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Confidentiality

  • What to expect during an internal investigation

    What to expect during an internal investigation

    Investigations often make employees anxious, even if they’re not the subject of any allegations. And when emotions run high, their brains stop processing all the info you are sharing with them. So, instead of hoping they remember all the stuff you...

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  • 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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  • Has an employee asked for reasonable accommodation?

    Has an employee asked for reasonable accommodation?

    Inclusion isn’t just a buzzword: Every company wants to make sure employees are set up for success and have equal access to all their benefits and privileges—after all, that’s how you retain your best people! Since every person and...

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  • Virtual Backgrounds

    Virtual Backgrounds

    Video meetings allow you to easily conduct business and share info from wherever you are—sometimes a little too easily—but these virtual backgrounds have your back, literally! Use them to remind yourself and others to keep unrelated work docs...

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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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  • 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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  • Annual Refresher Course & Code Obligations Job Aid

    Annual Refresher Course & Code Obligations Job Aid

    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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  • Handling Personal Information?

    Handling Personal Information?

    This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your...

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  • Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries to the curb by giving them this tool, which neatly contrasts the DOs and DON’Ts of remote working. That way, your people are crystal clear on what they need to do to protect company assets.

    Working remotely? Protect your data!

    Your employees likely work on the go—from hotels, airports, home, bathroom stalls (hey, we don’t judge!)—which invites increased cybersecurity, privacy, and confidentiality risks. Kick your worries to the curb by giving them this tool,...

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  • Basic Code of Conduct Obligations

    Basic Code of Conduct Obligations

    This general guide is a quick reminder (with tips!) of day-to-day things that every employee needs to know, including how each of us has responsibilities related to ethics and compliance. Meant as a refresher and thought-provoker, this piece...

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  • Managing a Third Party?

    Managing a Third Party?

    The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...

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  • Lock it down - poster

    Lock it down - poster

    This simple graphic shows your folks three easy-but-necessary ways to protect your stuff from intruders.

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  • Watch out for red flags from third parties

    Watch out for red flags from third parties

    Do your employees know what to look out for when managing third parties? This piece supports their due diligence efforts by covering the five red flags they need to spot and tell you about ASAP!

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  • Insider Trading Basics

    Insider Trading Basics

    Gordon Gekko may think that greed is good, but your company doesn't when it comes to insider trading. Educate your employees on the basics with this graphic piece. Aimed at a general audience, this piece lays out three common categories of material...

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  • 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 off limits.

    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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  • Can you throw it away?

    Can you throw it away?

    Use this elegant decision tree to help your people understand the ifs, whens, and hows of getting rid of documents. Keep versus shred may feel like second nature to your compliance and legal teams, but your other employees often need more guidance. This...

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  • Finalizing, Submitting, or Storing Company Records?

    Finalizing, Submitting, or Storing Company Records?

    This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...

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  • Anatomy of a strong password

    Anatomy of a strong password

    Spot the reference to Will Smith in this visual guide for creating safe, strong, and easily remembered passwords. Everyone hates generating a super complicated password, getting a snippy email from IT that they’re overdue to change it, forgetting...

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  • 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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  • Is it confidential?

    Is it confidential?

    This elegant decision tree helps your team quickly determine if they can share info—or keep it private. One of our favorite pieces, this breaks down the main elements of what constitutes info that should NOT be made public without approval. Even...

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  • Approving employee transfers?

    Approving employee transfers?

    Transfers aren’t simply logistics—they involve trade, IT, and ethics issues, too. Use this simple checklist to confirm relevant issues have been vetted before the employee is already at their new desk. Not only does this piece work across...

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  • Contract terms checklist (1-page version)

    Contract terms checklist (1-page version)

    Want your transactional teams to think like compliance? Show them how with this thorough checklist for key terms required for every company contract. In the hurry to finish a deal, even the sharpest of transactional lawyers can miss important compliance...

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  • Destroy It Securely

    Destroy It Securely

    This simple graphic instructs your team that shredding—not the trash can—is how you get rid of docs securely.

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  • Would you trade on it?

    Would you trade on it?

    This graphic guide simplifies the types of information that should be protected to avoid insider trading. Without getting too far in the weeds of securities terminology (woof), this piece highlights common categories of material non-public...

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