[{"data":1,"prerenderedAt":516},["ShallowReactive",2],{"document-goals-for-coaching-D13111":3},{"document":4,"label":23,"preview":11,"thumb":24,"thumb600":25,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":26,"breadcrumb":30,"related":38,"customDescModule":174,"customdescription":6,"mdFm":175,"mdProseHtml":515},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"GOALS FOR COACHING Please complete the following list and return it upon the next meeting with your coach.",null,"Goals For Coaching","1",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/goals-for-coaching-D13111.png","https://templates.business-in-a-box.com/imgs/250px/13111.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13111.xml",{"title":15,"description":6},"goals for coaching",[17,20],{"label":18,"url":19},"Business Plan Kit","/templates/business-plan-kit/",{"label":21,"url":22},"Administration","/templates/business-administration/","Goals For Coaching Template","https://templates.business-in-a-box.com/imgs/400px/13111.png","https://templates.business-in-a-box.com/imgs/600px/13111.png",[27,17,20],{"label":28,"url":29},"Templates","/templates/",[31,32,35],{"label":28,"url":29},{"label":33,"url":34},"Legal Agreements","/templates/business-legal-agreements/",{"label":36,"url":37},"Services & Consulting","/templates/services-and-consulting/",[39,43,47,51,55,59,63,67,71,75,79,83,87,102,115,130,146,162],{"label":40,"url":41,"thumb":42,"extension":10},"75 Samples Goals For Coaching","/template/75-samples-goals-for-coaching-D13069","https://templates.business-in-a-box.com/imgs/250px/13069.png",{"label":44,"url":45,"thumb":46,"extension":10},"Coaching Agreement","/template/coaching-agreement-D13221","https://templates.business-in-a-box.com/imgs/250px/13221.png",{"label":48,"url":49,"thumb":50,"extension":10},"An Introduction To Coaching For Coaches","/template/an-introduction-to-coaching-for-coaches-D13085","https://templates.business-in-a-box.com/imgs/250px/13085.png",{"label":52,"url":53,"thumb":54,"extension":10},"Initial Coaching Questions","/template/initial-coaching-questions-D13125","https://templates.business-in-a-box.com/imgs/250px/13125.png",{"label":56,"url":57,"thumb":58,"extension":10},"Business Goals","/template/business-goals-D13252","https://templates.business-in-a-box.com/imgs/250px/13252.png",{"label":60,"url":61,"thumb":62,"extension":10},"List Of Business Goals","/template/list-of-business-goals-D12924","https://templates.business-in-a-box.com/imgs/250px/12924.png",{"label":64,"url":65,"thumb":66,"extension":10},"Organization Wide Goals","/template/organization-wide-goals-D129","https://templates.business-in-a-box.com/imgs/250px/129.png",{"label":68,"url":69,"thumb":70,"extension":10},"Techniques For Juggling Multiple Goals","/template/techniques-for-juggling-multiple-goals-D13137","https://templates.business-in-a-box.com/imgs/250px/13137.png",{"label":72,"url":73,"thumb":74,"extension":10},"An Entrepreneurs Guide To Setting Meaningful Goals","/template/an-entrepreneurs-guide-to-setting-meaningful-goals-D13084","https://templates.business-in-a-box.com/imgs/250px/13084.png",{"label":76,"url":77,"thumb":78,"extension":10},"How To Reach Your Business Goals","/template/how-to-reach-your-business-goals-D12976","https://templates.business-in-a-box.com/imgs/250px/12976.png",{"label":80,"url":81,"thumb":82,"extension":10},"Create Process Goals and Enjoy Greater Success","/template/create-process-goals-and-enjoy-greater-success-D13094","https://templates.business-in-a-box.com/imgs/250px/13094.png",{"label":84,"url":85,"thumb":86,"extension":10},"Create A Vision Board and Reach Your Goals","/template/create-a-vision-board-and-reach-your-goals-D13201","https://templates.business-in-a-box.com/imgs/250px/13201.png",{"description":88,"descriptionCustom":6,"label":89,"pages":90,"size":91,"extension":10,"preview":92,"thumb":93,"svgFrame":94,"seoMetadata":95,"parents":96,"keywords":100,"url":101},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement","6",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[97],{"label":98,"url":99},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",{"description":103,"descriptionCustom":6,"label":104,"pages":90,"size":9,"extension":10,"preview":105,"thumb":106,"svgFrame":107,"seoMetadata":108,"parents":110,"keywords":109,"url":114},"SERVICE AGREEMENT This SERVICE AGREEMENT (\"Agreement\") is effective [DATE], BETWEEN: [COMPANY NAME] (the \"Contractor\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Customer\"), a company organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] (The Contractor and the Customer shall be individually referred to as a \"Party\" and collectively referred to as the \"Parties\", as the context may require). WHEREAS A. Contractor has experience and expertise in [DESCRIBE EXPERIENCE AND SERVICE]. B. Customer desires to have Contractor provide services for them. C. Contractor desires to provide services to Customer on the terms and conditions set forth herein (the \"Services\"). NOW THEREFORE, in consideration of the above recitals, the representations, warranties, and agreements contained in this Agreement and for other good and valuable consideration, the receipt and adequacy of which are now acknowledged, the Parties agree as follows: SERVICES PROVIDED Beginning on upon agreement to this contract, [CONTRACTOR] will provide to [CUSTOMER] the following service (collectively, the /Services\"): Description of the project: [DESCRIBE THE SERVICE REQUIRED]. SCOPE OF WORK Contractor agrees to provide Services pursuant to the Scope of Work set forth in Exhibit A attached hereto (the \"Scope of Work\"). TERM Unless both parties mutually agree on an extension, this contract will automatically terminate on [SPECIFY]. PERFORMANCE The parties agree to do everything possible to ensure that the terms of this Agreement take effect. PAYMENT FOR SERVICES In exchange for the Services rendered, a payment of [SPECIFY] will be made to the Contractor upon completion of the scheduled Services described in this Contract. If an invoice is not paid on the due date, interest will be added to the current balance. These amounts shall be payable, and the Customer shall pay all overdue amounts at the lesser of [SPECIFY] per cent per annum or the maximum percentage permitted by applicable law. Or Customer will pay Contractor as follows: [SPECIFY]. DELIVERY OF SERVICES The Contractor will exercise due diligence in the provision of services. However, the Customer acknowledges that the indicated delivery times and other payment milestones listed in Scope of Work are estimates and do not constitute final delivery dates. SECURITY The Contractor must make reasonable security arrangement to protect Material from unauthorized access, collection, use, alteration or disposal. OWNERSHIP RIGHT The Customer shall hold the copyright for the agreed version