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The New Corporate ISO 22301 BC
Standard:
What It Takes To Comply
Robert C. Chandler, Ph.D.
Director, Nicholson S h l of C
Di t Ni h l         School f Communication
                                   i ti
About Everbridge
•   The Global Leader in incident notification
    systems

•   Fast-growing
    Fast growing global company with
    more than 1,500 clients in more
    than 100 countries

•   Serve the Global 2000 healthcare
                      2000,
    systems, state and local government,
    federal government, military, financial
    services firms, and universities

•   100% focused on incident notification
    solutions that merge technology
    and expertise




                                                 2
Agenda

Part 1: Presentation
• The standards on which ISO 22301 is based
• What this means for your current business continuity
    communication plan
• How to improve your plan to withstand audit and
    review

Part 2: Q&A




                                                         3
The New Corporate ISO
       22301 BC Standard:
BracingWhat It Takes To Comply
        for the 2010
Hurricane Season
        Dr. Robert Chandler
        University of Central Florida
Do ISO standards really matter?

• Over a million organizations worldwide are
  independently certified making ISO 9001 one of the
                 certified,
  most widely used management tools in the world today.

• In addition to several stakeholders’ benefits, a number
  of studies have identified significant financial benefits
  for organizations certified to ISO
                                 ISO.

• Studies also indicate that certified organizations
                                         g
  achieved superior return on assets compared to
  otherwise similar organizations without certification.
BS 25999-2 was the beginning

• In November 2006, the first draft of BS 25999 was
  published in the British Standards Institution finally
                                     Institution,
  providing a necessary structure to processes, principles
  and terminology for business continuity.
• The second draft was published in November, 2007.
• Targeted stakeholder assurance of BC plans in place
                                                place.
• Will be withdrawn when ISO 22301 is finalized




                                                             6
The standard evolves with ISO 22301

• Greater emphasis on setting the objectives, monitoring
  performance and metrics
                  metrics.
• Clearer expectations on management.
• Requires more careful planning for and preparing the
  resources needed for ensuring business continuity.
• An international standard appeals to top management
  of any organization.




                                                           7
The main differences between
BS25999-2 d
BS25999 2 and ISO 22301?
• Communication:
 The requirements for business continuity plans, including
 response procedures and recovery plans, are much more
 detailed too - e.g. the communication part


• Monitoring performance:
 Requirement for BCM/BCMS Metrics e g BIA update frequency
                                  e.g.           frequency,
 number of plans, number of exercises completed, etc


• Operational planning and control:
 Emphasis on operational planning and setting controls
 for the BCMS
The shift from BCMS to PCMS

• BCMS (Business Continuity Management System)
  vs PCMS (Preparedness and Continuity
  Management System)

• An emphasis on preparedness is now integrated
  in terminology.

• Preparedness includes:
  •   Creating policies and actions.
  •   Controlling and measuring an organization’s risks.
  •   Monitoring and reviewing progress
                                progress.
  •   Implementing continual improvement based on measurement
ISO 22301 anticipated timeline

• The standard, entitled “Societal security - Business
  continuity management systems – R
      ti it               t    t       Requirements” i
                                             i      t ” is
  currently on to the Final Draft International Standard
  (
  (FDIS) stage.
        )    g

• The draft now needs a two-thirds majority of a yes
  or no vote (with less than one-third of the total vote
             (
  being negative) by the TC233 committee for the
  standard to be published.

• The earliest that the standard will be published is the
  end of 2011 but 2012 may be more likely.
Let’s highlight a few of the
communication aspects of ISO 22301
         i ti          t f

• Section 8 5 3
          8.5.3
• The organization shall establish, implement
  and maintain procedures for:
  c) internal communication between the various levels
     and functions within the organization;

  d) external communications with partner organizations
     and other stakeholders;


                                            Everbridge Aware
                                            Single step
                                            Single-step to send to all of your
                                            internal contacts and external partners
                                            and constituents
                                                                                11
Let’s highlight a few of the
communication aspects of ISO 22301
         i ti          t f

• Section 8 5 3
          8.5.3
• The organization shall establish, implement
  and maintain procedures for:
  e) receiving, documenting and responding to
     communication from other stakeholders;

  h) assuring availability of means of communication
     during a disruptive incident;


