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Corporate travel safety 2024

How to perform a travel risk assessment for employees, what is a travel risk assessment, risk assessment matrix.

Why should you perform a travel risk assessment

Risk assessment form [free resource], download your free travel risk assessment now, when to do a travel risk assessment and when not to, repeat destinations, domestic travel, last minute travel.

See how to keep your travelers safe during business trips

What should a travel risk assessment include, the individual.

• Traveler health: Is the employee healthy enough to travel? Are there any health conditions or allergies to consider?
• Travel patterns: Are you thinking of booking a car rental after an overnight flight? Think about the travel itinerary and its effect on the employee.
• Traveler gender and other increased risk factors: Solo female travelers are more likely to be victims of crime than other traveler types, and LGBT travelers are at increased risk of violent assault, especially in certain parts of the world. It’s saddening that travel managers have to consider these factors, but the safety of the individual is paramount. Taking these factors into account for the given destination means you can arm the traveler with all the information they need to make good decisions, and allows businesses to plan accordingly.

The environment

• Transport type: Are there any travel restrictions or regulations to be aware of, or are there increased risks (e.g. traveling by car in a part of the country with poor quality roads)?
• Illness or disease: Is there a heightened risk of catching an infectious disease or an illness? Does the employee need a vaccination or medication prior to traveling?
• Natural disasters: Is there a chance of a natural disaster in that area, such as an earthquake or a hurricane?
• Crime rate: What are the crime rates at the destination? Advice should be provided to keep the employee safe.

How to implement the risk assessment

1. identify environmental threats, 2. consider the individuals’ risks, 3. evaluate the risks and decide on mitigation measures, 4. communication and training, 5. review and update when necessary, intro and link to travel risk assessment form.

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How to Use a Business Trip Risk Assessment Template

Don’t let a business trip turn into a travel nightmare by skipping the prep. Understand your risks ahead of time with a business trip risk assessment template.

• When You Need a Travel Risk Assessment
• Benefits of a Template
• Steps to Perform a Risk Assessment

Protecting employees day-to-day is complicated enough, and it only gets harder when client meetings, conferences, offsite visits, or any other business travel opportunity takes them far away from their normal work site. Business trips often introduce threats to employee health and safety alongside increased business opportunities.

And travel managers aren’t the only ones concerned about safety away from home. Our recent State of Employee Safety Report found that safety is a top concern for business travelers, ranking second only to travel delays and disruptions, and less than half (40%) of travelers reported feeling extremely safe when traveling for work.

Investing in travel insurance and providing a robust travel policy are great ways to help fulfill your duty of care and keep your employees safe, but these are only the start of effective travel risk management. To keep your travelers safe, you need to know what to prepare for. This is where a travel risk assessment comes in. When you know what might put your travelers at risk, you can easily provide guidance and protection, so employees feel safer and business can run as usual, even from far away.

Using a travel risk assessment template is a great way to determine your travel risks at scale, even with a small security team, high travel demands, and multiple travel destinations. This article will walk you through how to perform a business trip risk assessment using a template (you can download one for free here ), so you can focus your efforts less on documentation and more on protecting those employees on the road.

When You Do (and Don’t) Need a Travel Risk Assessment

Any time your employees are traveling, there is going to be some level of risk—be it a risk of travel delays or disruptions or more extreme risks like kidnapping, terrorism, or natural disasters. But depending on your travel demands and locations, your safety needs will vary.

If your company is based out of Cincinnati and you primarily have remote employees from across the Midwest traveling to in-office events twice a year, you’ll likely need a less-complicated risk assessment than a company sending their C-suite executives to London, Mexico City, Hong Kong, and other international cities every other month.

Pre-authorizing travel destinations

Some businesses create lists of travel destinations and categorize them ahead of time based on their overall risk level. Delia Midamba, Head of Physical Security at Cloudflare, explained the process her team uses to ensure they have properly assessed their risks for travel requests.

“We take a couple of different approaches. The first is an ‘allow’ list. Those are the countries where if you’re going to work there for less than 20 days, don’t ask us, you’re fine. Just go ahead and go. We’ve evaluated the security risk. We’ve evaluated the tax implications. And we’ve said if it’s less than 20 days, have fun. Then there are the countries that are not on the allow list. And so that at least has allowed us to whittle down how much research we have to do when an employee reaches out. But when they do reach out, we do have to check; what are the safety implications? What are the cybersecurity implications? And then come to a determination on whether the employee can go and what precautions we need to put in place for them to be able to.” —Delia Midamba, Head of Physical Security at Cloudflare

Performing assessments ahead of time for frequent travel destinations means you don’t have to scramble when a trip request lands on your desk. The more complicated your travel situation, the more beneficial a risk assessment is. From those assessments, it’s easy to create lists of travel destinations that are automatically approved from a safety standpoint—like Delia does at Cloudflare—that you can direct employees to when they are looking into travel.

Why Use a Risk Assessment Template

For a risk assessment to be the most useful to your business, you need a clear understanding of a location’s possible threats, the likelihood of those threats impacting your travelers, and an estimation of how the risk would impact your business. It’s also helpful to be able to compare locations and to compare risk scores to previous assessments—to see if locations are growing more or less dangerous over time.

Going beyond a risk matrix

A risk matrix (shown below) is a helpful tool for taking a high-level view of risk, but it doesn’t always allow for the level of granularity that travel risk assessments require. When looking at safety in complicated situations like travel, especially when assessing risk at scale for a larger organization, it’s helpful to have a tool that can accommodate all the information you’ll need to document.

A more robust template like this one you can download for free, is a more streamlined way to ensure you know exactly what to prepare your organization for and inform your employees about when they are traveling.

How to Perform a Travel Risk Assessment

Whether you’re using a template or documenting it some other way, there are six steps to the travel risk assessment process. Here’s what it looks like.

1. Determine your travel destinations

To know what risks your travel plans might hold, you need to know where you’re going. Are your employees primarily traveling between facilities in the contiguous United States? Do you have frequent international travel to other business partners? Create a list of places where your team might travel.

If you have remote/nomadic workers or employees who are planning to work from locations other than their homes for extended periods, you may consider adding these locations to your risk assessments. Your duty of care obligations extend to protecting these employees as well, and there may be higher risks than the employees are aware of.

2. Research potential risks in those locations

Figuring out what risks your employees might face can seem intimidating, but there are plenty of resources available to get you started. The U.S. State Department publishes travel advisories with major threats and any travel warnings or larger travel restrictions in different countries. You can also look through public databases of crime rates, civil unrest, and public health emergencies. If you have a log of past incidents, you can use those as examples as well.

The specific risks you find will vary depending not only on where your employees are traveling, but also on any increased risk factors those employees will have themselves. There may be some locations where high-level executives face an increased risk of kidnapping, and there are areas where LGBTQ+ employees will be at a higher risk for harassment and detention. Here are a few examples of threats to consider in your travel destinations:

• Public health risks/infections disease
• Crime/theft
• Civil unrest/demonstrations
• Travel disruptions
• Infrastructure failures
• Medical emergency
• Cyberattack
• Kidnapping/ransom

If you have access to a threat intelligence system, especially one with a threat history feature that shows past events in each area, this process is going to be a bit more accurate, and quite a bit easier. Whether you’re pulling up threat history through your intelligence system or reviewing public advisories and incident logs, your travel risk management will benefit from this knowledge.

3. Determine the likelihood of those risks

To adequately prioritize and prepare for these risks, you need to know how likely they are to happen. When estimating the potential likelihood of these risks in any given location, you may consider whether your company has faced the threat before, if your employees are part of a frequently targeted group, if the location is in a time of destabilization, and if there are any trend lines in these threats that might indicate a rise in rate of incidence.

It can also be helpful to consider if there are any employees with additional factors that might put them at high risk. Some risk factors might be employees with disabilities or medical conditions, women, LGBTQ+ employees, and religious or ethnic minorities.

4. Estimate the impact of those risks

Next, you’ll determine what the impact of those risks might be if they were to occur. An easy way to break this down into something more actionable is to assess the impact of a given risk to these three facets:

• People —Will this harm your employees?
• Assets —Is company-owned technology or IP in harm’s way?
• Business continuity —How much will this disrupt your business operations?

You can rank impacts within these three categories to create a numerical value of impact. This will help you down the road if you are using an equation to calculate exposure, and it also gives you a high-level way to compare different risks and locations.

5. Calculate your exposure level

The likelihood and impact of a given risk factor into your overall risk exposure score. You can use your exposure level to gain a holistic understanding of any particularly significant hazards. You can also use your exposure level to determine if your mitigation efforts are effective. For example, if your exposure level for infectious disease is particularly high and you don’t have any sort of mitigation or control measures, such as vaccination requirements, you now have a place to start for improving travel safety.

6. Reassess at regular intervals

Like any other kind of risk, travel risks don’t stay the same over time. There are lots of different factors that can change your destination’s risk rating, so creating a regular cadence for reviewing and revising your travel risk assessment is the best way to keep up with any real-time changes.

Communicating about threats with traveling employees

While not officially part of your travel risk assessment, be sure to consider how you will communicate with your traveling employees about any threats or risks during their trip. Establishing multiple communication channels can help in case one channel is unavailable. For example, text messaging may not be an option in other countries, so using a channel like WhatsApp can be critical for reliable international communication.

Protecting Your Traveling Employees at Scale

Travel safety, in a world with an increasingly complicated threat landscape , is not something you want to leave up to chance. Performing a pre-travel risk assessment is one of the best ways to ensure that you can protect the health and safety of your team, no matter where they are in the world. Download this free template to get started . And if you’re looking for an integrated system for protecting your travelers, click here to learn more about how AlertMedia’s Travel Risk Management is the best tool to understanding your travel threats and staying in touch with your employees on the road, all in one streamlined system.

