Multipart article

Free Risk Assessment Form Templates and Samples

by Andy Marker on Jul 29, 2020

In this article, you’ll find the most useful collection of expert-tested, professionally designed risk assessment templates in Word, PDF, and Excel formats.

Included on this page, find risk assessment form templates for general risk assessments, workplace risk assessments, project risk assessments, event risk assessments, and more, and learn how to conduct a risk assessment.


General Risk Assessment Form Templates

Sample Risk Assessment Form

Sample Risk Assessment Form

Use this sample risk assessment form to identify risks by type (e.g., financial, legal, or reputational). The customizable form includes space to provide a risk description, source, existing control measures, and risk level, as well as a section to detail a risk mitigation action plan, if you need to take further action.

Download Sample Risk Assessment Form

Word | PDF | Smartsheet


Basic Risk Assessment Template

Basic Risk Assessment Template

Use this risk assessment template to track and log risks and hazards, resources impacted, existing control measures, and the probability and impact of each risk. There is also space to add prevention measures and ownership, as well as the status of control measures to ensure you’re implementing controls in a timely manner.

Download Basic Risk Assessment Template

Excel | Smartsheet


Risk Assessment and Control Template

Risk Assessment and Control Template

This risk assessment and control template provides a high-level view of potential risks and hazards. Add a description of control measures, the frequency of controls, and the party responsible for ensuring that all up-to-date controls are in place.

Download Risk Assessment and Control Template

Excel | Word | PDF | Smartsheet


Hazard Identification and Assessment Plan

Hazard Identification and Assessment Plan Template

This two-part template contains a tab with an action plan to identify hazards, with room to assign roles and responsibilities, key dates, and pertinent information. Use the second tab to assess and classify the identified hazards, describe the person(s) impacted, note instituted control measures, establish a plan for further controls needed, and assess the status of implementing those controls.

Download Hazard Identification and Assessment Plan Template

Excel | Smartsheet


Workplace Risk Assessment Form Templates

Job Risk Assessment Template

Job Risk Assessment Template

Use this risk assessment template to classify jobs by department, project, or another relevant category. Track hazards associated with each job, the resources impacted, existing control measures, and the probability and likelihood of each risk, according to existing security measures. If you require further action, use the allotted space to create an action plan by adding additional prevention measures, actions to take, ownership, and the status of preventative actions.

Download Job Risk Assessment Template

Excel | PDF | Smartsheet


Work-Related Stress Risk Assessment Form Sample

Work Related Stress Risk Assessment Form

This customizable, work-related stress risk assessment form serves as a framework for those in management or leadership positions to identify, consider, and assess sources of stress among their team. Use this form as a checklist to identify potential stressors pertaining to job demands, team support, change management, and more. There is also room to identify potential risks, solutions, and pertinent information to help mitigate risks associated with work-related stress.

Download Work-Related Stress Risk Assessment Template

Word | PDF


Workplace Hazard Risk Assessment Template

Workplace Hazard Risk Assessment Template

Use this template to identify and assess risks related to a specific job or workplace activity. List identified risks, affected parties, existing measures, and risk ratings according to likelihood and severity. There is also space to create an implementation plan with assigned roles and status for each applicable hazard.

Download Workplace Hazard Risk Assessment Template — Excel


Working at Heights Risk Assessment Form

Working at Heights Risk Assessment Form

Use this customizable risk assessment form to uncover risks and hazards associated with the nature of work performed at dangerous heights. The template includes a checklist, so the assessor can mark observations and take notes pertaining to the safety of the work area and equipment. There is also room to detail existing control measures, responsible parties, and any recommendations the assessor has to further mitigate risks and hazards.

Download Working at Heights Risk Assessment Form Template

Word | PDF


Operational Risk Management Template

Operational Risk Management Template

This operational risk management template is ideal for creating a list of risks, the rate and cost of annual incidents, probability of risk occurrence, and associated mitigation and control costs. Once you enter those values, built-in formulas will automatically calculate the annual cost, weighted annual cost, and cost/benefit value. This information is useful for developing cost-effective risk mitigation and control strategies.

Download Operational Risk Management Template

Excel | PDF


Construction Risk Assessment Form Templates

Construction Risk Assessment Template

This construction risk assessment template comes with a built-in matrix for identifying and categorizing common construction project risks. Determine the severity and likelihood of each risk, and then assign the respective party to develop control measures to address and mitigate them.

Download Construction Risk Assessment Template

Excel | Word | PDF


Construction Project Risk Assessment Template

Construction Project Risk Assessment Template

Use this customizable template to categorize risks associated with each phase of a construction project. Detail the risk and impact description, and then assign a probability and level value based on the provided key. The built-in formula will automatically calculate the risk score, which enables you to assess the situation and take appropriate action.

