Terms of Use
Updated June 2026
Acceptance and Scope
These Terms of Use govern access to and use of the Forma Leadership Group LLC website, online content, downloadable resources, forms, scheduling links, digital materials, and related online resources made available by Forma Leadership Group LLC ("Forma," "Forma Leadership Group," "we," "us," or "our").
By accessing or using the website or related online materials, you agree to these Terms of Use. If you do not agree, do not use the website or materials.
These Terms apply only to the website and general online materials. Client services, paid engagements, proposals, statements of work, purchase orders, invoices, and signed agreements may include additional or different terms.
About Forma Leadership Group
Forma Leadership Group provides leadership development, organizational improvement, training, facilitation, coaching, consulting, and implementation support for public-serving agencies, nonprofit organizations, small businesses, teams, and leaders.
The website provides general information about our services, approach, resources, thought leadership, and available offerings. It does not create a client relationship by itself.
Permitted Website Use
You may view and use publicly available website content for lawful, informational, noncommercial, personal, professional, or internal organizational purposes, subject to these Terms.
When materials are expressly made available for download or use, you may use them only within the license or instructions provided with the material. No ownership rights are transferred.
Prohibited Conduct
You agree not to misuse the website, materials, forms, or digital resources. Prohibited conduct includes:
1. Using the website or materials for unlawful, deceptive, harmful, abusive, or disruptive purposes.
2. Copying, modifying, distributing, republishing, reselling, licensing, or commercially exploiting Forma content without written permission.
3. Using Forma materials to build competing consulting, coaching, training, assessment, framework, toolkit, or digital product offerings.
4. Removing, altering, or obscuring copyright notices, confidentiality notices, document numbers, logos, trademarks, or attribution.
5. Attempting to access systems, forms, data, accounts, files, or services without authorization.
6. Using automated scraping, crawling, extraction, or data mining tools without written permission.
7. Submitting false, misleading, confidential, protected, privileged, or unauthorized information through general website forms.
8. Interfering with website security, availability, performance, or functionality.
Intellectual Property and Forma Marks
Unless otherwise stated, all website content and materials are owned by or licensed to Forma Leadership Group LLC. This includes text, frameworks, models, diagrams, forms, assessments, workbooks, templates, guides, slide decks, training materials, visuals, graphics, brand assets, document designs, service descriptions, and downloadable resources.
The Forma Leadership Group name, FLG abbreviation, logo, slogan, visual identity, and related brand elements may not be used in press releases, advertisements, websites, proposals, public statements, social media, training materials, or other promotional, commercial, or public-facing materials without written authorization.
The Forma Sustainable Systems Framework, U&A: Understand and Accept language, diagnostic tools, training resources, and related methods are protected as proprietary business materials to the fullest extent permitted by law. No rights are granted except those expressly stated in writing.
References to third-party names, logos, agencies, organizations, tools, platforms, or trademarks are for identification purposes only and do not imply endorsement, sponsorship, affiliation, or approval.
Privacy, Cookies, and Related Notices
Forma may collect and use information according to its Privacy Policy and any Cookie Notice or related privacy notice posted on the website. These notices are incorporated into these Terms by reference for website use.
The website may use third-party tools for hosting, analytics, scheduling, forms, email communication, payment processing, video, downloadable resources, customer relationship management, and other business operations. Third-party platforms may apply their own terms and privacy policies.
No Professional Advice Through the Website
Website content is provided for general informational and educational purposes only. Unless stated in a signed written agreement, Forma is not providing legal, financial, accounting, tax, audit, human resources, labor relations, procurement, public agency counsel, regulatory, compliance, medical, clinical, or crisis advice through the website.
Before making decisions that may affect legal rights, employee relations, finances, contracts, public records, compliance obligations, regulated operations, staffing, clients, or business operations, consult qualified professional advisors.
No Client Relationship From Website Use
Viewing the website, downloading a resource, submitting a form, scheduling a consultation, or communicating through general website channels does not create a client relationship.
A client relationship is formed only when Forma and the client enter into a signed agreement, accepted proposal, statement of work, purchase arrangement, or other written engagement document.
Forms, Submissions, and Feedback
If you submit information through the website, you represent that the information is accurate to the best of your knowledge and that you have authority to provide it.