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Travel Risk Assessment Template

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Before helping clients plan their next trip, you’ll need to make sure they’re fit for travel. If you work in the travel industry, our Travel Risk Assessment Form will gather travellers’ medical history online and enable you to quickly decide what medical accommodations to provide. This Travel Risk Assessment Form is designed to collect traveller information and emergency contact numbers, gather details of their upcoming trip, and ask about medical conditions, allergies, vaccinations, and current medication.

Using our drag-and-drop Form Builder, you can easily update your terms and conditions, upload a different background image, and even add your travel agency’s logo. If you need to collect payments, try integrating with one of our secure payment gateways to accept money directly through your form. With an appropriate plan, you’ll be able to make this Travel Risk Assessment Form more secure with our HIPAA-compliance features, meaning that sensitive health information will be encrypted and kept safe in our protected servers. Your custom Travel Risk Assessment Form makes it easier for your travel agency to assist clients during medical emergencies and help them enjoy a happy, healthy vacation.

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Travel Risk Assessment Form

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The Travel Risk Assessment Form is typically used to evaluate and document potential risks involved in travel, such as health and safety concerns, security threats, and other considerations. It helps individuals, organizations, or governments assess and mitigate the risk factors associated with a specific trip or destination.

The traveler themselves typically files the Travel Risk Assessment Form.

Q: What is a travel risk assessment form? A: A travel risk assessment form is a document used to evaluate potential risks and hazards before embarking on a trip.

Q: Why is a travel risk assessment form important? A: A travel risk assessment form is important because it helps identify and address potential risks, ensuring the safety and well-being of travelers.

Q: What kind of information is included in a travel risk assessment form? A: A travel risk assessment form typically includes information about the destination, transportation, health and medical considerations, security and safety factors, and emergency contact details .

Q: Who needs to fill out a travel risk assessment form? A: Anyone planning to travel, whether for business or leisure, should fill out a travel risk assessment form to ensure their safety.

Q: How do I fill out a travel risk assessment form? A: To fill out a travel risk assessment form, you will need to provide accurate and detailed information about your travel plans, including destination, dates, mode of transportation, health conditions , and emergency contact details .

Q: What should I do if I identify significant risks on a travel risk assessment form? A: If you identify significant risks on a travel risk assessment form, you should consult with a travel safety professional or consider adjusting your travel plans accordingly to minimize the risks.

Q: Is a travel risk assessment form mandatory? A: The requirement to fill out a travel risk assessment form may vary depending on your employer or specific travel circumstances. It is recommended to check with your employer or travel organization to determine if it is mandatory for you.

Q: Can a travel risk assessment form prevent all travel-related risks? A: While a travel risk assessment form can help identify and mitigate potential risks, it cannot guarantee the prevention of all travel-related risks. It is important to exercise caution and follow safety guidelines during your trip.

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How To Conduct A Travel Risk Assessment

Travel risk assessment — why you should do it and how to do it.

Early travelers relied on maps that only reflected areas already explored and documented. Those maps often used pictures of mythical monsters — fire-breathing dragons on land, the many-tentacled kraken at sea — to indicate the dangers of going somewhere unknown. Consider it an ancient form of travel risk assessment.

Modern business travelers may not fear monsters, but they face an array of very real potential risks including:

• Natural disasters
• Labor strikes
• Civil unrest
• Public health emergencies
• Transportation disruptions
• Public health crisis

These and other issues can affect employees’ health and wellbeing when they travel on business.  Travel risk management is a proactive, consistent, end-to-end approach to protect your people from travel-related risks. By protecting your employees, you protect the resilience of the organization as a whole. Travel risk management is a powerful, programmatic way companies practice their duty of care obligations to keep employees safe when traveling on the organization’s behalf. Knowing there is a plan to reduce risks and take action under changing circumstances also can inspire employee confidence in leaving their homes to close deals and service customers.

Where are the security risks for your business travelers?

The travel risk assessment

Some travel risks are systemic, such as unsettled political situations that could drive unrest in a nation. Others are event-driven such as a hurricane in the Gulf of Mexico or a transportation worker strike in Paris. Some are more personalized health risks to the traveler, such as COVID-19 or infectious diseases that require a need for vaccinations in a certain region. Environmental conditions could also acutely impact a traveler with a medical condition (poor air quality and lung conditions, for instance).

A travel risk assessment is a detailed analysis of the potential risks business travelers could face on a trip. It forms the basis of travel risk management policy making and the operational planning for helping travelers avoid issues or get home safely.

Where is your starting point? Think about typical domestic and international travel. Where have your travelers historically gone? For instance, if you’re in the financial industry, consider risks for the major financial centers around the world such as London or New York City. Are you a global manufacturer? Map your plant locations. Do you have key customers your people service regularly? This is all data that your travel management company (TMC) should be able to provide.

With this destination map, you have a framework for further investigation. What high risks or travel warnings are clearly associated with those places, such as hurricanes in certain coastal areas or wildfires in others? 

As your risk picture comes into focus, remember that the end of the assessment phase is the beginning of the travel policy adjustment phase. Here, the travel manager — working with other stakeholders such as human resources and senior management — reviews existing travel policies and processes with the goal of mitigating those risks. Maybe you need to limit travelers under certain circumstances or to specific destinations. Perhaps some trips need added layers of approval to assess how important they really are to the business . For some cities, you may need to broaden the range of lodgings considered compliant in order to keep people out of downtown areas to avoid unrest.

Once you’ve worked all this out, you’re still not really done. You need to communicate these concerns and policies to travelers. Much of this can be built right into the booking tools, so that travelers are alerted when they begin their travel plans. Other ways to gain visibility for policy changes include making brief presentations at various staff meetings where you can fully explain the rationale for changes and reassure travelers directly about the mitigation of risks.

Travel managers also need to recognize the dynamic nature of travel risk. Levels of risk can rise and fall. A key destination may be safe for most of the year and then face a natural disaster that immediately changes travel risk. You need to establish an assessment process to stay up to date. That will include a communication plan for any policy changes, as well as travel advice and tips to help travelers in need as the situation evolves.

Find out how you can prioritize your business travelers' wellbeing

Role of TMC

One of the main rules of travel risk management is to centralize all your travel bookings through a single business travel partner like Egencia. This gives you one place to turn to locate your people when a crisis erupts. And in a full-blown crisis, your travel management partner vastly extends the resources you can deploy to get people home safely. For instance, the Egencia Travel Tracker lets you know where your travelers are when situations emerge.

The Egencia online portal and mobile app can implement policies right into the booking process. Policy responses can easily scale and extended approval loops can be programmed for certain trips. And, if the situation demands it, some destinations can be temporarily blocked.

The Egencia mobile app provides another travel risk management tool. We can alert travelers to breaking news that could impact them so they can start making arrangements immediately. We also deliver tips and alerts worth monitoring for a certain destination.

Stay informed, stay successful

Your TMC can and should be a critical part of making travel risk assessment an ongoing process rather than a one-time event. At Egencia, we’re monitoring data constantly.

Travel risk assessment is a never-ending process. We help you spot the modern-day dragons and krakens so your travelers can avoid them.

Looking for better business travel solutions? Get in touch with us.

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How to Create Effective Travel Risk Assessments for Work Trips

As the global landscape evolves, organizations must prioritize the well-being of their travelers through strategic planning and continuous improvement. Travel risk assessments are part of the foundation of that effort.

Every great organization that sends personnel out into the world has an eye on safety and security. If the saying is “An ounce of preparation is worth a pound of cure,” then the real-life approach is to give your people all the information and tools they need — ahead of time — to have a safe trip. One of the best ways to do that is with a travel risk assessment.

A travel risk assessment, also called a pre-travel risk assessment, is typically a comprehensive document that includes relevant information and risk analysis for a person’s upcoming journey or travel destination. As part of their duty of care responsibilities , organizations should create effective travel risk assessments for their teams and people.

Creating a risk assessment is an excellent business practice. It allows travelers to focus on their work while armed with the knowledge of how to address a crisis. In a world where nearly half of business travelers say that health and safety are the biggest threats to their trips (according to a 2023 SAP Concur survey ), giving them the resources to plan for risks can go a long way towards assuaging those concerns.

Serious trip planning requires more than a cursory web search before booking your ticket and jetting off, however. Good risk assessments are robust, iterative, and unique to each trip’s risks and concerns.

WHAT IS TRAVEL RISK? 

First, it’s important to understand what it means to assess travel risk.

Travel risk refers to the potential threats and hazards that people face while on the road, especially in the context of work trips. It encompasses a wide range of factors that can impact their safety, security, and well-being.

There are obvious and extreme travel hazards that most people can name: the threats of terrorism, gun violence, or natural disasters, for example. But there are other types of travel hazards, both mundane and out-of-the-ordinary – everything from road closures and public transportation reroutes to civil unrest and rare endemic diseases.

Travel risk is also about probability or likelihood. Not every threat is the same in every location, and not every threat impacts each traveler in the same way.

Travel risk for different travelers and locations

A travel risk assessment is most effective when it is targeted to the location the person is traveling to, and details how likely it is that a threat will hinder or derail a trip.

The threats in Mexico are not the same as those in Saudi Arabia, and not all threats are equally likely to impact each person. For example, women travelers and LGBTQ+ travelers face different threats and different threat levels, and may need to approach these situations differently than their coworkers . Background and job history can also play a role when traveling to places like China .

In short, a travel risk assessment must be tailored to the individuals taking the trip and consider many factors that include the travelers themselves.

What are the components of a travel risk assessment?

A thorough travel risk assessment considers health, security, safety, and transportation factors to identify and mitigate potential risks.

