The following is a sample coaching agreement that will need to be signed by each client individually. This is a requirement of my insurance and necessity for the ICF code of ethics and standards.

1 Definitions and Interpretations 

Definitions

In this Agreement, the terms defined shall, unless otherwise defined in this Agreement, bear the same meaning when used in this Agreement and the following terms shall have the following meanings:  

"Agreement" means this coaching agreement including any schedules, appendices or amendments made in accordance with its terms;

"Client" means the person receiving the Coaching Services as identified in this Agreement;

"Coach" means Jaz Marfo as identified in this Agreement;

"Coaching" means a partnership (defined as an alliance, not a legal business partnership) between the Parties in a thought-provoking and creative process that inspires the Client to maximise personal and professional potential;

"Coaching Services" means the career coaching services to be provided by the Coach as set out in clause 2 of this Agreement;

"Commencement Date" means the date on which the Client's initial payment for the Coaching Services is received by the Coach;

"Confidential Information" means all information (documented or verbal) shared by the Client as part of the Coaching relationship, subject to the exceptions set out in clause 8.3;

"Data Protection Laws" means all applicable laws, enactments, orders and regulations relating to the processing of personal data relating to living persons and privacy including the GDPR (EU) 2016/679; and other relevant UK and European Data Protection laws;

"Parties" means the Coach and Client collectively, and "Party" means either one of them;

"Privacy Policy" means the Coach's privacy policy outlining obligations and responsibilities in respect of personal data processing.

2 My Services

I agree to provide the Career Coaching & Mentoring (the “Coaching Services” ) to you in the following format:
2.1 Two Private Coaching Calls each month (30 minutes)
2.2. Fortnightly 1 hour group coaching calls
2.3. Monthly custom resources accessed by email and private podcast

3 Commencement and Term

3.1 This Agreement shall commence on the date on which it has been signed by both parties (Commencement Date) and shall continue for a minimum of 3 months from the commencement date.

3.2 In accordance with the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, you shall have the right to cancel this Agreement within 14 days of the Commencement Date without giving any reason. This statutory cooling-off period starts on the day after the Commencement Date. After the expiry of this 14-day cooling-off period, termination of the Agreement will be subject to clause 11 (Termination).

4 Payment Provisions

4.1 The fee for the Coaching Services is to be paid as follows on the anniversary of your commencement date:
Monthly - every 1 month
Quarterly - every 3 months
Annual - every 12 months

4.2 Once payment is received, I will provide a receipt of payment, via email.

5 Our Coaching Relationship

5.1 My aim is to provide coaching and mentoring towards your career goals.

5.2 Coaching is a partnership (defined as an alliance, not a legal business partnership) between the Parties in a thought-provoking and creative process that inspires you to maximize personal and professional potential (the “Coaching ”). It is designed to facilitate the creation/development of personal, professional or business goals and to develop and carry out a strategy for achieving those goals.
 

5.3 To get the most out of Coaching, you should be as honest, trusting and respectful as possible.

5.4 You agree to schedule your first session within 30 days of signing this agreement.
 

6 Your Obligations 

6.1 You acknowledge that Coaching is a comprehensive process that may involve different areas of your life, including work, finances, health, relationships, education and recreation. You agree that deciding how to handle these issues, incorporate Coaching principles into those areas and implementing choices is exclusively your responsibility.

6.2 You understand that in order to enhance the Coaching Services, you agree to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the Coaching Services.

6.3 You are solely responsible for creating and implementing your own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the Coaching relationship and your Coaching calls and interactions with me. As such, you agree that I am 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 me. You understand Coaching is not therapy and is not a substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.

6.4 You acknowledge that Coaching does not involve the diagnosis or treatment of mental disorders as defined by the [Royal College Of Psychiatrists] and that Coaching is not to be used as a substitute for counselling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is your exclusive responsibility to seek such independent professional guidance as needed. If you are currently under the care of a mental health professional, it is recommended that you promptly inform the mental health care provider of the nature and extent of the Coaching relationship agreed upon by us.

7 Procedure

7.1 The private calls or meetings between us shall be 30 minutes long, fortnightly group calls or meetings shall be 1 hour long. This may be subject to change at my discretion.

7.2 The time of the Private Coaching meetings and/or location will be determined by the Parties based on a mutually agreed upon time. Subject to your consent, our sessions may be recorded. By signing this agreement, you are providing your consent.

7.3. Any recordings of private coaching sessions will be kept in accordance with my Privacy Policy, available to you within 48 hours and deleted 30 days from your end date.

7.4. Any recordings of group coaching sessions will be kept in accordance with my Privacy Policy, available to you within 48 hours and available to active clients for as long as the programme exists.
 

7.5 I will be available to you in between scheduled meetings via email and WhatsApp. This may be subject to change at my discretion.

