01 · Find your starting point
List the tools your team uses and the history they contain: conversations, documents, project records, tickets, CRM activity, or repositories. Start with a description rather than a data export.
02 · Keep the context
A useful archive shows how work gets done. Preserve the relationship between a problem, the decision, the action, and the outcome. Volume alone does not explain quality.
03 · Establish authority
Identify who controls the records and what contractual, confidentiality, privacy, or third-party restrictions may apply. Being able to access a record does not by itself establish authority to license it.
04 · Share a profile first
Describe the company, systems, categories, and years of records. Agree the review process before sharing samples. Avoid putting raw confidential or personal records into an initial inquiry.
05 · Compare the agreement
Review permitted use, recipients, exclusivity, duration, acceptance, preparation duties, fees, and payment terms. Compare the complete agreement rather than the headline price.
06 · Agree the handoff
Define the authorized dataset, required preparation and review, transfer method, and acceptance evidence before delivery. Keep the final agreement and transaction records.
Find out what your data is worth.
Start with your company and the tools you use.
Your preparation checklist
Keep this on your device while you work through the guide.
0 of 5 prepared
Find the records that explain real work
Begin with a simple inventory organized around business activity rather than file type. For each team, identify the tools used to receive requests, discuss decisions, record actions, and capture outcomes. Those events may sit across several systems. A completed support case, for example, may link a ticket, an internal discussion, a product change, and a customer response. Note the relationships you can actually reconstruct.
Then add the history available and the person who understands each source. Distinguish an active system from an old export and a complete archive from a partial backup. Record known gaps without trying to solve every problem immediately. Your first goal is to understand what exists well enough to describe it accurately, including where apparent volume does not translate into connected or interpretable records.
Explain usefulness without exposing records
Write a short account of one representative workflow using ordinary language. Describe the original problem, the steps taken, the decisions recorded, and the outcome. Explain which systems preserve those parts and which are missing. Use a hypothetical or generalized description for the initial profile, rather than copying a customer conversation or confidential document to demonstrate what the archive contains.
Add context that would help someone outside the company understand the description. Identify specialist terms, changes in tools, and differences between teams or periods. Avoid presenting assumptions as measured facts. If you do not know the number of complete cases, say so and explain how that number could be established. A candid profile is more useful than a confident estimate that cannot be traced to the records.
−Customer conversation copied
−Confidential detail included
+Workflow explained plainly
+Gaps stated honestly
Identify the approvals before the request
Create a list of the people who need to be involved before any sample or transfer. Include the business owner, the person responsible for the systems, and anyone who reviews contractual or privacy restrictions. Explain which categories may contain customer, employee, supplier, or licensed third-party material. This map helps prevent a technical ability to export records from being mistaken for permission to license them.
Keep possible exclusions attached to the archive description. Removing an attachment, identity field, or related conversation may change the meaning of the remaining material, so scope and usefulness need to be reviewed together. Where the answer depends on specialist judgment, record the question and the person who can address it. You do not need to resolve those questions through this website before creating a descriptive assessment brief.
| Person | Responsibility to clarify |
|---|---|
| Business owner | Licensing authority |
| System owner | Archive coverage |
| Relevant reviewer | Restrictions and permissions |
Bring the questions together before agreeing
When a potential opportunity becomes concrete, combine the company profile, archive description, authority questions, and proposed terms into one working packet. Ask what the recipient wants to do, which material is needed, and what preparation is required. Compare the license, acceptance conditions, fees, and payment process. Keep versions together so a change in scope does not disappear inside a later commercial discussion.
Use the chapters and checklist as preparation aids, not as approval for a transaction. Reading the guide does not establish ownership, complete a privacy review, or authorize a transfer. The local assessment download can preserve your description for a later conversation. Before anything is shared, the relevant parties still need to agree the exact scope, responsibilities, recipients, and evidence showing that the handoff has been completed.
- 01Describe the archiveScope and limitations
- 02Review the proposalRights and responsibilities
- 03Agree before sharingApproval and evidence