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Disaster Planning in Disaster Planning in Legal Services Legal Services June 15, 2007 June 15, 2007 www.lsntap.org www.lsntap.org

Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

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Page 1: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Disaster Planning in Disaster Planning in Legal ServicesLegal Services

June 15, 2007June 15, 2007www.lsntap.orgwww.lsntap.org

Page 2: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

PresentersPresenters

Kristy Boyer, Legal Aid Foundation Kristy Boyer, Legal Aid Foundation of Metropolitan Chicagoof Metropolitan Chicago

William Guyton, Legal Services of William Guyton, Legal Services of Alabama Alabama

Page 3: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Goal of SessionGoal of Session

Give you an overview of what you Give you an overview of what you need to startneed to start

Point you to resources of valuePoint you to resources of value Get real-life examples and lessons Get real-life examples and lessons

learned from an urban and rural learned from an urban and rural programprogram

Page 4: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Overview of SessionOverview of Session

Review the FundamentalsReview the Fundamentals Lessons LearnedLessons Learned Q & A: Where are You in Disaster Q & A: Where are You in Disaster

Planning?Planning?

Page 5: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

FundamentalsFundamentals

Kristy BoyerKristy Boyer

Page 6: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

What are Fundamentals?What are Fundamentals?

Knowing Knowing Important TermsImportant Terms A Bit on A Bit on Gathering the TroopsGathering the Troops Review Review 8 Phases of Planning8 Phases of Planning

Page 7: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Important TermsImportant Terms

Disaster RecoveryDisaster Recovery Organizational ContinuityOrganizational Continuity Risk AnalysisRisk Analysis Organizational Impact Analysis (BIA / Organizational Impact Analysis (BIA /

OIA)OIA) Recovery Time ObjectivesRecovery Time Objectives Recovery Point ObjectivesRecovery Point Objectives Work Area RecoveryWork Area Recovery

Page 8: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Gathering the TroopsGathering the Troops

Disaster Recovery CommitteeDisaster Recovery Committee Consider getting a diverse group: Consider getting a diverse group:

executive, administrative, technical, executive, administrative, technical, accounting, and union representativesaccounting, and union representatives

Consider Branch office disaster Consider Branch office disaster committeescommittees

Getting Buy-InGetting Buy-In

Page 9: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Start Planning: The 8 Start Planning: The 8 PhasesPhases

Risk AssessmentRisk Assessment Business / Organizational Impact AnalysisBusiness / Organizational Impact Analysis Developing Recovery StrategiesDeveloping Recovery Strategies Develop Recovery Plans Develop Recovery Plans Implement Recovery Organization Implement Recovery Organization

StructureStructure Conduct Education & Exercises for Conduct Education & Exercises for

EmployeesEmployees Test, Test, TestTest, Test, Test Incorporate Changes and Keep CurrentIncorporate Changes and Keep Current

Page 10: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

1.1. Risk Assessment: Risk Assessment: Evaluate what is likely Evaluate what is likely

to occurto occur Internal “Disasters”Internal “Disasters”

System Failures or OutagesSystem Failures or Outages Medical EmergenciesMedical Emergencies Workplace ViolenceWorkplace Violence

External DisastersExternal Disasters Environmental:Environmental:

Earthquake, Tornado, Fire, FloodEarthquake, Tornado, Fire, Flood Non Environmental:Non Environmental:

Civil unrest, Terrorism, Bomb threat, Hazardous material Civil unrest, Terrorism, Bomb threat, Hazardous material incident, Utilities disruption incident, Utilities disruption

Page 11: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

2. Organizational Impact 2. Organizational Impact AnalysisAnalysis

Finding out what actually happens in your Finding out what actually happens in your organization every day.organization every day.

Determining your organization’s Determining your organization’s tolerance tolerance for lossfor loss of common functions of common functions

Determining Recovery Time and Point Determining Recovery Time and Point ObjectivesObjectives

Gathering important documentation Gathering important documentation (Accounting, Human Resources, (Accounting, Human Resources, Technology, Inventory)Technology, Inventory)

Page 12: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

3. Determining Disaster3. Determining Disaster

What constitutes a disaster in your What constitutes a disaster in your organization?organization?

How will a disaster be declared?How will a disaster be declared? How will your organization respond?How will your organization respond? Make a general plan for disasters Make a general plan for disasters

and then add on for specific onesand then add on for specific ones Avoid overthink!Avoid overthink!

Page 13: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

4. Developing Recovery 4. Developing Recovery StrategiesStrategies

Work Area RecoveryWork Area Recovery Technology StrategiesTechnology Strategies

Page 14: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

5. Organizational 5. Organizational ContinuityContinuity

Figure out how to serve your clients Figure out how to serve your clients post disaster (what are expectations post disaster (what are expectations of serving clients post disaster?)of serving clients post disaster?)

Dealing with mediaDealing with media Partnering with other organizationsPartnering with other organizations

Page 15: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

6. Most Important Parts 6. Most Important Parts of of

Disaster PlanningDisaster Planning Implementation of strategiesImplementation of strategies Educating staff about planEducating staff about plan Testing and updating your policyTesting and updating your policy

Page 16: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Part 2: Lessons Part 2: Lessons LearnedLearned

Kristy BoyerKristy Boyer

William GuytonWilliam Guyton

Page 17: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

QuestionsQuestions

How did you get buy-in to start How did you get buy-in to start planning?planning?

What are the three things you’ve What are the three things you’ve learned from your experience of learned from your experience of disaster planning for technology?disaster planning for technology?

Page 18: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

QuestionsQuestions

What do you like best about your What do you like best about your organization’s planning process and your organization’s planning process and your draft plan?draft plan?

What issues specific to technology are What issues specific to technology are important for others to remember or important for others to remember or consider?consider?

What were the biggest challenges you What were the biggest challenges you faced in planning generally?faced in planning generally?

What were the biggest challenges you What were the biggest challenges you faced with technology planning?faced with technology planning?

Page 19: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Where Is Your Where Is Your Program?Program?

Page 20: Disaster Planning in Legal Services Disaster Planning in Legal Services June 15, 2007

Questions for YouQuestions for You Do you have a disaster plan committee?Do you have a disaster plan committee? What is prompting the planning?What is prompting the planning? Who is involved?Who is involved? What are the main issues you face in What are the main issues you face in

planning or readiness?planning or readiness?