Pmstudio Dr Skill for Claude

DR Plan — Disaster Recovery Plan

Purpose

Generates a Disaster Recovery plan scoped to a specific product. For SaaS products (where the vendor owns infrastructure), this plan focuses on what Coco Inc controls: data exports, integration failover, access recovery, communication, and business continuity.

Process

Step 1: Read Context

Read all that exist:

• CLAUDE.local.md — architecture, integrations, vendor info, data strategy
• PRD/*.html or PRD/*.md — NFRs, technical considerations, integrations, data architecture
• Architecture/ — system diagrams, data flows
• Operational/IRP-*.html — incident response plan (if exists, reference for communication)

Step 2: Determine Product Type

From context, classify the product:

| Type | DR Focus | Example |

|------|----------|---------|

| SaaS (customer) | Vendor dependency, data portability, alternative workflows | (third-party SaaS) |

| Self-hosted | Infrastructure recovery, backup/restore, failover | Custom app on EKS |

| Hybrid | Both vendor and self-hosted components | SaaS + custom middleware |

Adjust the plan scope accordingly. For SaaS, skip infrastructure sections (that's the vendor's problem). Add vendor SLA and data portability sections.

Step 3: Ask Discovery Questions

Only ask what can't be inferred:

• Business criticality tier? (Tier 1 critical / Tier 2 important / Tier 3 standard)
• What's the maximum tolerable downtime? (This becomes RTO)
• What's the maximum tolerable data loss? (This becomes RPO)
• Are there manual workarounds if the product is down? (e.g., "we can use Excel for 48 hours")
• Vendor SLA? (uptime commitment, support response times, data export capabilities)
• Backup strategy? (Does data export to Snowflake/SharePoint? How often?)

Step 4: Generate DR Plan

Output: Operational/DR-Plan-{ProductName}-{Date}.html

Self-contained HTML with clean typography and print CSS.

11 sections:

1. Purpose & Scope

• Product name, ProdID, instances covered
• What this plan covers and doesn't cover
• Relationship to vendor's own DR plan

2. Service Classification

• Business criticality tier with justification
• Data classification (Purple/Red/Yellow/Green)
• Regulatory or compliance requirements affecting recovery
• Business impact of downtime (per hour/day)

3. RTO/RPO Targets

Per-component target table:

| Component | RTO | RPO | Justification |

|-----------|-----|-----|---------------|

| Core platform | 4 hours | 24 hours | Vendor SLA: 99.9% uptime |

| Data in Snowflake | 2 hours | 0 (real-time sync) | Analytics feeds downstream |

| Integrations (SSO) | 1 hour | N/A | Users locked out |

| Integrations (ServiceNow) | 8 hours | N/A | Ticket creation manual fallback |

4. Disaster Scenarios

Ranked by likelihood x impact:

• Vendor platform outage (most likely) — vendor is down, product inaccessible
• Data corruption — bad data entered or sync error corrupts records
• Access loss — SSO failure, license revocation, permission misconfiguration
• Integration failure — upstream/downstream system breaks connection
• Security breach — unauthorized access, data exfiltration
• Vendor business failure — vendor acquired, shut down, or ends product

For each scenario: description, likelihood, impact, detection method.

5. Recovery Procedures

Per-scenario step-by-step. See references/saas-dr-patterns.md for SaaS-specific recovery patterns.

Structure per scenario:

• Trigger condition (how do we know this is happening)
• Immediate actions (first 15 minutes)
• Short-term recovery (first 4 hours)
• Full recovery (to meet RTO)
• Verification checklist

6. Communication Plan

• Who to notify per scenario and severity
• Templates (reference IRP if it exists, or provide standalone)
• Vendor communication (support ticket + account manager)
• Stakeholder updates cadence during outage

7. Dependencies

• External systems required for recovery
• Vendor contacts (support, account manager, escalation)
• SLA commitments and how to invoke them
• Third-party services (SSO provider, email, etc.)

8. Data Backup & Restoration

• What data is backed up (by vendor, by Coco Inc)
• Backup frequency and retention
• Where backups are stored
• Restoration procedure (step-by-step)
• Data validation after restoration

9. Manual Workarounds

• What business processes can continue without the product
• Excel/SharePoint fallback procedures
• Duration the workaround is sustainable
• Data reconciliation procedure when product is restored

10. Testing Schedule

• DR test cadence (annually minimum, semi-annually recommended)
• Test scenarios (tabletop, partial recovery, full recovery)
• Last test date and results
• Next scheduled test
• Test success criteria

11. Review & Maintenance

• Review cadence: semi-annually or after any DR event
• Approval chain (PM, Security POC, Sponsor)
• Version history
• Distribution list

Step 5: Present for Review

Show the plan outline with key decisions highlighted:

• RTO/RPO targets
• Scenario prioritization
• Manual workaround availability

Ask for approval before writing.

Critical Rules

• RTO/RPO must be numbers, not words. "As fast as possible" is not an RTO. Push for specific hours.
• Vendor DR is not your DR. The vendor's uptime SLA is an input to your plan, not a substitute for it. Your plan covers what happens on Coco Inc's side.
• Manual workarounds are critical. For every scenario, document what the business does while the product is down. If there's no workaround, that's a risk to flag.
• Data portability is DR. If you can't get data out of the product, you can't recover from vendor failure. Document export capabilities.
• Test the plan. A plan that's never been tested is a wish list. Include a testing schedule and success criteria.