                                            Everbridge Aware
                                            Receive 2-way real-time feedback on
                                                      2 way, real time
                                            notifications. Bullet proof infrastructure
                                            with 99.99% availability.
                                                                                   12
Let’s highlight a few of the
communication aspects of ISO 22301
         i ti          t f

• Section 8 5 3 cont’d
          8.5.3 cont d
• The organization shall establish, implement
  and maintain procedures for:
  i) facilitating structured communication with emergency responders;

  j) assuring the interoperability of multiple
     responding organizations and personnel;

  k) recording of vital information about
     the incident, actions taken and
     decisions made; and                         Everbridge Aware
                                                 Pre planned
                                                 Pre-planned structured messages
                                                 Communicate across all device types
                                                 Robust real-time reporting and results
                                                                                    13
Let’s highlight a few of the
communication aspects of ISO 22301
         i ti          t f

• Section 8 5 3 cont’d
          8.5.3 cont d
• The organization shall establish, implement
  and maintain procedures for:
  l) operations of a communications facility.


• The communication and warning system
  shall be regularly exercised

                                                Everbridge Aware
                                                ENS system is core component of
                                                every communication facility. Easy
                                                and cost-effective to test regularly.
                                                                                        14
Let’s highlight a few of the
communication aspects of ISO 22301
         i ti          t f

• Section 8 5 4
          8.5.4
• The organization shall nominate incident response
  personnel with the necessary responsibility,
                               responsibility
  authority and competence to manage an incident.
• The organization shall establish an incident
  response structure that provides for personnel to:
  b) trigger an appropriate response;

  c) have processes and procedures
     for the activation, operation,
                                        Everbridge Aware
     coordination and communication     Facilitates the response process.
                                                                 process
     of the incident response;          Easy to incorporate your
                                        communication processes into
                                        the system                          15
Let’s highlight a few of the
communication aspects of ISO 22301
         i ti          t f

• Section 8 5 4
          8.5.4
• The organization shall nominate incident response
  personnel with the necessary responsibility,
                               responsibility
  authority and competence to manage an incident.
• The organization shall establish an incident
  response structure that provides for personnel to:
  d) have resources available to support
   )                               pp
     the processes and procedures to
     manage an incident; and               Everbridge Aware
  e) communicate with stakeholders
                      stakeholders.        Provides the central infrastructure to
                                           communicate with stakeholders

                                                                                16
Here are communication tips to enhance
your compliance with requirements…
          li     ith     i      t
Communication priorities to improve your
plan and enhance compliance
 l     d h             li

1. Optimal timing

2. Message content

3. Maintain control

4. Transparency

5. Optimal delivery channels
Reaction time
Factors that affect reaction time include:
   •   Recognition
   •   Choice
   •   Number of stimuli
   •   Fatigue
   •   Reasoning
   •   Remembering
   •   Imagining
   •   Learning



                                             19
Situation awareness
• Situation awareness is “knowing what is
  going on so you can figure out what to do”*
                                         do

• To function in a crisis, people need to
  have answers to:
   • What is happening?

   • Wh i it h
     Why is happening?
                  i ?

   • What will happen next?

   • What can I do about it?



                                                  20
                                                *Wikipedia
Is your communication plan fortified?

Effective crisis communication includes just the right
amount of i f
        t f information, but…
                   ti    b t
• What constitutes the right amount of information?
• How much information is enough?
• How much is too much?
Pitfalls to avoid in your messaging audit

1. Underloading or
   overloading messages

   Balance ideas,
   information, and words
   the context of a crisis
                    crisis.
Pitfalls to avoid in your messaging audit

2. Not testing messages

   Test content, tone, and comprehension
   with focus groups.
Pitfalls to avoid in your messaging audit

3. Sending mixed messages

   Create messages that are
   accurate, consistent, and
   reinforce each other.
Pitfalls to avoid in your messaging audit

4. Poorly-timed messages

   Avoid too-early or too-late
   messages. Plan ahead and
   act quickly to communicate
   during the short window when
   people are most receptive.
Pitfalls to avoid in your messaging audit

5. Wrong delivery channels

   Account for changes to common
   communication channels due to
   quarantine, illness, and other
   pandemic effects
             effects.
Pitfalls to avoid in your messaging audit

6. Mismatched messages

   Create and send authoritative,
   accurate,
   accurate forthright messages.
                       messages
   Do not downplay risks
   or threats. Correct
   misinformation swiftly.
Pitfalls to avoid in your messaging audit

