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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...
    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
  • 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
  • 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
  • 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...
    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
  • 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...
    8✨Tokens
  • 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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