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Checklist: Conflict of Interest – Creating Effective COI Policy and Questionnaire

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Download our free comprehensive checklist for creating an effective COI policy and questionnaire to:

  • Find out the different components that make up an effective COI policy and or questionnaire
  • See the potential areas of conflict that are often overlooked
  • Be able to create a complete conflict of interest questionnaire to distribute to employees
  • Learn about other resources to help manage the entire COI disclosure process

Instructions

  1. Download the checklist by filling out the form
  2. Print or edit electronically using Adobe Acrobat PDF Reader
  3. Read through the guide and complete the checklist
  4. Share the COI policy/questionnaire
  5. Implement an effective COI disclosure management process

Next Steps

After investing time and resources creating these policies, make sure employees read, understand and apply them to their daily job responsibilities! How? Read the Guide on How to Ensure Employee Accountability & Compliance through Effective Policy Management.

Download COI Disclosure Checklist

The Customer's Success is our Success

Deployment Flexibility Makes Implementation Easy

Implementation takes days, not months. With a variety of deployment options to best suit ConvergePoint’s needs, including in-house SharePoint, SharePoint Online via Office 365 and as a Software-as-as-Service. Choose the deployment option that works best for your organization. Whether it’s in-house or hosted, our compliance management software offers robust features and free upgrades.

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Simplified Software = Less Risk

Our Compliance Management Software Products Create a Complete Compliance Solution

If your organization is still using emails and attachments to manage compliance, it’s time to take control. Request a demo and see for yourself how simple and streamlined managing compliance can be with ConvergePoint. Explore our products below.

Policy and procedure management software
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Manage the policy and procedure life cycle with from start to finish. Create, revise, review, track and approve policies, distribute and manage employee compliance certification. Learn more.

Contract management software
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Request, create, approve, manage and renew contracts on a single contract management platform with extensive search and reporting capabilities. Learn more.

Conflict of interest management software
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Increase transparency by automating the COI disclosure process, from requesting employee forms to tracking decisions and reporting on conflicts. Learn more.

Health and safety management software
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Request a Demo of Our Policy Management Software

Let’s discuss your compliance challenges and goals — schedule a live demo today with one of our client relations managers. You’ll see how our Policy Management Software on SharePoint, Office 365 or SaaS works, and how it can quickly strengthen your compliance management program.

Automate employee safety training, update safety policies, get real-time reporting and track incidents, inspection completion and corrective action assignments. Learn more.

How to choose the right policy management software for your company

Download checklist

Looking for a better way to manage policies at your organization?

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Industries Served

Education

Disclose alumni contributions, hiring practices, partnership details, and promotional endeavors.

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Manufacturing and Retail Industry

Oversee disclosure conflicts, employee hiring practices, contributions from outside organizations, and legal ties.

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Healthcare

Manage conflicts of interest, employee investments, familial ties, and competitor links.

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Financial Services and Banking

Supervise stakeholder ties, employee investments, corporate contributions, and political connections.

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Insurance and Employee Benefits

View ownership interests from employees, financial contributions, family connections, and legal involvement.

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Energy and Utilities

Handle employee connections with board members, corporate gifts, political connections, and environmental regulations.

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Transportation

Outline conflict of interest protocols for third-party providers and brokers, upper management, and mitigate driver and pilot COI breaches.

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Looking for best practices?

Visit our resource library for industry best practice tips and for case studies on how our software has helped clients in your industry.

Policy Management Best Practices
Contract Management Best Practices