Download Construction Project Risk Assessment Template

Excel | PDF | Smartsheet


Excavation Risk Assessment Form Template

Excavation Risk Assessment Form

Use this risk assessment template to describe hazardous risks associated with excavation during a construction project. Identify persons impacted by potential risks, determine risk levels, and develop an action plan to minimize the probability and effects of identified risks. There is also space to assign plan ownership, add due dates, and note status in order to keep the plan on track.

Download Excavation Risk Assessment Template

Excel | WordPDF


Welding Risk Assessment Template

Welding Risk Assessment Template

Use this welding risk assessment to identify and assess the implications of hazards for a specific welding project. Detail the necessary steps to mitigate risks and hazards, assign task ownership, set key dates, and track progress of your mitigation control action plan. 

Download Welding Risk Assessment Template — Excel


Project Risk Assessment Form Templates

Project Management Risk Assessment Template

Project Management Risk Assessment Template

Use this risk assessment template to evaluate and manage risks associated with a project. List hazardous project activities, describe the associated risks, and then add severity, likelihood, and risk levels with existing controls measures. Next, re-evaluate risks post-mitigation to determine if it is safe to proceed with project activities.

Download Project Management Risk Assessment Template

Excel | Word | PDF


Business Project Risk Assessment Sample Template

Business Project Risk Assessment Sample Template

Use this risk assessment sample template to identify and organize potential risks for each phase of a business project. Detail how each risk impacts time, costs, and resources with existing mitigation measures in place. Then, enter the risk probability and impact level values, and the template will automatically calculate the risk score. This template includes an action plan to assign additional tasks and ownership to help minimize risks with a higher score.

Download Business Project Risk Assessment Sample Template

Excel | PDF


Travel Risk Assessment Form Templates

Travel Risk Assessment Form Template

Travel Risk Assessment Form

Use this travel risk assessment form template to evaluate risks associated with travelers, planned destinations, and anticipated excursions during a trip. This template provides space to list the names and contact information for each traveler, along with the latest guidelines and recommendations for areas to visit that may have political, economic, sanitary, or other implications. You’ll also find a customizable risk management action plan and assessment questionnaire.

Download Travel Risk Assessment Form Template

Word | PDF 


Pre-Travel Risk Assessment Form

Pre-Travel Risk Assessment Form

This customizable pre-travel risk assessment form is perfect for travelers to complete and submit to their designated healthcare provider prior to taking a trip. Use this template to document details regarding the dates, purpose, and anticipated areas of travel during a trip, along with medical conditions, medications, allergies, and other medical information a doctor can assess prior to authorizing patient travel.

Download Pre-Travel Risk Assessment Form

Word | PDF


Fire Risk Assessment Form Templates

Fire Risk Assessment Form Template

Fire Risk Assessment Form

Use this customizable risk assessment form to examine potential fire hazards, or other issues that could cause safety concerns during a fire. This form serves as a checklist to evaluate all fire detection and alarm systems on the premises, current fire escape procedures, fire fighting equipment, and more, to account for potential dangers, risks, and safety concerns. 

Download Fire Risk Assessment Form Template

Word | PDF | Smartsheet


Office Fire Risk Assessment Form Template

Office Fire Risk Assessment Form

Use this office fire risk assessment form template is to identify potential hazards, persons at risk, and control measures in the event of a fire. Use this checklist to ensure you’ve safely secured combustible items, established fire escape routes, and properly trained all staff on fire safety procedures. There is also space to detail an action plan with activity ownership and deadlines to put additional control measures in place.

Download Office Fire Risk Assessment Form Template

Word | PDF


Church Fire Risk Assessment Form Template

Church Fire Risk Assessment Form

Use this fire risk assessment form to evaluate the potential risks and mitigation control measures associated with a church fire. Provide details regarding the layout of your church, occupancy rates during various services, designated locations of vulnerable occupants at risk, and background information related to previous fire incidents. This template also comes with a customizable checklist to ensure that you’re testing detection and alarm systems, escape procedures, and fire fighting equipment regularly, and that everything is working properly.

Download Church Fire Risk Assessment Form Template

Word | PDF


Hazardous Substance Risk Assessment Form Templates

Hazardous Substances Risk Assessment Form

Hazardous Substances Risk Assessment Form

Use this risk assessment form to identify potential hazards related to the use of a specific substance and to list existing control measures (e.g., air quality monitoring, ventilation, PPE) to help mitigate associated risks. There is also space to include a recommended action plan to improve health and safety measures for personnel working with the hazardous substance.

