Business continuity plan template

A business continuity plan (BCP) sets out how your company keeps its most important work going, or gets it back quickly, when something disrupts it: a fire or flood, an IT failure or cyber attack, a key supplier going under, or losing key people at once. This free Word template is built for companies of roughly 10 to 250 people.

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It covers the business impact analysis, the incident team, a first-hour checklist, recovery steps for premises, people, IT and suppliers, communications, and testing.

What's in the template

Business continuity plan

Company 
Plan owner 
Version1.0
Approved by 
Date approved 
Next test 
Copies keptInclude one offline copy, e.g. printed or on a phone

1. Purpose and scope

Which sites, teams and services this plan covers, and what it doesn't.

2. Incident team

RoleNameMobileDeputy
Incident lead   
Communications   
IT and data   
People and HR   
Premises   
Finance   

3. Critical activities (business impact analysis)

ActivityImpact if it stopsMaximum tolerable outageRecovery time objectiveMinimum resourcesDepends on
      
      
      

4. Scenarios

ScenarioLikelihoodImpactResponse in section
Loss of office or site (fire, flood, no access)   
IT failure or cyber attack   
Loss of key people (illness, resignation)   
Key supplier fails   
Power, internet or phone outage   

5. First-hour checklist

  • Make sure everyone is safe and accounted for; call the emergency services if needed
  • Incident lead takes charge and starts the incident log (section 10)
  • Work out which critical activities are affected (section 3)
  • Decide whether to invoke this plan
  • Tell staff what to do: work from home, stay away, or carry on
  • If systems are affected, call IT support and don't switch off or wipe anything yet
  • Tell customers and suppliers if service is affected (section 7)
  • Record every decision and the time it was made

6. Recovery

ResourceIf it's lostRecovery stepsOwner
Premises   
People   
IT systems and data   
Phones and internet   
Key suppliers   
Records   

7. Communications

AudienceMessage ownerChannelWhen
Staff   
Customers   
Suppliers   
Insurer   
Bank   
Regulators, if any   

8. Key contacts

OrganisationPurposeContactAccount or policy no.
Insurer   
IT support   
Landlord or facilities   
Bank   
Utilities   

9. Testing and review

TestHow oftenLast doneNext due
Check contact detailsQuarterly  
Restore a backup   
Tabletop exerciseYearly  
Full plan reviewYearly, and after any major change  

10. Incident log

TimeEvent or decisionBy
   
   
   

The terms in the template

  • Business impact analysis (BIA): working out which activities matter most and how quickly the damage grows when they stop.
  • Maximum tolerable outage: how long an activity can stop before the damage becomes unacceptable.
  • Recovery time objective (RTO): the target time to get an activity running again, which must be shorter than its maximum tolerable outage.
  • Recovery point objective (RPO): how much data you can afford to lose, measured in time since the last good backup.

How to write the plan

  1. List the critical activities and how fast it hurts when each one stops.
  2. Set a recovery target for each, and check your backups and suppliers can actually meet it.
  3. For each scenario, decide the workaround in advance: laptops and cloud systems so people can work from home, a second supplier, a phone divert.
  4. Name the incident team and their deputies, collect the contacts, and keep a copy somewhere that will still work if your systems don't.
  5. Test it. An hour-long tabletop exercise with a realistic scenario finds most of the gaps.
  6. Review it once a year and after any real incident.

Example: impact analysis for a fictional logistics company

How section 3 might look for a 120-person logistics firm:

ActivityImpact if it stopsRecovery targetMinimum resources
Dispatching customer ordersMissed deliveries; contract penalties after a day8 hoursWarehouse system, 6 staff, courier booking
Customer service phonesCustomers can't reach us; complaints2 hoursDivert to mobiles, 3 staff
PayrollStaff not paid on payday3 days before paydayPayroll system, 1 trained person
Supplier paymentsLate fees; strained suppliers5 daysBanking access, 2 approvers

Common mistakes

  • A plan that only covers IT. Losing a building, a supplier or two key people can hurt as much.
  • Out-of-date contact details, which you only find out in the middle of an incident.
  • The only copy is on the server that's down.
  • Never tested, so nobody knows their role.
  • No deputies. The incident lead may be the one who's unavailable.

Frequently asked questions

What's the difference between a business continuity plan and a disaster recovery plan?

A disaster recovery plan covers getting IT systems and data back. A business continuity plan covers the whole business: people, premises, suppliers and customers as well as IT.

Is a business continuity plan a legal requirement?

For most private companies it isn't, but customers, insurers and regulators often ask to see one, and some contracts require it.

How often should we test it?

Check the contact details every few months and run at least one exercise a year. Test backups by actually restoring from them.

Sources