Ongoing Operations associates facilitate the meetings and use a standardized methodology that has been used successfully in over 40 credit unions. The associates generally spend about 2 days meeting with your key staff to document and build a business continuity plan. The process covers the following key areas:

• Business Impact Analysis
• Departmental Recovery Plans
• Key Contact Development
• Maintenance Schedule and Monitoring
• Recovery Team Development

The most significant difference between the CU Recover methodology and other companies offering the service is that it focuses on making business continuity planning an organization wide initiative and process. At the end of the process your credit union is delivered a plan that is maintainable by each business unit and recovery team. This means that the plan covers your true business recovery, instead of just Information Technology recovery. And it also means that no one person is responsible for the plan.

Next Steps

Once the plan is developed and approved it is loaded onto the CU Recover hosting platform. This platform consists of a redundant and secure website where the plan can be maintained and monitored. The plan integrates with most Microsoft Office functionality and makes meeting NCUA requirements easy.

Maintenance and Monitoring

Once the plan is complete the Maintenance Schedule and Monitoring program is enabled. This program allows Ongoing Operations to make sure the plan is updated regularly, provide regular status reports to the Executive Team, and coordinate any additional testing that is required. Each year Ongoing Operations will help to coordinate tests, ensure documentation gets updated, obtain updated Emergency Contact Information and provide a letter of certification.