Disaster Preparation

In an article published on FinancialPlanning October 7, 2016, Carolyn McClanahan discussed the action plan her firm had in place as Hurricane Matthew was bearing down on her city.

Here are some ideas that you may want to consider.

  1.  The more information and applications that are web-based, the more accessible they will be in the event of an emergency that affects your office.
  2. Use a service like Constant Contact to send out mass messages to clients to inform them of your status.  You can let clients know if you will need to close your office and when you will be available again.
  3. Prepare information that you will need in the event you can’t access your office or your web-based applications:
    1. how to update your website home page to let everyone know that your office has faced a disaster
    2. how to call your phone provider to forward your phone number and how to restore files using you backup information
    3. a list of all vendors including contact information and what application or service you use from that vendor
    4. a list of client contact information

The more prepared you are in advance of a possible disaster, the easier it will be to respond to the circumstance and be available to your clients.

Lastly, if you had to leave your office because of a disaster, be sure to document what you did as a test of your disaster recovery plan.

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