Business Continuity Tabletop Exercise

Overview

The team at CU*Answers will work with you and your team to design and facilitate a tabletop exercise to address the specific needs of your credit union, whether you’re launching a new Business Continuity program, or want to take your program to the next level. A schedule of regular tabletop exercises helps provide the continuous improvements you need in addition to strengthening the response and recovery capabilities of your organization.

The basic package includes a one-time 60-90-minute tabletop exercise that begins with an awareness presentation to ensure that all participants are on the same page when it comes to preparedness planning. The event then transitions into a scenario-based simulated exercise unique to your credit union operations. Options include bundling multiple exercises for both business continuity and incident response over the course of a year to help keep awareness levels current.

To achieve the goal of continuous improvement, an ongoing schedule of exercises designed to build on the previous event is recommended. Upon ordering the Business Continuity Tabletop Exercise, a certified expert from CU*Answers will contact you to determine the best solution and provide a customized statement of work to help meet your needs.

The Process

A certified CU*Answers Business Continuity professional will work with you and your team from start to finish to:

1. Assess the current Business Continuity program to identify any gaps to address in the training exercise.
2. Identify the participants and determine the desired goals and objectives.
3. Schedule the date and time for of the virtual tabletop exercise.
   1. (On-site exercises are available for an additional fee)
4. Design and provide a scenario-based presentation for review prior to the exercise.
5. Facilitate and lead the discussion throughout the scenario, injecting questions to engage participants.
   1. (Credit union is responsible for assigning the role of scribe/note-taker).
6. Exercise will close with a review and action items for follow up.
   1. A report will be provided incorporating the notes provided by the credit union.

Next Steps

Engagements start at $150.00 and are based on the size and complexity of operations and IT environment. Standard engagement includes a 60–90-minute scenario-based virtual tabletop exercise. A custom statement of work (proposal) will be provided after the initial free consultation to determine the needs of the credit union.

Exercise schedules are filling up quickly. Place your order now to start the process and engage with a CU*Answers Business Continuity professional.

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