[OR] [PM] [P1] [T] [AO] Plan Phase Practitioner Quick Reference

A Practitioner’s Guide to the “Plan” Phase

Practical Tools for the Plan Phase

A Practitioner’s Guide to the “Plan” Phase into practical application.

The appendices provide practical tools, templates, assessment structures, and implementation aids to support the Plan Phase of the Operational Resilience Planning Methodology.

They are designed to help practitioners translate the concepts described in Chapters 1 to 8 into structured organisational activities.

The appendices may be adapted to reflect:

organisational size
industry;
regulatory requirements;
risk profile;
existing governance;
existing resilience capabilities; and
internal terminology.

The templates should therefore be treated as practical starting points rather than rigid requirements.

The key objective is consistency, traceability, and evidence-based implementation.

Appendix AO: Plan Phase Practitioner Quick Reference

The Plan Phase can be remembered through five questions:

Stage 1 — Assess Capability and Maturity

Where are we now?

Primary Output:

Current-State Baseline

Stage 2 — Analyse Gap

What is missing?

Primary Output:

Prioritised Gap Register

Stage 3 — Develop Strategy and Roadmap

Where are we going and how will we get there?

Primary Outputs:

Operational Resilience Strategy + Roadmap

Stage 4 — Confirm Risk Appetite

How much risk are we prepared to accept?

Primary Output:

Operational Resilience Risk Appetite Framework

Stage 5 — Develop and Embed Governance

Who is accountable and how will resilience be managed?

Primary Output:

Operational Resilience Governance Framework

"Plan" Phase of the OR Planning Methodology

Assess Capability and Maturity	Analyse Gap	Develop Strategy and Roadmap	Confirm Risk Appetite	Develop and Embed Governance

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