Privacy & participant notice
This notice explains how the diagnostic is designed to handle assessment responses, contact requests, and enterprise reporting.
Your answers generate a confidential readiness report. In an enterprise rollout, results may be combined with other responses for management reporting.
Enterprise reporting can be anonymous or named. Confirm the reporting approach with the client before inviting participants.
Do not collect client names, privileged matter details, compensation specifics, health information, or unrelated personal information.
Questions or deletion requests should be sent to matt@mattpatterson.ca.
What we collect
- Firm or company name for the enterprise client record.
- Confidential respondent labels for assessment/reporting records.
- Industry, office/region, and practice or business category.
- Respondent role or perspective.
- Assessment answers and generated readiness scores.
- Invitation status and completion status for enterprise campaigns.
- Contact request details when someone asks for follow-up.
What should not be entered
- Client names or confidential client files.
- Privileged legal matter details.
- Compensation details for identifiable people.
- Medical, disability, family, or other sensitive personal information.
- Allegations, disciplinary notes, or performance-review commentary.
Retention and deletion
Enterprise clients should agree on a retention period before participants are invited. Data can be exported or deleted on request, subject to legal and contractual obligations.
Privacy-first enterprise design
For enterprise rollouts, emails should be used for invitation delivery only and names should usually be left out. Assessment submissions should use confidential labels and management reporting should focus on patterns by role, office, practice area, and risk category.
Limits of use
The diagnostic is intended to support talent, succession, continuity, and recruiting discussions. Reports should be validated through appropriate follow-up before they are used for significant employment, compensation, partnership, or organisational decisions.