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Free Coaching Agreement Template

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Last Updated May 21, 2024

Coaching helps people grow to attain their full potential. As a coach, you take your work seriously. After all, guiding people to self-growth takes lots of dedication and commitment. Signing a coaching agreement with every client safeguards your work and gives it structure.

A coaching agreement allows you to outline goals, set time limits, and set communication boundaries to achieve the most for each client. With it, both parties will know what to expect and how to measure success. A good coaching agreement also considers applicable clauses, giving you added avenues to limit liabilities. You also get to protect any intellectual property you produce.

Drafting the first coaching agreement can be daunting. You may not know what to include or which clauses work for you. Fortunately, you can start your legal agreement online for free and use it as a guide for future contracts. Let us explore how a coaching agreement works, what to include in yours, and why you and your clients need to sign it.

What is a Coaching Agreement?

Whenever you take on a new client (coachee), you enter into a contract with them. You agree to work with them, guiding them in a specific area of their life to help them attain the desired result. The contract document you sign is a Coaching Agreement. It is legally binding between you and the client. At the very least, it should contain the following information.

  • The coach’s legal names and responsibilities: Identifying yourself as a party in the contract is essential.
  • The client’s official names: Ensure you get the names right to make the agreement binding.
  • Effective contract start and end dates: Establish the duration of the coaching sessions.
  • Length and frequency of every session
  • The total number of sessions
  • The objective: State the aim of the coaching relationship.
  • Location: Does coaching happen in person, via video call, or in written correspondence?
  • Your signature: Signing denotes agreement to the terms of the contract.
  • Client’s signature: Clients must agree to the terms of the agreement to begin working with coaches.

For your coaching agreement to be effective, you must understand why every piece of information is crucial and what additional elements you must add. But first, why do you need a coaching agreement?

Why You Need a Coaching Agreement

A coaching agreement can achieve much more than identifying yourself and your client and setting up the length of the coach-client relationship.

  • It gives structure to your coaching sessions.

Having an agreement lets you write down your goals. That way, you can evaluate your conversations to determine whether you are still on track. You avoid wasting time with pointless discussions that do not align with your client’s goals.

  • It keeps each party’s responsibilities clear.

The client should understand their responsibility. Spell expectations for honesty, timekeeping, participation, and activities between sessions. Also, outline the coach’s duties during and after sittings.

  • An agreement is a step in the right direction.

A completed agreement is a sign that the coach has taken the time to evaluate the process before it starts and has a clear view of its direction. It also allows new clients to understand how coaching works and manage their expectations.

  • Protects coaches from non-payment

Your hard work deserves compensation. Establishing terms and payment deadlines ensures you don’t work for free or waste time chasing clients who won’t pay on time.

  • Keeps the relationship professional

Coaches and clients must keep their relationships professional to avoid straying into irrelevant personal matters.

The agreement should also include necessary clauses.

Clauses to Include in a Coaching Agreement

There are numerous clauses to consider. These crucial components contribute to an effective coaching contract.

Confidentiality and Data Protection

During coaching sessions, the client will share a lot of data. The coach must detail how they will store such data. This clause also addresses privacy and outlines the rare circumstances under which a coach might need to share data with third parties, such as if the client is involved in illegal or dangerous activity.

Limited Liability Clause

If anything goes wrong during coaching and the client decides to sue, limiting liability is an excellent way to restrict the amount of money the court can order you to pay. The wording should be precise. You can adapt the clause the International Coaching Federation provides to fit your needs.

Payment and Late Fees Clauses

This element discusses monetary matters, from the cost of your services to the payment methods. State whether you expect upfront fees for every session, a down payment, deadlines, late fees, etc. If you offer refunds, clearly state occurrences that could lead to them and how much you would refund.

Cancellation and Rescheduling Policy

Sometimes, clients cannot attend every session as outlined in the agreement. If you offer cancellations and reschedules, outline the necessary steps and conditions for doing so. For example, establish how close to the next session a client may cancel a session and make up for it.

Intellectual Property Clause

Coaches sometimes share printed activities, videos, or audio recordings with clients. The contract should outline legal ways the client is allowed to use the information. If you don’t protect your work, you may lose it to other coaches and lose money.

Disclaimer and Release Clause

A Coaching Agreement should include a disclaimer letting clients know they are responsible for their feelings and actions. They should take full responsibility for the decisions they make and actions they take based on your conversations.

Support Between Sessions

This clause outlines provisions for extra support you offer, such as calls or email support in between sessions when necessary.

Termination Clause

Outlines under what circumstances the contract can terminate before the expiration date.

Renewal Policy

This provision allows for an extension or renewal of the contract if specific predetermined conditions apply.

To determine the elements of individual contracts, coaches may use the consultation call or a non-obligatory first session to understand the prospective client’s needs.

Coming Up With a Strategy for Success

The perfect coaching agreement works well in combination with a goal-oriented strategy.

  • Explain your philosophy, approach, and style of coaching.
  • Understand the client’s challenges, goals, strengths, and motivations.
  • Establish ground rules, such as respect, punctuality, openness, and communication between sessions.
  • Ensure the client understands how coaching works; for example, a finance coach can clarify that they provide coaching, not financial advice.

Before presenting your client with any agreement for signing, review it for clarity and errors. Encourage the client to read it carefully to understand their obligations. Easy Legal Docs offers a free, well-drafted coaching template that you can modify and adjust to suit your needs. While everyone can begin with a similar template, individuals must adapt it to their needs and goals.

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Document Sample

Coaching Agreement Template

Below you can see a sample of the Coaching Agreement template:

Template Coaching Agreement

Coaching Agreement FAQs

What is a Coaching Agreement?

Whenever you take on a new client (coachee), you enter into a contract with them. You agree to work with them, guiding them in a specific area of their life to help them attain the desired result. The contract document you sign is a Coaching Agreement.

Can I use a template coaching agreement?

Yes but you should only use the template as a guide; never copy and paste, as your business and the client's needs are unique. Easy Legal Docs offers a free, well-drafted coaching template that you can modify and adjust to suit your needs. While everyone can begin with a similar template, individuals must adapt it to their needs and goals.

Should the Coachee sign the Agreement?

Yes. For any contract agreement to be valid, both parties must sign and date it. If your client’s signature is missing, they are not under obligation to follow the conditions therein. Before presenting your client with any agreement for signing, review it for clarity and errors. Encourage the client to read it carefully to understand their obligations.

Is a Coaching Agreements essential?

Yes. Even if you were offering free coaching sessions, you still require an Agreement. It protects you in case of disagreements.

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