A business continuity plan template for the people you trust
This business continuity plan template answers a hard question: if you couldn’t come in tomorrow, would anyone know what to do? When an owner dies or becomes disabled, families often can’t find the bank accounts, the logins, or the key contracts. Meanwhile, payroll stops and customers drift away. This organizer puts it all in one place.
Who it’s for
Business owners, especially solo owners and those planning their estate with an attorney.
What the business continuity plan template helps you do
- Lay out the first 48 hours: who to call and what should wait.
- Record where documents, accounts, and system access are kept, without writing down passwords.
- Make sure someone can pay the bills and run payroll.
- Write down your wishes for the business.
What’s included
- “If Something Happens to Me” Business Continuity Organizer (Word): eight fill-in sections covering key people, legal documents, bank signers, system access, insurance, customers and employees, and your wishes.
How it works
First, work through one section at a time; most owners finish in an afternoon. Next, store the completed organizer somewhere secure, such as with your attorney. Then tell your key people where it is. Finally, review it once a year and after any big change.
Why continuity planning matters
A plan keeps the value you built from slipping away during a crisis. Ready.gov offers more on business continuity planning. To protect the money side too, add our Business Insurance Review Checklist.
Working with an estate attorney? LNS can get the business side ready. Work with us.
Format: Word. Instant download. This organizer is an information record, not a will, power of attorney, or buy-sell agreement. Work with your attorney on those documents.