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  • Policy Overview Template Policy Overview Template Policy Overview Template
    Policy Overview Template
    Policies are meant to be followed, but if your folks don’t read them, they can’t follow them. Give your org the gift of brevity with this at-a-glance resource that summarizes key points and nudges them to dig deeper into the full policy when...
    6✨Tokens
  • Video:  Non-retaliation for Managers
    Video: Non-retaliation for Managers
    In this short, targeted training video (less than a minute), managers will learn how they should address employee concerns to encourage speaking up and prevent retaliation claims. We’ll guide them through how to react when an employee raises a...
    8✨Tokens
  • Video: Conflicts - Do any of these apply to you?
    Video: Conflicts - Do any of these apply to you?
    In this short, targeted training video (less than a minute), employees will learn when and where conflicts often arise and why disclosure is in their best interest.  We'll start by breaking down just what a conflict is, then cover the different...
    8✨Tokens
  • This toolkit guides you through everything to think about before, during, and after your investigation journey to ensure fair and defensible outcomes.
    Tips for a quality investigation
    Feeling lost in  the workplace investigation maze? Use this handy guide as your GPS. It walks you through 15 key points to think about on your investigation journey:  Before - Determining goals and choosing the right...
    0✨Tokens
  • Template: Annual Board of Directors Program Overview Template: Annual Board of Directors Program Overview Template: Annual Board of Directors Program Overview Template: Annual Board of Directors Program Overview
    Template: Annual Board of Directors Program Overview
    Prepping for your yearly status check? No need to start from scratch. Here’s how to streamline. Nail your annual program overview with 17 prepared, customizable slides that are framed around the Federal Sentencing Guidelines. Use the structure...
    12✨Tokens
  • This toolkit is packed with useful tips and templates to make planning, executing, and documenting routine helpline testing easy peasy.
    Helpline Testing Toolkit
    If your helpline isn’t effective, your compliance program isn’t either. That’s why we created this free toolkit for our savvy fans. It’s packed full of useful tips and templates to make planning, executing, and documenting routine...
    0✨Tokens
  • This thorough checklist guides you through the final review to ensure nothing fell through the cracks and your investigation report is courtroom ready.
    Finalizing the investigation report
    You’ve completed a thorough and thoughtful investigation, determined root causes, and have great ideas for how to resolve the issue and keep it from happening again. You’ve even written a fab report using our Writing a good investigation...
    0✨Tokens
  • Bust those myths about speaking up with this short, targeted training video (2:09), where 7 pesky misconceptions are addressed head-on with straightforward language and eye-catching illustrations.

From “my job will be negatively impacted,” to “someone else will report this,” and “it’s probably not a problem” (plus four more!), these myths are paired with the reassuring truth to give your folks the confidence they need when considering reporting.  

Include this video on your company’s intranet or helpline page, link to it in your email signature, or embed it in your Code to spread the word. For extreme effectiveness, combine it with our Hotline: Anonymous vs. Confidential or What happens to my helpline report? job aids.
    Video: 7 myths about speaking up (and the truth)
    Bust those myths about speaking up with this short (about 2 minutes), targeted training video, where 7 pesky misconceptions are addressed head-on with straightforward language and eye-catching illustrations. From “my job will be negatively...
    8✨Tokens
  • Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company. 

In six brief slides, this deck gives managers the information they need to reassure employees that conflicts aren’t necessarily bad—but that not reporting them is—and helps managers encourage interest disclosure. 

Add this micromodule to the Annual Refresher Course or pair it with our Assessing Conflicts of Interest decision tree, and watch those COI reporting numbers climb. How to manage conflicts of interest (mini-module) How to manage conflicts of interest (mini-module) How to manage conflicts of interest (mini-module)
    How to manage conflicts of interest (mini-module)
    Empower your managers to handle conflicts of interest in a way that leads to positive outcomes for your teams AND your company.  In six brief slides, this deck gives managers the information they need to reassure employees that conflicts...
    7✨Tokens
  • 7 myths about speaking up (and the truth)
    7 myths about speaking up (and the truth)
    The truth is employees hold misconceptions about your helpline that keep them from reporting. But you can bust those myths with this eye-catching infographic. It tackles seven common misbeliefs from “My company probably already knows about...
    8✨Tokens
  • You are responsible for what you approve - horizontal
    You are responsible for what you approve - horizontal
    Keep your Code of Conduct top-of-mind and aligned with everyday tasks with this graphic. Even better? It's part of an entire system: use it with our Annual Refresher Course and Basic Code of Conduct Obligations infographic for a...
    2✨Tokens
  • Conflicts, Plain & Simple Conflicts, Plain & Simple Conflicts, Plain & Simple Conflicts, Plain & Simple
    Conflicts, Plain & Simple
    Happy Cloud says conflicts aren't scary! Use this suite of slides to train your team on how to identify when they have a conflict—and recognizing that by disclosing it, you can manage it. This 15-slide deck focuses on the emotional part of...
    12✨Tokens
  • Reassure your folks that secondary employment is generally OK, clarify what might create a problem, and guide them through next steps with this hard-working infographic.
    Starting a side gig or second job?
    Hobbies, interests, and secondary employment… OH MY! Side gigs—from hobbies-turned-hustles to volunteering and traditional employment—can sometimes be viewed as don’t-tell-anyone-or-you’ll-get-in-trouble pursuits, which is...
    8✨Tokens
  • If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at the right destination (or get lost along the way!).

