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.  

IntegralOrg's risk management training is intensive, comprehensive, and interactive. Click to watch a four-minute sample, featuring trainer Leslie Tamagi instructing Embracing Risk: Building Blocks of Effective Risk Management.

 

Embracing Risk: Building Blocks of Effective Risk Management

This two-session virtual training is run by IntegralOrg regularly throughout the year. It is an ideal starting point for organizations looking to bring greater definition to what the practice of risk management should look like at both the nonprofit board and staff levels. Participants will come away with a deeper understanding of both the basic and more advanced components of the practice and be equipped with practical tools and resources to get started on their risk management journeys.

Session 1:  Fundamentals of risk management; Enterprise Risk Management Framework; Enterprise Risk Management Process: How to identify, evaluate, and prioritize risks for your organization; Useful tools, resources, and templates to support your risk management program.

Session 2:  New thinking in the field of risk management; Emerging risks for the nonprofit sector; Building strategies to mitigate against your most important risks; Reporting and documentation; The role of the board and how to inspire a risk aware culture.

Two half-day sessions: Cost $200
Two registrations from the same organization, receive $15 off each ticket. 
If your organization already had someone participate in Embracing Risk and would like to send another team member to this training, they are eligible for the alumni discount. Receive $25 off their ticket.

Upcoming Dates

Fall 2022 dates TBA.

 Full Details and Registration


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:Governance Risk

Effective governance practices can ‘make’ or ‘break’ a nonprofit mission.
Risk management and good governance go hand in hand.  
- Nonprofit Risk Management Center

For organizations of every size and scope, taking the time to make sure the board and senior management are aligned on risk and risk management is critical.

As a nonprofit leader, how can you support your board to be a thought partner on your risk management journey? How can you focus your board on the key threats and opportunities related to your strategic priorities? And, as a board member, do you understand your oversight role and how you can fulfill it?  

Recommended for both a member of your board and of the senior staff team attend together to create alignment and a common vision of risk management, this three-hour workshop focuses on governance risk including: 

  • Governance responsibilities and the respective roles of board and senior leaders in effective risk oversight
  • How to build and keep a healthy, well-functioning board
  • Legal and compliance risks facing nonprofits and charities
  • Practical tips to inspire risk leadership  

Facilitators: Mike Grogan, President & CEO of IntegralOrg and Leslie Tamagi, Consultant and Risk Management Trainer for IntegralOrg

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

If anyone from your organization has completed IntegralOrg’s introductory Embracing Risk training, you are eligible for the alumni discount on all Engaging Risk Learning Series workshops. Receive $15 off each Learning Series ticket. 

Organizations are encouraged to register with two participants, one from each of their board and staff teams. Two registrations/same organization: Receive $5 off each ticket. 

Upcoming Dates

Fall 2022 dates TBA.

 Register Now

 

Engaging Risk Learning Series:Cyber Risk

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 serious risks associated with communicating and storing information online, heightened by a lack of informed behavior in the digital space. Are you taking the necessary steps to protect your technological assets and the personal information of clients and donors? Do you know what to do first in the event of a breach? Or are you crossing your fingers and hoping that it just won’t happen to you?

Designed for operational-level staff, leadership, and IT administrators, this two-session virtual training will build your organization’s cyber literacy, equip you for conversations among end-users, technology managers, and decision-makers, and provide an opportunity to learn from organizations dealing with similar challenges. 

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.

Two half-day sessions: Cost $200

Session 1: Fundamentals of risk management; Framework for approaching cyber risk; Trends and themes in cyber risk; Safeguard your information & data: How to identify, protect, and detect cybersecurity risks; Roles and responsibilities: Expectations of staff and IT support providers; Useful tools and resources to enhance your cybersecurity program. Guest Facilitator: Greg McKiernan, CEO of DeltaForm Technology with Leslie Tamagi, Consultant and Risk Management Trainer for IntegralOrg

Session 2: Response planning to threats and attacks; Recovery strategies; Group exercise: Responding to a hypothetical cyber-attack; Benefits and limitations of cyber risk insurance; Governance and cyber risk: Role of senior leaders and the board; Templates for security incident response and suggestions for policy development. Guest Facilitator: Charles Buchanan, CEO of TechnologyHelps with Leslie Tamagi, Consultant and Risk Management Trainer for IntegralOrg.

If anyone from your organization has completed IntegralOrg’s introductory Embracing Risk training, you are eligible for the alumni discount on all Engaging Risk Learning Series workshops. Receive $15 off each Learning Series ticket. 

Organizations are encouraged to register with two participants, one from each of their board and staff teams. Two registrations/same organization: Receive $10 off each ticket. 

Upcoming Dates

TBA 

 Register Now

 

Engaging Risk Learning Series:Strategic Risk

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

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 risk management requires thinking about a wide range of future possibilities and being willing to take informed risks for the good of those you serve in the face of an unknown future.

Strategic risks include operating without clearly defined strategic priorities, not examining assumptions underlying big decisions, and not attending to external trends and how they might affect your organization’s operations or funding. Risks of this nature 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 workshop includes latest sector-data, practical tools, and the opportunity to connect with other community leaders facing similar challenges.

Workshop Overview

  • Fundamentals of strategic risk management
  • Trends impacting the nonprofit sector
  • Scenario planning
  • Group exercise: Scenario planning put into practice
  • Contingency mapping
  • Role of the board in strategic risk management
  • Importance of culture

Facilitators: Mike Grogan, President & CEO of IntegralOrg and Leslie Tamagi, Consultant and Risk Management Trainer for IntegralOrg

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

If anyone from your organization has completed IntegralOrg’s introductory Embracing Risk training, you are eligible for the alumni discount on all Engaging Risk Learning Series workshops. Receive $15 off each Learning Series ticket. 

Organizations are encouraged to register with two participants, one from each of their board and staff teams. Two registrations/same organization: Receive $5 off each ticket. 

Upcoming Dates

TBA

 Register Now

 


 

Customized In-House Training

If you would like customized risk management training for your board and/or staff, please let us know. This training will be tailored in length, format, and to your organization’s unique circumstances. If customized training is of interest to you, please contact Mike Grogan, IntegralOrg President & CEO, at mike@integralorg.ca