My goal today is to

What's new this month

Free

The Product Design Checklist

Inclusive design helps make sure more customers can access and use products and services without unnecessary barriers. This product design checklist gives you a practical starting point for reviewing whether your products, services or customer journeys are accessible, usable and inclusive for a broad range of customer needs. The checklist encourages teams to think beyond the design itself and consider customer goals, accessibility, usability, user testing, feedback and continuous improvement. It also highlights the importance of drawing on different perspectives, rather than relying only on the experience of the designer or design team.

    Browse by role

    Training, quality and improvement

    Team leaders and managers

    Safeguarding and preventing harm

    Risk, compliance and legal

    Customer-facing staff

    Customer service

    Complaints and escalations

    Claims and case handling

    Most popular

    Free

    Vulnerable Customer Policy Template

    This vulnerable customer policy gives organisations a practical starting point for putting the right principles and support in place so teams can respond more consistently, and customers can access help more easily. Provided in Word format, it is ready to download, tailor to your organisation and adapt to your internal approach.
    Free

    Supporting Employee Wellbeing: A Practical Guide for Line Managers

    Properly supporting your employees is an important part of creating a confident and resilient team. This guide brings together practical resources that line managers can use when employees need support with wellbeing, difficult customer interactions, reasonable adjustments or challenging life circumstances. This guide is especially useful for organisations where customer-facing teams regularly deal with demanding, emotional or distressing conversations, and where managers want to confidently support teams with more care and consistency.

    Collecting and Using Meaningful Vulnerability Data

    🗓️

    12:00am, 2 March 2026
    An insightful live panel discussion exploring how organisations can collect and use meaningful vulnerability data, while balancing regulatory requirements with ethical, transparent customer support.
    Premium

    Fire Evacuation Guide for Vulnerable Residents

    Fire evacuation plans only work if they take real people into account. This guide helps housing providers, landlords and building managers think more carefully about residents who may not understand a standard evacuation plan or may not be able to follow it without extra support. It covers practical steps such as checking understanding, having better conversations with residents, identifying fire risks, preparing Personal Emergency Evacuation Plans and making information more accessible. It is a useful guide for anyone responsible for resident safety in managed or tenanted buildings. PLEASE NOTE: this document is for guidance only and does not substitute the key requirement and duty placed on employers and businesses which is to develop a premises emergency evacuation plan covering all likely scenarios of occupation.

      Browse by sector

      Utilities

      Telecoms

      Retail and essential services

      Local authorities and public sector

      Insurance

      Housing

      Health and social care

      Financial services

      Popular topics

      Turning policy into practice

      Staff confidence, training, and coaching

      Safeguarding and escalation

      Recording and using vulnerability data

      Reasonable adjustments

      Product and service design

      Mental health and wellbeing

      Identifying vulnerability

      Financial difficulty and debt support