of the Services as delivered, and the Customer's copyright notice may be displayed in the final version. All works, ideas, discoveries, inventions, patents, products or other information that may be protected by copyright (collectively, the \"Work Product\" developed in whole or in part by the Contractor in connection with the Services, shall be the exclusive property of the Customer. Upon request, the Contractor shall execute all documents necessary to confirm or perfect the exclusive ownership of the Customer's \"Work Product\". The Contractor retains exclusive rights to pre-existing materials used in the Customer's projects. The Customer shall not have the right to reuse, resell or otherwise transfer material belonging to the contractor or third parties. The Contractor reserves the right to use the finished public product as an example of a product. RETURN OF PROPERTY Upon the expiry or termination of this Agreement, the Contractor will return to the Customer any property, documentation, records or Confidential Information which is the property of the Customer. COMPENSATION For all services rendered by the Contractor under this Agreement, the Customer shall indemnify the Contractor. In the event that the Customer fails to make any of the payments mentioned, the Contractor shall have the right, but shall not be obliged, to exercise any of the following remedies: ","Service Agreement","https://templates.business-in-a-box.com/imgs/1000px/service-agreement-D12711.png","https://templates.business-in-a-box.com/imgs/250px/12711.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12711.xml",{"title":109,"description":6},"service agreement",[111,113],{"label":33,"url":112},"business-legal-agreements",{"label":33,"url":112},"/template/service-agreement-D12711",{"description":116,"descriptionCustom":6,"label":117,"pages":118,"size":9,"extension":10,"preview":119,"thumb":120,"svgFrame":121,"seoMetadata":122,"parents":124,"keywords":123,"url":129},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":123,"description":6},"non disclosure agreement nda",[125,126],{"label":33,"url":112},{"label":127,"url":128},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":131,"descriptionCustom":6,"label":132,"pages":133,"size":9,"extension":10,"preview":134,"thumb":135,"svgFrame":136,"seoMetadata":137,"parents":139,"keywords":144,"url":145},"CONSULTING AGREEMENT This Consulting Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [CONSULTANT NAME] (the \"Consultant\"), an individual with his main address located at OR a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] In the event of a conflict in the provisions of any attachments hereto and the provisions set forth in this Agreement, the provisions of such attachments shall govern. In consideration of the foregoing and of the mutual promises set forth herein, and intending to be legally bound, the parties hereto agree as follows: RECITALS Consultant has expertise in the area of the Company's business and is willing to provide consulting services to the Company. The Company is willing to engage Consultant as an independent contractor, and not as an employee, on the terms and conditions set forth herein. The Company desires to obtain the services of Consultant by means of services provided by Consultant's employees dispatched by Consultant to provide services to Company hereunder (\"Agents\"), on its own behalf and on behalf of all existing and future Affiliated Companies (defined as any corporation or other business entity or entities that directly or indirectly controls, is controlled by, or is under common control with the Company), and Consultant desires to provide consulting services to the Company upon the following terms and conditions. The Company has spent significant time, effort, and money to develop certain Proprietary Information (as defined below), which the Company considers vital to its business and goodwill. The Proprietary Information will necessarily be communicated to or acquired by Consultant and its Agents in the course of providing consulting services to the Company, and the Company desires to obtain the services of Consultant, only if, in doing so, it can protect its Proprietary Information and goodwill. SERVICES Consultant agrees to perform for Company the services listed in the Scope of Services section in Exhibit A, attached hereto and executed by both Company and Consultant. Such services are hereinafter referred to as \"Services.\" Company agrees that consultant shall have ready access to Company's staff and resources as necessary to perform the Consultant's services provided for by this contract. CONSULTING PERIOD Basic Term The Company hereby retains the Consultant and Consultant agrees to render to the Company those services described in Exhibit A for the period (the \"Consulting Period\") commencing on the date of this Agreement and ending upon the earlier of (i) [APPLICABLE DATE], (the \"Term Date\"), and (ii) the date the Consulting Period is terminated in accordance with Section 7. The Company shall pay the Consultant the compensation to which it is entitled under Section 5 through the end of the Consulting Period, and, thereafter, the Company's obligations hereunder shall end. Renewal Subject to Section 7, the Consulting Period will be automatically renewed for an additional [AGREED UPON NUMBER OF MONTHS] month period (without any action by either party) on the Term Date and on each anniversary thereof, unless one party gives to the other written notice [NUMBER] days in advance of the beginning of any [AGREED UPON NUMBER OF MONTHS] month renewal period that the Consulting Period is to be terminated, provided, that in no event shall the Consulting Period extend beyond [DEADLINE DATE]. Either party's right to terminate the Consulting Period, instead of renewing the Agreement, shall be with or without cause. DUTIES AND RESPONSIBILITIES Consultant hereby agrees to provide and perform for the Company those services set forth on Exhibit A attached hereto. Consultant shall devote its best efforts to the performance of the services and to such other services as may be reasonably requested by the Company and hereby agrees to devote, unless otherwise requested in writing by the Company, (a minimum of at least [AGREED UPON NUMBER OF HOURS] hours of service per week/or assign [AGREED UPON NUMBER OF INDIVIDUALS] individuals to provide services to the Company). Consultant shall use its best efforts to furnish competent Agents possessing a sufficient working knowledge of the Company's research, development and products to fulfill Consultant's obligations hereunder. Any Agent of Consultant who, in the sole opinion of the Company, is unable to adequately perform any services hereunder shall be replaced by Consultant within [AGREED UPON NUMBER OF DAYS] days after receipt of notice from the Company of