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24-Step Crisis Management Plan

Protect your business, your people, and your cash—then stabilize and grow.

Who this is for

Owners and leadership teams who want a clear, practical playbook to navigate disruption (economic shocks, cyber incidents, supply chain issues, disasters) and come out stronger.

What you’ll get
  • A rapid triage to assess impact and cash runway
  • A 24-step action path covering finance, operations, people and market moves
  • Templates: risk & impact matrix, cash-burn model, expense/wage/cash levers, competitor & SWOT scans, one-page action plan
  • Roll-out support for employee safety (EAP/Evacuation) and Business Continuity basics

Phase 1

Stabilize (Steps 1–10)

1.

Impact snapshot

Place your business on the impact scale (opportunity → marginal → major → critical → paralyzed). This frames urgency and options.

2.

Cash on hand

Confirm today’s banked cash and immediate commitments. (Simple worksheet provided.)

3.

Likely impact (best knowledge now)

Draft the headline business consequence (e.g., “40% revenue drop for 6 months”) to anchor scenarios.

4.

Immediate risk mitigations

List concrete, non-financial tactics you can deploy now (e.g., remote work, continuity with suppliers/customers, staff health & safety).

5.

Best/Worst financials

Build side-by-side best/worst cases for sales, profit, cash and a first pass at monthly cash burn.

6.

Expense reduction plays

Systematically review and renegotiate: overheads, rent, fees, contracts. Record the cash impact of each cut/defer decision.

7.

Wage strategies (with care)

Model options: temporary reductions, reduced hours, leave without pay, targeted retrenchment, owner pay review.

8.

Cash acceleration

Collect debtors, defer non-essential purchases, trim inventories, stretch payables—while protecting supplier relationships.

9.

Government/insurer relief

Catalogue all grants, subsidies and business-interruption cover you can tap; assign owners and dates to each claim.

10.

Additional funding

Prepare options memo: bank facilities, cards, investors—linked to scenario cash needs and covenant reality.

Your Cash Burn Meter
We calculate current and post-savings burn so you know “months of survival” before/after moves. (Method and calculator guidance included.)

Phase 2

Reset (Steps 11–18)

11.

Market opportunity scan (ANSOFF)

Identify quick-win paths: sell more to existing customers, take current offers to new segments, add adjacent products, or diversify. Includes real-world prompts and examples.

12.

Portfolio focus

Plot products/services by market attractiveness vs. unit strength to decide where to double-down, hold, or harvest.

13.

Competitor watch

Track competitor moves and messaging; borrow good ideas, counter gaps.

14.

SWOT refresh

Update strengths, weaknesses, opportunities, threats for fast strategy alignment.

15.

Measurable marketing objectives

Define near-term revenue & cash goals and the campaigns to reach them; tie back to updated burn rate.

16.

One-page action plan

Who does what by when; review weekly. (Template provided.)

17.

People first: engagement & safety

Train wardens, refresh first-aid/CPR, and brief everyone on alerting/evacuation and communications. Employees are central to safe response and recovery.

18.

Emergency Action Plan (EAP)

Codify how you’ll report incidents, evacuate, account for staff, alert disabled workers, and communicate when power is down.

Phase 3

Build Resilience (Steps 19–24)

19.

Risk mapping across six critical assets

Harden the areas every business depends on: People, Data, Operations, Inventory, Equipment, Buildings. Use an all-hazards lens to prioritize fixes.

20.

Internal & external hazard walk-through

Identify obvious “trip hazards” (e.g., unbraced shelving, poor backups) and neighborhood risks (e.g., flood zones, rail).

21.

Insurance ready

Know coverage and limits; keep photos, receipts, and “grab-and-go” claim info; document recovery costs and quotes.

22.

Inventory & equipment continuity

Maintain current inventories (including IT assets) and store copies off-site/online for fast replacement decisions.

23.

Operations continuity basics

Prioritize critical processes (A/R, payroll, customer support) and set manual/alternate procedures where needed.

24.

Lessons learned & annual drills

Schedule refreshers, run at least one drill a year, and revise the plan based on real incidents and tests.

Optional

Industry example scenarios

We can also plug in your real risks and options (e.g., sale-and-leaseback of machinery, bank reprieve periods, investor criteria, chasing retention sums) to the impact/mitigation tables if you share details.

How we work with you

01.

60-minute triage

impact + cash runway

02.

1–2 working sessions

steps 6–10 (savings & cash) and steps 11–16 (market & plan)

03.

2–4 weeks

resilience build (steps 17–24) and staff rollout

Ready to protect your business and sleep better?

Book a Crisis Triage Session and receive your customized 24-Step Plan, action dashboard, and staff brief pack.