Configuring plan template

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Configuring Plan Template

    The Business Continuity Management application allows BCP plan managers to create effective business continuity plans for their units during disruptive events. By utilizing pre-configured templates, customers can streamline plan creation and ensure all essential elements are included.

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    Key Features

    • Pre-configured Plan Templates: The application includes templates such as Application DR Plan, Business Continuity Plan, Datacenter Recovery Plan, and Workplace Recovery Plan, each designed for specific recovery needs.
    • Custom Template Creation: Users can create tailored templates to meet unique business requirements, focusing on specific recovery elements like employees or web servers.
    • Standardized Layout: Utilizing templates provides a standardized format that outlines document sections, loss scenarios, and focuses on the essential tasks needed for effective implementation.

    Key Outcomes

    By implementing these templates, organizations can prioritize recovery efforts for critical processes, locations, and assets during disruptions. This structured approach helps ensure business continuity and minimizes downtime.

    As a BCP plan manager, you can create a business continuity plan that can be used for your respective business units during a disruptive event. The Business Continuity Management application provides pre-configured business continuity plan templates. You can streamline the process of a plan creation by using pre-configured plan templates. You can also create a plan template for your business requirement.

    You can view the pre-configured plan templates for business continuity planning in the General Administration section in the application navigator.

    Using a plan template gives you a standard plan layout that has the document sections, loss scenarios, and primary elements that are to be recovered. Plan templates help you to focus on the plan content, its tasks, and the effective implementation of the plan.

    Creating a plan helps an organization to identify processes, locations, and assets that must be recovered as a priority when there is a disruption. Selecting a plan type helps to identify the elements for recovery and the time by which it should be done.

    Using business continuity plan templates

    The Business Continuity Management application provides these business continuity plan templates that are installed with demo data:
    • Application DR Plan
    • Business Continuity Plan
    • Datacenter Recovery Plan
    • Workplace Recovery Plan

    The business continuity plan templates that are installed with demo data are shown in the example.

    Demo data.
    See the table for more information on different types of demo data plan templates that you can use in the Business Continuity Management application.
    Table 1. Demo data plan templates
    Name Primary element recovered Description
    Application DR Plan Applications Plan to recover an IT application following a disruptive event. A sample Application DR Plan template is shown in the example.Application DR Plan template.
    Business Continuity Plan Business Processes Plan to continue operations of a core business process or processes during a disruption to workplaces, applications, or critical vendors. A sample Business Continuity Plan template is shown in the example. Business Continuity Plan template.
    Datacenter Recovery Plan Datacenters Plan to recover a datacenter following a natural disaster or significant event that impacts the availability of a datacenter. A sample Datacenter Recovery Plan template is shown in the example.Datacenter Recovery Plan template.
    Workplace Recovery Plan Locations Plan to recover a workplace in the event that one of them becomes unusable or uninhabitable. A sample Workplace Recovery Plan template is shown in the example.Workplace Recovery Plan template.

    Creating a plan template for your business requirement

    Instead of using the demo data templates, you can create a template for your specific requirement. For more information on creating a plan template for your business requirement, see Configure the business continuity plan template.