its desire to have such Agent replaced. Consultant shall use its best efforts to comply with, and to ensure that each of its Agents comply with, all policies and practices regarding the use of facilities at which services are to be perform hereunder. Consultant agrees and shall cause each of its Agents to agree to the Acknowledgement and Inventions Assignment attached hereto as Exhibit B, and Consultant shall deliver a signed original of such Acknowledgement and Inventions Assignment to Company prior to such Agent's commencement of the provision of services for the Company. Consultant shall obtain for the benefit of the Company, as an intended third-party beneficiary thereof, prior to the performance of any services hereunder by any of the Agents, the written agreement of Agent to be bound by terms no less restrictive than the terms of Sections 2, 5, 6, and 7 of this Agreement. Personnel supplied by Consultant to provide services to Company under this Agreement will be deemed Consultant's employees or agents and will not for any purpose be considered employees or agents of Company. Consultant assumes full responsibility for the actions of such personnel while performing services pursuant to this Agreement, and shall be solely responsible for their supervision, daily direction and control, provision of employment benefits (if any) and payment of salary (including all required withholding of taxes). COMPENSATION, BENEFITS AND EXPENSES Compensation In consideration of the services to be rendered hereunder, including, without limitation, services to any Affiliated Company, Consultant shall be paid [AMOUNT], payable at the time and pursuant to the procedures regularly established, and as they may be amended, by the Company during the course of this Agreement. Benefits Other than the compensation specified in this 5.1, neither Consultant nor its Agents shall be entitled to any direct or indirect compensation for services performed hereunder. Expenses The Company shall reimburse Consultant for reasonable travel and other business expenses incurred by its Agents in the performance of the duties hereunder in accordance with the Company's general policies, as they may be amended from time to time during the course of this Agreement. INVOICING Company shall pay the amounts agreed to herein upon receipt of invoices which shall be sent by Consultant, and Company shall pay the amount of such invoices to Consultant. TERMINATION OF CONSULTING RELATIONSHIP By the Company or the Consultant At any time, either the Company or the Consultant may terminate, without liability, the Consulting Period for any reason, with or without cause, by giving [AGREED UPON NUMBER OF DAYS] days advance written notice to the other party. If the Consultant terminates its consulting relationship with the Company pursuant to Sections 2, 3 and 4, the Company shall have the option, in its complete discretion, to terminate Consultant immediately without the running of any notice period","Consulting Agreement Long","12","https://templates.business-in-a-box.com/imgs/1000px/consulting-agreement---long-D12543.png","https://templates.business-in-a-box.com/imgs/250px/12543.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12543.xml",{"title":138,"description":6},"consulting agreement long",[140,141],{"label":33,"url":112},{"label":142,"url":143},"Consulting Agreements","consulting-agreement","consulting agreement   long","/template/consulting-agreement---long-D12543",{"description":147,"descriptionCustom":6,"label":148,"pages":149,"size":9,"extension":10,"preview":150,"thumb":151,"svgFrame":152,"seoMetadata":153,"parents":155,"keywords":154,"url":161},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: ENGAGEMENT LETTER FOR [TYPE OF SERVICE] Dear [CLIENT'S NAME], I am writing to confirm the terms and conditions of our engagement for the provision of [TYPE OF SERVICE] for [CLIENT'S NAME] in accordance with the agreement reached during our recent discussions. This letter outlines the scope of our services, responsibilities, fees, and other pertinent details. Services to Be Provided: The services we will provide include but are not limited to: [LIST THE SPECIFIC SERVICES OR TASKS YOU WILL PERFORM] [ADD ADDITIONAL SERVICES AS NECESSARY] Responsibilities: As part of this engagement, the responsibilities of both parties are as follows: For [YOUR COMPANY]: We will perform the services outlined above in a professional and timely manner. We will maintain the confidentiality of all information provided by the client. For [CLIENT'S NAME]: You will cooperate with us, providing access to all necessary information and documents required for the engagement. You will adhere to any agreed-upon timelines and milestones. Fees and Billing: Our fees for the services provided are as follows: [SPECIFY THE BASIS FOR FEES, E.G., HOURLY RATE, FIXED FEE, OR RETAINER] [DETAIL ANY ADDITIONAL COSTS OR EXPENSES, IF APPLICABLE]","Engagement Letter","2","https://templates.business-in-a-box.com/imgs/1000px/engagement-letter-D13681.png","https://templates.business-in-a-box.com/imgs/250px/13681.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13681.xml",{"title":154,"description":6},"engagement letter",[156,158],{"label":18,"url":157},"business-plan-kit",{"label":159,"url":160},"Business Procedures","business-procedures","/template/engagement-letter-D13681",{"description":163,"descriptionCustom":6,"label":164,"pages":118,"size":9,"extension":10,"preview":165,"thumb":166,"svgFrame":167,"seoMetadata":168,"parents":170,"keywords":169,"url":173},"Employee Performance Review Standard Operating Procedure Department: Human Resources Purpose: Before doing the performance review, it's important that managers have already set up goals to their employees. Indeed, performance reviews are valuable for both the employee and the employer. It's a chance for managers to give praise for exceptional work and guidance for any shortcomings. Managers and supervisors should take this opportunity to have an open discussion about the future of the company and the potential for employee growth. Frequency: Quarterly Procedure: Set up goals for employees. Share with the employee how your organization will assess performance. Prepare the meeting. Establish the purpose of the performance review meeting conversation. Be specific and transparent in the meeting. Review the relevant parts of the performance review form. Discuss ideas for development/action plan. Agree upon specific actions to be taken by each of you. Summarize the performance review meeting conversation. Definition/Explanation: Goal: It is imperative that the employee knows exactly what is expected of his or her performance. Your periodic discussions about performance need to focus on these significant portions of the employee's job.","How to Review Employee Performance","https://templates.business-in-a-box.com/imgs/1000px/how-to-review-employee-performance-D12595.png","https://templates.business-in-a-box.com/imgs/250px/12595.