01
List the data that matters
Write down where important files live: laptops, desktops, shared storage, email, and cloud applications. Include the person responsible for each location. A plan that protects one computer may still leave another important source uncovered.
02
Separate synchronization from recovery
File synchronization keeps locations in step. That can also copy an unwanted change or deletion. Review version history, retention, and restore options before assuming that a synced folder gives you the recovery protection you need.
03
Choose a schedule and a retention period
Ask how much recent work you could lose and how far back you might need to restore. Those answers help determine backup frequency, storage needs, and how long copies should be retained. Check the selected service’s limits.
04
Protect access to the backup
Use appropriate access controls and multifactor authentication where supported. Know which authorized person can restore data if a device fails or an employee is unavailable.
05
Test an actual restore
A completed backup job is only one signal. Restore a sample of non-sensitive test data and confirm the process works. Record the steps, time taken, and any dependencies so the plan is useful under pressure.
06
Review after changes
Add new devices, applications, or shared folders to the review. A backup plan should change as your working environment changes. Ask JHProIT for help defining an appropriate scope and checking recovery gaps.