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Data Protection Checklist

Data Classification and Handling

Inventory NPI across CRM, planning, and email

Apply firm classification tiers to records

Restrict NPI access to least privilege

Verify encryption in transit and at rest

Refresh data handling policy and training

Access Control and Authentication

Audit MFA coverage on critical systems

Remediate MFA gaps and document exceptions

Review role-based permissions in the CRM

Pull and review access logs for anomalies

Reconcile terminations against U5 filings

Backup and Disaster Recovery

Confirm backup job coverage and frequency

Validate off-site or cross-region replication

Run a live restore test

Open remediation for backup test failures

Refresh the business continuity plan

Incident Response Readiness

Confirm IR team roster and contact tree

Update the written incident response plan

Run a tabletop exercise

Log incidents from the prior period

Issue Reg S-P customer notifications

Compliance and Legal Review

Track GLBA, Reg S-P, and state law updates

Conduct the annual privacy and security audit

Refresh vendor due diligence files

Update records of processing and DPIAs

Sign off with CCO and outside counsel

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Data Recovery Checklist

Backup Job Verification

Confirm backup scope against the asset inventory

Review last 7 days of backup job logs

Open a ticket for failed or warning jobs

Verify the offsite and immutable copy

Check encryption keys and recovery credentials

Restore Plan and Scope

Select the restore scenario for this drill

Identify the recovery point to restore from

Stand up an isolated recovery network

Confirm dependencies are available in the sandbox

Execute the Restore

Start the restore and capture the start timestamp

Monitor restore progress against the RTO

Record the restore completion time

Post-Restoration Validation

Boot the restored system and verify services start

Run an application-level smoke test

Open a remediation ticket for the failed restore

Verify ACLs and group memberships on restored data

Tear down the sandbox and reclaim resources

Drill Reporting and Sign-Off

Update the runbook with lessons learned

Sign off on the drill report

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Data Security Checklist

Security Program Governance

Confirm CISO designation under Part 500

Refresh the written information security program

Conduct the annual risk assessment

Document board reporting and sign-off

Technical Controls Review

Verify MFA on all external access

Confirm encryption of NPI in transit and at rest

Schedule annual penetration test

Validate audit-trail and logging coverage

Review user access against least privilege

Privacy and Data Handling

Refresh the GLBA annual privacy notice

Confirm data classification and retention schedule

Audit OFAC screening at issuance and payment

Update the third-party service provider inventory

Workforce Training

Deliver annual cybersecurity awareness training

Run a phishing simulation

Verify producer CE includes ethics and data security

Incident Response Readiness

Refresh the incident response plan

Test the breach notification workflow

Run a tabletop exercise

Document remediation plan for identified gaps

File the annual Part 500 certification

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Data Security Checklist

Data Inventory and Classification

Inventory client-data repositories per engagement

Classify data by sensitivity tier

Flag regulated-client-data exposure

Access Controls and Identity

Enforce SSO and MFA across firm SaaS

Apply least-privilege access per engagement

Execute Business Associate Agreement before PHI access

Schedule access revocation at engagement closeout

Encryption and Endpoint Hardening

Verify full-disk encryption on firm laptops

Require TLS 1.2+ for data in transit

Disable personal cloud sync on managed devices

Backup and Retention

Configure automated encrypted backups

Run quarterly restore-from-backup test

Open remediation ticket for failed restore

Purge client data at engagement closeout

Monitoring and Audit

Enable audit logging across SSO and storage

Review quarterly logs for anomalous access

Run incident-response tabletop exercise

Awareness and Policy

Deliver annual security training to all consultants

Walk through the client-data handling protocol

Capture signed policy acknowledgement

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Data Security Review Checklist

