How do you set and review coaching contracts and agreements?

1 What is a coaching contract?

A coaching contract is a written document that outlines the terms and conditions of the coaching relationship. It usually covers aspects such as the scope, duration, frequency, fees, cancellation policy, confidentiality, roles, and responsibilities of both parties. A coaching contract helps you and your client to agree on what you are offering and what you expect from each other. It also protects you from potential legal issues or misunderstandings.

2 What is a coaching agreement?

A coaching agreement is a verbal or written statement that defines the specific goals, outcomes, and measures of success for each coaching session or program. It usually includes the purpose, objectives, actions, and feedback of the coaching intervention. A coaching agreement helps you and your client to focus on what you want to achieve and how you will track your progress. It also enables you to adjust your approach and strategies according to the client's needs and feedback.

3 How to set a coaching contract and agreement?

Setting a coaching contract and agreement requires clear communication, mutual understanding, and informed consent from both parties. To do this, begin by discussing your coaching philosophy, methodology, and ethics with your client. Ask your client about their goals, challenges, expectations, and preferences for the coaching relationship and listen actively and empathetically. Negotiate and agree on the terms and conditions of the contract that are realistic, fair, and transparent. Additionally, establish and agree on the goals, outcomes, and measures of success for the agreement that are specific, measurable, achievable, relevant, and time-bound. Make sure to write them down and review them with your client before signing.

4 How to review a coaching contract and agreement?

Reviewing a coaching contract and agreement is an ongoing process that requires regular feedback, evaluation, and revision. To review a coaching contract and agreement, start by asking your client for feedback on each coaching session or program. Ask about their feelings, what they learned, what they achieved, and what they need. Share your observations, insights, and suggestions with them. Additionally, evaluate the progress and results of the coaching intervention to compare the actual outcomes with the agreed outcomes. Measure the impact and value of the coaching, identify what worked well, and find out what can be improved. Finally, revise the coaching contract and agreement as needed. Adjust the terms and conditions, goals, outcomes, and measures of success according to the changing needs and circumstances of the client and the coaching relationship. Make sure to document any changes and agree on them with your client.

5 What are some best practices for coaching contracts and agreements?

Coaching contracts and agreements are not static or rigid documents, but dynamic and flexible tools that can improve the quality and effectiveness of the coaching relationship. It is important to use clear, concise, and respectful language that reflects your coaching style and values. Your coaching contract and agreement should be aligned with the ethics and standards of your profession and organization. Furthermore, involve your client in the creation and revision of the document, respecting their autonomy and choices. You should also review and update your coaching contract and agreement regularly, communicating any changes or issues openly. Lastly, keep a record of your coaching contract and agreement, storing them securely and confidentially.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?