Build your business continuity exercise planner.
Plan continuity exercises and record what participants observed and need to improve.
How to build your business continuity exercise planner
Describe the job
Plan continuity exercises and record what participants observed and need to improve.
Review the first version
Choose how the exercise coordinator records the exercise and how the team lead reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A business continuity exercise planner example
A tabletop exercise assumes the office booking system is unavailable.
Business continuity exercise planner example
- Record
- Business continuity exercise planner · 01
- Owner
- Exercise coordinator
Current stage · Exercise coordinator
Open the exercise
A tabletop exercise assumes the office booking system is unavailable.
Read the full walkthrough
Open the exercise
A tabletop exercise assumes the office booking system is unavailable.
- Record:
- Business continuity exercise planner · 01
- Owner:
- Exercise coordinator
Review the follow-up
Record how the team would handle requests manually and assign the observed gaps without triggering a real outage.
- Stage:
- Awaiting team lead review
- Owner:
- Team lead
Assign each follow-up from the exercise
Assign each follow-up from the exercise without treating the exercise as certification.
- Next action:
- Assign each follow-up from the exercise without treating the exercise as certification.
- Owner:
- Follow-up owner
What to include in your business continuity exercise planner
Keep the exercise in context
Keep exercise, scenario, participant, expected action, observation and follow-up together so the next person can understand the request or record.
When the next step needs a decision
A tabletop exercise assumes the office booking system is unavailable. Record how the team would handle requests manually and assign the observed gaps without triggering a real outage.
Keep follow-up visible
Assign each follow-up from the exercise without treating the exercise as certification.
Choose what each person needs
Give the exercise coordinator a working view and the team lead a review view. Keep exercise and scenario attached to the decision as the work moves between them.
Questions about business continuity exercise planner
Start with exercise, scenario, participant, expected action, observation and follow-up. Describe who enters the information and who reviews the next step.
Build your business continuity exercise planner.
Start with your workflow and make it yours.
Get started