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Risk Management ... Toolkit

Enterprise Risk Management Documents and Templates

Risk Management ... Toolkit
To support your journey toward adopting an Enterprise Risk Management (ERM) approach, we’ve created a set of straightforward guides and templates. These resources are designed to make ERM easier to understand and apply - no matter where you’re starting from.

1. ERM Getting Started Guide

Risk is part of everyday life - and it’s becoming more complex and connected. New risks are always emerging, and understanding them is key to managing them effectively.

Our Getting Started Guide answers common questions like:

  • What is ERM?
  • Is it complicated?
  • Will it take a lot of time or money?
  • Is it just a tick-box exercise?
  • Will it add unnecessary bureaucracy?

This guide helps you take the first step toward building a structured, confident approach to risk.

Download the Getting Started Guide

2. ERM Toolkit Summary

This summary introduces a simple framework for managing risk across your organisation. It’s designed to help you embed ERM at every level - from the boardroom to individual teams.

The toolkit walks you through five key steps:

  • Risk identification
  • Risk analysis
  • Risk prioritisation
  • Risk mitigation
  • Risk monitoring

Download the Toolkit summary

Read our blog - Everyday Strategic Risk - An ERM Toolkit

3. ERM Working group - Terms of Reference

A successful ERM programme needs clear leadership and structure. Our Terms of Reference template outlines the purpose, roles, and responsibilities of an ERM Working Group.

It’s a great starting point for building a team that can lead your risk strategy and make sure it’s embedded across your organisation.

Download the sample Terms of Reference

Read our blog - How to form an ERM Working Group

4. Risk Register Template

Our Risk Register Template helps you capture and track all identified risks in one place. It includes:

  • Risk descriptions
  • Likelihood and impact ratings
  • Actions being taken
  • Who’s responsible
  • It also features a built-in heat map for quick visibility and an audit trail to support board-level oversight.

Download the Risk Register Template

Read our blog - Our risk register template is your foundation

Watch our ERM video series

Learn more about the benefits of Enterprise Risk Management, business continuity and planning for the future in our video series.
Watch the videos now

Risk advice

Want more information on Enterprise Risk Management (ERM)?

Ecclesiastical customers can contact our Risk Management Team:

01 619 0300 

Lines are open 9am-5pm Monday to Friday (excluding bank holidays)

Enterprise Risk Management (ERM) articles

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In this case study see why, in a changing environment, a charity needed a refreshed strategic risk register

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How to form an ERM working group

Embedding ERM into your culture requires the right individuals driving the process.

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Crisis Management

How an organisation responds in a crisis may have more impact on their reputation, revenue, and resilience, than the crisis event itself.

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