What We Build

Unity Institute is the central education platform for a connected set of programs and systems. Each is distinct in purpose, positioning, and standard of delivery.

All programs operate under the Applied Human Transition™ framework and share the standards defined in this Policy Centre.

Standards of Engagement

What every client, participant, and partner can expect from us — and what we expect in return.

What you can expect from Unity Institute

• Structure, not filler. Every program is built around a defined system, sequence, and outcome. We do not pad material to appear substantial.
• Direct, honest guidance. We give you the strongest reasonable assessment first, including the hard truths.
• Respect for your intelligence. We explain, we do not condescend. We treat you as a capable operator.
• Consistent delivery quality. The standard does not change with the size of the cohort or the price of the offer.

What we ask of you

• Ownership. Show up, do the work, and apply the structure.
• Honesty. Bring us the real situation. We cannot build clarity on a distorted picture.
• Respect for others. In every cohort and community space, conduct yourself with the dignity we extend to you.

Program & Delivery Standards

These standards govern how every Unity Institute program is designed, delivered, and maintained. They apply to staff, facilitators, contractors, and expert-network partners alike.

Design standard

Every program must have a clear structure, a defined sequence, and a stated outcome before it is offered. We build systems — with tools, gates, criteria, and decision points — rather than loose collections of content. Enforcement-first systems such as EXOS and its Execution Gate System™ carry explicit pass/fail checkpoints; participants advance on demonstrated execution, not attendance.

Delivery standard

Facilitators deliver the established structure without drift. Frameworks, naming, sequence, and positioning are not altered mid-delivery without authorization. Where a program is live or advisory in nature, the person delivering it is accountable for preparation, presence, and follow-through to the standard defined for that offer.

Outcome standard

We measure success by capability transferred and results that hold under pressure — not by satisfaction alone. Where a program commits to specific deliverables, gates, or artifacts, those are provided in full.

Positioning Integrity

Our brands are distinct on purpose. We hold clear separation in language and positioning, and we protect it in every asset we produce.

Trademarked names are used consistently and with their marks: Applied Human Transition™, Clarity Protocol™, EXOS, and AXIS, among others.

Code of Conduct

Binding on all Unity Institute staff, facilitators, contractors, enrollment and advisory personnel, and expert-network partners.

• Integrity in representation. Represent our programs, pricing, and outcomes truthfully. No exaggerated claims, no invented results, no pressure tactics that exploit vulnerability.
• Professional boundaries. We are not therapists or clinicians; we do not diagnose, treat, or provide clinical, medical, or legal advice, and we refer out when a situation calls for a licensed professional.
• Respect and dignity. No harassment, discrimination, or demeaning conduct of any kind.
• Care for wellbeing. Where a participant shows signs of crisis or serious distress, we respond with care and direct them to appropriate professional support.
• Conflicts of interest. Disclose any relationship or financial interest that could compromise judgment or the interests of a client or the Institute.
• Accountability. Own mistakes, correct them, and escalate honestly. Concealment is a more serious breach than the original error.

Confidentiality & Data

Trust is the foundation of transformation work. We protect what people share with us and the data we hold about them.

Client & participant confidentiality

Personal disclosures made in the course of any program, session, or cohort are treated as confidential and are not shared outside the delivery team without consent, except where disclosure is required to protect someone from imminent harm or is required by law.

Data protection

• Purpose limitation. We collect personal data only for legitimate delivery, communication, enrollment, and improvement purposes.
• Reasonable safeguards. Data is stored in reputable systems with access limited to those who need it.
• No sale of personal data. We do not sell participant or client personal information.
• Your rights. Individuals may request access to, correction of, or deletion of their personal data, subject to legal and operational retention requirements.

The full customer-facing Privacy Policy governs data handling in detail. See the Privacy Policy view.

Responsible AI Use

We use AI and automation tools to build assets, improve delivery, and run our systems — deliberately, and within limits.

• Human accountability. AI assists; people remain responsible. Client-facing material is reviewed by a person before it is relied upon or delivered.
• Confidential inputs. Sensitive client information is not entered into third-party AI tools in a way that would compromise confidentiality.
• No misrepresentation. We do not use AI-generated media, avatars, or voices to deceive or to impersonate real individuals without consent.
• Quality bar unchanged. AI is a means of raising output quality and speed, never an excuse for generic or inaccurate material.

Brand & Intellectual Property

Our frameworks, program structures, names, and materials are core assets. They are protected and used with discipline.

• Marks and naming. Trademarked names are used exactly as established, with their marks — Applied Human Transition™, Clarity Protocol™, EXOS™, AXIS™, and others.
• Ownership. All program content, systems, and materials are the intellectual property of Unity Institute unless otherwise agreed in writing.
• Participant use. Materials provided to participants are licensed for their own individual development and may not be redistributed or commercialized without a separate written agreement.
• Partner & expert use. Expert-network partners and facilitators use our brand and materials only within the scope of their engagement.

Terms of Service

The Terms of Service is the customer purchase agreement presented at checkout for every Unity Institute product, program, and advisory service. It covers eligibility, payment, refunds and cancellations, the earnings/results disclaimer, intellectual-property licensing, disclaimers, limitation of liability, and dispute resolution for customers in Canada and the United States.

This document is maintained as a separate file so it can be hosted at its own URL and linked from the Kajabi checkout acceptance checkbox.

Privacy Policy

The Privacy Policy explains what personal information we collect, how we use and share it, the third-party processors involved (including Kajabi and payment providers), how we handle marketing consent, and the privacy rights of individuals in Canada and the United States.

Maintained as a separate file so it can be hosted at its own URL and linked from the Kajabi checkout acceptance checkbox alongside the Terms of Service.