Step 4 — Establish a Plan of Action (and Identify Potential Effects)

After confirming the root cause, map out how to remediate it. A thoughtful plan ensures you choose the most effective option while safeguarding operations and stakeholders.

Evaluate Resolution Paths

• Repair: Fix the existing component or configuration when the cost and downtime are justified.
• Replace: Install a new device or system if it delivers better reliability or similar cost compared with repairing aging hardware.
• Workaround: Implement a temporary solution to restore service while you secure resources for a permanent fix.

Assess Resources and Constraints

• Time: Estimate the duration of the change, maintenance windows required, and any outage notifications.
• People and tools: Confirm the technicians, vendors, or equipment needed are available.
• Budget: Determine whether the fix fits within approved spending or requires management sign-off.

Identify Potential Impacts

• Service disruption: Understand which business services, users, or customers will be affected.
• Dependencies: Consider downstream systems, integrations, or compliance requirements.
• Risk and safety: Evaluate security implications, health and safety requirements, and rollback strategies.

Coordinate the Change

• Follow change control. Obtain approvals, document the remediation plan, and communicate timelines to stakeholders.
• Schedule wisely. Use maintenance windows or low-usage periods to minimize business impact.
• Define success criteria. Specify the tests that will confirm the fix worked and the checkpoints that indicate a rollback is necessary.

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✅ Exam Must-Knows

• Step 4 is about planning—not execution.
• Compare repair, replacement, and workaround options before deciding.
• Always weigh time, cost, resources, and impact to avoid unintended consequences.

⚡ Memory Hook: Plan = Option selection + Resource check + Impact review.