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Starting and running a business · Free template in Excel, Word and PDF

Business continuity plan template

Answer four questions about your business, its sites and backups to open a continuity plan ready to edit, with a risk register that scores every risk.

Reference: ISO 22301 is the international standard for business continuity management systems. This template is a simplified starting point for small and mid-sized businesses and does not mean conformity with the standard.

Free: enter your name and email once, before your first download. Files open in Excel, Word, Google Sheets, Google Docs and LibreOffice.

  • 3 versions on one page
  • Real Excel formulas in the file
  • Blank copy to fill by hand

3 versions on one page

What this template includes

  1. 01Business continuity planFour steps, then the plan opens ready to edit.WordPDF
  2. 02Risk register and impact analysisRate each risk from 1 to 5 for likelihood and impact; its score is calculated and the row is coloured by level.ExcelPDF
  3. 03Testing and reviewUse it in the yearly exercise or after any real incident, and keep it with the plan.ExcelWordPDF

A business continuity plan template sets out what a business does to keep selling and serving customers when the system, internet or power fails or a key person is absent. Answer four questions and the plan opens with its eight sections ready to edit; then complete the risk register and impact analysis in the second tab, and use the test checklist in your yearly exercise.

In brief

The plan lists critical processes and the maximum acceptable downtime for each, ranks risks by likelihood × impact, and names an owner and a workaround for each case. The example above has seven risks, the highest being an internet outage (4 × 4 = 16), and five of them have a plan and an owner.

How to use the business continuity plan template

  1. Pick the example closest to your business (retail shop, restaurant or distribution), then answer the four steps: business and scope, roles, backup, and testing.
  2. In "Risk register and impact analysis", adjust the risks and their ratings, and give each risk a response plan and an owner until the readiness bar is full.
  3. Go back to the plan: the risk and critical-process tables appear in it, sorted.
  4. Download the plan in Word, and the risk register in Excel so it stays easy to update.

What is a business continuity plan (BCP)

A business continuity plan (BCP) is a document that sets out how a business keeps its core operations running during an incident and how it gets back to normal afterwards. It differs from a disaster recovery plan, which focuses on restoring systems and data: the first asks how we keep selling, the second how we bring the system back.

Elements of a continuity plan

  • Business impact analysis: critical processes and the maximum acceptable downtime for each. In the example, selling at the POS cannot stop for more than two hours, while payroll can wait 72 hours.
  • Risk assessment: each risk gets a likelihood and an impact from 1 to 5, and its score is the product. Accounting system and POS failure: 3 × 4 = 12, which is medium.
  • Response: what is done in each case and by whom, such as a numbered paper sales log entered into the system once it is back.
  • Communications: who activates the plan, and emergency numbers printed away from the devices.
  • Recovery: when the system is restored from backup, and who declares the return to normal operations.

Backup and the cloud in your plan

A backup kept on a device in the same office is lost with that device in a fire or a ransomware attack. So the plan calls for a regular backup, daily or weekly, and an off-site copy in a cloud service or at another site. Testing the restore matters more than the backup itself: open a file from the latest backup in every exercise, because a backup that has never been tested may fail when you need it.

How to test and update the plan

Choose one scenario per exercise, such as a two-hour internet outage at one branch, follow the plan as written, then record what worked and what failed in the "Testing and review" checklist. Update the plan after every exercise and after any real incident, new branch or system change.

Common mistakes in continuity plans

  • A plan that names jobs rather than people, so nobody knows they are responsible.
  • Emergency numbers stored only in the system that has failed.
  • Backups that have never been restored.
  • Writing the plan once with no exercise or update.

Reference notes

The international standard for business continuity management systems is ISO 22301; this template is a practical simplification and does not confer conformity. Some sectors in Saudi Arabia have regulators that set their own continuity requirements, such as the financial sector and entities subject to cybersecurity controls; check your regulator's requirements before adopting the plan.

When sales and stock data sit on scattered devices

Microtec builds Microtec's ERP accounting system for businesses in Saudi Arabia, bringing sales, purchasing, inventory, finance and HR into one system.

Frequently asked questions

Who is this business continuity plan template for?

Any business that depends on a sales or inventory system or on key staff, from a single shop to a chain of branches. A small business can manage with a two-page plan and a register of five to seven risks.

How often should a continuity plan be reviewed?

At least once a year through a practical exercise, and after any real incident or major change in branches or systems. You set the test frequency in the fourth step of the template.

Is a business continuity plan mandatory in Saudi Arabia?

It depends on your sector's regulator; some sectors require one with specific rules. Elsewhere it is a management decision that protects the business, and a large customer or partner may ask to see it.

Is the template free?

Yes. You can download the plan in Word, the risk register in Excel and the test checklist without creating an account.

Is there an Arabic version of this template?

Yes. The Arabic page has the same plan, risk register and checklist in Arabic; the link is below the template above.

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