What is the best way to test the effectiveness of a disaster recovery plan?

1 Define your objectives and scope

Before you conduct a test, you need to have a clear idea of what you want to achieve and what you want to cover. You should define the objectives of the test, such as verifying the recovery time objective (RTO) and the recovery point objective (RPO), validating the accuracy and completeness of the data backup, evaluating the performance and availability of the recovery systems, and assessing the communication and coordination among the stakeholders. You should also define the scope of the test, such as the type and frequency of the test, the scenarios and risks involved, the systems and processes affected, and the roles and responsibilities of the participants.

2 Choose an appropriate testing method

Testing a DRP can range from simple to complex, depending on the level of realism and disruption you want to achieve. Checklist testing involves reviewing the DRP document and verifying that all steps and resources are up to date. Tabletop testing is a simulation that involves walking through a hypothetical scenario with stakeholders. Walkthrough testing involves performing some recovery actions and verifying some recovery systems in a controlled environment. Parallel testing is a full test that involves running both primary and secondary sites simultaneously, while cutover testing is the most realistic and disruptive test, shutting down the primary site completely. When choosing a testing method, consider your objectives, scope, budget, time constraints, frequency, duration, and potential impact on customers and stakeholders.

3 Prepare and execute the test

Once you have chosen the testing method, you need to prepare and execute the test according to your plan. Communication is key, so it is important to inform all participants and stakeholders of the test plan, their roles and expectations. You must coordinate the test schedule and resources with the relevant teams and vendors to ensure they are available and ready. Additionally, document the test procedures and scenarios, assigning tasks and responsibilities to each participant. When executing the test, monitor the progress and performance of recovery actions and systems. Finally, record the results and observations, collecting feedback and data from all stakeholders involved.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?