COACHING PROPOSAL ================= Disclaimer — not legal advice. This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use Prepared for: [CLIENT NAME], [CLIENT TITLE AND ORGANIZATION, IF RELEVANT] Sponsor (if employer-funded): [SPONSOR NAME], [SPONSOR TITLE] Prepared by: [YOUR NAME], [YOUR CREDENTIALS], [YOUR EMAIL] Date: [DATE] | Proposal ref: [PROPOSAL NUMBER] | Valid until: [EXPIRY DATE] 1. What you told me ------------------- [ONE OR TWO PARAGRAPHS IN THE CLIENT'S WORDS. Example: "You stepped into the head of operations role [NUMBER] months ago, leading people who were your peers. You said you are 'doing everyone's job and nobody's well,' working most evenings, and that your manager wants you to be more visible with the leadership team. You want to delegate with confidence, set boundaries on your time and speak up earlier in leadership meetings."] 2. What will be different by the end ------------------------------------ Goal | What it looks like when achieved | How we will know --------------------------------------- | --------------------------------------------------------- | --------------------------------------- [GOAL 1, E.G. DELEGATE WITH CONFIDENCE] | [E.G. TEAM LEADS OWN WEEKLY REPORTING WITHOUT YOUR EDITS] | [E.G. SELF-RATING AND MANAGER FEEDBACK] [GOAL 2, E.G. PROTECT FOCUS TIME] | [E.G. EVENINGS FREE FOUR NIGHTS A WEEK] | [E.G. CALENDAR REVIEW] [GOAL 3, E.G. LEADERSHIP PRESENCE] | [E.G. CONTRIBUTING A VIEW IN EVERY LEADERSHIP MEETING] | [E.G. 360 FEEDBACK AT MONTH 6] Goals are reviewed together at the midpoint and adjusted if your situation changes. 3. Program structure -------------------- Item | Detail --------------- | ------------------------------------------------------- Program length | [3 / 6 / 12] months, from [START DATE] to [END DATE] Sessions | [NUMBER] sessions of [60] minutes, every [TWO WEEKS] Format | [VIDEO CALL / IN PERSON AT [LOCATION] / PHONE] Kickoff session | [90] minutes to map goals, strengths and obstacles Midpoint review | Progress review at session [NUMBER] Closing session | Review of results and a plan for continuing on your own 4. Between-session support -------------------------- - Message access for questions, quick decisions or a sense check before an important meeting. - Replies within [1] business day, [DAYS] between [HOURS] [TIME ZONE]. - Review of up to [NUMBER] short documents per month (e.g. a presentation outline or a difficult email). - One [15]-minute ad hoc call per month for urgent situations. Support between sessions is for brief contact. Longer conversations are saved for sessions. 5. Assessments and tools ------------------------ Tool | Included | When ------------------------------------------------ | ------------------- | ---------------- [STRENGTHS OR PERSONALITY ASSESSMENT] | [YES / NO / ADD-ON] | Before session 1 360 feedback interviews with [NUMBER] colleagues | [YES / NO / ADD-ON] | Month [NUMBER] Worksheets and reflection exercises | Yes | Throughout 6. Confidentiality ------------------ - What we discuss in sessions stays between us. - If your employer is funding this program: [SPONSOR NAME] receives attendance information and a short progress summary at the midpoint and end, which you review before it is shared. We hold a three-way meeting at the start to agree goals and at the end to review progress. - Confidentiality has limits where there is a risk of serious harm to you or others, or where disclosure is required by law. - Coaching is not therapy, counseling or medical treatment. If issues arise that are better supported by a qualified professional, I will tell you and may suggest pausing coaching. 7. Scheduling and rescheduling ------------------------------ - Sessions are booked [AT THE KICKOFF / AT THE END OF EACH SESSION]. - Reschedule with at least [24 / 48] hours' notice at no charge. - Sessions missed or cancelled with less notice count as used, unless there is an emergency. - Unused sessions expire [NUMBER] weeks after the program end date. - If I need to reschedule, the session is moved at no cost to you. 8. Investment ------------- | [PACKAGE 1: FOCUS] | [PACKAGE 2: DEVELOP] | [PACKAGE 3: LEAD] ----------------------- | ------------------------------ | ----------------------------------- | ------------------------------------ Program length | [3] months | [6] months | [12] months Sessions | [6] | [12] | [24] Between-session support | Messaging | Messaging + [1] ad hoc call / month | Messaging + [2] ad hoc calls / month Assessments | – | [ASSESSMENT] | [ASSESSMENT] + 360 feedback Sponsor meetings | – | Start and end | Start, midpoint and end Pay in full | [CURRENCY] [AMOUNT] | [CURRENCY] [AMOUNT] | [CURRENCY] [AMOUNT] Installments | [NUMBER] x [CURRENCY] [AMOUNT] | [NUMBER] x [CURRENCY] [AMOUNT] | [NUMBER] x [CURRENCY] [AMOUNT] - Prices exclude [TAX] where applicable. - Pay in full: invoiced on acceptance. Installments: first payment on acceptance, then monthly on the [DAY]. - Payment is for the program, not individual sessions. If you stop early, installments already due remain payable [UNLESS OTHERWISE AGREED IN THE COACHING AGREEMENT]. 9. How to begin --------------- 1. Choose a package and sign below. 2. I send the coaching agreement and first invoice. 3. You complete a short pre-coaching questionnaire. 4. We hold the kickoff session on [PROPOSED DATE]. Client | Coach ------------------------------- | ------------------------------- Package: [1 / 2 / 3] | Signature: ____________________ | Signature: ____________________ Name: [CLIENT NAME] | Name: [YOUR NAME] Date: [DATE] | Date: [DATE] Sponsor (if employer-funded) | ------------------------------- | --------------------------------------- Signature: ____________________ | Organization: [ORGANIZATION LEGAL NAME] Name: [SPONSOR NAME] | Date: [DATE] ------------------------------------------------------------ How to use this template 1. Rewrite section 1 for every client using their words from the chemistry call. 2. Keep goals to three. More dilutes focus. 3. Delete the sponsor lines and paragraph if the client is paying personally. 4. Set message response times you can actually keep. 5. Follow acceptance with a full [COACHING AGREEMENT]. Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.