2Step Executive Coaching, LLC Coaching Agreement

2 Min. Read

Welcome to 2StepExec™ and thank you for trusting us with providing our coaching services (“SERVICES”) to assist you in meeting your leadership development, business performance, and well-being goals.   

As part of our working together, it is important to make sure we are on the same page and have a clear understanding of definitions, expectations, and commitments to clarify what 2StepExec™ coaching services are and are not. 

This agreement establishes the coaching relationship between 2StepExec™ coaches ("PROs"), 2StepExec Coaching Program Participants ("CLIENT"), and anyone who may have sponsored someone’s coaching ("SPONSOR").  

DEFINITIONS, EXPECTATIONS, AND COMMITMENTS.

Please carefully read through the following three sections to ensure we are on the same page and to confirm you are all in!

 1. Coaching is not consulting. 

  • The goal of coaching is to facilitate and support your ability to think and take action for yourself to achieve your chosen goals, not to give you solutions or to direct you to follow a particular path.

  • The coaching process is thought-provoking and creative, encouraging an awareness and perhaps even a shift in thinking for you regarding who you are, what you do, and how you do it.

  • This respectful, inquiring form of conversation and listening expands your ability to make significant changes, move forward in new areas and have more of what you want in your life.

  • The main objective of participating in a 2StepExec coaching package is to attain certain behavioral changes to optimize desired outcomes. Attaining such change is a process and requires commitment to the process.

  • Finally, our goal is to facilitate and support - not direct - our CLIENTS ability to achieve their chosen goals. The CLIENT is the expert, the coach is the facilitator.

 2. Coaching is not counseling or any other form of professional legal, medical, financial, or spiritual advisory service. 

  • Services are not in any way to be construed as, or in replacement for, psychotherapy, legal counsel, or medical advice.

  • Coaching does not involve the diagnosis or treatment of mental disorders nor is it a substitute for professional advice by legal, medical, financial, spiritual or other qualified professionals.

  • Clients are fully responsible for their physical, mental and emotional well-being. They are responsible for creating their own decisions, taking their own actions and attaining results. They are free to reject any advice, suggestions, or requests. Any advice, suggestions or requests are as-is, having no guaranteed outcome.

  • Clients can choose to discontinue coaching at any time. 

  • Clients should seek independent professional guidance for professional advice regarding their legal, financial, mental health or medical needs.

3. Coaching is a commitment to trusted, outcome-based, change-oriented collaboration. You will be working with a 2StepExec Professional Coach to develop leadership skills, improve performance, and boost well-being. 

If it is your own well-being, skills, and performance being developed, you are a Client. If you are providing such an opportunity to others, you are a Sponsor.

Here's how everyone works together:

2StepExec Coaches are responsible for and commit to:

  • Partnering with CLIENTs and communicating with SPONSORs, as needed

  • Keeping coaching conversations confidential, except under very specific circumstances such as illegal activity, a valid court order or subpoena, or likely risk of danger to yourself or others. CLIENTs, of course, are free to discuss their coaching with whomever they want.

  • Hosting an inquiry-based conversation that promotes creativity, exploration, insight, and growth.

  • Operating as a sounding board for our CLIENT’s needs.

  • Notifying CLIENTs promptly if we need to cancel/reschedule a session.

 

CLIENTs are responsible for and commit to:

  • Their own growth and learning.

  • Completing their purchased services.

  • Setting goals that are meaningful to them and cultivate real honesty with themselves.

  • Being open to hearing feedback, to exploring new approaches, and to practicing new behaviors.

  • Honestly telling their Pro what is working and what is not working for them.

  • Taking ownership for their progress and accomplishments. We cannot guarantee any specific outcomes – it’s up to clients to both set and achieve their desired goals.

  • Showing up for agreed upon session times, being on time and remaining for the duration of each session. If something happens and they need to cancel or reschedule a session/workshop, they shall give a 24-hour notice.

 

SPONSORS, if relevant to the engagement, are responsible for and commit to:

  • Clearly communicating with those they are sponsoring on how, or if, they will be a part of establishing desired leadership goals.

  • Clearly communicating with those they are sponsoring on how, or if, they will regularly connect throughout the client's coaching.

CLIENTS AND SPONSORS AGREE NOT TO HOLD 2STEPEXEC PROFESSIONAL COACHES OR 2STEP EXECUTIVE COACHING, LLC LIABLE FOR ANY OUTCOMES RESULTING DIRECTLY OR INDIRECTLY FROM THE COACHING PROCESS.

CONFIDENTIALITY AND PRIVACY POLICY.

Unless a CLIENT gives their express permission, the coaching relationship and anything that the CLIENT shares in any submitted online forms or in a coaching session are strictly confidential, except under very specific circumstances such as illegal activity, a valid court order or subpoena, imminent or likely risk of danger to yourself or others. If there is reason to believe that one of these unusual circumstances exists, the appropriate authorities will be informed.

CLIENTs, of course, are free to discuss their coaching with whomever they want.  

Some information may be shared anonymously for marketing or supervision purposes.

 

PREPARATION AND SESSION PROCEDURE.

CLIENT agrees to schedule 1:1 sessions in a timely manner and agrees to attend any mandatory group sessions. CLIENT agrees to be on time and ready for each scheduled session. 

CANCELLATION AND SESSION ROLL-OVER POLICY.

If something happens and CLIENT needs to cancel or reschedule a 1:1 session, they shall give a 24-hour notice. And if they are more than 15 minutes late without proper notice, their scheduled time may be forfeited. 

Any unused sessions from a monthly coaching term will not roll over into the next monthly term. 

FEEDBACK.

2StepExec™ will periodically send short surveys regarding your experience. Your feedback allows us to learn from the process and improve our services on a continuous basis. 

GOVERNING LAW.

The laws of the state of Texas govern this agreement (without giving effect to its conflicts of law principles).