Scope & Objectives
Define affected business units, locations, and the plan's goals — safety, regulatory compliance, evidence preservation, and service continuity targets.
A documented grounding plan reduces decision delay, clarifies roles, and limits regulatory and contractual exposure. It protects employee safety, preserves evidence for investigations, and supports consistent communications with customers, partners, and regulators.
Typical custodians combine operations, legal/compliance, and executive leadership to draft and authorize a Business Grounding Plan.
Cross-functional ownership keeps the plan practical, legally defensible, and operationally executable when a trigger event occurs.
Define affected business units, locations, and the plan's goals — safety, regulatory compliance, evidence preservation, and service continuity targets.
List objective triggers (e.g., regulatory order, confirmed safety hazard, cybersecurity compromise) and threshold metrics that require grounding.
Pre-script internal and external messages, designate spokespersons, and specify notification timelines for employees, customers, regulators, and suppliers.
Name individuals with signing and activation authority, include alternates, and note escalation rules for after-hours decisions.
Describe what to preserve (logs, emails, incident reports), how to store them securely, and chain-of-custody procedures for investigations.
Define phased restart criteria, validation checks, stakeholder signoffs, and a schedule for tabletop and live exercises.
| Field | Configuration |
|---|---|
| Document Template | Use a master template with conditional sections for department-specific procedures |
| Signer Sequence | Set routing order: Exec > Legal > Ops for accountability |
| Authentication | Use email + SMS code for medium risk; stronger methods for sensitive cases |
| Retention Setting | Enable secure archival with exportable audit trail for legal use |
Choose a signing platform that supports secure formats, audit trails, and integrations used by your business.
Conduct a full plan review at least once per year
Initiate grounding steps within 24 hours of trigger confirmation
Inform staff within two hours of activation when safe to do so
Provide required notices per regulator timelines; review obligations early
Run tabletop or live tests semiannually or annually as risk dictates
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
| Bulk Send | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |