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Guidelines Regarding Recordings and Transcriptions

Forrester may record or transcribe various interactions, including through AI transcription or note-taking tools. Please see Forrester’s Privacy Policy for more information. Clients and non-clients periodically request access to such recordings and transcripts. These guidelines indicate Forrester’s position regarding such requests.

General Rules

  • Recordings are made on Forrester’s platform (with the exception of licensed replays). Upon request, and when interactions are approved for sharing as outlined below, Forrester will distribute the link to the recording. Recordings will only be available within 120 days of the engagement.
  • Requests to record on other platforms must be approved in advance. To request an exception, talk to your Forrester account representative.
  • Recordings, transcripts, and other notes created in interactions with Forrester are subject to Forrester policies, such as Forrester’s Citation Policy and Artificial Intelligence Policy, as well as any contractual agreements between Forrester and clients.
  • Forrester’s Artificial Intelligence Policy explicitly prohibits clients from training an AI tool with recordings, notes, or transcripts taken from a conversation or session with a Forrester analyst or uploading or inputting these materials into an AI tool. Non-clients with whom Forrester shares a recording or transcript are prohibited from training an AI tool with recordings, notes, or transcripts taken from a conversation or session with a Forrester analyst or uploading or inputting these materials into an AI tool.
  • When consistent with the Use and Sharing Guidelines below, clients may request access to recordings through their Forrester account representatives. Non-clients may request access through Forrester’s Citations Policy or the Contact Us page of the Forrester website.

Use and Sharing Guidelines

Forrester will only share recordings and transcripts for the interactions below with clients or non-clients, subject to the associated permission and usage rules.

Interaction Type Permission and Usage Rules
Research Interviews
  • May only be used internally by the individual interviewee.
  • May not be shared outside of client organization.
Guidance Sessions (Including Education Guidance Sessions), Inquiry Sessions and Executive Strategy Sessions
  • May only be used by individuals on the session calendar invite.
  • May not be shared outside of the client organization.
Industry and Media Events
  • May only be used with approval from Forrester’s Public Relations Team, and subject to Forrester’s Citation Policy.
Licensed replays
  • Clients must have a valid license to distribute content.
  • May only be used in accordance with contractual agreement.
Consulting engagements, including advisories
  • May only be used within the client organization.
  • Broadcasts beyond the engagement participants or to an internal audience of greater than 20 people require the purchase of a replay license.
  • Exceptions and/or additional conditions may be defined in the “Right to Use” section of contractual agreements.

Prohibited Distribution and Sharing

Forrester does not allow clients and non-clients to record the following interactions, and we do not distribute any Forrester recordings / transcripts of such interactions:

  • Briefings (Wave or non-Wave)
  • Any analyst interactions not referenced in these guidelines or addressed through contracts with Forrester.

Additional Considerations

In addition to these guidelines, please note that:

  • Forrester may allow exceptions to these guidelines for issues like accessibility. Please talk to your engagement lead if you seek an exception.
  • Any participant including Forrester employees may decline to be recorded or ask that a recording stop at any time.