Take Courses
Get Certified
Attend Events
Explore Resources
About

Library

Professional Practice Image

Library

A selection of materials from DRI International is available here as an added benefit for DRI members. We hope you enjoy this informative collection of industry information and research.

Loading Filters

WORKSHOP: The Why and How of Implementing Incident Command in BC Management

Event: Annual Conference - DRI2019

Author: Jeanne Powell

Should your business take an approach successfully used by first responders across the U.S. and, with some modifications, use it temporarily to enable more efficient and effective business continuity and disaster recovery? This session will help you identify benefits of Incident Command (IC) and provide you with the opportunity to observe the practical workings of IC so you more fully understand what it means to shift to a temporary IC management during and after a disaster. In this jam-packed two-hour session, the speaker will bring her years of real-world disaster experience (and humor) to talk about IC benefits and implementation. You'll walk through examples of: a temporary IC reporting structure modified for business; incident related documentation and forms to track progress; and an execution method to continuously and effectively keep incident efforts focused. Then, with the help of a strawman business and disaster scenario, reinforce what you've learned with some hands on learning. Participants will work together to establish an IC reporting structure, apply an operational period approach, complete incident documentation, and observe post-disaster incident documentation reconciliation."

Tags: Business Continuity Program, Process

WORKSHOP: Transitioning from Crisis Management to BCP: It’s All in the Set Up!

Event: Annual Conference - DRI2019

Author: Bobby Cook, Raelene Anderson

How do you go from crisis management to business continuity mode? Attend this workshop to find out how to make the transition smooth and avoid common pitfalls. The two-hour session will explore “hour zero activities,” including setting up the event, getting the smartest people in the room, communications and notifications, and bringing in business continuity personnel early. Next, you’ll walk through the “48 hours later” transition, including transferring to business continuity and the long-term issues involved in going from crisis response to continuity and recovery.

Tags: Business Continuity Program, Emergency response, Process

The Curious Case of Business Continuity (BC) and Geographic Recovery Strategies: What is Old, Becomes New…

Event: Annual Conference - DRI2018

Author: Michele Turner

We’ve learned a lot in the past 30+ years in the world of recovery and continuity. Where the origin may have been systems and technology, an industry evolution was necessary. Where previous conversations would have been focused on tape recovery and disk storage, the 3Ps (partnership, process, and persistence) brought about a rebirth that has led to significant understanding in the shared roles of the business, IT and vendors in supporting critical processes, across geographies (language and geo political challenges not withstanding). During this session, we’ll review these 3 Ps in a case study format, using references of the 2008 movie: The Curious Case of Benjamin Button (your homework is to watch the movie!). Unusual circumstances, a refresh of what we think we know, time keeps on ticking…what is old, becomes new.

Tags: Business Continuity Program, Global Strategy, Process

Login to access Certified Professionals Only
WORKSHOP: Reality-based Disaster Exercise Techniques

Event: Annual Conference - DRI2018

Author: Jeanne Powell

We test our backups and recovery processes occasionally and pass our audits, isn’t that enough? Only if your BCP goals are just that. Those are certainly important objectives. But, those types of exercises are not enough if the ultimate goal of your BC/DR Program is for your business to survive an actual disaster and the ensuing chaos. Reality-based, scenario driven exercises pull everything together by encouraging a holistic view of impacts and consolidated recovery considerations/efforts not discoverable in more narrowly focused exercises. This workshop will build on previous topics from the same presenter and take things further into the practical realm of disaster exercises. Come and participate in this workshop as we look at and talk about the benefits of robust disaster exercises; quickly review definitions and disaster scenario creation process (previous topics); exercise ingredients, methods, and script techniques; potential outcomes. The presenter brings deep experience with both actual disaster situations and reality-based disaster exercises, which will add a real-life perspective to our discussions.

Tags: Disaster Scenarios, Process, Exercises

Login to access Certified Professionals Only
ISO 31000, A Risk Management Standard for Decision-Makers

Event: Annual Conference - DRI2016

Author: Alex Dali

Risk management is now a management framework and the ISO 31000 Risk Management standard is a tool for better decision making. Managers of operational and support functions in the organization are empowered to harmonize vocabulary, principles, framework and processes each time they refer to the management of risk.