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12595.xml",{"title":169,"description":6},"how to review employee performance",[171,172],{"label":18,"url":157},{"label":159,"url":160},"/template/how-to-review-employee-performance-D12595",false,{"seo":176,"reviewer":187,"quick_facts":191,"at_a_glance":194,"personas":198,"variants":223,"glossary":247,"clauses":278,"how_to_fill":329,"common_mistakes":370,"faqs":395,"industries":423,"comparisons":440,"diy_vs_lawyer":457,"jurisdictions":470,"related_template_ids_curated":491,"schema":503,"classification":504},{"meta_title":177,"meta_description":178,"primary_keyword":179,"secondary_keywords":180},"Goals For Coaching Template (Free Word)","Free goals for coaching template to define client objectives, milestones, and accountability terms. Download in Word, edit online, or export as PDF. Free Word and PDF download.","goals for coaching template",[181,182,183,184,185,186],"coaching contract template","coaching objectives template","coaching goals template word","coaching goals template free","client coaching goals document","executive coaching goals template",{"name":188,"credential":189,"reviewed_date":190},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":192,"legal_review_recommended":193,"signature_required":193},"medium",true,{"what_it_is":195,"when_you_need_it":196,"whats_inside":197},"A Goals For Coaching document is a legally structured agreement between a coach and a client that defines the specific objectives, measurable milestones, timelines, and accountability mechanisms for a coaching engagement. This free Word download gives coaches and clients a shared, signed record of what success looks like — reducing misalignment disputes and providing a reference point throughout the engagement.\n","Use it at the start of any formal coaching engagement — executive, life, career, or business coaching — before sessions begin. It is particularly important when coaching is employer-sponsored, when fees are significant, or when the engagement runs longer than four sessions.\n","Parties and engagement overview, defined coaching goals and priority ranking, measurable success criteria, session schedule and milestones, client commitments and responsibilities, confidentiality terms, limitation of liability, and signature block for both parties.\n",[199,203,207,211,215,219],{"title":200,"use_case":201,"icon_asset_id":202},"Executive coaches","Documenting leadership development goals before a multi-month corporate engagement","persona-consultant",{"title":204,"use_case":205,"icon_asset_id":206},"Life coaches","Establishing clear personal development objectives and client accountability terms","persona-freelancer",{"title":208,"use_case":209,"icon_asset_id":210},"Career coaches","Defining job-search milestones and timelines for a paid coaching program","persona-hr-manager",{"title":212,"use_case":213,"icon_asset_id":214},"HR and L&D managers","Formalizing goals when commissioning external coaching for employees","persona-operations-director",{"title":216,"use_case":217,"icon_asset_id":218},"Business coaches","Aligning revenue, operational, and leadership goals with a client before billing begins","persona-small-business-owner",{"title":220,"use_case":221,"icon_asset_id":222},"Corporate training departments","Standardizing goal-setting documentation across all sponsored coaching engagements","persona-ceo",[224,228,231,234,237,240,243],{"situation":225,"recommended_template":226,"slug":227},"Formal executive coaching engagement sponsored by an employer","Executive Coaching Agreement","coaching-agreement-D13221",{"situation":229,"recommended_template":230,"slug":227},"One-on-one life or wellness coaching with a private client","Life Coaching Contract",{"situation":232,"recommended_template":233,"slug":227},"Career coaching program with job-search milestones","Career Coaching Agreement",{"situation":235,"recommended_template":236,"slug":227},"Group coaching program with multiple participants","Group Coaching Agreement",{"situation":238,"recommended_template":239,"slug":227},"Short-term business coaching engagement (four sessions or fewer)","Coaching Services Agreement",{"situation":241,"recommended_template":242,"slug":227},"Ongoing retainer-based coaching with monthly check-ins","Coaching Retainer Agreement",{"situation":244,"recommended_template":245,"slug":246},"Mentorship program with informal goal tracking","Mentorship Agreement","non-profit-partnership-agreement-D14023",[248,251,254,257,260,263,266,269,272,275],{"term":249,"definition":250},"Coaching Engagement","The defined period and scope of a professional coaching relationship between a coach and a client, as agreed in writing.",{"term":252,"definition":253},"SMART Goals","Goals that are Specific, Measurable, Achievable, Relevant, and Time-bound — the standard framework for defining coaching objectives that can be objectively assessed.",{"term":255,"definition":256},"Success Criteria","The observable, measurable outcomes that both parties agree will indicate a goal has been achieved at the close of the engagement.",{"term":258,"definition":259},"Milestone","An intermediate checkpoint within the coaching timeline that marks progress toward a larger goal, used to assess momentum and adjust approach.",{"term":261,"definition":262},"Client Accountability","The client's documented commitment to complete agreed-upon actions — such as homework, reflective exercises, or behavior changes — between sessions.",{"term":264,"definition":265},"Confidentiality Clause","A provision restricting both the coach and client from disclosing the content of sessions or shared personal information to third parties without consent.",{"term":267,"definition":268},"Limitation of Liability","A clause capping the coach's financial exposure for claims arising from the engagement, typically limited to fees paid during a defined period.",{"term":270,"definition":271},"Scope of Coaching","The explicit boundary defining what the coaching engagement covers and, equally important, what it does not cover — such as therapy, legal advice, or medical guidance.",{"term":273,"definition":274},"Tripartite Coaching Arrangement","A coaching structure involving three parties — coach, client, and sponsoring employer — each with defined rights, obligations, and confidentiality protections.",{"term":276,"definition":277},"Goal Review Session","A scheduled mid-engagement or end-of-engagement meeting where coach and client formally assess progress against the documented goals and adjust priorities if needed.",[279,284,289,294,299,304,309,314,319,324],{"name":280,"plain_english":281,"sample_language":282,"common_mistake":283},"Parties and engagement overview","Identifies the coach and