**IMPORTANT UPDATE FEB. 18, 2026:  We are now using the power of the best A.I. Tools (e.g. Claude’s Opus 4.6, Perplexity Pro, Gemini 3, ChatGPT 5.2) to assist us in all of our work.  Our strength is engaging facilitation, but now we are using 100x the brain-power to ensure we are providing the most current, most comprehensive information.

A) Non-Healthcare Nonprofit Risk Management 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. 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.

B) David’s “12 Questions to Email Your Insurance Broker in 2026” click here. David spent 7 years training insurance brokers and then directed the Insurance & Liability Resource Centre for Nonprofits for 5 years. This document helps ensure your broker/insurance company is providing strong, necessary coverage at competitive premiums.

C) Healthcare Risk Management Plan – Dashboard Creation / Board & Leadership Training (e.g. for Ontario FHTs, CHCs, NPLCs).  Here is our 2026 Flyer with full details, click here.

• • Human resources and compensation sustainability Example: changes in staffing levels, workload balance, or recruitment conditions that may influence service delivery over time.
  • Physician engagement and partnership stability Example: how physicians participate in team-based initiatives, committees, or shared decision-making.
  • Leadership continuity and succession Example: clarity around coverage, delegation, or transition planning for key leadership roles.
  • Ontario Health Team (OHT) integration Example: how evolving OHT relationships or expectations intersect with local priorities and operations.
  • Administrative and reporting burden Example: the time and effort required to meet reporting or documentation requirements.
  • Organizational culture and interprofessional collaboration Example: how information is shared and decisions are coordinated across different roles or teams.
  • Clinical care coordination and safety handoffs Example: how referrals, follow-ups, or transitions between providers are managed.
  • Cybersecurity and IT resilience Example: preparedness for system outages, phishing attempts, or other IT disruptions.
  • Financial sustainability and overhead pressures Example: alignment between available resources and ongoing operating or facility costs.
  • Equity, diversity, inclusion, and reconciliation Example: ensuring programs and services continue to meet the needs of diverse populations.
  • Privacy and information management Example: clarity around appropriate access to, and use of, electronic information systems.
  • Workplace violence and physical safety Example: considerations related to staff safety in clinics, shared spaces, or community settings.
  • Digital systems and tool integration Example: how well different digital tools work together to support care and operations.
  • Governance capacity and legal compliance Example: board structures, policies, or processes that support effective oversight.

D) Creation of Risk Management Plan (for small and mid-sized organizations): Step 1 – Virtual 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 interviews with those not available on-site (up to 10 total interviews).  Step 4 – David creates the risk management plan.  Step 5 – David provides a virtual 4-hour Risk Management training 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:  Fee based on size of organization 
• Please email David (david@nonprofithelp.ca) for customized rates and a zoom call to review our process and template.

E) 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:  Fee based on size of organization  
• 2025 Testimonial: “This [risk management overview] is a really good document that shows a wonderful grasp of our work and the nuance of our work.”  Margaret Eaton, National CEO, Canadian Mental Health Association, National