Confidentiality
Job aids
Procurement Team
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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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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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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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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
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
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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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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