Display:

  • 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...

    0✨
    View
  • 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,...

    6✨
    View
  • 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,...

    8✨
    View
  • 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...

    8✨
    View
  • 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...

    8✨
    View
  • 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...

    8✨
    View
  • If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at the right destination (or get lost along the way!).

Demystify who does what with this handy chart, and look forward to receiving important info that actually belongs in your department, while spending a lot less time sending those “looping in so-and-so” emails. 

Looking for a pared-down version that works just as hard? Try the “Legal and Compliance: Who Does What?” infographic.

    Legal, Compliance, Audit, and HR: Who does what?

    If you’ve ever struggled to explain your job to someone, we feel you! The lines are often blurry when trying to distinguish between legal, compliance, HR, and internal audit. Which also means urgent info might take a few detours before arriving at...

    8✨
    View
  • While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker is intoxicated while working.

In three steps, this job aid explains that employees should 1) not jump to conclusions or pass judgment, 2) try to move the affected colleague away from a potentially dangerous setting, and 3) let someone know immediately. Plus, it outlines helpful info HR needs to know to investigate. 

This job aid is especially powerful in a manufacturing or construction environment, where safety concerns are paramount. Pair it with Substance abuse red flags or Resources to help with substance abuse for even more impact.

    Suspect substance abuse on the job?

    While employees are not responsible for a teammate’s substance abuse, they ARE responsible for reporting it. Walk your employees through exactly what they need to do if they suspect a coworker is intoxicated while working. In three steps, this job...

    8✨
    View
  • Goal setting for managers

    Goal setting for managers

    It’s great when teams reach for the stars when setting their goals. But, ethics and compliance problems are likely to happen when those goals are unrealistic or poorly thought out, causing teams to cut corners, avoid collaborating, sacrifice...

    8✨
    View
  • Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to ease some of your anxiety...  Prepare your employees for the integration with this one-pager that carefully lists everything to do (and not to do) premerger. Share this gun-jumping infographic for extra impact.

    Before a merger or acquisition...

    Mergers and acquisitions can be both exciting and terrifying, like base jumping, that long drop on a rollercoaster, or attending a social event for us introverts. While we don’t have a remedy for that weird stomach feeling, we do have a solution to...

    8✨
    View
  • Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law).
 
Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits with folks from the other company—like pricing, contract terms, territories, product innovation, or any other strategic plans. That way, you’ll know they’re conducting business the right way and your integration won’t get disrupted by an honest, but illegal, mistake. 

For greater impact, follow this up with our before an integration job aid.

    What not to discuss during a merger

    Joining forces is exciting, but jumping the gun and prematurely sharing confidential information is not (because, you know, the law). Give this infographic to your employees at the onset of a merger or acquisition so they know what convos are off limits...

    6✨
    View
  • Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk?

While prohibiting the use of AI might sound good, it ignores human nature to find the easiest path forward (and when has prohibition really ever worked anyway, amirite?). 

Give your employees direction with this comprehensive guide before they find themselves up a creek without a paddle. They’ll learn how to avoid disaster and why these steps are necessary. Not just that—they’ll appreciate finding clarity in the murky waters of AI ethics and you’ll know they have the right tools to get through the muck.

Wanna frame this important issue with a mini campaign? Bookend it with the We protect our data and  Notify Privacy when mistakes happen job aids.

    How to use AI Chatbots at work

    Your employees are eager to leverage AI chatbots to boost productivity and enhance their work. But how do you balance that with cybersecurity, protecting IP, and reputational risk? While prohibiting the use of AI might sound good, it ignores human...

    6✨
    View
  • What are side letters?

    What are side letters?

    Packing sandwich condiments on the side reduces risk (of mushy bread, bleh!), but contract terms on the side only increases it. Use this checklist to make sure your teams don't spoil the deal!  Perfectly proportioned, it starts with a short, but...

    8✨
    View
  • What is social retaliation?

    What is social retaliation?

    No one likes to feel like an outcast, especially after being brave and speaking up or participating in an investigation. This is the type of retaliation that many employees fear, but it isn’t always clearly covered by non-retaliation policies.This...

    6✨
    View
  • Speak up: You have options!

    Speak up: You have options!

    Misconceptions around speaking up like, “you have to talk to your manager first” or “you should only go to compliance if someone’s breaking the law” will be a thing of the past with this infographic! Not only does it inform...

    6✨
    View
  • Suspect a privacy breach?

    Suspect a privacy breach?

    Awkward silence = cringe. Awkward silence with your coworkers = just plain terrible. Help your employees avoid long pauses and staring contests with this incredibly helpful infographic. It covers everything they need to share about a potential data...

    8✨
    View
  • Gathering information for a personal data request

    Gathering information for a personal data request

    Expeditious Ex·pe·di·tious | /ˌekspəˈdiSHəs/ Definition : to do something with speed and efficiency How to use expeditious in a sentence:  This checklist helps your employees expeditiously gather and prepare information for...

    8✨
    View
  • 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...

    8✨
    View
  • We protect our data

    We protect our data

    Foster a culture of data security at your company with this infographic, which answers the “why” of data protection with four key points: it’s the law, it’s good business, our customers expect it, and it’s the right thing to...

    6✨
    View
  • Notify Privacy when mistakes happen

    Notify Privacy when mistakes happen

    Being accountable and fixing mistakes yourself is great, but when it comes to privacy mishaps, there are situations where the Privacy Team needs to be looped in. This infographic explains the most common scenarios that require their helping...

    6✨
    View
  • How to handle a personal data request

    How to handle a personal data request

    Charades is fun, but, when it comes to handling requests for personal data, the last thing you want is for employees to play guessing games. Remove the ambiguity with this nifty infographic. It reveals the types of data requests they might receive and...

    8✨
    View
  • Data Processing Agreement checklist

    Data Processing Agreement checklist

    Everyone tells their teams to do their due diligence, but do they know what that actually looks like? This job aid gives your IT and procurement teams the ultimate vendor contract checklist, covering everything from contract basics to data-processing...

    8✨
    View
  • How to protect our data from imposters

    How to protect our data from imposters

    Kids dressing up as police officers = super cute. Adults impersonating them to get your company’s data = just plain creepy. But do your employees know what to do if they get a strange data request? Use this infographic to highlight who scammers...

    8✨
    View
  • Can I use personal data for this purpose?

    Can I use personal data for this purpose?

    If COVID taught us one thing, it’s that we all like a good puzzle…occasionally. But when it comes to using personal data, there should be nothing puzzling about it. This decision tree helps your employees piece together when they CAN and...

    8✨
    View