Consulting and Coaching Policy Template

Consulting/Coaching Policies are comprehensive documents that outline the policies and procedures governing consulting or coaching engagements.

These policies cover various important aspects, including the scope of services offered, confidentiality requirements to protect sensitive information shared during the engagement, payment terms, including rates, billing schedules, and accepted payment methods, cancellation and rescheduling policies, outlining any fees or notice periods involved, the responsibilities and expectations of both the consultant/coach and the client, and procedures for resolving any disputes that may arise during the engagement.

By establishing and adhering to these policies, consultants and coaches can ensure clarity, professionalism, and consistency in their client engagements, while clients can have a clear understanding of the terms and conditions of the consulting or coaching relationship.