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Templates and toolkits

Legal 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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  • Template: Speak Up Snapshot

    Template: Speak Up Snapshot

    Reports: They weren’t fun in elementary school, and they’re not fun now. If only you had something to do the work for you… like this dynamic template! Impress your colleagues, stakeholders, and even the Board with Broadcat’s...

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  • Writing for Compliance

    Writing for Compliance

    Writing that motivates others to act and follow standards is a talent that doesn’t come naturally to many of us. After years of academic and professional pressure, we default to using fancy schmancy words and over-explaining things—cluttering...

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