Access Controls & Physical Security

Audit badge access to server rooms

Reconcile MFA enrollment on custodian portals

Review VPN and remote desktop session logs

Verify clean-desk policy on the advisor floor

Data Protection & Encryption

Verify encryption at rest on client PII stores

Confirm TLS 1.2+ on client-facing portals

Test the quarterly backup restore

Review the Reg S-P data retention schedule

Network Security & Monitoring

Review firewall ruleset for stale entries

Run the quarterly vulnerability scan

Remediate critical vulnerabilities within 72 hours

Review SIEM alerts from the prior quarter

Identity and Access Management

Review user access privileges quarterly

Verify Form U5 offboarding closes all access

Enforce password policy in the directory

Audit privileged trading-system accounts

Application & Vendor Security

Patch advisor applications to current versions

Run security testing on the client portal

Audit off-channel communication archiving

Remediate off-channel communication findings

Collect SOC 2 Type II reports from key vendors

Findings & CCO Sign-Off

Compile the data security findings report

CCO sign-off on the data security review

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Deal Closure Checklist

Due Diligence Completion

Sign off on the quality of earnings report

Resolve open items in the virtual data room

Bind representations and warranties insurance

Confirm all closing conditions are cleared

Escalate outstanding conditions to deal counsel

Financial Settlements

Finalize the closing flow of funds memo

Reconcile working capital to the agreed peg

Wire the purchase price to the paying agent

Fund the escrow and indemnity holdbacks

Contractual and Legal Execution

Collect signatures on the purchase agreement

Execute bills of sale, assignments, and IP transfers

Confirm third-party consents from landlords and lenders

Update the stock ledger and corporate records

Regulatory Compliance and Filings

Determine HSR notification threshold

File HSR notification with the FTC and DOJ

Determine SEC reporting obligations

File Form 8-K within four business days

File state transfer, bulk-sale, and franchise-tax forms

Post-Closure Accounting and Communication

Issue the closing announcement to staff and customers

Open the working capital true-up workpaper

Record opening balance sheet under ASC 805

Schedule the 90-day integration review

Risk Management and Integration

Bind the D&O tail and update commercial insurance

Cut over payroll, GL, and bank-feed access

Stand up the integration KPI dashboard

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Debt Management Checklist

Debt Assessment

Pull the current debt schedule

Map the maturity profile by quarter

Compute leverage and coverage ratios

Benchmark leverage against industry peers

Covenant Compliance

Re-read the covenant package

Build the covenant compliance certificate

Notify counsel and request a waiver

Set covenant headroom alerts in the model

Restructuring & Refinancing

Decide whether to pursue refinancing

Solicit term sheets from three lenders

Compare term sheets on all-in cost

Negotiate covenant and pricing terms

Cash Flow & Working Capital

Refresh the 13-week cash forecast

Work the A/R aging over 60 days

Review inventory and A/P days

Confirm liquidity meets the next two debt service payments

Stakeholder Communication

Draft the lender quarterly update

Prepare the board debt summary

CFO sign-off on the quarterly debt package

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Delivery Checklist

Vehicle Pre-Trip Inspection

Walk the Part 396 pre-trip inspection

Check fuel and DEF levels

Check tire pressure and tread depth

Test lights, wipers, and horn

Test air brakes and low-air warning

Adjust mirrors and clean glass

Record DVIR result

Notify shop and hold the unit out of service

Driver Readiness

Verify CDL and medical card in cab

Review the ELD HOS clock

Brief the planned route with dispatch

Confirm accident packet is in the glovebox

Shipment Documents

Verify cab registration and IRP cab card

Confirm the carrier COI is current

Match BOL line items to the load

Confirm hazmat shipping papers if applicable

Verify placards match the load

Cargo Securement

Inspect tiedowns, straps, and blocking

Set the reefer to the BOL temperature

Verify seal number matches BOL

Photograph the loaded trailer before closing doors

Departure

Sign on-duty and depart the yard

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Delivery Tracking Checklist

Order Processing

Confirm order receipt in the OMS

Validate payment and fraud signals

Manually review high-risk orders

Allocate inventory and reserve stock

Send order confirmation to the customer

Pick, Pack, and Dispatch

Print pick lists and shipping labels

Pick units against the pick list

Inspect items for defects and accuracy

Pack items with appropriate dunnage

Hand off cartons to the carrier

Tracking and Customer Notifications

Push tracking numbers to all sales channels

Send shipping confirmation to the customer

Monitor in-transit shipments daily

Open carrier claims for stuck or lost packages

Send delivery confirmation and review request

Customer Support and Returns

Triage delivery tickets in Gorgias or Zendesk

Issue replacements for lost or damaged orders

Process RMAs through Loop or Returnly

Refund or exchange per the returns policy

Post-Delivery Reconciliation

Close out completed orders in the OMS

Audit weekly delivery performance KPIs

Document carrier or 3PL issues for the QBR

Roll improvements into next-cycle SOPs

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Demand Planning Checklist

Data Collection and Validation

Pull 24 months of shipment history from ERP

Reconcile shipments against open orders and backlog

Cleanse outliers and one-time events

Tag promotions and seasonality in the baseline

Confirm BOM and item-master changes since last cycle

Statistical Forecast Generation

Run the statistical baseline forecast

Review forecast accuracy against last cycle

Scan market and economic signals

Decide whether new product introductions need manual seeding

Seed launch curves for NPI SKUs

Sales and Marketing Input

Distribute baseline to sales for override

Collect promotional calendar from marketing

Capture the consensus override per family

Supply and Capacity Reconciliation

Compare consensus demand to plant capacity

Escalate capacity gaps to the S&OP meeting

Confirm long-lead-time material with purchasing

Set safety stock by SKU criticality

Consensus Meeting and Sign-Off

Hold the executive S&OP meeting

Lock the consensus forecast in the planning system

Distribute the published forecast

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Departing Agent Exit Interview Checklist

Departure Intake

Capture the agent's profile and last day

Confirm voluntary or involuntary separation

Update forwarding contact information

Active Pipeline Reassignment

Inventory active listings and pending contracts

Confirm whether the agent has open transactions

Reassign listings and buyers to covering agents

Notify sellers and buyers in writing

Document co-broke and referral splits

License and MLS Transfer

File the license transfer with the state commission

Remove the agent from local board and MLS roster

Deactivate Supra and ShowingTime credentials

Retrieve lockboxes from active and recent listings

Systems and Brand Access

Disable email, CRM, and transaction-management logins

Export client and lead data to brokerage ownership

Set an email auto-reply with the new contact

Take down brokerage signage and marketing

Final Commission and Compliance

Reconcile pending commissions and cap status

Audit transaction files for compliance gaps

Confirm 1099 delivery for year-end

Exit Interview and Documentation

Schedule the exit interview with the broker

Walk through the exit interview script

Sign the brokerage release and final acknowledgment

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Department of Transportation (DOT) Audit Checklist

