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Templates and toolkits

  • Ethics & Compliance Events Calendar

    Ethics & Compliance Events Calendar

    This at-a-glance resource outlines all the key ethics and compliance observances for the entire year on a single page.  Plus, each event links to a curated list of recommended Broadcat tools to ensure you have everything you need to amplify your...

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  • This toolkit is packed with useful tips and templates to make planning, executing, and documenting routine helpline testing easy peasy.

    Helpline Testing Toolkit

    If your helpline isn’t effective, your compliance program isn’t either. That’s why we created this free toolkit for our savvy fans. It’s packed full of useful tips and templates to make planning, executing, and documenting routine...

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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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  • Values Check

    Values Check

    Your employees know what your org’s values are—but it’s not always obvious how to practically apply them to their day-to-day decisions. That’s why we created this at-a-glance, fill-in-the-core-value job aid to make the process...

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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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  • COI Disclosure Questions, simplified

    COI Disclosure Questions, simplified

    Quality disclosure questions are REALLY hard to write well and are rarely seen in the wild. That's why these COI Disclosure questions are perfect—they're easy to use AND understand. So, if you’ve ever felt awkward asking about finances and...

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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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  • 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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  • 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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  • Silo-busting Email Templates

    Silo-busting Email Templates

    You know you need to maintain cross-functional relationships throughout the org to be truly effective, but crafting eloquent, concise, and persuasive messages takes waaaay more time than most compliance pros have.  We got you! These 16 grab-and-go...

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  • Project Rollout Toolkit

    Project Rollout Toolkit

    Pouring your heart and soul into a project only to have it go over like a lame dad joke is the worst! This toolkit has you covered like a warm, cozy blanket, making the big rollout super simple—we’ve done the hard part for you so you can save...

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  • Compliance Project Planning Toolkit

    Compliance Project Planning Toolkit

    Spinning your wheels is only fun if you're drag racing in an IROC Camaro. Keep your projects tight, focused, and measurable with this brutal strategy kit. Never let a project wither and die again due to “wait, why are we doing this?”...

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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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  • Template: Helpline Wallet Cards

    Template: Helpline Wallet Cards

    Whether for new hires, something you pass out at meetings, or leaving them around the office, use these cards to get your helpline information out there. Customize this template and send out for printing, or just use the print-it-yourself instructions we...

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  • Template: Communicating with Hotline Callers

    Template: Communicating with Hotline Callers

    These email templates help you gather information, manage expectations, and ensure follow-up when employees report issues. Use these to manage the full lifecycle of a hotline case in an empathetic—and consistent—manner. We’ve even...

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  • Template: Hotline FAQs

    Template: Hotline FAQs

    A guide to making your hotline employee-friendly and effective with pre-made FAQs you can easily customize. These FAQs help minimize anxiety and boost confidence in your reporting system by explaining what to know and expect in simple, friendly, human...

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  • How-to Guide: Measuring Policy Usability

    How-to Guide: Measuring Policy Usability

    Make sure your company's policies are actually understandable with this simple tool. Knowing is a policy is usable is more than just running a grade-level check in Microsoft Word—it’s knowing if employees can correctly find the information...

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  • Template: Hotline Awareness Game

    Template: Hotline Awareness Game

    Get employees familiar with your hotline through this simple office contest. We provide step-by-step instructions and emails for running a giveaway contest—which your employees will enter by submitting a question or simple “this is my...

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  • Template: High-Risk Process Map

    Template: High-Risk Process Map

    Empower your team to understand what risky behavior is, who does it, and how to control it. This template gives you a simple, structured way to think through the weak points—and control points—in a risky business process, so you know where to...

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