Download Hazardous Substances Risk Assessment Template

Word | PDF


Hazardous Substance Identification, Assessment, and Control Plan Template

Hazardous Substance Identification Assessment and Control Plan

Use this customizable template to identify and classify hazardous substances by type (e.g., powder, liquid, gas), with room to detail the quantity and purpose of use. This template also contains a checklist to convey the hazards associated with each substance, methods of containment and disposal, prevention and control measures, level of risk, and more. 

Download Hazardous Substance Identification, Assessment, and Control Plan Assessment Template

Excel | Smartsheet


Event Risk Assessment Form Templates

Event Risk Assessment Template

Event Risk Assessment Template

Use this customizable template to identify and classify potential risks for an event. You can categorize event risks by type (e.g., activity, environment, technical) to determine the probability and severity of a specific occurrence. Detail existing control measures to mitigate each risk and decide if you need to take further action.

Download Event Risk Assessment Template

Excel | Smartsheet


Fundraising Event Risk Assessment Form

Fundraising Event Risk Assessment Form

This simple fundraising event risk assessment form provides space to list event activities, accompanying risks, and persons impacted by risks. Assign a risk level to each potential hazard, and then detail control measures, ownership, and completion dates to ensure a risk mitigation plan is in place prior to event launch.

Download Fundraising Event Risk Assessment Form Template

Word | PDF


Event Management Risk Assessment

Event Management Risk Assessment Template

This risk assessment template can help you evaluate and manage potential risks for all aspects of an event, including general risks, traffic management, emergency stations, food services, hazardous chemicals, and more. Assess the probability and potential severity of an incident to determine its risk level, and then establish control measures prior to the event.

Download Event Management Risk Assessment Template

Excel | Word | PDF


Vendor Risk Assessment Form Templates

Vendor Risk Assessment Template

Vendor Risk Assessment Template

Use this customizable template as a third-party risk assessment to pinpoint and evaluate security vulnerabilities related to a vendor. Use the provided rating key to assign a color-coded risk level to specific criteria and include other pertinent information. Use this template to determine if you require further action to mitigate vendor risk.

Download Vendor Risk Assessment Template

Excel | PDF | Smartsheet


Vendor Risk Assessment Questionnaire Sample Form

Vendor Risk Assessment Questionnaire Sample Form

Use this questionnaire as a starting point for evaluating security risks associated with vendors. Detail the type of data a vendor can access, and use the included checklist to select policies and measures related to physical and data center security, malware security, network infrastructure security, and more. At the bottom of the template, there is also space for the risk assessor to sign and date the form.

Download Vendor Risk Assessment Questionnaire Sample Form

Word | PDF

For additional resources, visit “Free Vendor Risk Assessment Templates.”


Health and Safety Risk Assessment Form Templates

Health and Safety Risk Assessment Template

Health and Safety Risk Assessment Template

Use this risk assessment template to assess and classify hazards related to biological, chemical, environmental, machinery, and other potential risks that impact health and safety. Select the impact, probability, and risk level for each hazard, and then establish control measures to reduce risk severity and likelihood. You can also document the activity details and purpose, and have the assessor and approving official add signatures.

Download Health and Safety Risk Assessment Template

Excel | Smartsheet


Oxygen Risk Assessment Form

Oxygen Risk Assessment Form

Use this risk assessment form to evaluate a patient’s lifestyle and living conditions to determine if a home oxygen prescription is feasible. This template provides a checklist to identify physical risks (e.g., mobility challenges, vision impairment), lifestyle risks (e.g., smoking, alcohol addiction), and environmental risks (e.g., living in a building with multiple occupancy, cooking with a gas stove) to determine if benefits outweigh the risks for home oxygen.

Download Oxygen Risk Assessment Form

Word | PDF


School Risk Assessment Form Templates

School Risk Assessment Template

School Risk Assessment Template

Complete this customizable school risk assessment template to uncover potential risks for various categories, including school recreation areas, building access, culture, communications, and more. Detail associated hazards, the likelihood and severity of an occurrence, and risk level with existing control measures in place. There is also space to add comments and further actions required to reduce the probability and impact of a risk.

Download School Risk Assessment Template

Excel | Smartsheet


School Trip Risk Assessment Form

School Trip Risk Assessment Form

Use this risk assessment form template to identify potential risks that can occur during a school trip. Detail the purpose, destination, and dates of a planned school trip at the top. Then, write a description of potential risks and hazards with a high severity, persons impacted, and the probability and risk level using the provided key. Assign control measures for each risk, as needed, and provide any additional information that can help minimize risk during the trip.

