Governance, Legal & Risk Management

Assess your organization's governance, legal, and risk management operations.

We Can Help

Nonprofits want more funding. Funders want more confidence before they give — and that comes from demonstrated operational competence.

OpX360 is a free online assessment tool designed to help nonprofits evaluate and improve their operational competence. This module is based on accepted best practices and proven industry standards to help you determine your nonprofit's competence levels in the area of Governance, Legal & Risk Management, understand why it’s important, and learn how you can make improvements.

In minutes, you can know your operational competence levels and what you need to do next.


“Over a week, our leadership went through process improvement training. However, the beauty of OpX360 is that it requires no training and, in less than an hour, you have a clear understanding of what practices need improvement and a plan on how to do that.”

- Bruce Johnson, Nonprofit President and Leadership Advisor

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Assessment Details

The Governance, Legal & Risk Management Area includes best practice statements that focus on organization and governance structure, risk management, legal compliance, policies and procedures, and board composition and leadership roles. Together, these best practices touch on important aspects of your organization's governance, legal, and risk management concerns.

Each free OpX360 survey has 60 Best Practice statements based on proven industry standards to help you determine your nonprofit's competence in that specific area of your operation, understand why it’s important, and learn how you can make improvements.


What You Will Receive

Within minutes of completing the survey, you will receive an Executive Briefing to provide a C-suite or board-level summary of the assessment and a Detailed Report for the person or team ultimately responsible for your nonprofit's Governance, Legal & Risk Management operations.

The Executive Briefing contains:

  • Your current Competency Levels
  • The crucial Key Elements measured and why they are important
  • The potential impact of non-performance
  • The three most important items to improve first

The Detailed Report contains:

  • Everything in the Executive Briefing, plus
  • Detailed information for each Best Practice statement, including
  • Our recommendations if you are not compliant

Improve Your Operational Competence

There are 60 Best Practice Statements in each of the six OpX360 modules. In this Governance, Legal & Risk Management module, these statements are grouped into five sets of related Best Practice statements called Key Elements. Each individual statement is categorized into one of three competence levels.

Those competence levels are:

  • Level 1– Core operational practices necessary to perform effectively
  • Level 2– Sophisticated practices that enhance overall performance
  • Level 3 – Leading-edge practices that enable an organization to deliver the highest level of operational performance

Any of the free OpX360 surveys can be taken individually or together, depending on the needs of your organization. In minutes, you can know your operational competence levels in any of the areas and what you need to do next.

Contributors


Legal Team
Legal Team

Bob Lipps served as the team leader of this survey. Bob has over 30 years of professional experience in law, accounting, and risk management in nonprofit C-suite, board, and professional advisor capacities. He is Co-Founder and Principal Advisor at The Center and Co-Inventor of OpX360.

Other contributors include Managing Partner Bob Andringa at The Andringa Group, Attorney and Partner Stuart Lark at Sherman and Howard LLC, Attorney and Partner John Wylie at Sherman and Howard LLC, Attorney and past General Counsel Pete Rathbun at American Bible Society, Attorney, Executive VP and General Counsel Josh Heidelman at Wycliffe Bible Translators, Attorney Owner and Founder Chip Grange at Gammon & Grange, P.C., Attorney Ashley Tuite at Gammon & Grange, P.C., CPA and MBA Vonna Laue, and others.


"We’ve paid business consultants many thousands of dollars in recent years... OpX360 provided us with more focused feedback and recommendations, along with actionable steps for improvement, than our consultants have."

- Jim McKee, CPA and Nonprofit Leader

Frequently Asked Questions


How long does the OpX360 survey take?
Each module takes approximately an hour to complete. You can pause at any time and receive an email with a link to restart the assessment where you left off. There is no time limit.
How long do I have access to OpX360?
After enrolling, you have access to this Governance, Legal & Risk Management module for as long as it takes to complete the survey, on any device. Each module includes an unlimited OpX360 subscription, so you can take the free assessment as many times as you’d like to check your score and demonstrate improvement.
Who should take this Governance, Legal & Risk Management OpX360 Assessment for our nonprofit?
For best results, this Governance, Legal & Risk Management OpX360 assessment should be completed by your CEO, General Counsel, or a knowledgeable Governance Committee board member. If possible, we recommend that two or more people complete the survey independently from each other to increase the objectivity and accuracy of the responses. We also recommend using the survey and related reports as training and orientation tools for new members of your team.
Who contributed to this Finance & Accounting OpX360 Assessment?
This Governance, Legal & Risk Management OpX360 Assessment was developed by and for nonprofit leaders and practitioners, their funders, and recognized experts serving the Governance, Legal & Risk Management arena. Contributors include Managing Partner Bob Andringa at The Andringa Group, Attorney and Partner Stuart Lark at Sherman and Howard LLC, Attorney and Partner John Wylie at Sherman and Howard LLC, Attorney and past General Counsel Pete Rathbun at American Bible Society, Attorney, Executive VP, and General Counsel Josh Heidelman at Wycliffe Bible Translators, Attorney Owner and Founder Chip Grange at Gammon & Grange, P.C., Attorney Ashley Tuite at Gammon & Grange, P.C., CPA and MBA Vonna Laue, and others.​
After completion, what will the final work product look like?
Within minutes of completing each survey, you will receive an Executive Briefing designed to be shared with your leadership and board and a Detailed Report for the person or team responsible for the specific area of operations.

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Still Have Questions?

Contact us online or email us at [email protected].

A member of our team will respond as soon as possible. We look forward to hearing from you.