Do not submit confidential, privileged, protected, sensitive, regulated, or employee-specific information through general website forms unless Forma has specifically agreed to receive that information through an appropriate method.
Ideas, comments, questions, testimonials, survey responses, and feedback submitted to Forma may be used to respond to you, improve services, manage operations, develop resources, or support business purposes. Forma will not intentionally publish your name, organization name, testimonial, or identifiable case example for marketing purposes without appropriate permission.
Digital Products, Downloads, and Paid Resources
Forma may offer digital products, templates, toolkits, guides, training resources, assessments, workbooks, courses, or other paid or free resources. Unless otherwise stated, these materials are licensed for personal, professional, or internal organizational use only.
Purchasing or downloading a resource does not transfer intellectual property ownership and does not include consulting support, implementation support, customization, updates, or future versions unless expressly stated. Additional product-specific terms, refund terms, access terms, and license terms may apply.
Testimonials, Examples, and Results
Testimonials, case studies, examples, narratives, results, or success stories are provided for informational purposes and should not be interpreted as guarantees. Outcomes vary based on leadership commitment, organizational conditions, resources, staffing, implementation quality, culture, timing, and external factors.
Forma does not guarantee specific financial, operational, compliance, culture, productivity, workforce, engagement, leadership, audit, or performance outcomes unless expressly stated in a signed written agreement.
Third-Party Links, Tools, and Resources
The website may link to or use third-party websites, tools, payment processors, scheduling systems, video platforms, social media platforms, analytics services, document platforms, or other external resources.
Forma does not control and is not responsible for third-party content, security, availability, accessibility, policies, terms, privacy practices, accuracy, or outcomes. Links and references are provided for convenience and do not imply endorsement unless expressly stated.
Website Availability and Security
Forma aims to maintain a useful and reliable website but does not guarantee uninterrupted access, error-free operation, complete security, compatibility with every device or browser, or availability of every resource at all times.
Forma may modify, suspend, remove, replace, update, or discontinue website content, tools, pages, or resources at any time.
Disclaimers
The website and general online materials are provided on an "as is" and "as available" basis. To the fullest extent permitted by law, Forma disclaims all express and implied warranties, including warranties of accuracy, completeness, reliability, security, fitness for a particular purpose, merchantability, non-infringement, availability, compatibility, and uninterrupted access.
Your use of the website and materials is at your own risk. You are responsible for evaluating whether any information, resource, product, or service is appropriate for your needs before relying on it.
Limitation of Liability
To the fullest extent permitted by law, Forma Leadership Group LLC and its owners, members, employees, contractors, advisors, representatives, affiliates, successors, and partners will not be liable for indirect, incidental, consequential, special, exemplary, punitive, or similar damages arising out of or related to website use, materials, digital resources, third-party tools, or these Terms.
This includes damages related to lost profits, lost revenue, lost data, business interruption, reputational harm, organizational disruption, implementation outcomes, employment decisions, reliance on content, or inability to access the website.
To the fullest extent permitted by law, Forma’s total liability for claims related to the website, general online materials, or these Terms will not exceed the amount paid to Forma for the specific website-related product or service giving rise to the claim, or one hundred dollars ($100), whichever is greater.
Indemnification
You agree to defend, indemnify, and hold harmless Forma Leadership Group LLC and its owners, members, employees, contractors, advisors, representatives, affiliates, successors, and partners from claims, damages, losses, liabilities, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to your use or misuse of the website, violation of these Terms, infringement of rights, unlawful conduct, or information you submit.
Changes to These Terms
Forma may revise these Terms at any time by posting an updated version on the website or otherwise providing reasonable notice. Updated Terms are effective when posted unless a different effective date is stated.
Your continued use of the website after changes are posted means you accept the revised Terms.
Governing Law and Severability
These Terms are governed by the laws of the State of California, without regard to conflict of law principles. Unless otherwise required by applicable law or a separate written agreement, disputes related to these Terms or the website will be brought in state or federal courts located in California.
If any part of these Terms is found invalid or unenforceable, the remaining provisions will remain in effect, and the invalid provision will be interpreted to the maximum extent permitted by law to preserve its intended effect.

