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Your Business Continuity Plan (BCP) provides detailed steps to mitigate and recover from the loss of office space, communications, services, or key people. The BCP supports the continuation of essential business operations in the event of a catastrophic event, natural or man-made.

Some of the major reasons to develop a BCP include:

  • Executing our fiduciary duty to our clients.
  • Decreasing potential exposures.
  • Ensuring organizational stability.
  • Minimizing potential economic loss.
  • Minimizing insurance premiums.
  • Reducing legal liability.
  • Protecting company assets.
  • Minimizing erroneous decision making during a situation.
  • Providing an orderly recovery from a disaster.
  • Ensuring regulatory compliance.

 The overarching philosophy in preparing a BCP is the question: “What can I do now to better prepare our business to respond if our office is unavailable?” Why our office is unavailable is not the issue. Consider that our office and all of the resources that we normally have available for day-to-day operations are no longer available. Now what would we do?

The BCP template provided by ProTracker Software will significantly accelerate your firm's development of a BCP. The template is very practical and requires only your company-specific information to be entered. If you follow the styles when you modify the BCP, the Table of Contents will automatically update with only two keystrokes.

"During our April 2002 examination, the SEC was really impressed that our firm was so well-prepared for a disaster. Thank goodness for ProTracker Software's BCP template."
Harv Ames, Ames Planning Associates, Peterborough, NH.