Business Continuity Assessment

Who This Is For

Shop owners and workshop operators who depend on personal knowledge, a small team, or family members to keep daily operations running. If a key person were unavailable for a week, you need a clear plan — not improvisation.

What Is Included

• Half-day observation of your daily routines, opening procedures, and closing checklist
• Interviews with you and up to three staff or family members who handle critical tasks
• Supplier and vendor contact sheet with delivery schedules and backup options
• Written continuity binder covering: cash handling, inventory reorder points, equipment shutdown, and customer communication templates
• One follow-up phone call within 30 days to answer questions after your team reviews the binder

What Is Not Included

• Legal contract drafting or insurance policy review (we refer you to licensed professionals)
• IT systems backup or cybersecurity assessment
• Ongoing monthly retainer (available as a separate engagement)

How It Works

Week 1 — Discovery: We schedule a site visit at your convenience, typically during a normal operating day. You provide access to storage areas, supplier invoices, and any existing procedure notes.

Week 2 — Delivery: We return for a shorter session to walk through the draft binder with your team. Revisions based on your feedback are included once.

Preparation

Gather recent supplier invoices, a list of staff responsibilities, and any handwritten notes you currently rely on. No special software is required.

Next Step

Contact us to schedule a free 30-minute phone conversation. We will confirm whether an assessment fits your situation and provide a written quote before any work begins.