the client (or sponsoring organization) as legal parties and summarizes the nature, duration, and format of the coaching engagement.","This Goals For Coaching Agreement is entered into on [DATE] between [COACH FULL NAME / BUSINESS NAME] ('Coach') and [CLIENT FULL NAME] ('Client'). The engagement covers [NUMBER] sessions over [DURATION], conducted via [FORMAT — in-person / video / phone], commencing [START DATE].","Naming only the individual coach rather than their business entity. If the coach operates through an LLC or corporation, the entity — not the individual — should be the contracting party to preserve liability protection.",{"name":285,"plain_english":286,"sample_language":287,"common_mistake":288},"Defined coaching goals","Lists the specific, prioritized goals the client wants to achieve, written in SMART format so both parties have an unambiguous target.","The Client's coaching goals for this engagement are: (1) [GOAL 1 — specific and measurable]; (2) [GOAL 2 — specific and measurable]; (3) [GOAL 3 — specific and measurable]. Goals are listed in order of priority as agreed on [DATE].","Listing vague aspirations such as 'improve confidence' without measurable indicators. When goals are not defined concretely, disputes arise at engagement end over whether the coaching delivered value.",{"name":290,"plain_english":291,"sample_language":292,"common_mistake":293},"Success criteria and measurement","Defines the specific observable outcomes that will indicate each goal has been met, and the method by which progress will be tracked.","Success for Goal 1 will be measured by [SPECIFIC INDICATOR — e.g., promotion to [ROLE] by [DATE] / completion of [CERTIFICATION] / reduction in [METRIC] from [X] to [Y]]. Progress will be reviewed at sessions [SESSION NUMBERS] and at the final session.","Omitting a measurement method entirely. Without agreed indicators, end-of-engagement disputes about whether goals were achieved have no objective basis for resolution.",{"name":295,"plain_english":296,"sample_language":297,"common_mistake":298},"Session schedule and milestones","Sets out the number of sessions, their frequency, approximate dates, and the intermediate milestones that mark progress between sessions.","Sessions will be held [FREQUENCY — e.g., bi-weekly] on [DAY/TIME]. Milestone checkpoints: Session [X] — [MILESTONE 1]; Session [Y] — [MILESTONE 2]; Final session — full goal review and engagement summary.","Not specifying what happens to unused sessions when a client disengages early. Without a clear policy, disputes over refunds or session carryover are common.",{"name":300,"plain_english":301,"sample_language":302,"common_mistake":303},"Client responsibilities and commitments","Documents the actions the client commits to taking between sessions — completing exercises, implementing changes, or gathering data — and acknowledges that results depend on client effort.","Client agrees to: (a) attend all scheduled sessions or provide [X hours'] notice of cancellation; (b) complete agreed between-session actions as documented after each session; (c) engage honestly and openly to enable effective coaching.","Omitting a client responsibility clause entirely. When a client does no between-session work and claims the coaching was ineffective, the coach has no documented record of the client's agreed obligations.",{"name":305,"plain_english":306,"sample_language":307,"common_mistake":308},"Scope of coaching and professional boundaries","Defines explicitly what coaching does and does not include — particularly that it is not therapy, counseling, medical advice, or legal advice — and sets the referral protocol if those needs arise.","Coaching is a forward-focused professional development relationship. It does not constitute psychotherapy, counseling, medical treatment, or legal advice. If Client presents needs that fall outside this scope, Coach will recommend referral to an appropriate licensed professional.","Leaving the boundary between coaching and therapy undefined. In jurisdictions that regulate therapy and counseling, a coach providing mental health support without a license faces regulatory and liability exposure.",{"name":310,"plain_english":311,"sample_language":312,"common_mistake":313},"Confidentiality and tripartite arrangements","Restricts disclosure of session content by both parties and — where an employer is the sponsor — defines what information, if any, the coach may share with the sponsoring organization.","All session content is confidential. Coach will not disclose Client's personal disclosures to any third party, including [SPONSOR ORGANIZATION], without Client's written consent, except as required by law. If requested by [SPONSOR], Coach may confirm participation and session completion only.","Failing to address the sponsor's information rights in employer-funded engagements. Without clarity, clients withhold candid disclosures, undermining the coaching's effectiveness, while employers assume they have reporting rights they were never granted.",{"name":315,"plain_english":316,"sample_language":317,"common_mistake":318},"Limitation of liability","Caps the coach's financial liability for any claims arising from the engagement and disclaims responsibility for the client's results, which depend on the client's own actions.","Coach's total liability for any claim arising from this engagement shall not exceed the total fees paid by Client in the [THREE / SIX] months preceding the claim. Coach makes no guarantee of specific outcomes. Results depend on Client's effort, circumstances, and commitment.","No liability cap at all. An uncapped liability clause exposes the coach to claims far exceeding their fee income if a client attributes a major business or personal decision to coaching advice.",{"name":320,"plain_english":321,"sample_language":322,"common_mistake":323},"Amendments and goal revision","Establishes the process for updating or revising goals during the engagement, ensuring both parties agree in writing before objectives change.","Goals may be revised by mutual written agreement. Either party may request a goal review at any session. Revised goals will be documented in a signed amendment to this Agreement and attached as Schedule [X].","Allowing goals to drift informally through verbal session discussions without a written amendment. When goals shift without documentation, the original agreement no longer reflects the actual engagement, creating liability gaps.",{"name":325,"plain_english":326,"sample_language":327,"common_mistake":328},"Governing law and dispute resolution","Specifies which jurisdiction's law governs the agreement and how disagreements between coach and client will be resolved — mediation, arbitration, or court.","This Agreement is governed by the laws of [STATE / PROVINCE / COUNTRY]. Any dispute arising under this Agreement shall first