Internal Leadership
CEO, COO, CFO, key successors. The people who run the org day-to-day.
Board & Outside Advisors
Board chair, attorney, accountant, executive coach, banker, insurance broker.
External Critical Contacts
Top customers/members, key vendors, regulatory contacts. People the org cannot operate without.
Family & Personal
Spouse, exec assistant, primary doctor, family members who must be reached first.
Facilities & IT
Building manager, alarm company, IT vendor, key software admins, password vault custodian.
Extra notes
Where keys are kept, alarm codes (or where to find them), where the original will is stored, where the password vault lives, etc.
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