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.
- Email: firstname.lastname@example.org
David Hartley, B.A., C.R.M. (Canadian Risk Management)