Learn to Create Emergency Business Documentation Like a Rock Star

04.emergency-business-documents-office organising

Have you thought about what would happen if you couldn’t work? If you got sick, had an accident, or even died, what would happen to your business? What about your clients?

This workbook will serve to assist a family member or a friend to either manage things during your absence or shut down the business. Think about it, if something happened to you tomorrow and you couldn’t work, your husband probably wouldn’t have a clue what to do. Am I right?

Step-by-Step Workbook Covers:

  • Step 1: Decision Time
    • 3 Example Decision Making Scenarios
    • Exercise: In Case of Emergency Worksheet
  • Step 2: Who Needs to Know?
    • Exercise: Contact Notification Template 
    • Exercise: Logistics for Making Notifications Worksheet
  • Step 3: Notify Clients & Cancel Recurring Billing
    • Exercise: Handling Clients + Billing Worksheet
  • Step 4: Connect With Contractors
    • Exercise: Contractor Information Template
    • Exercise: Contractor Notification Worksheet
  • Step 5: Cancel Systems & Software
    • Exercise: Systems + Software Logins Templates
  • Step 6: Deal With Finances
    • Exercise: Financial Information + Email Account Logins Template
  • Step 7: Put Everything Together
    • Exercise: 4 Ways to Make Store Your Information

Yes, I know the idea of thinking about this sounds about as pleasant as eating sand. But we all know how important it is to be prepared in our personal lives by creating a will, estate plan, or other declaration of intentions.

Creating this will be easier than you think. As I guide you through this step-by-step process, you will think about how you’d like an emergency situation handled, document your intentions, gather pertinent information, and store this information in an accessible place for your loved one to locate, if needed.

When you’re done, you can relax a bit knowing that if something ever happened to you, your business obligations and wishes could be implemented with as little added stress to your team and loved ones as possible.

Let’s get started!

Karen Perkins
Karen is an accredited professional organiser with the Institute of Professional Organisers (IOPO) 

Course Information


Are you looking for someone to partner with you in your business to make it a happier, more productive, more organised place to be?

Call 0425 334 537 or schedule a free business chat with me to see if I can help! 

Scroll to Top