The following is a typical list of the components of a travel risk assessment, though your organization may choose to include additional components or focus more on certain factors.

1. Health and medical considerations

Health and medical considerations can include:   

• Vaccinations and health precautions : Assessing the need for vaccinations based on the destination. Providing information on necessary health precautions to prevent illnesses during the trip.
• Access to medical facilities: Evaluating the availability and accessibility of medical facilities at the destination. Ensuring travelers have information on nearby hospitals, clinics, and emergency services.

2. Security and safety

Your team’s safety is paramount, but exactly what issues will you have to keep them informed of when they travel to a new location?

• Crime rates and safety concerns : Analyze local crime rates to gauge potential threats to travelers. Identify safety concerns in the area and recommend appropriate precautions.
• Local laws and regulations: Understand relevant local laws and regulations. Ensure travelers are informed about cultural norms and legal requirements.
• Natural disasters : Identify the likelihood of natural disasters such as earthquakes, hurricanes, or floods. Provide information on evacuation plans and relevant emergency shelters.
• Terrorism threats : Evaluate the risk of terrorism in the destination. Note how to monitor travel advisories and security alerts related to potential terrorist activities.
• Cybersecurity concerns : Consider the cybersecurity landscape, especially if the trip involves the use of electronic devices and sensitive information. Provide guidelines for secure online practices to mitigate cybersecurity risks.
• Civil unrest and political instability : Assess the political situation in the destination. Monitor for potential civil unrest or political instability and provide guidance accordingly.

3. Transportation

Moving within a city or region can lead to complications, especially if unrest or poor infrastructure may lead to unexpected detours.

• Evaluation of transportation options : Assessing the reliability, safety, and suitability of available transportation modes. Considering factors such as public transportation, rental cars, or private transportation rather than Uber or Lyft .
• Road safety and transportation infrastructure : Evaluate the overall transportation infrastructure for its efficiency and potential risks.

4. Risk mitigation strategies

All the intelligence in the world won’t mean much if you don’t have a plan to address a hazard as it comes up. Risk mitigation strategies include:

• Emergency response plan : This plan should detail specific actions to be taken in various emergency scenarios, such as natural disasters, political unrest, or health crises. The plan will define roles and responsibilities for team members, communication channels, decision-making processes. For example, travelers should know exactly who to contact in case of an emergency that happens — whether outside of work hours or not — and know that their response provider will have the ability to support them in real-time.
• Evacuation procedures : Outline step-by-step evacuation procedures in case of serious threats or disasters, identifying primary and alternative evacuation routes. Designate assembly points and ensure all travelers are familiar with the evacuation plan.
• Emergency contacts : Compile a comprehensive list of emergency contacts, including local authorities, medical facilities, and organizational contacts. Ensure that all travelers have easy access to this list, both in physical and digital formats.

Feels like we should directly say, who are your travelers going to call when something happens, especially when it is outside of work hours. And does that response provider have the resources/ability to support your travelers in real-time

5. Documentation of tools and resources Used

Within your assessment, list the tools, resources, and technologies that contributed to the creation of the document. This includes government travel advisories and databases, health databases, communication platforms, local contacts and sources, and more.

Including this section gives transparency into the assessment creation process, making it easier for your team to reproduce the assessment for other locations (as well as update the current one), and facilitates continuous improvement.

How to prepare a travel risk assessment

For most organizations, the most effective way to prepare a travel risk assessment — for each traveler, for every trip — is to partner with a duty of care provider as part of a larger travel risk management strategy. A good duty of care provider has the time and resources to create these assessments; a great provider also has the capacity to actually respond to personnel in a time of need, no matter when crisis strikes. 

There are many steps providers take to effectively compile the above components into a robust assessment. Any good travel risk assessment includes, at a minimum, the following efforts:

Preliminary Research and Information Gathering

Providers begin by conducting thorough research on the destination and gathering relevant information. This includes political, economic, and cultural factors, as well as health and safety considerations. They utilize government travel advisories, local sources, and reputable databases to assess potential risks.

Within each assessment is a detailed profile of the destination, highlighting known threats and vulnerabilities. They will include information on transportation options, road safety, and infrastructure. During this time, the team stays updated on current events and emerging risks leading up to finalizing the assessment.

Structured Documentation and Collaboration

Travel risk management providers can then provide a structured document that organizes the gathered information into sections, such as those described above. They will regularly update the assessment based on evolving information and feedback from teams on the ground as well as travelers, creating a dynamic and responsive approach to travel risk management.

As the trip plays out, providers will have a system for continuous monitoring of factors that may impact travel safety, utilizing technology, local contacts, and government advisories to stay informed about changing conditions. They can also establish channels for travelers to provide real-time feedback on their experiences and any issues encountered. 

Response Capabilities

One of the most important elements included in travel risk assessments is information on who to contact in case of an emergency, 24 hours a day, wherever an employee is traveling. Considering the myriad of risks that plague travel in today's increasingly complex landscape, hoping that your people simply know who to call in any given situation is no longer a viable strategy.

Some duty of care providers can be that point of contact, and provide travelers with the support and resources they need to overcome any obstacle, from inclement weather to civil unrest to acts of terrorism. This is where the creation of a travel risk assessment meets, in effect, its execution.

Global Guardian is an example of such a provider: With our Duty of Care membership , your personnel will have direct access to Global Guardian’s 24/7 operations center, real-time intelligence reports, and support in the event of an emergency situation on the road (and at home).

A well-executed travel risk assessment is vital for ensuring the safety of individuals during work trips. By systematically evaluating health, security, safety, and transportation factors, organizations can identify and address potential risks. As the global landscape evolves, organizations must prioritize the well-being of their travelers through strategic planning and continuous improvement of risk management protocols, and travel risk assessments are part of the foundation of that effort.

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The Global G uardian team is standing by to support your travel security and safety requirements with a comprehensive suite of travel risk management solutions. To learn more about our duty of care services, complete the form below or call us at + 1 (703) 566-9463.

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FCM’s Travel Risk Assessment Checklist 

Your guide to corporate travel risk assessment 

Business travel (and business in general) has gone through a messy transformation over the past two years. How are travel risk management programs keeping up? 

Between the pandemic and better cloud access, remote work software and digital natives moving into the workforce – the game has changed forever. As a result, more businesses are shifting their approach from travel risk management to people-centric risk management, keeping employees safe, no matter where they are.   

Here’s how you can follow suit. 

What is a travel risk assessment? 

From missed flights and food poisoning, to natural disasters and disease outbreaks – business travel poses risks to both the traveler(s) and your business itself. Pre-travel risk assessments help organizations of all sizes meet their duty of care (DOC) obligations , protect their staff, and ensure business continuity should something go wrong during any phase of the trip.   

That being said, it can’t predict every probable outcome. However, a well-designed corporate travel risk assessment can help businesses prepare for the worst and keep your employees safe while they’re out of office.

When do I need to carry out a risk assessment? 

While risk assessments are not compulsory for domestic travel, they are strongly encouraged for any substantial or complicated business trip. 

New Destinations

International travel, last minute trips, how to complete a travel risk assessment in 5 simple steps .

Done well, a travel risk assessment template helps you cover your corporate obligations and gives your employees peace of mind while they’re traveling. When everyone involved knows the potential risks and the mitigation plan, there’s no confusion if and when something goes wrong.  

1. Identify environmental risks 

Environmental risks are any threats associated with your destination that can impact your employees and/or their travel plans. People often focus on the potential for major events like natural disasters or terrorist attacks, but it’s far more likely that your team will run into minor disruptions, like car accidents or pick-pocketing. Make sure you cross the following off your travel risk assessment checklist: 

Illness and injury 

Increased risk of illness or disease (Ex: malaria in some countries) 

Vaccinations or medication required before travel   

Healthcare availability at the destination: how do travelers get treatment for injuries or illness?   

Natural disasters and adverse weather 

Does the destination have a high number of natural disasters or extreme weather?   

Some weather events are more common at certain times of the year (Ex: bushfires in Australia during summer, tornado season in parts of the US)   

Transportation 

Travel restrictions in the area    

Rules around foreign licenses for hire cars   

Which side of the road must you drive on?   

Any increased travel risks (Ex: poor quality roads, dangerous local traffic, extreme weather) 

Crime and civil unrest 

What’s the political situation at your destination? Could it change quickly?   

Does your country’s embassy recommend travel to the destination?   

Crime rates  

Third-party contractors and providers    

Reliability and safety of third-party contractors (Ex: will hired drivers show up on time and drive safely?)   

Accommodation security 

Internet access and cybersecurity   

Availability and reliability of internet access, particularly if employees will be visiting remote areas   

Cybersecurity and the risk of security breaches while working remotely   

2. Consider risks to the individual 

Individual risks, on the other hand, are those directly related to the travelers themselves. Get employees to fill in a risk assessment form well before they travel, so you can most accurately assess their individual risk levels. While you don’t want to intrude on your employees’ privacy, it is important to be aware of any threats that could come up during travel, including:   

Does the employee feel healthy enough to travel?   

Do they have health conditions or disabilities that could require accommodation during the trip (Ex: a chronic health condition that requires frequent breaks or mobility issues that necessitate a car service or taxi rather than a ride-sharing service)?   

How are gender roles enforced in society? (Ex: Certain behaviors or customs that are considered normal for women in most Western societies are not tolerated or may even be considered illegal in others) 

Female corporate travelers are at higher risk of sexual assault and theft of personal belongings 

Are same-sex relationships criminalized at this destination? 

Other factors to consider: race, religion, and ethnicity 

Does the traveling employee have a driver’s license?  

Will they be able to drive a hire car after an overnight flight?  

Other personal limitations and preferences  

Food and water safety 

Allergies could make it difficult to find suitable food in certain countries, requiring a plan in case of a reaction (Ex: person with a peanut allergy traveling in South East Asia)  

Is the tap water potable? 

