1st Edition

Business Continuity Planning A Project Management Approach

By Ralph L. Kliem, Gregg D. Richie Copyright 2016
    404 Pages 50 B/W Illustrations
    by Auerbach Publications

    402 Pages 50 B/W Illustrations
    by Auerbach Publications

    If a major event such as a terrorist attack, 7.2 earthquake, tsunami, or hacker attack were to disrupt business operations, would your organization be prepared to respond to the financial, political, and social impacts? In order for your company to be resilient, it must be ready to respond and recover quickly from the impact of such events. Business continuity is the discipline that can help your organization become truly resilient.

    Business Continuity Planning: A Project Management Approach explains how to deploy project management, risk management, business continuity, and business preparedness methods in a manner that will ensure organizational resiliency. With an emphasis on building business preparedness plans, it covers the fundamental principles of project management, risk management, business continuity, and business preparedness.

    Upon reading this book, you will learn how to apply project management to institute business continuity governance and to build and maintain business preparedness plans. You will also learn what’s required to conduct an effective business impact analysis.

    Detailing a proven plan for achieving business continuity and business preparedness, the book includes numerous diagrams, checklists, and tools to help you determine exactly what you must do to prepare for a serious event. It also explains how to test your continuity plans and evaluate preparedness processes to ensure your organization will be truly prepared to withstand or recover from the next emergency, disaster, or catastrophic event to affect your organization.

    Why You Need Business Continuity and Business Preparedness
    What are Business Continuity and Business Preparedness?
    Drivers for Business Continuity
    Let’s Get Real
    Time to Pretend
    Additional Insights
    Taking Action using Project Management
    Getting Started Checklist

    A Business Continuity Primer
    Goals
    Benefits
    Terminology
    Key Concepts
    Challenges
    Deliverables
    Stakeholders
    Final Thoughts
    Getting Started Checklist

    Apply Project Management
    Three Key Deliverables
    PM, the Catalyst
    The Other Actions
    How the Actions Integrate
    Making PM Happen
    Define Vision, Goals, and Objectives for Projects
    Plan the Project
    Organize the Project
    Execute the Project
    Monitor and Control the Project
    Close the Project
    How Things Can Go Awry
    Deliverables
    Stakeholders
    Increasing Chances for Success
    Getting Started Checklist

    Project Management 101
    Fundamentals of Project Management
    Major Processes of Project Management
    Leading.
    Defining
    Planning
    Organizing
    Executing
    Monitoring and Controlling
    Closing
    Final Thoughts

    Enterprise Risk Management 101
    Key Concepts
    Risk Management and Business Continuity
    Benefits
    Terminology
    Implementation of, and Deliverables from,
    Risk Management
    Actions to Take
    Mid-Level and Project Managers
    Challenges
    Final Thoughts

    Establish Governance
    What is Governance?
    Goals
    Terminology
    Key Concepts
    Benefits
    Challenges
    Making Governance Infrastructure Happen
    Making Education and Awareness Happen
    Final Thoughts
    Case Study
    Getting Started Checklist

    Conduct the Business Impact Analysis
    What is a Business Impact Analysis?
    Goals
    Terminology
    Benefits
    Challenges
    Key Concepts
    Making the BIA Happen
    Conduct BIA
    Analyze Results of the BIA
    Report on BIA
    Schedule for BP
    Deliverables
    Stakeholders
    Integration of Activities
    Final Thoughts
    Case Study, Continued
    Getting Started Checklist

    Build the Business Preparedness Plan
    What is a Business Preparedness Plan?
    Goals
    Terminology
    Key Concepts
    Benefits
    Challenges
    Characteristics of a "Good" Plan
    Making Building the BP Plan a Reality
    Deliverables
    Stakeholders
    Integration of Activities
    Final Thoughts
    Case Study, Continued
    Getting Started Checklist

    Test the Business Preparedness Plan
    What is Testing?
    Goals
    Terminology
    Key Concepts
    Benefits
    Challenges
    Making Testing Happen
    Deliverables
    Stakeholders
    Integration of Activities
    Final Thoughts
    Case Study, Continued
    Getting Started Checklist

    Maintain the Business Preparedness Plan
    What is Maintenance?
    Goals
    Terminology
    Key Concepts
    Benefits
    Challenges
    Making Maintenance Happen
    Deliverables
    Stakeholders
    Integration of Activities
    Final Thoughts
    Case Study, Continued
    Maintenance
    Getting Started Checklist

    Perform Process Improvement
    What Is Process Improvement?
    Goals
    Terminology
    Key Concepts
    Deliverables
    Stakeholders
    Integration of Activities
    Final Thoughts
    Case Study, Continued
    Getting Started Checklist

    Keystones for Success
    Project Management, The First Keystone
    Keystone: Be Proactive, Not Reactive
    Keystone: Adopt a Formal, Systematic Approach
    Keystone: Practice, Practice, Practice
    Keystone: Prepare Employees
    Keystone: Incorporate Social Media in Recovery
    Keystone: Emphasize the Importance of Communications and Information Sharing
    Keystone: Stress Only the Essential Elements of Information
    Keystone: Think Strategically
    Keystone: Look beyond the Enterprise
    Keystone: Stress Agility
    Keystone: Adhere to a Multidisciplinary Systems Perspective
    Keystone: Never Forget the Supply Chain
    The Keystone of Keystones: Back to Number

    Glossary

    Appendices:
    Case Study Project Charter
    Project Statement of Work
    Draft Business Preparedness Plan

    Bibliography

    Index

    Biography

    Ralph L. Kliem, PMP, CBCP, President of LeanPM, LLC, has over 30 years of experience with Fortune 500 firms, including Safeco Insurance Companies and The Boeing Company. As a senior project manager for Boeing, he managed many agile, financial compliance, and business continuity (BC) projects. Some of the BC projects he managed included building, testing, and maintaining BP plans for the 747, 767, 777, and 787 programs. He also managed a major proof of concept project and preparation of the corresponding business case for a web-based business analytics software application that recently won the CIO Award for Risk Management, CSO Award for Innovation and Risk Management, the Manufacturing Leadership Council ML 100, and the Manufacturing Leadership Council Project of the Year for 2014.

    Gregg D. Richie, PMP, CNP, MCTS
    , has over 35 years of experience in the project management and facilities management fields. He has managed or consulted on more than 1200 projects in the United States and other locations around the world, including Japan, Italy, Spain, Philippines, and Guam. He is a founding member and the managing partner for P8 LLC, which is a PM training and consulting firm that specializes in Microsoft Project implementations for small- to medium-sized companies. While on active duty with the US Navy SEABEES, he spent several years learning and implementing disaster recovery techniques, conducting drills, and being involved at some level in disaster recovery for the 1983 Marine Barracks attack, the 1985 Mexico City earthquake, the 1991 Mt. Pinatubo eruption, and Hurricane Iniki, which struck Kauai in 1992.