Professional Services Business Continuity Checklist

Assess your organization's disaster preparedness with our comprehensive checklist

What's Inside the Checklist

Our comprehensive Business Continuity Planning checklist helps you evaluate your organization's readiness for unexpected disruptions. Whether you're starting from scratch or reviewing an existing plan, this checklist ensures you don't miss critical components.

Includes Professional Services-specific compliance requirements

Risk Assessment

  • Identify critical business functions and processes
  • Document potential threats and vulnerabilities
  • Assess impact of disruptions on operations
  • Prioritize recovery objectives by business impact

Recovery Planning

  • Define Recovery Time Objectives (RTO) for each function
  • Establish Recovery Point Objectives (RPO) for data
  • Document alternate site and workspace options
  • Create IT system recovery procedures

Communication

  • Build emergency contact lists for all stakeholders
  • Establish communication protocols and channels
  • Document vendor and partner contact information
  • Create customer notification templates

Testing & Maintenance

  • Schedule regular BC plan testing exercises
  • Document lessons learned from each test
  • Update plans when business changes occur
  • Train employees on their BC responsibilities

Why Use This Checklist?

  • Based on ISO 22301 and NIST frameworks
  • Used by 500+ organizations worldwide
  • Updated for 2026 best practices

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