General Risk Assessment Form Templates
Risk Assessment Form Template
Download a Risk Assessment Form Template for
When to Use This Template: This template is ideal for identifying, categorizing, and tracking risks. Use it for audits and reviews to uncover potential risks and inform mitigation planning.
Notable Template Features: Users can categorize, describe, and identify risk sources in the appropriate fields. This template also includes a color-coded risk severity matrix to help users assess and prioritize risks.
Try this Smartsheet risk assessment template that captures data submitted from an accompanying form to make it easy for anyone to submit a risk worthy of assessment.
Streamline Data Collection with Smartsheet Forms
Turn collected data into actionable insights instantly
Smartsheet forms capture consistent, accurate data and feed it directly into an organized sheet, giving you instant visibility. With customizable branding, conditional logic, and mobile accessibility, Smartsheet forms not only simplify data gathering but also allow your team to take action right away—whether you're tracking requests, collecting information, or managing fieldwork.
Basic Risk Assessment Template
Download a Basic Risk Assessment Template for Excel
When to Use This Template: Use this template to list and track risks or hazards while supporting the implementation of effective actions and controls. It is ideal for safety checks and audits.
Notable Template Features: This template includes fields for entering risk ID numbers, descriptions, existing controls, and prevention measures. Use the color-coded probability and impact level columns for real-time risk statuses.
The Smartsheet basic risk assessment template offers even more functionality like the ability to attach files to the row, assign tasks to team members, and flag risks based on severity.
Risk Assessment and Control Template
Download a Risk Assessment and Control Template for
Excel | Microsoft Word | Adobe PDF | Smartsheet
When to Use This Template: This template allows users to clearly document risks and control measures. Use it to ensure that appropriate controls are in place.
Notable Template Features: Easily enter risk data that includes reference IDs, risk impacts, and likelihoods in the dedicated columns. Add control data for each risk in the control description and frequency of control fields.
Hazard Identification and Assessment Plan Template
Download a Hazard Identification and Assessment Plan Template for
When to Use This Template: This template is ideal for identifying and tracking workplace hazards and planning control measures. Use it during hazard reviews, safety checks, and team audits.
Notable Template Features: This comprehensive template includes separate sheets for hazard action and identification plans. Use the assessment fields to enter the location, owner, control measure, recent evaluation date, and other data for each categorized hazard.
Workplace Risk Assessment Form Templates
Job Risk Assessment Template
Download a Job Risk Assessment Template for
Excel | Adobe PDF | Smartsheet
When to Use This Template: This template is ideal for documenting department or project job risks. Use it to identify risks, their impacted resources, and existing control measures.
Notable Template Features: Add details about risk probability, impact, and rating to detail risk scores and status updates in the dedicated columns. Use it to define risk assignee responsibilities, as well as controls and prevention measures for each job risk.
Work-Related Stress Risk Assessment Form Template
Download a Work-Related Stress Risk Assessment Form Template for
Microsoft Word
|
Adobe PDF
When to Use This Template: This template is ideal for assessing sources of stress in workplace roles, tasks, and environments. Use it to identify stressors and reduce burnout or strain.
Notable Template Features: Find fields for listing job or activity names, descriptions, and locations. It also features checklists for assessing job demands, worker support, worker control, and change management so users can review workload, communication, and team dynamics.
Excel Workplace Hazard Risk Assessment Template
Download the Workplace Hazard Risk Assessment Template for Excel
When to Use This Template: Use this template to find and rate risks tied to a specific job or activity. It is ideal for on-site or in-office health and safety reviews.
Notable Template Features: Easily list hazards by department or group. Then, rate each threat with color-coded risk probabilities, severities, and ratings.
Working at Heights Risk Assessment Form
Download a Working at Heights Risk Assessment Form Template for
When to Use This Template: Use this risk assessment form to evaluate safety risks for any job that involves ladders, scaffolding, roofs, or other elevated surfaces. It helps users spot hazards and document actions to prevent injuries from falls or falling objects.
Notable Template Features: Enter tasks and staff details in the Nature of Work and Who Is at Risk? fields. The Observations section provides space for notetaking and includes yes-or-no prompts to guide field reviews.
Operational Risk Management Template
Download an Operational Risk Management Template for
When to Use This Template: Use this template to track and evaluate key operational risks and their financial impact. It allows users to build cost-aware strategies, manage disruptions, and reduce losses.
Notable Template Features: This template auto-calculates annual and weighted annual operational risk costs. Use the columns to enter risk descriptions, as well as mitigation and control strategies.
