Broadcat

If you’re in a healthcare setting, you know protecting health information is of the utmost importance. But what’s more? Making sure folks know how to handle it properly. This helpful tool...

Finding out about a deal-breaker weeks into the negotiation process is no bueno. Be the hero and save your organization time and dinero with this clever checklist. Broken into two sections, this...

It’s dangerous to go alone! Take this! Use this checklist to prep your reps to provide technical support in a clinical setting. This tool breaks down what they need to consider before and...

Help your team know how to navigate day-to-day JV issues with this handy guide that hits all the key areas of corruption, trade compliance, conflicts, confidentiality and more—all so your team...

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...

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...

Make the HR team your new squad with this straightforward checklist for evaluating new hires. Trade, antitrust, anticorruption: all of these can be triggered by hiring the “wrong”...

Hiring someone from a competitor? You've got risks. This guide breaks down responsibilities and tasks to make sure everyone is coordinated—and it works as a record for due diligence, too! In...

Getting creative at work is usually a good thing, but not when it comes to timekeeping. Incorporate this checklist into the time tracking process, so both your hourly employees and managers are...

This easy checklist gets your business development folks ready to take on new partners the right way. While your deal team is busy working to close the deal on a new partnership, keep potential...

Empower your sales staff with this helpful checklist before they meet with prospective customers. Meeting sales prospects in person is critical for a lot of businesses and helps foster relationships,...

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...

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...

Give your managers and finance team a roadmap of proper petty cash procedures. Small amounts of money can create huge problems, but it’s still natural to be tempted to ignore something...

This checklist assists your on-the-ground folks as they determine whether new accounts are legit and viable. There’s no point in making a “sale” when it wasn’t real to begin...