Audit Kickoff and Scope

Confirm the audit type and scope

Pull current CSA snapshot from SMS

Identify the audit sample period

Driver Qualification Files

Pull the DQ file sample list

Verify each Part 391.23 prior-employer inquiry

Confirm current MVR for each driver

Validate medical certificates and CDLIS match

Run annual Clearinghouse queries

Hours of Service and ELD Records

Export ELD records for the sample period

Audit logs for 11/14/70-hour violations

Reconcile supporting documents with logs

Review unassigned driving time

Vehicle Maintenance Records

Pull the power-unit and trailer roster

Verify annual DOT inspections per VIN

Sample DVIRs against repair records

Confirm brake and tire PM compliance

Drug and Alcohol Testing Program

Locate the written Part 382 policy

Calculate the annual random testing rate

Audit post-accident test timeliness

Confirm supervisor reasonable-suspicion training

Accident Register and Reporting

Compile the Part 390.15 accident register

Verify police reports and insurance notices

Confirm Crash Indicator BASIC mapping

Hazardous Materials Compliance

Pull hazmat driver training records

Sample shipping papers for emergency response info

Verify the written security plan

Final Review and Investigator Meeting

Prepare a corrective action plan

Stage the document room for the investigator

Conduct internal sign-off with the Safety Director

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Deployment Checklist

Pre-Release Preparation

Cut the release branch and tag the RC

Verify changelog entries for merged PRs

Run the full e2e suite against the RC build

QA smoke-test the critical user paths

Confirm the rollback plan is viable

Notify support of customer-visible changes

Database Migration Review

Review the migration for table locks

Dry-run the migration against a prod-sized snapshot

Confirm the backward-compatibility strategy

Release Day Pre-Deploy

Confirm no active SEV1 or SEV2 incidents

Confirm release captain and on-call availability

Post the deploy window to #engineering

Deploy

Run the database migration

Deploy the backend canary at 5% traffic

Roll out the backend to 25%, 50%, then 100%

Deploy the frontend bundle

Run the post-deploy synthetic smoke test

Rollback

Declare a rollback and page the on-call

Redeploy the previous container image

Confirm error rate returns to baseline

Post-Deploy Monitoring

Watch error rate and p99 for 30 minutes

Flip planned feature flags

Watch the support inbound for spikes

Wrap-Up

Tag the deployed sha as the release version

Publish release notes and update the changelog

File tickets for issues found during deploy

Capture release outcome and retro decision

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Deployment Plan Checklist

Pre-Deployment Preparation

Cut the release branch and tag the candidate

Run the full e2e suite against staging

Confirm the rollback plan is reversible

Notify support of customer-visible changes

Release Day Pre-Deploy

Confirm no active SEV1 or SEV2 incidents

Post the deploy window to #engineering

Verify on-call coverage is staffed

Deploy

Run the database migration

Deploy the backend canary at 5% traffic

Promote the backend to 100%

Deploy the frontend bundle

Run the post-deploy smoke test

Rollback

Declare a rollback in #engineering

Revert to the previous container image

Confirm error rate has recovered

Post-Deploy Monitoring

Watch error rate and p99 latency

Check Sentry for new error signatures

Flip planned feature flags

Watch support inbound for spikes

Wrap-Up

Tag the deployed sha as the release

Publish release notes and changelog

Schedule a post-deploy retro

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Design Documentation Checklist

System Overview

Draft the problem statement and goals

Define scope and explicit non-goals

Identify primary users and load patterns

Functional Requirements

Enumerate user stories with acceptance criteria

Map requirements to owning services

Link the product spec and tracking epic

Non-Functional Requirements

Set SLOs for latency, availability, and error rate

Walk through the OWASP Top 10 threat model

Specify scalability targets and capacity headroom

Data Design

Diagram the data model and entity relationships

Confirm whether a schema migration is required

Plan the migration strategy and backfill batches

Document PII classification and retention policy

Architecture and System Design

Publish the C4 system context diagram

Document chosen frameworks and design patterns

Define error handling, retries, and structured logging

API and Integration Points

Confirm whether new external integrations are introduced

Publish the OpenAPI or protobuf contract

Document auth, idempotency, and retry semantics

Schedule AppSec review of third-party data flows

Rollout and Feature Flags

Define the feature flag and kill switch

Plan canary stages and rollback triggers

Capture the rollout and rollback plan

Testing and Validation

Outline unit, integration, and e2e coverage

Define load test scenarios and p99 thresholds

Plan staging smoke tests and synthetic checks

Deployment and Maintenance

Document the production runbook and pager owner

Define backup, restore, and DR drill cadence

Schedule the post-launch retro

Review and Sign-Off

Circulate the design doc for review

Hold the design review meeting

Address blocking review comments

Capture the final approval decision

Resubmit the revised design doc

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Desktop Configuration Checklist

Hardware Provisioning

Record asset tag and serial number

Inspect peripherals against the order

Stage docking station and monitors

Verify printer and scanner connectivity

OS Image and Software Baseline

Enroll device in MDM via zero-touch

Re-image and re-enroll the device

Apply standard configuration profile

Install Microsoft 365 and core apps

Deploy role-specific software

Identity and Access

Provision IdP account and SSO

Enroll FIDO2 hardware key

Assign IdP groups by role

Map shared drives and Git repos

Security Baseline

Confirm EDR agent is healthy

Remediate EDR agent issues

Verify disk encryption recovery key escrow

Apply patch baseline and reboot

Validate VPN and ZTNA posture

Handoff and Documentation

Walk the user through first login

Update CMDB and IT Glue records

Sign off the configuration package

Schedule the 30-day check-in

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Development Environment Setup Checklist

Workstation Provisioning

Image and ship the laptop

Confirm OS and hardware tier

Connect monitors, dock, and peripherals

Identity and SSO Access

Activate the Okta or Google SSO account

Set up 1Password vault and recovery kit

Verify MDM enrollment and disk encryption

Core Developer Tooling

Install the team-standard IDE

Install language runtimes via mise or asdf

Install the baseline package set

Source Control Setup

Generate an Ed25519 SSH key for GitHub

Configure Git identity and commit signing

Accept the GitHub org invite and authorize SSO

Repository Bootstrapping

Clone the primary monorepo and run bootstrap

Install pre-commit hooks for gitleaks and lint

Run the full local test suite

Local Services and Databases

Install Docker and verify the engine starts

Start the Postgres and Redis containers

Seed the local database with dev fixtures

Cloud and Infrastructure Access

Configure AWS SSO with aws-vault

Connect kubectl to the dev cluster

Confirm production cloud access requirement

File the elevated production access request

CI/CD and Build Tooling

Verify GitHub Actions access on a recent build

Install the deploy CLI and dry-run staging

Read the rollback runbook end to end

Observability and On-Call Setup

Set up Datadog and Sentry access

Confirm on-call rotation enrollment

Enroll in PagerDuty and the shadow rotation

Walk through the incident response runbook

Security and Compliance Baseline

Verify FileVault or BitLocker is on

Complete SOC 2 security awareness training

Sign the acceptable-use and data-handling policy

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Digital Campaign Execution Checklist

