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
- 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.
- Project work generates revenue and supports business growth while delivering measurable value to clients.
- Knowledge transfer upgrades client capabilities, leaving lasting improvements beyond the engagement timeline.
- Structured advisory processes improve compliance, risk management, and governance across client operations.
Typical hazards & measures
- Presentations and portable equipment setup — PAT test all portable devices annually, carry adapters, and avoid trailing leads. Use cable guards and tape for temporary setups. Check stability of projectors/screens before use and position equipment away from high-traffic areas.
- Networking events and conferences — Brief staff on alcohol consumption, harassment policies, and exit routes. Encourage buddy systems and clearly define expenses and behaviour expectations. Provide transport support for late events and monitor fatigue post-conference.
- 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.
- Hostile or aggressive clients — Train in conflict resolution and de-escalation, arrange meetings in safe spaces with exits, and alert colleagues of concerns. Avoid solo meetings where risk identified. Keep emergency contacts and exit strategies clear.
- Lone working at client sites — Require staff to check in/out via phone or app; set response timelines and escalation contacts. Brief on staying in public areas when possible and identifying safe exits. Prohibit after-hours visits alone unless pre-approved.
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.