3. Evaluate the risks and create a mitigation plan 

Now that you know the risks, you need to determine if travel is worth the risk. And if so, what’s the plan for mitigating said risk? This is where a risk assessment matrix may be of use. 

Business travel risk assessment example:  

When managing risk you’re looking at two main factors: probability and severity . 

At one end of scale is something very severe, like a violent political revolution. Even if this only falls under low likelihood, its potential impact is too dangerous to take a chance on since neither traveler nor travel manager can mitigate the risk effectively. However, at the other end of the spectrum, you have something like the stomach flu. This is always a probable risk, but one that can easily be treated with minimal effort. 

4. Communicate with your travelers 

Your travelers need to go on business trips willingly and with eyes wide open. 

Prior to any travel, your employees should be fully aware and conversant with the environment they will be visiting as well as the risks associated with it. This information can be as basic as maps for the areas they will be visiting, to advice on actions to take during a mugging. 

But communication doesn’t stop at a pre-trip brief – it’s an ongoing conversation throughout the entire travel management process. Ensure your travelers know how to access support teams and other important resources that could assist them during a crisis. It also might be worth investing in real-time alerts so you and your travelers don’t get blindsided by sudden changes. 

5. Review and update as needed 

The only perfect travel risk management policy is a dynamic one.  

What has consistently worked well in the past may not necessarily yield the same results tomorrow. After each journey, take time to reflect on the experience: identify what worked seamlessly, and pinpoint areas that could be improved. Could incidents have been prevented? Could responses be more efficient? By asking these questions, you lay the foundation for proactive preparation. 

And in the ever-changing landscape of business travel, adaptability is the key to ensuring your policies remain as effective as possible. 

No risky business here 

With the FCM Platform, you can empower your travel risk management with cutting-edge safety and risk features that simplify the assessment process. Our platform is designed to provide real-time insights, dynamic policy adjustments, and a comprehensive view of potential travel risks – all in one place.  

We work with leading third-party risk management providers, like Crisis24 and SHERPA, to alleviate the burden of managing risks on a grand scale, especially for multinational corporations. Together, we work tirelessly to ensure your travelers feel secure and supported, no matter where their business takes them. 

Plus, our dedicated staff are available around the clock to provide support in any and every situation. 

Want business travel that’s safe, informed, and efficient? Let’s talk. 

Free Risk Assessment Form Templates and Samples

By Andy Marker | July 29, 2020

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In this article, you’ll find the most useful collection of expert-tested, professionally designed risk assessment templates in Word, PDF, and Excel formats.

Included on this page, find risk assessment form templates for general risk assessments , workplace risk assessments , project risk assessments , event risk assessments , and more, and learn how to conduct a risk assessment .

General Risk Assessment Form Templates

Sample risk assessment form.

Use this sample risk assessment form to identify risks by type (e.g., financial, legal, or reputational). The customizable form includes space to provide a risk description, source, existing control measures, and risk level, as well as a section to detail a risk mitigation action plan, if you need to take further action.

Download Sample Risk Assessment Form

Word | PDF | Smartsheet

Basic Risk Assessment Template

Use this risk assessment template to track and log risks and hazards, resources impacted, existing control measures, and the probability and impact of each risk. There is also space to add prevention measures and ownership, as well as the status of control measures to ensure you’re implementing controls in a timely manner.

Download Basic Risk Assessment Template

Excel | Smartsheet

Risk Assessment and Control Template

This risk assessment and control template provides a high-level view of potential risks and hazards. Add a description of control measures, the frequency of controls, and the party responsible for ensuring that all up-to-date controls are in place.

Download Risk Assessment and Control Template

Excel | Word | PDF | Smartsheet

Hazard Identification and Assessment Plan

This two-part template contains a tab with an action plan to identify hazards, with room to assign roles and responsibilities, key dates, and pertinent information. Use the second tab to assess and classify the identified hazards, describe the person(s) impacted, note instituted control measures, establish a plan for further controls needed, and assess the status of implementing those controls.

Download Hazard Identification and Assessment Plan Template

Workplace Risk Assessment Form Templates

Job risk assessment template.

Use this risk assessment template to classify jobs by department, project, or another relevant category. Track hazards associated with each job, the resources impacted, existing control measures, and the probability and likelihood of each risk, according to existing security measures. If you require further action, use the allotted space to create an action plan by adding additional prevention measures, actions to take, ownership, and the status of preventative actions.

Download Job Risk Assessment Template

Excel | PDF | Smartsheet

Work-Related Stress Risk Assessment Form Sample

This customizable, work-related stress risk assessment form serves as a framework for those in management or leadership positions to identify, consider, and assess sources of stress among their team. Use this form as a checklist to identify potential stressors pertaining to job demands, team support, change management, and more. There is also room to identify potential risks, solutions, and pertinent information to help mitigate risks associated with work-related stress.

Download Work-Related Stress Risk Assessment Template

Workplace Hazard Risk Assessment Template

Use this template to identify and assess risks related to a specific job or workplace activity. List identified risks, affected parties, existing measures, and risk ratings according to likelihood and severity. There is also space to create an implementation plan with assigned roles and status for each applicable hazard.

Download Workplace Hazard Risk Assessment Template — Excel

Working at Heights Risk Assessment Form

Use this customizable risk assessment form to uncover risks and hazards associated with the nature of work performed at dangerous heights. The template includes a checklist, so the assessor can mark observations and take notes pertaining to the safety of the work area and equipment. There is also room to detail existing control measures, responsible parties, and any recommendations the assessor has to further mitigate risks and hazards.

Download Working at Heights Risk Assessment Form Template

Operational Risk Management Template

This operational risk management template is ideal for creating a list of risks, the rate and cost of annual incidents, probability of risk occurrence, and associated mitigation and control costs. Once you enter those values, built-in formulas will automatically calculate the annual cost, weighted annual cost, and cost/benefit value. This information is useful for developing cost-effective risk mitigation and control strategies.

Download Operational Risk Management Template

Excel | PDF

Construction Risk Assessment Form Templates

Construction risk assessment template.

This construction risk assessment template comes with a built-in matrix for identifying and categorizing common construction project risks. Determine the severity and likelihood of each risk, and then assign the respective party to develop control measures to address and mitigate them.

Download Construction Risk Assessment Template

Excel | Word | PDF

Construction Project Risk Assessment Template

Use this customizable template to categorize risks associated with each phase of a construction project. Detail the risk and impact description, and then assign a probability and level value based on the provided key. The built-in formula will automatically calculate the risk score, which enables you to assess the situation and take appropriate action.

Download Construction Project Risk Assessment Template

Excavation Risk Assessment Form Template

Use this risk assessment template to describe hazardous risks associated with excavation during a construction project. Identify persons impacted by potential risks, determine risk levels, and develop an action plan to minimize the probability and effects of identified risks. There is also space to assign plan ownership, add due dates, and note status in order to keep the plan on track.

Download Excavation Risk Assessment Template

Excel | Word |  PDF

Welding Risk Assessment Template

Use this welding risk assessment to identify and assess the implications of hazards for a specific welding project. Detail the necessary steps to mitigate risks and hazards, assign task ownership, set key dates, and track progress of your mitigation control action plan. 

Download Welding Risk Assessment Template — Excel

Project Risk Assessment Form Templates

Project management risk assessment template.

Use this risk assessment template to evaluate and manage risks associated with a project. List hazardous project activities, describe the associated risks, and then add severity, likelihood, and risk levels with existing controls measures. Next, re-evaluate risks post-mitigation to determine if it is safe to proceed with project activities.

Download Project Management Risk Assessment Template

Business Project Risk Assessment Sample Template

Use this risk assessment sample template to identify and organize potential risks for each phase of a business project. Detail how each risk impacts time, costs, and resources with existing mitigation measures in place. Then, enter the risk probability and impact level values, and the template will automatically calculate the risk score. This template includes an action plan to assign additional tasks and ownership to help minimize risks with a higher score.

Download Business Project Risk Assessment Sample Template

Travel Risk Assessment Form Templates

Travel risk assessment form template.

Use this travel risk assessment form template to evaluate risks associated with travelers, planned destinations, and anticipated excursions during a trip. This template provides space to list the names and contact information for each traveler, along with the latest guidelines and recommendations for areas to visit that may have political, economic, sanitary, or other implications. You’ll also find a customizable risk management action plan and assessment questionnaire.

Download Travel Risk Assessment Form Template

Word | PDF  

Pre-Travel Risk Assessment Form

This customizable pre-travel risk assessment form is perfect for travelers to complete and submit to their designated healthcare provider prior to taking a trip. Use this template to document details regarding the dates, purpose, and anticipated areas of travel during a trip, along with medical conditions, medications, allergies, and other medical information a doctor can assess prior to authorizing patient travel.

Download Pre-Travel Risk Assessment Form

Fire Risk Assessment Form Templates

Fire risk assessment form template.

Use this customizable risk assessment form to examine potential fire hazards, or other issues that could cause safety concerns during a fire. This form serves as a checklist to evaluate all fire detection and alarm systems on the premises, current fire escape procedures, fire fighting equipment, and more, to account for potential dangers, risks, and safety concerns. 

Download Fire Risk Assessment Form Template

Office Fire Risk Assessment Form Template

Use this office fire risk assessment form template is to identify potential hazards, persons at risk, and control measures in the event of a fire. Use this checklist to ensure you’ve safely secured combustible items, established fire escape routes, and properly trained all staff on fire safety procedures. There is also space to detail an action plan with activity ownership and deadlines to put additional control measures in place.

