Home > Articles > Software Development & Management

Like this article? We recommend Define the Scope of the Preliminary BIA

Define the Scope of the Preliminary BIA

As with all projects, you must determine the scope of the BIA. This can be done by meeting with the appropriate management initially to determine their expectations for the outcome of the BIA. At this point, it is imperative that you set the client’s expectations, telling what deliverables they will and will not get from the BIA.

Should You Use a Preliminary BIA Questionnaire?

Should You Use a Preliminary BIA Questionnaire?

Many contingency planners use questionnaires in the preliminary BIA process. In most cases, they go out to managers, project leads, or heads of departments because they are generally more knowledgeable about the wide scope of activities in their area. Sometimes these work, depending on the organization’s culture. Other times such questionnaires are delegated by the responsible manager to others to answer some of the more technical questions regarding budget, communications, computers, etc. More than likely they will be blown off altogether, and a 10 percent return rate is typical. Sorry—there is no shortcut to face-to-face interviews with responsible managers and executives, as described later in Part 3 of this series.

Schedule Presentation(s)

Schedule Presentation(s)

It may be possible to line up responsible managers and questionnaire recipients in a meeting. One trick is to have a senior manager call the meeting. Even if all they do is say a few words about importance of the project and then gently excuse themselves, you have a useful forum with those who stay. Make the most of this time! At this time, you should also arrange for any equipment you might need to make the presentation(s), such as projectors, PCs, screens, handouts, etc.

The type of information you are going to hone in on—either in interviews, questionnaires, or meetings—will vary from project to project. This depends upon such things as the size of the company or organization, the amount of time you have to complete the BIA, how much access you have to the people answering the questionnaires, etc.

Relevant information may include, but is not necessarily limited to:

  • Accounts receivable standards
  • Accumulation of non-processed transactions
  • Business and technical impacts
  • Business and technical recovery requirements
  • Bypass plans and procedures
  • General concerns of a major business disruption
  • Impacts to client’s customers
  • Interactions between client and its customers
  • Interactions between client and its suppliers
  • Location and type of off-site storage
  • Methods and frequency of backing up data, computer programs, and operating systems
  • Monetary effects of a major business interruption
  • Operating expenses incurred during an outage
  • Production and company processes and procedures
  • Production computer programs
  • Legal consequences of a major business interruption
  • Regulatory consequences of a major business interruption


Normally, a company’s or organization’s critical employees would be expected to execute a recovery, be it on-site or at an off-site recovery center. However, keep in mind that, in an area-wide disaster, employees would give their homes and families priority over their work. They might refuse to go to work to do the recovery. In this case, alternate personnel would need to be available and identified in the recovery plan.

Alternatively, if a company or organization contracts with a backup site, the contract can provide for alternate personnel supplied by the backup site during recovery. Obviously, recovery center personnel would have to periodically receive updated training to know how to perform the recovery for a client that could not supply personnel.

The preliminary BIA should consider all personnel needed during the recovery, including management, salaried and hourly personnel, and support staffs. Keep in mind that all may not be needed the first few days, so it should provide room for how many people are needed the first day of recovery, the second day, etc.



To perform a company or organization recovery, damaged or destroyed equipment—computers, fax machines, telephones, voicemail hardware, filing cabinets, desks, chairs, copiers, PCs, laptops, printers, forms, etc.—would need to be replaced. Even when such services are contracted far ahead of time, the equipment may not become available, installed, and available for use within the timeframe required by a company or organization doing a recovery.

Another solution is to contract with a company or organization backup site. For a subscription fee, this site could provide the facilities, equipment, and personnel to resume business operations on short notice for the affected company or organization. This approach is usually much more economical than mirroring facilities and equipment.

Voice Communications (Command, Control, Communication, Computers and Intelligence, or ”4Ci”)

Voice Communications (Command, Control, Communication, Computers and Intelligence, or ”4Ci”)

As we all know, voice communications is one of the most critical elements of company or organization operation. A disaster could disrupt voice communications. During an area-wide disaster, not only telephones but also cell phones are quite often useless because the phone networks rapidly become saturated, and they can only handle a certain number of calls at any one time.

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information

To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.


Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.


If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information

Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.


This site is not directed to children under the age of 13.


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information

If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information

Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents

California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure

Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact

Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice

We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020