Coaching Agreement

Hello

 Thank you for your interest in coaching. 
 
There is a lot of paperwork here, but this is all part of professional coaching and the supervision and oversight that goes with it. You can browse this and ask questions at any time. To keep it simple all you need to do is reply to this email and confirm your agreement. If there is anything that you want to add, amend or delete, or anything that you want to discuss before we proceed please dont hesitate to get in touch by email [Tim@AdaptConsultingCompany.com] phone [447797762051] or via skype, zoom, whatsapp or messenger.

Best wishes


Tim HJ Rogers
CONSULTANT MENTOR COACH
Mob 447797762051 Tim@AdaptConsultingCompany.com
Skype timhjrogers Twitter @timhjrogers
Linked-In https://www.linkedin.com/in/timhjrogers/

COACHING CONTRACT 

Coach: Tim HJ Rogers - AdaptConsultingCompany

Client: [AddDetailsHere]
Email Address: [AddDetailsHere]

Coaching Sessions: 
Example01: 5 sessions, each of 1 hour, over 3 months to be scheduled by email at least 24 hours in advance, but ideally at a regular day/date and time.

Example02: 4 x 1-hour coaching sessions, capped at £x (inc. VAT) per client package of 4 sessions. These can be scheduled at times to suit you. 

Location: 
The Coaching to be delivered via in-person, internet, telephone meetings (in accordance with COVID restrictions),but always subject to the Client preferences and needs.

Duration: From dd/mmm/yyyy, To dd/mmm/yyyy
This arrangement may be renewed, extended or terminated by mutual agreement in accordance with the Coaching Contract Terms and Conditions set-out below. 

Aims/Objectives: 
Typically the discussion may be about [1] personal management or leadership skills  [2] goals, objectives and performance [3] personal or team development or processes. Or this may be Ad-hoc coaching, ie not specifically tied to predefined goals (project, career, family) or other specified outcomes.
Note: We can agree coaching aims and objective at each session, or as a theme across a number of sessions

Fees: [As agreed]
Note: Standard fees at £75/hour, but discounts available for front-line key workers who are doing so much to help our communities during this challenging time. As part of building my coaching  business I am also able to offer discounts for new client referrals or testimony, or group coaching sessions (for example working with teams)

Recording:
The Coach engages in training and continuing education pursuing and/or maintaining ICF (International Coach Federation) credentials. Subject to prior agreement with the Client, the coach may record (audio/visual) a coaching conversation for the purposes of ICF education, supervision, or oversight. Any such recording will be held secure and only for the stated purpose.  We generally use https://otter.ai/ for this purpose.

The Coach will be responsible for:

	
Time keeping of the session
	
Helping the client to set personal or professional goals that are meaningful, challenging and sustainable
	
Working with the client to find and use strategies to achieve those goals
	
Regularly reviewing with the client to ensure focus and progress are maintained
	
Offering the client valuable observations to share what they are seeing, hearing or feeling
	
Asking powerful questions to facilitate the client’s progress
	
Exploring actions for the client to take to further their progress
	
Enabling the client to see things from a different perspective
	
Encouraging, supporting and “being” with the client throughout the coaching relationship
	
Maintaining confidential the content of the coaching sessions (within the limits of the law) and appropriately secure under the Data Protection Act
	
Monitoring ethical issues of coaching that may occur
	
Co-creating a positive learning relationship, encompassing respect, encouraging autonomy and enhancing the coaching experience
	
Ensuring a high level of professionalism in all interactions



The Client will be responsible for:

	
Attending scheduled coaching sessions on time and understanding that a session will be shortened accordingly as a result of late arrival
	
Working with the coach to develop appropriate coaching goals and strategies that will enable them to achieve those goals.
	
Approaching the coaching sessions with an open mind and a willingness to engage in the process.
	
Understanding that their progress will be greatly enhanced by appropriate preparation in advance of the coaching sessions and by allowing some time for any relevant actions in between sessions.
	
Letting the Coach know what is/isn’t working in the coaching partnership.
	
Ensuring they are in an appropriate, quiet and private location for their coaching session.
	
Co-creating a positive learning relationship, encompassing respect, encouraging autonomy and enhancing the coaching experience.



TERMS AND CONDITIONS

This Agreement is entered into by and between: Tim HJ Rogers (Coach - Adapt Consulting Company Ltd) and Client whereby Coach agrees to provide Coaching Services for Client focusing on the  topics /results /outcomes /goals outlined in the Coaching Contract.

Description 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.

1) Coach-Client Relationship

A.Coach agrees to maintain the ethics and standards of behavior established by the International Coach Federation (ICF) (Coach federation.org/ethics). It is recommended that the Client review the ICF Code of Ethics and the applicable standards of behavior.

https://coachfederation.org/code-of-ethics

B.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.

https://coachfederation.org/app/uploads/2018/06/Whitepaper-Client-Referral-June-2018.pdf

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

D.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.

E.Client acknowledges that coaching does not involve the diagnosis or treatment of mental disorders 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.

F.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.

