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  • Stop rogue approvals before they happen! This decision tree helps teams avoid costly mistakes by ensuring they have the green light to sign.
    Delegated authority: Can I sign off on this?
    Ever had that oh no moment when you realize someone signed something they weren’t supposed to? Yeah, that’s how legal nightmares (and awkward conversations) start. Enter this trusty decision tree—your secret to stopping rogue approvals...

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  • Ensure discipline is fair and consistent no matter who’s involved or their role with this step-by-step guide.
    Fair and consistent discipline
    Inconsistent discipline throughout your org can leave employees feeling confused and frustrated, and may lead to legal troubles too. No bueno! Save the day by sharing this step-by-step guide with your people managers to ensure discipline is fair and...

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  • Three simple questions guide your employees through whether it’s OK to share info freely or they need an NDA before spilling the company beans.
    Do you need to get an NDA signed?
    Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a Non-Disclosure Agreement (NDA) is needed before anyone spills...

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  • Help your organizers throw an inclusive, productive, and fun event with this infographic, which details key before- and during-event steps to mitigate non-compliance.
    Organizing a company event?
    Help your event organizers throw an inclusive, productive, and (importantly!) fun event with this enlightening infographic. Starting with pre-event considerations like pulling the necessary permits to during-event awareness like monitoring for...

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  • Quickly train your third parties on your org’s core values and expectations with this thorough and straightforward module. Third Party Code of Conduct Training Third Party Code of Conduct Training Third Party Code of Conduct Training
    Third Party Code of Conduct Training
    Your third parties—like vendors, consultants, suppliers, and business partners—are essentially an extension of your org, so they need to know and uphold your standards. Share this practical module with them to make sure they get it. In about...

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  • Knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this infographic.
    What is a business record?
    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with...

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  • This toolkit guides you through everything to think about before, during, and after your investigation journey to ensure fair and defensible outcomes.
    Tips for a quality investigation
    Feeling lost in  the workplace investigation maze? Use this handy guide as your GPS. It walks you through 15 key points to think about on your investigation journey:  Before - Determining goals and choosing the right...

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  • This checklist simplifies the investigation report drafting process and guides your investigators through everything they need to include—from initial timelines to root causes.
    Writing a good investigation report
    After all the effort that goes into a quality workplace investigation, writing a report that’s both concise and comprehensive can seem exhausting. But you need to memorialize that effort and it’s not something you can afford to get wrong...

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  • This thorough checklist guides you through the final review to ensure nothing fell through the cracks and your investigation report is courtroom ready.
    Finalizing the investigation report
    You’ve completed a thorough and thoughtful investigation, determined root causes, and have great ideas for how to resolve the issue and keep it from happening again. You’ve even written a fab report using our Writing a good investigation...

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  • Policy Overview Template Policy Overview Template Policy Overview Template
    Policy Overview Template
    Policies are meant to be followed, but if your folks don’t read them, they can’t follow them. Give your org the gift of brevity with this at-a-glance resource that summarizes key points and nudges them to dig deeper into the full policy when...

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