Featured Products
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Check the document retention schedule
People forget that—even if they're finished with a document—your document-retention policy prohibits destroying it. Remind them that your company's policy gives them a handy schedule.
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Behavior during business events
Whether members of your org are attending a holiday party, product launch, or trade show—or anything in between—make sure they know what behavior you expect before attending the event. This...
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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...
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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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Providing something of value to an HCP?
When providing payment or something of value to healthcare professionals, transparency is paramount. But to accomplish this, your teams need to gather and report accurate and complete information. Let this guide do the heavy lifting for you by...
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Behavior during business events
Whether members of your org are attending a holiday party, product launch, or trade show—or anything in between—make sure they know what behavior you expect before attending the event. This infographic guides them on important pre-event...
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Video: Engaging in politics?
Show your teams how to engage in polite political speech with this illuminating video. In less than two minutes (1:25), it shares tips on having healthy discussions and empowers folks to switch topics or end conversations if needed. As for the...
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What is a business record?
Good records management keeps your business running smoothly, but knowing what qualifies as a business record and needs to be maintained can be tricky. Unravel the mystery and avoid confusion with this most excellent infographic. It starts with...
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Vanishing Words: A Guide to Ephemeral Messaging
Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...
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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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Writing a good investigation report
After all the effort that goes into a quality workplace investigation, writing a report that’s both concise and comprehensive can seem exhausting. But you need to memorialize that effort and it’s not something you can afford to get wrong...
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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...
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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,...
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Video: How to speak up and handle tough conversations
Tough conversations are inevitable! But you know what shouldn’t be? Handling them poorly. Equip your teams with the soft skills they need to engage in tough conversations with this short video (1:42). This video uses contrasting examples to guide...
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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,...
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Video: Careful Communications
Give your teams clear guidance on the do’s and don’ts of virtual communications with this short video (2:15). In less than 3 minutes, this video breaks down the top five things to consider when engaging in virtual communications: the...
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Awareness campaign: AI chatbots
Let’s be real: Your employees are already using generative AI and chatbots to boost their work. Before they slip up and accidentally share sensitive information or breach IP protections, display these awareness materials where they’ll...
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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...
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Awareness Campaign: Our Values
Show your teams how to translate your company’s values into actions with this crafty awareness campaign. These illustrative reminders contain four different eye-catching designs that are fully editable, so you can customize them with your...
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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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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...
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Video: AI Chatbots
Your employees are eager to leverage AI Chatbots—and while having robots help us work is cool, it also poses some serious risk. Help them understand how to use AI Chatbots without introducing a whole host of risks with this easy to digest...
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Video: Give wisely
Giving and receiving gifts is part of doing business—but making sure it’s done the right way is key. Provide clear guidance with this short, targeted training video (1:50). In roughly two minutes, this video provides detailed descriptions on...
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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
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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