1. Identify Sponsor and Functional Unit managers and alternates; identify people who will provide plan input
2. Identify the reason the ORGANIZATON exists
   • Make a product
   • Meet a mandate
   • Provide services
3. Identify profit centers (functional units which are critical to the organization's success)
   A "functional unit" is a profit center and all the resources (e.g. Accounting, Facilities, HR, IT) it requires.
4. Identify the key processes used by each functional unit (usually 1 to 10 processes)
5. Identify risks to each of the key processes
   One risk may apply to multiple processes
   One process may have multiple risks
   Do this task in a meeting with all members of the group; other groups
   Consider the following SAMPLES (list is NOT "all inclusive")
   • Customers, critical (those that is lost, impact organization) Documentation (how to)
   • Environment
   • External vendors (including transportation)
   • Financial backers
   • Government (local and up)
   • Image
   • Industry standards
   • Internal vendors (e.g. IT, HR, Finance)
   • Neighbors (other businesses, ports, roads, etc.)
   • Personnel (training, cross-training, availability)
   • Policies & Procedures
   • Production processes
   • Public service (EMTs, fire, police)
   • Regulations
   • Service Level Agreements (internal, external - sets recovery priorities)
   • Utilities (fuel, phone, Internet)
6. Prioritize the identified risks by PROBABILITY vs. IMPACT ON THE ORGANIZATION
7. Identify means to avoid or mitigate the risks
   Use "Manufacturer's Suggested Retail Price" for pricing to keep level playing field; your client may have special arrangements which you may, or may not, know about.
8. Document your findings
   Executive Overview
   • Participants (acknowledge your sources - this is critical)
   • Purpose
   • Scope
   Findings & Recommendations
   • General
     • Findings (What's good, what's at risk)
     • Recommendation (How to avoid/mitigate risk, with costs)
     Functional Unit 1
     • Findings
     • Recommendation
   (Continue for each functional unit)
9. Review finding with Functional Unit Subject Matter Experts (SMEs)
10. Make changes and submit to management

Create a series of tables in any application that suits the planner and the customers.

Sample tables follow.