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10 Free Risk Assessment Templates and Examples (Excel and ClickUp)

ClickUp Contributor

February 13, 2024

Risk assessment tools save project managers time and resources by clarifying potential risks before the team gets to work.

Research shows more than 60% of projects are often beyond budget, late, or fail to deliver according to specifications. By using effective risk assessment strategies, you are more prepared to prioritize threats and interruptions to your project. And as a result, the overall success rate of the project will improve.

We’ve put together a list of 10 free risk assessment templates and use case examples to fit your project or program requirements. Whether you need to address the safety hazards of potential equipment or share a risk rating document with teams and stakeholders—we got you covered!

risk assessment sample

What is a Risk Assessment Template?

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A risk assessment template is a resource to assess risks early and develop an actionable response plan. Depending on your industry type, a general risk assessment includes:

Risk identification

  • Impact area
  • Probability
  • Level of impact
  • Mitigation plans

This type of assessment template breaks risks down into varying stages, often using spaced tables for you to document identified threats and which parties are at risk. Risk templates also include a tool for assessing the likelihood and severity of risks.

10 Free Risk Assessment Templates to Try

Assess risks and create risk ratings with ClickUp's List view

A technical and effective way to understand what to prioritize in your business model and new idea list is by understanding the worth of these features and the degree of risk linked to the implementation.

ClickUp’s Value Risk Matrix Template helps you go through the risk matrix for each possible risk that may occur. It’s a great way to practice proactive risk management . And since it’s a simple template, you can easily walk through the process and fill the value risk matrix quickly.

Here’s how you can use this risk assessment template:

  • Create a task for each idea
  • Input or select the person responsible for the idea or the plan execution
  • Attach the file that contains all the information (i.e. research, cost analysis, etc.) about the idea/new feature
  • Classify whether the idea/new feature is for your customers, admin, employees, or for the business in general

Brainstorm ideas on a ClickUp Whiteboard to identify hazards

An assumption grid helps you identify various assumptions from your business model. The grid plots these assumptions on two separate axes:

  • Low-impact assumptions with little information available
  • High-impact assumptions with little information available

Visualizing these assumptions helps you mitigate risks, make judgment calls, and overcome uncertainties. The ClickUp Assumption Grid Template is similarly a type of decision-making tool.

You can easily determine what the big boxes represent by checking the Legend. Each box has a corresponding color with added meaning.

  • Yellow = Certain, High Risk
  • Red = Uncertain, High Risk
  • Green = Certain, Low Risk
  • Grey = Uncertain, Low Risk

View risk assessment form responses by priority in ClickUp's Board view

One of the most crucial parts of managing risks is to operate strategically to address any potential issues that may happen when managing a specific project.

With this template, you can document risks and response actions to manage each risk. It also helps you track potential risks and implement preventative measures before the risks happen. The ClickUp Risk Register Template is essential to successfully manage risks identified and logged on the register with actions to be taken to respond to the risk.

Responses should be regularly reviewed to monitor the progress. This risk assessment template offers several benefits, including:

  • Collecting potential risks and preparing proper actions for them
  • Assigning direct team members to monitor and prioritize tasks
  • Categorizing risks by type ( Risks Response , Risks Status , and Risks by Level )

Customize your own risk assessment template from a ClickUp Whiteboard

ClickUp’s Pi Planning Template helps you get a perfect overview of your PI Planning process with step-by-step frames that guide you through the entire risk assessment process.

The template gives you a clear picture of your team members’ backlog, including capacity, workload, and risks. Note that the number of sticky notes containing identified risks may shrink or grow as your team decides on mitigation approaches during the planning process.

The PI Planning Template is divided into four main boards to organize your PI Planning event:

  • Teams Board : Includes iterations, tasks, and objectives for each specific team
  • Program Board : Includes features, dependencies, and milestones
  • Agenda Board : Includes schedule, agenda, and presenter
  • ROAM Board : Includes program risks and obstacles

Create an actionable plan to minimize health and safety hazards in ClickUp

A job safety analysis should be conducted in workplaces to identify potential hazards that could cause major or serious injury such as hazard exposure, hazardous substances, and procedure changes.

The ClickUp Job Safety Analysis Template organizes key information all employees can access in a single view, including:

  • Site location address
  • Possible risks/hazard
  • Countermeasures/Department
  • Protective equipment
  • Additional notes
  • PDF Files demonstrating the proper steps

SafetyRisk Risk Assessment Excel Template

This is a basic risk assessment template in Excel designed to help you take the initial steps to standardize your processes. You can easily determine the data that should be collected from your business areas, outline suggested response selections, and define key terms.

