Project documentation · Project
Sources and References
Primary references used for governance, research, confidentiality, privacy, consent, accessibility and disclosure.
On this page
Source selection policyConfidentiality and the Chatham House RulePrivacy and data protectionAccessibilitySponsorship disclosureAssociation governance and conflictsAdvisory boardsResearch ethics, surveys and consentThe playbook cites external sources when they support a specific factual claim, rule or standard; sources are not added merely for decoration.
Source selection policy
Primary institutional sources are preferred for rules, standards and formal definitions. Public sources are assessed for authority, relevance and currency. Publisher operating experience and editorial judgment are labeled separately from external evidence.
Confidentiality and the Chatham House Rule
Chatham House defines its Rule and explains that it permits use of information while protecting the identity and affiliation of speakers and participants. The Rule is not legally binding and is different from a stricter off-the-record agreement.
Adapt this guidance to member context. Seek professional legal and privacy advice where regulatory obligations apply.
Privacy and data protection
The UK Information Commissioner’s Office explains core data protection principles including lawfulness, purpose limitation, data minimisation, accuracy, retention, security and accountability. Community operators should obtain qualified guidance for obligations in their jurisdictions.
Accessibility
The World Wide Web Consortium publishes WCAG 2.2 as a Recommendation for making web content more accessible. This project uses semantic structure, visible focus states, responsive tables and reduced-motion support as practical implementation measures.
Sponsorship disclosure
The U.S. Federal Trade Commission’s Endorsement Guides explain that material connections affecting how people evaluate an endorsement should be disclosed. Operators should seek jurisdiction-specific advice for their own promotional activity.
Association governance and conflicts
ASAE’s association ethics guidance covers conduct and conflict-of-interest practices. Community and advisory formats should state decision rights, disclosure duties and how conflicts are managed.
Advisory boards
The UK government’s board-member conduct code provides a primary governance reference for duties and conflicts. An advisory board must also state clearly that its authority differs from a statutory or fiduciary board.
Research ethics, surveys and consent
AAPOR publishes survey-research best practices, the Belmont Report provides a foundational human-subject ethics framework, and the ICO explains valid consent. Community research should identify its sample, method and limits and should not treat event attendance as permission to quote or publish.
Publisher perspective
This guide reflects the operating experience and editorial judgment of Open Future Forum and Murray Newlands. It is practical guidance, not an official industry standard or legal advice.
Read the full disclosure →Sources and references
Primary references used on this page
Official definition and explanation.
Official organizational guidance.
W3C Recommendation.
Official U.S. advertising guidance.
Primary association-sector ethics and conflicts guidance.
Primary professional survey-methodology guidance.
Primary research-ethics framework.
Primary regulator guidance on consent.
Primary governance and conflicts reference.