8 Confidentiality

8.1 The Coaching relationship, as well as all information (documented or verbal) that you share with me as part of the Coaching relationship, is bound by the principles of confidentiality. However, please be aware that our Coaching relationship is not considered a legally confidential relationship (like the medical and legal professions) and so communications are not subject to the protection of any legally recognised privilege. I agree not to disclose any information pertaining to you without your written consent, subject to the clause below on what ‘Confidential information does not include’. I will not disclose your name as a reference without your consent.

8.2 Your Confidential information includes (i) personal details and information; (ii) recordings of sessions with me; and (iii) the reports and outcome of our Coaching relationship. Such information will be kept in a secure and safe location and subsequently destroyed 36 months after the completion of the Coaching relationship.

8.3 Confidential Information does not include information that: (a) was in my possession prior to is being furnished by you; (b) is generally known to the public or in your industry; (c) is obtained by me from a third party, without breach of any obligation to you; (d) is independently developed by me without use of or reference to your confidential information; or (e) I am required to disclose by law, a court of competent jurisdiction or any governmental or regulatory authority; (f) is disclosed to me and as a result of such disclosure I reasonably believe there to be an imminent or likely risk of danger or harm to you or others; and (g) involves illegal activity. You also acknowledge your continuing obligation to raise any confidentiality questions or concerns with me in a timely manner.

9 Supervision

Subject to your consent, according to the ethics of the Coaching profession, topics may be anonymously and hypothetically shared with other Coaching professionals for training, supervision, or evaluation, and for my professional development and/or consultation purposes. By signing this agreement, you are providing your consent.

10 Cancellation Policy

You agree that it is your responsibility to notify me of the cancellation of a session at least 24 hours in advance of the scheduled call or meeting. I will attempt, on two occasions, to re-schedule the missed meeting but this cannot be guaranteed. Any further cancellations with less than 24 hours’ notice will be be deducted from your sessions accrued.

11 Termination

11.1 Subject to clause 3.2, either party may terminate this coaching agreement by giving fourteen (14) days' written notice to the other party, provided that such termination shall not take effect until at least three (3) months have elapsed from the commencement date of this agreement.

11.2 Subject to clause 3.2, in the event of termination of this Agreement in accordance with this clause 11 any payments made by you shall be non-refundable.
 

11.3 You agree to compensate me for all Coaching Services rendered up to the termination date (if applicable) following the effective date of termination of the Coaching relationship.

11.4 All coaching sessions, events and services scheduled beyond the termination date shall be cancelled

12 Limited Liability

12.1 The Parties’ maximum aggregate liability to each other under this Agreement shall be limited in contract, indemnities, tort (including negligence) or otherwise, however arising, to an amount equal to the Coaching fee under this Agreement.

12.2 The Parties’ shall under no circumstances be liable for any loss of income; loss of profit; loss of customers; loss of opportunity; damage to the other parties’ reputation; and/or indirect; special; incidental; or consequential loss or damage, whatsoever and howsoever such loss, damage, or delay was caused, whether from contract, breach of statutory duty, by indemnity, tort (including negligence) or otherwise.
 

12.3 Nothing in this Agreement shall exclude either Party’s liability for death and personal injury; fraud and any other liability that cannot be excluded by law.

13 Data Protection

13.1 I comply with all relevant UK Data Protection laws. My privacy policy outlines my obligations and responsibilities in respect of your personal data. This policy will be provided to you in due course.

13.2 You acknowledge and agree that I am permitted to hold and process personal (and sensitive) information and data that you submit to me, from time to time, as part of my business records during the course of the Coaching relationship, and may use such information in the course of my business.

14 Variation
 

No variation of the Agreement shall be effective unless it is in writing and signed by the Parties.

15 Entire Agreement

This document reflects the entire agreement between us. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both Parties
 

16 Dispute Resolution

16.1 If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Parties agree to attempt to mediate in good faith for up to 30 days after notice of dispute is given.

16.2 Should the Parties fail to agree upon a suitable solution, the Parties will be subject to clause 11 (Termination).

17 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.

18 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.

19 Notice

Any notice given to a Party under or in connection with the Agreement shall be in writing and shall be sent for the attention of:

Jaz Marfo to the email address of: [email protected]

{{client.name}} to the email address of: {{client.email}}

20 Governing law

The Agreement, and any dispute or claim (including non-contractual disputes or claims) arising out of or in connection with it or its subject matter or formation, shall be governed by, and construed in accordance with the law of England and Wales.

21 Jurisdiction

Each Party irrevocably agrees that the courts of England and Wales shall have exclusive jurisdiction to settle any dispute or claim (including non-contractual disputes or claims) arising out of or in connection with the Agreement or its subject matter or formation.