Regardless of the risk events, configuration and assessment parameters, the risk assessment template in Excel can help you manage risks before they occur.

WPS Accounting Assessment Form Excel Template

Accurate finance and accounting risk assessment is essential and can make or break your personal or business finances. This professionally built risk Excel risk assessment template gives you valuable insights into your accounting risk level.

It also helps you provide all the necessary details about your business product requirements . In addition, accurate costing of purchased products is crucial to ensure your business does not suffer unnecessary losses.

ProjectManager Risk Matrix Template Example

The free risk matrix template from Excel takes any potential threat and determines the impact and extent it could have on a particular project. This template helps you create a risk management process to highlight and correct issues before they become serious problems.

It also serves as a communication tool to let the team members know the risks that might arise during a project. This allows everyone to alert others if an issue becomes known and where it falls on the prioritization scale.

Bonus: RAID templates for risk management!

ProjectManager IT Risk Assessment Template

The number of risks to an IT landscape is enormous, including software or hardware failure, viruses, malware, scams, pace, and phishing.

Human errors, as well as malignant threats from fraud, hackers, security breaches, and denial-of-service attacks also exist. Natural disasters like fire and floods also damage an IT system carrying valuable data.

With the Excel IT Risk Assessment template from ProjectManager, you can take into account the following:

  • The number of equipment and personnel needed to continue operating
  • How long it takes to restore the data or system functionality 
  • System and data needs

ExcelHub Risk Analysis and Management Plan Excel Template

Identifying risks is just a single step of the risk assessment process. The subsequent steps include other activities such as risk strategy, monitoring, and funding.

The Excel Management template helps you determine the likelihood of risk occurrence and the potential impact through risk analysis. It also helps understand the project’s performance and quality. As a result, you can easily implement adequate response and risk mitigation.

A good risk assessment template is easy to update, creates consistency for future work, and simplifies the creation process. If your company has specific criteria for assessing risks, using a template will ensure everyone has the same information to take the correct risk and control measures. Here are four key processes a risk assessment template will include:

This process needs dedication and creativity as it focuses on highlighting potential risks that might occur and impact project metrics. There are several methods for identifying potential threats in your organization. Your project team can brainstorm possible hazards and transform the findings into a risk checklist.

Risk analysis

This goes beyond identifying risks and determines the criticality of the risk. This is where you assign both qualitative and quantitative values to possible risks and analyze the potential and strategies to minimize them. Risk analysis helps you understand the risks’ likelihood of occurrence and potential impact. This way, you can implement the proper mitigation and response.

Risk response and mitigation

Risk mitigation helps design and implement strategies to reduce the occurrence and the impact of the risks. The primary objective is to minimize the likelihood of risk incidence as much as possible.

Risk control

Risk monitoring and control are also part of your assessment template. It helps ensure that the plans are carried out properly. As a result, your template should use the risk monitoring and controlling function to guarantee that your assessment and risk mitigation strategies are effective.

Developing a Powerful Risk Assessment Plan With ClickUp

Without performing a risk assessment at the initial stages of your project, you won’t have the advanced preparation needed to prioritize safety controls.

Empower your team stays ahead of potential hazards with the best risk assessment tools and a productivity platform like ClickUp.

ClickUp makes it easy to plan, manage, and report on projects from anywhere. Get real-time project visibility and report on key metrics with automated workflows and Dashboards to keep your team informed and connected!

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How to write your own risk assessments

Download this free risk assessment template or read more about how to write a risk assessment below. You can also use this risk assessment template in conjunction with the video tutorial.

Commonly, this type of examination takes place with a qualified clinician but if it makes you feel more comfortable a chaperone can be organised.

This tutorial is designed to show you how to write your own risk assessments. It doesn't matter what industry sector you're in or what your line of work is as good risk assessments aren't industry specific. Instead they are designed to help you eliminate or reduce the likelihood of a hazard that may cause a risk to employees or others. An important thing to take into account whilst creating a good risk assessment report is that all risks are subjective.

  • Example 1: Every time we go to bed there is the risk of us falling out of bed which could cause injury. This is without doubt a risk that we all face every night. However, when we look at this subjectively, the likelihood of someone falling out of bed is extremely low, and the probable injuries would be minor.

So, the first lesson learned is that knowing how to write a good risk assessment report starts with common sense. If you'd like to download our free risk assessment template HERE  you may find it easier to follow the rest of this tutorial. Additionally, there is an accompanying video on the left hand side of this page that shows you how to write your own risk assessments using the template.

