5 Keys to a Useful Safety Plan

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Are you planning a remote wilderness expedition? When it comes to creating a safety plan, a written document can only get you so far. There is no replacement for experience, skills and good decision making for preventing and managing an incident. However, if you have a safety plan in place, it will help you better assess risk, have a centralized location for important information (like emergency contact numbers) and help you communicate clearly with off-trip support.

To help you better prepare for your next expedition, here's a Icon template (112.5 KB) of a Safety Plan that we use for Boreal River.

To provide you with some context, in the sections below we use examples from an expedition organized on the Magpie River with the Tip of the Toes Foundation in the summer of 2016. Planning a trip for 29 people to undertake one of the best whitewater expeditions in Canada takes careful preparation and planning.


Here are the 5 keys to help you create a useful safety plan:


Make sure your plan is easy to access—by you and your support network

We like to keep all details we need quick access to in one document. The trip leader prints off copies to bring on the expedition but also distributes it to:

  • off-trip logistics and support people
  • emergency services / transport services
  • related parties

The cover of the trip plan usually has important details such as: group name and dates, staff team contacts, key emergency numbers, and other resources.


Safety and evacuation plan for wilderness river expedition

Safety and emergency plan for wilderness river expedition


Write out your procedure for communications and evacuations. For example, with Boreal River we classify and communicate about incidents with three phrases:

  • Emergency
  • Minor
  • Everything's ok

An emergency situtation is one that is life or limb threatening and time sensitive. We would request outside help from emergency services such as the police, ambulance, or army.

A minor situation is usually an evacuation of a person off of the trip which requires non-emergent support and transport.

Everything's ok is used when no immediate help is required from resources outside of the expedition. There might have been an incident that needs to be communicated about, a request for resources later, an update, etc.

We like these terms because they sound distinct from one another. We wouldn't want confusion about the severity of the situation when calling out from a poor setellite connection; or a case of 'broken telephone' as the message is passed from one person to another.

Other organizations use different terms such as Red Situation and Green Situation.

Regardless, on your Safety Plan, write out your procedure for each level of incident:

  • Who to call first, second, etc.
  • What to say
  • What should your off-trip support people do?
  • How will transport work?

You should plan out what communication device(s) you will carry. IIn Canada it is becoming a best practice for commercial expeditions to carry two devices: a primary and a backup. Do you need spare batteries or the ability to recharge? Make sure to practice using your radio, sat phone, or locator beacon so that you don't have any troubles in the midst of an incident.


Safety and emergency plan for wilderness river expedition



Your Safety Plan should have a list of all group members. Collecting the information in advance is probably useful:

  • Cell numbers and emails can be useful for communication before the expedition
  • Emergency contact names and numbers of relatives or friends that should be reached if there is an incident on the trip
  • Pertinent medical concerns, allergies, birthdate, weight, and health insurance policy numbers can all be important information to have quick access to for medical incidents


Safety and emergency plan for wilderness river expedition



It is way easier to figure out grid coordinates in advance rather than reading them off of your map or GPS unit during an incident—at night—in a storm—when the bears are coming! You'll appreciate this part of the resource if you are calling out to a transport company or emergency service during the expedition.

Include grid locations for probable campsites, major features, and evacuation points such as roads or known landing zones.

Your route plan will help the outside world know where you are, or at least where you're supposed to be in case they need to reach you.


Safety and emergency plan for wilderness river expedition


Don't just have a plan, practice executing it. Before the season, our staff team goes out into conditions as realistic and close to the real thing as possible. We run through a series of minor and emergency incidents. We practice everything from whitewater rescues and transport to medical treatment to making sat phone calls. Our base support people practice answering the calls and responding on their end.

After each simulation, we talk about what went well, where we can gain efficiency, how to prevent similar incidents, and any equipment that was useful or lacking. Then we do it again. And again.

Through this we learn things that influence our decision making on expeditions. Sometimes a scenario is just so difficult to deal with, that the staff team realizes that we are better to adjust our activity or route.

After a training day, we revise our safety plan based on what we've learned.

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