Coaching Agreement

Please review each section of this agreement to make sure it is suitable for you.

A version of this, with the specifics of our particular situation, will be sent to you for your signature.

Definition of Coaching

Coaching is partnership (defined as an alliance, not a legal business partnership) between the Coach and the Client in a thought-provoking and creative process that inspires the client to maximize personal and professional potential. It is designed to facilitate the creation/development of personal, professional or business goals and to develop and carry out a strategy/plan for achieving those goals.

Coach-Client Relationship

Coach agrees to maintain the ethics and standards of behavior established by the European Mentoring & Coaching Council (EMCC). It is recommended that the Client review the EMCC Global Code of Ethics and the applicable standards of behavior.

The Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Coach. As such, the Client agrees that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach. Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.

The Client further acknowledges that he/she may terminate or discontinue the coaching relationship at any time.

The Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively the Client’s responsibility.

The Client acknowledges that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association and that coaching is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature
and extent of the coaching relationship agreed upon by the Client and the Coach.

The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate  honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program.

Service

The parties agree to engage in ____ months Coaching Program by in-person meetings, by phone, or in online meetings. The Coach will be available to the Client by e-mail and voicemail in between scheduled meetings limited to 30 minutes of time to listen/read messages and compose a response. Coach may also be available for additional time, per the Client’s request on a prorated basis rate for additional services such as reviewing documents, reading or writing reports, engaging in other Client related services outside of the scheduled coaching hours.

Fees & Schedule

The fee is $60 per hour for each session, and pro-rated in increments of 15 minutes, with a minimum charge of $30 per session. The fee for a single session or for a series of sessions is paid in advance of at least 48 hours of the first session.

The scheduled meetings shall be a standard length of 60 minutes, 90 minutes or 120 minutes maximum, and length will be agreed to at the time of scheduling.

If rates change before this agreement has been signed and dated, the prevailing rates will apply.

Cancellation

Notice to cancel a session or reschedule a session, whether by the Client or the Coach, should be given as far in advance as possible. If notice is given with sufficient advance notice, the pre-paid amount for that session will be kept as a credit toward the rescheduled session. The Coach will attempt, in good faith, to reschedule the session.

If advance notice of cancellation is not given by the Client (no-show) or without sufficient advance notice to avoid a cost to the Coach, the Coach reserves the right to bill the Client for that missed session. If the Coach does not give advance notice of cancellation, the Coach will offer the Client a credit for an additional session of the same duration.

Refunds

If the Coach needs to cancel the session the pre-paid amount for that session will be refunded or kept as a credit toward the rescheduled session.

Once a scheduled session has started, service is regarded as ‘provided-in-full’ and there will be no refund for that session.

If, for any reason, the Client needs to cancel the remaining schedules sessions, or terminate the agreement, the pre-paid fees for any unfulfilled coaching sessions will be refunded, minus transaction fees, and minus any outstanding charges for previous sessions or services.

Session Procedure

The time of the coaching sessions and/or location will be determined by Coach and Client based on a mutually agreed upon time.

In-Person Sessions

The Coach and Client will agree upon a time and location for each in-person session.

Phone Sessions

The Client will initiate all scheduled phone sessions and will call the Coach at the number provided for the scheduled phone sessions.  If the Coach will be reached at any other number for a scheduled call, the Client will be notified prior to the scheduled appointment time.

Online Sessions

The Coach will set up and initiate all online (web-based) sessions, and in advance provide the link and instructions for joining the session.

Confidentiality

This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality set forth in the European Mentoring & Coaching Council (EMCC) Global Code of Ethics. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege.

The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent.

Confidential Information does not include information that: (a) was in the Coach’s possession prior to its being furnished by the Client; (b) is generally known to the public or in the Client’s industry; (c) is obtained by the Coach from a third party, without breach of any obligation to the Client; (d) is independently developed by the Coach without use of or reference to the Client’s confidential information; or (e) the Coach is required by statute, lawfully issued subpoena, or by court order to disclose; (f) is disclosed to the Coach and as a result of such disclosure the Coach reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; and (g) involves illegal activity.

The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach in a timely manner.

Release of Information

The Coach engages in training and continuing education pursuing and/or maintaining EMCC Credentials. That process requires the names and contact information of all Clients for possible verification by EMCC. By signing this agreement, you agree to have only your name, contact information and start and end dates of coaching shared with EMCC staff members and/or other parties involved in this process for the sole and necessary purpose of verifying the coaching relationship, no personal notes will be shared.

  • ____ Client Agrees
  • ____ Client Refuses

According to the ethics of our profession, topics may be anonymously and hypothetically shared with other coaching professionals for training, supervision, mentoring, evaluation, and for coach professional development and/or consultation purposes.

Record Retention

The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for a period of not less than 10 years.

Termination

Either the Client or the Coach may terminate this Agreement at any time with 1 week (7 days) written notice. The Client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship.

Entire Agreement

This document reflects the entire agreement between the Coach and the Client, and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.

Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Coach agree to attempt to mediate in good faith for up to (certain amount of time such as 30 days) after notice given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.

Severability

If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.

Waiver

The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party’s right to subsequently enforce and compel strict compliance with every provision of this Agreement.

Applicable Law

This Agreement shall be governed and construed in accordance with the laws of the State of Oregon, United States of America, without giving effect to any conflicts of laws provisions.

Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.

Signature of the Coach:

Date:

Signature of the Client:

Date: