【正文】 ided to a peting case team or within a Practice Area, the material must be sanitized by or at the direction of the Operating VP who is then also responsible for approving the final product ?When client information is provided to a nonpeting case team, the process of sanitizing the information may be done by or at the direction of the VP asking for the information but the Operating VP is responsible for approving the final product Sanitizing (or disguising) client information and approving/disapproving munication of the information is the responsibility of the Operating VP who did the work according to the following guidelines: Protecting Sharing Client Information Disguising Information 13 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS Professional Standards Policies ?Protecting and sharing client information ?Competitor data gathering ?Exclusivity and client conflict ?Harassment and discrimination ?Insider trading ?General and Expense Policies 11 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?How –through local resources (Professional Standards Managers coordinated with the Center) –worldwide training for all levels –role modeling at the team level –local munications and marketing coordinated by the center (., intra) –internal/external marketing –incentives and disincentives –BVU Program Description (4 of 4) 9 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?Who –every individual employee embodies our professional standards, thoroughly understands them and applies them consistently and prehensively –local office Professional Standards Program Manager interprets, counsels, provides feedback to other offices and the Center –Professional Standards Program Director (Peter Aman) central resource to manage implementation of program and assist driving of continued program development and improvement –Professional Standards Program Officer and Coordinator (Colin Anderson, Barb Bjornson) central resource to further develop, refine, and interpret。 1998 Bain Company, Inc. Professional Standards BOS ?What –a set of worldwide professional standards (captured in client service policy statements) which reinforce our mitment to acting with integrity and honesty –specific guidelines (captured in client service policy statements) for tricky situations where there is tension between doing the best for the client and doing the “right” thing, or between needs of multiple clients –a group of people in the center and in local offices dedicated to interpreting and applying the policies Program Description (1 of 4) 6 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS Professional Standards Compliance Failure to follow described policies will result in significant penalties, up to and including immediate involuntary termination. 4 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS Agenda ?Compliance and Introduction ?Policies ?Cases ?Sources of additional information 2 professionalstandards bc Copyright169。 bc Professional Standards March 1998 Author: Peter Aman Contributors: Barbara Bjornson Laird Reed Copyright169。 1998 Bain Company, Inc. 1 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS Agenda ?Compliance and Introduction ?Policies ?Cases ?Sources of additional information 3 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS Policy Areas Protecting / sharing client information Competitor data gathering Exclusivity and client conflict Harassment and discrimination Insider trading General and Expense Policies Policy Areas 5 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS ?Why –Bain’s reputation and success ultimately depends on it to ensure that the instinctive reaction to a tricky situation is generally the right one ? reinforce a firm wide mitment to “doing the right thing” ? reinforce a culture which embodies integrity and honesty that we can all be proud of ? provide a business environment consistent with firm management and employees values –Protection from lawsuits Program Description (2 of 4) 7 professionalstandards bc Copyright169。 mechanism for mediation –Management reinforce (actively), interpret, apply, provide incentives/disincentives Program Description (3 of 4) 8 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS Agenda ?Compliance and Introduction ?Policies ?Cases ?Sources of additional information 10 professionalstandards bc Copyright169。 1998 Bain Company, Inc. Professional Standards BOS –client identity –client internal data –proprietary insights –purchased studies (permission may be overarching at case start) –presentations –proposals –backup information –success stories –general insights –general developed information –publicly available information Information Which can and should be shared Which should be shared once sanitized Cannot be shared without explicit permission from the client No confidential or proprietary information (including the client’s identity and characteristics of the relationship), provided by or obtained for, a client may be given to anyone outside the case team. Information which is neither proprietary nor confidential may be shared only with the express approval of a Bain partner on the originat