---
title: "Field protocol"
slug: "expert-q-a/field-protocol"
section: "Expert Q&A"
description: "1. Send the expert the precise decision context, audience and intended publication format in advance. 2. Disclose any paid relationship, financial interest"
internal_only: false
---

# Field protocol

1. Send the expert the precise decision context, audience and intended publication format in advance.
2. Disclose any paid relationship, financial interest, referred work or sponsor involvement.
3. Ask each expert for one anonymised *counterexample* to their usual recommendation.
4. Record only with explicit permission; separate raw transcript, edited excerpt and publication approval.
5. Tag answers **confirmed expert statement**, **analyst synthesis** or **unverified claim requiring source**.
6. Ask permission for headshots, affiliations and attribution; never imply an interview happened before it did.
7. Publish a short “Where this answer does not apply” note, including unusual industry, distressed or regulated settings.