Free Workplace Planning Guide

A plan is only useful if people can execute it under pressure.

Use this as a working session: identify who does what, how people communicate, where they go, when the plan gets reviewed, and how you will practice it.

1
Roles
2
Communication
3
Assembly
4
Review
5
Practice
15-minute exercise: Pick one realistic emergency. Without opening the plan, ask five employees what they would do first, who calls 911, where they go, and who accounts for people. The inconsistencies are your training priorities.

Most businesses have some version of an emergency action plan — often because an insurer or landlord required one. The problem isn't that these plans don't exist. It's that most of them were written once, filed away, and never actually tested against how the business runs today.

1. Named Roles, Not Just Named Steps

“Someone calls 911” is not a plan — it's a hope. Every critical task in an emergency (calling 911, accounting for staff, assisting anyone with mobility needs, shutting down equipment) needs a specific person assigned to it, with a backup named in case that person isn't on-site that day.

2. A Communication Plan That Covers Both Directions

Plans often cover how staff will be alerted internally, but skip how families will find out staff are safe. In a real event, that second gap causes real panic — and pulls attention away from the response itself.

3. An Assembly Point People Actually Know

An assembly point that only exists on paper doesn't help during a real evacuation. It needs to be walked, physically, with the whole team — not just described in a document.

4. A Review Schedule That Isn't “Never”

Staff turn over, layouts change, and contact information goes stale. A plan reviewed once at hiring and never again is already out of date within a year. Build in an annual review, and a review after any real incident or near-miss.

5. A Plan That's Actually Been Practiced

This is the piece most businesses skip entirely. A plan that exists only on paper tends to fall apart under real stress — not because it was written badly, but because no one has run through it. Even a short annual walkthrough makes an enormous difference in how a team actually responds.

Where To Start

If your plan is missing more than one of these, that's normal — it's also worth fixing before you need it rather than after. We put together a free starter template that covers the structure; from there, building the site-specific version with your team is where it actually becomes usable.

Build A Plan Your Team Will Actually Use

Our Workplace Safety course builds a full site-specific emergency action plan with your team, plus hands-on training on how to execute it.

See The Workplace Safety Course
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