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IDC PlanScape: Tabletop Recovery Exercises

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KSA 25.07.08

This IDC PlanScape provides CIOs, CISOs, and business leaders with a structured approach to launching or evolving their tabletop recovery exercise programs, covering why these exercises matter, what makes them successful, who needs to be involved, and how to use them as a lever for strategic improvement. According to Gerald Johnston, adjunct research advisor for IDC's IT Executive Programs, "A well-run tabletop exercise is the most effective way to prepare leaders for high-stakes disruption. It transforms disaster recovery from a policy into a practiced capability and turns uncertainty into readiness."

IDC PlanScape Figure

Executive Summary

Why Are Tabletop Recovery Exercises Important?

What Are Tabletop Recovery Exercises?

Who are the Key Stakeholders?

How Can My Organization Take Advantage of Tabletop Recovery Exercises?

  • Plan with Purpose
  • Leverage Risk Assessments in Planning
  • Execute with Rigor and Flexibility
  • Include the Centralized IT Command Center
  • Clarify Roles Between the IT Command Center and the Security Operations Center
  • Develop Cross-Organizational RACI Charts
  • Debrief and Drive Improvement
  • Integrate Findings into Tools and Processes
  • Track Improvement Over Time
  • Make It Part of the Culture

Advice for Technology Buyers

  • Strategic Actions: Elevate Tabletop Exercises Beyond IT
  • Tactical Actions: Operationalize and Scale Tabletop Impact
  • From Event to Evolution

Related Research

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