Academy of MARKET INTELLIGENCE (AMI, http://www.mkintel.org/) Monthly Brief

 

aUTHORED BY dR. tOM gROOMS

 

July 2003

 

No. 019

 

“Whisper Intelligence” Part IV of V   

 

To communicate very softly, quietly and cautiously a secret or confidentiality undetected is to “whisper intelligence”.

 

An effective market intelligence security program addresses each risk presented cost-effectively without inhibiting at the same time the free flow of intelligence information among those within the organization who could benefit from it. Some objectives of such a market intelligence program are to prevent accidental disclosure, detect attempts at penetration, provide evidence for court action, and keep proprietary information and trade secrets confidential. This is a prerequisite for litigation and protection against a potential threat from disloyal employees, former employees or others who obtain private information illegally.

 

The foundation of an effective market intelligence security program is CEO directed. It is key the CEO communicate what is needed. The elements of such a visual program might include:

 

a governance policy and procedure that documents the expectations of employees;

nondisclosure agreements;

disclosing and releasing information;

unauthorized verbal and visual disclosure;

employee awareness education and motivation program;

administrator guidelines;

proprietary information identifying and handling of documents and material received from others;

marking videotapes, protecting fax messages, using cellular phones, and leaving voice mail;

traveling and off-site security;

controlling access to sensitive areas and computer data, secure storage and transmittal of proprietary documents and materials;

providing access to information based on "need to know";

proper retention, declassification and reclassification;

disposal or destruction of deceased documents;

review of technical or marketing sensitive papers prior to submittal for publication;

exit interviews;

debriefings; and

consistent enforcement of protective measures.

 

These are a few of the factors cited in numerous judgments of the courts as to what constitutes "reasonable and prudent" efforts at maintaining secrecy for which the CEO is responsible.

  

 

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