Download School Trip Risk Assessment Form

Word | PDF


Student Project Risk Assessment Form

Student Project Risk Assessment Form

This customizable risk assessment form is ideal for evaluating the level and impact of risks associated with a school project. Add the student’s information and project details at the top, and then list and assess hazards that may occur due to the risks identified. Establish and note control measures in the space provided to help reduce the level and severity of risks. There is also room to provide an assessment conclusion, with lines for signatures at the bottom for the assessor, student, and supervisor.

Download Student Project Risk Assessment Form

Word | PDF


Other Risk Assessment Form Templates

Financial Risk Assessment Template

Financial Risk Assessment Template

Use this customizable risk assessment template to pinpoint and classify financial risks associated with various categories, including marketing, human resources, operations, products and services, and any other department. The template has space for you to identify the risk source, describe the potential impact, and select the probability and impact of each risk using the provided keys. There is also a matrix to identify the risk level and determine next steps.

Download Financial Risk Assessment Template

Excel | Smartsheet


Security Risk Assessment Form

Security Risk Assessment Template

This security risk assessment template is useful for identifying risks related security, including policies and procedures, administrative securities, technical securities, and more. Detail the impact description, likelihood, and risk level, and then assign actions and track the status of existing control measures.

Download Security Risk Assessment Template

Word | PDF | Smartsheet


IT Risk Assessment Template

This IT risk assessment template comes with a built-in matrix to assign a severity, likelihood, and impact level to each identified risk. Organize risks by type, determine which assets are impacted, identify risk triggers, and add remediation strategies to help lower the internal and user impact of risks.

Download IT Risk Assessment Template

Excel | Word | PDF


Science Experiment Risk Assessment Form

Science Experiment Risk Assessment Form

Use this customizable template to assess risks associated with a science experiment, including the equipment and tools used to conduct the experiment. Add details at the top of the template, and then list the items needed to execute. Use the space provided to include the item’s purpose, potential hazards, and standard handling procedures. Then, assess the experiment by listing risks related to a specific activity; identify probability, impact, and level of risk using the provided key; and establish control measures to mitigate risks and hazards.

Download Science Experiment Risk Assessment Form

Word | PDF

For more free resources, visit “All the Risk Assessment Matrix Templates You Need.”


Purpose of a Risk Assessment

Conducting a risk assessment creates awareness of potential risks and hazards associated with a particular vendor, job, project, or event. A risk assessment is an integral part of a risk management plan, and helps measure the probability and impact of an occurrence.

Once you identify potential risks and hazards and consider the impact and probability of each, you can assess existing control measures to determine if further mitigation actions are necessary. The ultimate goal of the risk assessment process is to create a safer and healthier environment and experience for those who could be impacted by hazards associated with identified risks.


Steps to Conduct a Risk Assessment

Follow these steps to conduct a thorough risk assessment to create a safer workplace, experience, or event:

  1. Identify and classify potential risks or hazards that may cause physical, mental, chemical, or biological harm.
  2. Determine the groups of people at risk of being harmed.
  3. Assess the impact, likelihood, and risk level with existing control measures in place.
  4. Determine if further action is necessary to mitigate the risks.
  5. Prioritize the risks by identifying those with higher impact and probability levels.
  6. Establish an action plan to mitigate risks with assigned roles and responsibilities. 
  7. Review your risk assessment regularly to determine if you need to take further action.

You can start identifying potential risks and hazards by performing a thorough inspection of the site where you’ll be conducting the work, or by visiting and researching the site where an event will take place. Gather insight from those with experience at the site by conducting interviews and surveys to uncover any past issues. In addition, be sure to consult with manufacturers, suppliers, and associations relevant to your industry to gather valuable safety and health information.


Benefits of Risk Assessment Software

Document, track, control, and review health and safety hazards in the workplace more effectively by using risk assessment and management software. Common benefits of utilizing software include the following:

  • Built-in forms allow you to easily disseminate surveys to employees to gather information, and also enable employees to report risks they encounter in the field.
  • Attach and submit relevant images and documents to the risk management system from multiple devices.
  • Easily organize, classify, store, and track risks in a secure location.
  • Store all safety policies and procedures in a centralized place that updates in real time, and ensure all necessary stakeholders have access to it.

To learn if your organization would benefit from risk management software, and how to choose the right software for your needs, visit “How to Choose the Right Risk Management Software.”


Assess Risks Faster to Make Better Decisions with Smartsheet Dashboards

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get  real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

 

 

 

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Try Smartsheet for Free Get a Free Smartsheet Demo