IT & InfrastructureBeginner 2 to 3 hours

3-2-1 Backup Strategy Document

Design a defensible backup strategy for an SA SME using the 3-2-1 rule.

The Scenario

A 25-person SA design agency has been backing up project files to a single external hard drive that lives in the office. After watching a competitor lose six months of work to a fire, the directors want a proper backup strategy. They have heard of "3-2-1" and want it documented.

The Brief

Produce a complete backup strategy document applying the 3-2-1 rule (3 copies, 2 different media, 1 offsite). Cover what gets backed up, the schedule, the retention, the testing cadence, and the cost.

Deliverables

  • A scope statement listing what gets backed up (file shares, M365 mailboxes, design assets, accounting data) and what does not (reasoning required for any exclusion)
  • A schedule table showing for each data type: backup frequency, retention period, primary location, secondary location, and offsite location
  • A cost summary in rands covering the recommended tooling, storage, and licensing for the first three years
  • A monthly testing cadence describing how restores are verified and what evidence is captured

Submission Guidance

A backup that has never been restored is not a backup, it is a hope. Document the testing cadence with as much rigour as the backup schedule, and treat unverified backups as untested.

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