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  • Equip your teams to make better choices with this powerful decision tree, designed to make spotting inaccurate, misleading, or outdated information simple.
    Should I trust this information?
    It's hard to know what to trust these days, especially with all the misinformation flying around. To help cut through the noise and avoid any cringeworthy decisions, we crafted this simple decision tree. It prompts your teams to check and verify...
    6✨Tokens
  • Summarize 6 key takeaways from the DOJ’s Yates Memo.
    The Yates Memo Simplified (editable)
    Simplify the DOJ’s 2015 memo on individual liability in corporate matters with this easy to follow job-aid.  While the Yates Memo took a deep dive into how prosecutors should treat folks involved in corporate cases, this visual succinctly...
    4✨Tokens
  • The Monaco Memo (non-editable)
    The Monaco Memo (non-editable)
    You found the Monaco memo on the DOJ’s website. Great! But now you’re wondering just how to implement it in your program. So, how do you break it down? We’ve got you covered! This visualized guide has all the key take-aways for...
    0✨Tokens
  • The Monaco Memo (editable)
    The Monaco Memo (editable)
    You found the Monaco memo on the DOJ’s website. Great! But now you’re wondering just how to implement it in your program. So, how do you break it down? We’ve got you covered! This visualized guide has all the key take-aways for...
    4✨Tokens
  • This snappy infographic summarizes all 91 pages of the OIG’s General Compliance Program Guidance.
    OIG's General Program Guidance (non-editable)
    We took all 91 PAGES of the OIG’s General Compliance Program Guidance and condensed them into a snappy 1-minute read. This infographic covers the essentials in a single quick-reference sheet, hitting all the highlights to help ensure your program...
    0✨Tokens
  • This snappy infographic summarizes all 91 pages of the OIG’s General Compliance Program Guidance.
    OIG's General Program Guidance (editable)
    We took all 91 PAGES of the OIG’s General Compliance Program Guidance and condensed them into a snappy 1-minute read. This infographic covers the essentials in a single quick-reference sheet, hitting all the highlights to help ensure your program...
    3✨Tokens
  • 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...
    8✨Tokens
  • 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...
    0✨Tokens
  • 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...
    0✨Tokens
  • If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at the right destination (or get lost along the way!).

Demystify who does what with this handy chart, and look forward to receiving important info that actually belongs in your department, while spending a lot less time sending those “looping in so-and-so” emails. 

Looking for a pared-down version that works just as hard? Try the “Legal and Compliance: Who Does What?” infographic. Legal, Compliance, Audit, and HR: Who does what? Legal, Compliance, Audit, and HR: Who does what?
    Legal, Compliance, Audit, and HR: Who does what?
    If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at...
    8✨Tokens
  • Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to ease some of your anxiety...  Prepare your employees for the integration with this one-pager that carefully lists everything to do (and not to do) premerger. Share this gun-jumping infographic for extra impact.
    Before a merger or acquisition...
    Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...
    8✨Tokens
  • 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...
    8✨Tokens
  • 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
  • Help folks understand how the E&C Team impacts their day-to-day and why they are essential to our business with this infographic.
    What does the Ethics and Compliance team do?
    Next time you’re at a party and someone asks you what you do, hand them this! Okay, maybe don’t—that’s kinda weird, but you can use this inspiring infographic to to teach employees what the Ethics and Compliance team...
    8✨Tokens
  • Legal and Compliance: Who Does What?
    Legal and Compliance: Who Does What?
    You’ve been asked it; this chart explains it. Set out for your employees the different roles and responsibilities of legal and compliance. Your compliance allies aren’t just in compliance; they’re also part of the legal team. Use this...
    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...
    6✨Tokens
  • 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
  • Template: Visual Legal Hold
    Template: Visual Legal Hold
    Help employees easily understand their obligations when lawsuits happen. When litigation lands, it’s critical that employees know how to navigate a legal hold. Why, then, are so many of them basically unreadable mountains of legalese? Use this...
    8✨Tokens
  • Assessing Conflicts of Interest
    Assessing Conflicts of Interest
    This helpful one-pager gives HR professionals an easy way to assess whether a business decision raises red flags due to a conflict of interest. This off-the-shelf version guides them through both relationships and financial interests that may create a...
    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
  • Would you trade on it?
    Would you trade on it?
    This graphic guide simplifies the types of information that should be protected to avoid insider trading. Without getting too far in the weeds of securities terminology (woof), this piece highlights common categories of material non-public...
    6✨Tokens
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