protect-biz for non-profits

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Page 1: Protect-Biz for non-profits
Page 2: Protect-Biz for non-profits

One of our challenges today

Many people carry the banner of Risk

Management

This form of Risk Management is different from

any you have seen before

Page 3: Protect-Biz for non-profits

Our future is...unpredictable

You know how our plans can be turned upside

down by the unexpected?

Key employee disabled due to an auto accident

A recurring funding source unexpectedly dries up

Part of a building becomes uninhabitable

An influential board member is no longer available

Recovery from each of these costs time & dollars

Page 4: Protect-Biz for non-profits

And,

The bigger they become, the more costly they

are to resolve.

Page 5: Protect-Biz for non-profits

Wouldn’t it be nice if…

We saw approaching problems from a distance;

Growing problems were recognized early;

You had colleagues on watch for them; and,

Your team already had the plans and organization to deal with them effectively;

All without costing an arm and a leg?

Page 6: Protect-Biz for non-profits

The SMSI mission is…

To position you to protect your hard-won

funding from going up in the smoke of recovery from the unexpected.

Don’t spend money just to get back to where you were

Page 7: Protect-Biz for non-profits

This is about…

A powerful but often overlooked dimension of

planning

“What might go wrong?” and

“What can I do about it?”

ANY plan for ANY goals

Strategic, tactical

Even to maintain the status quo

Page 8: Protect-Biz for non-profits

Wouldn’t it be great if…

Hard earned money was

protected from the smoke of recovery

To serve the community in more

and better ways

To invest for the future

Page 9: Protect-Biz for non-profits

How much are we talking about?

Pareto’s Principle is more often true than not

80% probability: ~ 10 - 15% of revenue

20% probability: catastrophic organization failure

There are ample examples of each

in the business press

Page 10: Protect-Biz for non-profits

This can help you…

Turn HINDSIGHT (ouch!)

Into FORESIGHT (goal achievement)

Which is better?

While thinking about the future can be unproductive

The “-if’s” make the future come alive in 3-D

“What-if”, “When-if”, “Who-if”, “How-if”

Page 11: Protect-Biz for non-profits

This has…

The PROVEN ability to peer into the future and

change it for the better

What we call

Manage from a Higher Level®

Page 12: Protect-Biz for non-profits

This is…

You can call it

Risk management

Contingency planning

Or, just putting the important things on a shorter management leash

Regardless of what you call it, it is critical for success; for if you don’t manage our risks, THEY

WILL MANAGE YOU

Page 13: Protect-Biz for non-profits

This…

Is Risk management designed for busy people

with other things to do

Costly specialists are not required

Leads you to…

Risk management independence, and

Self-sufficiency

Page 14: Protect-Biz for non-profits

It is a process

Available as

A workshop, and as

An Internet-based tool The Process

Page 15: Protect-Biz for non-profits

This brings…

Structure to an unstructured reality

Structure facilitates management and control over more items

To avoid the necessity of arbitrarily creating a “short list” and ignoring the rest

Page 16: Protect-Biz for non-profits

It is all about…

To gain greater control over plans and

operations

Tight $ used for service; not recovery

An increased capability to serve

Page 17: Protect-Biz for non-profits

The Value is…

Delivers a comprehensive list of risks

Produces an actionable risk management plan

Easy to review

Easy to delegate

Easy to maintain

To avoid and minimize costly setbacks

Page 18: Protect-Biz for non-profits

No arm and a leg here

One small investment, lifetime license, no

additional costs

Page 19: Protect-Biz for non-profits

Protect-Biz®

Designed for Main Street and Industrial Road

Main Street Industrial Road

Protect-Biz® Process

Page 20: Protect-Biz for non-profits

Protect-Biz® Live Demo

www.protect-biz.com the Internet-based tool

To demonstrate the process as well as the tool11/ 12/ 13 2:56 PMStep 1 of 8

Page 1 of 2http:/ / www.protect- biz.com/ Step.aspx?S= 1

My Settings Logout [email protected]

• data backup and recovery are not reliable Assumption

• key personnel are disabled and cannot contribute Assumption

• supply chain costs are unstable Assumption

• workforce composition is changing Assumption

• the green movement will affect our industry Assumption

• customer buying decisions are changing Assumption

• order cancellations increase Assumption

Risk: Add

My List:

Protect-Biz® Home My Plan FAQs

List Risks 1483 days left Step 1 of 8

Your first time through the 8 steps will be as if I'm leading you through a

tunnel. Please be patient with this. The fact that your focus in each step will

be without the distractions of the steps before and after is very deliberate.

