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BCM Success Factors: What Actually Makes a Business Continuity Program Work

Discover critical bcm success factors to elevate your organization’s resilience. From gaining leadership buy-in to leveraging technology, this comprehensive guide will help safeguard your business in today’s world.

You are here: Home / Business Continuity / BCM Success Factors: What Actually Makes a Business Continuity Program Work
Hand arranging wood block stacking with icon leader business. Key success factors for leadership elements concept

November 7, 2024 By //  by Bryan Strawser

Most business continuity programs don’t fail because of a bad methodology. They fail because nobody senior owns them, they are too complicated to run, and they never get tested. The BCM success factors that matter are the ones that fix those three problems.

I have seen two organizations buy the same engagement from us and get opposite outcomes. One program sat for months waiting for approval of its strategic plan while departments started doing their own continuity work on the side. Then a new leader arrived, set up governance, and drove it. The program moved. The methodology never changed. The leadership did.

That pattern holds across 30+ years of building, running, and evaluating business continuity management (BCM) programs. Here is what separates the programs that work from the ones that only look good in a binder.

Old View New View
Success means a complete set of plans Success means the business recovers in the time it needs
The BC team writes the plans The business units own their plans; the BC team runs the program
More detail means more control Every added step is another place for clarity to leak
An annual exercise satisfies the auditors Exercises are where you find the gaps and build the case for fixing them
“All 125 plans were updated this year” “Here is how fast we can recover, and what it costs to go faster”

The Five BCM Success Factors

  1. Governance and executive sponsorship
  2. Simplicity
  3. Exercising
  4. Metrics and maturity
  5. Culture and awareness

None of these is a document. All five are about how the program operates.

1. Governance and Executive Sponsorship

Your program needs a sponsor in top management, or it gets lost. ISO 22301 makes the same point: the standard requires top management to demonstrate leadership and commitment to the business continuity management system.

Sponsorship is more than a name on the charter. Strong sponsors align the program to the business, clear obstacles, fund it honestly, and stay engaged after the kickoff. They show up to the exercise. They ask about the program in staff meetings when nothing is on fire. I talked through this on Managing Uncertainty, Episode 330: The Leadership Difference.

Then build the structure around the sponsor:

  • A short policy that says what is required, who is accountable, and by what authority. If it doesn’t require exercises, it is a documentation policy.
  • A steering committee of six to eight leaders who think across silos, including a senior IT leader. It should arbitrate trade-offs, not just receive updates. Not everyone gets a one-hour recovery time, and someone has to say so.
  • Plan ownership in the business. Business unit leaders own their plans as part of the job. Before founding Bryghtpath, I ran a large corporate BC program, and I didn’t write anybody’s plan. My team ran the program.

In that same corporate role, I inherited a program with a single sponsor and no real connection to IT disaster recovery. It took years and a change in IT leadership to fix. In the end, the general counsel and the CIO co-sponsored the program, with equal accountability to the CEO. That shared ownership is what finally closed the gap between what the business needed and what IT could recover.

One test for this factor: if your sponsor left tomorrow, would your program survive? The governance section of our Ultimate Guide to Business Continuity covers policy, roles, and the steering committee in more detail.

2. Simplicity

Overcomplication is a failure of discipline, not intelligence. Diligent teams add. They rarely subtract.

The result is a program nobody can explain: tiers of response teams, acronyms that hide meaning, and 90-page plans nobody opens until the day they need them. Your program runs at the speed of the least clear thing in it. If your team can’t say who decides what in one sentence on a normal Tuesday, they won’t find that clarity at 2 AM.

The bar I use is a program a tired person can run correctly at the worst possible moment. To get there:

  • Explain the whole program in five sentences.
  • Tie every plan to a revenue stream, a customer commitment, or a critical process.
  • Ask “what would break if this disappeared?” before you add anything.
  • Review the program every year in four columns: what’s required, what adds value, what to keep but simplify, and what to stop.

Simplifying pays for itself. For one client, plan update meetings dropped from nine or ten hours to two or three. People maintain plans they can actually use. More on this in Stop Overcomplicating Your Resilience Program.

3. Exercising

An untested plan is an assumption with formatting.

Exercises are where you learn whether your plans, your dependencies, your recovery capabilities, and your people work together. ISO 22301 requires an exercise program for this reason. Plans rarely fail inside one team. They fail at the handoffs: business continuity to IT, your team to a critical vendor, the crisis team to the executives. Design exercises that test those seams.