Demystify who does what with this handy chart, and look forward to receiving important info that actually belongs in your department, while spending a lot less time sending those “looping in so-and-so” emails. 

Looking for a pared-down version that works just as hard? Try the “Legal and Compliance: Who Does What?” infographic. Legal, Compliance, Audit, and HR: Who does what? Legal, Compliance, Audit, and HR: Who does what?
    Legal, Compliance, Audit, and HR: Who does what?
    If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at...
    8✨Tokens
  • How to speak up and handle tough conversations
    How to speak up and handle tough conversations
    Imagine a world where employees are empowered and skilled at working out their ethics and compliance concerns themselves—before tensions escalate and managers, HR, and/or your helpline investigators have to step in...[insert clouds parting and...
    8✨Tokens
  • Broadcat Icon System: Characters, Roles, and Miscellaneous Pack Broadcat Icon System: Characters, Roles, and Miscellaneous Pack Broadcat Icon System: Characters, Roles, and Miscellaneous Pack Broadcat Icon System: Characters, Roles, and Miscellaneous Pack
    Broadcat Icon System: Characters, Roles, and Miscellaneous Pack
    Building strong connections are a key part of your business, so why not visualize it with these icons? Use these to show how maintaining ethical relationships inside and out of your company are important to the organization (like avoiding conflicts of...
    10✨Tokens
  • Compliance, ink
    Compliance, ink
    Show off your compliance pride (and share the compliance love!) with this tattoo-themed piece.
    2✨Tokens
  • This ingenious infographic covers 7 personal outside interests that employees need to disclose so you can determine if there’s a conflict, not them.
    Should you disclose it?
    Refocus your COI messaging on disclosing “interests” instead of “conflicts” with this ingenious infographic. It begins by answering why disclosure is so important and ends with the “how,” but the real magic is in the...
    8✨Tokens
  • Say thanks, celebrate E&C, and highlight resources in a fun, unique way with this delightful e-card bundle. Ethics & Compliance E-Cards Ethics & Compliance E-Cards Ethics & Compliance E-Cards
    Ethics & Compliance E-Cards
    Celebrate wins, spread program awareness, and introduce the E&C team to your org with this delightful bundle of six e-cards. Whether you email 'em, post them on social, or showcase them on digital display boards, they're a fun and friendly way to...
    6✨Tokens
  • This micromodule equips your managers to create a speak-up culture that empowers employees to voice their concerns.

In seven brief slides, the journey starts with explaining why employees might not feel comfortable raising concerns, and continues with several stops along the way: (1) how to foster open communication, (2) handling mistakes tactfully (including their own!) and (3) when and how to invite  employees to raise concerns. 

Add this micromodule to the Annual Refresher Course, What to do when an employee raises a concern module, or couple it with the Creating a Speak-up Culture job aid or video to drive the point home. Creating a speak-up culture (mini-module) Creating a speak-up culture (mini-module) Creating a speak-up culture (mini-module)
    Creating a speak-up culture (mini-module)
    This mini-module equips your managers to create a speak-up culture that empowers employees to voice their concerns. In seven brief slides, the journey starts with explaining why employees might not feel comfortable raising concerns, and continues...
    7✨Tokens
  • Module: What to do when an employee raises a concern Module: What to do when an employee raises a concern Module: What to do when an employee raises a concern Module: What to do when an employee raises a concern
    Module: What to do when an employee raises a concern
    So, your employees feel comfortable raising concerns to management.  Good! Your speak-up culture is on the right track for success. But wait, have you trained your managers on how to handle these delicate conversations? Prime your managers with the...
    12✨Tokens
  • What happens when you contact the helpline?
    What happens when you contact the helpline?
    The helpline isn’t a black box. Use this quick-hit graphic to show your employees what to expect before they make the call. Need to go into more detail? Check out "What happens when I contact the helpline?"
    4✨Tokens
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