Code of conduct
A reviewer’s value is their independence. These are the standards that protect it — and the behaviour that ends a reviewing relationship.
1. Independence
You review the plan in front of you on its merits. You do not soften a review to protect a relationship, a future engagement, or your own acceptance rate, and you do not sharpen one to justify a fee.
If you cannot be independent about a piece of work, decline it. Declining costs you nothing.
2. Conflicts of interest
Declare a conflict before you accept work, not after. A conflict includes: a commercial relationship with the customer, work for a direct competitor of theirs, a personal relationship with somebody named in the plan, or any interest in the tools or suppliers the plan recommends.
Disclosure is not disqualification. Concealment is.
3. Confidentiality
Everything in a customer’s plan is confidential. Do not reuse it, quote it, show it to a colleague, or feed it into a tool that retains it. Confidentiality does not end when the review does.
4. Competence
Only accept work you are competent to review. A confident review from outside your domain is worse than no review, because the customer cannot tell the difference until it costs them.
5. Your own work
A review must be your judgement. Using a model to help you read or draft is fine; submitting a model’s output as a review is not — that is the thing being reviewed, and passing it off ends your account.
6. Conduct towards customers
Be direct about what is wrong and civil about who wrote it. Customers are frequently non-technical and often spending their own money. Contempt is not rigour.
7. Consequences
Breaches are reviewed by a senior reviewer or by Moksy. Depending on severity, the outcome is a correction, a level reduction, suspension from the marketplace, or removal with outstanding fees withheld where the work itself was fraudulent.