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Jerry Justice is Founder and CEO of Aspirations Consulting Group, bringing three decades of global entrepreneurial and corporate executive experience to ACG's consulting work with organizations across five industries facing growth, transition, and operational change. Through ACG Strategic Insights™, he reaches more than 10 million executives and aspiring leaders worldwide each weekday. He writes and speaks internationally on leadership, business strategy, and organizational performance, guided by his personal philosophy, Living to Serve, Serving to Lead™.

When Continuity Planning Depends On Someone Who Isn't In The Room

Writer: Jerry Justice
Jerry Justice
Sep 11
7 min read
Executive team reviewing a continuity exercise decision workflow chart showing primary and alternate decision-makers across financial, operations, client, people, and communications functions.
A decision workflow like this only means something once someone other than the primary has actually run it.

Most continuity plans get tested once. On the day they're written, someone walks through the scenario, checks the boxes, and files the document away. It sits untouched until the day it's needed, and by then nobody remembers whether it actually works.


Ask most executive teams about their continuity plan and you'll hear about binders and shared drives, updated annually, covering system outages, facility loss, and market shocks. What those documents rarely test is the single moment that decides whether any of it holds. The CEO is unreachable. The operations lead is on another continent. The one person who understands why a client commitment was structured a certain way has vanished from the room. Everyone else still has their title, a laptop, and a copy of the plan. What they may not have is the authority, the information, or the confidence to make the calls that keep things moving.


September is National Preparedness Month in the United States, an effort the Federal Emergency Management Agency (FEMA) has run since 2004 to push individuals, families, and organizations to take preparedness seriously. Most of that conversation is about supplies and physical safety. For executives, it's worth asking a harder question. Not whether you have a continuity plan, but whether you've ever tested what happens when the person everyone turns to isn't in the room. That gap has a name. Organizations call it key-person dependency, the structural assumption that one individual will always be there to authorize the decision, grant the access, or carry the context nobody else has.


The Illusion of the Untested Plan


There's a comforting quality to a finished continuity document. Names are assigned to roles. Contact lists are current. Escalation charts are drawn, recovery priorities ranked, alternate facilities identified. Executive teams review the binder, sign off on the succession chart, and treat the box as checked.


None of that proves the organization can function without the people who normally make its biggest calls. A written succession designation tells you who becomes responsible when a leader is out. It doesn't tell you whether that person has the information required to act. A delegation-of-authority memo specifies approval limits. It doesn't tell you whether colleagues will actually honor the delegate's decisions once the pressure is real. A contact tree identifies the right names. It doesn't tell you whether those people know what to do when the usual decision-maker never joins the call.


Those are different questions, and a document sitting in a drive can't answer any of them. That's the blind spot most continuity planning conversations never reach.


What Three Frameworks Agree On


You don't have to take this on faith. Three separate bodies of guidance, built for different purposes and different countries, converge on the same point.


FEMA's Homeland Security Exercise and Evaluation Program describes a well-designed exercise as a low-risk environment that validates plans, tests operational capabilities, and clarifies how authority and roles actually hold up under pressure. Its doctrine builds toward that test in stages, moving from lower-stakes, discussion-based exercises toward resource-intensive, operations-based ones that force real decisions rather than conversation about decisions.


ISO 22301, the international standard for business continuity management, gets more specific about structure. It requires organizations to define roles, responsibilities, and the authority to invoke a response, to ensure the people filling continuity roles have the competence to do so, and to establish clear communication protocols before, during, and after a disruption. Most organizations translate those requirements into practice through formal succession planning and named backups, though the standard itself is written around the outcome rather than that specific mechanism. What it does say plainly, in the words of "Business continuity - ISO 22301 when things go seriously wrong", an official ISO publication on the standard, is that organizations only gain "objective assurance that its arrangements will work as anticipated" through exercises that put people under real pressure.


The UK Cabinet Office makes a related point at a national scale, grounded in a principle worth borrowing for any leadership team: subsidiarity, the idea that decisions and responsibility should sit at the lowest level equipped to make them, because the center can't manage every emergency alone. The UK Government Resilience Framework has translated that principle into a concrete role, the Chief Resilience Officer, a designated leader empowered to act for a region without waiting on instructions from the center. The Cabinet Office's Exercising Best Practice Guidance puts the underlying logic bluntly. Plans "cannot be considered reliable until they have been exercised and shown to be workable."


