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Risk Assessment Survey Form Template

Streamline Your Risk Management with Our Survey Template

When it comes to workplace safety, identifying potential hazards can be a daunting task. This Risk Assessment Survey Form Template helps you systematically evaluate risks, ensuring your team remains safe and compliant. With its clear structure, you can gather insights into workplace conditions, identify critical risk factors, and document necessary safety measures, all while streamlining communication within your organization. Plus, the WCAG-aligned labels make it accessible for everyone involved. Try out the live template to enhance your risk management process.

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Your full name
Work email
Organization name
Industry or sector
Number of employees
1-9
10-49
50-249
250-999
1000+
Prefer not to say
Primary operating region
North America
Europe
Asia-Pacific
Latin America
Middle East and Africa
Multiple regions
Prefer not to say
Do you have a documented risk management policy?
Yes
No
Who is primarily responsible for risk management?
Dedicated risk/compliance function
Shared across departments
Assigned to operations or finance
No defined owner
Prefer not to say
How often are formal risk reviews conducted?
Never
Rarely
Sometimes
Often
Always
Which risk categories are currently relevant to your organization? Select all that apply.
Which single area poses the greatest current risk?
How likely is a significant risk event in the next 12 months?
Very unlikely
Unlikely
Neutral
Likely
Very likely
If such an event occurred, what is the potential business impact?
Very low
Low
Moderate
High
Very high
Do you have documented controls for your top risks?
Yes
No
Overall effectiveness of current controls
Poor
Below average
Average
Good
Exceptional
Do you have a tested incident response or business continuity plan?
Yes
No
When was your plan last tested?
Within the last 6 months
6-12 months ago
1-2 years ago
Over 2 years ago
Never
Not applicable
How often do staff receive risk-related training?
Never
Rarely
Sometimes
Often
Always
Is multi-factor authentication enabled for critical systems?
Yes
No
How frequently are critical data backups performed?
Real-time or continuous
Daily
Weekly
Monthly
No regular backups
Not applicable
Is access to sensitive data restricted on a least-privilege basis?
Yes
No
Have you experienced a cybersecurity incident in the past 12 months?
Yes
No
If you had an incident, did it result in downtime or data loss?
Yes
No
Not applicable
Have you undergone a regulatory audit in the last 12 months?
Yes - passed
Yes - with findings
No
Not applicable
How many reportable incidents occurred in the last 12 months?
0
1-2
3-5
6 or more
Prefer not to say
Do you track and review near-miss events?
We track all near-misses
We record some near-misses
We do not track near-misses
Not applicable
What is your overall risk appetite?
Very low
Low
Moderate
High
Very high
Which areas are priorities for improvement in the next 6 months? Select all that apply.
Would you like a copy of your responses via email?
Yes
No
Typed signature (enter your full name to confirm the information provided is accurate)
Date of completion
May we contact you with tailored risk recommendations?
Yes
No
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Paper art illustration related to risk assessment survey form template and FormCreatorAI features and design elements.

When to use this form

Use this survey when you need a fast, structured check of hazards before a new project, process change, or contractor work. Safety leads, facility managers, and team supervisors can capture who is at risk, controls in place, and urgent actions. It is also helpful after a near-miss or ahead of an audit to document evidence and prioritize fixes. During early scoping, pair it with the Preliminary risk assessment form. If you are reviewing fire hazards in a warehouse or office, combine it with the Fire risk assessment form to confirm alarms, routes, and training. The outcome is a clear action plan with owners and dates, so you reduce exposure and stay compliant.

Must Ask Risk Assessment Survey Questions

  1. Which tasks, locations, or processes present the highest risk right now?

    This focuses people on the biggest threats so you do not drown in minor issues. It helps you scope the assessment and decide where to spend time first.

  2. Who could be harmed and how (employees, contractors, visitors, public)?

    Linking hazards to people clarifies severity and legal duties. It also guides training and communication plans for each group.

  3. Which existing controls and PPE are in place, and how effective are they?

    You see what is working and where there are gaps, so you avoid duplicating controls. If PPE details are unclear, use the PPE Assessment form to review fit, availability, and use.

  4. What is the likelihood and potential impact if the hazard occurs?

    This yields a simple risk rating to prioritize mitigation. For deeper evaluation and documentation, move findings into a Risk assessment form.

  5. What immediate and longer-term actions will you take, by when, and who owns them?

    Specific owners and deadlines turn observations into results. This drives follow-through and makes progress easy to track in reviews.

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