FREE TOOL 09 / Preparedness

Business continuity tabletop

Practice a disruption, record service dependencies and recovery targets, and leave with owned improvements. For RIA operations, compliance and technology teams.

Text · PDF · Editable copyRead the guide ↗
Inputs stay in this browser tab

No automatic saving. Download a copy or choose Save to free account to keep your work. Avoid client details, credentials and confidential evidence.

A useful conversation starts with a scenario.

Choose a session length and participant roles. Your editable facilitator brief, agenda and follow-up record will appear here.

Sources, assumptions & limits

Template 1.3.0 · Sources checked October 2, 2026. A planning aid, not legal advice, a system assessment or a compliance determination. User-recorded statuses are not independently verified.

PRODUCT-EXERCISE: Continuity and exercise workflow, version 1.3.0 ↗ — No prescribed frequency, recovery target or compliance outcome. A discussion does not demonstrate technical recovery. Qualified content review remains pending.

NIST-34: SP 800-34 Rev. 1: Contingency Planning Guide for Federal Information Systems ↗ — Federal contingency guidance used as planning background, not a specific RIA legal mandate.

NIST-84: Guide to Test, Training, and Exercise Programs for IT Plans and Capabilities ↗ — Exercise methodology background, originally in a federal context. Our fictional scenarios and minute allocations are product-authored suggestions.

Read our methodology