The baseline:

  • Exercise plans for critical functions at least once a year, and after any major change to the business or the plan.
  • Run a hot wash right after the exercise and deliver a formal After-Action Report (AAR) within 7 to 10 days.
  • Treat the AAR as a prioritized work plan with owners and dates. If the findings don’t get fixed, the exercise was a meeting.

Exercises are also your best business case. After a tabletop earlier this year, a financial services program leader said, “We wouldn’t be in a good spot should we have to recover.” Leadership owned that finding, and it became the investment case. Executives fund what they have felt. See the exercise section of the BC guide for formats and cadence.

4. Metrics and Maturity

Should you track metrics? Yes. The question is which ones.

“We have 125 plans and they were all updated this year” is table stakes. I know programs that would ace a plan-count dashboard and still recover badly, because they have no governance, no real policy, and no alignment with IT disaster recovery. Measure in three layers:

  • Operational compliance: BIA and plan completion, exercises run, AAR actions closed, training completed.
  • Plan quality: score each plan on completeness, the quality of its recovery procedures, and whether risks with no workaround have been formally accepted.
  • Program maturity: score the program against a standard such as ISO 22301 and track progress year over year.

Then translate the result for your executives and the board. They don’t want plan counts. They want outcomes: how fast you can recover your critical processes compared with what the business needs, how long your executives took to make key decisions in the last exercise compared with the year before, and which risks you retired or accepted, and why.

Capability asks, “Can we respond?” Maturity asks, “Can we repeat it, improve it, and scale it?” You need both. 3 Key Metrics for Business Continuity Program Success covers the three layers, and What a Business Continuity Maturity Assessment Should Tell You covers the maturity score.

5. Culture and Awareness

In most organizations, people only hear about business continuity when it’s time to update the BIA, or after something has already gone wrong. That’s a missed opportunity.

When I was first asked to take over my employer’s business continuity program, I told my future boss I knew very little about business continuity. He laughed. “I don’t need a subject matter expert, Bryan. I need someone who can communicate and can market and promote the program across the company.”

He was right. Culture is built by the program leader who keeps telling the story:

  • A walkaround deck. Eight to ten slides on why the program exists, how it supports the strategy, and who to call. I printed mine and carried it in my planner.
  • A listening tour. Short one-on-ones with business leaders: What resilience challenges do you face? How did you handle your last disruption? How do you see our program?
  • Your internal communications team. They own the channels. Commit to one strong piece every month or quarter.

Open communication runs both ways. Give employees a clear way to report risks and near misses, and show them what you did with what they told you. More in Building a Resilience Culture in Your Organization.

Where Technology Fits

Business continuity software helps, but it is not a success factor on its own. If your platform is a filing cabinet with a login, you own a documentation tool, not a capability.

Match the tool to the organization. Hundreds of plans across dozens of business units justify dedicated BC software. A small program can start with a spreadsheet. Either way, keep your plans somewhere you can reach when your own systems are down, and make sure your IT disaster recovery capability, including tested backups, matches the recovery times your business impact analysis (BIA) says you need.

Check Your Program Against These BCM Success Factors

Five questions, one per factor:

  1. Would your program survive if your executive sponsor left tomorrow?
  2. Can you explain the whole program in five sentences?
  3. When did each critical plan last meet a realistic exercise, and were the findings closed?
  4. Can you tell your executives how fast you can recover, not just how many plans you have?
  5. Outside your team, who could explain why the program exists?

If you hesitated on two or more, start there. None of them requires a new plan. All of them require leadership.

A business continuity program is not a binder. It is a way of operating, and it works only when someone leads it.

Keep Going

A few ways to go deeper if this was useful.

  • Read more. Resilience, crisis management, and continuity writing at Bryghtpath Insights, or the structured Ultimate Guide to Business Continuity.
  • Build or reset your program. Our Business Continuity services put governance, plans, and exercises in place around your business.
  • Get a maturity score. Our Resiliency Diagnosis® is a standards-based review that produces a maturity score and a prioritized roadmap.
  • Talk to us. Set up a call to think through your program with us.

Category: Business ContinuityTag: bcm, bcm success factors, Bryan Strawser, Business Continuity, success factors

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About Bryan Strawser

Bryan Strawser is Founder, Principal, and Chief Executive at Bryghtpath LLC, a strategic advisory firm he founded in 2014. He has more than thirty years of experience in the areas of, business continuity, disaster recovery, crisis management, enterprise risk, intelligence, and crisis communications.

At Bryghtpath, Bryan leads a team of experts that offer strategic counsel and support to the world’s leading brands, public sector agencies, and nonprofit organizations to strategically navigate uncertainty and disruption.

Learn more about Bryan at this link.

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