---
title: "[OR] [P3] [S4] [SA] [1-3] Prepare Self-Assessment: Assemble Assessment Team"
description: "[OR] [P3-S4] [1-3] Prepare Self-Assessment: Assemble Assessment Team"
image: https://blog.bcm-institute.org/hubfs/ORPM%20Morepost/ORPM%20P3-S4/ORPM_S4_Assemble%20Assessment%20Team.png
---
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###### \[OR\] \[P3-S4\] Provide Self Assessment
# \[OR\] \[P3\] \[S4\] \[SA\] \[1-3\] Prepare Self-Assessment: Assemble Assessment Team
[](https://cta-redirect.hubspot.com/cta/redirect/3893111/17c11379-32e9-40fe-aea8-b062aff5f24c)A well-rounded assessment team is essential for conducting an effective self-assessment in the Sustain phase of the Operational Resilience (OR) planning methodology.
The team should represent various departments and possess diverse expertise to ensure a comprehensive evaluation.
When assembling the team, key considerations include ensuring representation from relevant departments, selecting individuals with the necessary knowledge and experience, considering the involvement of external experts, determining an appropriate team size, appointing a qualified team leader, providing training, and establishing effective communication channels.
By carefully selecting and preparing the assessment team, you can ensure that the self-assessment process is conducted objectively and efficiently, providing valuable insights to enhance your organisation's operational resilience.
This is the introductory blog \[OR-P3-S4\] to Stage 4 of the "SUSTAIN" phase of the OR Planning Methodology. It is a pre-reading for participants attending the Operational Resilience Expert Implementer course.
[Moh Heng Goh](https://blog.bcm-institute.org/operational-resilience/author/moh-heng-goh) Sep 17, 2024
###### Operational Resilience Certified Planner-Specialist-Expert
#### [](https://cta-redirect.hubspot.com/cta/redirect/3893111/17c11379-32e9-40fe-aea8-b062aff5f24c)[](https://cta-redirect.hubspot.com/cta/redirect/3893111/02aa5bbf-4770-457a-abc2-ea8ae897fb1f)[](https://cta-redirect.hubspot.com/cta/redirect/3893111/3627c18f-0db3-470b-930d-bfa2b4c47020)
### \[1-3\] Assembling the Assessment Team
A well-rounded assessment team is essential for conducting an effective self-assessment in the Sustain phase of the Operational Resilience (OR) planning methodology.
[![ORPM \[S4\] Assemble Assessment Team](https://no-cache.hubspot.com/cta/default/3893111/15b455b9-11a7-4b4d-919d-46ec5f0c38dc.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/15b455b9-11a7-4b4d-919d-46ec5f0c38dc)The team should represent various departments and possess diverse expertise to ensure a comprehensive evaluation.
When assembling the team, key considerations include ensuring representation from relevant departments, selecting individuals with the necessary knowledge and experience, considering the involvement of external experts, determining an appropriate team size, appointing a qualified team leader, providing training, and establishing effective communication channels.
#### **Purpose**
A well-rounded assessment team is essential for conducting an effective self-assessment in the Sustain phase of the Operational Resilience (OR) planning methodology. The team should represent various departments and have a diverse range of expertise to ensure a comprehensive evaluation.
#### **Key Considerations**
- **Representation:** The team should include representatives from key departments, including risk management, business continuity, IT, finance, human resources, and legal.
- **Expertise:** Ensure team members have the necessary knowledge and experience in operational resilience, risk management, and relevant industry regulations.
- **Independence:** Consider involving external experts or consultants to provide an objective perspective.
- **Team Size:** The team size should be appropriate for the scope and complexity of the self-assessment. A larger team may be necessary for comprehensive evaluations, while a smaller team can be more efficient for focused assessments.
#### **Additional Considerations**
- **Team Leader:** Appoint a team leader with the necessary authority and skills to guide the assessment process.
- **Training:** Provide training to team members on OR principles, assessment methodologies, and data collection techniques.
- **Communication:** Establish clear communication channels and expectations within the team to ensure effective collaboration and information sharing.
By carefully assembling a diverse and qualified assessment team, you can ensure the self-assessment process is thorough and objective and provides valuable insights to enhance your organisation's operational resilience.
