Delivery playbooks Binary consultants use with clients.

Design, deploy and prove consent capture across web, app and checkout.

1. 01Reconcile consent purposes to approved RoPA purposes.
2. 02Design purpose taxonomy and copy — reviewed by legal.
3. 03Deploy consent widget per surface with language variants.
4. 04Write consent receipt on capture — value, purpose, version.
5. 05Wire withdrawal to propagate to downstream systems and vendors.
6. 06Publish self-serve preference centre with public URL.

Stand up a compliant grievance and rights workflow across the organisation.

1. 01Appoint Grievance Officer per legal entity and publish contact.
2. 02Build public intake form per legal entity.
3. 03Design identity verification workflow with attempt log.
4. 04Map task fan-out across systems from the inventory.
5. 05Draft response letter template with lineage placeholders.
6. 06Set SLA per request type with escalation paths.

Rehearse the §8(6) workflow so the 72-hour clock is not the first surprise.

1. 01Define incident types and severity thresholds.
2. 02Pre-approve Board notification template with legal.
3. 03Pre-approve data-principal notification template per cohort type.
4. 04Define scope-drafting workflow against the inventory.
5. 05Run two tabletop rehearsals per year — with the clock live.
6. 06Retain post-incident review report on the platform.

Turn a retention schedule from a policy document into a run with evidence.

1. 01Draft schedule per data category with lawful basis anchor.
2. 02Register named holds — litigation, tax, contract.
3. 03Configure dry-run cadence per schedule.
4. 04Assign disposition executor per system.
5. 05Reconcile against RoPA retention field.
6. 06Publish per-run evidence to the audit register.

Bring processors under DPA discipline with renewal reviews and sub-processor tracking.

1. 01Register every vendor in the enterprise inventory.
2. 02Attach DPA to each vendor record with renewal date.
3. 03Register sub-processors per vendor.
4. 04Route change-of-sub-processor notifications into the review workflow.
5. 05Trigger renewal review 90 days before expiry.
6. 06Report on DPA coverage in the quarterly Board pack.

Assemble the quarterly Board pack from the record — not from memory.

1. 01Agree scope with the Board — legal entities, period, metrics.
2. 02Compose pack from RoPA, DSR, incidents and retention registers.
3. 03Reconcile every metric to underlying record IDs.
4. 04Review with the accountable officer.
5. 05Sign, stamp version and distribute.
6. 06Retain the signed version with a change-log.