Privacy Policy
Last Updated: September 4, 2026
Draft and Direction LLC (“Website,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and organizational data entrusted to us. This Privacy Policy outlines how we collect, use, store, and safeguard information when you visit our website, participate in our leadership diagnostics and organizational assessments, engage our consulting or coaching services, or utilize our client portal environments.
By accessing our Website, participating in an assessment, or using our Services, you acknowledge the practices described in this policy.
1. Information We Collect
We collect information directly from you, automatically through your interaction with our digital platforms, and from corporate sponsors or employers who engage our Services on your behalf.
Professional & Identifiable Information: Name, corporate or personal email address, phone number, job title, department, organizational role, company name, and billing details.
Diagnostic & Assessment Data: Individual and team survey responses, 360-degree feedback, leadership style evaluations, interview notes, organizational culture data, and performance metrics submitted during diagnostic or consulting engagements.
Consulting & Coaching Records: Notes, action plans, communication logs, and strategic materials generated during advisory sessions or auxiliary coaching engagements.
Technical & Usage Data: IP address, browser type, operating system, portal login timestamps, page interactions, and cookies collected automatically when accessing our website or diagnostic web tools.
2. How We Use Your Information
We use collected data to deliver high-value diagnostic insight, strategic alignment, and advisory services. Specifically, we process information to:
Administer, score, and analyze leadership diagnostics, team evaluations, and organizational surveys.
Generate individual feedback profiles, executive summary reports, and organizational diagnostic deliverables.
Facilitate strategic consulting, leadership advisory sessions, workshops, and secondary coaching.
Manage client accounts, process retainers/invoices, and fulfill contractual obligations under executed Statements of Work (SOWs).
Develop, train, calibrate, and improve our proprietary diagnostic tools, framework models, and industry benchmark metrics using de-identified and aggregated data.
Communicate administrative updates, session reminders, and project milestones.
Maintain network security, prevent fraud, and comply with legal requirements.
3. Diagnostic Confidentiality and Corporate Reporting
Because our primary business involves corporate assessments and leadership diagnostics, we handle individual feedback and organizational data with distinct protocols:
Aggregated Survey Results: Responses to culture assessments, climate surveys, and multi-rater evaluations are typically aggregated into group-level reporting to preserve individual participant anonymity, unless a specific diagnostic tool explicitly requires attribution (e.g., direct supervisor feedback) and is disclosed prior to participation.
Executive & Individual Assessments: Individual leadership diagnostics conducted for personal development or executive coaching will be shared with the individual participant and, where contractually agreed in a corporate SOW, summarized for designated organizational sponsors (e.g., HR leaders or executive sponsors).
Non-Disclosure of Raw Notes: Qualitative interview notes, private coaching logs, and raw diagnostic scoring matrices remain the confidential property of Draft and Direction LLC and are not disclosed to corporate sponsors except in synthesized, professional report formats.
4. Data Sharing and Disclosure
Draft and Direction LLC does not sell, rent, or trade personal or organizational data to third parties. We share information only in the following contexts:
Authorized Corporate Sponsors: When your employer or organization contracts our Services, we deliver final diagnostic reports, team analytics, and consulting deliverables to the designated organizational stakeholders as specified in our agreement.
Third-Party Sub-Processors & Platform Providers: We share data with trusted vendors who support our operations, including assessment software platforms, survey engines, cloud hosting, scheduling tools, and secure payment processors. These providers are bound by strict confidentiality obligations and are prohibited from using your data for independent purposes.
Legal and Compliance Obligations: We may disclose information if required by law, subpoena, or court order, or when we believe disclosure is necessary to protect our legal rights, investigate fraud, or ensure the safety of our clients or others.
5. Data Aggregation and Anonymization
Draft and Direction LLC regularly anonymizes, strips of personal identifiers, and aggregates data collected through our diagnostic instruments. We reserve the right to retain and use this de-identified, non-personally identifiable statistical data indefinitely to establish industry benchmarks, publish research insights, and refine our organizational assessment methodologies.
6. Data Security
We employ industry-standard technical, administrative, and physical security measures—such as encryption in transit and at rest, secure cloud storage, and restricted staff access—to protect personal and diagnostic data against unauthorized access, loss, or misuse. However, no internet transmission or electronic storage method is completely secure, and we cannot guarantee absolute security.
7. Data Retention
We retain personal information and diagnostic data for as long as necessary to fulfill the purposes for which it was collected, satisfy project milestone requirements, resolve disputes, and comply with professional, accounting, or legal obligations. Client files and diagnostic reports are archived or securely disposed of in accordance with our internal data retention schedules.
8. Your Data Rights
Depending on your jurisdiction and the nature of our engagement, you or your organization may have the right to:
Access, update, or correct accuracy in your personal contact information.
Request the restriction or deletion of personal data provided directly by you (subject to contractual terms between Draft and Direction LLC and your sponsoring organization).
Opt out of non-essential marketing communications by using the unsubscribe link in our emails.
To exercise these rights, please contact us at the details provided below. Note that if your diagnostic participation was sponsored by your employer, certain requests may need to be routed through your organization’s primary administrator.
9. Cookies and Tracking Technologies
Our Website may use cookies, analytical tags, and similar technologies to optimize website navigation, measure traffic patterns, and customize your experience. You can adjust your browser settings to decline cookies; however, doing so may impact the functionality of certain client portal tools or diagnostic interfaces.
10. Third-Party Links
Our Website and assessment tools may contain links to third-party sites or external tools. Draft and Direction LLC is not responsible for the privacy practices, security, or content of those external websites. We encourage you to review the privacy policies of any third-party platform you visit.
11. Changes to This Privacy Policy
We may revise this Privacy Policy periodically to reflect changes in our diagnostic offerings, technology, or legal requirements. Updates will be posted on this page with a revised "Last updated" date. We encourage you to review this policy periodically.
12. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
Draft and Direction LLC