A) Risk Training:  3-4 hour engaging session covering core concepts (click here for topics), or  full day session which includes group work using David’s customizable risk management template covering all key risk areas.

  • Fee:  $1350 half day.  $2100 full day.  (Plus hst/gst and any travel costs.  If travel time more than 3 hours from Toronto this fee will be customized based on hours of travel.  Saturday or Sunday option possible as well).

B) Creation of Risk Management Plan: Step 1 – 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 – Phone interviews with those not available on-site.  Step 4 – David creates the risk management plan.

The 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:  $5000 plus hst/gst (plus travel costs – and if travel time more than 3 hours from Toronto this fee will be customized based on hours of travel).

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.

  • Fee:  Determined by context (minimum fee is $9000). Plus hst/gst (plus travel costs).

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.

 Let’s connect:
  • Email:  david@nonprofithelp.ca

David Hartley, B.A., C.R.M. (Canadian Risk Management)