Plan overview scorecards for plan usage details
Summarize
Summary of Plan overview scorecards for plan usage details
The Overview tab provides comprehensive insights into a plan's usage, detailing crisis and exercise events that utilize the plan, and measures the plan’s effectiveness in asset recovery during loss scenarios. This enables ServiceNow customers to monitor plan performance and readiness in real-time.
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Plan Usage and Results
- Related Crisis Events: Displays total crisis events linked to the plan, how many are ongoing, and the date/time of the last completed crisis event.
- Related Exercises: Shows total exercises using the plan, ongoing exercises, last exercise completion date, and the success status of the last exercise.
- Exercise Results: A color-coded donut chart visualizes completed exercises categorized as successful, unsuccessful, or successful with issues, aiding in quick assessment of exercise outcomes.
Plan Details
- Scope: Lists all assets identified within the plan and presents the minimum Recovery Point Objective (RPO) and Recovery Time Objective (RTO) values supported by primary elements, helping customers understand coverage and recovery expectations.
- Recovery Teams: Scorecard highlights which recovery roles are assigned to groups or users versus unassigned roles, ensuring clarity on team responsibilities during crises.
- Documentation: Indicates the total number of documentation sections attached to the plan, with status breakdowns showing sections that are complete or pending updates, facilitating maintenance of up-to-date recovery information.
- Recovery Tasks: Details the assignment status of recovery activities by group and owner, displaying assigned versus unassigned tasks to help manage accountability during recovery processes.
- Dependencies by Loss Scenario: A donut chart shows asset coverage by recovery strategies, using color codes to indicate which assets have defined strategies. It underscores the requirement for at least one strategy per asset, with the option for one strategy to cover multiple assets.
Practical Benefits for ServiceNow Customers
By leveraging plan overview scorecards, customers can quickly assess the current state and historical performance of their recovery plans, identify gaps in team assignments and documentation, and ensure all critical assets are covered by recovery strategies. This facilitates proactive management, improves crisis response efficiency, and supports continuous improvement of business continuity plans.
The Overview tab gives you the details of the plan and the exercise and actual events that use the plan. It also indicates how successful the plan was in recovering the assets in a loss scenario.
Plan usage and results
The Plan Usage and Results section shows the details of the crisis and exercise events that use the current plan that you are viewing.
- Related Crisis Events
- Total Crisis Events: The total number of crisis events that use the current plan.
- Ongoing Crisis Events: The number of crisis events that are currently in progress.
- Last Crisis Event Date: The actual end date and time of the last crisis event that happened.
Figure 1. Related crisis events - Related Exercises
- Total Exercises: The total number of exercises that use the current plan.
- Ongoing Exercises: The number of exercise events that are currently in progress.
- Last Exercise Date: The actual end date and time of the last completed exercise event.
- Last Exercise Result: Indicates whether the last completed exercise event was successful or not.
Figure 2. Related exercises - Exercise Results
- The color-coded donut indicates the number of completed exercise events that were
successful, unsuccessful, and successful with issues.
Figure 3. Exercise results
Plan details
- Scope
Displays all the assets identified in the plan as Total. Out of all the RPO and RTO that a primary element supports, the minimum value of RPO and RTO is displayed.
Figure 4. Plan assets scorecard 
- Recovery Teams
The scorecard helps you to identify teams and individuals with clear guidelines of responsibilities to act at the time of a crisis.
The assigned score indicates that a recovery role of a plan has been assigned to a group or a user. The unassigned score indicates that the recovery role is not assigned to any group or user.
Figure 5. Recovery teams scorecard 
- Documentation
Displays the total number of documentation sections that are attached to the plan. The breakdown shows the status of the documentation sections that are updated according to the plan and in Complete state. The Pending state indicates the documentation sections that are still under edit.
Figure 6. Documentation scorecard 
- Recovery Tasks
The recovery tasks scorecard indicates a group and an owner for the group, identified to carry out the activities of the plan during the recovery process.
Figure 7. Recovery Tasks scorecard 
Out of the total number of activities identified for the plan, the assigned score indicates the number of activities for which groups have been assigned. Unassigned score indicates plan activities for which groups have not been assigned.
- Dependencies by Loss scenario
- The donut chart shows the assets covered by a strategy, and uses colors to indicate whether
the asset has a strategy or not. A loss scenario plan must have at least one strategy for an
asset. However, you can also have a single strategy covering multiple assets.
Figure 8. Dependencies by loss scenarios