WSIFA Planning Studio

Make a plan for what keeps the business moving.

Map the people, obligations and decisions that could shape a continuity conversation. This worksheet creates prompts, not a funding recommendation or insurance quote.

Begin ↓

Business continuity worksheet

What would be hard to pause?

Choose the situations and dependencies that deserve attention. The worksheet creates discussion prompts; it does not select a funding strategy or insurance product.

What are you planning around?Approximate team size

When do you want to address this?

What could create disruption?A role or expertise that is difficult to replaceCustomer, vendor or referral relationships held by one personOwnership, succession or decision authorityLoans, guarantees or ongoing financial obligationsEmployee benefits or commitments to the teamProperty, equipment or operations that need to keep running

Your discussion outline

Continue the work

Put the business picture together.

For a fuller view of operating costs, liabilities, assets, existing coverage and key roles, build the business version of the WSIFA Planning Report.

Open the business report template ↗