Risk Management

As managers, board members and staff of nonprofit organizations, we all face questions of how to prepare our organizations for the future. Every day we are presented with potential threats and opportunities in our ability to deliver on mission and be of service to our communities.  

With the right tools and resources and some time to think it through, effective risk management is readily within grasp for any organization, large or small. At IntegralOrg, our goal is to help leaders of organizations of all sizes to think critically and proactively about risk, moving beyond some of the traditional approaches towards an accessible, ongoing, and collaborative culture around risk management.  

Risk Management planning allows organizations to prepare for uncertainty
and build resiliency with greater foresight of potential disruptions. 

Our suite of supports will help your organization build a dynamic framework for identifying, assessing, planning for, and responding to common risks related to people, assets, finances, programs, reputation, as well as other unique risks to your operations. Going beyond a written plan, board and staff will work together to build the culture, processes, and structures required to effectively manage potential threats and opportunities.  

 


 

Risk Management Toolkit

IntegralOrg's Risk Management Toolkit is a new resource that helps your nonprofit organization assess its capacity to manage risk through a series of quizzes and a risk management dashboard customized to your organization.  

The toolkit allows you to assess your organization's capacity to manage risk in such categories as: Staff & Volunteer Risk; Financial & Funding Risk; External & Reputation Risk; Operational & Program Risk; Governance Risk; Legal & Compliance Risk; and Strategic Risk.

Each completed quiz generates an indicator on your organization’s dashboard along with a written description of results in that category. The customized dashboard supports the risk management champions in your organization to track and monitor their progress in the development of best practices and proactive strategies within major categories of risk. Overall gauges in Policy, Compliance, and Skills & Competency are influenced by answers across all risk categories.

In addition to the questions and results, the toolkit contains definitions of key terms and legislation, as well as recommendations and resources that will help your organization continue its risk management journey.


 

Training

Effective risk management is an important investment in the face of continuing uncertainty; it is worth the effort and is essential to advancing the missions of the organizations we serve. 

Whether you know that your organization needs a risk management plan but are not sure where to start or you have some basics in place and want to take your plan to the next level, this training will provide you with the building blocks for a comprehensive and effective risk management plan, customized for your organization and its unique risk profile.  

 

Embracing Risk: Building Blocks of Risk Management

Designed for management, board, and staff, this training is divided into two half-day sessions, held two weeks apart to allow for reflection and integration as you learn. Organizations are encouraged to register with two participants, one from each of their board and staff teams.  

This is a highly participatory workshop, incorporating your real-life situations and pulling from the experience of the group. Participants should come ready to engage with interactive group work and live discussion with the facilitator.    

Two half-day sessions: Cost $150 (second registrant from an organization: $125) 

Session 1:  An overview of risk management, the process, and useful tools and resources to identify, evaluate, and prioritize risks for your organization. 

Session 2:  Emerging risks for the nonprofit sector, strategies to mitigate against the most important risks facing your organization, the role of the Board, and how to inspire a risk aware culture. 

Upcoming Dates

November Workshop: Session 1: Tuesday, November 16, 9am-12pm; Session 2: Tuesday, November 30, 9am-12pm  

Registration for the workshop includes Sessions 1 and 2. Attendance at both sessions is required for participants to gain the full benefit of the training. The group will be limited to 16 participants. 

 Register Now

 

Engaging Risk Learning Series

This is an ongoing learning series delving into specific categories of risk that nonprofits and charities told us are top-of-mind in the advancement of their risk management planning.

 

Engaging Risk Learning Series:Strategic Risk

Is your organization prepared to take strategic risks to advance its mission?

The landscape that nonprofit organizations operate within has changed dramatically and rapidly over the past two years. Leaders are having to make critical decisions that will impact the future and sustainability of their organizations. Despite strong foundations, a vital mission and dedicated staff are not enough to insulate organizations from the risks that lie ahead!

As the pace of change accelerates, we tend to spend time on operational risks, when there are bigger risks - and greater opportunities – that are strategic in nature.