7. Failure to understand your audience

   Understand and adapt messaging to your
   audience’s comprehension levels and
   motivations. Avoid jargon and sophisticated
   concepts.
   concepts
Pitfalls to avoid in your messaging audit

8. Lack of transparency

   Provide factual, accurate information.
   Remember that people have a right to
   know the risks and consequences.
Discussion continues…

 •   Twitter:
     @ISO22301

 •   LinkedIn:
     http://www.linkedin.com/groups/ISO22301-3931836
        p                    g p

 •   Download the draft:
     http://www.iso.org/iso/iso_catalogue/catalogue_tc/c
     atalogue_detail.htm?csnumber=50038
      t l      d t il ht ?       b 50038




                                                           30
It’s your choice!

 • Your organization can choose how important
   it i t certify.
      is to  tif
 • Weigh the impact or advantages/disadvantages
   of certification on your organization.
                            organization
 • More research is recommended to understand the
   full implications of ISO 22031 in your situation
                                          situation.




                                                       31
Incident Notification

Marc Ladin
Chief Marketing Officer, Everbridge




                                      32
Incident notification solutions address
common communication challenges

• Communicate quickly easily and
              quickly, easily,          • Reduce miscommunication and
 efficiently with large numbers of       control rumors with accurate,
 people in minutes, not hours, making    consistent messages
 sure that the lines of communication
 are open
                                        • Satisfy regulatory requirements
• Receive feedback from your             with extensive and complete
 messages by using polling               reporting of communication attempts
                                               ti   f        i ti    tt   t
 capabilities                            and two-way acknowledgements
                                         from recipients
• Ensure two-way communication
         two way
 to get feedback from message           • Deliver refined, prepared , timed
 receivers                               messages to each pre-designated
                                         audience group, by scenario


                                                                              33
Key evaluation criteria for an incident
notification system

• Experience and expertise
• Ease of use
• Ability to reach all contact paths,
  including voice email native SMS
            voice, email,
  (over SMPP and SMTP), IM, and more

• Ease of integration


                                          34
Communication resources
Contact information         Upcoming webinars:
                            Business Case Demo (August 25)
                            www.everbridge.com/webinars
                            www everbridge com/webinars

                            White papers, literature, case studies
                            www.everbridge.com/resources
Robert C. Chandler, Ph.D.
rcchandl@mail.ucf.edu
   h dl@ il f d             Follow us:
1.407.823.2683                   blog.everbridge.com
                                 twitter.com/everbridge
                                 facebook.com/everbridgeinc
                                 youtube.com/user/everbridge
Marc Ladin
marc.ladin@everbridge.com
1.818.230.9700
1 818 230 9700


                                  Reminder
                                  Everbridge Insights webinars
                                  qualify for Continuing Education
                                  Activity Points (CEAPs) for DRII
                                  certifications. Visit www.drii.org
                                  to register your credit.
                                  Item Number (Schedule II): 26.3
                                  Activity Group: A
                                  1 Point for each webinar

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Everbridge Webinar - The New Corporate ISO 22301 BC Standard

