A tailored course, built for your situation
Repeatable ORSA artefacts that compound across risk cycles
Build a self-reinforcing library of assessments, assumptions, and evidence that accelerates every future filing
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Avoid reinventing the wheel every ORSA cycle
The situation this course is for
Most teams treat ORSA as a recurring burden, rebuilding narratives, re-justifying assumptions, and restocking evidence with each cycle. This dilutes strategic impact and consumes disproportionate time.
Who this is for
Risk and compliance practitioners in Solvency II-regulated environments who lead ORSA delivery and want to reduce repeat effort while increasing influence
Who this is not for
Those seeking high-level overviews of Solvency II or general ERM principles without operational depth
What you walk away with
- Reusable assessment templates tied to ORSA governance triggers
- A living assumptions register with source-backed rationale
- Evidence packaging workflows that survive auditor changes
- Standardized narrative blocks for faster internal alignment
- Cross-cycle consistency that builds regulator trust
The 12 modules (with all 144 chapters)
Module 1. ORSA lifecycle triggers and timing patterns
Map company events to ORSA initiation points so filing isn’t calendar-bound but risk-triggered
12 chapters in this module
- Event-based initiation
- Board calendar alignment
- M&A linkage
- Product launch hooks
- Regulator query follow-up
- Internal audit sync
- Quarterly risk pulse
- Capital action flags
- Market shock response
- Peer filing benchmark
- Internal escalation threshold
- Evidence readiness gate
Module 2. Assumption taxonomy and sourcing hierarchy
Categorize and reference assumptions with source levels so justifications compound across cycles
12 chapters in this module
- Tier 0 internal data
- Tier 1 audited reports
- Tier 2 regulator guidance
- Tier 3 industry studies
- Tier 4 expert judgment
- Tier 5 peer benchmarking
- Attribution formatting
- Version control method
- Challenge log setup
- Cross-reference indexing
- Rationale retention rule
- Update trigger mapping
Module 3. Evidence packaging for reuse
Structure evidence to be context-rich, not just document-dense, so future teams don’t start from zero
12 chapters in this module
- Control mapping metadata
- Risk appetite banding
- Temporal tagging
- Ownership trail
- Approval lineage
- External citation format
- Data lineage note
- Scope boundary tag
- Exception handling code
- Mitigation status flag
- Regulator response match
- Cross-cycle audit trail
Module 4. Narrative building blocks and modularity
Create standardized, referenceable narrative sections that accelerate drafting and increase consistency
12 chapters in this module
- Risk ID prefix
- Standard impact scale
- Likelihood bands
- Narrative template
- Root cause tag
- Control adequacy flag
- Escalation threshold
- Mitigation tracking
- Ownership field
- Reporting frequency
- Interdependency flag
- Resolution status
Module 5. Governance tracking and sign-off patterns
Document approvals and challenges as reusable inputs, not one-time events
12 chapters in this module
- Sign-off timestamp
- Exception log
- Variance note
- Escalation path
- Review committee
- Action owner
- Follow-up date
- Approval scope
- Conditional pass
- Board referral
- Peer challenge
- Resolution proof
Module 6. Cross-cycle consistency engineering
Ensure changes are intentional, not drift, by anchoring to prior-cycle logic
12 chapters in this module
- Change justification
- Drift detection
- Assumption review
- Evidence gap flag
- Narrative shift tag
- Risk ID carry-forward
- Control update log
- Appetite recalibration
- Ownership change
- Process deviation
- External factor update
- Internal challenge
Module 7. Internal challenge readiness
Build defensive depth so every cycle anticipates and answers hard questions
12 chapters in this module
- Challenge taxonomy
- Frequent pushback
- Assumption stress test
- Evidence depth tier
- Regulator query archive
- Peer comparison
- Model sensitivity
- Scenario rebuttal
- Data quality note
- Control gap log
- Remediation timeline
- Ownership clarity
Module 8. Regulator evidence packaging
Pre-package evidence dossiers for common review tracks so responses are faster and deeper
12 chapters in this module
- Review track ID
- Common query set
- Evidence bundle
- Cross-reference log
- Response draft
- Tone guidance
- Precedent citation
- Timing benchmark
- Escalation path
- Internal alignment
- Approval chain
- Version history
Module 9. Stakeholder briefing efficiency
Turn ORSA outputs into targeted briefs that accelerate alignment across functions
12 chapters in this module
- Executive summary
- Risk appetite brief
- Control update memo
- Capital implication
- Action tracker
- Ownership assignment
- Timeline snapshot
- Dependency map
- Escalation flag
- Budget ask
- Cross-functional sync
- Follow-up log
Module 10. Library architecture and searchability
Structure the ORSA knowledge base for fast retrieval and reuse, not just storage
12 chapters in this module
- Folder taxonomy
- Metadata standard
- Search index
- Cross-reference
- Version control
- Access control
- Retention rule
- Ownership tag
- Update alert
- Integration hook
- Audit trail
- Export format
Module 11. Peer benchmark integration
Incorporate external performance into narrative so comparisons compound over time
12 chapters in this module
- Peer set definition
- Metric alignment
- Gap tracking
- Narrative insertion
- Outperformance flag
- Lagging metric
- External data source
- Benchmark update
- Industry shift
- Regulatory trend
- Strategic implication
- Action trigger
Module 12. Sustainability and handover resilience
Ensure ORSA knowledge survives leadership changes and staff turnover
12 chapters in this module
- Onboarding path
- Role transition
- Knowledge transfer
- Document maturity
- Process ownership
- Archive rule
- Version freeze
- Lessons log
- Improvement backlog
- Review cycle
- Success metric
- Retention policy
How this maps to your situation
- After the mid-year risk review
- Before the next ORSA filing cycle
- During audit preparation
- After leadership transition
Before vs. after
Before
ORSA cycles start from scratch each time, with inconsistent evidence, narrative drift, and repeated challenges
After
Each filing builds on the last, with reusable artefacts, deeper institutional memory, and faster alignment
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, designed to be completed alongside active ORSA work
If nothing changes
Without a compounding approach, ORSA remains a recurring tax on time and credibility, rather than a strategic advantage
How this compares to the alternatives
Generic ERM courses teach frameworks without operational depth. This course delivers actionable, field-tested methods to make ORSA a compounding asset, not a repeat burden.
Frequently asked
Is this focused on Solvency II or NAIC?
The course centers on ORSA under Solvency II, with distinctions noted where NAIC MAR differs.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this if I’m not in a leadership role?
Yes, the methods are designed for practitioners who own ORSA delivery, regardless of title.
$199 one-time. Approximately 3 hours per module, designed to be completed alongside active ORSA work.
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours