Loading the continuity plan
Define how your business should operate when you are unavailable — then rehearse it.
2 other scenarios are configured but never rehearsed, and 3 are not set up at all.
Last rehearsed 2026-05-02 · 2 blockers found
Orion coordinates operations and controls access inside Orion. It does not grant legal authority over your business, and it is not a law firm or a substitute for advice from one. Authority to act for an entity comes from its operating agreement, corporate resolutions, or documents prepared with your attorney.
Each scenario decides who runs the business, for how long, and with what access.
Short absence
Owner marks themselves unavailable for more than 24 hours
If this happens today
What would still need you
Medical leave
Medical leave start date recorded
If this happens today
What would still need you
Burnout recovery
Owner activates recovery mode manually
If this happens today
What would still need you
Extended leave
Calendar absence longer than 30 days
If this happens today
What would still need you
Emergency incapacity
Emergency contact activation or 72 hours of inactivity
If this happens today
What would still need you
Permanent succession
Owner or estate initiates transition
If this happens today
What would still need you
Access inside Orion, scoped to one scenario and one time window.
Can look, cannot change anything
Can act up to the scenario's spend limit
Cannot see or do this
Can act up to the scenario's spend limit
Can act without a ceiling
Can act without a ceiling
Cannot see or do this
These levels govern Orion only. Banks, payroll providers, landlords, insurers, and licensing boards each require their own authorization and can take days to accept it — arrange those in advance.
Decide what happens on its own, so coverage does not depend on you asking for help.
The operator can approve expenses up to $5,000 without you.
When the owner marks themselves unavailable for more than 24 hours, notify the primary partner, grant operational dashboard access, notify the accountant, send a daily business summary to the owner, and allow expenses up to $5,000.
When check-ins are missed for 2 consecutive missed check-ins, notify the primary partner, alert the family contact, freeze high-risk actions, and allow expenses up to $1,500.
When a calendar absence is recorded for more than 5 days, assign a backup operator, send a daily business summary to the owner, schedule a reassessment, and allow expenses up to $2,500.
The people your operator can reach when a decision is bigger than the shop.
| Role | Name | Status |
|---|---|---|
| Attorney | Nora KimKim & AssociatesNo phone number | |
| Insurance | Not addedNo phone number | |
| Family | Rafael Ruiz(626) 555-0142 | Complete |
| Accountant | Amanda ColeCole Financial(626) 555-0188 | Complete |
| Primary partner | Marcus OkaforVerve Coffee(626) 555-0110 | Complete |
| Backup partner | Lena Whitfield(626) 555-0173 | Complete |
The steps that move readiness up the fastest.
4 of 7 complete
57%If something went wrong tonight, would anyone but you answer?
See whether an escalation path exists that does not end at you.