FirstMerit Call Tree Template

Document Sample
FirstMerit Call Tree Template Powered By Docstoc
					                                                                          BUSINESS RESUMPTION PLAN
                              Line of Business:                                                                                                                     Index Number
                                                                                                                                                                    XXXX-999
                              Department/Business Unit/Function:


                              Type of Resource Needed (e.g., Hardware, Software, Equipment):                                             Revised Date:              Review Date:

                              Call Tree and Employee List

The CALL TREE is a hierarchical list that starts at the highest level in the business function (i.e., the Manager) and branches down and out to show the calling
responsibilities of each employee listed on the Call Tree.
1. The format for the Call Tree has been set up using the Bullets and Numbering tool in Word. The Word commands used are:
     Click on the ‘Numbering’ icon on the Formatting Tool Bar.
     From the Menu Bar, select:        <Format> <Bullets and Numbering> <Outline Numbered>
     Select the basic outline style.
2. To begin creating your Call Tree, simply replace/modify the generic entries in the Call Tree with the employees in your business function.
     Click on the <Increase Indent> icon to indent/move in one level. Click on the <Decrease Indent> icon to move back out one level.
     Use the <Enter> key to add an entry. (Word inserts a new line immediately below the insertion point.)
     Highlight and use the <Delete> key to delete an entry. Note: You may delete this shaded section of instructions after you have completed the Call Tree.

CALL TREE FOR _______________________________________________                                                                       HOW TO USE THE CALL TREE
1    Manager                                                                                                 In the case of a disaster, the primary contact will begin the call tree by
     a) Supervisor 1                                                                                         contacting all personnel at the next level down and in on the call tree.
        i) Lead Employee                                                                                     Use the script below when calling. At a minimum, inform them of:
              (1) Employee                                                                                    General nature of the situation
              (2) Employee                                                                                    Where and when they are to report.
        ii) Lead Employee                                                                                     Any further instructions.
              (1) Employee
              (2) Employee                                                                                   Each level will then initiate calls to the next level below them.
     b) Supervisor 2                                                                                          If unable to contact an assigned employee, and the employee is
        i) Lead Employee                                                                                        needed to perform a task in the recovery process, contact the
              (1) Employee                                                                                      employee’s backup/alternate instead.
              (2) Employee                                                                                    If unable to contact a major subordinate, call the first person in their
              (3) Employee                                                                                      sub-tree and inform them that they must initiate their call tree.
        ii) Lead Employee                                                                                     Keep record of whom you were able to contact and who you were
              (1) Employee                                                                                      unsuccessful in contacting.
              (2) Employee
                                                                                                              To close the loop, contact your supervisor and report whom you were
        iii) Lead Employee
                                                                                                                unable to contact and what impact that will have on recovery
              (1) Employee
                                                                                                                operations.


C:\Docstoc\Working\pdf\5f422860-5e9c-4091-8961-a3cac32a6ce1.doc
                                                                                               Page 1 of 5                                               (insert name of business function)
                                                                                                                                                               BUSINESS RESUMPTION PLAN
                                                                          BUSINESS RESUMPTION PLAN
                              Line of Business:                                                                                                 Index Number
                                                                                                                                                XXXX-999
                              Department/Business Unit/Function:


                              Type of Resource Needed (e.g., Hardware, Software, Equipment):                         Revised Date:              Review Date:

