What's an Engagement Agreement?

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Our Agreement

This Engagement Agreement (“Agreement”) is entered into by and between Coach Jay (“Coach”) and [Client Name] (“Client”). The purpose of this Agreement is to outline the terms and conditions for the coaching services to be provided.

1. Purpose and Scope of Coaching

• The Coach will provide professional coaching to help the Client achieve personal or professional goals. The coaching process may include discussions, goal-setting, feedback, and activities designed to support the Client’s growth.

2. Coaching Process

• Confidentiality: All information shared during coaching sessions will remain confidential unless required by law or in cases of risk of harm. 

  • Optional provisions:.

    • Corporate Sponsor:  Coach also agrees to meet with the Client and the Client’s manager/supervisor (and/or representative of the sponsor), if such meeting is requested.  This three-way meeting shall be held with all parties present to discuss progress and any modifications of the coaching program, as warranted.  At the end of the coaching program, the Coach, Client and supervisor (or Sponsor) shall meet again to evaluate the program and decide if further coaching is desirable.

    • University of Texas @ Dallas (UTD) / International coaching Federation (ICF) Audio/Video Recording:  If a session is recorded, it will be approved by the Client in advance of any recordings and then confirmed at the onset of the recording. 

      • Recordings shall only be shared with the University of Texas (UTD) for use as required application content for the Professional Certified Coach (PCC) certification.

• Session Details: Sessions will occur [weekly/bi-weekly/monthly] for approximately [X minutes] via [phone/video/in-person].

• Methodology: Coaching will follow a client-centered approach, using active listening, powerful questions, and goal-setting strategies.

3. Roles & Responsibilities

• Coach: Provide support, feedback, and accountability to help the Client achieve their goals.

  • The Coach will respect the Client’s autonomy, choices, and values - creating a safe and supportive coaching environment.

  • The Coach agrees to refrain from providing advice or solutions, instead focusing on facilitating the Client’s self-discovery through active listening, powerful questioning, and reflection.

  • The Coach’s role is to support the Client in gaining awareness, exploring options, and achieving their own insights and outcomes.

  • The Coach will adhere to the ICF Code of Ethics and any applicable legal reporting requirements, including those related to the disclosure of information in cases of harm, risk, or where mandated by law.

• Client communicate openly with the Coach about progress and goals.

  • Prepare for Each Session: The Client agrees to bring an objective (prepare the agenda)update on their goals, any progress made, and topics they’d like to focus on. This helps guide the conversation and ensures each session is productive and aligned with the Client’s needs & overall Engagement Agreement.

4. Logistics

• Fee/Rate: _________

• Payment Terms: Payments are due before each session/in advance for the package via Venmo.

• Term: This Agreement begins on [Start Date] and continues until [End Date or Milestone].

• Termination: Either party may terminate the coaching relationship at any time with:

  • written notice

  • 2nd no call ahead / no show

  • Any outstanding fees are due at the time of termination.

• Disclaimers:  Coaching is not a substitute for medical, legal, or psychological services. The Coach does not provide advice in these areas unless specifically qualified.

• Acknowledgment:  By signing below, both parties acknowledge and agree to the terms outlined in this Agreement.

Engagement Agreement:

Suitability Consultation (Free 30mins using MS Teams) Date: ______________________

• What are your top three goals for coaching?

• How do you define success, both personally and professionally?

• What are you tolerating or putting up with?

• What motivates you to overcome challenges or achieve difficult goals?

• What are the biggest obstacles or frustrations you’re currently facing?

Engagement Agreement (Client Mission Statement):__________________________

Acknowledgements

Start: ______________________

Client Name: ______________________

Sponsor (if applicable): ____N/A - Individual___

Optional Provisions: _____N/A - Confidential / No Recordings________

Signature: ________________________

Date: ____________________________

Coach Jay's Legal Name: Jasen Miller        

Signature: ________________________

Termination Date: ______________________

Coach Prep Form

Before:

• Main objective for today's session

• Current challenges

• Desired outcome (what would success feel like?)

After:

• Key insights and reflections during the session

• Coaches observations and feedback

• Steps I'd like to take