Download Office Fire Risk Assessment Form Template

Church Fire Risk Assessment Form Template

Use this fire risk assessment form to evaluate the potential risks and mitigation control measures associated with a church fire. Provide details regarding the layout of your church, occupancy rates during various services, designated locations of vulnerable occupants at risk, and background information related to previous fire incidents. This template also comes with a customizable checklist to ensure that you’re testing detection and alarm systems, escape procedures, and fire fighting equipment regularly, and that everything is working properly.

Download Church Fire Risk Assessment Form Template

Hazardous Substance Risk Assessment Form Templates

Hazardous substances risk assessment form.

Use this risk assessment form to identify potential hazards related to the use of a specific substance and to list existing control measures (e.g., air quality monitoring, ventilation, PPE) to help mitigate associated risks. There is also space to include a recommended action plan to improve health and safety measures for personnel working with the hazardous substance.

Download Hazardous Substances Risk Assessment Template

Hazardous Substance Identification, Assessment, and Control Plan Template

Use this customizable template to identify and classify hazardous substances by type (e.g., powder, liquid, gas), with room to detail the quantity and purpose of use. This template also contains a checklist to convey the hazards associated with each substance, methods of containment and disposal, prevention and control measures, level of risk, and more. 

Download Hazardous Substance Identification, Assessment, and Control Plan Assessment Template

Event Risk Assessment Form Templates

Event risk assessment template.

Use this customizable template to identify and classify potential risks for an event. You can categorize event risks by type (e.g., activity, environment, technical) to determine the probability and severity of a specific occurrence. Detail existing control measures to mitigate each risk and decide if you need to take further action.

Download Event Risk Assessment Template

Fundraising Event Risk Assessment Form

This simple fundraising event risk assessment form provides space to list event activities, accompanying risks, and persons impacted by risks. Assign a risk level to each potential hazard, and then detail control measures, ownership, and completion dates to ensure a risk mitigation plan is in place prior to event launch.

Download Fundraising Event Risk Assessment Form Template

Event Management Risk Assessment

This risk assessment template can help you evaluate and manage potential risks for all aspects of an event, including general risks, traffic management, emergency stations, food services, hazardous chemicals, and more. Assess the probability and potential severity of an incident to determine its risk level, and then establish control measures prior to the event.

Download Event Management Risk Assessment Template

Vendor Risk Assessment Form Templates

Vendor risk assessment template.

Use this customizable template as a third-party risk assessment to pinpoint and evaluate security vulnerabilities related to a vendor. Use the provided rating key to assign a color-coded risk level to specific criteria and include other pertinent information. Use this template to determine if you require further action to mitigate vendor risk.

Download Vendor Risk Assessment Template

Excel | PDF  | Smartsheet

Vendor Risk Assessment Questionnaire Sample Form

Use this questionnaire as a starting point for evaluating security risks associated with vendors. Detail the type of data a vendor can access, and use the included checklist to select policies and measures related to physical and data center security, malware security, network infrastructure security, and more. At the bottom of the template, there is also space for the risk assessor to sign and date the form.

Download Vendor Risk Assessment Questionnaire Sample Form

For additional resources, visit “ Free Vendor Risk Assessment Templates .”

Health and Safety Risk Assessment Form Templates

Health and safety risk assessment template.

Use this risk assessment template to assess and classify hazards related to biological, chemical, environmental, machinery, and other potential risks that impact health and safety. Select the impact, probability, and risk level for each hazard, and then establish control measures to reduce risk severity and likelihood. You can also document the activity details and purpose, and have the assessor and approving official add signatures.

Download Health and Safety Risk Assessment Template

Oxygen Risk Assessment Form

Use this risk assessment form to evaluate a patient’s lifestyle and living conditions to determine if a home oxygen prescription is feasible. This template provides a checklist to identify physical risks (e.g., mobility challenges, vision impairment), lifestyle risks (e.g., smoking, alcohol addiction), and environmental risks (e.g., living in a building with multiple occupancy, cooking with a gas stove) to determine if benefits outweigh the risks for home oxygen.

Download Oxygen Risk Assessment Form

School Risk Assessment Form Templates

School risk assessment template.

Complete this customizable school risk assessment template to uncover potential risks for various categories, including school recreation areas, building access, culture, communications, and more. Detail associated hazards, the likelihood and severity of an occurrence, and risk level with existing control measures in place. There is also space to add comments and further actions required to reduce the probability and impact of a risk.

Download School Risk Assessment Template

School Trip Risk Assessment Form

Use this risk assessment form template to identify potential risks that can occur during a school trip. Detail the purpose, destination, and dates of a planned school trip at the top. Then, write a description of potential risks and hazards with a high severity, persons impacted, and the probability and risk level using the provided key. Assign control measures for each risk, as needed, and provide any additional information that can help minimize risk during the trip.

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Student Project Risk Assessment Form

This customizable risk assessment form is ideal for evaluating the level and impact of risks associated with a school project. Add the student’s information and project details at the top, and then list and assess hazards that may occur due to the risks identified. Establish and note control measures in the space provided to help reduce the level and severity of risks. There is also room to provide an assessment conclusion, with lines for signatures at the bottom for the assessor, student, and supervisor.

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Other Risk Assessment Form Templates

Financial risk assessment template.

Use this customizable risk assessment template to pinpoint and classify financial risks associated with various categories, including marketing, human resources, operations, products and services, and any other department. The template has space for you to identify the risk source, describe the potential impact, and select the probability and impact of each risk using the provided keys. There is also a matrix to identify the risk level and determine next steps.

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Security Risk Assessment Form

This security risk assessment template is useful for identifying risks related security, including policies and procedures, administrative securities, technical securities, and more. Detail the impact description, likelihood, and risk level, and then assign actions and track the status of existing control measures.

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IT Risk Assessment Template

This IT risk assessment template comes with a built-in matrix to assign a severity, likelihood, and impact level to each identified risk. Organize risks by type, determine which assets are impacted, identify risk triggers, and add remediation strategies to help lower the internal and user impact of risks.

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Science Experiment Risk Assessment Form

Use this customizable template to assess risks associated with a science experiment, including the equipment and tools used to conduct the experiment. Add details at the top of the template, and then list the items needed to execute. Use the space provided to include the item’s purpose, potential hazards, and standard handling procedures. Then, assess the experiment by listing risks related to a specific activity; identify probability, impact, and level of risk using the provided key; and establish control measures to mitigate risks and hazards.

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For more free resources, visit “ All the Risk Assessment Matrix Templates You Need .”

Purpose of a Risk Assessment

Conducting a risk assessment creates awareness of potential risks and hazards associated with a particular vendor, job, project, or event. A risk assessment is an integral part of a risk management plan, and helps measure the probability and impact of an occurrence.

Once you identify potential risks and hazards and consider the impact and probability of each, you can assess existing control measures to determine if further mitigation actions are necessary. The ultimate goal of the risk assessment process is to create a safer and healthier environment and experience for those who could be impacted by hazards associated with identified risks.

Steps to Conduct a Risk Assessment

Follow these steps to conduct a thorough risk assessment to create a safer workplace, experience, or event:

• Identify and classify potential risks or hazards that may cause physical, mental, chemical, or biological harm.
• Determine the groups of people at risk of being harmed.
• Assess the impact, likelihood, and risk level with existing control measures in place.
• Determine if further action is necessary to mitigate the risks.
• Prioritize the risks by identifying those with higher impact and probability levels.
• Establish an action plan to mitigate risks with assigned roles and responsibilities. 
• Review your risk assessment regularly to determine if you need to take further action.

You can start identifying potential risks and hazards by performing a thorough inspection of the site where you’ll be conducting the work, or by visiting and researching the site where an event will take place. Gather insight from those with experience at the site by conducting interviews and surveys to uncover any past issues. In addition, be sure to consult with manufacturers, suppliers, and associations relevant to your industry to gather valuable safety and health information.

Benefits of Risk Assessment Software

Document, track, control, and review health and safety hazards in the workplace more effectively by using risk assessment and management software. Common benefits of utilizing software include the following:

• Built-in forms allow you to easily disseminate surveys to employees to gather information, and also enable employees to report risks they encounter in the field.
• Attach and submit relevant images and documents to the risk management system from multiple devices.
• Easily organize, classify, store, and track risks in a secure location.
• Store all safety policies and procedures in a centralized place that updates in real time, and ensure all necessary stakeholders have access to it.

To learn if your organization would benefit from risk management software, and how to choose the right software for your needs, visit “ How to Choose the Right Risk Management Software .”

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• Section 1 - Improving the Quality of Travel Medicine Through Education & Training
• Section 2 - Perspectives : Travelers' Perception of Risk

The Pretravel Consultation

Cdc yellow book 2024.

Author(s): Lin Hwei Chen, Natasha Hochberg

The pretravel consultation offers a dedicated time to prepare travelers for health concerns that might arise during their trips. During the pretravel consultation, clinicians can conduct a risk assessment for each traveler, communicate risk by sharing information about potential health hazards, and manage risk by various means. Managing risk might include giving immunizations, emphasizing to travelers the importance of taking prescribed malaria prophylaxis and other medications (and highlighting the risks of not taking them correctly), and educating travelers about steps they can take to address and minimize travel-associated risks. The pretravel consultation also serves a public health purpose by helping limit the role international travelers could play in the global spread of infectious diseases.

The Travel Medicine Specialist

Travel medicine specialists have in-depth knowledge of immunizations, risks associated with specific destinations, and the implications of traveling with underlying conditions. Therefore, a comprehensive consultation with a travel medicine expert is indicated for all international travelers and is particularly important for those with a complicated health history, anyone taking special risks (e.g., traveling at high elevation, working in refugee camps), or those with exotic or complicated itineraries. Clinicians aspiring to be travel medicine providers can benefit from the resources provided by the International Society of Travel Medicine (ISTM) and might consider specialty training and certification (see Sec. 1, Ch. 4, Improving the Quality of Travel Medicine Through Education & Training ).

