Private workshops and the paperwork that makes them stick
What we require before a Leadership Data Forum, and why it protects both sides.
Private workshops succeed when discovery is serious. We schedule structured interviews with your analytics partner, review sample artifacts under NDA, and align on recording policies before anyone books flights.
The paperwork is not theater. It sets expectations about how custom scenarios may be reused, how attendees may share notes internally, and how we handle travel changes.
Workshop outputs include a decision memo template your team owns. We do not retain copies of proprietary query text beyond the engagement window described in your order form.
If your procurement team needs additional riders, build time for legal review. Rush approvals compress customization depth, which is a limitation we disclose early rather than apologizing for late.