Handling Information
Sales Team
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We never discuss making agreements - horizontal
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk making agreements with the other guys.
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We never discuss making agreements
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk making agreements with the other guys.
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No fishing for competitive info - horizontal
A concise reminder to your sales and marketing teams that trying to obtain knowledge about competitors is off-limits.
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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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Do you really need it?
Being mindful of privacy issues before your team obtains info can prevent the problems in the first place.
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Loose lips cause stock dips
Not everyone knows when sensitive business info gets out, but everyone knows when your stock plummets. This piece vividly illustrates the connection.
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We never discuss territory
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk territory with the other guys.
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Do you really need that data?
Just because it's possible doesn't mean your team should do it. Urge them to be mindful in how (and why) they collect data.
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We never discuss price
Eliminate a confusing antitrust area for your sales and business development crew: you simply can't talk price with the other guys.
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No fishing for competitive info
A concise reminder to your sales and marketing teams that trying to obtain knowledge about competitors is off-limits.
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We don't conduct business on personal emails
Make sure your team is alert for when people try to take business on to their personal emails—it may be a scam.
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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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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 (1:57) tells your employees the 5 W’s and sometimes H of collecting personal data, why you need to have a...
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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 for that weird stomach feeling, we do have a solution to...
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Don't fall into a breach!
Don’t fall into a breach. It’s scary down there. Instead, use this awareness piece to inspire your teams to interact with data the right way.
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How to handle a personal data request
Charades 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 reveals the types of data requests they might receive and...
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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 know this? This nifty infographic makes sure your people...
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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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Who's looking at your profile? - horizontal
Folks don't realize how useful social media can be to your company's adversaries. This helpful graphic cautions them before they post online.
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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
Some on your team have outside employment. Make sure they know to tell you about it with this easy aid.
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Laptop get swiped? Report it!
Make sure your folks know that when their tech is stolen, call the company—now.
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Are you on the restricted list?
An easy reminder: you may have to get permission to trade stocks, so ask.
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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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