Conducting a Table Top Exercise Vicky McKim, AFBCI, MBCP, CRMP - - PowerPoint PPT Presentation

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Conducting a Table Top Exercise Vicky McKim, AFBCI, MBCP, CRMP - - PowerPoint PPT Presentation

Developing and Conducting a Table Top Exercise Vicky McKim, AFBCI, MBCP, CRMP Humor or Reality? Session Overview Different Types of Exercises Preparations for an Exercise Monitor Findings Resolution Incorporating Exercising into


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Vicky McKim, AFBCI, MBCP, CRMP

Developing and Conducting a Table Top Exercise

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Humor or Reality?

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  • Different Types of Exercises
  • Preparations for an Exercise
  • Monitor Findings Resolution
  • Incorporating Exercising into Your Risk

Management Program

Session Overview

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Types of Exercises

  • Purpose
  • Value
  • Table Top
  • Walk Through
  • Simulation
  • Test
  • Full Recovery

Exercise

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Table Top

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  • Primary purpose is to familiarize

teams with the recovery process

  • Review the details of their recovery

plan

  • Frequent table tops help keep teams

ready to respond

  • Level 1 of stress inoculation

Table Top

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Walk Through

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  • Primary purpose is to verify the

recovery process actions with multiple groups at once

  • Helps uncover plan gaps
  • Dependencies are highlighted
  • Level 2 of stress inoculation

Walk Through

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Simulation

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  • Primary purpose is to actually role

play through business or IT recovery

  • Conduct briefings, allow team work

time and issue resolution

  • Helps eliminate recovery theory
  • Communications is usually a key

component

  • Level 3 of stress inoculation

Simulation

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Test

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  • Primary purpose is to recover a

portion of the processes or technology at an alternate site

  • Validates plans work
  • Exposes remaining gaps and theory
  • Level 4 of stress inoculation

Test

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Full Recovery Exercise

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  • Primary purpose is verify how long it

takes to recover if everything is down at once

  • Usually for the heavily regulated or

critical infrastructure/service companies

  • You find your pain points for a

catastrophic recovery event.

  • Level 5 of stress inoculation

Full Recovery Exercise

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Layered Preparation

  • Pick a likely threat

that has high impact potential

  • Exploit plan gaps
  • Check

dependencies

  • Test the theory
  • Time it
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  • Create a scenario related to a high

probability and impact threat

  • Schedule individual team meetings
  • Bring their continuity plans
  • Read the scenario and talk it through
  • Each team will check to see if their

plan addresses steps needed for response

Tabletop Prep

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  • Add a few teams
  • Focus on validating dependency

requirements

  • Are the dependencies accounted for

in the plans

  • Document the gaps as findings
  • Assign responsibility for the fix

Walk Through

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  • Serious impact

scenario

  • Company wide –

all the teams

  • Role play based
  • n plans
  • Injects for realism
  • Black list a few

key employees

  • Focus on

communication, issue resolution

  • Manage the

CHAOS

Simulation

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  • Use backups to recover a limited

scope of systems/processes at a remote location

  • Examples: only accounting systems or

call center operations

  • Document the technical issues as

findings and who has responsibility for resolution

Test

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  • Recover all systems, services and

processes at a remote location

  • All critical staff – serious chaos
  • Speed is paramount – work to the RTO
  • Document the gaps as findings and

who has responsibility for resolution

  • Very few companies ever do this type

Full Recovery Test

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Fixing the Findings

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Findings

  • What is it
  • Who can fix it
  • When is it due
  • What is the final

resolution

  • Is it documented
  • Close the finding
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  • Incorporate participation and findings

resolution as internal audit measurement

  • Log participation - dates for external audit
  • Executive participation critical to program

success

  • Report summary results to executives
  • Publish detailed results for team leaders

and managers – fosters improvement

Managing to Your Program

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Take-Aways

  • Start with a

simple one

  • Use probable

threats to make it real

  • Use injects
  • Let findings be

the indicator for next level

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Vicky McKim, AFBCI, MBCP, CRMP vicky.mckim@aureon.com 515.830.0233

Questions?