Terms

Terms of use

Starter language for launch planning. Have legal counsel review before public release.

Purpose of the tool

The diagnostic is designed to support succession planning, talent mapping, continuity planning, retention discussions, and recruiting conversations for professional-services organisations.

Not legal, financial, or HR advice

The tool provides business diagnostic information and suggested discussion areas. It is not legal advice, employment advice, financial advice, or a final assessment of any person.

Confidential information

Users should not enter client names, privileged legal matter details, health information, compensation specifics, allegations, or unrelated personal information.

Enterprise reporting

Enterprise clients must decide whether reporting will be anonymous, named, or hybrid before inviting participants. Participants should be told which reporting mode applies.

Report interpretation

Reports are conversation starters. Findings should be validated through leadership discussions, interviews, and role-specific follow-up before any employment, succession, or recruiting decision.

Contact

Questions about use of the tool should be sent to matt@mattpatterson.ca.