Components of a Pretravel Consultation

Effective pretravel consultations require attention to the traveler’s health background, and incorporate the itinerary, trip duration, travel purpose, and activities, all of which determine health risks ( Table 2-01 ). The pretravel consultation is the best opportunity to educate the traveler about health risks at the destination and how to mitigate them. The typical pretravel consultation does not include a physical examination, and a separate appointment with the same or a different provider might be necessary to assess fitness for travel. Because travel medicine clinics are not available in some communities, primary care physicians should seek guidance from travel medicine specialists to address areas of uncertainty. The Centers for Disease Control and Prevention (CDC) Travelers’ Health website also has materials and an interactive web-tool to guide primary care physicians through a pretravel consultation.

Personalize travel health advice by highlighting likely exposures and reminding the traveler of ubiquitous risks (e.g., injury, foodborne and waterborne infections, vectorborne diseases, respiratory tract infections—including coronavirus disease 2019 [COVID-19]—and bloodborne and sexually transmitted infections). Balancing cautions with an appreciation of the positive aspects of the journey can lead to a more meaningful pretravel consultation. In addition, pay attention to the cost of recommended interventions. Because some travelers are unable to afford all the recommended immunizations and medications, prioritize interventions (see Sec. 2, Ch. 15, Prioritizing Care for Resource-Limited Travelers ).

Table 2-01 The pretravel consultation: medical history & travel risk assessment

Health background.

Past medical history

• Allergies (especially any pertaining to vaccines, eggs, or latex)
• Medications
• Underlying conditions

Special conditions

• Breastfeeding
• Cardiopulmonary event (recent)
• Cerebrovascular event (recent)
• Disability or handicap
• Guillain-Barré syndrome (history of)
• Immunocompromising conditions or medications
• Pregnancy (including trimester)
• Psychiatric condition
• Seizure disorder
• Surgery (recent)
• Thymus abnormality

Immunization history

• Routine vaccines
• Travel vaccines

Prior travel experience

• High-elevation travel/ mountain climbing
• Malaria chemoprophylaxis
• Prior travel-related illnesses

Travel Risk Assessment (Trip Details)

• Countries and specific regions, including order of countries if >1 country
• Outbreaks at destination
• Rural or urban destinations
• Season of travel
• Time to departure
• Trip duration

Reason for travel

• Education or research
• Medical tourism (seeking health care)
• Visiting friends and relatives
• Volunteer, missionary, or aid work

Travel style

• Accommodations (e.g., camping/ tent, dormitory, guest house, hostel/ budget hotel, local home or host family, tourist/ luxury hotel)
• "Adventurous" eating
• Independent travel or package tour
• Level of hygiene at destination
• Modes of transportation
• Traveler risk tolerance
• Travel with children

Special activities

• Animal interactions (including visiting farms, touring live animal markets)
• Cruise ship
• Cycling/motorbiking
• Disaster relief
• Extreme sports
• High elevations
• Medical care (providing or receiving)
• Rafting or other water exposure
• Sexual encounters (planned)

Assess Individual Risk

Traveler characteristics and destination-specific risk provide the background to assess travel-associated health risks. Such characteristics include personal health background (e.g., past medical history, special conditions, immunization history, medications); prior travel experience; trip details, including itinerary, timing, reason for travel, travel style, and specific activities; and details about the status of COVID-19 and other infectious diseases at the destination. Certain travelers also might confront special risks. Recent hospitalization for serious problems might lead to a decision to recommend delaying travel. Air travel is contraindicated for patients with certain conditions. For instance, patients should not travel by air <3 weeks after an uncomplicated myocardial infarction or <10 days after thoracic or abdominal surgery. Consult relevant health care providers most familiar with the traveler’s underlying illnesses.

Other travelers with specific risks include those who have chronic illnesses, are immunocompromised, or are pregnant. Travelers visiting friends and relatives, long-term travelers, and travelers with small children also face unique risks. More comprehensive discussion on advising travelers with additional health considerations is available in Section 3. Determine whether recent outbreaks or other safety notices have been posted for the traveler’s destination by checking information available on CDC Travelers’ Health and US Department of State websites and other resources.

In addition to recognizing the traveler’s characteristics, health background, and destination-specific risks, discuss anticipated exposures related to special activities. For example, river rafting could expose a traveler to schistosomiasis or leptospirosis, and spelunking in Central America could put the traveler at risk for histoplasmosis. Flying from lowlands to high-elevation areas and trekking or climbing in mountainous regions introduces the risk for altitude illness. Inquire about plans for specific leisure, business, and health care-seeking activities.

Communicate Risk

Once destination-specific risks for a particular itinerary have been assessed, communicate them clearly to the traveler. Health-risk communication is an exchange of information in which the clinician and traveler discuss potential health hazards for the trip and any available preventive measures. Communicating risk is one of the most challenging aspects of a pretravel consultation, because travelers’ perception of and tolerance for risk can vary widely. For a more detailed discussion, see Sec. 2, Ch. 2, . . . perspectives: Travelers’ Perception of Risk .

Manage Risk

Vaccinations.

Vaccinations are a crucial component of pretravel consultations, and the risk assessment forms the basis of recommendations for travel vaccines. Consider whether the patient has sufficient time to complete a vaccine series before travel; the purpose of travel and specific destination within a country will inform the need for vaccines. At the same time, the pretravel consultation presents an opportunity to update routine vaccines (Table 2-02) and to ensure that eligible travelers are up to date with their COVID-19 vaccinations .

Pay attention to vaccine-preventable diseases for which immunity might have waned over time or after a recent immunocompromising condition (e.g., after a hematopoietic stem cell transplant). Asking whether travelers plan to travel again in the next 1–2 years can help them justify an immunization for travel over several years (e.g., rabies preexposure, Japanese encephalitis) rather than only the upcoming trip. Provide travelers with a record of administered immunizations and instructions to follow up as needed to complete a vaccine series.

Table 2-02 The pretravel consultation: vaccines to update & consider 1

Abbreviation: HBsAg, hepatitis B surface antigen.

1 Based on Advisory Committee on Immunization Practices guidelines, current as of October 21, 2021

Malaria Prevention

Self-treatable conditions.

Despite health care providers’ best efforts, some travelers will become ill. Obtaining reliable and timely medical care during travel can be problematic in many destinations. Consequently, consider prescribing certain medications in advance to enable the traveler to treat common health problems. Box 2-01 provides a list of some of the most common situations for which travelers find self-treatment useful.

Travel health providers need to recognize conditions for which travelers might be at risk and provide information about appropriate self-diagnosis and treatment. Keys to a successful treatment strategy include sharing a simple disease or condition definition, recommending or prescribing treatment, and educating the traveler about the expected outcome of treatment. As an example, for travelers’ diarrhea, inform travelers that most symptoms can be managed with fluid replacement plus loperamide or bismuth subsalicylate; prescribe travelers antibiotics they can carry with them for use in selected cases of incapacitating diarrhea (see Sec. 2, Ch. 6, Travelers’ Diarrhea , and Sec. 2, Ch. 7 . . . perspectives: Antibiotics in Travelers’ Diarrhea—Balancing Benefit & Risk ); and tell them to seek medical attention if symptoms persist for 24–36 hours or are particularly severe.

With some activities in remote settings (e.g., trekking), the only alternative to self-treatment would be no treatment. Pretravel counseling might result in a more accurate self-diagnosis and treatment than relying on local medical care in some areas. In addition, the increasing awareness of substandard and counterfeit drugs in pharmacies in certain countries makes it important for travelers to bring quality manufactured drugs with them from a reliable supplier (see Sec. 6, Ch. 3, . . . perspectives: Avoiding Poorly Regulated Medicines & Medical Products During Travel ).

Encourage travelers to carry a travel health kit with prescription and nonprescription medications and review each traveler’s medication list for possible drug–drug interactions. More detailed information for providers and travelers is included in Sec. 2., Ch. 10, Travel Health Kits , and Section 3 has supplementary travel health kit information for travelers who have additional health needs and considerations.

Box 2-01 The pretravel consultation: self-treatable conditions

The following list includes common situations for which travelers might find self-treatment useful. The extent of self-treatment recommendations offered to travelers should reflect the remoteness and difficulty of travel and the availability of reliable medical care at the destination. Recommended self-treatment options for each of the listed diseases are provided below or in the designated sections of this text.

ALTITUDE ILLNESS: Sec. 4, Ch. 5, High Elevation Travel & Altitude Illness

HIV EXPOSURE (OCCUPATIONAL): Sec. 9, Ch. 4, Health Care Workers, Including Public Health Researchers & Medical Laboratorians

JET LAG: Sec. 8, Ch. 4, Jet Lag

MALARIA: Sec. 5, Part 3, Ch. 16, Malaria

MOTION SICKNESS: Sec. 8, Ch. 7, Motion Sickness

TRAVELERS’ DIARRHEA: Sec. 2, Ch. 6, Travelers’ Diarrhea

URINARY TRACT INFECTIONS: common among many women; carrying a prescribed antibiotic for empiric treatment can be helpful.

VAGINAL YEAST INFECTIONS: self-treatment course of patient’s preferred antifungal medication can be prescribed for people who are prone to infections, sexually active, or who might be receiving antibiotics for other reasons, including doxycycline for malaria chemoprophylaxis.

Address Special Health Risks

Travelers with underlying health conditions require additional attention to health issues related to the destination and activities. For instance, travelers with a history of cardiac disease should carry medical reports, including a recent electrocardiogram. Asthma can flare in a traveler visiting a polluted city or from physical exertion during a hike; recommend that travelers discuss with their primary care provider a plan for treatment and carry necessary medication in case of asthma exacerbation.

