Level123Coaching Coaching Agreement

Coach: Gavin D (“Coach”)
Business: Level123Coaching
Client: _________________________ (“Client”)
Date: _________________________

1. Purpose of Coaching

The purpose of this coaching engagement is to support the Client’s personal and/or professional development through structured coaching sessions. Coaching is not therapy, medical advice, or consulting.

2. Scope of Engagement

The coaching sessions will focus on areas agreed upon between Coach and Client. Topics outside this scope (legal, financial, medical, psychological) will be referred to appropriate professionals.

3. Coaching Process

• Sessions will be client-led, with Coach facilitating reflection, goal-setting, and accountability.
  
  

• Methods may include conversation, exercises, assessments, and tools aligned with coaching best practices.
  
  

4. Roles & Responsibilities

• Coach: Facilitate learning, provide support, maintain confidentiality, act ethically.
  
  

• Client: Take responsibility for decisions, actions, and results; engage fully in the coaching process.
  
  

5. Confidentiality

All information shared during coaching sessions is confidential and will not be disclosed without written consent, except where legally required or in cases of imminent harm.

6. Ethics & Code of Conduct

Coach commits to:

• Adhere to the ICF Code of Ethics
  
  

• Adhere to the COMENSA Code of Ethics
  
  

• Maintain professional boundaries, integrity, and respect
  
  

7. Session Logistics

• Session Length: _______ minutes
  
  

• Frequency: _______ (weekly/bi-weekly)
  
  

• Delivery: _______ (Zoom, phone, in-person)
  
  

• Sessions are scheduled in advance and confirmed by both parties.
  
  

8. Fees & Payment Terms

• Coaching Package Fee: R_______ / $_______
  
  

• Payment Schedule: _________________________
  
  

• Late payments may incur a fee or suspension of sessions
  
  

9. Cancellation & Rescheduling

• Minimum notice for cancellation or rescheduling: 24 hours
  
  

• Missed sessions without notice may not be refunded or rescheduled
  
  

10. Duration & Termination

• Start Date: ___________________
  
  

• End Date: ___________________
  
  

• Either party may terminate with _______ days’ notice.
  
  

• Termination does not relieve the Client of outstanding fees.
  
  

11. Client Commitment & Accountability

• Client agrees to take action on agreed-upon goals and assignments.
  
  

• Success depends on Client engagement and effort.
  
  

12. Limitation of Liability

• Coach provides guidance and support but does not guarantee specific outcomes.
  
  

• Client holds the Coach harmless for any decisions, actions, or results.
  
  

13. Data Protection & Privacy

• Client information is collected, stored, and processed in compliance with POPIA (Protection of Personal Information Act).
  
  

• Client consents to storage and processing of personal data for coaching purposes.
  
  

14. Recording Consent (if applicable)

• Sessions may be recorded with client consent for coaching purposes, training, or quality review.
  
  

15. Intellectual Property

• All materials, tools, and content provided by Coach remain the property of Level123Coaching.
  
  

• Client may use materials for personal development only.
  
  

16. Referral Clause

• Coach may refer Client to licensed professionals (therapists, medical practitioners) when issues fall outside coaching scope.
  
  

17. Emergency Contact (if applicable)

• Client is encouraged to have access to appropriate support in case of emergency situations outside coaching sessions.
  
  

18. Dispute Resolution

• Parties will seek to resolve disputes amicably.
  
  

• If unresolved, disputes will be referred to mediation before legal action.
  
  

19. Agreement & Consent

By signing below, Client acknowledges understanding and acceptance of this coaching agreement:

Coach: _________________________ (Gavin D)
Client: _________________________
Date: _________________________

Parties to the agreement (coach & client)

Purpose of coaching

Scope of engagement

Coaching process

Roles & responsibilities

Confidentiality clause

Ethics & code of conduct (ICF & COMENSA)

Session logistics (length, frequency, format)

Fees & payment terms

Cancellation & rescheduling policy

Duration & termination terms

Client commitment & accountability

Limitation of liability

Data protection & privacy (POPIA)

Agreement & consent (signatures & dates)

Recording consent (if sessions are recorded)

Intellectual property of materials

Referral clause (when to refer to therapist)

Emergency contact clause (if applicable)

Dispute resolution process