Plan the handling before sharing.
Ordinary proprietary or NDA-covered commercial work can begin with a nonconfidential conversation. Contact Evan to discuss fit, confidentiality requirements and the appropriate way to transfer technical files. For controlled, ITAR, CUI or uncertain information, do not send technical details or files until the recipient and transfer method have been confirmed.
Start without the technical files.
General project context
Outline the project type, quantity, and requested timing without restricted technical details.
Requirements to discuss
Identify the kinds of documentation or sourcing conditions that need review.
Information status
State whether restrictions are known or still being determined, without disclosing the underlying information.
Establish the handling conditions first.
Project restrictions
Identify the sharing conditions set by the information owner and the intended recipient.
Recipient and method
Confirm the recipient and accepted transfer method before delivering technical files.
Scope of information
Identify which files and details are appropriate for the agreed purpose.
Keep technical files out until handling is clear.
Contact Evan by email or phone with a nonconfidential outline of the project. State whether information restrictions are known or still being determined. The recipient and approved transfer method must be established before technical files are shared.