The Rea Report Fall 2019 | Page 3

A business continuity plan can help protect your business from unexpected changes Betty has been your company’s payroll clerk for a long time. She’s reliable, gets things done and payroll is one less thing you have to worry about because she’s happy to take care of it all. In fact, you have no idea what you’d do without her, until one day you’re unexpectedly forced to realize this unfortunate reality. In addition to the personnel hole she left, you’re now facing a significant gap in your company’s operations because Betty was literally the only individual who knew every aspect of your company’s payroll function. What now? Prepare For The Unexpected Among small businesses, it’s all too common for a single individual to be responsible for an entire business func- tion without anyone else knowing or fully understanding what they do. If that individual abruptly leaves the company for any reason, you’re thrust into crisis mode, which likely includes dealing with unpaid bills, missed deadlines, payroll grievances, the need to pay interest or penalties, and even the loss of custom- ers and revenue. How do you protect your business against this scenario while ensuring you never miss a beat? A business continuity plan is a great place to start. How A Business Continuity Plan Can Protect Your Business It’s easy to fall into complacency when times are good, and when your business is running like clockwork. But change – especially unexpected change – is always lurking in the shad- ows. As such, you should be prepared for anything. A business continuity plan outlines what you need to do to con- tinue operating successfully amid a crisis. Potential components of your plan might include: • Cross-training employees – To ensure continuity of a specific business function, consider cross- training two or more employees in a particular area. That way, if a person is out unexpectedly – or even takes vacation – there’s a trained back-up who knows the job. • Developing a procedures manual – A procedures manual is a step- by-step document that outlines all critical functions of a business. It allows you to document everything you do as well as how you do it. • Implementing a customer re- lationship management (CRM) system – A CRM system can provide your team with a single location to gather and share information. For example, an account manager might input notes about a customer’s account in CRM. Then, if some- thing were to happen to the account manager, notes and information are readily available to anyone with ac- cess to the company’s CRM, allowing you to go on servicing the customer without too much disruption. continued > 3