CA ANZ’s Business Continuity playbook, published at the height of the COVID-19 pandemic, contains a wealth of insights and tools to assist members in public practice and small finance teams to navigate a crisis and plan for business continuity. Some of the key guidance and checklists are included here as a quick guide to assist you through any crisis.

Crisis response

Crisis response is the first step when faced with a natural disaster or other business disruption.

Download Crisis Response Checklist

Business continuity plan

Larger businesses, some of which are more likely to have a Business Continuity Plan (BCP), will need to review their plan. Other businesses will wait until the initial crisis response phase is over before they tackle a comprehensive BCP. During a natural disaster or other major business disruption, the BCP should help businesses function as fully as possible and guide the recovery. If you or your clients don’t already have such a plan, it’s not too late to put one in place. There are various methodologies to get the important end result: a survival plan for your business, your clients’ businesses, to secure the livelihoods of employees and those who depend on them.

Download Small Business Continuity Checklist

Make a plan for recovery

This is your plan to reinstate critical activities. The recovery process includes:

• developing strategies to recover your business activities in the quickest possible time
• identifying resources required to recover your operations
• documenting
• listing those who have responsibility for each task and the expected completion date.

Download Risk and Recovery checklists