Susan L. Morley Coaching Agreement

This Agreement is entered into by and between:

Susan L Morley, ECE, CLPC, CARES, and the purchaser (Client) or the designee of the purchaser (Client) whereby Coach agrees to provide Coaching Services for Client.

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.

1. Coach-Client Relationship

A. Coach agrees to maintain standard ethics and standards as found in the ICC standards 12-24 (https://internationalcoachingcommunity.com/standards-and-ethics/)

• Coaches will carefully explain and strive to ensure that, prior to or at the initial meeting, their coaching client and sponsors understand the nature of coaching, the nature and limits of confidentiality, financial arrangements, and any other terms of the coaching agreement or contract.
• Coaches will be responsible for setting clear, appropriate, and culturally sensitive boundaries that govern any physical contact that coaches may have with their clients or sponsors.
• Coaches will encourage their clients to make a change if the coach believes the client would be better served by another coach or by another resource.
• Coaches will suggest their clients seek the services of other professionals when deemed necessary or appropriate.
• Coaches will maintain the strictest levels of confidentiality with all client and sponsor information. Coaches will have a clear agreement contract before releasing information to another person unless required by law.

B. 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 calls 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 and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.

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

D. 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.

E. 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 agrees to complete the provided Authorization of Release of Information worksheet for each provider of care for the child/children and parents.

F. 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.

G. Results Not Guaranteed. You are receiving a space in the program, support and guidance, but not guaranteed results from participating in the Program, Group, Course, Membership, etc. Results are greatly dependent upon individual decisions, abilities, and other factors outside the Coach’s control, and the Coach makes no guarantees or warranties that information provided to you through will provide results.

2) Services

Susan L Morley, Susan Morley Coaching, LLC 

The parties agree to engage in a 75-minute Behavior Audit. 

Coach may also be available for additional time, per Client’s request on a prorated basis rate of $175 per hour (for example, reviewing documents, reading or writing reports, engaging in other Client-related services outside of coaching hours).

3) Schedule and Fees

This coaching agreement is valid as of the signing of this agreement. There are no refunds for coaching services.

4) Procedure

The time of the coaching meetings and/or location will be determined by Coach and Client based on a mutually agreed upon time. The Coach will initiate all scheduled calls and will call the Client at the number provided on the appointment form for all scheduled meetings. If the Client will be at any other number for a scheduled call, Client will notify the Coach prior to the scheduled appointment time.

Video Conferencing is an option for us to conduct remote sessions over the internet where we not only can speak to one another, but we may also see each other on a screen. I utilize Zoom. If we choose to utilize this technology, I will give you detailed directions regarding how to log-in securely. You are responsible for initiating the connection with me at the time of your appointment. 

I strongly suggest that you only communicate through a computer or device that you know is safe (e.g., has a firewall, anti-virus software installed, is password protected, not accessing the internet through a public wireless network, etc.).

1. Your sessions must be scheduled within 7 months of Purchase, or it is forfeited.
2. If you do not attend the scheduled session and times, your session is forfeited.
3. If you must cancel or reschedule, you must do so at least 1 day in advance, or your session will be forfeited.
4. Sessions must be private and without distractions. The coach as the right to end the session if the setting is not appropriate for coaching.
5. If you cancel, no-show, or must reschedule, the process and policies will be repeated.

5) Confidentiality

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 set forth in the ICC 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 pertaining to the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent.

Confidential Information does not include information that: (a) was in the Coach’s possession prior to 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 the 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 in a timely manner.

6) Cancellation Policy

The client agrees that it is the Client's responsibility to notify the Coach 24 hours in advance of the scheduled calls/meetings. Coach reserves the right to bill Client for a missed meeting. The coach will attempt in good faith to reschedule the missed meeting.

7) Record Retention Policy
The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to 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 a period of not less than 3 years.

8) Termination

A. Either the Client or the Coach may terminate this Agreement at any time with 2 weeks written notice. The client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship.

B. The Coach can end your participation in the program. Coach may determine, in its sole discretion and without requiring disclosure of the reason, that the relationship under this Agreement must terminate. In this circumstance, Coach will provide a refund to you for unused sessions less fees.

9) 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.

10) Entire Agreement

This document reflects the entire agreement between the Coach and the Client and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.

11) 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.

12) Severability

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.

13) Waiver

The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

14) Applicable Law

This Agreement shall be governed and construed in accordance with the laws of the State of Georgia, without giving effect to any conflicts of laws provisions.

15) Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns.

16) Signature

By signing, you agree to the above terms and conditions for participation in coaching with Susan L Morley.