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Business Continuity Plan Template for
LPL Financial Branch OfficesLegacy Wealth Planning
Business Continuity Plan (BCP)Table of Contents
I.INTRODUCTION...............................................................................................................................
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How to fill out business continuity plan

How to fill out business continuity plan
01
Step 1: Identify critical business functions and possible threats
02
Step 2: Develop strategies to mitigate these threats
03
Step 3: Assign responsibilities and establish communication protocols
04
Step 4: Create a plan for data backup and recovery
05
Step 5: Test and update the business continuity plan regularly
Who needs business continuity plan?
01
Any organization, regardless of size or industry, can benefit from having a business continuity plan.
02
This includes businesses, non-profit organizations, government agencies, and educational institutions.
03
It is especially important for organizations that rely heavily on technology, handle sensitive data, or operate in high-risk environments.
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