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Business worksheet

Risk and crisis plan template

List business risks, prevention steps, response actions and backup contacts. Fill in this worksheet and download or print your risk plan.

Before you start

Useful for: Businesses affected by supply problems, illness, market disruption, weather events, theft, or equipment failure.

  • Think about the last 12 months and list the disruptions that already affected your business.
  • Identify the people, suppliers, or equipment your business depends on most.
  • Collect current contact numbers for suppliers, customers, helpers, and emergency support.
Jump to a section
  1. 1. Main business risks
  2. 2. Prevention steps
  3. 3. Response plan
  4. 4. Emergency contacts and backups
  5. 5. Crisis review

Your worksheet

Type your notes below, then download or print a copy. Notes stay on this page and are not saved when you leave.

Main business risks

Start by naming the risks that are most realistic for your business.

What risk could affect your business?

What would the problem look like in real life?

How serious would the impact be on income, stock, or customers?

Prevention steps

List the actions that reduce the chance of the risk happening or reduce the damage.

What can you do now to reduce this risk?

Who is responsible for this prevention step?

How often will you review this risk?

Response plan

Decide what you will do if the problem happens anyway.

What is the first thing you will do?

How will you inform customers or partners?

What helps the business return to normal faster?

Emergency contacts and backups

Keep essential names and alternatives in one place.

Which key phone numbers should be ready?

Who else can supply you if the main supplier fails?

If one channel fails, what will you use instead?

Crisis review

Decide how you will learn from a disruption after it happens.

What actually happened during the crisis?

Which response steps helped most?

What should be improved before the next disruption?

Worked example

A fictional business, shown to help you fill in the worksheet.

Limbikani Beauty Corner: Hair and beauty services

A beauty service provider wants to plan for supply shortages, illness, and phone network disruption.

Main risks

  • Risk: hair product supplier delays restocking for two weeks.
  • Impact: popular services cannot be delivered on time and customers go elsewhere.
  • Risk: owner becomes ill and cannot work for several days.

Prevention and response

  • Keep one backup supplier for braiding hair and treatment products.
  • Maintain a short list of trusted assistants who can cover simple appointments.
  • Message booked customers immediately if delays happen and offer a new time.

Backups and contacts

  • Emergency contacts include the main supplier, backup supplier, assistant, and top repeat customers.
  • Backup communication methods include SMS if WhatsApp data is unavailable.
  • Review this plan at the start of every month.
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