Brief Intake & Planning

Confirm the SOW and media budget

Capture campaign objectives and KPIs

Define audience segments and personas

Flag the regulated-category review path

Build the flighting and pacing calendar

Creative & Landing Experience

Develop creative concepts against the brief

Build the deliverables matrix by placement

Clear music, stock, and talent rights

Run legal and brand review on final assets

Build the campaign landing page

Route assets through Frame.io for client approval

Regulated-Category Legal Review

Submit assets to client regulatory or MLR

Apply age-gating and audience restrictions

Capture the regulatory approval reference

Trafficking & Tag QA

Set up campaigns in CM360 and the DSP

Apply IAS or DoubleVerify pre-bid filters

QA conversion pixels and server-side events

Confirm UTM taxonomy and tracking sheet

Run end-to-end test in staging

Fix tag failures before launch

Launch & In-Flight Optimization

Push campaigns live across platforms

Monitor pacing and delivery daily

Run the week-one optimization pass

Review brand-safety and IVT post-bid report

Escalate and remediate verification breach

Refresh creative to combat fatigue

Post-Buy Reporting & Wrap

Pull final delivery from CM360 and DSPs

Reconcile spend against the media authorization

Build the post-buy report deck

Hold the client wrap and post-mortem

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Digital Menu Update Checklist

