Kickoff Agenda (45–60 min)

  1. Outcomes (5 min)
  • What ORB is and isn’t
  • Confirm deliverables and timeline
  1. Environment overview (10–15 min)
  • M365 vs Google
  • Key SaaS (CRM, finance, HR, ticketing)
  • IT model (internal/MSP/hybrid)
  1. Incidents + pain points (10 min)
  • “What scared you in the last 12 months?”
  • Account takeovers, outages, lost files, vendor lockouts
  1. Restore test selection (10–15 min) Pick ONE:
  • A) File set restore to safe location (recommended)
  • B) Mailbox recovery
  • C) VM/server restore
  • D) SaaS dataset export + recovery path
  1. Access + logistics (10 min)
  • Read-only access first; temp elevated only if needed
  • Evidence + deliverables folder
  • Confirm Day 10 readout attendees