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Session Objectives. The need for reliable notification methods EMERGENCY NOTIFICATION. What s Best for Your Organization?

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EMERGENCY NOTIFICATION

What’s Best for Your Organization?

Suzanne Bernier, CBCP

Emergency Mgmt Program Coordinator Workplace Safety & Insurance Board [email protected]

Doug Sievers, CBCP Manager of Business Continuity Kroll Ontrack, Inc.

[email protected]

Session Objectives

• Emergency notification methods and tools

– Why you need them – What’s out there (tools of the trade) – Good old-fashioned call trees

– Criteria when looking at emergency communication systems – Strengths and weaknesses in communication devices

• Testing and Training

– Why?

– What do you need to confirm/verify? – Sample script for Notification Exercise

• Summary/Wrap-Up

The need for reliable notification

methods

• While we have one of the world’s most dependable and

extensive communications systems, unusual conditions can put a strain on it

• With a little effort and a few bucks, you can prepare yourself in

advance

• A successful business continuity plan should anticipate

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Emergency Notification Methods and

Tools

• Manual Call Trees and Notification Lists

• Automated Notification Systems

• 1-800 Emergency Information Lines

• Tools of the Trade

• Every organization has key people they must inform of an

emergency, including response teams, employees, appropriate authorities and external stakeholders.

• Every department should develop and update a prioritized list of

key contacts to be notified during an emergency

• Obtain as many modes of contact for each person, including

office, home, cell and vacation numbers, e-mail addresses and blackberry PIN numbers

• This will greatly increase the odds of your organization being

able to reach everyone quickly during an emergency

Call trees and notification lists

Sample Call tree

Emergency Response Team Call Tree A B (Manager, Security) Security/External Awareness (Director, SEM) XXXXXXX Alternate (VP, Service Delivery) XXXXX, COO Business Operations Operations Primary XXXXXX Alternate (Director, Professional Practice)

XXXXXX Business Operations Health Services Primary XXXXXXX Alternate (Director, Architecture Office)

XXXXXXX Technical - IS/IT/Comms

Primary (VP and CIO) XXXXX

Assistant to ERT Leader (Director, SEM) XXXXXXX Alternate (Treasurer) XXXXXX Finance Primary (Chief Financial Officer)

XXXXXXX Alternate (Manager, Facilities & Leasing)

XXXXXX Facilities and Power

Primary (Director, Facilities Mgt)

Occupational Disease Policy) (Executive Director, P & R) Assistant to ERT Leader (Emergency Management Program Coordinator XXXXX

ERT Leader (Chief Prevention and Corporate Strategy Officer)

(3)

Sample Notification List

Automated Notification Systems

• Can rapidly distribute information to large numbers of people

• Many vendor choices out there with various systems to meet

your organization’s needs

• Be sure to provide extensive training and conduct regular testing

• Regular training and testing will help prevent human-driven

errors, such as sending incorrect messages or failing to notify the right parties

1-800 Emergency Information Lines

• Set up toll-free number where employees can call to report on

their safety, while receiving information and updates on the emergency

• Apart from communicating important emergency information to

staff, enables management to account for employees, determine where they are evacuated and identify potentially missing employees

• Messaging can include valuable information on payroll, health

(4)

1-800 Emergency Information Lines

(cont’d)

• Employees are able to receive information when convenient, not

only within the short window of time possible with automated outbound calls

• Make arrangements for the lines now – during an emergency is

too late

• Create scripts/messaging in advance, which can be quickly

adapted to the specific emergency

• Make sure all employees are aware of the number and have it

on them at all times

Tools of the Trade

• Land lines • Cellular phones

• SMS messages

• Blackberrys, PDAs, e-mails • Satellite phones

• Pagers (alphanumeric, digital and voice) • Fax machines

Strengths and Weaknesses in

Communication Tools

• Cell phones and landline phones

– Most efficient for less severe events and most accessible for reaching employees, family, first responders or citizens

– Devices also offer ability to bridge into conference calls or command centers for full incident management with touch of a button – Cell phone coverage varies in certain areas, buildings, underground – Phone lines may be compromised or tied up during a more severe incident – During power outages, remember cordless phones will not work – Cell phone batteries die, and may not be able to be recharged during a

power failure

(5)

Strengths and Weaknesses in

Communication Tools

• SMS/Text Messages

– While it takes longer to type a message than speak it, SMS is a proven and reliable method of communication, even in more severe incidents – Most cell phones now accept SMS messages

– Because they require less bandwidth, the ability to send SMS messages is often available when a voice call is not

– These channels continue to be overlooked and underutilized in emergencies

– Some people are unaware of this feature on their phones, and do not know how to recognize when they have received a text message

– Include text messaging in your next notification/call tree test

Strengths and weaknesses in

Communication Tools

• Blackberrys, PDAs and E-mails

– Blackberrys prove valuable because they can receive e-mail, voice or SMS messages

– However, they often rely on a corporate server or back-up server that must be in a safe location, distant from the incident

– E-mail without a Blackbery is effective only in less-severe incidents when someone is near a computer

– Again, Blackberry batteries will eventually die and rely on power to recharge

Strengths and Weaknesses in

Communication Tools

• Satellite phones

– Most effective for critical incidents, as they will work when a cell phone or landline is unavailable

– Essential for those who work in remote or isolated areas where cell phone coverage is unavailable

– However, they are expensive and harder to manage and may be best for decision-makers and first responders only

(6)

Other Communication Options

• Amateur Radio Operators and equipment

• LAN/WAN

• General Packet Radio Service

• Citizens Band (CB) Radios

• Family Radio Service

Communication Objectives

• Alert Business Continuity Coordinator / Manager / Team • Alert Senior Leadership (President/CEO, V.P’s, Directors) • Alert Department Heads

• Alert Employees / Confirm Whereabouts & Safety • Alert External Stakeholders / Customers • Recovery Site Vendors

Disaster Strikes – Then What?