Tags: Risk Management, Process, Regulations and Standards

Login to access Certified Professionals Only
Business Continuity in a Public Sector Environment

Event: DRI Collegiate Conference - University of Maryland - April 10, 2015

Author: John Franchy

John Franchy provides a high-level overview of some of the supply chain challenges in the federal space and the organizational challenges faced by government business continuity practitioners in managing those risks. John alsos describe how a public sector continuity program works and ways to increase program efficiency and effectiveness through the implementation of a workforce training, certification, and process framework.

Tags: Public Sector, Process, Supply Chain

Login to access Certified Professionals Only
ISO22301-DRI Professional Practices Crosswalk

Event: DRI Professional Practices

Author: DRI

This document highlights the connections between the ISO22301 and the DRI Ten Professional Practices.

Tags: BIA, Process, Best Practices, Professional Practices, Regulations and Standards

Beyond the Storms: Strengthening Homeland Security and Disaster Management to Achieve Resilience

Event: Annual Conference - DRI2014

Author: Dan Egli

Since 9/11, hurricane Katrina, Superstorm Sandy, and the Boston Marathon attacks there has been a wave of workshops to collect the lessons learned in preparedness and crisis response. The talk has focused on the role of public-private-academic partnerships as well as critical infrastructure protection. What are the major findings from these events and how do we, as a nation, move "beyond the storms" of reacting to disruptive events, cataloging more lessons, and submitting FEMA grant requests to operationalize critical infrastructure resilience? Attend this session to find out. Egli authored the book, Beyond the Storms (published in November 2013) to prepare a new generation of leaders to help bridge the gaps between public and private sectors and shift the focus of local and regional leaders to long term risk mitigation and a response posture that supports smart resilience.

Tags: Hurricanes, Infrastructure, Process, Resiliency

Login to access Certified Professionals Only
How to "Norm" a Disparate Workforce and Create a Team

Event: Annual Conference - DRI2014

Author: John Franchy

How to "Norm" a Disparate Workforce and Create a Team

Tags: Process, Training

Login to access Certified Professionals Only
Business Continuity Resiliency: Believing It Can Be Achieved

Event: Annual Conference - DRI2014

Author: Raymond Seid

Business Continuity Resiliency: Believing It Can Be Achieved

Tags: Process, Resiliency

Login to access Certified Professionals Only
The New Normal

Event: Annual Conference - DRI2014

Author: Kevin Cunningham and Scot Phelps

The New Normal

Tags: Global Strategy, Process, Resiliency

Login to access Certified Professionals Only
GRC, BCP, ERM, Policy- COOPetition vs. COMPetition: Leveraging for Efficiency, Governing for Success

Event: Annual Conference - DRI2014

Author: Michele Turner

GRC, BCP, ERM, Policy- COOPetition vs. COMPetition: Leveraging for Efficiency, Governing for Success

Tags: Process, Governance/Regulatory Response and Compliance, Risk Management

Login to access Certified Professionals Only
Catastrophic Organizational Change Made Easy

Event: Annual Conference - DRI2014

Author: Pete Renneker

Presentation

Tags: Emergency response, Organizational Resilience, Process

Login to access Certified Professionals Only
BIA for Experienced Continuity Professionals

Event: Annual Conference - DRI2014

Author: Karol Cordero

You have the credentials and experience, but do you have what it takes to conduct an effective business impact analysis? An inadequate BIA yields wrong and useless data leading to a disastrous business continuity plan. Learn important tips such as: Using the "SMART" method Defining and setting reachable objectives Engaging the C-suite Knowing what and how to get the data for a productive business impact analysis Identifying key players in your organization Distinguishing what may be essential to upper management may not be critical to your business continuity plan This session will explore these topics and more on how to conduct a thorough and productive BIA. Improve the efficiency of your BIA for positive results!

Tags: BIA, Process

Login to access Certified Professionals Only
Comparison of Threat Assessment Methods

Event: Annual Conference - DRI2014

Author: Donald Byrne

Comparison of Threat Assessment Methods

Tags: Process

Login to access Certified Professionals Only
Managing Organizational Change

Event: Annual Conference - DRI2013

Author: Peter Renneker

Earthquakes! Fire! Security Breaches! Acquisitions! New Service Offerings! What do these events have in common? They all represent major organizational changes requiring change management proficiency. External events force us to change; understanding how people respond is critical to a successful BCP. As BC professionals, we are in the business of managing immediate and often catastrophic changes. Basic project management can deal with the discreet tasks required to make a change, but it does not account for the human experience. This presentation introduces the structure of change, what we experience when forced to change, and strategies for managing the process.

