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The only disaster recovery plan a small team will actually use (template inside)

Most disaster recovery plans fail for the same reason most gym memberships go unused: they were written for a company that doesn't exist. Forty pages, six appendices, a RTO matrix nobody can recite - and when the file server dies on a Thursday afternoon, nobody opens the PDF. They open the group chat.

A small team does not need an enterprise DR plan. It needs one page that answers four questions before the panic starts. Here is the whole plan, and a full free template if you want it filled in.

1. What are the five things that, if they die, stop the business?

Not the twenty systems. The five. For most small teams: the file store, the payment rail, the email, the scheduling system, and the one spreadsheet everyone actually works out of. Name them out loud. If you cannot name them in one breath, you do not have a plan - you have an inventory.

2. Who declares the disaster, and who does what?

One name declares it. Not a committee - a person. Then, for each of the five systems, one name owns the response and one name is the backup owner. The failure mode in every small-team incident I have seen is not missing tools; it is two people both assuming the other one is handling it.

3. What is the recovery path for each system?

For each of the five: where is the backup, who has access to it, and what is the first step after restore? Write it as three lines per system, not paragraphs. "Backups: nightly snapshot in cloud console > owner: > restore: pick snapshot, spin up new instance, flip DNS." If a step says "contact vendor," put the vendor's actual support URL and account email in the plan. 2 a.m. you will not want to search the inbox for a login portal.

4. When did you last TEST it?

A plan that has never been restored from is a hypothesis. Once a quarter, pick one system, restore it somewhere disposable, and time it. The first test always finds something - expired credentials, a backup that quietly stopped in March, a restore that takes six hours when the plan promised one. Every one of those is a disaster you had on a schedule instead of in the wild.

The uncomfortable part

The plan is not the document. The document is a reminder of conversations your team has already had. If you write the four sections above in one meeting - ninety minutes, pizza, everyone's real names in the owner boxes - you are ahead of most small businesses that will get hit this year.

The free template walks through each section with prompts and a filled example, and pairs with the incident response cost calculator if you need a number to convince a boss that prevention is cheaper than the outage.


Every page ships with a kit block - the paid tools behind the free advice:

Code HIVE-LAUNCH30 takes 30% off any kit at checkout.

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