Trust & Evidence
Confidentiality & information handling
Dominion advisory discipline
Apply privacy-aware discipline to sensitive governance records, leadership information and client materials.
Intended outcome
Information is requested, accessed and retained in proportion to the engagement need.
Scope of consideration
Purpose-limited collection
Controlled-access expectations
Sensitive-material handling
Retention and disposition discipline
Illustrative work products
Information-request protocol
Handling expectations
Engagement access map
Retention schedule
Discuss the requirement