Menu Content Update

Audit the current menu against POS sales mix

Lock the add/remove list with the exec chef

Reprice items against target food cost

Rewrite descriptions for new and modified items

Compliance and Allergen Review

Update allergen and dietary tags per item

Verify calorie disclosures for chain locations

Publish the nutrition disclosure document

Review marketing claims for legal exposure

POS and Digital Build

Build new items in the POS menu manager

Set printer routing and prep-station tags

Update online ordering and third-party menus

Refresh QR-code and digital display menus

Testing and Pricing QA

Ring a test ticket for each new item

Compare POS price to printed and online menus

Escalate unresolved pricing issues to the GM

Test the menu on phone, tablet, and kiosk

Staff Training and Tasting

Run a tasting for FOH and BOH

Cover allergens and substitutions in pre-shift

Quiz servers on the new menu

Launch and Marketing Push

Schedule social and email announcements

Update Google Business Profile and Yelp

Reprint and replace printed menus

Sign off on the menu launch

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Disaster Recovery Checklist

Physical Security & Site Hardening

Audit data center and branch access controls

Verify environmental controls and fire suppression

Review surveillance footage retention

Backup and Recovery Operations

Verify daily backups of advisor systems

Confirm offsite replication for 17a-4 records

Run the quarterly restore test

Open the restore-test remediation ticket

Document RTO and RPO per critical system

Network Security Controls

Review firewall and IDS/IPS alert logs

Verify EDR coverage on advisor workstations

Audit privileged access and MFA enforcement

Business Continuity Planning

Refresh the FINRA Rule 4370 BCP

Update the emergency contact tree

Test the alternate-site failover

Collect current vendor BCP attestations

Incident Response

Confirm the IR team roster and on-call rotation

Run the annual BCP tabletop exercise

Document tabletop remediation owners

Review the Reg S-P breach notification playbook

Compliance & Documentation

Update the Form ADV BCP disclosure

Capture the CCO annual BCP attestation

File the board sign-off memo

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Disaster Recovery Checklist

Safety and Scene Preservation

Confirm all personnel are accounted for

Preserve forensic evidence on affected hosts

Classify the disaster type

Damage Assessment

Activate the IR bridge and assign roles

Inventory affected systems against the BIA

Set the declared RTO and RPO targets

Decide whether to invoke insurance and counsel

Containment and Forensics

Isolate compromised hosts at the network layer

Rotate credentials and revoke active sessions

Engage the IR firm for forensic imaging

System Recovery

Validate backup integrity before restore

Stand up infrastructure from IaC

Restore data to recovery infrastructure

Engage alternate procurement for hardware loss

Validate functionality and performance

Stakeholder Communication

Notify executives and incident sponsor

Issue the customer-facing status page update

Send regulatory breach notifications

Postmortem and Lessons Learned

Capture the incident timeline

Hold a blameless postmortem review

File remediation tickets with owners and due dates

Update the DR runbook and BIA

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Disaster Recovery Checklist

Risk Assessment and BIA

Run the annual Part 500 risk assessment

Score the business impact analysis

Map system dependencies and third parties

Confirm state retention and notification rules

Communication Plan

Refresh the stakeholder contact roster

Define the DOI and regulator notification path

Draft insured and producer notice templates

Test the out-of-band notification tree

Data Backup and Recovery

Verify the 3-2-1 backup posture

Confirm encryption of NPI in transit and at rest

Run a full restore test from off-site media

Open a remediation ticket for restore gaps

Infrastructure and Vendors

Reconcile the hardware and SaaS asset inventory

Validate failover for Tier 1 systems

Confirm MFA coverage for vendor remote access

Remediate vendor MFA gaps

Review SOC 2 Type II reports for critical vendors

Testing and Sign-Off

