ERP BUSINESS CONTINUITY PLANNING CHECKLIST

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--- RISK ASSESSMENT & IMPACT ANALYSIS ---
[ ] Describe potential ERP system failures (e.g., hardware, software, network)
[ ] Identify critical business processes dependent on ERP
[ ] Estimated financial impact (revenue loss) per day of ERP downtime
[ ] Estimated time to restore ERP functionality (RTO)
[ ] Which departments are most affected by ERP downtime? (Sales, Finance, Operations, HR, Marketing)
[ ] Date of last risk assessment review

--- DATA BACKUP & RECOVERY ---
[ ] Backup Frequency (e.g., daily, weekly)
[ ] Last Successful Full Backup Date
[ ] Next Scheduled Full Backup Date
[ ] Retention Period (in days)
[ ] Backup Storage Location(s)
[ ] Backup Type (Full, Incremental, Differential) (Full, Incremental, Differential)
[ ] Example Backup Log File (optional)
[ ] Recovery Time Objective (RTO) (in hours)

--- SYSTEM REDUNDANCY & FAILOVER ---
[ ] Number of Redundant Servers
[ ] Failover Mechanism Type (Automatic, Manual, Hybrid)
[ ] Maximum Failover Time (minutes)
[ ] Last Failover Test Date
[ ] Description of Failover Procedure
[ ] Geographic Redundancy Status (Yes, No)
[ ] Network Diagram (showing redundant systems)

--- COMMUNICATION PLAN ---
[ ] Primary Contact Name (ERP Incident)
[ ] Primary Contact Phone Number
[ ] Secondary Contact Name
[ ] Secondary Contact Phone Number
[ ] Pre-Approved Communication Templates (examples)
[ ] Communication Channels (choose all that apply) (Email, Phone Calls, SMS/Text Messages, Instant Messaging (e.g., Slack, Teams), Company Intranet)
[ ] Last Communication Plan Review Date
[ ] Escalation Procedure Details (who to contact when)

--- ALTERNATIVE WORK LOCATIONS & RESOURCES ---
[ ] Primary Alternate Work Location
[ ] Secondary Alternate Work Location
[ ] Number of Laptops Available
[ ] Number of Mobile Hotspots Available
[ ] Communication Method for Remote Team (Phone, Email, Instant Messaging, Video Conferencing)
[ ] Last Check of Alternate Work Location Readiness
[ ] Necessary Software Available Remotely (ERP Client, Office Suite, VPN Client, Remote Access Tool)

--- THIRD-PARTY DEPENDENCIES ---
[ ] Critical Vendor Identification (Yes - Critical to ERP Functionality, No - Supports Non-Critical Processes)
[ ] Vendor Service Level Agreements (SLAs)
[ ] Vendor Contact Point - Primary
[ ] Vendor Contact Point - Secondary
[ ] Last Vendor Contact Verification Date
[ ] Critical Services Provided by Vendors (Data Storage, Network Connectivity, Application Hosting, Security Services, Payment Processing)
[ ] Potential Risks Associated with Vendor Dependencies

--- TESTING & TRAINING ---
[ ] Number of Participants in Training Session
[ ] Date of Last Business Continuity Drill
[ ] Estimated Time to Recover from Simulated Failure (Hours)
[ ] Simulated Failure Scenarios Tested (Select all that apply) (Hardware Failure, Network Outage, Data Breach, Power Outage, User Error)
[ ] Summary of Training Feedback and Key Learnings
[ ] Overall Effectiveness of Training (Rating 1-5, 5 being most effective) (1, 2, 3, 4, 5)
[ ] Upload Training Documentation/Recordings (Optional)

--- PLAN MAINTENANCE & UPDATES ---
[ ] Last Plan Review Date
[ ] Next Scheduled Review Date
[ ] Review Frequency (Months)
[ ] Summary of Changes Made
[ ] Review Type (Full Review, Partial Review)
[ ] Supporting Documentation (e.g., review minutes)
[ ] Responsible Party for Review

--- INCIDENT RESPONSE PROCEDURES ---
[ ] Initial Incident Description
[ ] Incident Severity Level (Low, Medium, High, Critical)
[ ] Estimated Impacted Users
[ ] Incident Start Time
[ ] Time Incident Notified
[ ] Primary Contact Person
[ ] Troubleshooting Steps Taken
[ ] Relevant Log Files/Screenshots
[ ] Resolution Details
[ ] Incident Resolution Date

--- POST-INCIDENT REVIEW & IMPROVEMENT ---
[ ] Summary of Incident and Impact
[ ] Downtime Duration (in hours)
[ ] Date of Incident
[ ] Root Cause Analysis Findings
[ ] Contributing Factors (select all that apply) (System Failure, Human Error, External Dependency, Process Deficiency, Security Breach)
[ ] Recommended Corrective Actions
[ ] Planned Implementation Date of Corrective Actions
[ ] Reviewer Signature

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