  • 1. The New Corporate ISO 22301 BC Standard: What It Takes To Comply Robert C. Chandler, Ph.D. Director, Nicholson S h l of C Di t Ni h l School f Communication i ti
  • 2. About Everbridge • The Global Leader in incident notification systems • Fast-growing Fast growing global company with more than 1,500 clients in more than 100 countries • Serve the Global 2000 healthcare 2000, systems, state and local government, federal government, military, financial services firms, and universities • 100% focused on incident notification solutions that merge technology and expertise 2
  • 3. Agenda Part 1: Presentation • The standards on which ISO 22301 is based • What this means for your current business continuity communication plan • How to improve your plan to withstand audit and review Part 2: Q&A 3
  • 4. The New Corporate ISO 22301 BC Standard: BracingWhat It Takes To Comply for the 2010 Hurricane Season Dr. Robert Chandler University of Central Florida
  • 5. Do ISO standards really matter? • Over a million organizations worldwide are independently certified making ISO 9001 one of the certified, most widely used management tools in the world today. • In addition to several stakeholders’ benefits, a number of studies have identified significant financial benefits for organizations certified to ISO ISO. • Studies also indicate that certified organizations g achieved superior return on assets compared to otherwise similar organizations without certification.
  • 6. BS 25999-2 was the beginning • In November 2006, the first draft of BS 25999 was published in the British Standards Institution finally Institution, providing a necessary structure to processes, principles and terminology for business continuity. • The second draft was published in November, 2007. • Targeted stakeholder assurance of BC plans in place place. • Will be withdrawn when ISO 22301 is finalized 6
  • 7. The standard evolves with ISO 22301 • Greater emphasis on setting the objectives, monitoring performance and metrics metrics. • Clearer expectations on management. • Requires more careful planning for and preparing the resources needed for ensuring business continuity. • An international standard appeals to top management of any organization. 7
  • 8. The main differences between BS25999-2 d BS25999 2 and ISO 22301? • Communication: The requirements for business continuity plans, including response procedures and recovery plans, are much more detailed too - e.g. the communication part • Monitoring performance: Requirement for BCM/BCMS Metrics e g BIA update frequency e.g. frequency, number of plans, number of exercises completed, etc • Operational planning and control: Emphasis on operational planning and setting controls for the BCMS
  • 9. The shift from BCMS to PCMS • BCMS (Business Continuity Management System) vs PCMS (Preparedness and Continuity Management System) • An emphasis on preparedness is now integrated in terminology. • Preparedness includes: • Creating policies and actions. • Controlling and measuring an organization’s risks. • Monitoring and reviewing progress progress. • Implementing continual improvement based on measurement
  • 10. ISO 22301 anticipated timeline • The standard, entitled “Societal security - Business continuity management systems – R ti it t t Requirements” i i t ” is currently on to the Final Draft International Standard ( (FDIS) stage. ) g • The draft now needs a two-thirds majority of a yes or no vote (with less than one-third of the total vote ( being negative) by the TC233 committee for the standard to be published. • The earliest that the standard will be published is the end of 2011 but 2012 may be more likely.
  • 11. Let’s highlight a few of the communication aspects of ISO 22301 i ti t f • Section 8 5 3 8.5.3 • The organization shall establish, implement and maintain procedures for: c) internal communication between the various levels and functions within the organization; d) external communications with partner organizations and other stakeholders; Everbridge Aware Single step Single-step to send to all of your internal contacts and external partners and constituents 11
  • 12. Let’s highlight a few of the communication aspects of ISO 22301 i ti t f • Section 8 5 3 8.5.3 • The organization shall establish, implement and maintain procedures for: e) receiving, documenting and responding to communication from other stakeholders; h) assuring availability of means of communication during a disruptive incident; Everbridge Aware Receive 2-way real-time feedback on 2 way, real time notifications. Bullet proof infrastructure with 99.99% availability. 12
  • 13. Let’s highlight a few of the communication aspects of ISO 22301 i ti t f • Section 8 5 3 cont’d 8.5.3 cont d • The organization shall establish, implement and maintain procedures for: i) facilitating structured communication with emergency responders; j) assuring the interoperability of multiple responding organizations and personnel; k) recording of vital information about the incident, actions taken and decisions made; and Everbridge Aware Pre planned Pre-planned structured messages Communicate across all device types Robust real-time reporting and results 13
  • 14. Let’s highlight a few of the communication aspects of ISO 22301 i ti t f • Section 8 5 3 cont’d 8.5.3 cont d • The organization shall establish, implement and maintain procedures for: l) operations of a communications facility. • The communication and warning system shall be regularly exercised Everbridge Aware ENS system is core component of every communication facility. Easy and cost-effective to test regularly. 14
