A) Risk Training:  3.5 to 7 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.

B) Creation of Risk Management Plan (for nonprofits with less than 75 FTE staff): 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 total travel time more than 2.5 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 designation)