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Stay on Top with Our Extensive Outbreak Management Checklist

This easy-to-follow checklist will guide you on how to prepare your team if there was an outbreak (e.g., pandemic) situation.

Template by Tien Viet Nguyen
4 minutes to finish · English · PPTX
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Disease outbreak can occur at any time. As a manager, having this well-structured checklist will help you stay prepared. It will guide you on how to you keep employees safe during the crisis and also how to recover your business quickly. Download (for free) and maintain the workplace safety.


If the recent coronavirus outbreak has taught us anything, it is that companies have to be prepared for emergencies. This checklist template caters to every single situation you may encounter in the event of a disease outbreak. This way, you won’t have to worry about missing any vital detail that may jeopardize the health of your employees or business.

The checklist provides information on how to identify an outbreak, who should be notified, and what actions need to be taken during the response. It also includes guidance on when it is appropriate to close facilities, cancel events, or offer personal protective equipment at work. 

Sample outbreak management checklist

Checklist for managers during a disease outbreak

Pre-outbreak plan

Make sure every office has a representative in the central outbreak team

The team should include the heads and members of HR, Finance, Operations and IT

Every member of the team should know their delegated duty

Select a Coordinator among the members

Make sure central team members create a quick, efficient plan to deal with the outbreak

[List activity]

[List activity]

Business continuity procedure

{In this section, a subsection is created for each team.}

The admin team procedure:

Has someone from the central team been in contact with the company-approved healthcare provider for advice on actions to take such as what to do or drugs to stockpile?

Have we stockpiled masks of efficient quality?

Have we stockpiled a supply of hand sanitizers for the office? Have you instituted a frequent sanitization of public surfaces such as door handles, copier buttons, lift buttons, etc? An effective way to prevent contagion is to regularly clean these surfaces and ensure employees wash their hands or use sanitizers.

[List activity]

[List activity]

Business continuity procedure

The IT team procedure:

Do we have a backup if the IT staff falls ill?

Has IT ensured that all staff can securely work from home via laptops?

Has IT created a backup communication system outside the corporate server for staff (e.g. private “invite-only” Facebook group)?

The HR team procedure:

Has HR communicated the sick leave policy to all staff?

Has HR contacted the staff and communicated the situation with the regional/national/international HR?

The Operations team procedure:

Do we have the updated home and mobile numbers of every employee in the even SMS messaging or conference call is needed?

Have we grouped staff into units in case we need to rotate them between working at home and at the office to lessen the chance of contracting or spreading contagion? Does every employee know what group they are in (e.g. Group A, Group B, etc.)

Do Operations have a plan in case as many as one-third or even half of the workforce gets sick?

[List activity]

[List activity]

The Finance team procedure:

Have we made sure our finance department has a backup plan to ensure transactions continue no matter what happens?
Do the account directors have the full, updated for clients (their mobile and home number as well as their email) and vice versa?
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In this checklist, you'll get:

  • Pre-outbreak checklist to identify the precautionary steps before disaster strikes at all.
  • Business continuity procedures to help the business continue in the aftermath of an outbreak
  • Communication checklist to send effective and concise messages for your employees.

How to use this template

  • ✂️
    The template is fair use for your own purposes. Feel free to copy or refer to the structure and guidelines inside.
  • 🛎
    Keep in mind that this template is not a legal document and may not take into account all relevant local or national laws.
  • ✍️
    The contents in the template are just a starter. Make sure you insert and edit the variables (name, logos, etc.) to tailor the template to your business.
  • 📟
    Upgrade the material by changing or adding in texts, sections, and visuals.
  • 🖨
    Export as PDF or print it out for easier handling and communication with your team.

Who this template is for

  • Business leaders needing a plan to help them prepare and recover from the crisis.
  • HR specialists who desire to keep all employees safe before, during, and after the outbreak.
  • Managers who need a comprehensive guide to follow during a disease outbreak.

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