be submitted to non-binding mediation before either party initiates litigation or arbitration. Venue for any legal proceeding shall be [CITY, STATE].","Omitting governing law entirely when coach and client are in different states or countries. Without a choice-of-law clause, the applicable jurisdiction is contested, increasing dispute costs before the substance of the claim is even reached.",[330,335,340,345,350,355,360,365],{"step":331,"title":332,"description":333,"tip":334},1,"Identify the parties and engagement structure","Enter the coach's legal entity name (not just their personal name), the client's full legal name, and — if employer-sponsored — the sponsoring organization. State the engagement format, duration, and start date.","If you operate as an LLC or corporation, always contract in the entity's name to protect personal assets from any coaching-related claim.",{"step":336,"title":337,"description":338,"tip":339},2,"Define goals in SMART format with the client","Complete the goals section collaboratively during the intake session, not in advance. Each goal should be specific enough to measure, with a named indicator and a target date. Aim for two to four goals maximum — more than four dilutes focus.","Ask the client to rank goals by priority. When session time is limited, ranking ensures the most important objective gets the most attention.",{"step":341,"title":342,"description":343,"tip":344},3,"Agree on success criteria for each goal","For each goal, write one sentence describing exactly what observable outcome will constitute success. Tie this to a metric, a completion event, or a behavioral change the client and coach can both observe.","If the client struggles to define success, ask: 'At the end of our last session, how will you know this goal was achieved?' Their answer is usually your success criterion.",{"step":346,"title":347,"description":348,"tip":349},4,"Set the session schedule and milestone checkpoints","Enter the agreed session frequency, the specific day and time if fixed, and the milestone topics for at least two checkpoint sessions. Include a final goal review as the last session by default.","Build a goal review into Session 4 or the midpoint — catching misalignment halfway through is far less costly than discovering it at the final session.",{"step":351,"title":352,"description":353,"tip":354},5,"Document client responsibilities","List the specific between-session commitments the client agrees to — exercises, reflection tasks, or behavioral experiments — and include the cancellation notice period and late-cancellation policy.","Keep the client responsibility list to three to five items. A long list signals distrust and reduces the likelihood clients will sign without pushback.",{"step":356,"title":357,"description":358,"tip":359},6,"Complete the confidentiality and sponsor section","If the engagement is employer-sponsored, explicitly state what the coach may and may not share with the sponsor. If there is no sponsor, include a standard mutual confidentiality clause covering both parties.","For sponsored engagements, share the confidentiality clause with the sponsoring HR contact before the client signs — confirming the sponsor's agreed information rights prevents disputes mid-engagement.",{"step":361,"title":362,"description":363,"tip":364},7,"Set the liability cap and results disclaimer","Enter the liability cap amount — typically fees paid in the preceding three to six months — and include the standard disclaimer that coaching outcomes depend on client effort.","Set the cap at three months' fees as a baseline. For high-fee executive engagements, consider six months. Anything higher may be uninsurable under professional liability policies.",{"step":366,"title":367,"description":368,"tip":369},8,"Sign before the first session","Both coach and client must sign and date the agreement before Session 1 begins. For employer-sponsored engagements, obtain the sponsor's signature or written acknowledgment as well.","Use a digital signature platform to timestamp execution — this eliminates disputes about when the agreement was signed relative to advice given in early sessions.",[371,375,379,383,387,391],{"mistake":372,"why_it_matters":373,"fix":374},"Defining goals without measurable indicators","Vague goals like 'become a better leader' or 'feel more confident' cannot be assessed at engagement end, making it impossible to demonstrate value delivered or defend against a refund claim.","Require at least one observable, measurable indicator per goal before both parties sign — link each goal to a metric, a promotion, a completed project, or a behavioral change others can observe.",{"mistake":376,"why_it_matters":377,"fix":378},"No client responsibility clause","When a client does no between-session work and then disputes the coaching's value, the coach has no documented basis to show the client failed to meet their own obligations.","Include a client commitments section listing specific between-session actions, attendance requirements, and the acknowledgment that results depend on client effort.",{"mistake":380,"why_it_matters":381,"fix":382},"Leaving tripartite confidentiality undefined","In employer-sponsored engagements, ambiguity about what the sponsor can request from the coach undermines client trust and can expose the coach to conflicting obligations.","State explicitly — and in writing agreed by all three parties — what the coach may share with the sponsor, typically limited to session attendance and completion status.",{"mistake":384,"why_it_matters":385,"fix":386},"No liability cap","Without a cap, a client who makes a significant business or personal decision influenced by coaching and suffers a loss can pursue a claim for the full value of that decision — far exceeding coaching fees.","Include a limitation of liability clause capping the coach's exposure at fees paid in the preceding three to six months and disclaim guarantees of specific results.",{"mistake":388,"why_it_matters":389,"fix":390},"Signing after the first session has already occurred","Advice given before the agreement is signed is not covered by the confidentiality, scope, or liability clauses. If a dispute arises from something discussed in Session 1, the coach has no contractual protection.","Make signing a prerequisite for booking the first session — send the agreement at intake and require execution before the calendar invite is confirmed.",{"mistake":392,"why_it_matters":393,"fix":394},"No goal amendment process","Goals frequently evolve during coaching. Without a documented amendment process, the original agreement becomes misaligned with the actual engagement, leaving both parties without clear expectations or legal grounding.","Include an amendments clause requiring written sign-off from both parties whenever goals are revised, and attach each revision as a numbered schedule to the original agreement.",[396,399,402,405,408,411,414,417,420],{"question":397,"answer":398},"What is a goals for coaching document?","A goals for coaching document is a signed agreement between a coach and a client that defines the specific objectives, success criteria, session schedule, and accountability terms for a coaching engagement. It gives both parties a shared, written reference point for the entire engagement, reduces end-of-program disputes about value delivered, and provides the coach with documented protection in the event of a liability claim.