Safety/Risk Management

Safety/Risk Management Goals – Example

1. Check smoke detectors
2. Shred papers in garage
3. Add locks to the gates
4. Get a new back door
5. Get a new front door lock
6. New gates
7. Learn CPR
8. Disaster kit
9. Earthquake proof the house
10. Renew earthquake kit
11. Take self-defense

 

Safety/Risk Management Goals Worksheet

• Earthquake proof the house
• Disaster-proof
• Disaster plan
• Child proof
• Personal safety
• Fall prevention
• Accident prevention
• Crime prevention
• Grab and Go Records Case

 

Legal, financial, and insurance documents, birth certificate, estate planning, social security cards, prescriptions, driver’s license, cash, household inventory

• Contact plan/list
• Household inventory
• Backup document storage (safe deposit box, in-home safe, relative or advisor’s house)
• If my spouse were to die, would the household income meet my/our needs?
• Could we withstand an expensive illness and still retire on time?
• If one spouse dies, can the other manage the finances and do they know where all the information is?

 

Safety/Risk Management Goals

Goal	Year

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Strengths/Weaknesses/Opportunities/Threats

(SWOT) Analysis

SWOT analysis is a tool often used in business.  It works very well for personal planning.  There may be some duplication from your Safety/Risk Management goals, but this is a way to make sure you thought of everything.

The following gives an example of the two stages of the tool:  the Brainstorm of Issues and Brainstorm of goals generated from the issues.

Example Strengths/Weaknesses/Opportunities/Threats

(SWOT) Analysis

Strengths  Resilience  We work hard  We get along well with others  We know how to have fun  We know about business and finances  We are educated	Weaknesses   We don’t exercise enough   We like good food
Opportunities  Find another job closer to home  Start a business  Go back to school	Threats  High blood pressure  Illness  Falls  Mugged, shot, murdered  A weaker U.S. economy  Lose our jobs  Earthquake (no earthquake insurance)  May need to support our mothers  Disability

 

 

Example

SWOT Analysis – Goals

How can I (we) capitalize on my (our)  strengths?  Keep an eye on the job market and look for  ways to move up in our jobs  Keep our network built up

How can I (we) compensate for my (our) weaknesses?  Join a gym  Eat healthier at restaurants

How can I (we) take advantage  of opportunities?  Look for a job closer from home  Start a small internet business

How can I (we) prepare for or prevent the  impact of my (our) threats?  Go to the Gym  Wear sensible shoes  Fix the staircase  Be careful of where we go at night  Have our resumes ready  Research what jobs are out there and get  training if necessary to be prepared  Get earthquake insurance  Get our earthquake kit up-to-date  Build a room onto the house for our  mothers  Make sure our mothers have Life Insurance  and Long-Term Healthcare Insurance  Save money

 

 

 

SWOT Analysis

Strengths	Weaknesses
Opportunities	Threats

 

 

Your SWOT Analysis – Goals

How can I (we) capitalize on my (our)  strengths?	How can I (we) compensate for my (our)  weaknesses?
How can I (we) take advantage of our  opportunities?	How can I (we) prepare for or prevent the  impact of my (our) threats?

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