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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...
    8✨Tokens
  • Gathering information for a personal data request
    Gathering information for a personal data request
    Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence:  This checklist helps your employees expeditiously gather and prepare information for...
    8✨Tokens
  • Can I use personal data for this purpose?
    Can I use personal data for this purpose?
    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...
    8✨Tokens
  • Dawn Raid: How to Respond
    Dawn Raid: How to Respond
    Dawn Raids can be scary, but Happy Cloud knows what to do. Educate your team on how to respond when government agents come knocking. Your team shouldn’t be unprepared for a surprise visit from regulators. This piece offers some tried-and-true...
    6✨Tokens
  • AI: These aren’t your grandpa’s phishing scams
    AI: These aren’t your grandpa’s phishing scams
    Phishing schemes have become much more advanced and difficult to spot if you don’t know what to look for. So, educate your folks on phishing in the age of AI with this helpful infographic. This at-a-glance tool explains some of the common bait...
    8✨Tokens
  • 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...
    8✨Tokens
  • How to handle a personal data request
    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...
    8✨Tokens
  • 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...
    8✨Tokens
  • Collecting sensitive personal data?
    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...
    8✨Tokens
  • 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...
    8✨Tokens
  • What can I ask a candidate during the hiring process?
    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 infographic maps out what’s OK to ask, what...
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  • Submitting a Timesheet?
    Submitting a Timesheet?
    Getting creative at work is usually a good thing, but not when it comes to timekeeping. Incorporate this checklist into the time tracking process, so both your hourly employees and managers are crystal clear on the rules. This way, small adjustments can...
    8✨Tokens
  • Mark it, protect it
    Mark it, protect it
    Making sure confidential documents stay private requires some basics. This graphic guide helps your employees keep your info from accidentally getting disclosed by promoting uniformity in marking documents confidential—making it easier to recognize...
    6✨Tokens
  • Social Media for Sensitive Projects
    Social Media for Sensitive Projects
    Don’t let your employees give away secret information for free. This handy decision tree shows employees the potential pitfalls of social media use while working on highly confidential matters. Postings pics, tagging coworkers/vendors, checking...
    8✨Tokens
  • Competitive Information: New Hire Screening
    Competitive Information: New Hire Screening
    Hiring someone from a competitor? You've got risks. This guide breaks down responsibilities and tasks to make sure everyone is coordinated—and it works as a record for due diligence, too! In the rush to hire someone, it’s easy to forget that...
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  • NEW
    When someone’s leaving the org, the transition period can get a little messy. This checklist gives them the clarity they need to exit with their reputation—and yours—totally intact. 
We’ve covered the essential digital housekeeping, from organizing shared drives to the strict "no-fly zone" of downloading or sharing confidential information (even as a “work sample”). 
Share it just-in-time, as soon as notice is received, to set expectations before the packing even starts. It’s a simple gut check to ensure their last two weeks are just as professional as their first!
For a truly airtight exit process, pair this with our Departing Employee Checklists. They’re a perfect fit!
    Parting ways: Your guide to a professional exit
    When someone’s leaving the org, the transition period can get a little messy. This checklist gives them the clarity they need to exit with their reputation—and yours—totally intact.  We’ve covered the essential digital...
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  • Equip your teams to make better choices with this powerful decision tree, designed to make spotting inaccurate, misleading, or outdated information simple.
    Should I trust this information?
    It's hard to know what to trust these days, especially with all the misinformation flying around. To help cut through the noise and avoid any cringeworthy decisions, we crafted this simple decision tree. It prompts your teams to check and verify...
    6✨Tokens
  • Explain what insider threats are, where they come from, and what red flag behaviors your teams need to bring to your attention.
    Insider threat red flags
    Educate your employees on what insider threats are, where they come from, and some common red flag behaviors.  This infographic kicks things off with a not-so-obvious concept: that insider threats don’t necessarily come from inside the...
    8✨Tokens
  • 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...
    8✨Tokens
  • How to protect our data from imposters
    How to protect our data from imposters
    Kids dressing up as police officers = super cute. Adults impersonating them to get your company’s data = just plain creepy. But do your employees know what to do if they get a strange data request? Use this infographic to highlight who scammers are...
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  • We never collect sensitive personal data
    We never collect sensitive personal data
    Collecting data is an essential part of your business—it’s how you identify your customers and helps you tailor your products and services. But, let’s be real—collecting data is risky, so your employees need to know what is and...
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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 hotel...
    6✨Tokens
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