Policies and Disclaimers
As your coach, I consider part of my role to be to help you keep moving forward. To that end, sessions may always be rescheduled without consequence, however I have a 1 week cancellation policy. The intention is that we’ll be making forward progress regardless of things that come up, unless you have a planned vacation. In the case of a planned vacation I want to encourage healthy work-life balance and therefore we will not meet and your session fees will be pro-rated or credited towards a future month.
If you anticipate any vacations or needing time off in the coming month, please let me know before the 1st of the month so I can adjust the charge. If you give me a week's notice for a session you've already paid for, you'll be given a credit on the following month's invoice.
If you must cancel last minute, please let me know as soon as possible. My commitment to you as your coach is to help you keep moving forwards, so we can do that remotely via email or by rescheduling.
For clients who don’t have a regularly occurring meeting time, remember that it is your responsibility to schedule yourself onto my calendar. If you neglect to book the appropriate number of sessions in a month, there is no adjustment to the coaching fee.
Every coaching client is required to sign a coaching agreement. This document describes the work we'll be doing together and how it will be achieved. I have a standard format that I use for this agreement, but all terms are negotiable, so don't hesitate to propose changes that will more clearly describe how we will be working together.
My coaching agreement includes the following components:
Who is involved in the coaching: In other words, you, the client, and me, the coach.
When coaching starts and how long it continues: Typically the agreement starts on our first session and lasts for a minimum of three months.
How often sessions occur: Sessions are typically best if they're one hour once a week in person, via skype or over the phone. Shorter or longer sessions, more or less frequently are also available upon request.
What is coaching and what is it not: The power in a coaching relationship comes from the client, so clear communication of desires and desired outcomes is vital. Also, coaching is not therapy or counseling, but it can it on difficult or painful areas. If we hit on subject matter that is better addressed by a therapist, I will let you know what area that is. I am happy to provide you referrals to therapists who specialize in that area, and we can continue working together on the business-end of things.
How much coaching costs, when payment occurs: You’ll be emailed an automatically generated invoice on the 1st of the month. If you’ve chosen to save your card on file, it will be automatically charged on the first. My current rate information is found on the Weekly Coaching page.
Scheduling, rescheduling and cancelling sessions: basically the same as the cancellation policy that is earlier on this page
What happens after the initial three month commitment and the procedure for concluding the coaching relationship: Typically the agreement moves into a month-to-month phase, and I ask at least 7 days notice so that we can ensure we have a final session before our relationship concludes.
Confidentiality and promotion concerns: Everything discussed in session will be kept strictly confidential. I can also keep the fact that you're working with a coach confidential, or I can disclose that you're my client in order to make strategic connections that will support your goals. You can indicate which you prefer on the agreement. Likewise, during coaching you’ll have access to my proprietary information and I ask that you use that for yourself only.
Fine Print: all the stuff the lawyers like to make something a sturdy agreement.
Sign and Date: we both sign and date the agreement indicating that we both agree to the terms outlined therein. I will provide you with a copy (digital or hard copy) of the signed document.
A full copy of my standard Coaching Agreement can be found at that link.
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