📝 6.3 Exercise: Recording Risks and Issues

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Go to the profile of Gabriella Lorincz
8 months ago

Despite not needing Excel in my work initially, I've found the process of learning it to be a valuable challenge. The method of recording risks and issues it provides is excellent. I'm convinced that it greatly enhances team communication and helps us focus on tasks, enabling us to manage risks and issues effectively, which is crucial for our team's success. 
I do have to think for a while to find examples that I can connect to Conservation through some of my experiences, else I'm not working on the field, I come up with some fiction scenarios during completing this course. 

https://docs.google.com/spreadsheets/d/1cHq8DvwmyeRZbAZJlbKX_-AQFtYSY8lOk77V5_HyPII/edit?gid=904213408#gid=904213408

Go to the profile of Maria Johnstone
8 months ago

Gabriella

I am in the same position as you as I am not working in the field as yet just volunteering.  It also takes me a while to think of scenarios too.  Glad I am not alone:) 

Go to the profile of Gabriella Lorincz
8 months ago

Thank you, Maria, for connecting and sharing your experience. I am amazed at how much I have learnt so far in this course, especially the practical implementations of a project. I can't wait to use it. 

Go to the profile of Larissa Sousa
8 months ago

Here is my risk exercise: https://docs.google.com/spreadsheets/d/1RIxw6hz3a8RGD6_sSX4VakbElnKN6AoMrbtnO4V6nVU/edit?usp=sharing 

I find it very interesting and easy way of recording risks and issues this way. I had not been using it this way at my workplace but ill make sure ill get the whole team to use this type of worksheets. I like how it makes us think step by step and allow us to get to the to solutions this way. I added a similar one but put in a different way, and it was interesting to see the other options that I didn't think of.

Go to the profile of Grey Fernandez
8 months ago

I also really appreciated how effectively this worksheet walked be through processing the risk. I hadn't thought of decreases in tourism, so that was a great catch!

Go to the profile of Larissa Sousa
8 months ago

Thanks Grey. 

Go to the profile of Grey Fernandez
8 months ago

I found this very helpful and would like to integrate it into my work more formally. We do this more casually, sharing issues in meetings as they come up, but there is no centralized location or process through which to walk through evaluating the issue or risk.

I did record a risk of the camel being euthanized as a result of the interaction, though it was challenging for me to assess how likely that was.

I would like to integrate a similar process into my workflows in each of my projects. I could create a similar spreadsheet or do something similar in Asana. For example, I could create an Asana form that has all of the same fields, and that will autogenerate a relevant task. I'd have to get a better understanding of how the "Effect on Project" and "Rating" are calculated, but it still seems very doable even when trying to convert it to a system my team already uses.

This is really useful, although it might take time to convince the team to use this effective sheet. I will lead by example and introduce to the colleagues step-by-step.

Go to the profile of Summer LaRose
7 months ago

1. I like the spreadsheet and how it makes you think through each risk and issue from multiple viewpoints to ensure you are analyzing it effectively. I could see myself using this spreadsheet in my conservation projects. I found that some of the risks or issues could have multiple responses. For example, with the escaped dragons, I transferred the issue of recapturing them to the zoo, but reduced their effect on the project by delaying release of the spiders until the dragons were collected.

2. One of the risks I recorded in the spider example is the risk associated with inability to effectively track reintroduced individuals. Because of their size, they will not hold tracking technology and it could be difficult to mark and recapture them. The mitigation action was to increase survey effort to ensure we have a clear understanding of the effects of the reintroduction on the local population.

3. Particularly with risks, I think this would be extremely helpful to think through what could go wrong so the action plan is already in place if that risk occurs. It would significantly reduce stress to know there are mitigation plans we can turn to if something changes. It totally reduces the chance of surprises. 

Go to the profile of Rae Newbery
7 months ago

I found the process of recording risks and issues really helpful, it gave structure to challenges I come across in my role which I've now began documenting formally. I’ve mostly done conservation through volunteering (which I can see others have too phew), so I initially struggled to think of new examples, but working for a wildlife conservation NGO has made it easier to relate the training to real situations. Most of my examples were around internal processes, like delays or mistakes with POs due to staff being unfamiliar with our new system. These aren’t field-based risks, but they still affect project timelines and delivery. When the system was first rolled out, things were pretty quite chaotic with lots of questions and no clear way to track issues. Using a tracker like this and having regular check-ins would have helped surface recurring problems earlier and assign clear ownership, which I’ll definitely try to apply going forward!

Copy of 05 Flexible PMWC - Risks, issues worksheet - February 2025 v1 - Google Sheets

Go to the profile of Solène Williams
7 months ago

1️⃣ The process of entering information in the spreadsheet was easy to follow, although I am not used to using a spreadsheet to track every aspect of a project like this, so it is a learning curve. 

2️⃣ Yes, I had a very similar answer as what was written in the answer tab. The most obvious risk for scenario 2 was that the rare species of spiders risked getting preyed upon which could significantly affect their population and project outcomes. 

3️⃣This is how I've normally functioned in the past. It can be hard keeping track of things and normally that is all done in my head which is exhausting. 

Go to the profile of Andrea Segovia
6 months ago

Here's my go at it!

I had never before seen this approach towards risks/issues in projects I participated in, so thinking of examples was a little hard at the beginning, but once I understood what I was trying to record it was quite easy and I love the organization of the possible scenarios and actions neatly laid out!

Being the nerd for careful planning that I am, I will certainly be using these tools in the future!

Hola Adrea, somos paisanas. Te enviĂŠ un mensaje privado. Saludos!

 Great  tool to document and manage risks, thanks for sharing https://docs.google.com/spreadsheets/d/1wHrQaZEC_RR7OHtKWWvGlF212NVt4C0TSms1PFenBKg/edit?usp=sharing

Go to the profile of Brenda Kamara
4 months ago

After this exercise, i have discovered that i need to get more specific in the explanation of the risks and issues as opposed to a broad based approach. I did get the same answers as the ones in the answers tab

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