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Document template for Tallyfy
Business Continuity Plan Document
Purpose
Use this document in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Author drafts "Business Continuity Plan Document" | AU Author | On time |
| Status: Active | 2. AI checks grammar and consistency | Claude AI agent | 5m left |
| Status: Waiting | 3. Manager approves the version | MG Manager | 4h left |
| Status: Conditional | 4. Auto-publish when approved | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this document live inside a hybrid people + AI workflow.
Document content
business-continuity-plan-document.pdf
Document Template
Business Continuity Plan Document
By Tallyfy Samples Library
Overview
Purpose
This Business Continuity Plan (BCP) gives your team a tested path to keep critical operations running during a disruption -- natural disaster, cyberattack, outage, or key personnel loss.
Scope
Covers all departments affecting client delivery and contractual obligations, including all staff, contractors, and key vendors.
Critical Business Functions
- Client delivery -- the work clients are paying for
- Financial processing -- payroll, invoicing, accounts payable
- IT systems -- tools and platforms your team relies on daily
- Compliance reporting -- obligations that can't be delayed without consequence
Recovery Objectives
- RTO -- max time a function can be down before serious harm results
- RPO -- how far back in time you can afford to lose data
Document RTO and RPO per function and review them annually.
Activation Triggers
Activate the plan when: the office or data center is inaccessible for 2+ hours, a confirmed cyber incident hits production, a critical vendor has no restoration ETA, or key personnel loss affects a time-sensitive deliverable.
Communication Plan
- Internal alerts within 30 minutes of activation
- Client notifications from authorized spokesperson only
- Regular status updates via pre-agreed backup channels
Testing Schedule
- Tabletop exercise annually
- Partial test every 6 months
- Full test every 1-2 years
Disclaimer
Disclaimer: This template is for informational purposes only and does not constitute legal or professional advice. Adapt it with qualified professionals before use. The distributor accepts no liability for losses arising from use of this document.
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Professional Services Management Consulting Compliance Planning Operations
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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