Consulting and Client-Facing Services Risk Assessment Template
Create a professional, comprehensive risk assessment for consulting and client-facing services in office & professional services settings. Tailor hazards and measures to your needs and download a professional PDF. Add your own branding.
Begin straight away; create a free account later if you want to save.
What this covers.
This template focuses on typical risks and controls for consulting and client-facing services in office & professional services settings. You can add, remove or adapt items to match your context.
Potential benefits
- Project work generates revenue and supports business growth while delivering measurable value to clients.
- Structured advisory processes improve compliance, risk management, and governance across client operations.
- Onsite and virtual consultations provide market insight that informs strategy, product fit, and competitive positioning.
- Direct engagement with clients uncovers real needs, enabling solutions that improve outcomes and long term relationships.
- Positive client experiences strengthen reputation, leading to referrals, repeat work, and sector credibility.
Typical hazards & measures
- Exhibitions and trade show stands — Pre-plan stand build with competent contractors; use rated fixtures and secure rigging. Manage cables with covers, keep boxes off routes, and control vehicle movements during load-in/out. Provide step-stools for height tasks, test electrics, brief on fire/exits, and cap occupancy during demos.
- Catering and allergy risks during meetings — Collect dietary information in advance; order sealed, labelled meals; provide allergy alerts. Keep emergency contacts, EpiPens if prescribed, and first aiders trained in anaphylaxis response. Choose reputable caterers and avoid cross-contamination.
- Cyber risks while travelling — Use company VPNs, avoid public Wi-Fi without encryption, disable auto-connect, and restrict file sharing. Apply MFA on all accounts and wipe data remotely if lost. Encourage minimal data on devices during travel.
- Reputational risk during client engagement — Train staff on professionalism, dress code, and communication standards. Implement social media guidelines and clear approval processes for sharing client information. Review feedback and escalate concerns immediately.
- Business travel fatigue — Plan travel with rest periods, avoid red-eye flights without buffer time, and provide guidance on time zone recovery. Use accommodation near client sites and flexible schedules after long-haul trips. Train staff in fatigue recognition.
How to use this template
- Click Create Risk Assessment: Consulting and Client-Facing Services to begin immediately.
- Review suggested hazards and measures, then tailor as needed.
- Download your PDF. Create a free account if you want to save.
FAQ
Do I need an account to start?
You can begin filling out your risk assessment straight away. Create a free account if you want to save your work.
Can I download a PDF?
Yes - download a clean, professional PDF at the end.
Can I edit a saved assessment?
Yes, personal and unlimited members can edit saved assessments from the account dashboard.