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Job aids

IT Team

  • Handling Personal Information?

    Handling Personal Information?

    This easy-to-use chart covers what counts as personal information—and how to think through managing it. Handling personal information—whether it’s your customers’ or your own employees’—is risky, so help your...

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  • You might need an export license (ways to export version)

    You might need an export license (ways to export version)

    This graphic one-pager shows your team how to spot trade-compliance issues when sharing with non-citizens. Just because you’re not handing it to a courier doesn't mean it’s not an export—but that’s not really intuitive. This...

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  • Want to collect customer data?

    Want to collect customer data?

    A handy infographic based on FTC guidance, this walks your teams through the main issues involved in collecting and using customer data. Rather than give hard-and-fast rules, this piece asks critical questions about the use of customer...

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  • 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 personal data requests, and covers other important details they need to share with the Legal team.

Your teams will thank you for helping them be expeditious, and you’ll be relieved to receive the info you need the first time around.

    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...

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  • What counts as personal data to one person might be meaningless info 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 through  what documentation and approvals must be in order before anything goes outside the company. That way, they’ll know if it’s ok to hit “send” or if they’ll need to check with the Privacy Team first.
Clarity + consistency = privacy cure all

    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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  • 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 CAN’T use personal data, and who to contact if they have questions. 

Missing a piece of your privacy puzzle? Check out our collection of tools here.

    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...

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  • It doesn't need to go overseas to be an export

    It doesn't need to go overseas to be an export

    Easily educate your team on the basics of exports — and who can help if exports are involved.

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  • You might need an export license (deemed exports version)

    You might need an export license (deemed exports version)

    This easy tool explains the completely non-intuitive concept of "deemed exports" in trade compliance. Focusing on deemed export elements that would surprise most employees, we’ve designed this piece to drive employees to seek help from compliance...

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  • 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 exactly how to respond so there’s no surprises.
Two words. Three syllables:Good Thinking!

    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...

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  • 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 specifics.

Your teams will love the easy to read format, and you’ll rest assured that every service provider your company partners with for data processing will be properly vetted. Don’t wait for a sloppy contract to ruin your day (or, let’s be honest, year). Snag this job aid ASAP.

    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...

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  • Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this?

This nifty infographic makes sure your people understand the process of collecting or using sensitive personal information, and where to go with questions.

    Collecting sensitive personal data?

    Collecting consumer data is risky business. Your company needs this information to run, but your people should only be collecting what they absolutely need, and tracking those reasons. But do they know this? This nifty infographic makes sure your people...

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  • Departing Employee checklists

    Departing Employee checklists

    Employees departing may be routine nowadays, and that's exactly why you need these checklists. Make sure you and your teams get what you need before the employee is out the door! We created two checklists for completion—one for the employee, one...

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  • Going on a trip? Protect your data!

    Going on a trip? Protect your data!

    Show your folks these simple, but vital, rules for keeping company and personal info from being stolen while traveling. It’s not always intuitive that travel creates risk—people lose stuff, they get their computer stolen, hackers target...

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