Ethics & Confidentiality
Our stance
This work only creates value when confidentiality is real and boundaries are explicit.
We operate with clear ethical standards across all engagements — including coaching, assessment-informed insight, and advisory work. Leadership insight is not treated as documentation, evidence, or leverage. The purpose is clarity and sound decision-making, not record-keeping.
Confidentiality: how it works here
Confidentiality is foundational to our work.
When coaching is part of an engagement, confidentiality is handled in alignment with the International Coaching Federation (ICF) Code of Ethics, which requires coaches to maintain the strictest level of confidentiality with clients and sponsors, subject only to limited legal and safety exceptions.
- Coaching conversations are confidential
- We do not share coaching notes, transcripts, or verbatim quotes
- We do not disclose personal reflections or session content
- Information is not shared with managers or sponsors without explicit agreement and informed consent
These principles extend beyond coaching. Any individual leadership conversation where candor, judgment, and trust are required is treated with the same care and containment.
Assessment data: when it is shared — and when it is not
By default, psychometric assessment data is not shared with managers or sponsors.
There are limited, explicitly contracted exceptions.
Manager Insight or Manager Alignment sessions
When a manager requests — and the leader agrees — we may share interpreted assessment insight to help the manager better support the leader.
- The leader is informed in advance that assessment insight is likely to be discussed
- The focus is on patterns, strengths, and risk conditions — not raw scores
- Assessment data is translated into practical implications, not diagnosis
- Assessment reports and raw score sheets are not distributed
These sessions are designed to improve support and alignment — not to deliver feedback, evaluation, or performance judgments.
360 feedback data
We do not share 360 feedback data with managers or sponsors.
Ever.
360 feedback is used solely to support the participant’s own reflection and development. It is not summarized, excerpted, or repurposed for others, regardless of sponsorship.
Selection, hiring, and transition work
In selection, hiring, or transition contexts, insight is shared with the hiring manager or sponsor because that is the explicit purpose of the work.
- The scope of information sharing is defined upfront
- Insight focuses on likely strengths, operating patterns, and potential risks
- Assessment data is interpreted and contextualized, not presented as certainty
Development-focused confidentiality standards and selection-focused disclosure standards are treated as distinct use cases and are never blended.
Sponsor updates
When an organization sponsors the work, updates are intentionally limited.
- Engagement status (active or completed)
- Participation (attendance and completion)
- High-level focus areas or category-level next-step recommendations, only when contracted and consented
We do not provide content-level summaries of coaching or development conversations, and we do not provide material for personnel files.
What we do not provide
- Coaching notes or session documentation
- Raw assessment data or score reports for personnel files
- Written summaries for performance management or disciplinary use
- Investigative findings or “tell us what’s really going on” reports
- Documentation intended to justify promotion, demotion, or exit decisions
If documentation or leverage is the goal, this is not the right work.
Consent and shared conversations
Any shared conversation involving a leader and a manager or sponsor is discussed in advance, aligned on purpose and boundaries, and focused forward rather than backward.
Leaders retain agency over what is shared, consistent with ethical coaching practice and informed consent.
Limits to confidentiality
Confidentiality may be limited in rare circumstances involving credible risk of harm, illegal activity, or legally required disclosure (such as a court order or subpoena). These situations are handled with care, transparency, and respect for all parties involved.