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Terms of Business

Our Contract is simple and our primary concern is that we offer our services to meet your needs, therefore we are open and transparent in all our interactions with you for all our following services and more:

Executive Coaching Services,  Small business support services,  Accredited DISC profiling Practitioners, Small business mentoring program  and our Executive coaching Services

If you feel that the intervention has done the job or is no longer working you can cancel without penalty at any time.  All we ask is that you have a chat with us about the success and not so successful interventions.  Any Fees paid but unused will be fully refunded without question, simple and efficient good service

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SAMPLE CLIENT CONTRACT

Fees:                    

(Insert Fees)  Fees are variable and will be confirmed prior to the engagement of the coach

Payment:            

For Individuals In advance.  As coaching is a commitment from the client to the coach, fees in coaching are always in advance. For Corporate and Business Clients On Invoice.  Should a client reach their goal, target or objective prior to the end of the sessions booked we offer a full refund of unused session fees.

Sessions:  

 (insert agreed number of session)  Normally 6, 9 or 12 sessions.  We will agree how many sessions at the outset.  We would recommend that only 6 are booked initially and then reviewed as the coaching sessions progress.  Any bulk discounts will be retrospectively applied

Frequency:        

(insert frequency of sessions)  Weekly, Fortnighly and Monthly Sessions are recommended.  It is not recommended to extend sessions to longer gaps than monthly

Schedule:           

(Insert Times & Dates)

Procedure:

Client will call the coach at pre-arranged times.

Changes:             

Re-scheduling or cancellations of appointments should be done at least 48 hours before planned date. Less notice and the coach is at liberty to charge the client for the full session.

Extra Time:        

You may e-mail or call me between scheduled sessions if you have a problem or want to share a success with me.

Problems:          

If I ever say or do anything in a session that you don’t feel comfortable with or if you have any concern with the way we are working, please let me know as soon as possible. For our work together to be effective, you have to be honest with me.  Due to the time contraints for clients it is important to keep the sessions on track and therefore we will agree the procress at the start of the coaching contract.

Termination:     

Because of the time, scope and nature of my work, my policy is that the initial term is 3 months; thereafter it will be on a month by month basis.

After the initial 3 months is up, the client may cancel at any time - it must be in writing (e-mail or letter). In the event of there being money owed at the time of cancellation, full payment will become due immediately. (adapt as appropriate to your terms)

Confidentiality:

The coach recognises that anything the client shares with them is regarded confidential, whether it is business or personal information. The

coach undertakes not to, at any time, (unless required to do so by law),  either directly or indirectly, use or disclose any information the client shares with them during their sessions. For further details regarding this please refer to the Code of Ethics.

GDPR:

GDPR with our DISC Profiling:

As our clients your DISC profile data will be processed and stored by PeopleKeys and hosted by PeopleKeys, who are based in the USA. PeopleKeys are the controllers of this data.

Should you as our client has any enquiry regarding your DISC personal data, please contact PeopleKeys for further information: compliance@peoplekeys.com

Your data protection is important to us - Please note that Peoplekeys USA are the controllers of your data and are fully GDPR compliant. Please see their Privacy Policy

for any further information here: https://peoplekeys.com/policies/privacy-policy   

It should be noted that PeopleKeys has taken all necessary measures to ensure their personal data processing procedures are compliant for the purposes of GDPR.

The measures taken include:

  • Identification of all personal data processing procedures

  • Analysis of the risk related to personal data processing

  • Selection of proper technical and organisational measures for personal data protection in order to ensure proper security of personal data, including protection against unlawful or illegal processing and their accidental loss, destruction or damage

  • Conclusion or amendment of relevant personal data processing outsourcing agreements

  • Adjustment of data collection procedures to standards imposed by the GPDR

  • Preparation of internal documentation regarding personal data protection.

Legalities:           

The coach will maintain their professional indemnity insurance and compliance with regard to the Data Protection Act and the clients details.

Nature of Coaching:       

The client is aware that the coaching is in no way to be construed as psychological counselling or any type of therapy. Coaching results are not guaranteed. The client enters into the coaching with the full understanding that they are responsible for creating their own results.

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Client has read and agreed the above

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