper use of technology, and keep everyone up to date on updates and potential errors in the system.

In addition, it is fundamental that managers, supervisors, and executives—who are responsible for the organization—ensure the commitment of the entire team when this type of situation occurs.

In short: everyone needs to work hand in hand, aware of all processes and how to improve them. And since we are talking about educating users—which is undoubtedly an organizational aspect—the manager or the IT team must be prepared to answer users’ questions and explain basic concepts in the event of unforeseen issues.

The simple implementation of a cloud system, for example, can greatly help in containing a system failure, since your data will be stored elsewhere. In this sense, raising awareness about the importance of backup is of the utmost importance!

2. Put together a crisis management team

As we have seen, to set up a contingency plan, it is necessary to assemble a team that will be responsible for solving problems and carrying out the actions that need to be done, regardless of the consequences.

It is this team that will measure what was lost and how to recover it, holding the main decision-making power. That is why, in this case, it is recommended to unite the operations manager with the data processing manager, as they can combine knowledge from these areas in risk situations.

Furthermore, it is even more interesting to conduct tests among the groups to determine which solution was the best and, thus, define who will be responsible for the contingency plan. In this sense, in addition to personal knowledge, precision and professionalism must be taken into account frequently.

3. Perform a risk analysis

In any IT contingency plan, it is fundamental to develop a risk analysis. This means that the likely negative impacts resulting from these unforeseen events must be measured, whether caused by human or natural failures, for example.

Therefore, this analysis will be responsible for estimating expected developments and ways to ensure that vital records and documents for the company are not corrupted or lost as a result of the inevitable.

4. Define priorities

During the analysis, it is also essential that you define which documents, data, departments, and processes should be classified as priorities or dispensable. Thus, in addition to better organizing the entire planning process, you can also identify which documents require more care and responsibility.

It is worth emphasizing that all this classification needs to be carefully analyzed so as not to miss anything regarding urgency or priority. This ranges from internal policies to information systems.

5. Determine recovery strategies

Try to answer some important questions, such as: how will data and systems be recovered? Through the use of software, hardware, or applications?

To determine these strategies, there are many aspects that require close attention, such as a rigorous analysis of computer functions, special security procedures, duration hours, emergency circumstances, feasibility, and, of course, priority.

6. Draft a document

Finally, once the IT contingency plan is formed, it is essential that you draft it in document format so that it is accessible to everyone in the company. Of course, management must review and approve it or not; however, it is vital that you provide the necessary information, such as process steps and a step-by-step guide.

And also do not forget to always update this plan in order to cover significant system changes and ways to recover them quickly. Educate everyone so they know what actions to take, or at least who to call in the event of a system failure.

7. Conduct tests

It may seem strange, but some companies do not test the contingency plan at least once a year, which is certainly an irresponsible and immature habit. Thus, what is basically done is to passively wait for unforeseen events or power surges.

On the other hand, when a test is conducted to analyze whether the plan would work or not in a real situation, you can discover what can be improved and what failed, making the plan even more efficient.

Given all this, it is already clear that creating a contingency plan is a great responsibility, right? After all, professionals must define with almost complete precision what must be done for each probability!

Indeed, the IT contingency plan is fundamental so that the company does not suffer from technical failures already anticipated in an organization that depends on technology 24 hours a day. For all these reasons, it is highly recommended that you hire an outsourced IT company so that your data can be monitored with the utmost care, in order to gain productivity and reduce the organization’s costs.

So, what did you think of our 7 steps to create an IT contingency plan? Do you still have any questions? Leave us your comment!

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In this article

What is an IT contingency plan? 1. Organize all departments 2. Put together a crisis management team 3. Perform a risk analysis 4. Define priorities 5. Determine recovery strategies 6. Draft a document 7. Conduct tests

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