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  • This tool helps quickly answer the question, “Who really needs this guidance?” so you can tailor the content to their roles and activities.

    Who should get this training?

    Training everyone on everything is exhausting—for you and the org. It hurts your rep by making compliance feel like an irrelevant formality. But can you really do this differently? Yes! Tailor your training and reminders to the folks who pose the...

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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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  • Received an Employee Concern?

    Received an Employee Concern?

    This elegant guide shows exactly where to go within the company when issues pop up: HR, compliance, or both. A lot of really smart managers and employees don’t know the difference between HR and compliance—the two teams’...

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