2) Services

The parties agree to engage in Coaching Sessions as outlined the Coaching Contract. The Coach will be available to Client by e-mail and voicemail in between scheduled meetings using contact details below.Coach may also be available for additional time, per Client’s request on a prorated basis of the Volume Discounted Rate (for example, reviewing documents, reading or writing reports, engaging in other Client related services outside of coaching hours)

3) Schedule and Fees

As noted in the Coaching Contract

4) Procedure

The time of the coaching meetings and/or location will be determined by Coach and Client based on a mutually agreed upon time. The Client will initiate all scheduled calls and will call the Coach at the following number for all scheduled meetings 07797762051 or via email to TimHJRogers@AdaptConsultingCompany.com to set-up Skype, Zoom, Teams, WhatsApp, Facetime, Messenger or GoogleHangouts call If the Coach will be at any other number for a scheduled call, Client will be notified prior to the scheduled appointment time.

5) 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 ICF 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 summons,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.

6) Release of Information

The Coach engages in training and continuing education pursuing and/or maintaining ICF (International Coach Federation) credentials. That process requires the names and contact information of all Clients for possible verification by ICF. By signing this agreement, you agree to have only your name, contact information and start and end dates of coaching shared with ICF 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.

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.

Additionally, subject to prior agreement with the Client, the coach may record (audio/visual) a coaching conversation for the purposes of continuing education pursuing and/or maintaining ICF (International Coach Federation) credentials. 

7) Cancellation Policy

Client agrees that it is the Client's responsibility to notify the Coach 24 hours in advance of the scheduled calls/meetings.Coach reserves the right to bill Client for a missed meeting.Coach will attempt in good faith to reschedule the missed meeting.

8) Record Retention Policy

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 1 year after the termination of the coaching agreement.

9) Termination

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

10) Limited Liability

Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered.In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.

11) 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.

12) 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 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.

13) 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.

14) 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.

15) Applicable Law

This Agreement shall be governed and construed in accordance with the laws of Jersey, without giving effect to any conflicts of laws provisions.

16) Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns. Please sign both copies and return one copy of this Client Agreement prior to the first scheduled coaching meeting. Retain one copy for your records and mail the other to Tim@AdaptConsultingCompany.com

DATA PROTECTION

OUR CONTACT DETAILS

Name: Tim HJ Rogers (Coach)
Address: La Belle Hougue, Grouville Jersey
Phone Number: 07797762051
E-mail: TimHJRogers@gmail.com

WHAT TYPE OF INFORMATION WE HAVE

• Personal identifiers, contacts and characteristics (for example, name and contact details)
• The Coach engages in training and continuing education pursuing and/or maintaining ICF (International Coach Federation) Credentials. That process requires the names and contact information of all Clients for possible verification by ICF. By signing this agreement, you agree to have only your name, contact information and start and end dates of coaching shared with ICF 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.
• 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.

HOW WE GET THE INFORMATION AND WHY WE HAVE IT

• Most of the personal information we process is provided to us directly by you in relation to the Coaching Services (as outlined in Coaching Agreement)

UNDER THE DATA PROTECTION (JERSEY) LAW 2018, THE LAWFUL BASES WE RELY ON FOR PROCESSING THIS INFORMATION ARE:

• We have a contractual obligation (as part of the Coaching Agreement)

WHAT WE DO WITH THE INFORMATION WE HAVE

• We use the information that you have given us in order to fulfil the Coaching Services (as outlined in Coaching Agreement)
• We may share this information (anonymously and hypothetically) with other coaching professionals for training, supervision, mentoring, evaluation, and for coach professional development and/or consultation purposes.

HOW WE STORE YOUR INFORMATION

• Your Coaching Services (as outlined in Coaching Agreement) information is securely stored.
• The choice of medium for electronic communication is yours. You as the Client should choose which-ever platform you feel most comfortable with [eg Skype, Zoom, Teams, WhatsApp, Facetime, Messenger or GoogleHangouts] noting the security, confidentiality and features that they provide.
• We keep Coaching Services data for up to 1 year after termination of the coaching agreement. We will then secure dispose your information by shredding paper data and deleting electronic data.
• We may keep anonymous and hypothetical data (not attributable to you) for longer for coaching professionals for training, supervision, mentoring, evaluation, and for coach professional development and/or consultation purposes.

YOUR DATA PROTECTION RIGHTS Under data protection law, you have rights including:

• Your right of access - You have the right to ask us for copies of your personal information.
• Your right to rectification - You have the right to ask us to rectify information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
• Your right to erasure - You have the right to ask us to erase your personal information in certain circumstances.
• Your right to restriction of processing - You have the right to ask us to restrict the processing of your information in certain circumstances.
• Your right to object to processing - You have the the right to object to the processing of your personal data in certain circumstances.
• Your right to data portability - You have the right to ask that we transfer the information you gave us to another organisation, or to you, in certain circumstances.

You are not required to pay any charge for exercising your rights. If you make a request, we have four weeks to respond to you.

Please contact us at TimHJRogers@gmail.com if you wish to make a request.

How to complain
You can also complain to the Jersey Office of the Information Commissioner (JOIC) if you are unhappy with how we have used your data.
JOIC’s address:
2nd Floor
5 Castle Street
St. Helier
Jersey
JE2 3BT
enquiries@jerseyoic.org
+44 (0) 1534 716530