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Risk Management Plan Free Template

Identify, assess, foresee and mitigate risks before they come to life. This Risk Management Plan template helps you build a cross-functional team that follows the same procedures while responding to impacts and stays compliant with business goals.

Foresee the risks before they become impacts

This Risk Management template contains the view of a Kanban board, which is a process methodology that divides your work into phases. There, your team can perform different actions on different phases and follow the same procedures every time a risk is identified.

Control your workflow by having end-to-end visualization of the entire process, from identifying issues to finally monitoring it as it’s identified.

Spot the risks and hit the ground running

Standardize your procedures

Ensure your team is compliant with your company’s processes and run a streamlined Risk Management Plan.

Eliminate manual labor

Automate manual tasks, such as sending emails or notifications, and gain time to build more valuable strategies.

No-code required

Customize this template’s Kanban board with different forms, phases, and many other components without the need to know how to program.

Customize it to fit your business needs

This template comes with a suggested structure, but it doesn’t mean you can’t modify its steps, forms, colors, fields, integrations, and much more. Pipefy helps you tailor a process that fits your business goals and not the contrary.

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Through forms that you can share with your company, collect information and spot the ones that could become risks. Identify impactful issues and follow steps to analyze, monitor, and control them.

Take actions fast, provide solutions faster

The template has the visualization of a Kanban board. That means you can view all phases of the Risk Management process, as people dealing with each activity (identify, analyze, propose actions, and more), priorities, due dates, and so on.

You can use the 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 impact in one place, take actions quickly and provide valuable work to your organization.

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Analyze performance metrics

Pipefy’s Risk Management template also comes with a Dashboard, in which you can analyze metrics directly from your process.

Customize reports and charts to visualize risk appetite, tolerance and exposure rates, control incidents, areas involved in risk assessment, and any other metric you would like 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

Finance and Purchasing Teams love Pipefy

Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

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