Ethics, Confidentiality and Professional Boundaries · Lesson 2

Protect confidentiality in ordinary work

Course overview · 4 min reading + 12 min practice, estimated

Principles and method

Confidentiality failures often arise through routine convenience: forwarded email threads, shared folders, meeting recordings or anecdotes that identify a person indirectly. Share only what the recipient needs and is authorised to receive. Check recipients and attachments before sending. Use fictional or properly de-identified examples in education and marketing, recognising that removing a name may not prevent identification. Clarify confidentiality expectations with clients and candidates, and escalate conflicts with legal obligations through the appropriate process. Do not promise absolute secrecy where you cannot guarantee it.

Worked example

A recruiter wants to share a case study about a unique executive appointment. Removing the name still leaves the company, timing and role identifiable, so the story needs permission or a genuinely fictional redesign.

Put it into practice

Review five fictional information-sharing scenarios and decide share, minimise, seek permission or stop.

Use fictional information and keep your work in your own notes.

Compare your approach: self-review guidance

Explain the purpose and recipient’s need in each case. Include indirect identification risk and an attachment check. Avoid using confidentiality as a reason to conceal a material error from the responsible owner.

Download the course workbook

Sources and further reading

Original Academy teaching and fictional examples. These references provide context, not endorsement. Edition 2026.09; updated 2026-09-24.

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