New Tool Available for Pro & Elite Members
Most operators can list their safer gambling controls. Fewer can demonstrate how well those controls work for the customers they are designed to protect.
This four-tab Excel template helps you move from inventory to evidence. It structures the process of linking controls to specific risks and cohorts, tracking metrics that matter, and building board-ready summaries that focus on outcomes rather than inputs.
What’s Inside
The template includes four connected worksheets:
Controls Inventory – document every control with its purpose, trigger type, owner, and target cohort
Effectiveness and Evidence – record baseline and latest metrics, data sources, confidence levels, and findings
Board Summary Builder – pull key messages into executive format with status indicators and priority areas
Instructions – clear guidance on definitions, how to use each tab, and when to review
The template uses data validation to maintain consistency and includes prompt questions to guide meaningful board discussions.
Why This Matters
Regulators are asking operators to prove interventions work, not just describe them. Boards need assurance that safer gambling systems deliver measurable outcomes for higher-risk groups. Investors and compliance teams require evidence-based reporting that links controls to specific customer cohorts and risk categories.
This template provides the structure to gather that evidence in one place and present it clearly to senior audiences.
When to Use This
The template works as:
An annual review tool during Safer Gambling Week or board planning cycles
A foundation for regulatory submissions that require evidence of control effectiveness
A gap analysis framework when launching new products or entering new markets
A structure for tracking improvements after incidents or compliance reviews
It is designed to be updated regularly and reviewed at least once per year. The Board Summary Builder tab can be extracted and shared directly with non-technical audiences.
How It Connects to the Safer Gambling Evidence Briefing
This template provides the detailed evidence base that feeds into strategic board discussions. Use it alongside the Safer Gambling Evidence Briefing for Boards to move from high-level conversation to granular tracking.
The briefing asks whether controls work. This template helps you answer that question with data.
Pro and Elite members can download the template as an Excel file ready to customise for your organisation.
Not a Pro member yet? Upgrade to access this template plus our full library of tools, frameworks, and strategic resources.