  • 15. Let’s highlight a few of the communication aspects of ISO 22301 i ti t f • Section 8 5 4 8.5.4 • The organization shall nominate incident response personnel with the necessary responsibility, responsibility authority and competence to manage an incident. • The organization shall establish an incident response structure that provides for personnel to: b) trigger an appropriate response; c) have processes and procedures for the activation, operation, Everbridge Aware coordination and communication Facilitates the response process. process of the incident response; Easy to incorporate your communication processes into the system 15
  • 16. Let’s highlight a few of the communication aspects of ISO 22301 i ti t f • Section 8 5 4 8.5.4 • The organization shall nominate incident response personnel with the necessary responsibility, responsibility authority and competence to manage an incident. • The organization shall establish an incident response structure that provides for personnel to: d) have resources available to support ) pp the processes and procedures to manage an incident; and Everbridge Aware e) communicate with stakeholders stakeholders. Provides the central infrastructure to communicate with stakeholders 16
  • 17. Here are communication tips to enhance your compliance with requirements… li ith i t
  • 18. Communication priorities to improve your plan and enhance compliance l d h li 1. Optimal timing 2. Message content 3. Maintain control 4. Transparency 5. Optimal delivery channels
  • 19. Reaction time Factors that affect reaction time include: • Recognition • Choice • Number of stimuli • Fatigue • Reasoning • Remembering • Imagining • Learning 19
  • 20. Situation awareness • Situation awareness is “knowing what is going on so you can figure out what to do”* do • To function in a crisis, people need to have answers to: • What is happening? • Wh i it h Why is happening? i ? • What will happen next? • What can I do about it? 20 *Wikipedia
  • 21. Is your communication plan fortified? Effective crisis communication includes just the right amount of i f t f information, but… ti b t • What constitutes the right amount of information? • How much information is enough? • How much is too much?
  • 22. Pitfalls to avoid in your messaging audit 1. Underloading or overloading messages Balance ideas, information, and words the context of a crisis crisis.
  • 23. Pitfalls to avoid in your messaging audit 2. Not testing messages Test content, tone, and comprehension with focus groups.
  • 24. Pitfalls to avoid in your messaging audit 3. Sending mixed messages Create messages that are accurate, consistent, and reinforce each other.
  • 25. Pitfalls to avoid in your messaging audit 4. Poorly-timed messages Avoid too-early or too-late messages. Plan ahead and act quickly to communicate during the short window when people are most receptive.
  • 26. Pitfalls to avoid in your messaging audit 5. Wrong delivery channels Account for changes to common communication channels due to quarantine, illness, and other pandemic effects effects.
  • 27. Pitfalls to avoid in your messaging audit 6. Mismatched messages Create and send authoritative, accurate, accurate forthright messages. messages Do not downplay risks or threats. Correct misinformation swiftly.
  • 28. Pitfalls to avoid in your messaging audit 7. Failure to understand your audience Understand and adapt messaging to your audience’s comprehension levels and motivations. Avoid jargon and sophisticated concepts. concepts
  • 29. Pitfalls to avoid in your messaging audit 8. Lack of transparency Provide factual, accurate information. Remember that people have a right to know the risks and consequences.
  • 30. Discussion continues… • Twitter: @ISO22301 • LinkedIn: http://www.linkedin.com/groups/ISO22301-3931836 p g p • Download the draft: http://www.iso.org/iso/iso_catalogue/catalogue_tc/c atalogue_detail.htm?csnumber=50038 t l d t il ht ? b 50038 30
  • 31. It’s your choice! • Your organization can choose how important it i t certify. is to tif • Weigh the impact or advantages/disadvantages of certification on your organization. organization • More research is recommended to understand the full implications of ISO 22031 in your situation situation. 31
  • 32. Incident Notification Marc Ladin Chief Marketing Officer, Everbridge 32
  • 33. Incident notification solutions address common communication challenges • Communicate quickly easily and quickly, easily, • Reduce miscommunication and efficiently with large numbers of control rumors with accurate, people in minutes, not hours, making consistent messages sure that the lines of communication are open • Satisfy regulatory requirements • Receive feedback from your with extensive and complete messages by using polling reporting of communication attempts ti f i ti tt t capabilities and two-way acknowledgements from recipients • Ensure two-way communication two way to get feedback from message • Deliver refined, prepared , timed receivers messages to each pre-designated audience group, by scenario 33
  • 34. Key evaluation criteria for an incident notification system • Experience and expertise • Ease of use • Ability to reach all contact paths, including voice email native SMS voice, email, (over SMPP and SMTP), IM, and more • Ease of integration 34
  • 35. Communication resources Contact information Upcoming webinars: Business Case Demo (August 25) www.everbridge.com/webinars www everbridge com/webinars White papers, literature, case studies www.everbridge.com/resources Robert C. Chandler, Ph.D. rcchandl@mail.ucf.edu h dl@ il f d Follow us: 1.407.823.2683 blog.everbridge.com twitter.com/everbridge facebook.com/everbridgeinc youtube.com/user/everbridge Marc Ladin marc.ladin@everbridge.com 1.818.230.9700 1 818 230 9700 Reminder Everbridge Insights webinars qualify for Continuing Education Activity Points (CEAPs) for DRII certifications. Visit www.drii.org to register your credit. Item Number (Schedule II): 26.3 Activity Group: A 1 Point for each webinar