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Recovery Runbook Template

A step-by-step technical runbook structure for recovering a specific system, from pre-recovery checks through verification and rollback.

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Recovery Runbook Template

A step-by-step technical runbook structure for recovering a specific system, from pre-recovery checks through verification and rollback.

System Overview & Dependencies

  • System name, owner, and business function(s) it supports.
  • Hosting location and environment (on-prem, cloud provider/region, SaaS).
  • Upstream and downstream dependencies (e.g., requires database and DNS to be available first; downstream systems that depend on this one).
  • Defined RPO and RTO for this specific system.

Pre-Recovery Checklist

  • Confirm the scope and cause of the outage before beginning recovery, where known.
  • Confirm dependency systems (network, DNS, authentication, database) are available or being recovered in parallel.
  • Confirm access to required credentials, consoles, and the most recent known-good backup or snapshot.
  • Notify the IT Recovery Lead that recovery of this system is starting.

Step-by-Step Recovery Procedure

  • Step 1 — Identify the most recent valid backup or snapshot and confirm its timestamp against the RPO.
  • Step 2 — Provision or confirm availability of target infrastructure (server, instance, or container) to restore onto.
  • Step 3 — Restore data/configuration from the identified backup to the target infrastructure.
  • Step 4 — Restart or bring the application/service online on the restored infrastructure.
  • Step 5 — Redirect traffic/DNS/load balancer configuration to the recovered system if it is running on new infrastructure.
  • Step 6 — Confirm the system is reachable on its expected endpoint before proceeding to verification.

Verification Steps

  • Confirm the application starts without error and core functionality responds as expected.
  • Run a defined smoke test (e.g., login, key transaction, data read/write) to confirm functional recovery, not just uptime.
  • Compare restored data against the expected recovery point to confirm data integrity.
  • Confirm downstream/dependent systems can successfully connect to the recovered system.

Rollback Procedure

  • Define the condition that triggers a rollback (e.g., verification fails, data corruption detected, unacceptable performance).
  • Preserve the failed recovery attempt's state/logs before rolling back, to support root-cause analysis.
  • Revert traffic/DNS/load balancer configuration back to the prior known-good state, if applicable.
  • Escalate to the IT Recovery Lead immediately if rollback is required — do not silently retry indefinitely.

Contact & Escalation List

  • System owner — primary and backup contact.
  • IT Recovery Lead — primary and backup contact.
  • Relevant vendor/support contact for the system or hosting provider, including support tier/contract reference.
  • Escalation path and maximum wait time before moving to the next contact.

Related Resources

  • Disaster Recovery Planning — /knowledge-center/business-continuity/business-continuity-disaster-recovery/disaster-recovery-planning
  • High Availability vs. Disaster Recovery — /knowledge-center/business-continuity/business-continuity-disaster-recovery/high-availability-vs-disaster-recovery

This document is a starting-point resource, not legal or compliance advice. Review it against your organization's actual systems before adoption — see the full Business Continuity & Disaster Recovery Hub for the reasoning behind each recommendation.

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