\n",{"question":400,"answer":401},"Is a goals for coaching document legally binding?","Yes, when properly executed — both parties sign, the agreement identifies the parties and states consideration (the coaching fees paid) — a goals for coaching document is generally enforceable as a contract in most jurisdictions. The confidentiality, limitation of liability, and client responsibility clauses are all binding once signed. Consider having a lawyer review the agreement before use in high-fee or employer-sponsored engagements.\n",{"question":403,"answer":404},"What is the difference between a goals for coaching document and a coaching agreement?","A coaching agreement covers the full commercial relationship — fees, payment terms, cancellation policy, intellectual property, and governing law. A goals for coaching document focuses specifically on the client's objectives, success criteria, and accountability commitments for a particular engagement. In practice, many coaches combine both into a single document; others use the goals document as a schedule or addendum to the broader coaching agreement.\n",{"question":406,"answer":407},"How many goals should be documented in a coaching engagement?","Two to four goals is the accepted standard for most coaching engagements. Fewer than two risks under-utilizing the engagement; more than four dilutes session focus and makes meaningful progress on any single goal difficult. Goals should be prioritized by importance so that, if session time runs short, the highest-priority objective receives the most attention.\n",{"question":409,"answer":410},"Does a goals for coaching document protect the coach from liability?","A well-drafted document significantly reduces liability exposure by establishing clear scope boundaries (coaching is not therapy), capping financial liability at fees paid, disclaiming guaranteed outcomes, and documenting the client's own responsibility for results. It does not eliminate liability entirely. For higher-value engagements, coaches should also carry professional liability (errors and omissions) insurance.\n",{"question":412,"answer":413},"Do I need a separate goals document if I already have a coaching contract?","Not necessarily — but a standalone goals document is useful when the engagement involves an employer sponsor who needs to see the objectives without accessing the full commercial contract, or when goals evolve significantly mid-engagement and you want a clean amendment record. Many coaches use the goals document as Schedule A to their main coaching contract, keeping commercial and substantive terms in separate sections.\n",{"question":415,"answer":416},"Who signs a goals for coaching document in an employer-sponsored engagement?","Typically the coach and the individual client sign as the primary parties. The sponsoring employer may co-sign as an acknowledging party to confirm awareness of the goals and the confidentiality terms. The employer should not be a party to any clause covering session content — their role is confined to confirming participation and, in some arrangements, the achievement of agreed milestones.\n",{"question":418,"answer":419},"Can coaching goals be changed after the document is signed?","Yes, with a written amendment signed by both parties. Goals frequently evolve as the coaching progresses and the client's situation changes. The key is to document each revision as a signed schedule rather than allowing goals to drift informally through verbal session discussions. Undocumented goal changes leave both parties without clear expectations and the original agreement without legal relevance.\n",{"question":421,"answer":422},"What happens if the client does not achieve their coaching goals?","Non-achievement of goals does not automatically constitute a breach of contract by the coach, provided the coach delivered the agreed sessions in a professional manner. Coaching is not a guarantee of outcomes — it is a facilitative process whose results depend on client effort and circumstances. A well-drafted goals document includes an explicit disclaimer of results guarantees and documents the client's own responsibility for taking action between sessions.\n",[424,428,432,436],{"industry":425,"icon_asset_id":426,"specifics":427},"Corporate and executive development","industry-professional-services","Goals typically focus on leadership competency development, promotion readiness, and stakeholder management — often tied to formal performance review cycles and requiring tripartite confidentiality terms with the sponsoring HR function.",{"industry":429,"icon_asset_id":430,"specifics":431},"Technology / SaaS","industry-saas","Coaching goals frequently address first-time manager transitions, technical-to-leadership role changes, and scaling personal productivity — with milestone checkpoints tied to company OKR cycles.",{"industry":433,"icon_asset_id":434,"specifics":435},"Healthcare","industry-healthtech","Scope-of-coaching boundaries are especially critical here, given the regulatory line between coaching and therapy or clinical supervision — the document must explicitly exclude clinical guidance and reference the client's treating professionals.",{"industry":437,"icon_asset_id":438,"specifics":439},"Financial services","industry-fintech","Confidentiality clauses must address the possibility that session disclosures touch on material non-public information or regulatory matters, and governing-law provisions should align with the client's regulated entity jurisdiction.",[441,445,449,453],{"vs":442,"vs_template_id":443,"summary":444},"Coaching agreement","D{COACHING_AGREEMENT_ID}","A coaching agreement is the master commercial contract covering fees, payment terms, cancellation policy, intellectual property, and governing law for the entire coaching relationship. A goals for coaching document is the substantive schedule that defines what the engagement will achieve. Most engagements need both — the agreement sets the terms; the goals document defines the purpose.",{"vs":446,"vs_template_id":447,"summary":448},"Mentorship agreement","D{MENTORSHIP_AGREEMENT_ID}","A mentorship agreement governs an advisory relationship where an experienced professional shares knowledge and guidance informally over time. A goals for