Pmstudio Recovery

Recovery Plan — Service Restoration Runbooks

Purpose

Generates step-by-step runbooks for each disaster scenario defined in the DR plan. These are tactical execution documents — meant to be followed during an actual incident by someone who may not be the person who wrote the plan.

Prerequisites

Hard dependency: A DR plan must exist at Operational/DR-Plan-*.html. If not found, respond:

"No DR plan found for this project. The recovery plan is built from DR plan scenarios and RTO/RPO targets. Run /dr-plan first to create one, then run /recovery-plan to generate the runbooks."

Process

Step 1: Read Context

Required:

• Operational/DR-Plan-*.html — scenarios, RTO/RPO targets, dependencies, communication plan
• CLAUDE.local.md — architecture, contacts, integrations

Optional (enriches the runbooks):

• Operational/IRP-*.html — escalation matrix, communication templates
• PRD/*.html — integrations detail, technical considerations
• Architecture/ — system diagrams for reference

Step 2: Extract Scenarios

From the DR plan, extract:

• Each disaster scenario (name, description, trigger condition)
• RTO/RPO targets per component
• Dependencies and contacts
• Manual workarounds

Step 3: Generate Runbooks

Output: Operational/Recovery-Procedures-{ProductName}-{Date}.html

Self-contained HTML. Zero CDN dependencies — this must work offline during recovery.

Structure: One runbook per disaster scenario, plus a general section.

General Section:

## Before Any Recovery

### Emergency Contacts
| Role | Name | Phone | Email |
|------|------|-------|-------|
| PM / Incident Commander | ... | ... | ... |
| Technical Lead | ... | ... | ... |
| Vendor Support | ... | ... | ... |
| Security POC | ... | ... | ... |

### Tools Needed
- Access to vendor admin console
- Access to monitoring/status page
- Access to communication channel (Slack/Teams/email)
- Access to backup location (Snowflake/SharePoint)

### Recovery Principles
1. Communicate first, then fix
2. Document every action and timestamp
3. Verify each step before proceeding to next
4. If stuck for >15 minutes on any step, escalate

Per-Scenario Runbook:

## Scenario: {Name}

**Trigger:** {How you know this is happening}
**Target RTO:** {time} | **Target RPO:** {time}
**Severity:** {from IRP if exists}

### Pre-Conditions
- [ ] Incident declared and logged
- [ ] Incident Commander assigned
- [ ] Stakeholders notified (initial)

### Recovery Steps

| # | Action | Owner | How to Verify | Est. Time |
|---|--------|-------|--------------|-----------|
| 1 | {action} | {role} | {verification} | {minutes} |
| 2 | ... | ... | ... | ... |

**Cumulative time: {sum} — within RTO: {yes/no}**

### Decision Points
- After step N: If {condition}, go to step M instead
- After step N: If {condition}, escalate to {person}

### Verification Checklist
- [ ] Service accessible to users
- [ ] Data integrity confirmed (spot-check N records)
- [ ] All integrations responding
- [ ] No error alerts in last 15 minutes
- [ ] Stakeholders notified of restoration

### If Recovery Fails
- At step N: {rollback action}
- Escalation: {who to call}
- Alternative: {manual workaround from DR plan}

### Post-Recovery
- [ ] Update incident log with recovery timeline
- [ ] Schedule PIR within 48 hours
- [ ] Document any deviations from this runbook
- [ ] Update this runbook with lessons learned

Step 4: Validate Timing

For each runbook, sum the estimated step times. Compare to RTO:

• If total < RTO: Good.
• If total > RTO: Flag as risk. Ask user: "Steps total {X} but RTO is {Y}. Should we adjust the RTO or find ways to parallelize steps?"

Step 5: Present for Review

Show all runbook outlines with step counts and timing. Ask for approval before writing.

Critical Rules

1. Written for execution, not understanding. Each step should be a clear action ("Open {URL} and click Settings > Backup > Export"), not a description ("The admin should initiate a backup process").
2. Every step has verification. Don't move to step N+1 without confirming step N succeeded.
3. Include decision trees. Real recovery rarely follows a straight line. Document branch points.
4. Timing must be realistic. Don't estimate "1 minute" for something that requires vendor response. Use pessimistic estimates.
5. Offline-capable. Zero CDN dependencies. Print-friendly CSS. Someone may be reading this on a phone with spotty internet.
6. Contacts are phone numbers, not just emails. During a crisis, email is slow. Include phone numbers for all critical contacts.