Privacy Policy

The Broad Strategy ("we", "our", or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or engage our advisory services.

1. Information We Collect

We collect information you voluntarily provide when you contact us, request a discovery session, or engage our services. This may include:

• Name, email address, and telephone number
• Organization name and role
• Information shared during discovery sessions or advisory engagements
• Any additional information you choose to provide in communications with us

We also collect limited technical information automatically when you visit our website, including IP address, browser type, device type, and pages viewed.

2. How We Use Your Information

Information is used solely to:

• Respond to inquiries and facilitate engagements
• Deliver advisory services and communicate about them
• Prepare Statements of Work, proposals, and related documentation
• Improve our website and service offerings
• Comply with applicable legal obligations

3. Confidentiality

All client information and organizational details shared during engagements are treated as strictly confidential. Information shared during advisory work is used only for the purposes of the engagement and is not disclosed to third parties without written consent, except where required by law.

4. Information Sharing

We do not sell, rent, or trade personal information. Information may be shared only with:

• Service providers who support our operations (e.g. email, scheduling, hosting), subject to confidentiality obligations
• Legal or regulatory authorities when required by law
• Successor entities in the event of a business transition

5. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected or as required by law. Engagement records may be retained for a reasonable period following the conclusion of services for legal and operational purposes.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect information from unauthorized access, disclosure, alteration, or destruction. However, no transmission over the internet or method of electronic storage is fully secure, and we cannot guarantee absolute security.

7. Your Rights

You may request to access, correct, or delete personal information we hold about you. You may also withdraw consent to ongoing communications at any time. To exercise any of these rights, contact us at the address below.

8. Cookies & Analytics

Our website may use cookies or similar technologies to improve functionality and analyze usage. You may disable cookies through your browser settings, though some features may not function properly as a result.

9. Third-Party Links

Our website may link to external sites not operated by us. We are not responsible for the privacy practices of those sites and encourage you to review their policies.

10. Changes to This Policy

This Privacy Policy may be updated from time to time. Material changes will be communicated through our website. Continued use of our services after changes take effect constitutes acceptance of the updated policy.

11. Contact

Questions regarding this Privacy Policy may be directed to:

The Broad Strategy
charleen@broadstrategy.ca