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Handling Information

Power tools

  • Video: Conflicts - Do any of these apply to you?

    Video: Conflicts - Do any of these apply to you?

    In this short, targeted training video (0:43), employees will learn when and where conflicts often arise and why disclosure is in their best interest.  We'll start by breaking down just what a conflict is, then cover the different types of...

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  • 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: Engaging in politics?

    Video: Engaging in politics?

    Show your teams how to engage in polite political speech with this illuminating video. In less than two minutes (1:25), it shares tips on having healthy discussions and empowers folks to switch topics or end conversations if needed.  Use this video...

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  • Video: AI Chatbots

    Video: AI Chatbots

    Your employees are eager to leverage AI Chatbots—and while having robots help us work is cool, it also poses some serious risk.  Help them understand how to use AI Chatbots without introducing a whole host of risks with this easy to digest...

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  • Video: Attending a conference?

    Video: Attending a conference?

    Prepare your employees to avoid the risks associated with attending external events using this short, targeted training video (1:20). In 80 seconds, your folks will know which conversation topics are off-limits, how to trust their gut when it comes to...

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  • This short, targeted training video (1:27) outlines what counts as data and WHY protecting it matters. It starts off by offering a few examples of what data looks like based on role, goes on to explain WHY protecting this information matters, and closes with one major way employees can keep data safe. A perfect assortment of bite-sized privacy tidbits! Hungry for more? Order the We protect our data, Finalizing, Submitting, or Storing Company Records?, 4 ways bad guys get your password or Working remotely? Protect your data job aids for the whole enchilada.

    Video: We protect our data

    This short, targeted training video (1:27) outlines what counts as data and WHY protecting it matters.  It starts off by offering a few examples of what data looks like based on role, goes on to explain WHY protecting this information matters, and...

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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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  • Module: Annual Refresher Course

    Module: Annual Refresher Course

    Still stuck doing annual check-the-box training? Gross, and sorry. But hey, at least this 31-slide kit will make it 10 minutes long and actually relevant to every employee. So, you've got that going for you, which is nice. The ideal annual refresher...

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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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  • Video: Before You Post

    Video: Before You Post

    In this short, targeted training video (1:12), employees will learn how to steer clear of work-related hazards on social media. Like a trusty Driver’s Ed instructor, we’ll talk your employees through how to think proactively, so they...

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  • Broadcat Icon System: Entities and Information Pack

    Broadcat Icon System: Entities and Information Pack

    Need a way to represent different entities—like a government organization or healthcare facility—or describe how to handle confidential information or IP? You're in luck!  With this icon pack, you’ll be able to illustrate concepts...

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  • Social Media Module

    Social Media Module

    Help your folks avoid saying dumb stuff on social media without sounding like everyone’s Aunt Irene. This simple, friendly visual guide pairs well with our social media checklist and any IPA that has a strong citrus note. This Guide gives each of...

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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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  • Conference Room kit

    Conference Room kit

    Gary knows he's supposed to wipe down the whiteboard before kicking on a video call, but he got worked up talking about his Game of Thrones fanfic that he forgot...and now your engineering data's been leaked. Help all your Garys keep it together with...

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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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  • Equip your teams with the strategic soft skills they need to engage in tough conversations with this short contrasting-examples video (2:15).

    Video: Careful Communications

    Give your teams clear guidance on the do’s and don’ts of virtual communications with this short video (2:15). In less than 3 minutes, this video breaks down the top five things to consider when engaging in virtual communications: the...

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  • Awareness campaign: AI chatbots

    Awareness campaign: AI chatbots

    Let’s be real: Your employees are already using generative AI and chatbots to boost their work.  Before they slip up and accidentally share sensitive information or breach IP protections, display these awareness materials where they’ll...

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  • Video: When should I contact the Privacy team?

    Video: When should I contact the Privacy team?

    Do the folks at your org ever feel like what the Privacy Team needs to know is kept too… private? Get the word out about exactly when to contact them with this short (1:26) video.  In less than 1.5 minutes, your teams will understand the...

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  • Your employees need to collect personal data—but what they need to think through beforehand isn’t always clear. This video (2:14) tells your employees the 5 W’s and sometimes H of collecting personal data, why you need to have a clear business purpose, and how to handle it once they collect it. Your employees will be happy to know exactly what to do, and you'll be glad they’re prepared.

    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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  • Hiring red flags (mini-module)

    Hiring red flags (mini-module)

    Get your team aware of the compliance pitfalls in the hiring process. It’s not always clear when a potential hire can be bad news. Does your HR team know how to spot conflicts of interest? Or to sniff out when a position is being used to secure new...

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  • Remind your employees who’s responsible for compliance at your org (hint: EVERYONE!) with these clever signs around the office. Sometimes we forget to do some of the simplest things as we go about our days, like observing who’s around us before keying in a password or checking if our work is visible in the background of our virtual meeting. These signs serve as friendly reminders to your folks that even the smallest actions play a role in keeping info secure.

    Awareness Campaign: Around the workplace

    Remind your employees who’s responsible for compliance at your org (hint: EVERYONE!) with these clever signs around the office. Sometimes we forget to do some of the simplest things as we go about our days, like observing who’s around us...

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