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One of the early observations we have made from the COVID-19 crisis experience to date relates to the operations of the war room and the crisis management team in managing the crisis.

In many cases, the set up and operation of the crisis team has been a "seat of the pants" experience using quickly put together processes, reporting, communications and decisions.

We believe that a key lesson will be the need to embed planning for the "war room" operations into the Disaster Recovery (DR) and Business Continuity plans (BCP) going forward where lessons learnt will help plan ahead for how the crisis management team will operate from Day 1. This planning will need to be detailed enough to be useful from Day 1 of a crisis yet broad and flexible enough to be relevant for a range of crises that may occur, each one different in nature and required response.

Performing a Pandemic Organisational Health Check

One of the "tools" that we have seen used during the crisis is a COVID-19 Organisational Health Check.

We have developed an example of such a health check which looks at a range of questions relating to each aspect of the business affected by the crisis. This is an example only and we would expect it to be tailored for each organisation both in terms of the focus areas and also the specific health check questions addressed.


COVID-19-sample-assessment-tool (50)-overall-summaryOur example Health Check tool includes a summary page which can be included in board reporting packs.

The assessment tool is split into 8 focus areas, which you can expand and update to suit your industry: 
  1. Employees
  2. Customers
  3. Suppliers/Third Parties
  4. Technology
  5. Strategy, Brand, Marketing
  6. Financials
  7. Compliance and Risk Management
  8. Infrastructure and Assets

Each area of focus is also split into sub-categories, with a set of sample questions to get you started.

COVID-19-sample-assessment-tool (8)-employee-questions Each focus area includes sample questions split into sub-categories.
COVID-19-sample-assessment-tool (36)-financials-summary At the end of each section, you can update your overall assessment and include comments.


After you answer the sample questions, you can use the sliders on the summary pages to enable you to score your status and progress period-on-period for each focus area and for your entire COVID-19 management plan.

We are sharing this with you in the hope that it may add value to what you are currently doing but also for consideration into future disaster planning.

Download the COVID-19 Assessment Tool


Assessing COVID-19 risks in Protecht.ERM

The COVID-19 Organisational Health Assessment Tool is embedded within our Protecht.ERM system.

You can link Issues and Actions to each assessment, as well as create and schedule visual dashboards for your reporting pack.

COVID-19 Assessment Tool in Protecht.ERM system

Protecht.ERM lets you dynamically manage all your risks in a single platform, including: Risks, Compliance, Health and Safety, Internal Audit, Incidents and KRIs.

To learn more and see the COVID-19 Assessment Tool in Protecht.ERM in action, get in touch with us to request a demo.

About the author

David Tattam is the Chief Research and Content Officer and co-founder of the Protecht Group. David’s vision is the redefine the way the world thinks about risk and to develop risk management to its rightful place as being a key driver of value creation in each of Protecht’s clients. David is the driving force in driving Protecht’s risk thinking to the frontiers of what is possible in risk management and to support the uplift of people risk capability through training and content.