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  • 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...

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  • This guide does the heavy lifting of defining HCPs, outlining what to document, and where to submit all this info (on time)!

    Providing something of value to an HCP?

    When providing payment or something of value to healthcare professionals, transparency is paramount. But to accomplish this, your teams need to gather and report accurate and complete information.  Let this guide do the heavy lifting for you by...

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  • Guide your people through important pre-event decision-making and during-event reminders to ensure everyone feels safe, and no one goes off the rails.

    Behavior during business events

    Whether members of your org are attending a holiday party, product launch, or trade show—or anything in between—make sure they know what behavior you expect before attending the event. This infographic guides them on important pre-event...

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  • Video: Engaging in politics?

    Video: Engaging in politics?

    Show your teams how to engage in polite political speech with this illuminating video. In less than two minutes (1:25), it shares tips on having healthy discussions and empowers folks to switch topics or end conversations if needed.  As for the...

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  • 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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  • 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...

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  • This checklist simplifies the investigation report drafting process and guides your investigators through everything they need to include—from initial timelines to root causes.

    Writing a good investigation report

    After all the effort that goes into a quality workplace investigation, writing a report that’s both concise and comprehensive can seem exhausting. But you need to memorialize that effort and it’s not something you can afford to get wrong...

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  • 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...

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  • Bring awareness to your  third-party due diligence process with this simple job aid, so your teams know what needs to happen before they engage with them.

    Engaging a New Third Party or Business Partner?

    Shed light on third-party due diligence with this simple job aid. This easy-to-use guide provides clear steps, ensuring your team knows about—and can plan for—your vetting process before engaging with new vendors, suppliers, contractors,...

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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: How to speak up and handle tough conversations

    Tough conversations are inevitable! But you know what shouldn’t be? Handling them poorly. Equip your teams with the soft skills they need to engage in tough conversations with this short video (1:42). This video uses contrasting examples to guide...

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  • This guide makes it easy for employees to spot gov officials—even the less obvious ones—so your org can avoid costly AC/AB faux pas.

    How to identify a government official

    Government officials can be difficult to spot. Sure, senators and mayors are some obvious ones, but what about someone who works in infrastructure? Or a city government consultant? And if one of your folks doesn’t know the answer to that question,...

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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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  • What concerns should I report to the helpline?

    What concerns should I report to the helpline?

    Sometimes employees aren’t sure what issues they should raise through your helpline so you get everything from “so-and-so walks around barefoot in the office” to “I think my manager might be committing fraud.” This...

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  • Awareness Campaign: Our Values

    Awareness Campaign: Our Values

    Show your teams how to translate your company’s values into actions with this crafty awareness campaign.  These illustrative reminders contain four different eye-catching designs that are fully editable, so you can customize them with your...

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  • Gifts and Hospitality: What's OK?

    Gifts and Hospitality: What's OK?

    Gifts and hospitality are a normal part of business, but they can also look like bribes to an outsider. Avoid this and other gift-related pitfalls by circulating this comprehensive gift guide. It boils down the key points of your gift policy into two...

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  • These aren’t your grandpa’s phishing scams

    These aren’t your grandpa’s phishing scams

    Phishing schemes have become much more advanced and difficult to spot if you don’t know what to look for. So, educate your folks on phishing in the age of AI with this helpful infographic. This at-a-glance tool explains some of the common bait...

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  • Video: AI Chatbots

    Video: AI Chatbots

    Your employees are eager to leverage AI Chatbots—and while having robots help us work is cool, it also poses some serious risk.  Help them understand how to use AI Chatbots without introducing a whole host of risks with this easy to digest...

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  • Video: Give wisely

    Video: Give wisely

    Giving and receiving gifts is part of doing business—but making sure it’s done the right way is key. Provide clear guidance with this short, targeted training video (1:50). In roughly two minutes, this video provides detailed descriptions on...

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  • Values Check

    Values Check

    Your employees know what your org’s values are—but it’s not always obvious how to practically apply them to their day-to-day decisions. That’s why we created this at-a-glance, fill-in-the-core-value job aid to make the process...

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  • 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...

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