Tags: Organizational Resilience, Process

Login to access Certified Professionals Only
Case Study: Responding to a Drug Shortage Crisis

Event: Annual Conference - DRI2013

Author: Robert Munro

This case study focuses on lessons learned from a national drug shortage due to a global supplier and just in time delivery failure. In February, 2012, Manitoba Health received a letter from SANDOZ Canada Inc. stating that effective immediately they would be scaling back production of approximately 239 critical injectable medications that would affect the health sector in Manitoba and across Canada. This session outlines how the Office of Disaster Management handled this incident to ensure the stability of the drug inventory for the Health System of Manitoba, and what would steps would be implemented to prevent such a situation from occurring in the future. The key lessons learned relate to global supplier dependence and just in time delivery.

Tags: BIA, Canada, Case Study, Process

Login to access Certified Professionals Only
Translating a Global Strategic BC Plan into a Tactical Plan for Evolving Asia

Event: Annual Conference - DRI2013

Author: Sallyanne Lerota

Presentation

Tags: Global Strategy, Process, Transportation, Asia

Login to access Certified Professionals Only
Terms of DRI-ment: Join Us in Finalizing the DRI BCM Glossary for Certified Professionals

Event: Annual Conference - DRI2013

Author: Bobby Williams and Chloe Demrovsky

Clear communication is critical to effective crisis management. Yet even among our own professionals, there are discrepancies in how we describe what we do including some of our most basic activities. This presentation will explain how a group of DRI volunteers has pulled industry terminology from 22 reference documents including standards and regulations from around the world as well as professional glossaries to create a comprehensive global resource. The presenters invite you to participate in what promises to be a lively discussion about industry terminology and sources. We want to hear from you about which definitions you use, what we are missing, and how you would like to participate in this process moving forward. After we have incorporated your feedback, the glossary will be made public as a free resource on the DRI website.

Tags: Process, Glossary

Login to access Certified Professionals Only
The Business Continuity Management Risk Index (BCM-RI) Implementation Case Study

Event: Annual Conference - DRI2013

Author: Michael Kadar

Is there a metric that clearly can demonstrate to executive management the overall value of the business continuity management (BCM) program to the organization? Can BCM professionals quantitatively measure current risk levels that can be compared with established risk tolerances and report them to management in a meaningful way that drives both risk management and BCM initiatives? How could such a metric actually be implemented successfully in a large organization? This session explores these questions and presents a case study of how the BCM-RI was developed and implemented at DTE Energy. You will learn how the BCM-RI was implemented to measure the overall risk/preparedness level of DTE Energy business units, departments, subsidiaries, and the entire organization. You will see how gap analyses were performed to effectively compare BCM-RI levels to risk tolerance levels previously defined by management. Finally, you will learn how DTE Energy plans to expand the BCM-RI to develop risk indices for use by enterprise risk management and business resilience management programs.

Tags: Executive Support, Metrics, Process, Resiliency, Risk Management

Login to access Certified Professionals Only
Continuity Planning on a Budget: A Guide to Surviving and Thriving in Challenging Economic Times

Event: Annual Conference - DRI2013

Author: Paul Marksteiner

Despite the best intentions of business continuity professionals, organizations will invariably do less with less (not more), unless they change the manner in which they conduct their continuity planning. This presentation will identify costly mistakes organizations make in their continuity planning and how to stretch scarce resources.

Tags: Emergency response, Process

Login to access Certified Professionals Only
Let's Get It Wrong Quickly

Event: Annual Conference - DRI2013

Author: Robert Synak

The goal of this session is to consider novel approaches to developing recovery capabilities. Let's talk about how to shortcut the BIA/Strategy/Assessment process through inductive, rapid assessment, to kick start recovery capabilities from zero.

