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Templates and toolkits

HR Team

  • 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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  • 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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  • Training Effectiveness Tracker

    Training Effectiveness Tracker

    You’ve been busy getting creative and pushing out compliance messages in a TON of different ways—go you! Now it’s time to give your program credit for all those emails, social posts, newsletters, leader-led conversations, digital...

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  • Compliance Team brand toolkit

    Compliance Team brand toolkit

    Give your department the polished look it deserves with the Compliance Team Brand Toolkit! Newer teams will love this because of its brand-in-a-box features, which means you don’t have to spend hours in brainstorming coming up with a consistent...

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  • Policy Template

    Policy Template

    Break down your company's policies into an efficient explainer of what is OK, what isn't, and whom to contact with questions. This template is a simple, design-forward layout that organizes standard policy information into a format that is massively...

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