Data protection checklist

Maintaining confidentiality and safeguarding sensitive information is crucial for maintaining trust and professionalism during a consultancy project. This checklist outlines the key steps and considerations to ensure the confidentiality and security of sensitive information throughout the project. By following these guidelines, you can mitigate the risk of data breaches and uphold the confidentiality obligations to clients and stakeholders.

  • (1) Establish clear confidentiality protocols with the client at the beginning of the project.

  • (2) Keep all confidential information in a secure location, such as a locked filing cabinet or password-protected computer.

  • (3) Do not discuss confidential information with anyone who does not need to know it.

  • (4) Use discretion when discussing the project with others, and do not reveal more information than necessary.

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