Tags: BIA, Process

Login to access Certified Professionals Only
Global Supply Chain and Sourcing: Lessons Learned From Japan 2011 Incidents

Event: Annual Conference - DRI2012

Author: Sherry Fritz

Presentation

Tags: Global Strategy, Asia, Process, Supply Chain

Login to access Certified Professionals Only
Stack the Deck in Your Favor

Event: Annual Conference - DRI2012

Author: Kelly Discount and Erin Meyer

Emergency managers today have the challenge of tasking staff with ever-increasing responsibilities in an environment of diminishing financial resources. Rapid technological advances in commercial off-the-shelf (COTS) software create capabilities and efficiencies that have never before been possible. Our organization's emergency management team leverages existing COTS technology such as Microsoft Office, Google Earth, and SharePoint, along with vendor-provided emergency notification systems, to capture, access, manage, and disseminate data critical for incident response. Learn how five EM professionals use affordable labor-saving technology to prepare for and respond to emergencies impacting 25,000 staff in more than 200 locations world-wide.

Tags: Emergency response, Process, Risk Management

Login to access Certified Professionals Only
Business Continuity Metrics

Event: Annual Conference - DRI2012

Author: Dan Newton

This session explains and explores business continuity metrics. Find out all about the "what" -- common metric types for program tracking - and explore the hows and whys too! Learn strategies for understanding your audience, because you have to know with whom you are communicating and what they're concerned about if your metrics are going to mean anything. Gathering lots of data is impressive, but even more amazing is showing stakeholders how tracking and measuring performed by business continuity professionals can inform business decisions. Attendees all will discover how to use deficiencies to their advantage and why being "red averse" can be detrimental to your program.

Tags: Metrics, Process

Login to access Certified Professionals Only
Best Buy Does It Better!: A Case Study

Event: Annual Conference - DRI2012

Author: Ross Olson

What happened and what did Best Buy do about it? That's the question that will be answered during this informative session. Attendees will hear lessons learned from crises that have impacted Best Buy over the last few years. At Best Buy, disasters are addressed in the following priority order: people, community, and business. This session will identify successes as well as areas for improvement in each of the three areas for crisis response.

Tags: Case Study, Emergency response, Process

Login to access Certified Professionals Only
Rebuild, Redirect, Restructure: Turning Your Program into What Your Organization Needs

Event: Annual Conference - DRI2012

Author: Greg Pinchbeck

Rebuild, Redirect, Restructure: Turning Your Program into What Your Organization Needs

Tags: Metrics, Process

Login to access Certified Professionals Only
Facility Management and Business Continuity: Two Sides of the Same Coin!

Event: Annual Conference - DRI2012

Author: Anthony Pizzitola

This session explores the relationship between facility management and business continuity.

Tags: Facility Management, Process

Login to access Certified Professionals Only
End-to-End Concepts Applied to Business Continuity

Event: Annual Conference - DRI2012

Author: Susan Rogers

This session explores the relationship between end-to-end concepts, business continuity and application development.

Tags: Process

Login to access Certified Professionals Only
NYSE Euronext: A Case Study

Event: Annual Conference - DRI2012

Author: Mitchell Simon

This session explores the challenges faced by NYSE Euronext in developing business continuity and disaster recovery platforms. NYSE Euronext is a company that does not manufacture anything, doesn't sell anything, and provides no tangible goods. Yet, it is one of the most regulated companies in the world. With a direct influence over global economic well-being, NYSE Euronext needs solid business continuity plans that are thought-out and tested, address any type of crisis, and ensure operability and communications. This session will review how plans are developed, crisis management is addressed, and communication is ensured. Attendees will benefit from statistics on efforts, lessons learned, and how NYSE Euronext plans to plan going forward.

Tags: Process, Banking/Financial Sector

Login to access Certified Professionals Only
How Resilient is Your Organization?

Event: Annual Conference - DRI2012

Author: Jerry Vevon

Currently a Vice President in Cyber Technology at Booz Allen Hamilton, Mr. Vevon has over 30 years of operational experience and over a decade directly supporting continuity of operations and business recovery planning. His primary clients include the National Geospatial-Intelligence Agency (NGA), the Office of the Director of National Intelligence (ODNI), National Reconnaissance Office (NRO) and the Department of State. He has considerable experience within the Intelligence Community, DoD, Joint Staff and Congress. Mr. Vevon manages over 300 geographically dispersed staff supporting numerous Federal Agencies and Intelligence Community clients with Mission Assurance, Business Continuity Planning, Critical Infrastructure Protection, Risk Management, Antiterrorism/Force Protection and Disaster Preparedness Exercises.

Tags: Process, Resiliency

Login to access Certified Professionals Only