Risk Register
Structured risks, ratings, owners, and review dates.
Free practical resource
Microsoft 365 Operational Risk Starter Kit · Created in partnership with Aerie Solutions
Build a More Connected Risk Program With Microsoft 365
You don't need to start with an expensive GRC platform to improve operational risk management. This practical framework connects risks, findings, ownership, evidence, reminders, escalation, and reporting using tools your organization may already have.
Get the Free Starter KitThe Spreadsheet Isn't the Problem
Disconnected tools create administrative work around the risk work.
Excel remains an incredibly useful tool. The challenge begins when a spreadsheet is expected to function as a workflow engine, evidence repository, notification system, audit trail, relationship database, and reporting platform.
Many organizations already perform the necessary risk work. The opportunity is to reduce the administrative work around it by connecting information, ownership, evidence, workflow, and reporting.
Before
Collect → Enter → Email → Chase → Reconcile → Search → Summarize → ReportAfter
Capture → Assign → Evidence → Exception → Decision“We didn't remove the risk work. We removed administrative work around the risk work.”
What's included
A practical starting point, not a pretend enterprise GRC platform.
Findings & Actions
Remediation, ownership, due dates, evidence, and closure.
Evidence Library
A SharePoint structure for keeping evidence connected to the work.
Power Automate Cookbook
Step-by-step instructions for someone who has never built a flow.
Workflow Recipes
Assignment, reminders, overdue escalation, evidence review, and closure.
Exception Views
Focus attention on high-risk, overdue, and pending-review items.
Vendor & Control Templates
Optional expansion modules after the core process is working.
90-Day Roadmap
A phased approach designed to avoid trying to build everything at once.
How it works
Structure → Connect → Automate → Report → Enhance
Risk↓Finding / Action↓Owner↓Evidence↓Review↓Exception / Reporting
The technology is less important than having information that is structured, connected, owned, automatable, and reportable.
Who it is for
For teams ready to make risk work easier to run.
- Credit unions and community financial institutions
- Risk, compliance, technology, information security, and internal audit leaders
- Smaller organizations without dedicated GRC administration
- Organizations already invested in Microsoft 365
This Starter Kit is designed as a practical starting point. As governance complexity grows, organizations may eventually benefit from a purpose-built GRC platform.
No experience required
Never Built a Microsoft List or Power Automate Flow?
That's okay. The included cookbook starts at the beginning and walks through creating the SharePoint workspace, Lists, evidence library, exception views, assignment notifications, reminders, escalation, evidence review, testing, and go-live.
The goal is for a technically comfortable business or technology professional to be able to follow the guide without being a Power Automate developer.
Take the framework with you
Get the complete Starter Kit.
Includes the implementation cookbook, templates, sample data, workflow guidance, CSV import files, and a practical 90-day roadmap.