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bcProfessionalStandardsAuthor:PeterAmanContributors:BarbaraBjornsonLairdReedAgendaplianceandIntroductionPoliciesCasesSourcesofadditionalinformationAgendaplianceandIntroductionPoliciesCasesSourcesofadditionalinformationProfessionalStandardsplianceFailuretofollowdescribedpolicieswillresultinsignificantpenalties,uptoandincludingimmediateinvoluntarytermination.PolicyAreasProtecting/sharingclientinformationpetitordatagatheringExclusivityandclientconflictHarassmentanddiscriminationInsidertradingGeneralandExpensePoliciesPolicyAreasWhatasetofworldwideprofessionalstandards(capturedinclientservicepolicystatements)whichreinforceourmitmenttoactingwithintegrityandhonestyspecificguidelines(capturedinclientservicepolicystatements)fortrickysituationswherethereistensionbetweendoingthebestfortheclientanddoingthe“right”thing,orbetweenneedsofmultipleclientsagroupofpeopleinthecenterandinlocalofficesdedicatedtointerpretingandapplyingthepoliciesProgramDescription(1of4)WhyBain’sreputationandsuccessultimatelydependsonittoensurethattheinstinctivereactiontoatrickysituationisgenerallytherightonereinforceafirmwidemitmentto“doingtherightthing”reinforceaculturewhichembodiesintegrityandhonestythatwecanallbeproudofprovideabusinessenvironmentconsistentwithfirmmanagementandemployeesvaluesProtectionfromsuitsProgramDescription(2of4)Whoeveryindividualemployee-embodiesourprofessionalstandards,thoroughlyunderstandsthemandappliesthemconsistentlyandprehensivelylocalofficeProfessionalStandardsProgramManager-interprets,counsels,providesfeedbacktootherofficesandtheCenterProfessionalStandardsProgramDirector(PeterAman)-centralresourcetomanageimplementationofprogramandassistdrivingofcontinuedprogramdevelopmentandimprovementProfessionalStandardsProgramOfficerandCoordinator(ColinAnderson,BarbBjornson)-centralresourcetofurtherdevelop,refine,andinterpret;mechanismformediationManagement-reinforce(actively),interpret,apply,provideincentives/disincentivesProgramDescription(3of4)Howthroughlocalresources(ProfessionalStandardsManagerscoordinatedwiththeCenter)worldwidetrainingforalllevelsrolemodelingattheteamlevellocalmunicationsandmarketingcoordinatedbythecenter(e.g.,intranet)internal/externalmarketingincentivesanddisincentivesBVUProgramDescription(4of4)AgendaplianceandIntroductionPoliciesCasesSourcesofadditionalinformationProfessionalStandardsPoliciesProtectingandsharingclientinformationpetitordatagatheringExclusivityandclientconflictHarassmentanddiscriminationInsidertradingGeneralandExpensePoliciesclientidentityclientinternaldataproprietaryinsightspurchasedstudies(permissionmaybeoverarchingatcasestart)presentationsproposalsback-upinformationsuccessstoriesgeneralinsightsgeneraldevelopedinformationpubliclyavailableinformationInformationWhichcanandshouldbesharedWhichshouldbesharedoncesanitizedCannotbesharedwithoutexplicitpermissionfromtheclientNoorproprietaryinformation(includingtheclient’sidentityandcharacteristicsoftherelationship),providedbyorobtainedfor,aclientmaybegiventoanyoneoutsidethecaseteam.InformationwhichisneitherproprietarynormaybesharedonlywiththeexpressapprovalofaBainpartnerontheoriginatingcase,andinmanycases,theclient.Protecting&SharingClientInformation-GuidelinesWhenclientinformationisprovidedtoapetingcaseteamorwithinaPracticeArea,thematerialmustbesanitizedbyoratthedirectionoftheOperatingVPwhoisthenalsoresponsibleforapprovingthefinalproductWhenclientinformationisprovidedtoanonpetingcaseteam,theprocessofsanitizingtheinformationmaybedonebyoratthedirectionoftheVPaskingfortheinformationbuttheOperatingVPisresponsibleforapprovingthefinalproductSanitizing(ordisguising)clientinformationandapproving/disapprovingmunicationoftheinformationistheresponsibilityoftheOperatingVPwhodidtheworkaccordingtothefollowingguidelines:Protecting&SharingClientInformation-DisguisingInformationIstheinformation(ordoesitunambiguouslybelongtotheclient)?YesNoDoesthedevelopedinfocreateapetitiveadvantagefortheclient(i.e.,wouldthevaluereceivedbytheclient’sbereducedbysharingtheinfo?)NoDoesthedevelopedinformationdependheavilyonclientproprietarydata/input/informationSourcedatahighlyproprietary(notpublic)Sourcedatareliantonclientinputandorinvolvement(e.g.,clientinterviews)NoDidclientpayasignificantportion(e.g.,>x%or>$x)ofthecostofBain’svalue-addedindevelopingtheinformation(i.e.,insightpaidforbyoneclient,notmany)?NoYesYesYesWouldsharingtheinfopassthe“SunshineTest”?Wouldsharingtheinfopassthe“SunshineTest”?YesNoNoYesSanitizeInformationandShareitInformationMayNotbeSharedWithoutClientPermissionInformationShouldbeSharedProtecting&SharingClientInformation-DecisionRulesforDevelopedInfo.
ProtectingandSharingClientInformation-PolicySummaryExternalReportsArticleorreportname,date,author,etc.NewsormagazinearticleLiteraturesearchReportpurchasedbyBain(notclient)BainPresentationsMethodologySlidesWorkplansIndustryoverviewdataStrategicinsights(iftheinsightsweredevelopedovermanyclientsandnotjustone(e.g.,lessonslearnedfromaretailcustomersegmentationcase))Strategicinsights(iftheinsightsweredevelopedforjustoneclient(e.g.,asequencingalgorithmfortwoautomanufacturers))InternalclientdataClientresearch/dataReportpurchasedbyclientAstudyconductedbytheclientAdataspreadsheetfromtheclientXXX*X*XXXXXXX*XInformationthatcanandshouldbesharedClientapprovalbeforesharinginformationInformationmustbedisguisedbeforesharingSubjecttoOperatingVPapprovalThegreatestamountofthehighestqualityinformationAtthelowestpossiblecostforourclientWiththehigheststandardsofprofessionalconduct(andtradeoffswillalwaysberesolvedinfavorofbusinessethicsoverdatacollectionconvenience)petitorDataGathering-ObjectivesClientitymustbeprotected.neverrevealclientnamewithoutVPandclientapprovalAllstatements,writtenorverbal,mustbetrue.LyingisneveracceptableunderanycircumstancesRefusingtoanswerquestionsispreferabletolyingBainEmployeescannotmis-representthemselves,thefirm(nameortypeofenterprise),orthetypeofresearchtheyareperformingpetitorDataGathering-Policies(1of4)Interviewrespondentscanbepromisednon-sensitiveresultsofresearchonlyifsuchresultsarefurnishedasdescribedandpromisedNopanymaybecontactedbyacaseteamforapetitorinterviewwithoutexpressapprovalfromaVPonthecase(topreventinadvertentlycallinganotheroffice’s/team’sclientbymistake)petitorDataGathering-Policies(2of4)OnlyVPsmayapprove/signwrittenstatementswhichdescribeforpetitorinterviewtargetsthepurposeofthequestionsorthedestination/limitationsontheuseoftheresultingdataNon-managementemployeesmaybecontactedonlywithexpressapproval(fromaVPonthecase)Wheninterviewingsomeonecurrentlyassociatedwithourclientwhopreviouslyworkedforapetitorofourclient,Bainstaffshouldclearlymunicatethatweexpectthemtohonortheiritymitmentstotheircurrent(orprevious)employerwearespecificallyaskingthemtoavoiddivulginganyinformationwhichisproprietaryorshouldbeconsideredweareonlyaskingforinformationthattheyarefortabledivulgingpetitorDataGathering-Policies(3of4)InnocircumstancesmayaBainemployeeofferanykindofmonetaryornon-monetaryincentiveforthepurposeofgatheringinformationBainemployeesareresponsiblefortheactionsofthosetheydirectlyorindirectlysuperviseOverarchingtestofanydecisionisalwaysthe“SunshineTest”-whethertheactionstandsupunderscrutinybyanobjective3rdparty(oronthefrontpageoftheWallStreetJournal)petitorDataGathering-Policies(4of4)Howdowerepresentourselves?Iam(yourname)ofBain&pany-amanagementconsultingfirmIam(yourname)ofBain&pany-IamdoingmarketresearchIam(yourname)apotentialinvestorIam(yourname)apotentialcustomerIam(yourname);wouldyougivemesomeinformationIam(yourname)abusinessschoolstudentBain&pany-amarketresearchfirmamarketresearchfirmAlwaysAcceptableAcceptableOnlywithVPandoftenclientApprovalAbsolutelyProhibitedXXXXXXXXpetitorDataGathering-Guidelines(1of3)Howdoyourepresenttheclient?nomentionindustryofclientareaofinteresttoclientclientnameanythingelseWhatorganizationsdowecontact?customersindustryassociationssupplierspetitorssecurityanalystsAlwaysAcceptableAcceptableOnlywithVPandoftenclientApprovalAbsolutelyProhibitedXXXXXXXXXpetitorDataGathering-Guidelines(2of3)Whointheorganizationdowecontact?seniormanagementmiddleandjuniormanagementnon-management(laborandclerical)Areincentivesappropriateforgatheringinformationmoneyothernon-monetaryrewardsAlwaysAcceptableAcceptableOnlywithVPandoftenclientApprovalAbsolutelyProhibitedXXXXXpetitorDataGathering-Guidelines(3of3)Bain&panyisdedicatedtohelpingourclientsachieveoutstandingresults.Assuch,weprideourselvesonhavingthemostrigorousstandardsintheconsultingindustrywithrespecttolyandconflictofinterest.ityofdata:OurgoalisabsoluteprotectionofproprietaryclientdataRigorousinternalpoliciesandprocedures“Assignmentexclusivity’:Bain&panywillnotacceptaclientassignmentworldwidewhereinourjudgmentsuccesswouldcauseanexistingclientassignmenttofail.Undermanycircumstances,thispermitsBaintoservetwopetitorsinanindustry.However,thiswilloftenrestrictstaffingandtheofficeinvolved.Toourknowledge,nootherleadingconsultingfirmoperatesastandardthisrigorous.ExclusivityandClientConflict-PolicySummary(1of2)Formal“performancepartnership”:Whereappropriate,weaspiretoagreetoformal“performancepartnerships”withourclients,aimedatcreatingsustainedexceptionalclientresults.Sucharrangementsareentirelyatthebehestofourclients.A“performancepartnership”relationshipisinnowayarequirementbyBain&pany.“InternalBaingatekeeper”:AmemberoftheBain&panyworldwidePolicymitteeisdesignated“internalgatekeeper”,toensureanyissuesrelatingtopossibleconflictofinterestareresolvedinamannerfullyconsistentwithBainpoliciesandclientinterests.