Different jurisdictions, different scales, same conclusion. The plan isn't real until the handoff has been rehearsed.


Three Dependencies A Rehearsed Handoff Exposes


Run an honest handoff test and the same three gaps tend to surface.


The first is authority. A successor may be named on paper but lack the practical permission to act. Formal delegation and organizational acceptance are not always the same thing, and the gap between them shows up exactly when speed matters most.


The second is information. Critical context often lives in one person's inbox, private files, or memory, never written down because nobody thought to write it down. The successor inherits the responsibility without inheriting the reasoning behind it.


The third is confidence. A capable stand-in can know the facts and hold the authority and still hesitate, because the organization has spent years training people to escalate rather than decide. And relationships, the vendor who trusts one voice, the board member who expects a particular person's judgment, don't transfer just because a title does.


None of these gaps show up by rereading the document. They only show up by actually removing the usual person and watching what happens next.


Why Leaders Skip It Anyway


Three reasons come up again and again, and none of them are good ones.

It's uncomfortable. Simulating your own absence, or a colleague's, means picturing a scenario nobody wants to dwell on.


It's hard to schedule honestly. A real test means pulling an actual person into an actual simulated crisis, not reviewing an org chart in a quarterly meeting.


And most executive dashboards simply don't measure it. Leaders track output, cost, and schedule adherence, and almost nobody tracks how quickly authority and context transfer when the usual person disappears.


Underneath all three sits a matter of will as much as method. Handing over real decision-making means accepting that a successor might do it differently. Successors, for their part, often hold back out of a reasonable fear of overstepping, especially when nobody has told them plainly that their judgment is trusted.


How To Test A Continuity Planning Handoff Honestly


A test that means something has a few characteristics.


Run it without warning, or close to it. A successor who knows the exact day and hour will be tested is really only proving they can prepare, not that they can respond. Remove the usual leader completely, not "reachable by text if things get bad," but the way a real emergency, illness, or departure actually would.


Before running a live simulation, audit the plumbing first. Map every approval, access, or sign-off that depends on one person's credential, and formally delegate a second authority for each one. Half of what a live test reveals, you can find on paper.


Between crises, build in planned coverage windows, stretches where a designated successor genuinely runs point on real initiatives while the usual leader steps back. These live rehearsals build real competence long before an emergency forces the issue, and they cost far less than learning the gaps during an actual one.


When you do run the live test, make it count. Give the acting leader only the information they'd actually have, not what a facilitator knows they'll need. Force a handful of real decisions, a purchase to approve, a client escalation to answer, not a tabletop conversation about what someone might do.


Then debrief it honestly. What did the successor not know that they should have known? What access or authority was missing? W. Edwards Deming is widely credited with the observation, sourced to "Basic Statistical Tools for Improving Quality", that "Uncontrolled variation is the enemy of quality." Deming spent his career arguing that when a system breaks down, the fix belongs to the system, not to whoever happened to be standing there. A leader who freezes mid-handoff usually isn't the problem. The missing delegation, the undocumented process, or the culture that punishes decisive action without permission usually is. Fix those, and the next handoff won't need heroics.


The Leadership Question Underneath It


Here's the uncomfortable part. A continuity plan that's never had its handoff tested isn't really a continuity plan. It's a document describing what continuity would look like if it worked, written by someone who's never confirmed that it does.


Building a leadership team that can absorb your absence, planned or not, says more about your development as a leader than almost anything else you'll do this year. It's a test of whether the authority, judgment, and trust you've built into your organization can survive without you standing next to it.


That's the real measure of leadership development. Not whether you can lead the room. Whether the room still runs when you're not in it.


How ACG Can Help


Aspirations Consulting Group works with mid-market and Fortune 1000 executive teams to pressure-test the connections between leadership capacity, succession structures, and continuity planning, before those dependencies become constraints. If your organization has a continuity plan that's never had its handoff rehearsed, that's worth a conversation now, not during the crisis that finally puts it to the test. Learn more at aspirations-group.com.


Stay Informed


ACG Strategic Insights reaches more than 10 million executives and aspiring leaders each weekday with practical analysis on leadership, governance, and strategic execution. Subscribe at aspirations-group.com/subscription to get it in your inbox.


Thanks for reading!


~ Jerry Justice

Living to Serve, Serving to Lead™

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