Communication / Message Content Objectives

• What is the message you wish to deliver? Who decides? • What is the message you wish to receive? (response expected?) • How many audiences are there? Different messages for each? • Who initiates communication? More than one person? What is the sequence? • Does the scenario, type of message, or audience dictate the communication method?

 If so, how and when is this decided, and by whom?

Communicating is Vital –

(7)

Scenario #1

• Details of Local Emergency

• What Would You Do?

• What I Did

• If I Have a Do-Over, What I Will Do

Criteria for emergency

communications systems

• Should be easy to operate • Have effective range

• Have a modest amount of protection against interference • Be inexpensive (i.e. low initial cost, low maintenance, no monthly fees) • Be readily available

• Be able to operate “off the grid”

Notification Challenges

• Reaching people in different locations with different devices

quickly and simultaneously

• Providing the right message (in terms of content, length and

format)

• Monitoring delivery and response

• Ensuring that the process is initiated and suspended at the right

(8)

Balance Features You Need Against

Cost You Can Pay

• Virtual command center / resource library

• Web hosting server for document storage and resources • Sends alerts to all people, on all devices, in all geographic regions • Redundant data centers

• Easy maintenance – customizable, scalable, user-friendly • Compatible database formats (Excel, PeopleSoft, etc.) • Unlimited testing, 24/7/365 support

• Charged per subscription / per user • $$$ / year per person

• Less than $$,$$$ / yr for 25 users

Notification Exercises

• Purpose is to test the effectiveness of current notification

procedures, methods and tools

• Also to confirm accuracy of contact information found within

emergency notification/call tree lists

• Do not give advance notice

• Rotate exercises to include during office hours and after

business hours

Notification Exercises

cont’d …

• If no answer, must decide whether or not to keep dialing all

numbers until someone is reached in person, or leave message asking them to call the operator/dispatch back

• Don’t forget to leave a telephone number for a return call, and

ensure a live body answers

• Be sure the operator identifies him or herself and states that:

“This is a test of the Emergency Response Plan/Business Continuity Plan notification process”

(9)

Verification of Contact Information

OK CHANGES REQUIRED Name

Title

Office Telephone Number Local (extension) Fax Number (at work) Work address (and postal code) Cellular

Home Telephone Home Address Blackberry Number Blackberry PIN •Verify all contact information and record findings below:

Verify all contact information and record findings

Emergency Notification Scripts

• Could make it very simple notification/relay of message, or could

also be used to test knowledge of contact members

• Sample questions

– Where should you go after receiving notice of activation of the Emergency Response Plan?

– XXXX is the main EOC. Where are the alternate(s)?

– There are ___ Emergency Response Team members who have the power to activate the Emergency Response Plan. Can you name them? – Only one person in the organization can declare an emergency and activate

the Business Continuity Plans. Who is it?

Don’t forget to thank each member for their participation, and re-iterate that “This was only a test.”

Scenario #2

• You have been assigned the task of creating a call tree(s) for your

company’s offices.

• What will your call tree(s) look like?

• What tools will you use to create it / them?

• Where will call tree(s) be stored?

• How will access be controlled? (can 1 dept see another’s call tree?)

• How will you ensure your call tree(s) stay up-to-date & accurate?

• Will you test the call tree(s), and if so, how?

• What will constitute the test results, how will you obtain the results,

(10)

HEADING

• Should stress confidentiality, to be used internally only.

• Should outline proper protocol/procedure for executing calls.

• Should provide a means or method for recording/reporting call

results, whether during an exercise or an actual emergency.

• Should indicate what to do with the results recorded.

Sample Call Tree Layout

Sample Call Tree Layout

• All designated callers must have a copy of the call tree.

• All call trees must be updated regularly (at least quarterly).

• There may be a need for multiple update administrators.

• Call trees may be stored on a SharePoint portal, or similar

network accessible location.

• Each department’s Business Recovery Plan (BRP) should

contain the departmental call tree.

(11)

• Call trees should be regularly tested (quarterly).

• Tests should be initiated without warning.

• All designated callers must know the procedures governing the

execution of a call tree test.

• Callers should record the date, time and status of each call and

forward them to BCP manager or test coordinator after the test.

Testing the Call Tree(s)

Call Trees vs. Automated Notification

Call Trees Automated Systems

Pros Cons Pros Cons

Not dependent on technology Relies on people No human error Single-point-of-failure Personalized messages High maintenance Low maintenance Less personalization Allows for granularity More prone to delay Instant execution Granularity costly Little or no cost Limited to phones Multiple devices Potential high cost Enables dialogue Difficult to track Delivery reporting No dialogue

(12)

QUESTIONS?

Thank You & Happy Planning!

Suzanne Bernier, CBCP

Emergency Management Program Coordinator Workplace Safety & Insurance Board Phone: (416) 344-4841 Fax: (416) 344-5560

E-mail: [email protected]

Doug Sievers, CBCP

Manager, Business Continuity Kroll Ontrack Inc. Phone: (952) 358-5205 Mobile: (952) 451-1836 Email: [email protected]

References

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