Run the annual tabletop exercise

Update the runbook from drill findings

Deliver staff training on the updated plan

Capture the CISO and board attestation

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Disaster Recovery Plan Checklist

Preparation and Planning

Inventory tier-1 systems with RTO and RPO

Confirm the DR team roster and on-call rotation

Refresh the out-of-band communication tree

Update the business impact analysis

Verify vendor support contracts and escalation SLAs

Backup and Recovery Verification

Verify nightly backup jobs in the backup console

Confirm 3-2-1 with an immutable offsite copy

Run a restore drill into an isolated VLAN

Open a P1 with the backup vendor

Reconcile hardware, software, and license inventory

Emergency Response Readiness

Distribute the emergency response card to staff

Test the out-of-band communication channel

Run a ransomware tabletop exercise

Schedule remediation training for tabletop gaps

Confirm coordination with local emergency services

Business Continuity

Document failover procedures for tier-1 apps

Load-test remote access via VPN and ZTNA

Validate alternate-site readiness and connectivity

Distribute the stakeholder status template

Hold the quarterly DR review with the vCIO

Post-Incident Recovery

Classify the incident severity and document scope

Activate full DR site failover

Prioritize recovery work by RTO tier

Send recovery status updates on the cadence

Capture lessons learned and update the runbook

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Disaster Recovery Plan Checklist

Risk Assessment & Property Profile

Map properties to FEMA flood zones

Score regional hazards by property

Document insurance limits and deductibles

Verify flood insurance is in force

Communication Plan

Refresh the tenant emergency contact roster

Designate the media spokesperson

Configure the mass-notification system

Draft tenant pre-event notice templates

Emergency Response & Evacuation

Post evacuation routes at every property

Assign on-call roles to staff

Schedule the annual evacuation drill

Data Backup & Software Continuity

Verify PMS backup configuration

Export tenant ledgers to off-site storage

Test restore from the latest backup

Remediate the failed restore

Property Hardening & Vendor Pre-Contracts

Inspect roofs, gutters, and storm drains

Pre-position shutters, sandbags, and supplies

Sign priority-service contracts with restoration vendors

Audit vendor COIs against the master list

Chase expired vendor COIs to renewal

Business Continuity & Owner Reporting

Identify alternate work locations

Set up emergency draw access on the operating account

Brief owners on the plan and reserve recommendations

Post-Event Recovery & Plan Review

Walk damaged units with the insurance adjuster

File insurance claims with documentation

Coordinate habitability restoration with tenants

Sign off on the post-event debrief

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Disaster Recovery Plan Checklist

Risk Assessment and Business Impact Analysis

Inventory tier-1 services and their dependencies

Document RTO and RPO targets per service

Score threat scenarios against likelihood and impact

Recovery Strategy and Site Topology

Select the recovery topology per service tier

Designate the DR team and on-call rotation

Verify cross-region IAM, KMS, and secrets replication

Plan Documentation

Write per-service failover runbooks in the wiki

Document the database failover and promotion procedure

Map controls to SOC 2 and HIPAA requirements

Backup and Replication

Configure automated RDS snapshots with PITR

Replicate S3 buckets cross-region with versioning

Back up Terraform state and secrets offsite

Run the quarterly restore drill

File remediation tickets for failed restores

DR Testing and Maintenance

Run a tabletop walkthrough with on-call engineers

Execute a failover drill in the DR region

File drill action items in Jira

Activation Decision

Confirm SEV1 trigger conditions are met

Page the incident commander via PagerDuty

Decide whether to activate the DR plan

Recovery Execution and Post-Incident

Execute the failover runbook in the DR region

Validate data integrity against RPO targets

Hold the blameless post-incident review

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