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Template: Annual Board of Directors Program Overview

Prepping for your yearly status check? No need to start from scratch. Here’s how to streamline. Nail your annual program overview with 17 prepared, customizable slides that are framed around the...

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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...

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Gifts are not travel expenses

Remind your managers and finance team to check that the right things are included on T&E reports—and the wrong things aren’t disguised as legit expenses. This graphic can be used alongside our other travel & expense materials to build...

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Social Media Module

Help your folks avoid saying dumb stuff on social media without sounding like everyone’s Aunt Irene. This simple, friendly visual guide pairs well with our social media checklist and any IPA that has a strong citrus note. This Guide gives each of...

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Managing a Joint Venture Partner?

Help your team know how to navigate day-to-day JV issues with this handy guide that hits all the key areas of corruption, trade compliance, conflicts, confidentiality and more—all so your team doesn’t have to do it from memory. It’s...

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Exploring a potential partnership?

This easy checklist gets your business development folks ready to take on new partners the right way. While your deal team is busy working to close the deal on a new partnership, keep potential compliance problems at the fore with this easy-to-follow...

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Are you prepared to present?

Empower your sales staff with this helpful checklist before they meet with prospective customers. Meeting sales prospects in person is critical for a lot of businesses and helps foster relationships, but your sales force needs to be prepared for a...

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Managing a Third Party?

The risk of working with third parties is actually working with them, not starting the relationship. Show your team how to manage third-party relationships—and their potential red flags. This piece breaks down the basics of handling day-to-day...

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Legal and Compliance: Who Does What?

You’ve been asked it; this chart explains it. Set out for your employees the different roles and responsibilities of legal and compliance. Your compliance allies aren’t just in compliance; they’re also part of the legal team. Use this...

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Before you close the investigation file, make sure...

This simple checklist reminds your investigative team of how to effectively close out and document an investigation. Before an investigation team moves on, there are about a dozen elements of documentation and communication that must occur. It’s...

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Before you send that shipment, make sure it won't come back

This checklist helps sales staff evaluate whether an order is legit—or potentially channel stuffing. The incentive to sell as much product as possible is great for your business … until sales folks get too eager to get stuff out the door...

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Is it OK to do or say [blank] at work?

Grandma knows what’s up. Help your team easily determine whether behavior is appropriate at the workplace with this colorful decision tree. Your workplace doesn’t have to be stuffy, but it’s a business, and recognition that your action...

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Contract Execution Checklist

Distill down the critical elements for your company's contracts with this simple, customizable tool. Avoiding surprises after a deal closes requires your team to check for more than commas in the agreement. Before execution, use this powerful tool to...

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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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Overseas Travel Module

Behold: a simple, immersive way to give your employees detailed guidance on overseas travel risk. It's set up to tie to other parts of your program and pairs well with our travel checklist and a nice pinot. As seen in the video tour of Design Club, this...

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Conference Room kit

Gary knows he's supposed to wipe down the whiteboard before kicking on a video call, but he got worked up talking about his Game of Thrones fanfic that he forgot...and now your engineering data's been leaked. Help all your Garys keep it together with...

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New employee orientation (mini-module)

This simple mini-module helps bring new hires quickly up to speed on the company's compliance program without overwhelming them. New employees tend to worry about, in order: (1) where is the bathroom, (2) who is my manager, (3) how does healthcare work,...

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New Employee Onboarding checklist

Seamlessly bring on new hires with this helpful checklist—and diligence record. Rather than overwhelm a new hire (and their manager) at the start of the new job, we created a simple checklist to detail what needs to happen. This informs everyone of...

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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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Super Simple Helpline - horizontal

Snail mail? Yup, people still use it. This phenomenally straightforward piece tells your employees exactly what they need to know for reporting concerns.

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Steal the spotlight - horizontal

Inspire your employees to have a voice when they see something wonky.

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Hotline Speak Up - horizontal

The hotline poster goes 21st century! Print a poster or display it on any digital screen where you want to drive hotline awareness.

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Hotline Report - horizontal

The hotline poster goes 21st century! Use it as a poster or use this graphic any digital screen where you want to drive hotline awareness.

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We're in this together! - horizontal

Spread the word that your company's ethics, legal, and compliance teams are ready and willing to help.

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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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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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