Coaching Policies and Procedures

This is the exact agreement I will ask a client to sign when we begin working together.

Parties:

 

Known as "Coach"

Jade Eby

Jade Eby Coaching

 

and

 

Known as "Client"

{Client.FullName}

{Client.Email}

 

Purpose of the Agreement

This agreement states that the Coach agrees to provide TK for {Client.FullName} (client) focusing on Trauma Recovery.

 

Description

Coaching is a 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.

 

Responsibilities

1. Coach agrees to maintain the Code of Ethics and standards of behavior set out by the International Association of Trauma Recovery Coaching. I will agree to meet with a potential client regardless of age, culture, disability, ethnic group, gender, race, religion, sexual orientation, marital status or socio-economic status. I may decline meeting with a client if I feel, in my professional opinion, that I cannot help them or if they would be better served with the services of another professional. Every client is worthy of excellent care. If a referral elsewhere is needed, I will provide information regarding services for the client’s consideration.

 

2. Client is responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results. As such, the Client agrees that the Coach is not and will not be liable 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. 

 

3. Client understands that coaching is not to be used as a substitute for professional advice by legal, mental, medical or other qualified professionals and will seek independent professional guidance for such matters. If Client is currently under the care of a mental health professional, Coach will recommend that Client inform the mental health care provider and the client may need to have a referral letter from their health care provider.

 

4. Client is responsible for adhering to the follow policies during sessions:

    a. Clients will not be under the influence of alcohol or street drugs 

    b. Client will not bring a third-party into the coaching session unless pre-arranged with Coach

    c. Client will mute or turn off cell phone

 

5. Client agrees to communicate honestly, be open to feedback and assistance and create the time and energy to participate fully in the program.

Terms

Services

The parties agree to engage in 1-1 Coaching Sessions by virtual meetings. The Coach will be available to Client by e-mail and voicemail in between scheduled meetings as defined by the Coach. Coach may also be available for additional time, per client’s request on a prorated basis rate of $50/hour.

Schedule & Fees

This coaching agreement is valid as of {date} The fee is {invoice total} and must be paid in full before sessions can be booked. The sessions will be 60 minutes in length unless a prior arrangement has been made or additional time has been purchased.

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 Coach will initiate all scheduled sessions and will be available at the provided Zoom Video link provided to the Client. If the Coach will be at any other number for a scheduled session, Client will be notified prior to the scheduled appointment time.

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 to confidentiality by the IAOTRC but is not considered a legally confidential relationship (like in Medicine or Law). 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) that the Coach is required by law to disclose.

For any of the following matters, legally and ethically, I may break confidentiality and involve others who can help:

A. If mandated by a court of law

B. If disclosure is required to prevent clear and imminent danger to yourself and/or others

C. If I am made aware of potential or actual occurrence(s) of physical/sexual abuse of minors, persons with disabilities or senior citizens.

Please note that it is required, for certification renewal and continued development as a coach to keep track of coaching hours. As such, the coach may submit the client's email address details to the IAOTRC. The coach will not divulge any information about what happened during the session. The information is strictly limited to an email address.

According to the ethics of our profession, topics may be anonymously and hypothetically shared with other coaching professionals for training, supervision, mentoring, evaluation, and further coach professional development and/or consultation purposes.

Cancellation and Lateness Policy

Client agrees that it is the Client’s responsibility to notify the Coach at least 24 hours in advance of the scheduled call/meeting if the client cannot make the session. Client will be billed for a missed session if the client does not turn up or reschedule. Coach will wait for 15 minutes, before the Client is noted as not turning up for the session.

Safety Risks and Escalation Protocol Policy

The Coach reserves the right to stop a session if there seems to be a safety risk to the Client. The Coach will enact an escalation protocol that will be dependent on the state of mind and condition of the client. The general Escalated Care Protocol is as outlined here.

Failure to Perform Services

In the event the Coach cannot or will not perform its obligation in any or all parts of this agreement, it (or a responsible party) will:

  1. Immediately give Notice to Client via the Notice provisions detailed in this Agreement; and

  2. Issue a refund or credit based on reasonably accurate percentage of Services rendered; and

  3. Excuse Client of any further performance and/or payment obligations in this Agreement.

Notice

Parties shall provide effective notice ("Notice") to each other via the following method of delivery at the date/time which the Notice is sent:

Email

  1. Coach's Email: contact@jadeebycoaching.com

  2. Client's Email: {client.email}

Termination

Either the Client or the Coach may terminate this agreement at any time with 2 weeks written notice, however, the coach has the discretion to retain the upfront fee paid. 

Limited Liability

Except as expressly provided in this agreement, the Coach makes no guarantees or warranties, express or implied. In no event will the Coach be liable to the Client for 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 will be limited to the amount paid by the Client to the Coach under this agreement for all services rendered up until the termination date.

Registering a Complaint

On occasion, a client may have concerns or complaints. Clients are urged to bring complaints to my attention immediately. You may also contact Bobbi Parish, the founder of the International Association of Trauma Recovery Coaching, by emailing her at BobbiLParish@gmail.com

 

This is the entire agreement of the parties and reflects a complete understanding of the parties with respect to the subject matter. This agreement supersedes all prior written and oral representations.

 

I agree to the terms and conditions of this contract.