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Handling Information

  • Knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this infographic.

    What is a business record?

    Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic.  It starts with...

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  • This checklist outlines everything your employees need to verify before they use ephemeral messaging apps.

    Vanishing Words: A Guide to Ephemeral Messaging

    Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...

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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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  • Video: How we treat personal data

    Video: How we treat personal data

    Educate your employees on collecting and handling personal data with this short, targeted training video (2:01).  This video starts with addressing the BIG questions first: What exactly is personal data and how do you identify it? Then, it covers...

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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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  • Virtual communication has tons of advantages like convenience and efficiency. But along with these pros come disadvantages like misinterpretation and lack of privacy. In seven brief slides, this deck gives your employees everything they need to consider about communicating virtually BEFORE clicking send, like who’s the audience, thinking through what to say, and considering the timing and tone. Make this info really sticky by adding this to our Annual Refresher Course or pairing it with our Careful virtual communications job aid.

    Careful virtual communications (mini-module)

    Virtual communication has tons of advantages like convenience and efficiency. But along with these pros come disadvantages like misinterpretation and lack of privacy.  In seven brief slides, this deck gives your employees everything they need to...

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  • COI Disclosure Questions, simplified

    COI Disclosure Questions, simplified

    Quality disclosure questions are REALLY hard to write well and are rarely seen in the wild. That's why these COI Disclosure questions are perfect—they're easy to use AND understand. So, if you’ve ever felt awkward asking about finances and...

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  • TMI? Let us know!

    TMI? Let us know!

    Make it clear that self-reporting isn’t just OK, it’s expected. When humans handle data, there’s room for human error, so if someone on your team uncovers data they don’t need—or shouldn’t have—empower them to...

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  • Time travel can't fix privacy breaches

    Time travel can't fix privacy breaches

    Save your teams from creating a problem that their future selves can’t solve with this eye-catching visual. 

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  • Only dolphins make breaches cool

    Only dolphins make breaches cool

    If you’re a dolphin, keep doing you, you majestic being! If you’re not a dolphin—and you don’t work with them—use this graphic to make your point: Avoid a data breach by contacting the Privacy Team whenever you have...

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  • Don't fall into a breach!

    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

    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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  • 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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  • 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...

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  • What does the Privacy Team do?

    What does the Privacy Team do?

    You know exactly what the Privacy Team does, but it’s a bit fuzzy to many at your company. Use this graphic to boost awareness of the things they handle and who to contact with questions. Speaking of things that are fuzzy, it pairs nicely with a...

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  • 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...

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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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  • 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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  • No inappropriate websites at work (phone version) - horizontal

    No inappropriate websites at work (phone version) - horizontal

    Everyone “knows” they’re not supposed to look at dirty pictures at work—it’s just that they think they can get away with it and it doesn’t impact anyone else. This graphic encourages bystanders (or, here, you know,...

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