Calendar·Risk Management·Business Continuity
Testing and Exercising Your Continuity Plan
FACULTY OF RISK MANAGEMENTBusiness Continuity • ~30 min

How to test business continuity plans in Canadian organizations — the types of exercises available, how to design exercises that reveal real gaps, and how to use test results to improve the plan.

Testing and Exercising Your Continuity Plan

Price
$79
Lessons
4
Enroll
Share
EmailLinkedIn

What this course covers

01Why Untested Plans Fail: The Gap Between Paper and Practice
02Types of Continuity Exercises: Tabletop, Functional, and Full-Scale
03Designing an Exercise That Reveals Real Gaps
04Using Exercise Results to Improve the Plan and the Organization

Scenario

A business continuity plan dated 18 months earlier sits in a 3-ring binder on a shelf in the operations manager's office at a regional food processing facility in southern Alberta. The document runs to 47 pages and includes emergency contact trees, supplier backup arrangements, IT recovery procedures, and protocols for relocating production to a secondary site if the main facility becomes unusable. The plan was developed over 6 months by a cross-functional team that included the operations manager, the plant supervisor, the IT coordinator, and a consultant retained for the project. When completed, the chief executive signed off on it and the board of directors received a summary at their quarterly meeting. Since then, the plan has remained untouched.

The facility processes and packages agricultural products for distribution to grocery chains across western Canada. It employs 83 full-time staff and operates 2 production shifts, 5 days per week. The organization's primary risks include equipment failure, supply chain disruption, food safety incidents requiring product recall, and loss of access to the facility due to fire, flood, or severe weather. The continuity plan addresses each of these scenarios in varying levels of detail, with the most comprehensive section devoted to IT system recovery and the least developed section covering manual workarounds for production equipment failure.

In the months since the plan was finalized, several changes have occurred that the document does not reflect. The IT coordinator who helped develop the plan left the organization 8 months ago and was replaced by a new hire who has never seen the continuity documentation. 3 of the 12 suppliers listed in the backup arrangements have changed their terms or ceased operations. The secondary production site identified in the plan, a partner facility 140 kilometres away, underwent a change in ownership and the informal agreement that underpinned the relocation protocol was never formalized in writing. The emergency contact tree includes direct phone numbers for 4 employees who have since departed.

The operations manager has begun raising concerns with senior leadership about the plan's reliability. A near-miss incident 2 weeks ago, when a power surge caused a 4-hour production stoppage, revealed that staff were uncertain about escalation procedures and that the documented backup generator startup sequence did not match the actual equipment configuration. No formal exercise or test of the continuity plan has ever been conducted. The chief executive has asked the operations manager to propose a testing approach that can be completed within the current fiscal quarter without disrupting production schedules or requiring significant additional budget allocation.

More in this program

Business Impact Analysis: What Gets Disrupted and How Badly
~30 min · $79
Building a Business Continuity Plan
~50 min · $149
Crisis Communication During a Disruption
~30 min · $79

Rate this course

Complete the course to share your rating and feedback.