Continuity Awareness & Training The Right Way

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1 Continuity Awareness & Training The Right Way Phil Lambert MBCI, CBCP President Continuity s Focus Our Frazzled & Crazy Workplace Mandate: To Do More with Less What needs to happen so one can work as three The accomplishments of 1 x?? = 3 Tactics Tools Training Focus on Training

2 Your work day! Stock Price History Session Outline: What will we talk about today? Why we Train Adult Learning How we Train Case Studies Questions

3 Strategy Business Resiliency Strategies & Plans LIFE SAFETY PLAN CRISIS MANAGEMENT PLAN DISASTER RECOVERY PLAN BUSINESS CONTINUITY PLAN EMERGENCY ACTION PLAN Assess - Build - Test - Maintai Continuity s Focus All Continuity Readiness Activities Objective: To Attain a State of Readiness to Face Any Adversity or Challenge

4 Continuity s Focus Practitioner Strategy Nuggets Organization is our Customer Make it as easy as you can Engage, Equip & Empower Put myself out of a job Continuity s Focus Why Training is CriticalForester 2010 Invoked Plans Year after Year Survey after Survey Training & awareness is our industries Achilles heel #1 Issue: Should have raised awareness and trained people more.

5 Continuity s Focus Proactive Planning Respond Restore Recover Pro-Active Re-Active Denial of Service: -Facility / Equipment -Technology -People -3 rd Party Services -Money Sources Increased Impacts: -People -Financial -Facilities -Technology -Reputation / Brand Timeline min hrs days wks Two Key Components Simple, Accurate & Viable Documents Initial Assessments Proper BC Plan components Updated on regular schedule Workable strategies Knowledgeable, Trained & Ready People #1 Weakness in industry Best Practices / Methodology Standards & Regulations

6 Continuity Focus People Corporate Strategy we are in the people business Why Training is Critical Lessons Learned Potentially saves lives Continuity s Focus Minimizes chaos & confusion Supports intuitive/reactive response Reduces impacts Restoration is quicker reducing cost Most people don t look at plans during event Reduces expose to brand damage (Oxnard Study)

7 Adult Training Styles Training Types & Styles Informationa l Awareness Instructional How to Action items Experiential Learn by doing Written Documentation Simple, Easy / Least Effective Typical Continuity Training Efforts One-on-One Training Least Productive / Effective Instructor Lead Classroom / Field Efficient & Costly / Good Results Virtual Training Most Effective & Productive / Best Investment

8 Adult Learning The Learning Pyramid Audio 70% first hour 10% after 3 days Visual 75% first hour 20% after 3 days Mixed Audio/Visual 85% first hour 66% after 3 days National Training Laboratories Bethel, Maine Instructional Sample! Personal Preparedness Stock Price Demonstration History Demo

9 Stock Price History Length of Training 7 to 20 minutes modules 60, 90 or 120 minutes for exercises Content Series Several short modules rather than one long session Interactivity Games, quizzes, surveys, interactions, etc. Graphics Pictures, movies, charts and graphs, etc. Audio Professional voiceover Stock Price History Web Based Continuity Training Custom Designed End User Training Modules Varity of Content: Length of Training Web Classroom Savings Cost of Wages Savings Web Classroom

10 Published well over 155 custom designed training modules Training Matrix

11 Insurance: Stock Price Health History Care Auto Motivations: Release of new BCM Program New program requirements New methodology New continuity software application Standardization & raise significance BCM Minimize BU Unit participation time Maintain BC team of one Training Sessions: Intro to Incident Command System (ICS) LIRT Training CIRT Training ICS Team Assignments with R&R Intro to BCM Program Business Impact Analysis Non-Technical Dependency Analysis Technical Dependency Analysis Gap Analysis Resilience One Training (BC application) Senior Leadership Training Best BC Plans Insurance: Stock Price Health History Care Auto

12 Motivations: Stock Finance Price Business History Insurance Government Regulations Annual exercises in 300 branch locations LDRPS end user training Global Company Multiple languages Hundreds of locations Increase awareness Create synergy for program Global reach without traveling Distribute program standards Remain a lean BCM team Minimize travel Program standardization Training Sessions: Intro to BRM Tier 1, 2, & 3 Exercises Multiple BC application trainings Earthquake Awareness Pandemic Awareness Active Shooter Training Global BC Awareness BC Fundamentals for Planners Response Team Training Technology Recovery Business Recovery Life Safety Training Working from home Finance Stock Banks Price Business History Insurance

13 Food: Processing Stock Packaging Price History Retail Motivations: Design & develop new program Centralized team with few members Minimize travel Program standardization Exercise manufacturing plant personnel Food: Processing Stock Price Packaging History Retail Training Sessions: Exercise Preparation Exercise scenarios: Fire Pandemic Food contamination Computer room damage Life Safety Intro to BC Intro to DR Physical Security

14 Manufacture: Software Stock Price Technology History Motivations: Global Standardization Multiple divisions with BC planners Modules: Business Impact Analysis Non-Technical Dependency Analysis Technical Dependency Analysis Gap Analysis Continuity Plan Development How to Exercise Supply Chain Planning Training Sessions: Exercise Preparation Exercise Coordinator The Exercise Debrief Exercise scenarios: Fire Pandemic Food contamination Computer room damage Pass the book of business Chemical Spill Data Center Failure Explosion Shelter in place Stock Exercises Price History for All Industries

15 Drawing Attention OUT: Text / boring / slow pace IN: Graphics / Interactive / Self-Directed Now Next Not to Far Web 3.0 Mobile streaming video Podcast Mobile learning Quick, short, effective, valuable Seamless relationships Stock Today Price History Future Communications Your work day! Stock Price History

16 EVERYDAY IS SOMEDAY Phil Lambert President & Founder mobile Anticipate, Simulate and Embrace Change Questions? Phil Lambert President & Founder thank you! Anything worth doing, is worth doing poorly, until you can learn to do it well. Zig Ziglar