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Managed IT · Template

A business continuity plan you can actually finish

Ten sections, each with the questions to answer and an example entry, sized for a business with 25 to 100 employees.

Ten sections with prompts

Example entries to copy

A testing routine that sticks

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The short answer

A small business continuity plan needs ten sections: purpose and scope, the continuity team, critical functions, recovery targets, dependencies, workarounds, contacts, communication, technology recovery and testing. Most 25 to 100 person companies can draft one in two or three working sessions and keep it to 10 to 15 pages.

The template below gives each section, the questions it must answer and an example entry. It follows the structure in FEMA’s Ready.gov business continuity guidance: prepare, set objectives, identify and prioritize impacts, develop strategies, define teams and tasks, and test. Copy the headings into a document, fill in the prompts and print a copy for every member of the continuity team.

Before you start

  • Pick one owner, usually the owner, COO or office manager. IT contributes but should not own the whole plan.
  • Book two 90-minute sessions with department leads: one to list functions and targets, one to agree workarounds.
  • Collect what already exists: insurance policies, lease, key supplier contracts, your IT documentation and any old emergency plan.
  • Decide where the plan lives. Keep a cloud copy, a printed copy off-site and a copy on each team member’s phone.

Section 1: Purpose, scope and activation

Answer: which locations and teams the plan covers, what counts as a disruption, and who can activate the plan.

Example: This plan covers our main office, the warehouse and remote staff. It is activated by the CEO or, if unavailable, the operations manager, when any critical function is expected to be unavailable for more than four hours.

Section 2: Continuity team

Answer: who leads, who handles staff, customers, IT, finance and facilities, and who backs up each person.

  • Plan lead and deputy
  • Staff communication lead
  • Customer and supplier communication lead
  • IT recovery lead, internal or your managed IT provider
  • Finance lead with authority to approve emergency spending

Section 3: Critical business functions

Answer: what the business must keep doing, ranked by how quickly its loss causes harm. Ready.gov calls this identifying and prioritizing impacts, often done as a business impact analysis.

Example: 1. Answering customer calls. 2. Taking and shipping orders. 3. Running payroll. 4. Billing and collections. 5. Marketing and reporting.

For each function note the impact of downtime after one hour, one day and one week: lost revenue, contract penalties, regulatory issues and reputation.

Section 4: Recovery targets

Answer: the maximum downtime and maximum data loss each function can tolerate. These are your recovery time objective and recovery point objective.

Example: Customer calls: back within 2 hours, no data loss. Orders: within 8 hours, no more than 1 hour of orders lost. Payroll: within 3 days. Reporting: within 2 weeks.

If you are unsure how these targets translate into IT work, our guide to business continuity vs disaster recovery explains how the two plans connect.

Section 5: Dependencies

Answer: for each critical function, which people, systems, suppliers, equipment and locations it relies on.

Example: Order taking depends on the e-commerce site, the ERP, internet at the warehouse, two trained order clerks, the label printer and the shipping carrier’s portal.

Dependencies usually reveal single points of failure: one person who knows the process, one internet line or one supplier.

Want help filling in the technology sections? Our free Technology Health Assessment takes about 30 minutes of data collection. The next day you get a plain-language report rating your IT operations, cybersecurity, applications, integration, automation, AI opportunities, technology spending and business continuity, with a short list of next steps in order. It is yours to keep, with no obligation. Book your assessment.

Section 6: Workarounds

Answer: what staff do when each dependency fails, and how long the workaround can last.

  • Office unavailable: staff work from home on company laptops; phones forward to mobiles.
  • ERP down: take orders on a printed form or shared spreadsheet, enter them once the system returns.
  • Key person out: a cross-trained backup follows the written procedure.
  • Supplier fails: approved alternate supplier with an account already open.

Section 7: Contact lists

  • All staff, with mobile numbers and personal email
  • Key customers and their contacts
  • Suppliers, landlord, utilities, internet and phone providers
  • Insurance agent and claims line, bank, accountant and attorney
  • IT provider and software vendor support lines with account numbers

Keep these lists outside your normal systems. If email is down, a contact list stored only in email is useless.

Section 8: Communication plan

Answer: who tells whom, how and when. Write short message templates now so nobody drafts them under stress: a staff alert, a customer notice and a supplier notice. Name the channels: text message, phone tree, website banner, social media and a voicemail update. Assign one spokesperson for customers and media.

Section 9: Technology recovery

Answer: how each system is restored, in what order and by whom. This section summarizes or links to your disaster recovery plan.

  • Systems listed in restore order, matched to the targets in section 4
  • Where backups are kept, how often they run and when restores were last tested
  • How to recover admin access to Microsoft 365 or Google Workspace
  • Laptop replacement process and who can ship devices
  • Steps specific to a cyberattack, including contacting your insurer before engaging outside firms

Our backup and disaster recovery guide covers backup design in detail.

Section 10: Testing and maintenance

  1. Tabletop exercise once a year. Walk the team through one scenario, such as ransomware, a fire or a week without the office, and note where the plan breaks.
  2. Restore test at least twice a year for your most critical system, timed against the target.
  3. Contact check every quarter. Phone numbers go stale faster than anything else.
  4. Full review after any major change, such as a new office, new core system or turnover in a team role.

Ready.gov’s exercise page explains how to turn likely scenarios into tabletop exercises and points to FEMA’s free planning exercises.

Finish it in three sessions

  1. Session 1 (90 minutes): sections 1 to 4. Agree scope, the team, the ranked functions and recovery targets with department leads.
  2. Session 2 (90 minutes): sections 5 to 8. Map dependencies, agree workarounds and draft the message templates.
  3. Session 3 (60 minutes, with IT): section 9, then schedule the first tabletop exercise and restore test from section 10.

Between sessions, the plan owner fills in contact lists and tidies the wording. Aim to circulate a first version within a month, then improve it after the first test.

Mistakes that make plans fail

  • Writing a 60-page document nobody reads. Short and current beats long and complete.
  • Leaving out remote staff, cloud services and suppliers.
  • No named backup for each role.
  • Recovery targets set by IT alone, without business agreement.
  • Never testing, so the first real use is the test.

JLB USA includes a written recovery plan, monitored backups and tested restores in our managed IT service for businesses with roughly 25 to 100 employees. This article is general information; check insurer and contract requirements for your business.

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Questions we hear

What should a small business continuity plan include?

Scope and activation, the continuity team, ranked critical functions, recovery targets, dependencies, workarounds, contact lists, a communication plan, technology recovery and a testing schedule.

How long should a business continuity plan be?

For a 25 to 100 person business, usually 10 to 15 pages. It should be short enough that the team will read it and keep it current.

Who should own the business continuity plan?

A business leader such as the owner, COO or office manager. IT owns the technology recovery section, but the plan covers the whole business.

How often should we test it?

Run a tabletop exercise at least once a year, test restores of critical systems at least twice a year and check contact details every quarter.

Is there a free business continuity plan template?

FEMA’s Ready.gov offers free business continuity guidance and advice on running exercises. The ten-section structure in this article can be copied directly into a document.

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