Terms of Business

 

PETER GOURRI COACHING AND CONSULTING LLC

EXECUTIVE COACHING CLIENT AGREEMENT

This summary overviews some of Peter Gourri Coaching and Consulting LLC’s (“PGCC”) policies, procedures, and practices. Please read it carefully to get the most out of your coaching!

ABOUT SESSIONS

Your monthly payment amount includes four (4) 45-minute sessions each month. Sessions are generally held weekly at a previously agreed time and day. The coaching session is held via telephone, online video conferencing, or in person as mutually agreed in advance. PGCC also provides brief and urgent between-session telephone consultations (spot-coaching) at the client’s request whenever needed, subject to the coach’s availability.

A “fifth week” is about once a quarter into the calendar. We take that Fifth Week off as a planned holiday to rest and recharge. Your coach will inform you of the dates of Fifth Week well in advance to facilitate scheduling. We encourage our clients to consider adopting Fifth Week to source their well-being!

WHAT TO BRING TO COACHING SESSIONS

You are not required to bring anything to your coaching sessions. We recommend that you bring paper and pen, along with your previous notes, your current Weekly Update, and anything that helps you to be comfortable and focused.

We ask that you honor your coaching sessions by reducing distractions and/or multitasking, and giving your undivided attention to the work. Find a quiet place where you can concentrate undisturbed and without interruption. Make yourself comfortable and give yourself the gift of time. After all, it’s YOUR life we’re talking about!

WORK BETWEEN SESSIONS

Coaching requires effort, not only during calls with your coach but also in the intervening weeks! You will be creating projects in areas of your life you want to move forward, with objectives, goals, and actions to take each week. Your coach will also partner with you to create tasks to complete between regularly scheduled sessions. We refer to these assignments as Weekly Practice Areas. We recommend that you take them on: You cannot expect the same results from your participation when the Weekly Practice Areas are not completed. We encourage you to participate fully in your coaching by completing your Weekly Practice Areas and engaging in actions to move your projects forward.

As with any worthwhile endeavor, you get out of coaching what you put into it!

CANCELLATION OF A SESSION

Our experience shows that regularly scheduled weekly sessions are the most conducive to facilitating client progress. However, from time to time, circumstances may require either the coach or the client to reschedule a session. For the benefit of both parties, we require a minimum of 24 hours’ notice in the event of rescheduling or cancellation.

• Rescheduled sessions must be completed within one month of the original appointment. PGCC will make a good-faith effort to accommodate requests to reschedule based on availability. Sessions not rescheduled within one month of the original appointment are considered forfeit and non-refundable.

• Missed or canceled sessions are considered forfeit and non-refundable. Conversely, any session missed or canceled by PGCC will be refunded to the client.

This policy maintains the momentum and integrity of the coaching agreement for both the coach and the client.

CONFIDENTIALITY

Your coaching is kept in the strictest professional confidentiality. Of course, the law does not protect the confidentiality of communication between coach and client, as our staff are neither health care professionals nor legal professionals. PGCC may occasionally request your permission to record a session for training or certification purposes. These recordings are not used for any purpose other than training or certification, are kept confidential, and are destroyed or deleted after use.

Your coach will only have to suspend this confidentiality agreement in the following cases:

• You report imminent suicidal or homicidal ideation

• You report abuse or neglect of a child, dependent, or older adult

• Your coach is ordered by a court of law to do so

In addition, your coach may apply for a coaching credential that requires them to disclose client names and contact information as evidence of coaching experience. By signing below, you permit your coach to provide this information solely for the stated purpose and to be contacted by the credentialing body for verification if requested. This information is held in the strictest confidence, and you are not required to reveal anything you do not wish regarding the content of your coaching.

In summary, you can count on your coach to uphold the highest professional ethics and confidentiality standards.

HEALTH AND WELL-BEING

Coaching is intended to provide access to power and freedom in your life. We do this by distinguishing the things that either stop you or are inconsistent with the results you are committed to producing. It is simply a guided conversation of recommended actions typically sourced by the client.

Coaching is NOT therapy, and coaches are not trained health professionals. Coaching is neither health care nor rehabilitation, nor is it anything medical. It is

not designed to be curative, healthful, or even remotely linked to your physical or mental well-being.

Any coaching agreement presumes that the client is healthy, whole, and up to the rigors and sometimes confronting nature of a coaching relationship. You are responsible for your health and well-being during coaching, as you are in all areas of your life. If you have any questions about your ability to participate in coaching, please consult with your doctor or health professional before the start of your coaching. We will provide whatever information we can to assist you.

PAYMENT

Your monthly payment is due on the first of each month, invoiced on the 23rd of the previous month, and payable via ACH bank transfer or credit card.

REFUNDS

Coaching is intentionally a confronting process. Sometimes, a client may feel unable or unwilling to progress in a project as fear or discomfort arises. While we understand that this may be a regular part of the process, we are committed to ensuring that you deliver results on your projects and are not stopped by your fears or concerns. We cannot and do not offer refunds of any monies paid. Simply put, the coaching relationship is a professional engagement. Once your fees are paid, the services are available. You can cancel the engagement any time with thirty (30) days’ written notice. This notice gives you and your coach time to complete your progress to date and ensure that you are set up powerfully to move into what is next for you.

I understand and agree to comply with PGCC policies as stated above.

Signature:

Date:

CLIENT AGREEMENT

The person being coached makes the following promises, which include, but are not limited to:

1. To show up on time for all coaching appointments. Communicate any delay to the coach before the scheduled appointment starts. To provide 24-hour prior notification for any cancellation and rescheduling.

2. To be “coachable”. To take the actions and practices given between coaching sessions to the best of their ability. To empower the coaching and any other input they receive.

3. To create a powerful partnership. To make payment on time. Communicate fully about everything pertinent in the client’s life, including breakdowns. To be at cause in their own life in their project areas.

The coach promises:

1. Show up and be available for all coaching appointments. Communicate immediately about any scheduling conflicts or breakdowns and be responsible for rescheduling due to these.

2. To relate to the client as their Greatness – no matter the circumstances, the feelings the client is experiencing, or the results the client is creating.

3. To listen powerfully from a place of co-designing the life of the client’s dreams NOW.

4. To provide access to possibility, new ways of being, and alternatives to “business as usual.”

5. To unequivocally alter the client’s life experience.

6. To provide tools and distinctions that add velocity and power to the areas of life the client identifies.

7. To be committed to the client’s winning in life.

8. To be available for “spot coaching” between sessions for urgent issues and breakdowns.

9. I strive to act with integrity in all matters.

Client Signature:

Date:

Coach Signature:

Date: