Emergency Plan Template

Disclaimer

The information in this document is based on the current understanding of the issues presented. It does not necessarily apply in all situations, nor do any represented activities ensure complete protection as described. Although reasonable efforts have been made to ensure that the information is accurate and up to date, the publisher, Canadian Conservation Institute (CCI), does not provide any guarantee with respect to this information, nor does it assume any liability for any loss, claim or demand arising directly or indirectly from any use of or reliance upon the information. CCI does not endorse or make any representations about any products, services or materials detailed in this document or on external websites referenced in this document; these products, services or materials are, therefore, used at your own risk.

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Introduction

The Canadian Conservation Institute (CCI) created this template to make it easier for heritage institutions to prepare an emergency plan to protect their collections. The template indicates the type of information that any emergency plan should include and provides generic text that may suit the needs of many kinds of heritage institutions. The template is designed to be used with the Emergency Response Planning Manual and the associated worksheets.

If you are starting an emergency preparedness and response program from scratch, you may wish to adopt and customize this template. If you already have an emergency plan, you may find ways to improve it by comparing your plan to this template. A good emergency plan need not be identical to this template. Ultimately, your emergency plan should reflect the unique needs and circumstances of your institution.

Instructions

To use this template, download the Word document. The text below summarizes the content of the template but not its form. You may wish to use the entire template or copy sections into an existing emergency plan document. Add heading styles to the document so that you can easily create a table of contents. Insert a footer with page numbers, so that the document will function in print as well as electronic format. Add a title page that includes your institution’s name, a title and the date of the current version. Feel free to personalize the fonts and arrangement of the document to match other institutional documents.

Within the text of the template, further instructions are given in square brackets. Once you have completed each section, delete this text from your plan.

In this template, we use the word “object” to indicate collection objects of any kind. As you edit the template, you may wish to replace this word with terms that better fit your collection, such as “artifacts,” “artworks,” “archival records” or “natural history specimens.”

Emergency response team

This section of the Word template is composed of a series of tables to capture the names and contact information of anyone within the institution and in the community who could assist with response to emergencies. Roles and services that could be included are listed below and can be edited in the Word document as needed.

Incident management team

The members of the incident management team will lead the emergency response for the institution. They will be assisted by other staff, volunteers and advisors.

In the Word document table, record the names and phone numbers (work and cell) for each incident management team lead and alternate:

Staff and volunteer call lists

These lists include people who are not on the incident management team but who could assist with response to emergencies as advisors or workers. When calling people after hours, find out how long it will take each person to arrive on the scene. Ask volunteers how much time they will be able to give to the response effort.

In the Word document tables, record the name and phone numbers for each person. For staff, include the job title and function or department, such as the following:

For volunteers, note any specific skills or constraints that might affect their ability to contribute. For external advisors, list their role or expertise.

Emergency contacts

In the Word document tables, record the name and phone numbers for each service or person.

First responders

Include first responders whose will respond to calls to 911:

Utilities and building services

List the company, contact name and phone number for utilities and building services, such as the following:

Emergency management organizations

Record the contact information for local and regional emergency management organizations, such as the following:

Insurance and risk management

List the company, contact name and phone number for insurance and risk management services, such as the following:

Health and safety

List the company, contact name and phone number for health and safety services, such as the following:

Emergency recovery contacts

In the Word document tables, list the company, contact name and phone number for each service or person who could contribute to emergency recovery.

Conservators

Include the names and phone numbers for conservators from outside of your institution who have the expertise to treat the types of objects in your collection, such as the following:

Building restoration

List the company, contact name and phone number for building restoration services.

Document and data recovery

List the company, contact name and phone number for companies that provide the following services:

Trades

List the company, contact name and phone number for local tradespeople, such as the following:

Moving or transport services

List the company, contact name and phone number for moving or transport services, such as the following:

Off-site space (temporary workspace and storage)

List the company, contact name and phone number for companies that can provide off-site storage or workspace, such as the following:

Immediate response procedures

In the Word document, edit the text of the procedures, delete those that are unnecessary and add additional ones as needed.

Evacuation – All staff and visitors

Proceed as follows upon hearing an alarm or evacuation order:

Evacuation – Floor sweepers

Floor sweepers are the people responsible for checking all areas of a building to inform occupants that an evacuation is underway.

Proceed as follows upon hearing an alarm or evacuation order:

Shelter-in-place

Proceed as follows for a shelter-in-place:

Lockdown

Proceed as follows for a lockdown:

Extended closure

Proceed as follows in case of an extended closure:

Fire

Proceed as follows if you find a fire:

Power failure or shutdown

Proceed as follows in case of power failure or shutdown:

Water leak

Proceed as follows if you find a water leak:

Flood

Proceed as follows if there is a flood watch:

Proceed as follows if major flooding is likely:

Earthquake

Proceed as follows if there is an earthquake:

Severe weather

Proceed as follows if a weather watch is issued:

Proceed as follows if a weather warning (severe storm, hurricane, tornado) is issued:

If severe winds are imminent, initiate a shelter-in-place:

Hurricane

Proceed as follows if a hurricane warning is issued:

Wildland fire

Proceed as follows if a wildland fire warning is issued:

Criminal acts

Proceed as follows in case of criminal acts:

Serious injury or illness

Proceed as follows in case of serious injury or illness:

All-hazards incident management procedures

All-hazards procedures by type of incident

In the tables in this section of the Word template, indicate the role name of the team member or members responsible for each all-hazard procedure listed. Edit, add or delete procedures as necessary.

Procedures for all incidents

Procedures for when the media is involved

Procedures for when the incident requires closure of the building

Procedures for when the incident results in damage to collections and/or property

Procedures for when the response takes longer than a few hours

Procedures for when the building is inaccessible for hours or days

Procedures for when the building remains inaccessible for weeks or months

Procedures for when the building remains inaccessible during a community-wide emergency

All-hazard procedures by role within the incident management team

In the Word document, delete unnecessary roles. Edit procedures to match those in the tables by type of incident as described above. Edit role names, if necessary.

Response lead (two-person team)

Proceed as follows for all incidents:

Proceed as follows for community-wide emergencies:

Proceed as follows when collections and/or property are damaged:

Response lead (three or five-person team)

Proceed as follows for all incidents:

Proceed as follows for community-wide emergencies:

Proceed as follows when collections and/or property are damaged:

Logistics lead (three-person team)

Proceed as follows for all incidents:

Proceed as follows when property is damaged:

Logistics lead (five-person team)

Proceed as follows for all incidents:

Proceed as follows when the incident causes damage to property:

Proceed as follows for community-wide emergencies:

Facility lead (five-person team)

Proceed as follows for all incidents:

Proceed as follows when property is damaged:

Collections lead

Proceed as follows for all incidents:

Proceed as follows when collections are damaged:

Collections assistant (five-person team)

Proceed as follows for all incidents:

Proceed as follows when collections are damaged:

Director or CEO of the institution (if not a member of the incident management team)

Collections response strategies

This section of the template includes text for general strategies related to collections response. The text in the Word document can be used as is, edited, if needed, or replaced with information from another model. Edit role names, if necessary.

The following procedures are to be used as guidelines for responding to an emergency when collections are directly affected. The collections lead will manage all collections evacuation, salvage and recovery efforts. Other collections and conservation experts will be consulted as required.

Collections evacuation, salvage and recovery will be conducted in a manner that does not put the health and safety of any persons at risk. Appropriate PPE will be provided.

Re-entry check

Proceed as follows when the emergency has required evacuation and may have resulted in building damage:

Initial damage assessment

When an emergency is likely to affect collections, damage will be assessed prior to developing a salvage plan. When the area is safe to enter, overall damage to the collection will be assessed initially by the response lead and the collections lead.

Damage will be documented using:

Preparation for salvage

Once the overall stabilization needs of the collections are understood, the collections lead will manage the planning and implementation of collections salvage:

Initial planning may begin before the initial damage assessment if the building remains inaccessible.

Salvage procedures

Triage

The goal of an emergency collections salvage plan is to preserve as much collection value as possible. When more than a few objects are affected, salvage actions will be organized to give precedence to those of higher value.

Proceed as follows when it is possible to move objects safely to prevent damage:

Proceed as follows when an emergency affects many objects of both high and average value, and all objects are equally accessible:

Proceed as follows when the incident obstructs access to objects:

Proceed as follows when an emergency threatens the preservation of vital institutional records:

Consult Appendix 8: Salvage priorities list for the current list of priority objects and collections.

Protecting collections

Proceed as follows when an emergency puts collections at risk of further damage:

Documenting collections

During salvage and recovery, document the condition, treatment and movement of collections as follows:

Moving collections

Proceed as follows when advance notice is given for an emergency such as a [select those that are appropriate: hurricane, overland flood or wildland fire]:

Proceed as follows when collections need to be moved:

Proceed as follows when objects are moved out of an affected building:

Any movement of collections will meet the following requirements of our insurance policy:

Packing collections

Proceed as follows when collections must be moved out of the building:

Buying time

Proceed as follows when objects or records damaged by water cannot be safely stabilized due to their number, their material properties or a lack of space:

Salvage cleaning of collections

Proceed as follows when objects or records are soiled by dirty or muddy water or by soot:

Salvage drying of wet collections

Proceed as follows when objects or records are damaged by water:

Conservation treatment of objects

Proceed as follows when stabilized objects or records may not be ready for use or exhibition:

Rehousing collections

Proceed as follows when storage or display supports and enclosures are damaged:

Temporary storage of collections

Proceed as follows when evacuated or stabilized objects cannot be returned to their previous storage or display location for some time:

Deaccessioning severely damaged objects

Proceed as follows when objects or records are so severely damaged that they are not salvageable:

Emergency supplies and equipment

This section of the Word template is composed of a series of tables that list supplies and equipment that are very useful when responding to emergencies. In the Word document, edit details or insert additional items as needed. For each item, identify at least one vendor category and add contact information to the “Emergency supplies and equipment suppliers” table that follows the supplies and equipment tables. For items that will be kept on hand, record the location where supplies and equipment are stored under “Stock location” in the Word document tables.

