home / skills / jeremylongshore / claude-code-plugins-plus-skills / implementing-backup-strategies

This skill helps you design, implement, and validate automated backup and disaster recovery strategies with structured playbooks.

npx playbooks add skill jeremylongshore/claude-code-plugins-plus-skills --skill implementing-backup-strategies

Review the files below or copy the command above to add this skill to your agents.

Files (4)
SKILL.md
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---
name: implementing-backup-strategies
description: |
  Execute use when you need to work with backup and recovery.
  This skill provides backup automation and disaster recovery with comprehensive guidance and automation.
  Trigger with phrases like "create backups", "automate backups",
  or "implement disaster recovery".
  
allowed-tools: Read, Write, Edit, Grep, Glob, Bash(tar:*), Bash(rsync:*), Bash(aws:s3:*)
version: 1.0.0
author: Jeremy Longshore <[email protected]>
license: MIT
---
# Backup Strategy Implementor

This skill provides automated assistance for backup strategy implementor tasks.

## Prerequisites

Before using this skill, ensure:
- Required credentials and permissions for the operations
- Understanding of the system architecture and dependencies
- Backup of critical data before making structural changes
- Access to relevant documentation and configuration files
- Monitoring tools configured for observability
- Development or staging environment available for testing

## Instructions

### Step 1: Assess Current State
1. Review current configuration, setup, and baseline metrics
2. Identify specific requirements, goals, and constraints
3. Document existing patterns, issues, and pain points
4. Analyze dependencies and integration points
5. Validate all prerequisites are met before proceeding

### Step 2: Design Solution
1. Define optimal approach based on best practices
2. Create detailed implementation plan with clear steps
3. Identify potential risks and mitigation strategies
4. Document expected outcomes and success criteria
5. Review plan with team or stakeholders if needed

### Step 3: Implement Changes
1. Execute implementation in non-production environment first
2. Verify changes work as expected with thorough testing
3. Monitor for any issues, errors, or performance impacts
4. Document all changes, decisions, and configurations
5. Prepare rollback plan and recovery procedures

### Step 4: Validate Implementation
1. Run comprehensive tests to verify all functionality
2. Compare performance metrics against baseline
3. Confirm no unintended side effects or regressions
4. Update all relevant documentation
5. Obtain approval before production deployment

### Step 5: Deploy to Production
1. Schedule deployment during appropriate maintenance window
2. Execute implementation with real-time monitoring
3. Watch closely for any issues or anomalies
4. Verify successful deployment and functionality
5. Document completion, metrics, and lessons learned

## Output

This skill produces:

**Implementation Artifacts**: Scripts, configuration files, code, and automation tools

**Documentation**: Comprehensive documentation of changes, procedures, and architecture

**Test Results**: Validation reports, test coverage, and quality metrics

**Monitoring Configuration**: Dashboards, alerts, metrics, and observability setup

**Runbooks**: Operational procedures for maintenance, troubleshooting, and incident response

## Error Handling

**Permission and Access Issues**:
- Verify credentials and permissions for all operations
- Request elevated access if required for specific tasks
- Document all permission requirements for automation
- Use separate service accounts for privileged operations
- Implement least-privilege access principles

**Connection and Network Failures**:
- Check network connectivity, firewalls, and security groups
- Verify service endpoints, DNS resolution, and routing
- Test connections using diagnostic and troubleshooting tools
- Review network policies, ACLs, and security configurations
- Implement retry logic with exponential backoff

**Resource Constraints**:
- Monitor resource usage (CPU, memory, disk, network)
- Implement throttling, rate limiting, or queue mechanisms
- Schedule resource-intensive tasks during low-traffic periods
- Scale infrastructure resources if consistently hitting limits
- Optimize queries, code, or configurations for efficiency

**Configuration and Syntax Errors**:
- Validate all configuration syntax before applying changes
- Test configurations thoroughly in non-production first
- Implement automated configuration validation checks
- Maintain version control for all configuration files
- Keep previous working configuration for quick rollback

## Resources

**Configuration Templates**: `{baseDir}/templates/backup-strategy-implementor/`

**Documentation and Guides**: `{baseDir}/docs/backup-strategy-implementor/`

**Example Scripts and Code**: `{baseDir}/examples/backup-strategy-implementor/`

**Troubleshooting Guide**: `{baseDir}/docs/backup-strategy-implementor-troubleshooting.md`

**Best Practices**: `{baseDir}/docs/backup-strategy-implementor-best-practices.md`

**Monitoring Setup**: `{baseDir}/monitoring/backup-strategy-implementor-dashboard.json`

## Overview

This skill provides automated assistance for the described functionality.

## Examples

Example usage patterns will be demonstrated in context.

Overview

This skill automates the design, implementation, and validation of backup and disaster recovery strategies. It guides assessment of current state, creates repeatable automation artifacts, and produces documentation and runbooks for operational teams. Use it to reduce manual risk when introducing or updating backup processes.

How this skill works

The skill inspects system configuration, dependency mappings, and baseline metrics to identify gaps and requirements. It generates implementation artifacts such as backup scripts, configuration templates, monitoring dashboards, and runbooks. It validates changes through staged testing, test reports, and comparison to baseline metrics before guiding production rollout. Error handling recommendations and remediation steps are provided for permission, network, resource, and configuration failures.

When to use it

  • When you need to create or standardize backups for a new or existing system
  • When automating backup schedules, retention, or cross-region replication
  • When designing disaster recovery plans and runbooks for operational readiness
  • When validating backup integrity and recovery time objectives (RTO/RPO)
  • When migrating backup tooling or introducing infrastructure-as-code for recovery

Best practices

  • Assess current state and document dependencies before making changes
  • Test all changes in a staging environment and keep a tested rollback plan
  • Use least-privilege service accounts and separate credentials for automation
  • Automate validation checks and scheduled restore tests to verify recoverability
  • Instrument monitoring and alerts for backup success, latency, and storage growth

Example use cases

  • Generate automated daily incremental and weekly full backup scripts with retention policies
  • Create a disaster recovery runbook and validate it via scheduled restore drills
  • Implement cross-region replication and monitoring dashboards for critical data stores
  • Automate configuration validation and CI checks for backup infrastructure-as-code
  • Produce incident runbooks and approval artifacts for production deployment windows

FAQ

What permissions are required to run automated backup tasks?

You need service account credentials with scoped backup and restore privileges, plus read access to configuration and monitoring endpoints. Apply least-privilege principles and document required roles.

How do I verify backups are restorable?

Schedule periodic restore tests in a non-production environment, validate data integrity and recovery time, and capture test reports comparing results to success criteria.