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Technology PlanningGuideAdvanced2 min readUpdated

Disaster Recovery Planning for Organizations Without an IT Department

A disaster recovery plan doesn't need to be complex to be useful. Here's what a workable version actually includes.

Written by

Zach Swartz, Business Technology Advisor

Zach Swartz

Business Technology Advisor · Great Falls, Montana

Disaster recovery planning sounds like something only large enterprises need. A workable version for a small organization is much simpler than it sounds.

Define what "disaster" means for you

A ransomware incident, a building fire, a prolonged internet outage, and a key vendor going down are all different scenarios with different responses. Name the two or three most realistic ones for your organization.

Know your recovery priorities

If everything went down at once, what needs to come back first? Email, a client-facing system, and payroll are common priorities — but the answer is specific to your organization.

1Restore firstEmail · payrollHours2Restore nextClient-facing systemsSame day3Can waitArchives · reportingDays
An example set of tiers. The specific systems and targets are yours to set; having them written down before an incident is the part that matters.

Write down who does what

A plan that only exists in one person's head isn't a plan. Name who has authority to make decisions, who contacts vendors, and who communicates with staff and clients during an incident.

Keep a copy outside your own systems

A disaster recovery plan stored only on the network it's meant to help you recover has an obvious flaw. Keep a copy somewhere accessible even when your systems aren't.

Test it, even informally

A tabletop exercise — walking through the plan out loud once a year — reveals gaps far more reliably than leaving the document untouched until an actual incident forces the question.

A one-page plan that's actually been discussed beats a detailed plan that's never been read.

Not sure where your organization stands?

The Business Success Assessment covers this topic and more, with results in about 7–10 minutes.