The key elements in the template are the following sections:

  • Potential hazards
  • People at risk and how
  • Actions already in place
  • Further action required
  • Target dates
  • Substance risks

The first consideration when writing risk assessment reports is 'Potential hazards', or to be more accurate, identifying potential hazards, their likelihood of occurrence and severity of potential harm. This is known as hazard identification and as mentioned earlier, it's subjective. You cannot write a good risk assessment that will stop every person in the world from ever having an accident, instead what you should try and do is eliminate risks where possible and control risks that cannot be eliminated using control measures and most importantly, education. Tell people that a floor may be slippery when wet by using signage to let people know about the risk.

The image below shows the 'Potential hazards' column filled in and for the case of this tutorial I have chosen two types of falls from height. From a hop up and potentially falling into an excavation. Other types of falls from height may include a variety of access equipment from step ladders to scaffolding.

risk assessment sample

Now that I've identified two potential hazards, the next step in writing a good risk assessment is to identify the people at risk. This could be direct employees, sub contractors, members of the public or anyone else that may be at risk. For this example though we are only considering the person who may fall.

As well as identifying the risk, in this column we include how the risk could lead to injury and the severity of any possible injuries. The image below shows an example of what to write in this column.

risk assessment sample

Next we look at what actions are already in place to reduce the likelihood or severity of an accident or injury occurring. On the surface it may seem that if actions are already in place then there is no need for you to write a risk assessment. However, the risk assessment's not written so that it ticks the boxes of a companies health and safety policy. It's there to give to the people who are at risk and educate them on how to minimise specific risks whilst carrying out tasks or using certain equipment.

As you can see from the image below, there are already five actions in place for each risk. These actions can't take away the risk, but they are there to minimise the likelihood and severity of the risk. It's important to remember when writing your own risk assessments, that the best solution is to eliminate a risk completely, by changing working practices or equipment, and if this can't be done, actions are put in place to minimise the likelihood and severity of the risk.

risk assessment sample

We move on now to 'further action required'. This field is there for the evolution of the risk assessment and as a set of instructions to managers, ensuing that they carry out actions that are required. The last three columns are also encompassed by this field as they show the initials of the person who is to action the additional control measures, the target date of when the actions should have taken place by, and whether the actions have been completed at the next review.

risk assessment sample

Some FAQs we get asked when people are starting to write their own risk assessment are:

‘Do I need to write a Risk Assessment?’

If your business has more than four employees including yourself, the law dictates that you must control the risks in your workplace by Risk Assessments.

If you are self-employed you will need to carry out Risk Assessments to evaluate whether your business may cause harm to you and others and if you are doing enough to prevent possible harm.

If you have less than five employees or are a subcontractor, you may still have to provide Risk Assessments at the principal contractor’s behest.

‘When do I need to write a Risk Assessment?’

If you look at our Risk Assessment Template, you will see that there is a review date that takes place every six months. One of the main reasons for this review date is because your Risk Assessments should be completed before you carry out any work and once you start the work you may find hazards that were not at first apparent.

Often Health and Safety documents including, Risk, Method, COSHH, Policies etc… have to be submitted during tendering processes so that clients can see how you intend carrying out a job and managing the hazards. This means your Health and Safety package has to be in place before and in case you are awarded work.

‘Do I need to write a Risk Assessment every Year?’

No. You will need to create Risk Assessments for any hazards that you’ve identified that have the potential to cause harm to your staff or others. Once you’ve created the document it can be used for life, providing the hazards and control measures remain the same. Each document should be edited and amended as required and reviewed at six month intervals.

This becomes clearer to understand once you’ve read the text below about an old van having three control measures fitted over a twenty-year period.

‘What is a control measure?’

Control measures are actions or systems that can reduce the likelihood of harm. Something that has the potential to prevent or reduce hazards.

As an example, an old panel van has no rear view mirror. One of the control measures to prevent collision when reversing is the incorporation of wing mirrors.

Ten years after the vans manufacture a second control measure was invented and fitted. This was a hazard warning played when the vehicle engaged reverse gear. ‘Caution, this vehicle is reversing...   …caution, this vehicle is reversing…’

Five years after that a third control measure was invented and fitted. This was rear parking sensors.

Five years after that a fourth control measure was invented and fitted. This was a rear view camera.

As you can see from the example above, the risks of harm, vehicle damage, collision etc… remain the same during the life of the van. Yet towards the end of the vans life it had an audible caution message, intelligent parking sensors and a rear view camera fitted. With the control measures fitted, although the risks were still there, the likelihood of a dangerous occurrence was drastically reduced, making reversing the van a much safer manouvre with control measures implemented.

