Risk Management

A) Risk Training:  Click here for our flyer describing our general 3.5 to 7 hour session covering core concepts (see topics in flyer), or  full day session which includes group work using David’s customizable risk management template covering all key risk areas.

Latest Insurance Resource:  David’s “12 Questions to Email Your Insurance Broker in 2024” click here

Fees:  See training tab for in-person rates.  Contact us for more information, including our virtual training rates for your Board and/or staff leadership.

Testimonial from one of hundreds of organizations we have trained and/or assisted:  “Your risk management advice and resources have been hugely helpful.”  Sharon Galway, Board, Alzheimer Society of Grey-Bruce.  

Additional topics available: 

• • Risk Management – What it is & How to Properly Motivate your Board & Staff to buy into it
  • Risk Management – David’s Suggested Process (every 3 years)
  • Board Risk Management
  • Board Governance
  • Employment Practices 
  • Volunteer Management 
  • Screening and Police Checks
  • Data / Cyber Security
  • Transportation Risk
  • Special Events
  • Waivers and Participant Agreements
  • Fundraising
  • Partnering & Contracting
  • Insurance
  • Crisis Management

B) Creation of Risk Management Plan (for small and mid-sized nonprofits): Step 1 – Virtual/Phone interview with Executive Director/CEO reviewing all core categories of risk, ensuring process and end product meet requirements.  Step 2 – Full day on-site completing 1-on-1 interviews with key staff.  Step 3 – Virtual/Phone interviews with those not available on-site (up to 10 total interviews).  Step 4 – David creates the risk management plan.  *NEW* Step 5 – David provides a virtual 4-hour Risk Management training (2 hours X 2 week day or evening sessions) for your Board and Staff (and other key stakeholders) where David will also reveal what he found though his work and explain how to use the dashboard.  You receive all of David’s current risk management training in a PDF.

The final document is a “living plan” just like our strategic plan in that it is easily updatable, colour-coded and concise.  It lays out: (1) categories of risk, (2) specific identified risks within each category, (3) each with a risk score based on likelihood and severity, (4) each with identified strategies for improvement, (5) each with a “risk owner”, and (6) each with a progress colour code.

• Fee:  $7950 plus hst/gst (this includes travel costs if you are within 2 hours one-way from our near Pickering location – otherwise this fee will be customized based on total hours of travel).
• Note 1 – Health Care Nonprofits (e.g. Ontario FHTs) – please email David (david@nonprofithelp.ca) for customized rates and template.
• Note 2 – the above product does not include additional items that are found in the next option “C”.

C) Intensive Risk Management Plan creation: three to five days on-site (interviewing, detailed review of board & operations risk policies, website and social media, program visits, etc.) completing an on-site operational risk assessment in all core risk areas.  David will provide a customized Risk Management Plan with Policy Amendments.  This is everything in Part B as well.

• Fee:  Determined by context (minimum fee is $10950 plus hst/gst). Plus travel costs – and if total travel time more than 2 hours one-way from our near Pickering location this fee will be customized based on hours of travel.

FREE RESOURCE:  David spent 7 years training insurance brokers and then directed the Insurance & Liability Resource Centre for Nonprofits for 5 years.  Please email to request his latest “Top 12 questions Nonprofit leaders need to email their insurance broker before their renewal”.  This helps ensure your broker/underwriter is providing strong, necessary coverage at competitive premiums.