“DO-IT-YOURSELF”CRISIS ACTION PLANNINGFOR THE SMALL BUSINESS

Sponsors

Presenter Bio

• Anita Y. Mathis is Founder and Chief Technology Advisor at AMA Unified Communications Corporation. She is an entrepreneur, workshop facilitator and speaker with a focus on business, technology and personal readiness.

• Anita consults with small businesses and independent professionals in the southeast and virtually on the topic of technology and employee readiness. Anita consults with small businesses and independent professionals in the southeast and virtually on the topic of technology and employee readiness.

WHY DO CRISIS PLANNING?

• Crisis planning can significantly reduce the impact of interruptions to your business.

• The ROTI (Return on Time Investment) of planning is very excellent.

• By taking action on the information in today’s presentation, your business will be demonstrating your responsibility to your employees, clients and partners.

WHO SHOULD LEAD YOUR CRISIS TEAM?

During emergencies and crises, the demand on their skills is tremendous; contingency management and disaster recovery typically involve functioning despite time constraints, high stress, inadequate decision frames, and the necessity to carefully complete critically important tasks far beyond the duties of the day-to-day workplace tasks team leaders typically perform.

It therefore should be obvious that the factors that make an employee or manager effective in routine task performance may or may not make for a good crisis manager or recovery team leader.

Dr. Robert Chandler

TRAITS OF A GOODCRISIS MANAGER

1. Coordinated2. Decisive3. Experienced4. Goal-oriented5. Able to communicate6. Able to facilitate7. Able to handle stress8. Able to listen9. Open-minded10. Responsible11. Able to prioritize12. Able to think critically13. Adaptive14. Trained and prepared

Source:The Marks of a LeaderBy Dr. Robert Chandler

http://training.fema.gov/EMIWeb/edu/docs/hazdem/the%20marks%20of%20a%20leader.doc

……..Who’s the best fit?

Our Goal

“I'm a great believer that any tool that enhances communication has profound effects in terms of how people can learn from each other, and how they can achieve the kind of freedoms that they're interested in. “

-Bill Gates

Not merely, to make the crisis planning easier to coordinate, but to open you up to doing things differently which may allow you to achieve greater flexibility.

Productivity and Communications Tools Used

Familiar Office Tools• Outlook 2010• Microsoft Word 2010• Microsoft Excel 2010

Seasonsed product available online • Exchange Online

Keys for collaboration • Sharepoint Online• Lync for Office Communications

*Microsoft is our preferred software partner

10 STEPS TO JUMPSTART CRISIS PLANNING

1. Evangelist determines who should be involved in initial planning meeting.

2. Evangelist creates an agenda for the meeting:Include: purpose, goals, deadline and reward for completion

3. From inside Outlook, schedule a meeting (example using Microsoft Lync)

4. Determine who is the best fit for crisis manager (we recommend *operations manager good )

5. Focusing on people first, view Emergency Response Plan from Ready.gov

6. Assign tasks to individuals7. Note and update issues on Issues Log8. Once complete, schedule drills where appropriate9. Formally approve plan10.Celebrate!!!!

Beginning from within Outlook

Lync Online Meetinglink ready to email crisis team members

Join meeting now

or

Sharing Desktop from inside Lync Meeting

Sharing Documents

Log in to Office 365 for

Sharepoint & Exchange Online Access

Microsoft Lync Client

Lync Integrated with Exchange Online

Document & Collaboration SiteSharepoint Online

Crisis Management Workspace

Share Documents & Edit using Office Web Apps

Tract and Update Issues

Getting Started

Supporting Services

• Office 365 Basic Crisis Workspace Setup

• Office 365 Basic Crisis Workspace Setup PLUS Facilitator Support

• Sharepoint Online Document Workflows

Learn more about Office 365http://youtu.be/Vn-qSzO_0lg

SPECIAL FOR THIS EVENT:

AMA Unified Communications has configured a custom collection of Microsoft Online Services for you to try.

Review your customized collection here:

https://portal.microsoftonline.com/partner/partnersignup.aspx?type=Trial&id=c0b456bf-8591-4d11-91d5-60189e32bec4&msppid=1885999

This trial invitation includes:- 25 user licenses Microso3ft Office 365 Trial (Plan E)

Additional partner information:anitamathis@ama-unified-communications.com6785329262

Action is the foundational key to all success.

~Pablo Picasso

View your planning as an Art more than a Science; expect to adjust as circumstances change.

Closing thoughts