“Peopleexclusivity:Individualswhoareinvolvedinstrategyworkforaclientarerestrictedfromdongstrategyworkforadirectpetitorforaminimumperiodfollowingtheendofanassignment-typicallyonetotwoyearsforseniorindividuals.ExclusivityandClientConflict-PolicySummary(2of2)HarassmentandDiscrimination-PolicySummaryNoemployeeshallthreatenorinsinuateanyadverseeffectswhatsoeveronanotheremployeewhoisrefusingtosubmittosexualadvances.Noemployeeshallengageinsexuallyharassingbehavior,includingpropositions,sexualments,sexuallydegradingterms,orthedisplayofworkplacedecorations,whichcouldpossiblyoffendanotheremployee.Noemployeesshallcreateanoffensiveorintimidatingworkenvironmentorexperiencebywords,acts,jokes,threats,orprintedmaterialswhichdemeanorshowhostilitytoanindividualrace,color,religion,gender,nationality,age,sexualorientation,ordisability.Ourpolicyoninsidertradingprovidesthegreatestprotectiontobothindividualemployeesaswellastothefirm(designedtopreventanyviolationsofsecuritiess,inadvertentorotherwise,aswellastoavoidtheappearanceofimproperconductonthepartofanyoneemployedatourfirm).Youareprohibitedfromtrading,andfromtippingotherstotrade,inapany'sstockwhen:youknowmaterial,non-publicinformationaboutapany;orthepanyisaBainclient(andappearsonBain'sRestrictedList);orthepanyisotherwiseassociatedwithBainoraBainclient(andappearsonBain'sRestrictedList)IftradingoutsidetheU.S.,youareexpectedtoadheretolocals;however,evenifthereisnolocalprohibitionon“insidertrading”,tradinginthestockofaBainclientisnotpermitted.InsiderTrading-PolicySummary(1of2)The“RestrictedList”ofpaniesinwhichemployeesmaynottradeismaintainedbyLocalControllers,CorporateTreasuryandpossiblytheseniorLibrarianineachlocaloffice.Ifyouownasecurity,youmaysellthesharesimmediately(assumingnoissueofinsiderinformation)orholdtheshares(eitherina“blind”trustoruntil3monthsafteryouleaveBain)inrarecircumstancesandonlywiththeapprovaloftheCenter,youmaybeabletosellasecurityontheRestrictedListwithinaprescribedwindowTheconsequencesofinsidertradingviolationscanbestaggering:civilfinesupto3timestheprofitgainedorlossavoidedbythetradingcriminalfines(nomatterhowsmalltheprofit),ofupto$1millionliabilitytothosedamagedbythetradingtheappearanceofimproperconductcanhaveaveryseriousimpactonBain’sbusinessandfinancialresultssanctionsuptoandincludingterminationofemploymentforcauseInsiderTrading-PolicySummary(2of2)GeneralandExpensePoliciesEmployeesmaynotviolateanycriminalorcivilsorregulations(federal,state,orlocal)aspartofanyworkforBain&panyoritsclientsnormaytheyrmend(eitherseriouslyorinjest)thattheclientviolateanycriminalorcivilsorregulations.Bain&panyletterheadmayonlybeusedforBain&panybusiness.Employeescannotacceptgiftsorpaymentsfrom3rdpartyvendors[exceptthosegenerallyacceptedinthebusinessmunity)(e.g.,frequentflierawards)].EmployeescannotuseBainorBaingeneratedcontactstopromoteorsellproductsofpaniesinwhichtheyhaveamaterialinterest.GeneralPolicies:EmployeesmustfollowExpenseStandardstodeterminereimbursableexpenses.ExpensePolicies:AgendaplianceandIntroductionPoliciesCasesSourcesofAdditionalInformationWhiletalkingsociallywithafriendwhoisworkingforadifferentclientinthesameindustryasyourclient(telmunications),yourfriendmentionsthathermanagerhasjustapprovedthepurchaseofa$4,000industryreport.This200pageprehensivedocumentisfromaresearchfirmandhasmuchofthedatathatsheneedstopleteheranalysis.Shethinksitmightbehelpfultoyourcaseteam.Youbelievethisreportcontainsmuchofthedataandanalysisthatyouwouldneedforyourownanalysis.Yourfriendhasacopyofthereport,and,asitcontainsnoprivateordatafromherclient,sheasksifyouwantacopy.Additionally,sheoffersyouanumberofgeneralarticles,webpages,andliteraturesearchesontheindustrythatmightbeofsomeusetoyou.Situation:plication:Cross-TeamSharingofExternalDataSources(1of3)Canyouphotocopypartsofthe$4,000reportthatherBaincaseteampurchased?Canyouusethepubliclyavailablearticles,webpages,andliteraturesearchesyourfriendhasfoundeventhoughsheconductedthesearchontimethatwasbilledtoanotherclient?Questions:Cross-TeamSharingofExternalDataSources(2of3)IfBain,notoneofitsclients,paidforthereport,theinformationcanbesharedwithinBain.However,youshouldcheckwiththeBainlibraryandtheresearchfirmthatpublishedthereporttoensureswillnotbeviolated.IfaBainclientpurchasedthereport,Bainmustsecuretheapprovalofthatclientinordertosharethereportwithanotherclient-checkwithyourVP.Typically,thetwoclientswillsplitthecostofthereport.Again,youshouldcheckwiththeBainlibraryandtheresearchfirmthatwrotethereporttoensureswillnotbeviolated.Publiclyavailablearticles,webpages,andliteraturesearchescanbesharedwithyouwithapprovalofthemanageronthecase-checkwithhim/herfirst.Answers:Cross-TeamSharingofExternalDataSources(3of3)WhileresearchingthebenchmarkingworkthatBainhasdoneforitsclientsintheutilitiesindustry,youfindacasethatcontainsaninternalandexternalBDPforapetitorfromanothercountry.AcasesummaryexistsonBRAVAbutitdoesnothaveanyofthebackupdatathatwouldbehelpfulinyoureffortstobenchmarkthepetitorsofyourclient.ThoughthecasewasdisguisedinBRAVAitappearsthatsomeofthebestpracticesareinternaltotheBainclientforwhomtheworkwasperformed.AslidethatlistssourcesintheBRAVApresentationshowsthatmuchoftheinformationthatwascollectedforthepetitorsisfrompublicsourceslikeOSHA,theEPA,andvariouslocalnewspapers.However,thereisdetailedcostinformationontheoldclientthatcamefromtheirfinancedepartmentaswellasaninternalreportthattheclient’soperationsgroupconducted,independentofBain,ontheirpetitors’machinerymaintenancecosts.Toensuretheaccuracyofyouranalysisandtosavetime,youproposetoyourcaseteamleaderthatyouintegratemuchofthedatafromthepreviousBDPintoyourownwork,updatinginformationwherenecessarybyusingthecontactsunearthedbytheoriginalwork.Situation:plication:SharingDataandResearchDoneforAnotherClient(1of3)CanyoucontacttheCTAontheothercaseandrequestthepubliclyavailablebackupdata?Canyouusetheotherclient’sinternalstudydoneonpetitors’machinerymaintenancecostswiththerationalethatitdoesnotcontainanyoftheotherclient’sowndata?Canyouutilizethelistofsourcesthatthepreviousteamdeveloped?Canyourequestacopyoftheoriginalclient’sfinalpresentationandusetheaggregatednumberstheycalculatedtorealitycheckyourownwork?Questions:SharingDataandResearchDoneforAnotherClient(2of3)Obtainingthepubliclyavailablebackupdataisallowed.However,youshouldcontactyourmanagerforhis/herapprovalbeforeaskingforthedata.Usingtheinternalreportthattheotherclient’soperationsgroupconductontheirpetitors’machinerymaintenancecostsisnotpermittedasitunambiguouslybelongstotheclientandwasdevelopedusingclientresources.Evenifthereportcontainsonlyasummaryofpubliclyavailableinformationandnointernaldata,itshouldnotbeusedandwouldmostcertainlyfailtheSunshineTest.