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:
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organisational size
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industry;
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regulatory requirements;
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risk profile;
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existing governance;
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existing resilience capabilities; and
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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 K: Operational Resilience Strategy Template
1. Executive Summary
Summarise:
- current resilience position;
- strategic drivers;
- major risks;
- strategic priorities.
2. Operational Resilience Vision
Define the intended future state.
3. Strategic Objectives
Examples:
- strengthen critical business service resilience;
- establish integrated governance;
- improve dependency visibility;
- enhance third-party resilience;
- strengthen scenario-testing capability.
4. Scope
Define:
- business entities;
- functions;
- geographies;
- critical services;
- supporting functions.
5. Guiding Principles
Examples:
- service-focused;
- integrated;
- proportionate;
- evidence-based;
- risk-informed;
- continuously improved.
6. Current-State Summary
Summarise maturity and key gaps.
7. Target State
Describe desired future capability.
8. Strategic Workstreams
Identify major capability areas.
9. Resource Requirements
Define:
- people;
- budget;
- technology;
- expertise.
10. Governance
Define oversight and accountability.
11. Measures of Success
Define KPIs and strategic outcomes.
"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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More Information About Blended Learning OR-5000 [BL-OR-5] or OR-300 [BL-OR-3]
Contact our course consultant colleagues to learn more about our blended learning program and about the next course's schedule. They are the BL-OR-3 Blended Learning OR-300 Operational Resilience Implementer and the BL-OR-5 Blended Learning OR-5000 Operational Resilience Expert Implementer.
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