Organize Your Strategy – Add and Manage Risks

This article explains how to create, organize, edit, and delete Risks in ClearPoint.

Fernando Montenegro
12 steps
24 seconds

Clearpointstrategy

Risks represent potential events that could negatively impact your organization’s ability to achieve its strategic objectives.\ By identifying and managing risks in ClearPoint, you can reduce the likelihood of adverse outcomes and strengthen your organization’s ability to adapt and succeed.

Creating a New Risk

1. From the left navigation, click **Elements**. 2. Select **Risks**. 3. Click **+ Add Risk**. 4. Enter a **Name** (e.g., *Inflation*). 5. Assign an **Owner** from the dropdown menu. 6. Select the **Start End** and **End Date**. 7. Click **Save**.

💡 *New Risks appear instantly in your Scorecard and any related reports or dashboards.*

Adding Multiple Risks

1. From the **Risks** page, click **+ Add Risk**. 2. Toggle **Add Multiple**. 3. Enter each **Risk name** on a new line (e.g., *Rising Prices*, *Decreased Demand*). 4. Select an **Owner** from the dropdown menu. 5. Set a **Start** and **End Date**. 6. Click **Save**.

💡 *Bulk adding is ideal for quickly setting up or restructuring your Risk register across multiple Scorecards.*

Editing a Risk

1. Click the kebab menu (⋮) and select **Edit Risk**.

1. Use the tabs in the right-hand drawer to make updates: - **Update Fields** – Change values for the current reporting period (e.g., *Status*, *Likelihood*, *Impact*, or *Comments*). - **Edit Fields** – Update long-term details such as *Owner*, *Scorecard*, *Tags*, *Start and End Dates*, and *Reporting Frequency*. - **Links** – Connect the Risk to related Objectives, Measures, or Initiatives. - **Notifications** – Adjust alert preferences for updates and changes. 2. Click **Save**.

💡 *Use Update Fields for period-specific tracking and Edit Fields for ongoing information management.*

Bulk Editing Risks

1. From the **Risks** page, check the boxes beside the Risks you want to update. 2. Click **Edit Multiple** from the toolbar. 3. Select the fields to update and apply your changes. 4. Click **Save**. 💡 *Bulk editing lets you update ownership, frequency, or status for multiple Risks at once.*

Duplicating a Risk

1. Click the **kebab menu (⋮)** and Select **Duplicate Risk**. 2. Enter a **New Risk Name**. 3. Select a **Home Scorecard**. 4. (Optional) Check: - **Copy Status and Risk Data** – to duplicate color statuses and historical data. - **Copy Links** – to keep existing element connections. 5. Click **Duplicate**.

💡 *Duplicating saves time when creating similar Risks across multiple scorecards or business units.*

Deleting a Risk

1. From the **Risks** page, click the **kebab menu (⋮)** next to the Risk you want to remove. 2. Confirm deletion by clicking **Delete**. ⚠️ *Deleting a Risk permanently removes it from your account and any associated reports.*