Key-person risk scorecard

How much walks out with them?

Pick the person the business depends on most. Answer ten questions about them. Use it for a company you own or a target in due diligence.

1. Does one person handle most technical or customer escalations?

YesPartlyNo

2. Do key customers call that person directly?

YesPartlyNo

3. Are prices, discounts or exceptions decided in their head?

YesPartlyNo

4. Does the important knowledge live in WhatsApp, calls and personal email?

YesPartlyNo

5. Is there a known exit or retirement date?

YesPartlyNo

6. Would a new hire need more than six months to cover their work?

YesPartlyNo

7. Are key supplier relationships held by that one person?

YesPartlyNo

8. Is there no up-to-date record of how things are done?

YesPartlyNo

9. Has the business lost a deal or customer when they were away?

YesPartlyNo

10. Is the agreed transition shorter than twelve months?

YesPartlyNo

0 of 10 answered

0/20

Answer to see your score

Yes scores 2, partly scores 1, no scores 0.

Your answers stay on this page. Nothing is sent or stored.

Scored high? Thirty minutes to plan who to capture first and how.

Pick a time that suits you. 30 minutes on video.