Learn more about key features, evaluation criteria, and common use cases with this guide to choosing risk management software.
Construction Risk Assessment Form Templates
Construction Risk Assessment Matrix Template
Download a Construction Risk Assessment Matrix Template for
Excel | Microsoft Word | Adobe PDF
When to Use This Template: This template is ideal for identifying and ranking risks at each stage of a construction project. Use it to assess and score risks before they cause delays or safety issues.
Notable Template Features: Use the included space for listing reference numbers, risks, and severity and likelihood statuses. Document who is responsible for each assignment in the appropriate column to ensure control measure follow-through.
Check out this collection of free risk matrix templates to help your organization assess and score risk severities and likelihoods.
Construction Project Risk Assessment Template
Download a Construction Project Risk Assessment Template for
Excel | Adobe PDF | Smartsheet
When to Use This Template: It’s ideal for rating and managing risks throughout the lifecycle of a construction project. Use it to stay ahead of issues by tracking project risks and the phases they affect.
Notable Template Features: This template includes space for entering the reference ID, risk description, project phases, and impact data. It also includes fields to help you score threats by assessing probability and impact.
Excavation Risk Assessment Form Template
Download an Excavation Risk Assessment Form Template for
Excel | Microsoft Word | Adobe PDF
When to Use This Template: Use this template to document and manage risks tied to excavation work on construction sites. It helps teams protect workers and equipment while keeping the project on schedule.
Notable Template Features: Enter the project ID, name, description, and the project manager in the top section. Use the color-coded risk level column to show high, medium, and low risk or hazard levels.
Excel Welding Risk Assessment Template
Download the Welding Risk Assessment Template for Excel
When to Use This Template: This template is ideal for describing and scoring risks tied to welding work. Use it to help prevent incidents and ensure follow-through on control actions.
Notable Template Features: Find fields for entering reference ID numbers and details on welding hazards and impacts. Use the probability and impact columns to rate each risk for a color-coded score and risk level.
Project Risk Assessment Form Templates
Project Management Risk Assessment Template
Download a Project Management Risk Assessment Template for
Excel | Microsoft Word | Adobe PDF
When to Use This Template: Use this template to assess project risks before and after mitigation. It helps users document threats and determine whether it's safe to move forward.
Notable Template Features: This template includes risk severity, likelihood, and color-coded risk level columns for both pre- and post-mitigation. Enter basic project information, including the ID and project manager, in the top section.
Learn more about how to identify, analyze, and prioritize project risks with this essential guide to project risk assessment.
Business Project Risk Assessment Sample Template
Download a Business Project Risk Assessment Template for
When to Use This Template: This template helps users manage risks across all stages of a business project. Use it to inform action planning, update statuses, and set completion dates.
Notable Template Features: Detail how each risk impacts time, costs, and resources with existing mitigation measures in place. Find space for entering project details and approval information. Use it to document mitigation and control measures, action plans, and owner data for each business project risk.
Travel Risk Assessment Form Templates
Travel Risk Assessment Form Template
Download a Travel Risk Assessment Form Template for
When to Use This Template: Complete the customizable risk management action plan and assessment questionnaire to assess travel risks. Use it to prepare travelers, review destinations, and plan for health, political, or environmental issues.
Notable Template Features: This template includes space for entering traveler names, roles, and contact information. Use the risk assessment checklist to systematically review common risks, and add details in the notes column.
Pre-Travel Risk Assessment Form Template
Download a Pre-Travel Risk Assessment Form Template for
When to Use This Template: Travelers can complete and submit this template to a healthcare provider before a domestic or international trip. Use it to detail health status and plans to help assess health risks for safe travel.
Notable Template Features: This template provides space to document current and previous medical conditions, allergies, vaccines, reactions, and other relevant information. It also includes fields for traveler information, reason for travel, and activity plans.
Fire Risk Assessment Form Templates
Download a Fire Risk Assessment Form Template for
Microsoft Word | Adobe PDF | Smartsheet
When to Use This Template: This template helps users assess fire safety risks in any workplace or facility. It is ideal for documenting and reviewing systems and emergency plans to minimize the risk of injury or damage.
Notable Template Features: Use the dedicated space to include location information, such as owner name, contact information, maximum occupancy, and business hours. It also includes fields for assessing fire hazards in the space.
Office Fire Risk Assessment Form Template
Download an Office Fire Risk Assessment Form Template for
When to Use This Template: Use this template to assess fire safety risks in an office or commercial space. It helps users confirm procedures, identify risks, and inform action plans.
