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ISO 22301 self-assessment checklist

ISO 22301 self-assessment checklist

Get a clear overview of your business continuity readiness with this checklist. Identify gaps, document compliance, and strengthen internal planning.

Use this template
or download pdf
ISO 22301 self-assessment checklist

Get a clear overview of your business continuity readiness with this checklist. Identify gaps, document compliance, and strengthen internal planning.

Use this template
or download pdf

About the ISO 22301 self-assessment checklist

Preparing for ISO 22301 certification starts long before an auditor steps through your door. The goal is clear: make business continuity more than just a policy on paper. You can use this ISO 22301 self-assessment checklist template to evaluate how well your business continuity management system (BCMS) stacks up against the standard.

Key elements of the ISO 22301 self-assessment checklist

This checklist gives you a clear snapshot of how prepared your organization really is. To make the most of the template, here are the key elements it covers:

  • Business continuity policy and program: This section assesses whether your continuity framework is formalized and supported by leadership. You can use it to confirm that roles are defined, objectives are set, and your commitment to continuity is more than just a formality.
  • Business impact analysis and risk assessment: A solid BIA pinpoints what matters most—your critical processes, resources, and acceptable downtime. Paired with risk evaluation, this helps prioritize your planning and direct your efforts where they’ll count.
  • Business continuity strategies and plans: This part checks if you’ve actually built usable plans. It looks at how you’ll recover essential operations, protect assets, and assign responsibilities if problems happen.
  • Training, testing, and awareness: A plan on paper means nothing if nobody knows about it. This section focuses on how well your team is trained and whether the plans are tested and improved over time.
  • Performance evaluation and continuous improvement: Ongoing reviews, audits, and corrective actions make your BCMS a dynamic system. This keeps you aligned with ISO 22301 requirements and ready for whatever comes next.

Customizing the ISO 22301 self-assessment checklist

No two business continuity programs are the same, which is why this ISO 22301 checklist is fully customizable. Whether you’re running a lean team or managing multiple sites across regions, customizing it allows you to focus on what really matters to your organization.

Start by adjusting the scope of your checklist. If your operations are decentralized, break it down by site or department to assess each area individually. This way, you avoid blanket answers and get insights that lead to meaningful improvements.

You can also modify the checklist to reflect your company’s terminology. Rename roles, update procedures, and include internal reference codes to make the checklist easier for your team to follow and act on.

Feel free to use conditional logic to hide or show questions depending on the user’s role or business unit. This keeps the checklist focused and prevents irrelevant items from cluttering your process.

Start improving your continuity strategy today

This template is a practical, systematic tool you can use right away—for conducting internal audits, preparing for certification, or reviewing your current processes. You’ll save time, reduce back-and-forth, and make it easier to identify what needs work across your team. Start using the template now to streamline your reviews and bring more clarity to your continuity planning.

Related categories

  • Operational excellence templates
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Preview of the template
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Business Continuity Policy and Program
Is there a documented business continuity policy that has been approved by top management?
Does the policy include the organization's commitment to maintaining business continuity?
Is there a business continuity program that is managed and maintained?
Does the program include defined roles, responsibilities and authorities for business continuity?
Are business continuity objectives and plans established, implemented and maintained?
Business Impact Analysis and Risk Assessment
Has a comprehensive business impact analysis been conducted to identify critical business functions and their recovery time objectives?
Have the impacts of disruptions been assessed, including financial, operational, reputational and legal impacts?
Has a risk assessment been carried out to identify, analyze and evaluate the organization's business continuity risks?
Are the results of the BIA and risk assessment used to develop and prioritize business continuity strategies and plans?
Business Continuity Strategies and Plans
Are strategies in place to respond to and recover from identified disruptions?
Do the strategies cover all critical business functions and resources?
Are documented business continuity plans established, implemented and maintained for the identified strategies?
Do the plans address the recovery of people, information, technology, facilities, suppliers and other resources?
Are roles, responsibilities and authorities for executing the business continuity plans defined and communicated?
Training, Testing and Exercising
Is there a program for training personnel on their roles and responsibilities in the business continuity plans?
Are business continuity plans regularly tested to ensure they are up-to-date and effective?
Are the results of testing and exercising used to identify improvements to the business continuity program?
Is there a process to maintain awareness of the business continuity program with all relevant interested parties?
Performance Evaluation and Improvement
Is the business continuity program monitored, measured and analyzed at planned intervals?
Are the results of monitoring and measurement used to evaluate the effectiveness of the business continuity program?
Are internal audits conducted to assess the conformity of the business continuity program to the ISO 22301 standard?
Are nonconformities and corrective actions identified through the audits and other means implemented?
Is the business continuity program reviewed by top management at planned intervals for continuing suitability, adequacy and effectiveness?

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

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4 Key components of a business continuity planBusiness impact analysis in 7 stepsDisaster risk management: the philosophy of disaster preparednessCommon natural disasters and their effects on businesses

Frequently asked questions

What is the difference between ISO 22301 and other ISO standards?

ISO 22301 specifically focuses on business continuity—how to keep operations running during and after disruptions. Unlike ISO 9001, which looks at quality management, or ISO 27001, which targets information security, 22301 is about planning for the unexpected, such as supply chain issues, IT outages, or natural disasters.

Who should be involved in completing the checklist?

Aside from the compliance team, involve department heads, IT, facilities, and even HR—anyone who plays a role in keeping the business running. Having cross-functional input gives you a fuller picture of risks and response capabilities. You’ll often spot blind spots just by getting fresh eyes on the process.

What’s one mistake companies often make with ISO 22301?

One common pitfall is focusing too much on documentation and not enough on actual readiness. Having a plan is one thing, but knowing how to execute it is another. Many companies discover during live disruptions that roles are unclear or backups don’t work.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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