Purpose

Maintain personnel readiness and test whether continuity and recovery arrangements work as designed through structured training, awareness programs, and exercises.

Steps

#ActionDetailsEvidence
1Maintain training scheduleAnnual BCM training and exercise schedule covering employees, incident roles, Technology, Operations, Compliance, managementTraining schedule
2Provide BCM trainingAnnual sessions, tabletop drills, phishing awareness, simulation exercises; role-based training at least annually and after material role/plan changesTraining attendance records
3Maintain awarenessPosters, intranet campaigns, newslettersAwareness materials
4Confirm resource allocationAnnual budget includes BCM training, alternate sites, emergency communication systems, insurance premiumsBudget allocation
5Conduct quarterly tabletop testsCritical scenario tabletop exercisesExercise results
6Test data recovery semiannuallySemi-annual data recovery drills for IT systemsRecovery test results
7Conduct full IT DR testFull-scale IT disaster recovery test at least annuallyDR test report
8Conduct evacuation and org-wide drillsEvacuation drills quarterly; organization-wide continuity simulation at least biennially (end-to-end resilience)Exercise results
9Define exercise parametersObjectives, scenarios, participants, success criteria, evidence before each exerciseExercise plan
10Record results and lessonsResults, exceptions, lessons learned, owners, due dates; retest material failures; results reviewed by Board; corrective measures tracked; serious deficiencies re-testedLessons learned report

Records

  • Training materials, attendance and acknowledgements
  • Exercise plans, scenarios and results
  • Recovery and restoration evidence
  • Lessons learned, corrective actions and retest results

Relationships

Assurance

Runtime effectiveness results are maintained in Odoo and assessed through the Hermes workflow tracked in ISS-HERMES-001. This note defines design, ownership, evidence expectations and testing method; it does not contain a manually maintained operation, evidence or overall effectiveness rating.

  • Frequency: annual training; quarterly tabletop and evacuation; semiannual data recovery; annual disaster recovery; biennial organization-wide simulation

History

  • 2026-07-26: Created from sections 12 and 13 of the approved Business Continuity Manual.