Coaching Agreement

This Agreement is entered into by and between John Onorato, PC, dba ThreeOwl Awareness, Bellingham WA USA (hereinafter referred to as “Coach”) and Name/Address __________________________________________________ (hereinafter referred to as “Client”), whereby Coach agrees to provide Coaching Services for Client, focusing on the following topics/results/outcomes/goals attached to this Agreement as Schedule A.

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

1) Coach-Client Relationship

A. Coach agrees to maintain the ethics and standards of behavior established by the International Coach Federation “(ICF)”. They are found here: https://coachingfederation.org/credentialing/coaching-ethics/icf-code-of-ethics/

It is recommended that the Client review the ICF Code of Ethics and the applicable standards of behavior.

B. Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Coach. As such, the Client agrees that the Coach is not and will not be held liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach.

Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.

C. Client further acknowledges that he/she may terminate or discontinue the coaching relationship at any time.

D. Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including but not limited to work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporating coaching principles into those areas, and implementing choices is exclusively the Client’s responsibility.

E. Client acknowledges that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association, and that coaching is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature and extent of the coaching relationship agreed upon by the Client and the Coach.

F. The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate honestly, be open to feedback and assistance, and to create the time and energy necessary to participate fully in the program.

2) Services

The parties agree to engage in a ___ month Coaching Program. The parties will meet ___ times a week/month. Meetings will be conducted either in person or via videoconferencing.

Coach will be available to Client by e-mail and text messages in between scheduled meetings, inasmuch as is allowed by Coach’s available energy. The Coach will do their best to respond, so long as Client understands that said response is not guaranteed in any particular timeframe.

Per Client’s request, Coach may also be available for additional time, at the normal session rate minus 10 percent (-10%). This time can be used for studying Client-related material, reviewing documents, reading/writing reports, or any other Client related services outside regular coaching hours.

3) Schedule and Fees

This coaching agreement is valid as of 00/00/0000.

Coach’s fees are variable, depending on services requested. All fees will be mutually settled on and agreed to by both Coach and Client, before services begin.

Meeting times and frequencies will also be mutually settled on and agreed to by both Coach and Client, before services begin. Typical coaching agreements are for one 30 or 60 minute session per week.

If Coach’s rates change before this agreement has been signed and dated, the prevailing rates will apply.

The refund policy in effect for the term of this Agreement is as follows:

Refunds are not offered for completed sessions.
Refunds are not offered for sessions cancelled less than 24 hours in advance.
Refunds are not offered for Client no-shows.
Sessions are not pro-rated for any reason.
Prepaid sessions or packages are refundable only for unused sessions, and only if services are formally discontinued in writing or email.

4) Procedure

The time and location of the coaching meetings will be mutually determined by Coach and Client.

Both the Coach and Client are obligated to attend scheduled meetings. Coach will be ready to meet shortly before the agreed-upon meeting start time. Client is responsible for showing up on time, either in-person or in the shared virtual space. Coach will wait no less than 15 minutes for the Client to arrive. If Client does not arrive in this time, Coach will reach out to Client. If Client is late, sessions are not pro-rated or time-extended.

If Coach is not available for a scheduled meeting, Client will be notified prior to the scheduled meeting time.

5) Confidentiality

This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality set forth in the ICF Code of Ethics.

However, please be aware that the Coach-Client relationship is not considered a legally privileged or confidential relationship, such as found in the medical and legal professions. Thus, Coach/Client communications are not subject to the protection of any legally recognized privilege.

At the same time, Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Coach will also not disclose the Client’s name as a reference or testimonial without the Client’s consent.

Confidential Information does not include information that: (a) was in the Coach’s possession prior to its being furnished by the Client; (b) is generally known to the public or in the Client’s industry; (c) is obtained by the Coach from a third party, without breach of any obligation to the Client; (d) is independently developed by the Coach without use of or reference to the Client’s confidential information; or (e) the Coach is required by statute, lawfully issued subpoena, or by court order to disclose; (f) is disclosed to the Coach and as a result of such disclosure the Coach reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; or (g) involves illegal activity.

The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach in a timely manner.

6) Release of Information (Optional)

The Coach engages in training and continuing education pursuing and/or maintaining ICF (International Coach Federation) Credentials. That process requires the names and contact information of all Clients for possible verification by ICF. By signing this agreement, you agree to have only your name, contact information and start and end dates of coaching shared with ICF staff members and/or other parties involved in this process for the sole and necessary purpose of verifying the coaching relationship. No personal notes will be shared.

Client Agrees __________________ Client Refuses _________________

According to the ethics of our profession, topics may be anonymously and hypothetically shared with other coaching professionals for purposes including, but not limited to training, supervision, mentoring, evaluation, and coach professional development and/or consultation.

7) Cancellation Policy

Client agrees that it is the Client's responsibility to notify the Coach at least 24 hours in advance of the scheduled calls/meetings. Coach reserves the right to bill Client for any missed meetings. Coach will attempt in good faith to reschedule any missed meetings.

8) Record Retention Policy

As part of the Coach’s ongoing relationship with the International Coaching Federation, as well as for supervision purposes, Coach will take notes during sessions. After sessions, these notes will be turned into SOAP notes (Subjective, Objective, Assessment, Plan) and stored on Coach’s secure computing platform. Paper notes are not retained for any significant length of time.

The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in digital format for a period of not less than 5 (five) years.

9) Termination

Either the Client or the Coach may terminate this Agreement at any time, with at least two (2) weeks’ written notice.

Client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship.

10) Limited Liability

Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.

11) Entire Agreement

This document reflects the entire agreement between the Coach and the Client, and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.

12) Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Coach agree to attempt to mediate in good faith for up to 30 days after notice given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party.

13) 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.

14) 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.

15) Applicable Law

This Agreement shall be governed and construed in accordance with the laws of the State of Washington, without giving effect to any conflicts of laws provisions.

16) Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.

Please sign both copies and return one copy of this Client Agreement prior to the first scheduled coaching meeting. Retain one copy for your records and mail the other to:

Coach and Address:

John Onorato

Dba ThreeOwl Awareness

1202 Northwind Circle

Bellingham, WA 98226 USA

Signature: _______________________________________ Date: ____________________________

Client and Address:

Name:

Address: