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Research Usage Policy

Effective date: 1 May 2026 Applies to: All Elev8 Group research content, all formats

All content published by Elev8 Group — across every research format, access tier, and channel — is protected by copyright and other applicable intellectual property law. This policy defines how that content may be used, shared, cited, and distributed. It applies to all individuals and organisations who access, receive, or reference Elev8 research, regardless of format, commercial relationship, or how the content was obtained. Elev8 monitors usage of its research and will act on non-compliance. This policy operates alongside the Terms of Use, the Citation & Content Compliance Policy, and the Analyst Access & Engagement Policy.

Elev8's Research Content Architecture

Elev8 publishes research across the following formats. Access tier and usage rules differ by format — the sections below define what applies to each.

Flagship
Master Research Paper
Gated — form required
Tier 1
Research Briefs
Free on site
Tier 1
Anchor Research Note
Free on site
Tier 2
Research Notes
Free on site
Tier 3
Research Memos
LinkedIn only
Visual
Framework Assets
Free on site
Articul8™
Vendor Evaluations
Licensed access
Commissioned
Custom Research
Client-specific

Access to any Elev8 research content — regardless of tier or format — does not transfer ownership or any right to reproduce, redistribute, or otherwise use that content beyond the terms of this policy. All rights are reserved.

Absolute prohibitions — no exceptions, no format, no tier

  • Using any Elev8 content as input to — or to train, fine-tune, retrain, or otherwise inform — any artificial intelligence, machine learning, large language model (LLM), or automated system, for any purpose.
  • Using any automated device, script, scraper, robot, bot, spider, crawler, data-mining tool, or similar technology to access, copy, index, or monitor any Elev8 content.
  • Reproducing any Elev8 research publication in full in any format or channel.
  • Representing Elev8 research, analysis, or frameworks as your own work or as the work of your organisation.

Internal Use

Internal Use Rules

Internal use is use of Elev8 research content within your own organisation — not shared externally, not used in client-facing or public-facing materials. The following rules apply to all internal use of Elev8 content, regardless of format or access tier.

Internal use — permitted without approval

  • Read, consult, and reference Elev8 research for your own professional development, strategic planning, or internal decision-making.
  • Share a direct link to any publicly accessible Elev8 research page with colleagues via internal messaging, email, or intranet — linking is always encouraged.
  • Include a single short excerpt — no more than two consecutive sentences, one data point, or one short pull-quote — in an internal presentation, briefing note, or planning document, with full attribution to Elev8 Group, the publication title, and the date.
  • Save or print a copy of any freely published Elev8 page for personal, offline reference use.
  • Retain a personal copy of a gated PDF (Master Research Paper) for the duration of your engagement with Elev8's research on the relevant topic.

These are not internal uses — approval required

  • Forwarding a gated PDF (including the Master Research Paper) to any colleague — even within your own organisation — without Elev8's prior written consent.
  • Posting Elev8 content — in whole or in substantial part — on an internal intranet, SharePoint, document management system, or other internal platform accessible to a large or unrestricted audience.
  • Systematically or routinely circulating Elev8 excerpts across a team or organisation as a substitute for purchasing research access or an advisory engagement.
  • Importing or entering any Elev8 research data, findings, or frameworks into an internal data warehouse, business intelligence tool, or system of record.
Need broader internal access? If your organisation needs to share Elev8 research across a leadership team, board, or HR function, contact Elev8 to discuss a licensed internal distribution arrangement or a direct practitioner briefing. Elev8 can provide a formally licensed version for internal distribution, or deliver a briefing session to your team directly.

External Use

External Use Rules

External use is any use of Elev8 research content outside your organisation — including press, media, publications, conference presentations, social media, client communications, and any other channel visible to audiences beyond your own organisation. All external use requires Elev8's prior written approval.

What external use approval may cover

Potentially approvable external uses

  • Press and media citations referencing a specific Elev8 finding with full attribution — name of publication, Elev8 Group, month and year.
  • Academic or independent research papers citing Elev8's published position using correct academic citation format, with attribution and a direct link to the source.
  • Conference or event presentations referencing a specific Elev8 finding — not a full publication — with clear attribution visible on the relevant slide or reference list.
  • Industry reports or benchmarking studies including a brief attributed reference to Elev8's published position on a market topic.
  • Vendor marketing materials — subject to full compliance with the Citation & Content Compliance Policy and a separate written approval from Elev8. See also the Vendor Use section below.

