INSPIRATION: FINANCE TASK TEMPLATES

Risk management

We all appreciate the importance of good risk management, but keeping track of all of the risks that could impact your business and clients as well as putting a proper plan in place to manage those risks can be a complex and time consuming process. Keep all the important details in one place, using GetBusy to easily allocate risk mitigation actions, monitor progress and store key files. You won’t need to think about what comes next in the process, or risk missing out crucial steps, by creating your own task templates to map out your approach to managing risk for your organisation or clients. And you can securely share specific information about your risk management strategy with colleagues, partners and third parties as needed.

Example task templates for risk management processes

This list provides a place to start with the types of tasks you might want to create templates for. Click on any of the below to create them as tasks in Workiro:

Arrange meeting with key stakeholders

Discuss risk appetite

Identify business risks (financial, reputational, IT, political, etc)

Identify owners for each risk

Assess the impact each risk might have if it occurred

Rank risks in priority order

Agree treatment for each risk (transfer, avoid, retain, control)

Identify potential 3rd parties for risk transfer‍

Identify mitigating actions for risk control

Re-assess likelihood and impact once controls are in place

Re-prioritise residual risks (reflecting the control measures)

Create a risk management plan