Small Business Disaster Recovery Plan Worksheet

Plan details

Business name

Plan owner

Backup owner

Technical contact

Last reviewed

Next recovery test

Plan location

Offline copy

Critical systems and data

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System or data	Owner	Admin or vendor	Backup location	Last verified	Priority	Max downtime	Max data loss

First-hour actions

Name one incident lead.
Start an incident log.
Confirm affected systems.
Decide whether compromise is suspected.
Isolate affected systems if needed.
Contact IT, host, or vendor support.
Move coordination to a trusted channel.
Check backup status without overwriting evidence.

Restore verification

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Restored item	Technical check	Business check	Approved by	Notes
Login and access
Data completeness
Core workflow
External connections
Security cleanup

Quarterly recovery test

Review critical systems.
Confirm owners and vendor contacts.
Restore a sample file.
Restore one critical system to a test environment.
Confirm restored data is usable.
Compare actual restore time with RTO.
Record issues and owners.
Set the next test date.

Post-incident review

Review notes