coaching document governs a structured, outcome-focused engagement with defined milestones, accountability mechanisms, and a liability framework. Coaching is more directive and time-bounded; mentorship is typically open-ended and relationship-driven.",{"vs":450,"vs_template_id":451,"summary":452},"Performance improvement plan","D{PIP_ID}","A performance improvement plan is an employer-issued corrective document that sets mandatory performance targets under threat of disciplinary action. A goals for coaching document is a voluntary, client-led agreement with a professional coach. PIPs are one-sided employer directives; coaching goals documents are collaborative agreements between consenting parties with no employment consequences attached.",{"vs":454,"vs_template_id":455,"summary":456},"Consulting agreement","D{CONSULTING_AGREEMENT_ID}","A consulting agreement engages an expert to deliver specific advice, recommendations, or deliverables that the client implements. A coaching engagement does not deliver advice — the coach facilitates the client's own thinking and decision-making. The liability, scope, and deliverable clauses differ significantly as a result, and conflating the two exposes the coach to consultant-level accountability for outcomes.",{"use_template":458,"template_plus_review":462,"custom_drafted":466},{"best_for":459,"cost":460,"time":461},"Independent coaches running standard individual or small-group engagements with private clients","Free","20 minutes",{"best_for":463,"cost":464,"time":465},"Employer-sponsored executive coaching, engagements over $5,000, or multi-party tripartite arrangements","$300–$700","1–3 days",{"best_for":467,"cost":468,"time":469},"Corporate coaching programs at scale, regulated industries (healthcare, financial services), or international multi-jurisdiction engagements","$1,500–$4,000+","1–2 weeks",[471,476,481,486],{"code":472,"name":473,"flag_asset_id":474,"note":475},"us","United States","flag-us","No federal statute specifically regulates professional coaching, but coaches operating in the US should ensure the scope clause clearly excludes therapy and counseling, as unlicensed mental health practice is regulated at the state level. Limitation of liability clauses are generally enforceable in most states, though California courts scrutinize liability caps in consumer contracts. Non-compete clauses within coaching agreements are subject to state-specific rules.",{"code":477,"name":478,"flag_asset_id":479,"note":480},"ca","Canada","flag-ca","Coaching is unregulated federally in Canada, but coaches in Quebec must ensure their agreements comply with the Consumer Protection Act if engaging consumers — including language requirements. Ontario's Employment Standards Act may affect coaching agreements embedded within employment arrangements. Privacy obligations under PIPEDA apply to any personal information collected during the engagement, and the confidentiality clause should reference applicable provincial privacy law.",{"code":482,"name":483,"flag_asset_id":484,"note":485},"uk","United Kingdom","flag-uk","UK coaches must comply with GDPR as incorporated into UK law post-Brexit, meaning session notes and personal data collected during coaching require a lawful basis for processing and a stated retention period. The Consumer Rights Act 2015 applies where clients are individuals rather than businesses, requiring that services be provided with reasonable care and skill. Limitation of liability clauses must not contravene the Unfair Contract Terms Act 1977.",{"code":487,"name":488,"flag_asset_id":489,"note":490},"eu","European Union","flag-eu","EU coaches handling personal data — including session notes and client assessments — must comply with GDPR, including providing clients with a privacy notice and lawful basis for data processing. Consumer protection directives in member states may restrict certain limitation of liability clauses when the client is a consumer. In Germany and France, professional services contracts may require specific notice periods for termination that override shorter contractual provisions.",[492,493,494,495,496,497,498,499,246,500,501,502],"independent-contractor-agreement-D160","service-agreement-D12711","non-disclosure-agreement-nda-D12692","consulting-agreement---long-D12543","engagement-letter-D13681","how-to-review-employee-performance-D12595","professional-development-reimbursement-policy-D13752","leadership-development-plan-D13997","training-reimbursement-agreement-D13892","scope-of-work-D12679","checklist-customer-onboarding-D13615",{"emit_how_to":193,"emit_defined_term":193},{"primary_folder":112,"secondary_folder":505,"document_type":506,"industry":507,"business_stage":508,"tags":509,"confidence":514},"services-and-consulting","agreement","consultants-and-contractors","all-stages",[510,506,511,512,513],"coaching","goals-and-objectives","service-engagement","accountability",0.75,"\u003Ch2>What is a Goals For Coaching document?\u003C/h2>\n\u003Cp>A \u003Cstrong>Goals For Coaching\u003C/strong> document is a signed legal agreement between a professional coach and a client that defines the specific objectives, measurable success criteria, session milestones, and mutual accountability terms for a coaching engagement. Unlike an informal intake form or a verbal understanding, it creates binding obligations on both sides — documenting not just what the client wants to achieve, but how progress will be measured, what the client commits to doing between sessions, and where the coach's professional responsibility ends. It functions as both a strategic alignment tool at the start of an engagement and a reference document throughout, giving coach and client a shared, authoritative record of what success looks like.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a documented goals agreement, coaching engagements routinely end in disputes over whether value was delivered — because neither party recorded what value meant at the outset. Clients who achieve ambiguous goals claim the coaching fell short; coaches who delivered excellent facilitation have no written record of the client's own accountability failures. The financial exposure is real: a client who attributes a significant career or business decision to coaching advice and later regrets it can pursue a claim without a liability cap in place. For employer-sponsored engagements, the absence of a tripartite confidentiality clause leaves coaches caught between conflicting demands from the client and the sponsoring HR function. This template gives coaches a legally structured starting point — complete with SMART goal documentation, a scope-of-coaching boundary, a liability cap, and a signed client responsibility clause — that protects both parties and focuses the entire engagement on measurable outcomes from Session 1.\u003C/p>\n",1781185962224]