Risk Assessment/Needs Analysis Worksheet

Client Information

  • Client Name:
  • Address:
  • Type of Business/Industry:
  • Contact Person:
  • Phone Number:
  • Email Address:

Facility Information

  • Total Area (sq ft):
  • Number of Floors/Buildings:
  • Layout Description (include any blueprints if available):
  • Existing Security and Fire Systems (if any):
  • Nearby Emergency Services (fire station, police station, etc.):

Risk Assessment

  1. Type of Risks Identified

    • Theft/Burglary:
    • Vandalism:
    • Fire Hazards:
    • Data Breach/Cyber Threats:
    • Employee Safety Concerns:
    • Other:
  2. Vulnerability Points

    • Entrances/Exits:
    • Windows:
    • Sensitive Areas (e.g., server rooms, cash handling areas):
    • Storage Areas:
  3. Previous Incident History

    • Description of Past Security Breaches or Fire Incidents:
    • Impact of Past Incidents:

Security Needs Analysis

  1. Surveillance Requirements

    • Areas to Monitor:
    • Indoor vs. Outdoor:
    • Quality and Type of Cameras Needed:
  2. Access Control Requirements

  3. Intrusion Detection Needs

    • Alarm Systems:
    • Motion Detectors:
    • Glass Break Sensors:

Fire Safety Needs Analysis

  1. Fire Detection Requirements

    • Smoke Detectors:
    • Heat Detectors:
    • Manual Pull Stations:
  2. Fire Suppression Requirements

    • Sprinkler Systems:
    • Fire Extinguishers:
    • Specialized Suppression Systems (e.g., for data centers):

Additional Security Considerations

Budget and Constraints

  • Estimated Budget for Security and Fire System:
  • Any Specific Constraints (e.g., architectural, aesthetic):

Additional Notes/Requirements


Consultantu2019s Remarks and Recommendations


This worksheet serves as a comprehensive guide for a security sales consultant to assess risks and analyze the specific needs of a commercial client. It helps in gathering essential information that will form the basis for designing a tailored security and fire system proposal.

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