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Technical Disaster Recovery Plan Example — SaaS Platform

Example document for Technical Disaster Recovery Plan. Use this as a reference when creating your own.

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Document: Technical Disaster Recovery Plan

Example Document

Last updated 6/4/2026

Technical Disaster Recovery Plan — Orbit Scheduling (SaaS Platform)

System / platform: Orbit Scheduling (multi-tenant appointment SaaS) Owner: Platform Reliability Team Date: 2 June 2026 Last tested: 18 May 2026 Next review: 1 September 2026


1. Scope and critical systems

This plan covers the production services that keep Orbit's booking flow working. It does not cover the internal analytics warehouse (recovered from source systems) or the marketing site (static, rebuilt from Git).

SystemFunctionCriticalityDepends on
Booking APICreates and manages appointmentsCriticalPrimary DB, Auth
Primary database (PostgreSQL)System of record for bookingsCriticalObject storage (backups)
Auth serviceLogs users inCriticalPrimary DB
Notification workerSends booking emails/SMSHighBooking API, queue
Object storageUploaded files + DB backupsHighNone

2. Recovery targets (RTO / RPO)

SystemRTO (max downtime)RPO (max data loss)
Booking API30 minutes5 minutes
Primary database30 minutes5 minutes
Auth service30 minutes5 minutes
Notification worker4 hours1 hour

3. Backup strategy

  • What: PostgreSQL (continuous WAL streaming + hourly snapshots), object storage, infrastructure config (Terraform in Git), application secrets (managed vault, exported nightly).
  • Frequency: Streaming replica kept under 5 minutes behind primary; hourly snapshots; one daily copy shipped to a second cloud region.
  • Location: Primary in eu-west-1. Snapshots and the daily copy live in eu-central-1, in a separate cloud account so a compromise of production cannot delete them.
  • Retention: 7 daily, 4 weekly, 6 monthly.
  • Restore verification: A monthly automated job restores the latest daily copy into a scratch environment and runs a row-count and integrity check. The 18 May restore completed in 22 minutes and passed.

4. Failover and recovery procedures

Scenario A — Primary database failure

  1. Alert fires from the database health check; on-call confirms primary is unreachable.
  2. On-call declares an incident in the reliability channel and pages the incident commander.
  3. Recovery lead promotes the eu-west-1 streaming replica to primary.
  4. Repoint Booking API and Auth at the promoted primary via the connection config and restart pods.
  5. Confirm test bookings read and write successfully; check replica lag log to verify data loss is within the 5-minute RPO.
  6. Post status to the status page; close the incident once stable for 15 minutes.

Scenario B — Full eu-west-1 region outage

  1. Trigger: cloud provider confirms a regional outage or all eu-west-1 health checks fail for 10+ minutes. The incident commander decides to fail over.
  2. Restore the latest daily database copy in eu-central-1 and bring up the standby application stack there.
  3. Update DNS to route booking traffic to the eu-central-1 load balancer.
  4. Validate sign-in, create-booking, and notification send for two test tenants.
  5. Communicate the regional failover to customers; monitor until the primary region is healthy, then plan a controlled fail-back.

5. Roles and contacts

RoleResponsibilityNameContact (incl. out-of-hours)
Incident commanderDeclares the disaster, owns decisionsPriya NadkarniOn-call pager #1
Recovery leadExecutes the technical stepsTom AldridgeOn-call pager #2
CommunicationsStatus page + customer updatesJordan LeeComms channel / phone
EscalationCloud vendor + leadershipSara OkonkwoDirector on-call line

6. Test schedule

Test typeWhat it provesFrequencyLast run
Tabletop exerciseRoles, comms, decision flowQuarterly14 April 2026
Restore drillBackups are restorable + completeMonthly18 May 2026
Failover drillReal RTO is metTwice a year9 March 2026 (DB failover in 19 min)

7. Recovery checklist

  • Incident declared and commander assigned
  • Scope of impact confirmed (Booking API + DB, all tenants)
  • Latest good replica identified, lag confirmed under 5 minutes
  • Database failover procedure started
  • Service restored and create-booking verified
  • Data integrity confirmed (row-count match)
  • Customers informed via status page
  • Incident closed; recovery time 19 min, data loss under 5 min recorded
  • Post-incident review scheduled; plan updated

Notes

A realistic worked example for a fictional SaaS platform; the systems, RTO/RPO targets, and recovery times are illustrative.

About this Example

Part of the Technical Disaster Recovery Plan document collection

Document Type

Technical Disaster Recovery Plan

A plan to restore systems and data after an outage, with recovery-time and recovery-point targets.

Complexity

moderate

Risk Level

medium