Risk assessment template you can fill in and share

Turn a static risk assessment template into an interactive scan with scoring, insights, and a professional PDF report.

A risk assessment template helps you identify, evaluate, and prioritise risks consistently. Most templates are static documents that get filled once and forgotten. Talkpoint turns a risk assessment template into an interactive questionnaire with category scoring—so you can capture risk context, likelihood, impact, and control strength in a repeatable way. When the assessment is complete, you can share results or export a branded PDF report that summarises the risk scores and next steps. This makes it easier to align stakeholders, document decisions, and follow up on mitigation work.

How it works

From scan to conversation in three simple steps

1

Start from a template

Use the pre-built risk assessment template and customise it for your workflow, team, or industry.

2

Collect responses

Send a link or embed the scan. Respondents complete the risk assessment in minutes.

3

Review scores and share

See category scores for likelihood, impact, and controls. Export a PDF report or share the dashboard.

What you get

Everything you need to start better sales conversations

Category scoring

Score likelihood, impact, and control strength so you can prioritise risks consistently.

Visual summaries

Charts make it easy to communicate risk posture and highlight gaps at a glance.

Branded PDF report

Export a professional risk assessment report you can share with stakeholders.

Response dashboard

Track assessments and responses in one place. Compare results over time.

Embeddable template

Embed the risk assessment template on your website or in an internal portal.

Talking points

Use the structured answers to guide follow-ups and align on mitigation priorities.

When to use this

Common scenarios where this approach adds value

Project risk reviews

Run a consistent risk assessment before project kickoffs and major milestones.

Vendor onboarding

Collect risk inputs during vendor evaluation and document mitigation requirements.

Security and compliance planning

Assess control strength and prioritise improvements before audits or renewals.

Operational risk prioritisation

Align teams on which risks matter most and what the next steps should be.

Example talking points

AI-generated conversation starters based on scan responses

AI-generated talking points
  • 1Likelihood is scored high, but current controls are weak. Let's agree on the top 2 mitigations to implement this month.
  • 2Impact is critical but probability is lower. Would a lightweight contingency plan reduce the exposure enough?
  • 3Your assessment notes a dependency on a single vendor. Let's discuss alternatives and a monitoring plan.
  • 4Stakeholder ownership is unclear. Who should be accountable for tracking mitigation progress?

Ready to start better conversations?

Create your first scan and see how structured insights transform your sales process.

No credit card required

Risk Assessment Template - Interactive Builder + PDF Report | Talkpoint