How to use the Business continuity plan template

Start a board from it
Use this template opens a new Freero board with the Business continuity plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Business continuity plan”.
Follow the instruction on the board
“List the few activities that must never stop for more than a day. For each, write the workaround you’d use tomorrow, then test one a quarter.”
Fill in each part
- Critical activities What must keep running, and how long can it stop?
- What could stop them Scenarios that matter.
- Workarounds How we keep going in each scenario.
- Who leads Roles and deputies.
- Communication How staff and customers hear from us.
- Tests When we last tested, and what we learned.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Business continuity plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Disaster recovery test
Prove you can restore a system from backup in another place, time each step and compare it with the recovery time you promised.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.
Cost saving ideas
Collect ideas to cut costs from everyone who spends money, then sort them by how much they save against how hard they are.
Software spend audit
List every paid tool, who owns it, what it costs and how many seats are used, then decide what to keep, merge or cancel.
Care plan review
Review a person’s care with them and the people around them: what matters to them, what support works and what changes next.
Discharge planning
Plan a patient’s safe return home from the day they arrive: what must be ready before, on and after the day they leave.