RTO/RPO worksheet for onboarding

Published Mar 8, 2024 • Updated May 1, 2026

Overview

Document recovery objectives before selling backups—or you inherit impossible expectations.

Fields

Workload name, RPO (max data loss minutes), RTO (max downtime), dependencies, manual workaround, owner sign-off.

Facilitation tips

Executives often say “zero downtime”—translate to cost tiers: platinum/gold/silver.

Storage

Signed worksheet in client folder; sync to PSA project template.

Review

Annual refresh or after major app changes.

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