Instruct travelers on how to obtain travel medical insurance and direct them to resources that provide lists of reputable medical facilities at their destination (e.g., the ISTM website; the  American Society of Tropical Medicine and Hygiene website; the US Department of State’s Your Health Abroad website). Advise travelers to identify any allergies or serious medical conditions on a bracelet or a card to expedite medical care in emergency situations (see Sec. 3, Ch. 4, Highly Allergic Travelers ). Section 6 provides more information on preparing for and obtaining health care abroad.

Educate to Change Behavior

The pretravel consultation provides another setting to remind travelers of basic health and safety practices during travel, including frequent handwashing, wearing seatbelts, using car seats for infants and children, safe sexual practices, and COVID-19 prevention. Organize topics into a checklist and place priority on the most serious and frequently encountered issues ( Table 2-03  and Box 2-02 ). In addition, address general issues (e.g., preventing injury, sunburn). Written information is essential to supplement oral advice and enables travelers to review the instructions from their clinic visits. CDC’s Travelers’ Health website provides educational material. By giving advice on health risks and self-treatable conditions, clinicians can minimize the traveler’s need to seek medical care while abroad and possibly help them return to good health faster.

Table 2-03 The pretravel consultation: key discussion topics

TRAVEL-ASSOCIATED RISK

DISCUSSION POINTS

Altitude illness

• Determine if the itinerary puts the traveler at risk of altitude illness.
• Discuss preventive measures (e.g., gradual ascent, adequate hydration, medications to prevent and treat).

Bloodborne pathogens

• Avoid potential exposures (e.g., injections, piercings, tattoos, shared razors).
• Inform travelers who will provide health care overseas what to do in case of needlesticks or bloodborne pathogen exposures; discuss use of HIV postexposure prophylaxis.
• See Box 2-02 for summary on sexual health recommendations for travelers.

Disease-specific counseling

• Advise travelers to prepare for exacerbations or complications from underlying disease(s).
• Remind travelers to keep medications and supplies in carry-on luggage, to keep medications in their original prescription bottles, and to carry copies of their written prescriptions.

Environmental hazards

• Advise travelers to avoid walking barefoot to reduce their chances of certain parasitic infections.
• Advise travelers to avoid wading or swimming in freshwater where where risk for schistosomiasis or leptospirosis is possible.
• Caution travelers to avoid contact with animals to reduce the potential for bites and scratches that can transmit rabies. This is particularly important advice for the parents of young children.
• Remind travelers to apply sunscreen to sun- exposed skin.

Immunizations

• Discuss indications for, effectiveness of, and adverse reactions to immunizations.
• Discuss benefit of antibody titers when past vaccine records are unavailable or unreliable, particularly for hepatitis A, measles, mumps, rubella, and varicella.
• Review routine immunizations and travel immunizations indicated for the specific itinerary and based on the traveler's medical history.
• Screen for chronic hepatitis B for people born in countries with HBsAg prevalence ≥2% (see Map 5-07 ).

Malaria, yellow fever, & other vectorborne diseases

• Define vectorborne disease risks at the destination.
• Discuss personal protective measures and recommended insect bite precautions.
• For itineraries where malaria transmission is a risk: discuss risks and benefits of malaria chemoprophylaxis and recommended chemoprophylaxis choices.
• For itineraries where yellow fever virus transmission is a risk (see Sec. 2, Ch. 5, Yellow Fever Vaccine & Malaria Prevention Information, by Country , and Sec. 5, Part 3, Ch. 16, Yellow Fever ): assess individual traveler precautions and contraindications for receiving yellow fever vaccine; discuss risks and benefits of vaccination; discuss alternatives to vaccination for travelers at increased risk for adverse events from yellow fever vaccine.

Personal safety

• Advise travelers to look for security bulletins related to their destination and consider areas to avoid.
• Discuss precautions travelers can take (including avoiding excess alcohol consumption) to minimize risk for traffic accidents, personal assault, robbery, or drowning.
• Provide information on travel health and medical evacuation insurance.

Respiratory illnesses

• Consider influenza self-treatment for high-risk travelers.
• Discuss diseases and destinations of particular concern.

Travelers’ diarrhea and other food/waterborne illnesses

• Discuss food and water safety.
• Discuss antibiotics for self- treatment, adjunct medications (e.g., loperamide), and staying hydrated.
• Recommend strategies to decrease risk of diarrhea.

Abbreviation: HBsAg, hepatitis B surface antigen

Box 2-02 The pretravel consultation: summary of sexual health recommendations for travelers

Before travel.

• Get recommended vaccinations, including those that protect against sexually transmitted infections (STIs).
• Get recommended tests for HIV and treatable STIs. Be aware of STI symptoms in case any develop.
• Obtain condoms to carry on trip.
• Consider preexposure prophylaxis medication for HIV for high-risk travelers.
• Review local laws about sexual practices and obtain contact information for medical and law enforcement services.
• If pregnant or considering pregnancy, review whether Zika virus infection is a risk at destination.

During Travel

• Use condoms consistently and correctly to decrease the risk of HIV and STIs.
• If indicated, be prepared to start taking medications for HIV postexposure prophylaxis or unintended pregnancy within 72 hours after a high-risk sexual encounter.
• Never engage in sex with a minor (<18 years old), child pornography, or trafficking activities in any country.
• Report suspicious activity to US and local authorities as soon as it occurs.

After Travel

• Avoid exposing sexual partners at home. See a clinician to get recommended tests for HIV and STIs.
• Get treatment for all diagnosed, treatable STIs.

The following authors contributed to the previous version of this chapter: Lin H. Chen, Natasha S. Hochberg

Bibliography

Freedman DO, Chen LH. Vaccines for international travel. Mayo Clin Proc. 2019;94(11):2314–39.

Hatz CFR, Chen LH. Pre-travel consultation. In: Keystone JS, Freedman DO, Kozarsky PE, Connor BA, Nothdurft HD, editors. Travel medicine, 4th ed. Philadelphia: Saunders Elsevier; 2019. pp. 25–30.

Hill DR, Ericsson CD, Pearson RD, Keystone JS, Freedman DO, Kozarsky PE, et al. The practice of travel medicine: guidelines by the Infectious Diseases Society of America. Clin Infect Dis. 2006;43(12):1499–539.

International Society of Travel Medicine. The ISTM Body of knowledge for the practice of travel medicine, revised 2017. Atlanta: International Society of Travel Medicine; 2017. Available from: www.istm.org/bodyofknowledge2

Kozarsky PE, Steffen R. Travel medicine education—what are the needs? J Travel Med. 2016;23(5):taw039.

Leder K, Chen LH, Wilson ME. Aggregate travel vs. single trip assessment: arguments for cumulative risk analysis. Vaccine. 2012;30(15):2600–4.

Leder K, Torresi J, Libman MD, Cramer JP, Castelli F, Schlagenhauf P, et al. GeoSentinel surveillance of illness in returned travelers, 2007–2011. Ann Intern Med. 2013;158(6):456–68.

Leung DT, LaRocque RC, Ryan ET. In the clinic: travel medicine. Ann Intern Med. 2018 Jan 2;168(1):ITC1–16.

Steffen R. Travel vaccine preventable diseases—updated logarithmic scale with monthly incidence rates. J Travel Med. 2018;25(1):tay046.

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Another major concern for any individual who loves traveling is their health. Are people conscious enough to know whether they are physically fit to travel? You could say some are, but others don’t care for as long as they enjoy the simple pleasures that go with it. This shouldn’t be the case because, according to some reports, 98 percent who belong to the younger group ranked “eating local cuisine” as something that was very important (more than 5 out of 10) when they traveled. In fact, 37 percent of millennials avoid junk food when traveling.

Keeping fit was a priority for 14 percent of millennial travelers, while only 11 percent responded that they didn’t exercise at all while traveling (most probably walked a lot and considered it as a form of exercise). Needless to say, every person must secure any of our  Health Risk Assessment Forms  just to be prepared at all times. It is better to be safe than sorry.

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Although the incidences of suicide occurring on trips both domestically and internationally is relatively low, the Scale for Suicide Ideation (SSI) was developed in 1979 to quantify intensity in suicide ideators compared to the Modified Scale for Suicide Ideation (MSSI), which uses the same 13 suicide ideators from the SSI but adds 5 more new ideators. The modifications increased both reliability and validity. Key areas to be assessed include the person’s predisposition to suicidal behavior: identifiable precipitant or stressors such as job loss, recent death of a loved one, and change of residence; feeling of hopelessness; nature of suicidal thinking; previous suicidal behavior; impulsiveness and self-control; and protective factors, to name a few.

Suicide Risk Assessment Forms were developed to prevent higher incidence of suicide attempts because suicide risk assessment is often integrated with assessment of self-harm, which has overlapped a little with completed suicide. Instead, it is suggested that the emotional state which has caused the suicidal thoughts, feelings, or behavior should be the focus of assessment with a view toward helping the patient rather than reducing the anxiety of a clinician who overestimates the risk of suicide.

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How To Conduct A Travel Risk Assessment

Travel risk assessment — why you should do it and how to do it.

Early travellers relied on maps that only reflected areas already explored and documented. Those maps often used pictures of mythical monsters — fire-breathing dragons on land, the many-tentacled kraken at sea — to indicate the dangers of going somewhere unknown. Consider it an ancient form of travel risk assessment.

