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How to create a Coaching Agreement template
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What is a Coaching Agreement?
A “Coaching Agreement” is a legal document that establishes the terms and conditions between a coach or coaching service provider and a client who is seeking coaching services. It outlines the rights, responsibilities, and expectations of both parties involved in the coaching relationship.
What is the purpose of a Coaching Agreement?
The purpose of a Coaching Agreement is to create a formal understanding between the coach and the client regarding the coaching services to be provided. It sets clear boundaries, defines the scope of the coaching relationship, and establishes the framework for the coaching process.
When should you use a Coaching Agreement?
This document is typically used when a client engages the services of a professional coach or coaching organization. It can be used in various coaching contexts, such as personal development, career coaching, executive coaching, or life coaching.
What are the components of a Coaching Agreement?
The components of a Coaching Agreement may include:
- Parties: The names and contact information of both the coach and the client.
- Coaching Services: A description of the specific coaching services to be provided, including the focus, objectives, and desired outcomes.
- Coaching Process: Details about the duration and frequency of coaching sessions, the method of delivery (in-person, online, or phone), and any additional support provided between sessions.
- Fees and Payment: The coaching fees, payment schedule, accepted payment methods, and any applicable cancellation or refund policies.
- Confidentiality: A clause outlining the confidentiality and privacy obligations of both the coach and the client regarding the information shared during the coaching relationship.
- Code of Conduct: A section that establishes expectations for professional behavior, ethics, and boundaries during the coaching sessions.
- Client Responsibilities: The client’s responsibilities and commitment to actively participate in the coaching process, complete agreed-upon actions, and provide feedback.
- Termination: Conditions for terminating the coaching relationship, including any notice periods or procedures for ending the agreement.
- Limitations of Liability: Any limitations or disclaimers of liability for the coach’s services and outcomes achieved through coaching.
- Governing Law and Jurisdiction: The governing law and jurisdiction that will apply in case of disputes.
Who can be members of a Coaching Agreement?
The members of the Coaching Agreement are the coach (or coaching service provider) and the client. They are the primary parties involved in establishing the coaching relationship and assuming the respective rights and obligations outlined in the agreement. Legal advisors or representatives may also be involved in reviewing and finalizing the agreement to ensure its compliance with applicable laws and regulations.
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