DailyWF / Policies
Backup Policy
Set expectations for backup scope, retention, testing, and restoration responsibility.
Policy intent
Backup policy should define recoverability expectations: what is backed up, how long it is kept, who owns restoration, and how often restore confidence is tested.
Minimum content
- Define who and what the policy covers, including systems, data, tools, users, vendors, and exceptions.
- Covered systems and excluded data sources.
- Retention, recovery time, and recovery point expectations.
- Restore testing cadence and evidence requirements.
- Ownership for backup failures, exceptions, and capacity constraints.
Expected output
A policy page that states expectations clearly enough to guide approval, exception, and review decisions.
Common failure mode
Mistaking existence of backups for proven recovery capability.
Use notes
| Authority | Identify who can approve, deny, and grant exceptions. |
|---|---|
| Exception handling | Give exceptions an owner, reason, expiration, and review date. |
| Review point | Review when law, tools, contracts, ownership, or operational risk changes. |
Related pages
- Project CharterDefine purpose, scope, owner, constraints, and success criteria.
- Data RetentionDefine how long records are kept and when they may be archived or deleted.
- Retention ExceptionDefine when records may be kept longer or removed sooner than the standard rule.
- Assumption LogTrack project assumptions before they become invisible sources of risk.
- Backup ReviewVerify that backup coverage, restore confidence, retention, and responsibility are still valid.
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