Plan Forward respects your privacy and is committed to protecting it through our compliance with this Privacy Statement. This Privacy Statement describes the types of information we may collect from you or that you may provide when you visit our website, use our services, or interact with us and our practices for collecting, using, maintaining, protecting, and disclosing that information. Plan Forward reserves the right to update this Privacy Statement at any time. If we change our policy, we will post an amended policy on our privacy statement page, along with the effective date. We will email you if you are a client or employee of Plan Forward .

We may collect several types of information from and about users of our Services, including:

- Client or Potential Client: We may collect personal information such as your name, email address, postal address, phone number, or other similar information when you provide it to us, along with publicly available information. When you use our Services, we may automatically collect certain details of your access to and use of our Services, including traffic data, location data, logs, and other communication data, and the resources that you access and use on the Services.

- Survey and Research Information: If you participate in one of our research projects or use one of our products, we may collect your name, company, title, email address, postal address, phone number, demographic information, IP address, and any additional information you provide us. In addition, as part of the survey or research project, you may provide us with qualitative and quantitative information needed to conduct the project, perform our analysis, and report on our findings. This qualitative and quantitative information should be provided to us in an anonymized form without and excluding any Personally Identifiable Information (PII) as it is outlined and defined by the Family Educational Rights and Privacy Act of 1974 (“FERPA”).

We and our service providers may use various technologies to collect information, including cookies. Cookies are small files stored on your device that help us improve our Services and your experience. You can manage your cookie preferences through your browser settings.

FERPA: If a school district or school client grants Plan Forward access to PII (as it is outlined and defined by FERPA), Plan Forward will be considered a “school Official” with a “legitimate educational interest” under the guidelines of FERPA. No PII as outlined by FERPA will be shared with any outside third party.

Analytics: We use Google Analytics to collect information about your use of our website. This includes data such as your IP address, browser type, operating system, pages visited, time spent on each page, and your interactions with our site. Google Analytics helps us understand how you engage with our website and improve our services. The data collected is anonymized and protected by Google’s security measures, including encryption and strict access controls. You can opt-out of Google Analytics data collection by installing the Google Analytics Opt-out Browser Add-on.

Data Usage: We do not use any data obtained from users to develop, improve, or train generalized or non-personalized AI and/or machine learning (ML) models. We do not transfer any user data to third-party AI tools for the purpose of training generalized or non-personalized AI/ML models. Any data shared with third-party services is strictly for enhancing user-specific functionalities and is handled in compliance with privacy and security standards.