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During this video, we will explain the role of a coaching agreement.  The coaching agreement can be both formal and informal, this can be written or verbalised depending on the context of the coaching. The preference for this coaching is that this is documented and signed by both the client and the coach.

No matter if this agreement is formal or not all coaches need to have some form of coaching contract with the client. It's important to have a starting point for the relationship and offers a professional agreement and offers weight to the importance of these sessions. It is also a good point of referral should issues arise.

The coaching agreement outlines the scope of the coaching sessions, we have uploaded an example of this on your dashboard. The coaching agreement should include:
• The number of coaching sessions, the length of these sessions and the frequency– coaching sessions should be over a set period of time with set targets to focus on.

Coaching must always have a start and an end point. Coaching is not a long-term solution but should be completed over a relatively short period of time. Research shows that coaching over more than 3 months can become ineffective, this is largely due to the coaching sessions becoming ‘part of the normal working requirements’ and less of an investment in development.

• Payment terms – if this is required (including missed sessions) - If you are completing coaching and getting paid for this then it needs to be documented. Don’t forget to include travel fees and time for preparing for the session.

• Confidentiality - This outlines the requirements with confidentiality, consider if you are keeping notes and if so how they will be stored. If you have been asked to complete business coaching then the management team will require a high-level summary of the work completed. If this is the case then the client needs to be aware and will often want to see an example of what this looks like.

Coaching etiquette - This outlines how you and the client are expected to behave during the session.

• Purpose of the coaching sessions - Explanation of what coaching is, you will focus on behaviours through questioning and will not offer advice of any kind.

• Termination options - You have to recognise that sometimes for one reason or another coaching will not work. It may be due to a breakdown in communication or simply that the commitment is not there. The termination options need to be available for both parties.

The coaching agreement is the most important document produced during the coaching relationship. This ensures that the fundamental elements of the agreement are discussed.

The coaching agreement sets out the scope of the coaching sessions and gives the client reassurance that the process will have a tangible outcome so long as they are committed and that they are safe and secure during this process. Often the reassurance of the client can be the difference between success and failure. 

As mentioned earlier in order for these coaching sessions to be successful as a coach we must ensure that the client relaxes and is honest during the session.
The best way to ensure success is to ensure that this agreement is covered from the start so that both parties are aware of their role in the process and the expectations imposed.

In summary, the most important document produced during the coaching process is the coaching agreement and the adherence to this is not negotiable. If this is in place then the benefits of the coaching sessions are endless.