Coaching Agreement Template

COACHING AGREEMENT TEMPLATE COACHING SERVICES AGREEMENT This Coaching Agreement ("Agreement") is entered into on ____________ ("Effective Date") between: COACH: Name: _________________________ Business Name: ________________ Address: ______________________ Phone: _______________________ Email: _______________________ CLIENT: Name: _________________________ Address: ______________________ Phone: _______________________ Email: _______________________ 1. COACHING SERVICES =================== The Coach agrees to provide professional coaching services to the Client. Coaching is a partnership that involves: - Supporting the Client in identifying and achieving personal and professional goals - Providing tools, techniques, and frameworks for personal development - Offering accountability and encouragement - Facilitating self-discovery and awareness Coaching is NOT: - Therapy, counseling, or psychological treatment - Medical or mental health advice - Business or legal consultation - A guarantee of specific outcomes 2. COACHING PROCESS ================== Sessions will be conducted: ☐ In person at: _______________ ☐ Via video call (Zoom/Teams/etc.) ☐ Via telephone ☐ Combination of above Session frequency: ☐ Weekly ☐ Bi-weekly ☐ Monthly Session duration: ☐ 45 minutes ☐ 60 minutes ☐ 90 minutes Total number of sessions: _____ Program duration: _____________ 3. FEES AND PAYMENT ================== Coaching Fee Structure: ☐ Per session: $_______ per session ☐ Package rate: $_______ for _____ sessions ☐ Monthly retainer: $_______ per month ☐ Other: _______________ Payment Terms: ☐ Payment due before each session ☐ Payment due at beginning of each month ☐ Payment due in full upon signing ☐ Payment plan: _______________ Payment Methods Accepted: ☐ Cash ☐ Check ☐ Credit Card ☐ Bank Transfer ☐ PayPal ☐ Other: _______ Late Payment: A fee of $_____ will be charged for payments more than _____ days late. 4. SCHEDULING AND CANCELLATION ============================= Session Scheduling: Sessions will be scheduled by mutual agreement. The Client is responsible for being punctual and prepared for each session. Cancellation Policy: - Client must provide at least _____ hours notice to cancel or reschedule - Sessions cancelled with less than required notice will be charged in full - Coach will provide 24 hours notice for any schedule changes - Emergency situations will be handled with flexibility Missed Sessions: Missed sessions without proper notice are forfeited and non-refundable. 5. CLIENT RESPONSIBILITIES ========================= The Client agrees to: ☐ Be fully committed to the coaching process ☐ Be honest and open in all communications ☐ Complete agreed-upon action items between sessions ☐ Come prepared to each session with agenda items ☐ Take responsibility for their own decisions and actions ☐ Notify Coach of any significant life changes that may impact coaching ☐ Maintain confidentiality regarding Coach's methods and materials 6. COACH RESPONSIBILITIES ======================== The Coach agrees to: ☐ Maintain professional standards and ethics ☐ Be punctual and prepared for each session ☐ Provide a safe, supportive environment for growth ☐ Respect Client's autonomy and decision-making authority ☐ Maintain confidentiality as outlined in this agreement ☐ Refer Client to appropriate professionals when needed ☐ Continue professional development and training 7. CONFIDENTIALITY ================= All information shared during coaching sessions is confidential and will not be disclosed without written consent, except: - When required by law - When there is imminent danger to self or others - When professional consultation is needed (identity will be protected) The Client consents to Coach taking notes during sessions for coaching purposes only. 8. BOUNDARIES AND LIMITATIONS ============================ - Coaching sessions will focus on agreed-upon topics and goals - Personal relationships outside of coaching are discouraged - Coach is not available for crisis intervention or emergency support - Coach will refer Client to appropriate mental health professionals if needed - All communication should occur during business hours unless otherwise arranged 9. TECHNOLOGY AND COMMUNICATION ============================== Between-session communication: ☐ Email check-ins included ☐ Text message reminders allowed ☐ No contact between sessions ☐ Emergency contact protocol: _______________ Technology requirements for virtual sessions: - Reliable internet connection - Private, quiet environment - Backup communication method 10. TERMINATION ============== Either party may terminate this agreement with _____ days written notice. Grounds for immediate termination: - Violation of confidentiality - Inappropriate behavior or harassment - Non-payment of fees - Client no-shows for consecutive sessions without communication Upon termination: - All outstanding fees are due immediately - Confidentiality obligations continue - Coach will provide summary of progress if requested 11. REFUND POLICY ================ ☐ No refunds on services rendered ☐ Pro-rated refunds for unused sessions in packages ☐ Full refund available within _____ days of purchase ☐ Other: _______________ 12. LIABILITY AND DISCLAIMER =========================== The Client understands that: - Coaching involves risk and no specific outcomes are guaranteed - The Client is fully responsible for their decisions and actions - The Coach is not liable for any consequences of Client's choices - The Client releases Coach from any claims related to coaching services The Coach's liability is limited to the amount of fees paid by the Client. 13. DISPUTE RESOLUTION ===================== Any disputes will be resolved through: ☐ Direct negotiation ☐ Mediation ☐ Binding arbitration ☐ Court jurisdiction in [Location]: _______________ 14. ADDITIONAL TERMS =================== Special arrangements or additional terms: _________________________________ _________________________________ _________________________________ 15. AGREEMENT TO TERMS ===================== By signing below, both parties acknowledge they have read, understood, and agree to all terms and conditions of this Coaching Agreement. This agreement constitutes the entire agreement between the parties and supersedes all prior negotiations, representations, or agreements. CLIENT SIGNATURE: _________________________ DATE: _________ Print Name: _________________________ COACH SIGNATURE: _________________________ DATE: _________ Print Name: _________________________ WITNESS (if required): _________________________ DATE: _________ Print Name: _________________________ This agreement is governed by the laws of [State/Province]: _______________ For questions about this agreement, contact: Coach Email: _________________________ Coach Phone: _________________________