Testing Your Data Recovery Plan

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Whether it is human error, a weather event or a technical issue, a disaster is likely within the lifetime of your systems and data. Being prepared for disaster recovery is important to ensure your data and operations are protected and that downtime is minimal.  Backup and recovery is not just about having a plan on paper or a phone tree of contacts or a script for customers.  Preparedness comes from frequent testing of your backup and recovery solutions.

How often should tests be conducted? The answer to this question depends on your industry, regulations, compliance standards and the nature of your data and processes.  Think through these factors and plug in business leaders to determine the appropriate testing plan.

Quality is important. Each backup and recovery test should be treated as the real thing. Formal recovery procedures should be followed and proper documentation should be part of each test.  Be sure to review your testing plan against industry best practices or work with a trusted business partner to develop a solid test plan. After each test, a review should be conducted on the results of the test and what worked well and what did not.

Understand the environment. As part of your backup and recovery plan think through which business or IT situations put company data at risk for a disaster.  This will allow your team to conduct more real-life testing scenarios.  This exercise can also help you better understand periods in the year when risk may be at its greatest and the types of business functions, IT processes and customer interactions that open data up to risk.

Practice makes perfect. One of the biggest benefits of frequent testing is that your team gains a level of experience and confidence with your backup and recovery plan. By practicing they can react more quickly in an actual disaster event.

Backup and recovery planning is an ever-evolving function of the business. As your business changes so does your data backup and recovery needs. Make this critical function a key part of your team’s agenda.