Health and safety

Clothing and personal protective equipment

The table on clothing and PPE includes the following items and suppliers:

First aid

The table on first aid includes the following items and suppliers:

Project management

Communication

The table on communication includes the following items and suppliers:

Security and access control

The table on security and access control includes the following items and suppliers:

Workspace

The table on workspace includes the following items and suppliers:

Protection and restoration of the building

Climate control and monitoring

The table on climate control and monitoring includes the following items and suppliers:

Hazard protection

The table on hazard protection includes the following items and suppliers:

Remediation

The table on remediation includes the following list of items and suppliers:

Collections salvage and recovery

Protecting collections during salvage

The table on protecting collections includes the following items and suppliers:

Documenting collections during salvage

The table on documenting collections includes the following items and suppliers:

Maintain an up-to-date inventory of the collection to support documentation when responding to emergencies that affect collections.

Packing and moving collections during salvage

The table on packing and moving collections includes the following items and suppliers:

Buying time during salvage

The table on buying time includes the following items and suppliers:

Salvage cleaning

The table on salvage cleaning includes the following items and suppliers:

Salvage drying

The table on salvage drying includes the following items and suppliers:

Suppliers of emergency supplies and equipment

In the “List of suppliers” table in the Word template, record the names of one or more companies, their phone number and website address, and any useful notes on specific supplies and equipment sold or useful ordering details for each supplier category, including:

Stocked supplies and equipment

Emergency supplies kit

In the Word template, create a list of items from the emergency supplies and equipment tables above that are stocked on site in emergency kits. Indicate the location of the kit and the amount or number of each item stocked in the kit. Use the last column in the table for annual inventory checks.

General supplies and equipment

In the Word template, create a list of items from the emergency supplies and equipment tables above that you have or will stock on site by storage location. Indicate the amount or number stocked. Use the last column in the table for annual inventory checks.

Training plan

In the Word template, insert a short paragraph indicating the type and frequency of training that will be provided to the incident management team and to other staff and volunteers who could assist with response to emergencies.

Updating the emergency plan

In the Word template, insert a short paragraph indicating how often the emergency plan will be updated, by what date, by whom and who approves the revision. Also state that the plan will be reviewed and updated after any major emergencies.

Appendices

Appendix 1: Floor plans

Insert your institution’s floor plans here in the Word template. Indicate the location of evacuation routes, “sweeper” zones, meeting points, utility shut-offs, fire alarm pulls, extinguishers and first aid kits on the plans.

Appendix 2: Initial damage assessment – Building or property damage

Four tables are provided in the Word template to be used as checklists for documenting the severity of damage or hazards, whether imminent, minor or major during an initial damage assessment. Modify each table as needed or insert an alternate form. At the top of each form, you would record the nature of the emergency, the building in which it occurs, the location within the building, the date and time this information was recorded and the initials of the person filling it out.

The first checklist is for documenting property damage, including the following:

Appendix 3: Initial damage assessment – Health and safety hazards

The second checklist is for documenting health and safety hazards, including the following:

Appendix 4: Initial damage assessment – Overall collection damage

The third checklist is for documenting overall collection damage. In addition to severity, the form captures the collection categories affected and whether salvage priorities are affected for the following types of damage:

Appendix 5: Initial damage assessment – Overall type and degree of collection damage

The fourth checklist is for documenting the overall type and degree of collection damage. In addition to severity, the form captures the presence of salvage priorities as well as the number or percentage of objects affected by water, fire or soot, or physical damage by the following collection categories (or a similar list suitable for your institution):

Appendix 6: Salvage planning checklist

This table in the Word template is a checklist that can be used to determine which emergency response actions are needed to stabilize and recover collections. It provides space to record how this might be done. The table includes the following response actions and criteria:

Appendix 7: Salvage planning form

This table in the Word template can be used to draft a salvage action plan. Specific tasks for each of the response actions listed in Appendix 6: Salvage planning checklist are categorized as “First tasks,” “Next tasks,” “Later tasks” and “Recovery tasks.”

Appendix 8: Salvage priorities list

This table in the Word template lists objects or small collections that are considered salvage priorities for your institution. For each collection or object, the following information is recorded:

Appendix 9: Location tracking form

This table in the Word template can be used to track object location during an emergency response. For each object, the following information is recorded:

Appendix 10: Salvage record form

This table in the Word template can be used to document the actions required for specific objects. For each object, the following information is recorded:

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2026-08-17