| \[ORPM\] Operational Resilience Planning Methodology | | | |
| --- | --- | --- | --- |
| \[P3\] Sustain Phase \[S4\] Prepare Self Assessment | | | |
| **1-1** | **1-2** | **1-3** | **1-4** |
| [![ORPM \[S4\] Define Scope & Objectives](https://no-cache.hubspot.com/cta/default/3893111/55edb556-f60c-4301-9a03-7b3da86ce1bc.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/55edb556-f60c-4301-9a03-7b3da86ce1bc) | [![ORPM \[S4\] Identify Assessment Criteria](https://no-cache.hubspot.com/cta/default/3893111/63010bad-327a-4394-bb6d-a26abdc07971.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/63010bad-327a-4394-bb6d-a26abdc07971) | [![ORPM \[S4\] Assemble Assessment Team](https://no-cache.hubspot.com/cta/default/3893111/15b455b9-11a7-4b4d-919d-46ec5f0c38dc.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/15b455b9-11a7-4b4d-919d-46ec5f0c38dc) | [![ORPM \[S4\] Gather Data & Evidence](https://no-cache.hubspot.com/cta/default/3893111/e80c4c98-c191-41b6-b4e8-0afb2f3ae083.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/e80c4c98-c191-41b6-b4e8-0afb2f3ae083) |
#### Additional Explanatory Note
| | **Definition** | **Explanation** | **Definition** | |
| --- | --- | --- | --- | --- |
| | **Self-Assessment** | is to capture and document the steps taken towards operational resilience. is to provide a comprehensive and objective evaluation of the organisation's strategy and ability to respond to disruptions. | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/2176d9f1-f7d6-486b-b71e-87a09943a555) | |
| | **Self-Assessment Document** | is to demonstrate the organisation’s resilience journey and how they have achieved compliance with the regulations. | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/75d57436-1373-4542-8563-948d72ad619e) | |
| | **Important Business Service** | is a service provided by an organisation, or by another person on behalf of the organisation, to one or more clients which, if disrupted, could: - cause intolerable harm to any one or more of the organisation’s clients, or - pose a risk to the soundness, stability or resilience of the financial system or the orderly operation of the financial markets. | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/64cc4834-c078-4a9e-b033-304eee06ce70) | |
| | **Critical Business Service** | is a business service that, if disrupted, is likely to significantly impact the FSI’s safety and soundness, its customers or other FSIs that depend on the business service. | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/9f906ebc-f9d2-4053-9e6f-586799079049) | |
| | **Critical Operations** | Is defined as a business output that, if interrupted during the operational period, will cause financial loss, damage, or interruption to the delivery of goods or services essential to the organisation’s continued operation or success. | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/85335fc5-5334-4da8-a18f-502da7524ca8) | |
| | | | | |
##### "Sustain" Phase of the OR Roadmap
| **Introduce Culture Change** | **Develop Communication Strategy** | **Implement Training and Awareness** | **Provide Self-assessment** | **Conduct Independent Quality Review** | |
| --- | --- | --- | --- | --- | --- |
| [](https://cta-redirect.hubspot.com/cta/redirect/3893111/3668f599-8d2a-44e3-882d-b1219d30cdd7) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/9e169987-fcde-4b09-afd3-aa01a6ebe9b3) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/c1f2028b-0c55-4571-81b2-54220525cb6b) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/02aa5bbf-4770-457a-abc2-ea8ae897fb1f) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/b655b64d-a554-4981-b9e5-5b839ac2d451) | |
#### More Information About Operational Resilience OR-5000 \[BL-OR-5\] or OR-300 \[BL-OR-3\] Course
To learn more about the course and schedule, click the buttons below for the OR-3 Blended Learning OR-300 Operational Resilience Implementer course and the OR-5 Blended Learning OR-5000 Operational Resilience Expert Implementer course.
| [](https://cta-redirect.hubspot.com/cta/redirect/3893111/3530eccb-515d-401e-afc2-3469e26d7fbf) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/fdd4fa9c-ed69-40c1-925f-4eb6a1c5c255) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/77a34b84-0a6d-44f8-b8d6-6ab04cdf5edd) |
| --- | --- | --- |
| [](https://cta-redirect.hubspot.com/cta/redirect/3893111/6e5c0cda-39b9-4bbd-b3d4-4cf46a790b14) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/a68a08aa-36d3-4216-9551-202c9fde06ea) | [![ \[BL-OR\] \[3-4-5\] View Schedule](https://no-cache.hubspot.com/cta/default/3893111/d0d733a1-16c0-4b68-a26d-adbfd4fc6069.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/d0d733a1-16c0-4b68-a26d-adbfd4fc6069) |
| [![\[BL-OR\] \[3\] FAQ OR-300](https://no-cache.hubspot.com/cta/default/3893111/f20c71b4-f5e8-4aa5-8056-c374ca33a091.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/f20c71b4-f5e8-4aa5-8056-c374ca33a091) | If you have any questions, click to contact us.[![Email to Sales Team \[BCM Institute\]](https://no-cache.hubspot.com/cta/default/3893111/3c53daeb-2836-4843-b0e0-645baee2ab9e.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/3c53daeb-2836-4843-b0e0-645baee2ab9e) | [](https://cta-redirect.hubspot.com/cta/redirect/3893111/7f2718a4-ea80-4f84-a319-dc2d4df37a46) |
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