Notable Template Features: This comprehensive template includes checklists for hazard assessment, fire and alarm detection, safe escape from fire hazards, and staff training. Use it to enter premises, owner, and risk assessment information.
Church Fire Risk Assessment Form Template
Download a Church Fire Risk Assessment Form Template for
When to Use This Template: This template is ideal for assessing fire risks in places of worship and ensuring the safety of congregants, staff, and visitors. It helps users document hazards, preparedness, and responsibilities.
Notable Template Features: Enter site details such as the church name, location, point of contact, and contact information. Use the checklists to confirm fire detection, alarms, escape procedures, and firefighting equipment.
Hazardous Substances Risk Assessment Form Templates
Hazardous Substances Risk Assessment Form Template
Download a Hazardous Substances Risk Assessment Form Template for
When to Use This Template: Assess health and safety risks linked to chemical or hazardous substances in the workplace. Use it to document exposure, evaluate controls, and plan to protect staff.
Notable Template Features: This template includes a checklist for describing possible hazards, as well as space for entering control measure information. Use the action plan section to identify risks and list risk levels and probabilities.
Hazardous Substance Identification, Assessment, and Control Plan Template
Download a Hazardous Substance Identification, Assessment, and Control Plan Template for
When to Use This Template: Use this template to document, assess, and manage different types of hazardous substance risks. It helps inform containment plans, disposal, and prevention measures for various substance categories.
Notable Template Features: This template includes fields for categorizing hazardous substances and describing containment and disposal methods. It has color-coded risk level, action plan owner, and start and end date columns.
Event Risk Assessment Form Templates
Event Risk Assessment Template
Download an Event Risk Assessment Template for
When to Use This Template: This template is ideal for identifying and managing event activities, location, and logistics risks. Use it to minimize disruptions and ensure attendee safety.
Notable Template Features: This template breaks down event risks into four categories: planned activities, environmental, industrial, and technical. It also includes color-coded columns for entering risk, severity, and probability levels.
Fundraising Event Risk Assessment Form Template
Download a Fundraising Event Risk Assessment Form Template for
When to Use This Template: Use this template to put safety measures in place and reduce risk before launching a fundraising event. It is ideal for tracking event-related risks and documenting control measures.
Notable Template Features: Find fields for documenting activities, risks and hazards, and the people at risk. It also has a risk assessment completion and review section with space for signatures and dates.
Event Management Risk Assessment Template
Download an Event Management Risk Assessment Template for
Excel | Microsoft Word | Adobe PDF
When to Use This Template: Event planners can use it to plan for safety throughout any event, from small private functions to large-scale events. It is ideal for identifying and scoring risks to ensure control measures are in place.
Notable Template Features: Use the template space to enter the event name, venue address, date, and description. There are columns for documenting control measures, owner assignments, and notes.
Vendor Risk Assessment Form Templates
Vendor Risk Assessment Template
Download a Vendor Risk Assessment Template for
Excel | Adobe PDF | Smartsheet
When to Use This Template: Use this customizable template as a third-party risk assessment to pinpoint and evaluate security vulnerabilities related to a vendor. It is helpful for tracking risks when relying on external vendors, suppliers, or contractors.
Notable Template Features: This template includes ample space for assessing risks and including any relevant notes. Use the color-coded ratings column to show risk levels at a glance.
Vendor Risk Assessment Questionnaire Form Template
Download a Vendor Risk Assessment Questionnaire Form Template for
When to Use This Template: Complete this questionnaire to assess vendor security risks before sharing sensitive data or granting system access.
Notable Template Features: This template includes checklists for policies and processes, physical and data center security measures, and malware security measures. Find fields for the assessor's name, title, and dated signature at the bottom of the template.
Check out this collection of free vendor risk assessment templates to help you identify and manage vendor risks.
Health and Safety Risk Assessment Form Templates
Health and Safety Risk Assessment Template
Download a Health and Safety Risk Assessment Template for
When to Use This Template: Use this template to assess risks across categories and to identify and categorize health and safety risks.
Notable Template Features: Identify and track biological, chemical, environmental, facilities, machinery, and equipment risks using this template. It includes color-coded columns showing impact, probability, and risk ratings.
Oxygen Risk Assessment Form Template
Download an Oxygen Risk Assessment Form Template for
When to Use This Template: Use this template to assess the feasibility of home oxygen prescriptions for patients.
Notable Template Features: This template features checklists with notes for physical, lifestyle, and environmental risk categories. It also includes space for recording the final decision, assessor information, and official signatures.
