1. Lessons Learned from Real Life Events at a Global Organization
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Lessons Learned from Real Life Events
at a Global Organization
Reta Setrak, MBCP, MBCI Manager, Business Continuity Management FTT- Enterprise Business Resilience
 Franklin Templeton Investments Corp.
Sponsored By:

2. About Us Franklin Resources: DRI Canada:
A global investment management organization known as Franklin Templeton Investments.
Extensive global presence, including offices in 35 countries and clients in more than 150.
Company’s headquarters are in San Mateo, California.
More than 9,000 employees across the globe.
Over $857 billion in assets under management as of January 31, 2014.
DRI Canada:
Sponsor of this session
Affiliate of DRI International
Provides internationally recognized training, education services, certification
Provides standards for Business Continuity Planning

3. Real Life Events:. - Japan Earthquake & Tsunami. - Hurricane Sandy
Real Life Events: - Japan Earthquake & Tsunami - Hurricane Sandy - Calgary Flood - New Delhi Office Fire

4. Lessons Learned – Japan Earthquake & Tsunami
International Travelers
Cultural Commitment
Communication (how much & how often)
Regulatory Restrictions for work displacement
Language barriers

5. Lessons Learned – Hurricane Sandy
Accounting for people
Multi-site impact
Infrastructure resiliency
Fuel
Phone services
Cross-Organizational coordination
Fund Pricing (Regulatory requirements)
TA (Customer needs)
Impact due to market closer
Supply chain
Back to normal considerations

6. Lessons Learned – Calgary Flood
Laptop dependency
Lack of familiarity
Regulator expectations
City vs. Business needs
Leveraging multiple-site module

7. Lessons Learned – New Delhi Office Fire
Safety standards
Cultural differences
Employee commitment

8. Summary of Lessons Learned

9. Lessons Learned
Cultural Considerations & Various Regulatory Needs
International Travelers and Assignees
Work Displacement & People Relocations
Back-to-Work Considerations & Supply Chain
Ability to shift heavy lifting outside affected area.
Communication Needs

10. Building your Crisis Management Program

11. Crisis Management Program Considerations
Aligns with corporate structure and follow the natural escalation points within your organization.
Senior Leaders can relate and understand it easily.
Leverage known and established business terms and roles.
Coordinated corporate response that links to the local response.
Pre-defined support from outside affected area.
Usable tools and handouts (Wallet Cards, Meeting Bridges, Plan or Guide….etc.)

12. Crisis Management Program Structure
CEO
CEMT
Corporate Emergency Management Team
EMT’s & Site Leaders
Local Emergency Management Teams

13. EMT Structure (ICS vs. Business Relevant)
Incident Commander
FTT
Business
BU’s that need to be represented on EMT HR
General Services
Communication
Enterprise Business Resilience (EBR)
Finance
(Optional)
Legal

14. Business Continuity Planner – Skills and Expectations
Analyst:
Understanding the business
BIA
BC Planner:
Crisis Management
Business Continuity
IT Recovery
Project Manager:
Project based program
Cross-Functional Manager:
Managing up as well as Managing down
Sales

15. Q & A