This checklist helps sales staff evaluate whether an order is legit—or potentially channel stuffing. The incentive to sell as much product as possible is great for your business … until sales folks get too eager to get stuff out the door...

Grandma knows what’s up. Help your team easily determine whether behavior is appropriate at the workplace with this colorful decision tree. Your workplace doesn’t have to be stuffy, but it’s a business, and recognition that your action...

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...

Seamlessly bring on new hires with this helpful checklist—and diligence record. Rather than overwhelm a new hire (and their manager) at the start of the new job, we created a simple checklist to detail what needs to happen. This informs everyone of...

Employees departing may be routine nowadays, and that's exactly why you need these checklists. Make sure you and your teams get what you need before the employee is out the door! We created two checklists for completion—one for the employee, one...

Snail mail? Yup, people still use it. This phenomenally straightforward piece tells your employees exactly what they need to know for reporting concerns.

Inspire your employees to have a voice when they see something wonky.

The hotline poster goes 21st century! Print a poster or display it on any digital screen where you want to drive hotline awareness.

The hotline poster goes 21st century! Use it as a poster or use this graphic any digital screen where you want to drive hotline awareness.

Spread the word that your company's ethics, legal, and compliance teams are ready and willing to help.

Counterparties have policies, too! This handy guide walks your employees through the process of determining what gifts are permissible—before they're given. So much of compliance focuses your own company G&E policies, but you don’t want...

The hotline isn’t a black box. Take the mystery out of how the helpline process works with this easy explainer—you’ll show your people exactly how compliance reporting works, step-by-step, before they make the call. This is meant to...

Whether for new hires, something you pass out at meetings, or leaving them around the office, use these cards to get your helpline information out there. Customize this template and send out for printing, or just use the print-it-yourself instructions we...

If a regulator reaches out, this guide explains step-by-step who is supposed to do what and when. It’s scary when someone from the government initiates contact, and scared people often don’t make rational decisions—this is an obvious...

Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...

Politics incite a lot of feelings. Don't let your folks forget that you can be political without being a jerk.

Remind your team that when they're speaking up, they're speaking on behalf of themselves. Originally created to create awareness on political activities in the workplace, this can be customized for other situations.

It's easy to get carried away during election season. Remind your team that when they're speaking up, they're speaking on behalf of themselves (and using their own resources when doing so).