The OGO Blog

How to Align Your Business Impact Analysis to Your Disaster Recovery Test

Credit union dr test from ongoing operations

Is your credit union preparing for a disaster recovery test? Are you sending in your Statement of Work before you do it? Then you might wonder:

Would you like to align your business impact analysis (BIA) to your disaster recovery (DR) test?

If your answer to that question is yes, then this blog will show you how.

When Must Processes Be Recovered?

If you’re getting ready for your credit union’s DR testing, then you’ve probably already done a good deal of legwork. Once you’re ready to test, you likely have a BIA report with recovery time objectives and recovery point objectives. Add in a complete, living business continuity plan (BCP) as well, and your credit union is in great shape.

But if you’re getting ready for DR testing, then you’ll have to pay attention to some of those items in the BIA report. Specifically, you’ll need to keep track of your recovery time and point objectives.

These lists of objectives are what your team needs in order to complete your credit union’s BCP. So, the first step in aligning your BIA and your DR test is to review your recovery time and point objectives.

When you review those objectives, here’s what to look for:

  • Which systems and processes are most critical?
  • Which are still vital?
  • Which are important?
  • Which can wait?

Your end-users will need these systems and processes up and running in a certain amount of time, starting with the most critical. Aim to minimize the recovery time for the most critical pieces. Then, make sure that the other systems and processes are prioritized in order, as well as any supporting infrastructure.

Just remember not to leave out non-critical items from your credit union BIA. Just because something isn’t critical doesn’t mean it’s unnecessary!

How to Align Your Credit Union’s BIA and DR Test

In order to get your end users set up and running, you’ll need to make sure that all necessary processes and systems are recovered. And not just recovered, but recovered in a certain period of time.

With that in mind, you’ll need to use your BIA report’s recovery time objectives to inform your credit union’s DR testing. Try to meet your recovery time and recovery point objectives during your DR test. Then, measure your performance on the DR test against your objectives.

How did you do?

Were you able to meet your objectives? If not, what happened? Do you need to adjust your expectations? Can anything go faster, or are you limited by hardware, software, or some other factor?

Making Adjustments to Recovery Time Objectives

After you run your DR test, your credit union has the opportunity to further align your BIA and your DR efforts. You’ll have a much better idea about which recovery time objectives and points are reasonable and which need to be adjusted.

In some cases, you may find that you’re unable to make the necessary adjustments to achieve desired recovery time objectives. When this is the case, it’s time to start looking at what you’ll need to add or upgrade to hit those objectives.

Aligning BIA and DR Testing (in a Nutshell)

So, to align your BIA with your DR test, you’ll want to look at your BIA report. Look specifically at your critical and vital processes, as they’re the most important. You’ll need to determine how quickly you need to bring them back online.

Then, during DR testing, try to hit those recovery time objectives. If you can’t, you’ll need to adjust your expectations, your plans, or your infrastructure to fit.

After those steps, you’ll have an aligned BIA and DR test.

Further Reading

If you’d like to read more about how to keep your credit union running smoothly no matter what happens, subscribe to our blog!

Of you may follow the links below to learn more about credit union BIA, BCP, and DR testing.

10 Common Mistakes Made When Developing Your Credit Union Business Impact Analysis

Business Continuity Planning (BCP) and Business Impact Analysis (BIA)