Support & operations · Practice guide

Choose a realistic and bounded recovery exercise

Illustrative situation

A recovery exercise assumes every administrator, system and instruction is available. It misses the obstacles that could make a real outage difficult. Choose a plausible problem, such as an unavailable connected service or administrator, and agree an authorised, limited exercise that lets the team learn without disrupting ordinary practice work.

Healthcare website support desk with a system checklist, telephone and orange notebook.
Know who to call and what help your support arrangement includes.

What this means for your practice

Choose a bounded scenario based on a meaningful dependency failure and agreed objectives. Use an authorised exercise plan that avoids disrupting real services.

An example to discuss with your team

Rehearse the loss of one key dependency while preserving the exercise's safety boundaries and record where the plan relies on unavailable resources.

Healthcare website maintenance with infrastructure, a status panel, tools and an operational checklist.
Monitor the useful journey, not just whether a server responds.
Healthcare backup and recovery illustrated by storage copies, an archive folder and a restoration route.
Test whether a backup can restore a usable service.

How to review the arrangement

Ask the supplier to define the failure, participants and observable recovery objectives before the exercise. Which assumptions are being tested? Record where the plan relies on something unavailable in that scenario. Success includes discovering those dependencies early enough to improve the plan.

Choose the obstacle the exercise is intended to reveal

Start with a service dependency whose failure would make recovery meaningfully difficult. Explain the assumed problem, which services are affected and which resources participants can use. Agree clear boundaries and authorisation so the exercise does not accidentally disrupt real work. Give the team observable objectives, such as finding the right instructions or restoring a representative task in a test setting, rather than a vague aim to practise recovery.

Include one realistic obstacle, such as an unavailable administrator, instead of making every part of the scenario fail at once. Ask participants to record where the plan relies on something the scenario has removed. Those discoveries are useful evidence, even when an objective is not achieved. Separate uncertainty in the plan from technical failure and assign the appropriate follow-up owner. A focused exercise makes it easier to verify improvements afterwards because the team knows exactly which weakness it set out to examine.

How to check the result

Measure objectives achieved and previously unknown recovery dependencies.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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