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Handling Information

Power tools

Managers

  • Conflicts, Plain & Simple

    Conflicts, Plain & Simple

    Happy Cloud says conflicts aren't scary! Use this suite of slides to train your team on how to identify when they have a conflict—and recognizing that by disclosing it, you can manage it. This 15-slide deck focuses on the emotional part of...

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  • Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company. In six brief slides, this deck gives managers the information they need to reassure employees that conflicts aren’t necessarily bad—but that not reporting them is—and helps managers encourage interest disclosure. Add this micromodule to the Annual Refresher Course or pair it with our Assessing Conflicts of Interest decision tree, and watch those COI reporting numbers climb.

    How to manage conflicts of interest (mini-module)

    Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company.  In six brief slides, this deck gives managers the information they need to reassure employees that conflicts...

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  • Video: Watch out for red flags from third parties

    Video: Watch out for red flags from third parties

    In this short, targeted training video (1:45), employees will learn what to watch out for when working with third parties. We’ll explain the five main scenarios that are most likely to cultivate red flags, like working with government officials or...

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  • Module: Personal Data & Privacy

    Module: Personal Data & Privacy

    You 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. Make it clear that they just need to know the...

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  • Video: If it's disclosed, it can be managed

    Video: If it's disclosed, it can be managed

    This targeted training video (1:14) provides a thorough, but quick overview of what conflicts are, how they often stem from good things, and why it’s important to disclose them (even if they don’t think there’s an issue).  Use it...

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  • Give your teams the clarity they need when it comes to handling and managing personal data. In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it and delete it. Add this micromodule to theAnnual Refresher Course & Code Obligations Job Aid or pair with our Is this personal data? infographic, and deal with less data breaches and reports of misused data.

    Handling personal data (mini-module)

    Give your teams the clarity they need when it comes to handling and managing personal data.  In eight brief slides, this deck gives employees an overview of how to identify personal data, then walks them through how to use it, handle it, store it...

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  • Overseas Travel Module

    Overseas Travel Module

    Behold: a simple, immersive way to give your employees detailed guidance on overseas travel risk. It's set up to tie to other parts of your program and pairs well with our travel checklist and a nice pinot. As seen in the video tour of Design Club, this...

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  • Module: What can I ask a candidate during the hiring process?

    Module: What can I ask a candidate during the hiring process?

    Hiring is exciting (finally, all hands on deck!) but if anyone on the team slips up and asks the wrong question during the interview process—stormy seas are ahead! Fear not matey, because this module has 15 slides loaded with detailed...

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  • Travel & expenses training module for managers

    Travel & expenses training module for managers

    This simple visual guide shows your management team how to quickly identify any impermissible expenses prior to approving payment. This visual guide syncs up with our deep-dive travel and expense checklist. Each page expands on one of the 24 checklist...

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