protect-biz for non-profits
TRANSCRIPT
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
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
And,
The bigger they become, the more costly they
are to resolve.
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?
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
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
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
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
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”
This has…
The PROVEN ability to peer into the future and
change it for the better
What we call
Manage from a Higher Level®
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
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
It is a process
Available as
A workshop, and as
An Internet-based tool The Process
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
It is all about…
To gain greater control over plans and
operations
Tight $ used for service; not recovery
An increased capability to serve
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
No arm and a leg here
One small investment, lifetime license, no
additional costs
Protect-Biz®
Designed for Main Street and Industrial Road
Main Street Industrial Road
Protect-Biz® Process
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
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• 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
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• 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
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Created in 2012 by Salt Marsh Solutions, Inc. Conditions of Use Privacy Policy Links
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
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
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
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
Questions/Discussion
Call or email us for further discussion and to
answer your questions.
Salt Marsh Solutions, Inc.
www.sms-ga.com
St. Simons Island, Georgia; 912.638.3868,
http://www.linkedin.com/company/salt-marsh-
solutions-inc-of-georgia
http://www.linkedin.com/is/tomofssi