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Job aids

Decision trees

Marketing Team

  • Three simple questions guide your employees through whether it’s OK to share info freely or they need an NDA before spilling the company beans.

    Do you need to get an NDA signed?

    Ever wonder if something you're about to share needs to be kept hush-hush? This handy guide is here to help! Think of it like a three-question quiz: answer yes or no, and it'll tell you if a Non-Disclosure Agreement (NDA) is needed before anyone spills...

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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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  • Received a request to transfer data?

    Received a request to transfer data?

    What counts as "personal data" to one person might not be to another, which can create major headaches. Use this decision tree to remedy your ills and ensure all your teams have a healthy dose of privacy know-how. In five simple steps, it guides them...

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  • Is it a sponsorship, grant, or donation?

    Is it a sponsorship, grant, or donation?

    Umm, who approved sponsoring this Cheese Rolling event?... It’s great when companies participate in corporate giving. But it’s not so great when external requests for funding are miscategorized–or even worse–the request...

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  • Received a request for funding?

    Received a request for funding?

    Anyone at your org might pick up the phone or receive an email asking for funding. Ensure they know exactly how to navigate those requests and avoid downstream issues with this job aid. Covering donations, grants, sponsorship and access programs, this...

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  • Can I give or accept this gift?

    Can I give or accept this gift?

    It’s super challenging to offer gift guidance for every situation. That’s why we created this effortlessly simple decision tree to break down all your relevant policies and do the job for you. Employees can tackle one question at a time to...

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  • Can they accept it?

    Can they accept it?

    Counterparties have policies, too! This handy guide walks your employees through the process of determining what gifts are permissible—before they're given. So much of compliance focuses your own company G&E policies, but you don’t want...

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