Coaching Agreement

    InVision Leadership Coaching Agreement

    Welcome to Coaching with InVision Leadership!

    We believe that you have a unique design that is greater than what you have presently come to know. We are here to partner with you in your journey to make bold, lasting changes that accelerate your growth and progress.

    Coach Meetings

    You are setting aside time to focus on yourself, which may not be something you are used to. Coaching works best as a cooperative partnership between the client (you) and the coach! So come prepared to set all other things aside and focus on your needs, desires, and growth for the time together. When meeting via phone or video calls, find a private, distraction-free location that will lead to more success! Your coach is coming prepared to be distraction-free and focused on your time together.

    Session Outcome

    You determine the goal of the session, and your coach will come alongside you in reaching your outcome through gaining self-awareness, encouragement, support, and accountability in a safe, nonjudgmental environment. Come prepared with your goals and their importance in mind. It is helpful to spend some time thinking about these goals, and perhaps even writing them down, including the benefits and importance of each.

    The Coaching Methodology

    Your coach will employ various professional coaching techniques, strategies, and methodologies during the coaching session, including but not limited to inquiry, active listening, and offering observations. You may choose to request additional tools such as online assessments in your coaching journey. Coaching is defined as a thought-provoking partnership between a coach and a client to generate self-awareness and achieve goals. There are many years of science and research on the neuroscience of coaching and the power of inquiry. You control the pace and the direction of the coaching session. You can always pause or stop the session altogether.

    You will get the most out of this experience by…
    Being Prepared

    Take some time to consider your coaching session goals, including what is important to you about those goals. You may be asked questions about your goals when scheduling your appointment online. You may choose to identify these goals at that time or come prepared for the session with these goals in mind.

    Note-taking and Journaling

    It is important to take time to write down your insights during the session. It is also important to write down any action plans you create or items you would like to do more follow-up on. This is a thinking partnership, and a lot will come to mind both during and following the session. Keeping notes and journaling will be most useful. Additionally, journaling about your thoughts and insights between sessions will help with more meaningful future sessions. Your coach may even recommend certain ideas for journaling. It is also important to track what items you want to check in with your coach about at each session. Your coach will not keep detailed notes about your sessions and talking points. By keeping a journal, you will be able to track important items to check in on from session to session.


    You are responsible for your health and decision-making. Be willing to implement the action steps you decide upon between each meeting. Coaching is an investment in yourself and your future. The benefits you reap will last a lifetime.

    Enjoy the Journey

    Trust the process and enjoy the journey. Coaching can bring significant breakthroughs quickly with some themes in your life, while other themes may need continual deeper thinking and coaching.

    Honest Openness

    Our coaching relationship will be most effective when it’s based on absolute honesty and forthrightness; withholding important information will hinder your progress. Also, if at any time you are dissatisfied with the process, please bring it up! Your coach will work with you to resolve any difficulties. You as the client may choose to discontinue the coaching relationship at any time. You can share anything with your coach without judgment or criticism.

    Coaching is Not Counseling

    Coaching may involve dealing with emotional topics and managing feelings around them. It will even at times require looking at historical information to have a clearer understanding of current roadblocks. However, coaching never involves diagnosing, psychotherapy, or substance abuse counseling. If it becomes apparent that counseling would be a better fit for your needs at this time, the coaching relationship may be paused, and appropriate referrals made. Your coach may also work in partnership with any counselor you may currently be seeing. It is important to talk about these items with your coach so that necessary next steps can be determined.

    If you are currently in therapy, it may be necessary to sign a release of information form so that your coach, your counselor, and you can collaborate on what are the best practices for your growth.

    Mandated Reporting

    Your coach may be required by law to report any abuse or neglect of minors or seniors along with any self-harm or harm to others. It is important to talk to your coach about these requirements in advance.


    Due to the non-secured nature of technology, your coach will do his/her best to provide communication through Zoom, Google Workspaces, scheduling software, the InVision Leadership website, mobile phones, phone calls, text messages, and other means under federal laws and standard coaching practices.

