When it comes to coaching, one of the most important aspects is ensuring that a clear and concise contract is in place. This not only protects both parties, but it also sets the stage for a successful coaching relationship.

To help ensure that all bases are covered, here is a coaching contracting checklist to follow:

1. Define the scope of the coaching engagement

Before any coaching takes place, it’s important to define the scope of the engagement. This includes determining the specific areas that will be focused on, the length of the engagement, and the expected outcomes.

2. Establish clear expectations

It’s important to establish clear expectations for both the coach and the client. This includes outlining communication expectations, meeting schedules, and any other specific requirements for the engagement.

3. Establish confidentiality and privacy guidelines

Coaching often involves sensitive information, so it’s important to establish confidentiality and privacy guidelines upfront. This includes outlining who will have access to any information shared during the coaching sessions and how that information will be kept confidential.

4. Outline payment terms

Payment terms should be clearly outlined in the coaching contract. This includes determining the payment structure, invoicing procedures, and any penalties for missed or late payments.

5. Determine cancellation and rescheduling policies

Coaching sessions may need to be cancelled or rescheduled for a variety of reasons. It’s important to establish clear policies for doing so, including what notice is required and any associated fees.

6. Establish the termination policy

Sometimes coaching engagements don’t work out as planned. It’s important to establish a termination policy upfront, including how either party can terminate the engagement and any associated fees or penalties.

7. Include a liability waiver

Coaching often involves personal growth and development, which can come with inherent risks. To protect both the coach and the client, it’s important to include a liability waiver in the coaching contract.

By following this coaching contracting checklist, you can establish a clear and concise coaching engagement that sets the stage for a successful relationship. Remember that every coaching engagement is unique, so be sure to customize your contract accordingly.