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Handling Personal Information?This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own...
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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...
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Received a request to transfer data?What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of...
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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...
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Module: Personal Data & PrivacyYou don’t expect your employees to memorize everything about privacy and personal data, but that’s the message they’ll get if you dump a ton of regulation-focused material on them...
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Check before you collect personal dataCollecting customer information is easy. Making sure your employees know if it’s legal might not be. This sleek awareness piece reminds your employees to make sure it’s OK before they...
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Writing for ComplianceWriting that motivates others to act and follow standards is a talent that doesn’t come naturally to many of us. After years of academic and professional pressure, we default to using fancy...
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Third Party Code of Conduct TrainingYour 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...
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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...
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Data Processing Agreement checklistEveryone 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...
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Collecting sensitive personal data?Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they...
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Approving employee transfers?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...
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NEWVideo: Avoiding sanctioned entitiesThis brief video breaks down the essentials of sanctions and embargoes in clear, easy-to-understand terms. In under 2 minutes, it'll explain what these "Do Not Enter" signs mean and why sticking to...
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Third Parties Code of ConductYour third-parties are essential to your success, especially when they’re acting on your behalf. Keep everyone on the same page and avoid any nasty surprises with this concise infographic...
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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...
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Video: Want to collect customer data?Your employees need to collect personal data—but what they need to think through beforehand isn’t always clear. This video (less than 2 minutes) tells your employees the 5...
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How to handle a personal data requestCharades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It...
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