Overview and Scope

This Privacy Policy explains how Forma Leadership Group LLC ("Forma," "Forma Leadership Group," "we," "us," or "our") collects, uses, discloses, and protects information when you visit our website, submit a form, request a consultation, download a resource, purchase a product, register for a training, participate in a survey or assessment, or otherwise interact with us online.

This Privacy Policy is intended to operate as the primary privacy notice for the website. As Forma grows, separate notices may be added for cookies, surveys, digital products, events, client portals, or other specialized activities.

Information You Provide

We may collect information that you choose to provide, including:

1. Name, email address, phone number, organization name, job title, role, mailing address, billing information, and service interests.

2. Information included in contact forms, consultation requests, scheduling forms, discovery forms, surveys, assessments, event registrations, emails, messages, or other communications.

3. Payment-related information processed through third-party payment providers.

4. Client, prospect, vendor, partner, or organization information needed to respond to inquiries, provide services, prepare proposals, deliver products, or manage business operations.

Information Collected Automatically

When you visit the website, certain information may be collected automatically by the website platform, analytics tools, security tools, cookies, pixels, logs, or similar technologies. This may include IP address, device type, browser type, operating system, referring site, pages visited, time spent on pages, general location information, and website interactions.

This information helps support website functionality, security, analytics, performance, troubleshooting, and user experience improvement.

Cookies and Similar Technologies

The website may use cookies and similar technologies for essential site operations, security, performance measurement, analytics, preferences, embedded content, and future marketing or digital product functionality.

Additional information may be provided in a separate Cookie Notice. You can usually adjust browser settings to refuse, delete, or limit cookies. Some website features may not work properly if cookies are disabled.

How We Use Information

Forma may use information for the following purposes:

1. Responding to inquiries, consultation requests, service interests, and messages.

2. Scheduling calls, meetings, trainings, events, or discovery sessions.

3. Providing consulting, training, facilitation, coaching, advisory, digital product, or related services.

4. Processing purchases, payments, invoices, refunds, credits, and transactions.

5. Delivering resources, downloads, guides, templates, workbooks, assessments, or digital products.

6. Managing client, prospect, vendor, and partner relationships.

7. Improving the website, services, materials, products, communications, and user experience.

8. Sending service-related updates, administrative notices, and permitted marketing communications.

9. Protecting website security, intellectual property, business operations, rights, and legal interests.

10. Complying with legal, tax, accounting, contractual, regulatory, and recordkeeping obligations.

How We Share Information

Forma does not sell personal information in the ordinary sense of selling contact information for money. We may share information when needed to operate the website, provide services, process transactions, manage business operations, or comply with law.

Information may be shared with service providers, contractors, payment processors, scheduling platforms, website hosting providers, email tools, analytics providers, form tools, file and document systems, customer relationship management tools, legal and accounting advisors, insurers, government authorities, courts, regulators, or a successor entity in connection with a merger, acquisition, restructuring, or business transfer.

Payment Information

If you purchase services or products through the website or a third-party platform, payment information may be processed by a payment provider. Forma does not intend to store full credit card numbers or full payment credentials on its own systems. Payment providers apply their own terms and privacy policies.

Email and Marketing Communications

If you subscribe, download a resource, register for an event, request information, or otherwise provide contact information, Forma may send relevant communications where permitted.

You may opt out of marketing emails by using the unsubscribe link or contacting us. Even after opting out of marketing, you may still receive transactional, administrative, legal, or service-related messages.

Surveys, Assessments, and Diagnostic Tools

Forma may use surveys, assessments, readiness scans, interviews, forms, or diagnostic tools to support consulting, training, organizational improvement, or thought leadership.

Survey and assessment information may be summarized, analyzed, or aggregated for service delivery, reporting, trend review, product development, or business improvement. Forma will make reasonable efforts not to publicly identify individual respondents or organizations without appropriate permission or agreement.

Client and Public Agency Information

Some clients may be public agencies, nonprofits, or organizations with special confidentiality, public records, procurement, labor, privacy, or regulatory obligations. Clients are responsible for determining what information they may provide to Forma and for using secure methods when sensitive information is involved.

Do not submit personnel records, protected client data, confidential government records, litigation materials, medical information, union-related materials, procurement-sensitive information, or privileged communications through general website forms unless Forma has agreed to receive them through an appropriate method.

Data Retention

Forma retains information for as long as reasonably necessary for the purposes described in this Privacy Policy, including service delivery, business operations, client relationship management, legal compliance, tax and accounting requirements, recordkeeping, dispute resolution, and enforcement of agreements.

Retention periods may vary depending on the type of information, relationship, contract, legal requirement, and business need.

Data Security

Forma uses reasonable administrative, technical, and organizational measures to protect information. However, no website, email system, online platform, or digital transmission is completely secure.

You should avoid submitting confidential, protected, privileged, or highly sensitive information through unsecured email or general website forms.

Your Choices and Requests

Depending on your location and applicable law, you may have certain rights or choices regarding your information, including requesting access, correction, deletion, limiting certain uses, opting out of marketing, or asking questions about our privacy practices.

Requests may be submitted to info@formaleadershipgroup.com. We may need to verify identity, authority, or request details before responding.

California Privacy Notice

Forma Leadership Group is based in California. California privacy laws may apply depending on the nature of our business activity, website use, client relationships, and legal thresholds.

Forma does not represent that it is currently a business covered by the California Consumer Privacy Act or California Privacy Rights Act unless required by applicable law. However, Forma aims to handle personal information responsibly and respond to reasonable privacy requests when appropriate.

Do Not Track and Preference Signals

Some browsers or tools offer Do Not Track or similar preference signals. Because industry practices and technical standards vary, the website may not automatically respond to all such signals unless required by applicable law or supported by our website tools.

Users may manage certain tracking or cookie preferences through browser settings, cookie tools, or available platform controls.

Children’s Privacy

The website, services, and materials are intended for adults, professionals, organizations, and business users. They are not directed to children under 13. Forma does not knowingly collect personal information from children under 13.

Third-Party Websites and Platforms

The website may link to third-party sites or use third-party platforms for scheduling, payments, analytics, forms, video, email, social media, file sharing, or other services. Forma is not responsible for third-party privacy practices, security, content, policies, or terms.

International Users

Forma is based in the United States. If you access the website from outside the United States, you understand that information may be processed in the United States or other locations where service providers operate.

Changes to This Privacy Policy

Forma may update this Privacy Policy from time to time. When updates are made, the Last Updated date will be revised. Material changes may be communicated through the website or other reasonable means.