(TheSunshineTest:wouldyouandothersatBainbeatallconcernedifthisparticularinformationbecameverypublic-e.g.,onpage1ofTheWallStreetJournal.)Inordertoupdatecostinformationinthisexample,itispermissibletocontactthepeopleandorganizationscontactedbytheothercaseteam.Thisisatime-savingstepand,sincetheinformationisnotconsidered,usingitwillnotpromisetheBainworkdonefortheoriginalclient.Sharingaclient’snumberswithanothercaseteamisnotallowedunlessthenumbersaredisguised,astepwhichgenerallyrenderstheparisonuseless.Maintainingtheintegrityofclient’sproprietaryandinformationisessentialtoprotectingBain’sreputationasafirmandtherebyprotectingtheinterestsofourclients.Ifyouhavequestionsabouttheoriginalanalysis,youshouldcontacttheoperatingVPfromtheoriginalcase.Answers:SharingDataandResearchDoneforAnotherClient(3of3)Youhavebeenstaffedonacaseteamassignedtosegmentthecustomerbaseofaclientintheautomotiveindustry.TwoyearsagoyouhelpedconductthecustomersegmentationforoneofBain’sretailclothingclientsand,consequently,youhaveaccesstoafewoldpresentationsthatdescribeBain’sapproachtoneeds-basedsegmentation,andthengoesintodetailaboutthesegmentsandtheirprofitability.Additionally,anovelapproach,usinganimated3-DPowerPoint,todisplaytheprofitability,growth,andattractivenessofthesegmentswasdevelopedtomunicatetheresultstothisretailclient.Theclientlikedthepresentationsomuchthattheystillusethetemplateforupdatedversionsofthecustomersegmentationproject.Becauseyougatheredmostofthedataontheoriginalcase,youwonderifyoushoulddisguisethecaseandsummarizetheteam’sfindingsforyournewcaseteam.Situation:plication:SharingBainPresentations(1of3)Whatportionsofthepresentationsdonefortheoriginalclientcanbeusedinyourownslideloop?Towhatdegreedoesthecaseneedtobedisguised?Whoisresponsiblefordisguisingtheoriginalwork?Questions:SharingBainPresentations(2of3)Generalinformation,suchasmethodology,generalindustryconstructsandinsightsandworkplanslidesusuallydonotneedtobedisguised.However,asalways,theOperatingVP(theonewholedtheoriginalwork)mustgivehis/herapprovalbeforeanyslidescanbeshared.Whenusingapresentationasanexampleorasuccessstory,theresultsneedtobedisguisedtoprotect:theidentityoftheclientanyinternaldataoftheclientproprietaryinsightsorstrategieswhich,ifrevealed,mightdisadvantagetheoriginalclientordetractfromBain’svalue-addedAsageneralrule,thematerialmustshouldbedisguisedbytheOperatingVPontheoriginalcaseorunderhis/herdirection.However,therequestingcaseteam’sOperatingVPcandisguiseordirectthedisguisingofthematerial(iftherequestingteamworksforaclientwhichdoesnotpetewiththeoriginalclient),withtheapprovaloftheOperatingVPoftheoriginalteam.InanycasetheOperatingVPoftheoriginalteammustapproveofthefinalproduct.Answers:SharingBainPresentations(3of3)Togatherinformationonpetitorperformance,youprepareadetailedinterviewquestionnaireandcreatealistofcallcandidates.Thelistisnotextensive,andthebest(andpotentiallyonly)sourceofinformationwilledirectlyfromthepetitors.Youreceiveapprovalforthequestionnairefromyourmanager,andatthattimeheremindsyouofhowcriticalthisinformationwillbeincrackingthecase.Yourfirstseveralcallshavenotprovedfruitful,andyourlistofcandidatesisgrowingveryshortveryquickly.Apparentlytheindustryishighlysensitive:fewpeoplearewillingtoshareinformationthatisevenremotely.Bymid-afternoonthenextdayyoumakecontactwithoneofyourclient’spetitors.Whenthepetitorasksyourreasonforcalling,youidentifyyourselfasaHarvardBusinessSchoolstudentgatheringdataforaprojectyouarecurrentlyworkingonforoneofyourprofessors.ThepetitorsendstheinformationtoyouviaFederalExpress.Situation:plication:IdentificationofEmployer(1of2)Isitcorrecttoobtainproprietaryorsensitiveinformationfromapetitorbymisrepresentingyouridentity?TheVPmustapprove(ordirectthemanagertoapprove)thelistofpaniescalledandthelevelsofemployeescontacted(i.e.,managementvs.non-management)UndernocircumstancesmayyoumisrepresentyourselfIf,ongivingyourname,youarenotaskedtoidentifyyourselffurther,youmayproceedwithoutofferingBaincredentialsHowever,IFASKED,theonlyappropriateanswerisidentifyingyourselfasanemployeeofBain&panyAdditionally,ifasked,youmustgiveatruthfuldescriptionofBain&pany(e.g.,aconsultingfirm)Whileyoumaydeclinetogiveinformation,youmayNEVERlieQuestion:Answers:IdentificationofEmployer(2of2)YouaregatheringplantandsiteinformationonpetitorstopleteaRelativeCostPosition(RCP)analysisforaclient.Dressedincasualclothes,youtraveltoMichigantotakeatourofapetitorbakingplantfacility.Thetoursareopentothepublic,andspotscanbedbycallingthefacilityinadvance.Youhavesigneduptotakethetourandhavepresentedyourselfasatravelerintownwhowascuriousabouttheinternalworkingsofabakingfacility.Thetourisbrief,andyouactuallyviewlittleoftheinternalplant.Youneedharddataonthenumberofemployees,aswellasotherdatatopletetheappropriatebenchmarks.Situation:plication:DataGatheringonapetitorSite(1of3)Onyourwayoutthedoor,yougrabaloosecopyofthepetitor'spanynewsletterlyingonatable.Onceinyourrentalcar,youproceedtodrivearoundtheparkinglotandcountthenumberofemployeecarstouseasaproxyforheadcount.Youdriveintotownandhirealocalphotographertotakeaerialphotographsofthepetitorplantandfacilities.Beforedashingofftotheairport,youswingbythelocalplanningofficetohavecopiesoftheplantandfacilityblueprintssenttoyoubackatyouroffice.plication:
(continued)IsitcorrecttoparticipateinatourofapetitorfacilitywithoutidentifyingyourselfasaBainemployee?Isitcorrecttotakepetitorinformation(newsletter)fromthepropertywithouttheirexpressedconsentorknowledge?Isitcorrecttogatherpetitordatabyroamingthepetitorpremises(parkinglot)?Isitcorrecttogatherdatabyutilizingtheservicesoflocalbusinessesandgovernmentoffices?Isitcorrecttohaveaerialphotographstaken?Questions:DataGatheringonapetitorSite(2of3)Youmayattendtours;however,ifasked,youmustidentifyyourselfasanemployeeofBain&panypursuingwork-relatedissues(i.e.,itisnotapersonalvisit).Similarly,ifasign-insheetispresented,youmustfillinthespotforpany”withBain&pany.Youmaytakeinformationthatisgenerallyavailableforthepublic(e.g.,newslettersinthelobbyofthepany).However,youmaynottakepropertythatisneitheravailablenorintendedtobeavailabletothepublic(e.g.,aninternalphonebookonthecounterofthereceptionarea).Youmayvisitareasoftheplantthatyouhavebeeninvitedto(e.g.,theparkinglotaspartofthetour).Youmaynotvisitareasyouhavenotbeeninvitedto(e.g.,theparkinglotifyouhavenopermissiontobeonpanyproperty).Youmaynottrespass.Youmayuselocalgovernmentsourcesaslongasyoudonotmisrepresentyourself.Aerialphotographsmaybetaken,butVP’sandclientsmustapprovethisinadvanceandshouldbemadeawarethatpaniesusingthistypeofinformationhavebeensuccessfullysuedfordamagesf
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