                              Call Tree and Employee List

                                                                                          CALL TREE SCRIPT
Use this script when contacting employees to notify them of the business interruption. The goal is to standardize the information given to employees
and to prevent disclosure of information regarding the business interruption to anyone outside of the Bank.
When making the phone calls, be aware that it is possible that the employee being contacted was at the site of the business interruption when it
occurred. Using this script will prevent unnecessary panic for the family members of the employee.
Contacting via direct phone contact:
              Hello, may I speak with _____________________________ please?
If employee is not home, state the following:
              When he/she returns, would you ask them to please contact me immediately at the following number __________________________ ?
If employee is at home, explain the following:
              Give the employee a brief description of the situation that has occurred and what it has impacted and estimate of the length of outage, if known.
              Tell the employee where and when to report, and how long they should expect to stay.
              Remind them to bring any recovery procedures with them.
              If travel arrangements have been made for the employee, inform them of what they are.
              If travel arrangements are to be made by the employee, inform them of where and when they are expected and verify they have the information to
               make the arrangements.
              If employee is to remain at home, inform them that they are to remain on Call-and prepared to report to work.
              Remind the employee that they are not to speak to anyone regarding the situation.
Contacting through Beeper Page
              If the employee has an Alpha Pager:
                    For an Alert Message:              DISASTER ALERT contact ____________________ at xxx-xxx-xxxx immediately.
                    For a Declare Message: DISASTER DECLARED contact __________________ at xxx-xxx-xxxx immediately.
              If the employee has a Numeric Pager:                       Send the phone number.



C:\Docstoc\Working\pdf\5f422860-5e9c-4091-8961-a3cac32a6ce1.doc
                                                                                               Page 2 of 5                           (insert name of business function)
                                                                                                                                           BUSINESS RESUMPTION PLAN
                                                                          BUSINESS RESUMPTION PLAN
                              Line of Business:                                                                                                               Index Number
                                                                                                                                                              XXXX-999
                              Department/Business Unit/Function:


                              Type of Resource Needed (e.g., Hardware, Software, Equipment):                                       Revised Date:              Review Date:

                              Call Tree and Employee List

The EMPLOYEE LIST is a list of the department employees, their addresses, contact numbers, and Backups for their task assignments (Alternate Contacts).
Enter the employee’s name, office/branch location, home address, work phone number, and home phone number in the appropriate boxes.
If applicable, enter the employee’s pager number and cell phone number in the boxes marked for them.
Enter the names of the first and second Backups/Alternate Contacts for the employee’s tasks.
The Backup/Alternate Contact may be contacted if the employee is not available.
Note: This is a ‘two line per employee’ format

           Employee Name                                           Address/Location                       Phone Numbers          Pager # / Cell #     Backups/Alternate Contacts
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:

C:\Docstoc\Working\pdf\5f422860-5e9c-4091-8961-a3cac32a6ce1.doc
                                                                                               Page 3 of 5                                         (insert name of business function)
                                                                                                                                                          BUSINESS RESUMPTION PLAN
                                                                          BUSINESS RESUMPTION PLAN
                              Line of Business:                                                                                                               Index Number
                                                                                                                                                              XXXX-999
                              Department/Business Unit/Function:


                              Type of Resource Needed (e.g., Hardware, Software, Equipment):                                       Revised Date:              Review Date:

                              Call Tree and Employee List

           Employee Name                                           Address/Location                       Phone Numbers          Pager # / Cell #     Backups/Alternate Contacts
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:

C:\Docstoc\Working\pdf\5f422860-5e9c-4091-8961-a3cac32a6ce1.doc
                                                                                               Page 4 of 5                                         (insert name of business function)
                                                                                                                                                          BUSINESS RESUMPTION PLAN
                                                                          BUSINESS RESUMPTION PLAN
                              Line of Business:                                                                                                               Index Number
                                                                                                                                                              XXXX-999
                              Department/Business Unit/Function:


                              Type of Resource Needed (e.g., Hardware, Software, Equipment):                                       Revised Date:              Review Date:

                              Call Tree and Employee List

           Employee Name                                           Address/Location                       Phone Numbers          Pager # / Cell #     Backups/Alternate Contacts
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:
                                                  Office                                           Ofc.                   Pgr                        1:
                                                  Home                                            Home                    Cell                       2:




C:\Docstoc\Working\pdf\5f422860-5e9c-4091-8961-a3cac32a6ce1.doc
                                                                                               Page 5 of 5                                         (insert name of business function)
                                                                                                                                                          BUSINESS RESUMPTION PLAN

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:67
posted:8/6/2012
language:Latin
pages:5