Not permitted externally under any circumstances

  • Reproducing full or substantial portions of any Elev8 publication in any external document, platform, or communication.
  • Misrepresenting a partial citation as Elev8's overall position on a topic, vendor, or market.
  • Using Elev8 research to imply endorsement of any organisation, product, vendor, or service beyond what the cited research itself explicitly states.
  • Embedding or hosting Elev8 research content (including PDFs or excerpted graphics) on any external website, landing page, or public platform without a Reprint licence.
  • Publishing or distributing translated versions of any Elev8 content without Elev8's prior written approval of the translated version.
Gated content — Master Research Paper

The Master Research Paper is accessible upon completion of a formal access request. By submitting a request you confirm that access is for your own internal informational purposes, that the information you provide is accurate, and that you will not share, distribute, reproduce, or republish the paper in any form without Elev8's prior written consent. Elev8 may contact you in connection with your access request and your engagement with Elev8's research and services.

Research Memos — LinkedIn

Research Memos are published exclusively via LinkedIn as short-form analytical pieces. They may be shared via LinkedIn's native sharing functionality, and may be referenced in internal documents with attribution and a link to the original post. Reproducing Research Memo content on any other platform — even with attribution — requires Elev8's prior written approval.

Framework assets and visual content

Diagrams, models, infographics, and other visual framework assets — including representations of Calibr8™, Articul8™, the Hex-Model™, the Circle System™, and the Gap Map™ — may not be reproduced, adapted, or incorporated into any external presentation, marketing material, or publication without Elev8's prior written approval. Screenshots of visual assets are subject to the same restriction.


Vendor Use

Vendor Use of Elev8 Research

Vendors — including HR technology companies, workforce technology providers, and related organisations — are subject to the strictest terms under this policy. This reflects the centrality of research independence to Elev8's credibility with practitioner buyers. The following applies regardless of whether a commercial relationship with Elev8 exists.

Vendors may not — without prior written approval

  • Reference, quote, summarise, or paraphrase any Elev8 research — including Research Memos, Research Notes, Research Briefs, the Master Research Paper, or any Articul8™ publication — in any marketing material, product collateral, sales presentation, website content, press release, or social media post.
  • Imply that Elev8 or Chris Long endorses, recommends, evaluates favourably, or has validated any product, platform, or vendor claim.
  • Use the Elev8 Group name, the Articul8™ name, or any proprietary framework name — including Calibr8™, Hex-Model™, or Circle System™ — in any external communication without prior written consent.
  • Reference the fact of a Briefing, Advisory Session, or any other interaction with Elev8 in any external communication.
  • Use any Elev8 research in investor communications, regulatory filings, or fundraising materials.
  • Use Elev8 research or any Elev8 branded asset in any communication that implies co-sponsorship, co-authorship, or co-production with Elev8.
Vendors seeking approved external use: Elev8 operates a formal Reprint licence programme for organisations that wish to use Articul8™ research in their market communications. A Reprint licence grants specific, time-limited rights and does not affect research independence or editorial conclusions. To enquire, visit elev8group.io/articul8/reprints.

Elev8 monitors vendor use of its research and reserves the right to issue a formal notice of non-compliance. Vendors will be given five Business Days to correct any non-compliant use following receipt of a notice. Failure to comply within this period may result in prohibition from future Briefing access and referral for legal remedy.


Usage Quick Reference

The table below summarises permitted uses across Elev8's primary content formats. "Approval required" means Elev8's prior written consent must be obtained before the use proceeds. Use without approval where approval is required constitutes a policy violation.

Use Free content Gated PDF Research Memos Articul8™ Evaluation
Read & consult personally
Share a link internally
Short excerpt in internal doc with attribution with attribution with attribution with attribution
Forward / distribute internally Approval required
Post on internal intranet Approval required
External citation (press / academic) Approval required Approval required Approval required Approval required
Use in vendor marketing Reprint licence only
Reproduce on external platform
Use for AI training
Import into data system / tool

Practical Scenarios

The following scenarios illustrate how this policy applies in common situations. They are intended to make the rules easier to navigate in practice — not to limit the scope of the policy.

