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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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  • What are side letters?
    What are side letters?
    Packing sandwich condiments on the side reduces risk (of mushy bread, bleh!), but contract terms on the side only increases it. Use this checklist to make sure your teams don't spoil the deal!  Perfectly proportioned, it starts with a short, but...
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  • Gathering information for a personal data request
    Gathering information for a personal data request
    Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence:  This checklist helps your employees expeditiously gather and prepare information for...
    8✨Tokens
  • Data Processing Agreement checklist
    Data Processing Agreement checklist
    Everyone tells their teams to do their due diligence, but do they know what that actually looks like? This job aid gives your IT and procurement teams the ultimate vendor contract checklist, covering everything from contract basics to data-processing...
    8✨Tokens
  • Before you close the investigation file, make sure...
    Before you close the investigation file, make sure...
    This simple checklist reminds your investigative team of how to effectively close out and document an investigation. Before an investigation team moves on, there are about a dozen elements of documentation and communication that must occur. It’s...
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  • Contract Execution Checklist
    Contract Execution Checklist
    Distill down the critical elements for your company's contracts with this simple, customizable tool. Avoiding surprises after a deal closes requires your team to check for more than commas in the agreement. Before execution, use this powerful tool to...
    8✨Tokens
  • Contract terms checklist
    Contract terms checklist
    Want your transactional teams to think like compliance? Show them how with this thorough checklist for key terms required for every company contract. In the hurry to finish a deal, even the sharpest of transactional lawyers can miss important compliance...
    8✨Tokens
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