[OR] [PM] [P1] [T] [AQ] Final Plan Phase Management Checklist

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 AQ:  Final Plan Phase Management Checklist    

Senior management should be able to answer Yes to the following questions before the Plan Phase is formally closed:

• Do we understand our current operational resilience capability?
• Do we understand our major weaknesses?
• Have material gaps been prioritised?
• Do we have an approved Operational Resilience Strategy?
• Do we have a realistic implementation roadmap?
• Have resources and funding been identified?
• Is our risk appetite clear?
• Are KRIs, KPIs, and thresholds established?
• Is governance operating?
• Are accountabilities clear?
• Are decision rights defined?
• Are escalation arrangements established?
• Are significant risks visible to senior management?
• Is remediation being governed?
• Is independent assurance defined?
• Are business units prepared to participate?
• Are key data sources available?
• Are known weaknesses being actively managed?
• Has the readiness assessment been completed?
• Has management formally approved transition into the Implement Phase?

If the organisation can answer these questions confidently, the Plan Phase has achieved its intended purpose.

"Plan" Phase of the OR Planning Methodology

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

More Information About Blended Learning OR-5000 [BL-OR-5] or OR-300 [BL-OR-3]

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