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Risk Assessment Plan Free Template

Identify, analyze, and mitigate possible issues with Pipefy’s Risk Assessment Plan Template. Create a standardized process within your company to ensure your business’s health.

Effective risk management

Build a systematic, structured, collaborative, and cross-company process to identify possible risks, plan responses, and mitigate exposure factors. Monitor every situation with this risk assessment template.

Create a custom report form, automatically set assignees, and keep information recorded in a single place, avoiding having to toggle between emails and other communication channels.

Try Pipefy's Risk Assessment template

Automate manual tasks

Send emails, assign team members, and skip several manual tasks with Pipefy’s automations.

Gather all data in one place

Centralize protocols, forms, and all the information you need in a single place.

Improve every day

Collect and analyze data to continually enhance your risk assessment plan.

A perfectly customized process

This template comes with a suggested structure, but you can modify it as you need. Add or remove new steps from your workflow, create forms with dynamic content, and connect it to other processes and software.

Pipefy helps you tailor a Risk Assessment Plan that fits your business goals.

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Through forms you can share throughout your company, collect information to spot possible risks. Identify impactful issues and follow standardized steps to analyze, monitor, and control them.

Take actions fast, provide solutions faster

Our Risk Assessment Template has a kanban board to give you full visibility of your process. As your team deals with each activity, you can
identify, analyze, and propose actions, find priorities, define due dates, and so on.

Use this template to tailor your process, and send emails or notifications directly from it — all without having to toggle between multiple emails, applications, and spreadsheets to find or submit information.

Manage every risk in one place, take actions quickly, and provide valuable solutions to your organization.

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Analyze performance metrics

Pipefy’s Risk Assessment Template comes with a dashboard in which you can analyze and extract metrics.

Customize reports and charts to visualize possible risks, areas involved, and exposure rates. Use it to control incidents or any other metric you want to analyze.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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