Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Disaster Recovery Guidelines
A business recovery plan has many descriptive names: disaster management plan, disaster recovery plan, emergency preparedness plan, contingency plan, business resumption plan or disaster contingency plan. For simplicity -- and because it's the term that regulations use -- the term "contingency plan" is used throughout this material.
Developing a contingency plan for an institution is one thing: developing a contingency plan that is effective and that examiners will support and approve is another. A contingency plan should not be a secret or a mystery. It's just a routine part of business planning and operations.
An effective contingency plan simply covers all the facets of the institution's business operations. This means personnel, customers, facilities, functions, assets and records. In brief, everything. This means a straightforward, uncomplicated approach to resuming business operations in case of a disaster.
First published on 03/01/2002