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Handling Information

Procurement Team

  • If it's disclosed, it can be managed

    If it's disclosed, it can be managed

    Everyone thinks they can manage their own conflicts. Use this graphic piece to help your team identify and disclose all conflicts, all while reducing the stigma of doing so. One of employees’ core misunderstandings about conflicts of interests is...

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  • Conflicts of Interest

    Conflicts of Interest

    Make sure your employees know what's a conflict of interest—and, just as important, what to do about it. It’s too easy for folks to just “go with their gut” about potential conflicts. This piece uses simple icons to explain when...

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  • Watch out for red flags from third parties

    Watch out for red flags from third parties

    Do your employees know what to look out for when managing third parties? This piece supports their due diligence efforts by covering the five red flags they need to spot and tell you about ASAP!

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  • Preparing to gather competitive intelligence?

    Preparing to gather competitive intelligence?

    While going undercover and being a super sleuth sounds like fun, it’s not something you want your employees doing to sniff out what your competitors are up to. Use this piece to explain the right way to gather information and what’s totally...

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  • You are responsible for what you know - horizontal

    You are responsible for what you know - horizontal

    Keep your Code of Conduct top-of-mind and aligned with everyday tasks with this graphic. Even better? It's part of an entire system: use it with our Annual Refresher Course and Basic Code of Conduct Obligations infographic for a...

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  • Conflicts of Interest (line art version)

    Conflicts of Interest (line art version)

    Make sure your employees know what's a conflict of interest—and, just as important, what to do about it. It’s too easy for folks to just “go with their gut” about potential conflicts. This piece uses simple icons to explain when...

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  • 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...

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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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  • 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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  • Do you know your third parties? - horizontal

    Do you know your third parties? - horizontal

    When managing third party relationships, clarity is key. This on-point graphic serves as a simple reminder of what things your employees need to be aware of to make sure everyone is on the same page.

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  • 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...

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  • Quickly train your third parties on your org’s core values and expectations with this thorough and straightforward module.

    Third Party Code of Conduct Training

    Your 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 practical module with them to make sure they get it. In about...

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  • 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...

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  • 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...

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  • Interacting with clients and service providers

    Interacting with clients and service providers

    While treating customers and vendors with respect is the right thing to do, it’s also great for business. Avoid helpline complaints and negative reviews (including on job search sites) by explaining exactly what civility and respect look like when...

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  • Only approve known expenses

    Only approve known expenses

    Remind your employees that vague details in expense reports aren't harmless—they could be hiding fraud or bribes.

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  • Conflicts of Interest: Outside job

    Conflicts of Interest: Outside job

    Some on your team have outside employment. Make sure they know to tell you about it with this easy aid.

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  • Going on a trip? Protect your data!

    Going on a trip? Protect your data!

    Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target...

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