Confidentiality

Strategic questions often reveal more than the final answer.

A production engagement should protect the decision context, internal evidence, people involved, and resulting recommendation.

01Engagement boundaries

Information use should be limited to the defined engagement purpose, approved team, and agreed tools or environments.

Client materials should not appear in public reports, training data, demonstrations, or marketing without explicit authorization.

Production policy should define access controls, storage locations, retention periods, deletion obligations, and incident handling.

External experts should be subject to confidentiality, conflict disclosure, and need-to-know access requirements.

Confidentiality

A production engagement should protect the decision context, internal evidence, people involved, and resulting recommendation.

Information use should be limited to the defined engagement purpose, approved team, and agreed tools or environments.

Client materials should not appear in public reports, training data, demonstrations, or marketing without explicit authorization.

Production policy should define access controls, storage locations, retention periods, deletion obligations, and incident handling.

External experts should be subject to confidentiality, conflict disclosure, and need-to-know access requirements.