A
An HR Director shares a Research Brief finding in an internal leadership deck
Sarah reads Elev8's Anchor Research Note and includes a two-sentence excerpt — attributed to Elev8 Group with the publication title and date — in an internal strategy deck for her CHRO. The deck is not distributed outside the organisation.
Permitted — internal use with attribution
B
A CPO forwards the gated Master Research Paper PDF to three executive team members
Mark downloads the Master Research Paper after completing the access form. He emails the PDF to three other members of his executive team to read ahead of a strategy session, without contacting Elev8 first.
Not permitted — contact Elev8 to arrange an internal licence or direct briefing
C
A vendor references a Research Memo in a LinkedIn post without approval
A workforce technology vendor's marketing team finds a Research Memo published by Chris Long on LinkedIn and includes a quoted finding in their own LinkedIn post, citing it as market validation for their product.
Not permitted — vendor external use of any Elev8 research requires prior written approval in all cases
D
An academic researcher cites an Elev8 Research Brief in a conference paper
A researcher writing a peer-reviewed paper on AI and HR operating models wants to cite a specific finding from an Elev8 Research Brief. She submits a citation approval request via elev8group.io/contact before including the citation.
Approval required — likely approved with correct attribution. Submit request before use.
E
A consultant uses an Elev8 framework structure in an internal assessment tool
An internal strategy team wants to use the Calibr8™ diagnostic framework — including its pillar structure, category architecture, and maturity levels — as the basis for an internal HR capability assessment, adapted for their own purposes without attribution.
Not permitted — Calibr8™ is proprietary IP. Contact Elev8 to discuss a licensed or advisory arrangement.
F
A vendor purchases a Reprint licence and distributes the licensed PDF to prospects
An HR technology vendor purchases a Standard Reprint licence for an Articul8™ Market Overview. They distribute the licensed PDF via email campaigns and host it behind a gated landing page on their website, in accordance with their licence agreement.
Permitted — within the scope of an active Reprint licence
G
A practitioner enters Elev8 research findings into an internal AI tool for summarisation
An HR team lead pastes excerpts from multiple Elev8 Research Notes into their organisation's internal AI summarisation tool to generate a combined market briefing for their leadership team.
Not permitted — inputting Elev8 content into any AI or automated system is prohibited under all circumstances
H
A vendor's PR agency includes an Elev8 quote in a press release on their behalf
A vendor's external PR agency drafts a press release that includes a quoted finding from an Elev8 Research Brief to support a product announcement. The vendor has not obtained Elev8's prior written approval, and the agency has not been disclosed to Elev8.
Not permitted — this policy applies to third-party agencies acting on a vendor's behalf. Approval is required before any external use, including by agencies.

Non-Compliance

Elev8 monitors use of its research and will act on violations of this policy. The following process applies where a non-compliant use is identified.

Non-Compliance Notice & Cure Process

Notice: Where Elev8 identifies a use of its research that violates this policy, it will issue a written notice of non-compliance to the relevant individual or organisation. The notice will identify the specific non-compliant use and the provision of this policy that has been breached.

Cure period: Following receipt of a non-compliance notice, the individual or organisation has five Business Days to correct the non-compliant use — including removing, amending, or retracting the relevant content — and to confirm in writing that the correction has been made.

Consequences of non-cure: Failure to correct a non-compliant use within five Business Days may result in: prohibition from future Briefing and advisory access; termination of any active Reprint licence or engagement agreement; and referral for legal remedy, including an injunction and claim for damages. Where the non-compliant use involves automated access or AI training of Elev8 content, Elev8 reserves the right to act immediately and without a prior cure period.

All decisions under this process are at Elev8's sole discretion and are final. Elev8 reserves the right to update this policy and the non-compliance process at any time.


Requesting Permission

All requests for use beyond what is expressly permitted in this policy must be submitted to Elev8 before the intended use proceeds. Requests submitted after use has already occurred will not constitute retrospective approval and may be treated as a non-compliance notice.

01
Submit your request
Contact Elev8 via elev8group.io/contact. Include the publication, the specific passage or asset, the intended channel, your organisation name, and your role.
02
Acknowledgement
Elev8 will acknowledge all permission requests within five Business Days. Complex or vendor requests may require additional review time.
03
Decision
All decisions are at Elev8's sole discretion. Approval will be confirmed in writing and will specify any conditions attached to the permitted use.
04
Do not proceed until approved
Do not use Elev8 content externally until written approval has been received. Beginning use before approval constitutes a policy violation.
Vendors seeking Reprint access: Do not use the permission request route for vendor marketing use. Submit a Reprint licence enquiry via elev8group.io/articul8/reprints — that process is separate and includes a formal licence agreement.

Research Independence Statement

Elev8's research is editorially independent of all commercial relationships. The usage rules in this policy exist to protect that independence in how Elev8's work is used externally. Any use that misrepresents Elev8's findings, implies endorsement of a vendor or product, or undermines the objectivity of published research will not be approved — regardless of the commercial relationship involved. Independence is not just what makes Elev8's research worth reading. It is what makes it worth citing.

Usage questions or permission requests: Contact Elev8 via elev8group.io/contact. For Reprint licence enquiries, visit elev8group.io/articul8/reprints. For vendor-specific engagement, visit elev8group.io/vendors.