Modern business travellers may not fear monsters, but they face an array of very real potential risks including:

• Natural disasters
• Labor strikes
• Civil unrest
• Public health emergencies
• Transportation disruptions
• Public health crisis

These and other issues can affect employees’ health and wellbeing when they travel on business.  Travel risk management is a proactive, consistent, end-to-end approach to protect your people from travel-related risks. By protecting your employees, you protect the resilience of the organisation as a whole. Travel risk management is a powerful, programmatic way companies practice their duty of care obligations to keep employees safe when traveling on the organisation’s behalf. Knowing there is a plan to reduce risks and take action under changing circumstances also can inspire employee confidence in leaving their homes to close deals and service customers.

Where are the security risks for your business travellers?

The travel risk assessment

Some travel risks are systemic, such as unsettled political situations that could drive unrest in a nation. Others are event-driven such as a hurricane in the Gulf of Mexico or a transportation worker strike in Paris. Some are more personalised health risks to the traveller, such as COVID-19 or infectious diseases that require a need for vaccinations in a certain region. Environmental conditions could also acutely impact a traveller with a medical condition (poor air quality and lung conditions, for instance).

A travel risk assessment is a detailed analysis of the potential risks business travellers could face on a trip. It forms the basis of travel risk management policy making and the operational planning for helping travellers avoid issues or get home safely.

Where is your starting point? Think about typical domestic and international travel. Where have your travellers historically gone? For instance, if you’re in the financial industry, consider risks for the major financial centres around the world such as London or New York City. Are you a global manufacturer? Map your plant locations. Do you have key customers your people service regularly? This is all data that your travel management company (TMC) should be able to provide.

With this destination map, you have a framework for further investigation. What high risks or travel warnings are clearly associated with those places, such as hurricanes in certain coastal areas or wildfires in others? 

As your risk picture comes into focus, remember that the end of the assessment phase is the beginning of the travel policy adjustment phase. Here, the travel manager — working with other stakeholders such as human resources and senior management — reviews existing travel policies and processes with the goal of mitigating those risks. Maybe you need to limit travellers under certain circumstances or to specific destinations. Perhaps some trips need added layers of approval to assess how important they really are to the business . For some cities, you may need to broaden the range of lodgings considered compliant in order to keep people out of downtown areas to avoid unrest.

Once you’ve worked all this out, you’re still not really done. You need to communicate these concerns and policies to travellers. Much of this can be built right into the booking tools, so that travellers are alerted when they begin their travel plans. Other ways to gain visibility for policy changes include making brief presentations at various staff meetings where you can fully explain the rationale for changes and reassure travellers directly about the mitigation of risks.

Travel managers also need to recognise the dynamic nature of travel risk. Levels of risk can rise and fall. A key destination may be safe for most of the year and then face a natural disaster that immediately changes travel risk. You need to establish an assessment process to stay up to date. That will include a communication plan for any policy changes, as well as travel advice and tips to help travellers in need as the situation evolves

Role of TMC

One of the main rules of travel risk management is to centralise all your travel bookings through a single business travel partner like Egencia. This gives you one place to turn to locate your people when a crisis erupts. And in a full-blown crisis, your travel management partner vastly extends the resources you can deploy to get people home safely. For instance, the Egencia Travel Tracker lets you know where your travellers are when situations emerge.

The Egencia online portal and mobile app can implement policies right into the booking process. Policy responses can easily scale and extended approval loops can be programmed for certain trips. And, if the situation demands it, some destinations can be temporarily blocked.

The Egencia mobile app provides another travel risk management tool. We can alert travellers to breaking news that could impact them so they can start making arrangements immediately. We also deliver tips and alerts worth monitoring for a certain destination.

Stay informed, stay successful

Your TMC can and should be a critical part of making travel risk assessment an ongoing process rather than a one-time event. At Egencia, we’re monitoring data constantly.

Travel risk assessment is a never-ending process. We help you spot the modern-day dragons and krakens so your travellers can avoid them.

Looking for better business travel solutions? Get in touch with us.

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Travel plan and Risk Assessments

Guidance and templates for travel plan and risk assessment

Travel plan and risk assessment

In general terms, all University activities which are potentially hazardous should be subject to a risk assessment, and business travel is no exception to this, and as such it is the responsibility of the Head of School (or equivalent) to ensure that systems are in place to address this. However, we must take a proportionate approach to this and focus and prioritise on higher risk activities.

UK low risk travel

Low risk travel within the UK for example to recognised institutions or conferences in the UK for one or two individuals, will not need a formal risk assessment but does require some planning and management. Part 1 of the Travel plan and risk assessment RA1 form should be used to record basic details of the travel and purpose of this travel. The use of Calendar in recording these details is also a good idea, simply so that we know where the individual is and when they are expected to return.

Where higher risk activities in the UK is involved, then this should be subject to a risk assessment, part 2 of the above form should therefore be completed. The detail required will depend on the activity that is being planned and should include the contact details of all travellers, along with an outline plan for foreseeable problems such as accident, loss of baggage or unexpected illness as well as the risks associated with the activities.

UK with high hazards and International travel

If international travel is involved the risk assessment process should be comprehensive, with a detailed travel itinerary, accommodation and work destination details and contacts, and perhaps a check in procedure as the trip progresses, along with plans for the reasonably foreseeable events outlined above.

Bear in mind that any travel risk assessment should address hazards associated not only with the travel, also those with the local situation (for example political unrest), and those with the work activities at the destination. If any of these represent a significant hazard then that may influence the required detail of the risk assessment for any of the situations outlined above.

The Travel Plan and Risk Assessment: RA1 form can be used for both types of travel, with Part 1 being completed for UK travel and continuing with Part 2 for UK travel with high hazards and international travel as well as for uploading into the Travel Insurance application form.

Template documentation

Travel Plan and Risk Assessment: RA1 (Word)

The risk assessment contains an annexe on advice when travelling to areas with high environmental air pollution

Fieldwork Assessment: Form FA1 (PDF)

Fieldwork Assessment: Form FA1 (Word)

Guidance for completion of Fieldwork Assessment: Form FA1

Fieldwork guidance note

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Understanding The ISO 31030 Guidance

The travel risk policy guideline to help protect your business travellers., download the iso 31030 self-audit guide +2 free hours consulting​.

Simply fill in the form below and one of our TRM experts will be in touch soon.

ISO 31030 FAQs

ISO 31030:2021 is an industry-first best practice framework that helps organisations evaluate and manage their travel risks effectively. The guidance document was developed by the International Organization for Standardization (ISO) and provides a structured approach to manage risks associated with travel. It covers policy development, program implementation, threat identification, risk assessment, and prevention/mitigation strategies.

Organisations use the guidance document to benchmark their travel risk policies, determine if they are fulfilling their legal duty of care obligations, and ensure their travellers are safe. ISO 31030 allows travel managers to identify threats and opportunities and take ownership of travel risk.

Contrary to popular belief, ISO 31030 is not certifiable. It simply offers a travel risk management framework to organisations to ensure their travel policies are up to date. However, our team has developed a self-audit tool based on this guidance that breaks down the 48-page document leaving you with actionable steps. Additionally, many organizations rely on our expert consulting services to ensure that their policies are up to date and in line with ISO 31030.

ISO 31030 is applicable for organisations of any type, regardless of their size or industry sector, as long as they have a travelling population. This includes commercial businesses, charitable and not-for-profit organisations, governmental agencies, and academic institutions. The guidance document is designed to be adaptable to a broad range of settings that travel managers or those responsible for the safety of their travellers should be using.

This document does not apply to tourism and leisure-related travel, except in relation to people travelling on behalf of the organisation.

How Can ISO 31030 Help Your Organisation?

The risks facing travellers today might not be the ones they face tomorrow, but a robust travel risk management program will help organisations be prepared. ISO 31030 will help you determine if your travel risk policy is good enough to fulfil your duty of care obligations.

It will also:

• Reduce legal and financial vulnerability for travel to high-risk locations • Improve employee confidence in travel-related health, safety and security arrangements • Contribute to business continuity capability and resilience • Demonstrate the organisation’s ability to control its travel-related risks effectively and efficiently • Addressing expectations in terms of the security and stability of their supply chain

Exclusive ISO 31030 Webinar

Key Takeaways in the 25-minute Webinar

• How to know if your Travel Risk Management policy is up-to-date
• How to identify current (and ever-changing) travel risks
• How to adapt policies based on lessons learned and near misses
• Leveraging ISO 31030 to best prepare travelling employees
• The role both organisations and their employees play in responsible travel

The ISO 31030 Self-Audit Tool

The ISO 31030 is the first globally recognised standard for travel risk and World Travel Protection has created a one-of-a-kind ISO 31030 self-audit tool that accompanies it.

The self-audit tool breaks down concepts within the 48-page ISO 31030 document more simply, provides prompts, and asks real questions that provide context as to whether your organisation’s travel risk management policy protects your people and fulfills your duty of care obligations.

Additionally, for a limited time, we’re adding two free hours of consulting with one of our security experts who will listen to your unique concerns, guide you through the ISO 31030 audit process, and leave you with recommendations for improvements.

Interested in learning more? Start by gaining access to the ISO 31030 self-audit guide and we’ll be in touch.

Why use the tool?

• Understand why ISO 31030 is important to your organisation and your risk
• Understand your duty of care responsibilities and how to align your travellers
• Learn how to fulfill these duties using the educate, locate and communicate framework

Included in the tool:

• Assessment instructions
• Gap analysis checklist
• Performance rating
• Compliance dashboard
• Audit report

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Appendix 3a - Low Risk (Basic) Travel Assessment Form - Students

Appendix 3b - Low Risk (Basic) Travel Assessment Form - Staff

Appendix 4a - Medium Risk (Standard) Travel Assessment Form - Students

Appendix 4b - Medium Risk (Standard) Travel Assessment Form - Staff

Appendix 5a - High Risk (Elevated) Travel Assessment Form - Students

Appendix 5b - High Risk (Elevated) Travel Assessment Form - Staff

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