Consulting
Expert Guidance For
Safer Organizations
QuickLinks
QuickLinks
Professional Safeguarding Guidance
Professional Safeguarding Guidance
Plan to Protect® consulting helps you strengthen safeguarding across your organization. We review your policies and procedures, identify gaps, and give practical recommendations you can implement.
- 25+ Years of Proven Experience
- Trusted by 10,000+ Organizations
- Certified Training & Policy Experts
When Do You Need Consulting?
Preparing for Insurance or Legal Review
When scrutiny is likely, we help ensure documentation and practice are defensible and aligned.
Supporting Sensitive Internal Matters
When an incident, complaint, or internal review arises, we guide your leaders through a confidential, documented process.
Assessing Gaps & Compliance Issues
We identify where procedures fall short of best practices or insurer requirements and show you how to fix them.
Creating or Updating Policies
When policies are outdated or incomplete, we help you rebuild a clear foundation for prevention.
When Do You Need Consulting?
Organizations turn to Plan to Protect® consulting when they need support with policies,
compliance gaps, sensitive incidents, or insurance and legal review.
Preparing For Insurance Or Legal Review
When scrutiny is likely, we help ensure documentation and practice are defensible and aligned.
Supporting Sensitive Internal Matters
When an incident, complaint, or internal review arises, we guide your leaders through a confidential, documented process.
Assessing Gaps & Compliance Issues
We identify where procedures fall short of best practices or insurer requirements and show you how to fix them.
Creating Or Updating Policies
When policies are outdated or incomplete, we help you rebuild a clear foundation for prevention.
At Plan to Protect®, we commit to helping you strengthen your organization’s safeguarding
through expert guidance, customized policies, and hands-on support—at launch,
through implementation, and when challenges arise.
A Quick Guide To Each
Consulting Service
Not sure where to begin? Here’s a simple breakdown to help you choose the right consulting service for your organization.
Policy Development
Best for:
Organizations needing new or updated insurance-compliant safeguarding policies.
What it includes:
Development of new policy drafts, customized revisions or updates, and consultative support.
Don’t have a policy?
Or Already have a policy?
Onsite Policy Audits
Best for:
Teams needing an on-location review and audit of their operational practices and facilities in comparison with their policies.
What it includes:
Walkthroughs, gap identification, risk review, and tailored recommendations to meet insurance and regulatory standards.
Investigations & Inquiries
Best for:
Organizations facing incidents, complaints, or sensitive internal matters.
What it covers:
Independent, objective fact-finding and documentation, inquiry support, and guidance on next steps.
Crisis Response Planning
Best for:
Leaders needing a clear plan to respond to emergencies or allegations.
What it covers:
Plan development, communications guidance, leadership support, and scenario planning.
“I highly recommend Plan to Protect® to any organization looking to
develop safety and protection policies. Plan to Protect® has made it easy
to develop effective policies and tools to allow effective training for
everyone involved with children & vulnerable adults.”
Frequently Asked Questions
When should we consider consulting support?
Organizations typically engage consulting when they need help:
- developing or updating safeguarding policies
- identifying gaps between policy and practice
- navigating a sensitive incident or internal concern
- preparing for insurance or legal review
If you’re unsure whether your current approach is strong enough, consulting can help clarify next steps.
What does a consulting engagement include?
Consulting is tailored to your organization and, depending on your needs, may include a review of your current policies and procedures, along with clear, practical recommendations you can apply in everyday practice.
Can you help us develop or update our policies?
Yes. Policy development is a core consulting service.
We work with you to create or update safeguarding policies that align with insurer expectations and reflect your organization’s programs, structure, and risk environment.
Can you support us during a sensitive incident or investigation?
Yes. We provide independent, objective support for incidents, complaints, and internal inquiries.
This includes fact-finding, documentation, and guidance to help leaders respond appropriately and responsibly.
Do we need a membership to access consulting?
No. All of our service including consulting services (policies, audits, investigations) are available À la carte and are available to all organizations whether you have a membership or not
Once we have a policy can we make changes to it?
Absolutely, the policy should be reviewed and updated on a regular basis by your leadership. The policy is for your organization’s use, and can be updated and modified based on your needs, context, and programs. If you need assistance, we are here to help you.
- 25+ Years of Proven Experience
- Trusted by 10,000+ Organizations
- Certified Training & Policy Experts
Ready to begin
Your Safeguarding
of Protection?
Start with a discovery call so we can understand your
needs and provide the right scope and quote.
Ready to begin
Your Safeguarding program?
Start with a discovery call so we can understand your
needs and provide the right scope and quote.