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Enterprise Risk Management toolkit documents and templates
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.
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
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.
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
More Enterprise Risk Management articles
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