School Risk Assessment Form Templates
School Risk Assessment Template
Download a School Risk Assessment Template for
When to Use This Template: This template is ideal for assessing safety risks in school facilities. Use it before the school year starts and for post-incident reviews.
Notable Template Features: Use the color-coded matrix to score risks based on probability and impact levels. Document controls measures, further minimization actions, and action dates in the spreadsheet columns.
School Trip Risk Assessment Form Template
Download a School Trip Risk Assessment Form Template for
When to Use This Template: Use this template to assess and control risks to students and staff for off-site activities and field trips. It is ideal for trip planning and implementing safety protocols.
Notable Template Features: This template includes space for entering the trip destination, purpose, and details. Enter additional information where indicated for follow-up notes.
Student Project Risk Assessment Form Template
Download a Student Project Risk Assessment Form Template for
When to Use This Template: Use this template before a student project begins to review potential risks and inform control measures.
Notable Template Features: This template includes customizable probability and impact keys that users can copy and paste into the corresponding columns. Use them to standardize risk descriptions associated with activities and document controls.
Other Risk Assessment Form Templates
Financial Risk Assessment Template
Download a Financial Risk Assessment Template for
When to Use This Template: Use this template to evaluate and manage financial risks across departments. It is ideal for tracking risks that expose businesses to economic losses.
Notable Template Features: Documents risks by department and category, such as marketing, finance, human resources, technology and equipment, operations, and more. It includes a matrix for rating risks by probability and impact.
Security Risk Assessment Template
Download a Security Risk Assessment Template for
Microsoft Word | Adobe PDF | Smartsheet
When to Use This Template: Use this template to assess risks related to information security, policies, procedures, and more. It is ideal for digital and physical security system audits to help prevent threats and breaches.
Notable Template Features: This template features space to document impact descriptions, likelihoods, and risk levels for risks categorized by security components. It also includes assessment and review fields with space for dated signatures.
IT Risk Assessment Matrix Template
Download an IT Risk Assessment Matrix Template for
Excel | Microsoft Word | Adobe PDF
When to Use This Template: Use this template to assess IT system risks using visual matrix ratings.
Notable Template Features: This template includes color-coded columns for indicating risk severity, likelihood, internal impact, and user impact ratings. Organize IT risks by reference ID number, type, and asset.
Check out this collection of free IT risk assessment and risk management templates to help you identify, prioritize, and mitigate operational and cybersecurity risks.
Science Experiment Risk Assessment Form Template
Download a Science Experiment Risk Assessment Form Template for
When to Use This Template: This template is ideal for labs and research facilities where safety measures are essential. Use it before an experiment to identify and minimize risks.
Notable Template Features: Enter a description of the experiment, participant and supervisor names, and the quantities and purposes of tools and equipment used. Use the color-coded key to identify and mark negligible, minor, moderate, significant, and severe experiment risks.
Steps to Conduct a Risk Assessment
To conduct an effective risk assessment, identify hazards, assess who may be affected, and evaluate the likelihood and impact. Review current controls, determine if further action is needed, prioritize risks, assign responsibilities, and update the assessment as conditions or risks change.
These steps will help you get the most from a risk assessment:
- Identify and classify potential risks or hazards that may cause physical, mental, chemical, or biological harm.
- Determine the groups of people at risk of being harmed.
- Assess the impact, likelihood, and risk level with existing control measures in place.
- Determine if further action is necessary to mitigate the risks.
- Prioritize the risks by identifying those with higher impact and probability levels.
- Establish an action plan to mitigate risks with assigned roles and responsibilities.
- Review your risk assessment regularly to determine if you need to take further action.
Start by inspecting the site where the work or event will occur. Interview staff, review past incidents, and conduct surveys to uncover risks. Consult with suppliers, manufacturers, and industry associations to gather safety information and fill in gaps. Use this data to inform your risk assessment.
Benefits of Risk Assessment Software
Risk assessment software helps teams improve how they capture, manage, and respond to workplace hazards. With real-time updates, centralized records, and simple collaboration, the right platform makes risk tracking faster, more accurate, and easier to maintain. Look for tools with built-in forms, mobile access, and centralized storage.
These features help teams get more value from risk assessment software:
- Built-In Forms: Gather data from employees through custom forms and allow them to report hazards directly from the field.
- Mobile Access: Upload images, notes, or documents from any device to keep records complete and up to date.
- Centralized Storage: Store safety procedures, reports, and records in a single, secure, searchable location.
- Real-Time Sharing: Ensure all stakeholders have access to the latest safety information and updates.
- Streamlined Tracking: Classify and monitor risks by type, status, or owner to stay on top of progress and deadlines.
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.