Strategic risks include:

  • Leveraging opportunities to advance your mission
  • Operating without clearly defined strategic priorities
  • Not examining assumptions underlying strategic decisions
  • Not tailoring services based on current and future community needs
  • Not attending to external trends and how they might affect your organization’s operations or funding

Strategic risk management requires thinking about a wide range of future possibilities and being willing to take risks for the good of those you serve in the face of an unknown future. These risks are not managed by rules and policies, but through approaches designed to assess and reduce the probability of negative impacts and leverage opportunities for positive outcomes.

Designed for senior leaders and board members who have a solid understanding of the basics of risk management, this three-hour session provides tools and resources to assist in identifying, managing, and leveraging strategic risks. In this highly participative workshop, we will work through real-life scenarios and learn from each other. Participants should come prepared to share their strategic opportunities and threats and engage in dynamic discussions with other leaders across Alberta.

This is a highly participatory workshop, incorporating your real-life situations and pulling from the experience of the group. Participants should come ready to engage with interactive group work and live discussion with the facilitator.   

One-session workshop: Cost $100, 3 hours instruction + resources & templates.

Upcoming Dates

December Workshop: Wednesday, December 8, 2021

Organizations are encouraged to register with two participants, one from each of their board and staff teams. Register a second participant from your organization and receive a $10 discount on your second ticket. Use promo code SECONDSAVE10 with two tickets in your cart at checkout.

The group will be limited to 16 participants. An Outlook invitation with Zoom link will be sent to all registrants in advance of the training.

 Register Now

 

Engaging Risk Learning Series:Cyber Risk

This workshop is the first in an ongoing learning series delving into specific categories of risk that nonprofits and charities told us are top-of-mind in the advancement of their risk management planning.

Cyber-attacks are becoming increasingly prevalent in the digital environment, and nonprofits and charities of all sizes are especially susceptible in ways you might not suspect.

There are many serious risks associated with operating and storing information online, and the overall fatigue facing the sector may contribute to a lack of informed behavior in the digital space. With employees working from home and many programs shifting to virtual delivery, are you taking the necessary steps to keep your organization safe? Do you know what to do in the event of a breach, or how to engage your Board in the governance and oversight of cybersecurity risk? 

Designed for operational-level leadership staff and executive directors who have a solid understanding of the basics of risk management, this training will focus on identifying, protecting, and responding to cybersecurity risks. We recommend prior participation in IntegralOrg's Building Blocks of Effective Risk Management to gain a foundational understanding of risk management.

Presented in conjunction with cyber risk experts, this training is divided into two half-day sessions, held one week apart to allow for reflection and integration as you learn. Full of tools, tips and resources, the workshop will be highly interactive and incorporate real-life situations.

Two half-day sessions: Cost $200

Session 1:  This session will have an operational focus: an overview and framework for approaching cyber risk, responsibilities and expectations of staff and IT support providers, and useful tools to identify your organization’s current cyber risks and vulnerabilities and build protection against them. We will be joined by Greg McKiernan, CEO of DeltaForm Technologies, which helps nonprofit organizations and small businesses with network security, administration, cybersecurity, and solution optimization.

Session 2: This session will have a governance and management focus: responding to and recovering from threats and attacks, the benefits and limitations of cybersecurity insurance, and roles and responsibilities between leadership and Board. Participants will work in groups to formulate a response to a hypothetical cyber-attack, and prepare a cybersecurity briefing to the Board in support of their role in governance and oversight. We will be joined by Charles Buchanan, CEO of Technology Helps, a Calgary-based Canadian social enterprise that aims to end technology poverty in the nonprofit sector. 

Upcoming Dates

January Workshop: Wednesday, January 12, 2022, 9am-12pm; Session 2: Wednesday, January 19, 9am-12pm  

Registration for the workshop includes Sessions 1 and 2. Attendance at both sessions is required for participants to gain the full benefit of the training. The group will be limited to 16 partipants.

 Register Now

 


 

Trainer Leslie Tamagi has more than 25 years experience as CEO of diverse organizations and understands firsthand the complex challenges facing management, staff, and boards in the nonprofit sector. In 2007, she received a Muttart Foundation Fellowship to study risk management in the sector. For more than a decade she has worked with nonprofit organizations, providing training and supporting them through their risk management journeys. She is passionate about supporting leaders to be successful and is currently consulting in the nonprofit sector in many aspects of leadership, including risk management.