    Health & Wellness Coaching: If you are participating in health and wellness coaching, it is important to note that health and wellness coaching is not intended for diagnosing and treating medical or mental health conditions. Please consult your physician or therapist. Health and wellness coaching is a partnership to enhance overall well-being through self-directed lasting changes, aligned with your values. Your health and wellness coach will partner with you to achieve your overall health and wellness goals, often in partnership with your treatment or health plans given by your doctor, therapist, personal trainer, or other healthcare professional.

    HIPAA Compliance: The National Board for Health and Wellness Coaching (NBHWC) recognizes the critical importance of following best practices with regard to client/patient privacy and data confidentiality when handling client/patient information and records. The NBHWC recognizes that local, state, and federal regulations, as well as policies pertinent to individual employment settings, may dictate additional guidance and/or policies and procedures. As a general rule, the NBHWC holds the position that health and wellness coaches should manage client/patient personal health information and records according to the policies and procedures established by the Health Insurance Portability and Accountability Act (HIPAA). InVision Leadership Health and Wellness Coaching is HIPAA compliant.

    Description of Coaching

    Coaching is a 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.

    Coach-Client Relationship

    The coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation “(ICF)”. It is recommended that the Client review the ICF Code of Ethics and the applicable standards of behavior. The ICF provides ethical standards and accountability for the coach, including an internal review board to explore breaches of ethical conduct.

    The 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 sessions and interactions with the Coach. As such, the Client agrees that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach. The client understands coaching is not therapy, does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.

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

    The client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including 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.

    The 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 the 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.

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

    Services & Payment

    The coach will provide coaching sessions as agreed upon and purchased as a part of this coaching engagement. An invoice or electronic scheduling will reflect the number of coaching sessions and the length of the coaching engagement. Coaching sessions are typically between 20-50 minutes in length. The Coach will be available to the client by email between scheduled sessions for general inquiries and follow-up. Additional coaching sessions may be purchased. The standard coaching engagement length is no more than six months and no more than six sessions. Fees for the coaching engagement should be paid per the purchased coaching package or digital invoice. Coaching may be paused in the event payments are not made.

    The desired form of payment is through the digital invoice provided in advance of the coaching engagement commencing or through a credit card kept on file which is billed at the time of the coaching session through Acuity Scheduling.


    To respect your time and your coach’s time, cancellations need to be made at least 24 hours in advance. There is no refund for missed sessions; however, you can talk to your coach about rescheduling. More than (2) two missed sessions may result in the termination of the coaching engagement by the coach.


    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 outlined in the ICF Code of Ethics. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions), and thus communications are not subject to the protection of any legally recognized privilege. The Coach agrees not to disclose any information about the Client without the Client’s written consent.

    Confidential Information does not include information that: (a) was in the Coach’s possession before 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; and (g) involves illegal activity. The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach promptly.

    Release of Information

    The Coach engages in periodic training and continuing education pursuing and/or maintaining coaching credentials. Recordings of coaching meetings may be used between Coach and an approved trainer, mentor, or supervisor for ongoing development. Coach will acquire verbal consent from Client before any recording is made for these purposes, and Coach will use due diligence to ensure all content is anonymous. According to the ethics of our profession, topics may be anonymously and hypothetically shared with other coaching professionals for training, supervision, mentoring, evaluation, and coach professional development and/or consultation purposes.

    Record Retention Policy

    The Client acknowledges that the Coach has disclosed his/her record retention policy concerning documents, information, and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for not less than 7 years. Your coach does not keep detailed records of your coaching session conversations.


    Either the Client or the Coach may terminate this Agreement at any time with 14-day 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.

    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.

    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 is 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.


    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.

    Applicable Law

    This Agreement shall be governed and construed under the laws of the State of Ohio, without giving effect to any conflicts of law’s provisions.

    Please sign in the box below.