Some control measures don’t try to prevent or reduce the likelihood of harm, yet they are not passive systems. Examples include, ejector seats, seatbelts, airbags. All of which are designed to reduce damage once an incident has occurred. These are measures that are not controlling the likelihood of an event happening, they are controlling the outcome of an event once it has occurred.

‘What is risk evaluation?’

Risk evaluation is a process that’s subjective and not set in stone. As an example, if an astronaut left his space ship without a space suit he would die. However, there’s probably no documentation to tell an astronaut to put on a space suit before leaving ship. There’s probably a Risk Assessment to tell him to examine suit for wear, pressure test suit, make sure all joints are working etc….  but nothing to tell him to put the suit on in the first place.

It’s like telling employees to open a door before they walk through it.

To enter a car (If you’re the driver), by the front right hand door.

To stop at a red light and go at a green one.

Some things are considered obvious for adults of normal intelligence.

So, when evaluating a potential hazard for a Risk Assessment, it becomes subjective to the assessor. As an example, if I was using a Risk Assessment Template for an astronaut leaving a space ship, I wouldn’t consider him going through the airlock without a space suit, yet someone else might think this relevant.

Because risk evaluation in health and safety is subjective, there is no point in using a ranking system as the person judging the potential outcomes is usually the author.

Risk evaluation is simply looking at a task, deciding if the task has significant risks then deciding if control measures can be implemented to reduce the likelihood of the risk occurring.

As an example let’s consider the evolution of the van’s control measures and summarise with the following when using the Risk Assessment Template:

Identify the hazards (Reversing)

Identify who is at risk, including non-employees (Driver, passenger, people or animals behind van)

Identify existing control measures (Wing mirrors fitted as standard)

Evaluation of risks (What are the risks and how can they be controlled)

Put control measures in place (Parking sensors, rear view camera)

Keep records (The date, why and when rear view camera was installed)

Review and amend (Read, review, sign and date Risk Assessment every six months, or amend as new risks or control measures are relevant)

Share (There’s no point in carrying out a Risk Assessment if it doesn’t go to the people carrying out the task. In this case, give it to the driver)

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Hazard and Risk - Sample Risk Assessment Form

On this page, how can risks be assessed, is there a procedure for identifying risks, what is a sample risk assessment form.

Risks should be systematically identified and reviewed to ensure those things, activities, situations, processes, etc. that cause harm to people or property are controlled. One way to ensure that all risks are evaluated in the same way is to use a risk assessment form. This procedure should be carried out by someone who is experienced and fully familiar with the activity (e.g., a "competent person").

Please note: see the OSH Answers Risk Assessment for more information about risk assessments in general, and how to rank hazards.

There is no one way to assess risks, and there are many risk assessment tools and techniques that can be used. Choose the method that best matches your situation. In all cases, the risk assessment should be completed for any activity, task, etc. before the activity begins.

The following is a sample. Be sure to customize it for your needs at your workplace. The goal is to answer all of the questions below.  How you actually assess the risks can vary from situation to situation, and may include the technique of brainstorming, or using a checklist or an assessment matrix. Document the process used, and how decisions were reached.

  • Fact sheet last revised: 2017-04-03

IMAGES

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VIDEO

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COMMENTS

  1. Free Risk Assessment Templates & Forms

    A risk assessment template is a tool used to identify and control risks in the workplace. It involves a systematic examination of a workplace and its environment to identify hazards, assess injury severity and likelihood, and implement control measures to reduce risks.

  2. 10 Free Risk Assessment Templates and Examples

    What is a Risk Assessment Template? A risk assessment template is a resource to assess risks early and develop an actionable response plan. Depending on your industry type, a general risk assessment includes: Risk identification; Impact area; Probability; Level of impact; Mitigation plans

  3. How To Write a Risk Assessment

    Watch on Commonly, this type of examination takes place with a qualified clinician but if it makes you feel more comfortable a chaperone can be organised. This tutorial is designed to show you how to write your own risk assessments.

  4. CCOHS: Hazard and Risk

    What is a sample risk assessment form? How can risks be assessed? Back to top Risks should be systematically identified and reviewed to ensure those things, activities, situations, processes, etc. that cause harm to people or property are controlled. One way to ensure that all risks are evaluated in the same way is to use a risk assessment form.

  5. 7 Best and Free Risk Assessment Templates

    Preview Digital Sample Report Start using template Risk assessment is a process that organizations perform to identify, evaluate, and manage potential risks and hazards within a specific project, department, or particular context of a company.