What you'll get: See a filled-in sample, with its PDF for a made-up business.
Family Security Playbook for businesses & organizations
Free · 15 minutes · for a staff meeting

Office scam drill

Most money stolen from small offices goes out through a payment someone was talked into making: a vendor's "new bank details", a gift-card text from "the boss", a payroll change. Practice the six calls that do it, out loud, at your next staff meeting. Then print the sign-in sheet for your training records.

Training sign-in sheet

Fill in the top, print it, and have everyone sign. Keep it with your office's records: insurers and auditors often ask whether staff are trained to spot payment fraud.

Calls practiced

    The rule we agreed on: before any payment, bank detail or payroll change, we call back on a number we already have, never one in the message. Payments over our limit need a second person.

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