Legal policies and terms
The policies and terms that explain how MakeITaplan operates and how we handle information.
Data protection registration
Makeitaplan Limited is registered with the Information Commissioner’s Office (ICO) under registration reference ZB737047.
Verify our ICO registration or view our registration certificate (PDF).
Registration is not ICO certification or approval, and does not by itself demonstrate compliance with data protection law. Read our Privacy Policy for information about how we handle personal data.
Website Terms of Use
The terms that apply when browsing and using the MakeITaplan website.
Read policy02Cookie Policy
How cookies are used to provide, understand and improve this website.
Read policy03Privacy Policy
How MakeITaplan collects, uses and protects personal information.
Read policy04Terms and Conditions
The terms that govern the consultancy services we provide to customers.
Read policyRelated questions, answered
How does MakeITaplan handle our data during a CRM project?
We only require access to information that is necessary to deliver the agreed work and apply appropriate technical and organisational safeguards when handling client information.
Depending on the project, this can include restricted access to files and client systems, secure cloud storage and sharing, multi-factor authentication where available, encryption provided by the relevant services, data minimisation and secure return or deletion of client information when it is no longer required.
Who is responsible for deciding our GDPR legal basis and data-retention rules?
Your organisation is responsible for those decisions, with appropriate advice from your Data Protection Officer, information-governance lead or legal adviser where required.
MakeITaplan can help identify how existing decisions affect the CRM and can implement an agreed retention, consent or preference model.
We deliberately separate deciding the policy from implementing the policy in your CRM so that a technical configuration decision is not mistaken for legal advice.
Can you sign our data-processing agreement or complete our supplier questionnaire?
We can review the data-processing and confidentiality agreements required for your project and complete relevant supplier due-diligence, information-security and data-protection questionnaires.
Any agreement is subject to reviewing and agreeing its terms; we confirm the appropriate arrangements before work begins.