Just as when we emerge from a real tunnel and our world looks different to

us, your world will look different as you emerge from step 8 and see your

entire plan for the first time. After proceeding through the steps in sequence

the first time through, you will be allowed to jump around at will as you refine

your plan.

Now, let's proceed. Identify and enter any risks to your business, one at a

time. Ask yourself the question, "What could go wrong?" While we have made

it easy for you to copy the examples into your Plan, their primary purpose is

to get you thinking about your risks. This is also true for the examples

presented for each step in the process.

Please note, the limit for entry in this step for each line item is 50 characters.

Examples:

• Loss of current customers/clients Add

• Poor response to products/services Add

• Loss of computer files Add

• shipping costs unpredictable Add

• changes in regulatory requirements Add

• supplier sustainability at risk Add

• Acts of nature disrupt operations Add

• Critical websites not available Add

• Cash flow problems Add

• Pending government decisions Add

Safari Power SaverClick to Start Flash Plug-in

Nex t > >

11/ 12/ 13 2:57 PMStep 2 of 8

Page 1 of 1http:/ / www.protect- biz.com/ Step.aspx?S= 2

My Settings Logout [email protected]

• Data backup and recovery are reliable Delete

• Health of key personnel allows contribution Delete

• Supply chain costs are stable Delete

• workforce composition will remain stable Delete

• the green movement will not affect this industry Delete

• customer buying decisions will remain consistent Delete

• Order cancellations are minimal Delete

Assumption: Add

My List:

Protect-Biz® Home My Plan FAQs

List Assumptions 1483 days left Step 2 of 8

We are now going to switch gears just for this step. Please identify and

enter assumptions related to your business, one at a time. There is

nothing wrong with making assumptions as long as you remember

they might not turn out to be true. These should not be related to the

risks you have entered. These are things you assume will continue as

they are or unfold as they are planned.

Please note, the limit for entry in this step for each line item is 50 characters.

Examples:

• Data backup and recovery are reliable Add

• Family experiences no significant health issues Add

• Order cancellations are minimal Add

• customer buying decisions will remain consistent Add

• the green movement will not affect this industry Add

• Health of key personnel allows contribution Add

• Physical facilities available for use Add

• Supply chain costs are stable Add

• workforce composition will remain stable Add

Safari Power SaverClick to Start Flash Plug-in

< < Back Nex t > >

Created in 2012 by Salt Marsh Solutions, Inc. Conditions of Use Privacy Policy Links

Page 21: Protect-Biz for non-profits

Value of Protect-Biz®

Avoids/minimizes costly setbacks

Produces an actionable risk management plan

Easy to use, delegate responsibility & authority, to

maintain (not a report that sits on a shelf)

Leads to independence, self-sufficiency and

sustainability

Protect-Biz® Process

Page 22: Protect-Biz for non-profits

Salt Marsh Solutions, Inc

Your SCOUT and GUIDE

to help you through YOUR maze of risks

without charging an arm and a leg

for high altitude talking points

Page 23: Protect-Biz for non-profits

Protect-Biz.com Licensing

For Non-Profit companies

List price per logon ID

Single user

30 days to create/refine plan

Initial consultation included at no additional charge

Registration and payment via website

Easy to download to Word or Excel for long-term maintenance for no additional charge

Page 24: Protect-Biz for non-profits

Protect-Biz® Workshops

On-site

Organization’s leadership

Typically, 3 half-day sessions

Pricing based upon size of the organization

Lifetime license to use process, formats

Page 25: Protect-Biz for non-profits

Questions/Discussion

Call or email us for further discussion and to

answer your questions.