Charities: Risk Management Checklist
An informative round-up of tips for charities and non-profit organisations to get ahead and level up their risk management game for 2022!
Advance
Keeping track of your organisation
An online tool to help you simplify and improve governance and compliance in your organisation.
Book a demo Download brochureEnergise: Advance
An online tool to help you manage your governance and compliance activity. Built around a model of transparency and continual improvement, it allows everyone in your organisation to actively engage with improvement.
Assess your organisation against standards and frameworks, all whilst capturing evidence in a single place and tracking areas which need improvement. Manage your risks by assigning risks and actions to different groups within your organisation allowing them to take control.
Have a single action plan which combines your compliance and risk activity in one place, measuring the impact of all the activities you undertake.
Compliance
Energise Advance helps trustees to manage their charities' relationships with the Charity Commission, with a view to achieving their desired outcomes in a cost-effective manner.
The compliance functionality enables you and your team members to view the up-to-date frameworks and regulations to ensure strong compliance.
You can create your own frameworks or select from a pre-existing template. Examples include:
- Charity Commission
- CQC
- Ofsted
Action planning
With features such as the ability to quickly formulate actions plans, create control frameworks, engage in collaborative activity while identifying and recording risks, the Action Planning function provides your charity with a cost-effective solution to manage your risks and assurance requirements, for both small and large charities.
Risk management
The risk management function allows you and your team members to collaboratively build a risk register to meet your requirements. It enables risks to be amended, saved and reconfigured quickly as and when needed, allowing everyone in your organisation to get involved while eliminating the headache of admin and errors.
Meeting management
The meeting management function allows team members to pull together all actions and risks in one central place and compile meeting attendance reports.
It provides actionable steps that can be undertaken in a simple, easy-to-manage system.
Conflict of interest
A conflict of interest is any situation in which a trustee's personal interests or loyalties could, or could be seen to, prevent the trustee from making a decision only in the best interests of the charity.
It is good practice for a charity's governing document to include provisions to deal with conflict of interest situations and a charity should be keeping a register of all these conflicts so they can be managed and mitigated
Energise:Advance allows you to track and monitor any conflicts of interest that you might have in one central place and be updated accordingly with regulations and frameworks as they change.
We have different versions of Advance
but which one is right for you?
Community Edition
Designed specifically for micro/small charities and education providers, this option contains everything a small charity needs to get started. Choose your compliance framework and you are ready to go.
Free
- Manage your compliance against a single framework
- Collaborate with colleagues and stakeholders
- Manage Risks and Actions
Standard Edition
For larger charities, more complex or commercial organisations, allowing access to multiple frameworks and the ability to track and monitor against business units and teams.
£199
(+ VAT) GBP / monthly
- Multiple frameworks
- Mirror your organisation structure
Have questions or wish to book a demo?
Advance is the perfect tool to help manage your compliance and governance processes. Book a demo with one of our Experts who can explain more.
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Providing technology solutions for charities, not-for-profits and education providers - helping them to deliver exceptional service to their users
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0117 4573283