Coaching Connectivity Individual Client Agreement (January 2019)
Coaching Leaders who want to grow their influence & see greater success.
Daniel Rothra, Owner & Coach
3527 Oates Drive, Raleigh, North Carolina 27604 * 919-606-3285
PARTIES: This agreement is between the client and Daniel Rothra (referred to as ‘coach).
As of August 2019, I have completed 95 hours of coach training from Life Breakthrough Coaching, Coach Approach Ministries, and Professional Christian Coaching Institute.
I have additional 60 hours of training in mediation/dispute resolution & another 20 hours focused on group facilitation. One of my goals is to achieve the ICF ACC (International Coaching Federation’s Associate Certified Coach).
I am certified with the Consentia Group to offer Strength Deployment Inventory assessments and lead training seminars.
I am currently a full-time Pastor at First Alliance Church but have lead teams or interacted with clients as a Youth Pastor, Fedex Driver (5 years), Financial Services Representative (3 years), worked with a team to build a succession planning strategy for the Raleigh-Wake Human Resources Management Association (2014), was the Pastoral Care & Development Director for NC with the C&MA (2.5 years), served as Interim Pastor (1 year), and I’m an entrepreneur at heart. I’ve been offering formal coaching for 4 years but have supported leaders around me for decades. My BA is in Psychology and I have an MDiv in Christian Ministries.
NATURE OF THE COACHING RELATIONSHIP: The client/coach relationship is a partnership. In no way is the coach the authority in the client’s life.
The client sets the agenda for each call by filling out a Prep Form, which will be sent to the coach at least 2 hours before scheduled appointment. The client is responsible for decisions made and actions taken as a result of the coaching calls.
After each call, the client will fill out and send in a Summary Form of the session.
The focus of the individual coaching would include a Motivational Assessment and cover any of the following: life skills, communication skills, life and business goals, financial management, life purpose work, transitions, limiting belief systems, and relationship skills with a view toward enhancing leadership growth and personal development.
The focus of Team coaching enhances productivity through deeper understanding of the clients team’s MVS (Motivational Value System) and conflict management utilizing tools from Personal Strengths Publishing’s “Strength Deployment Inventory”. This coaching/training would be done through 1-2 day intensive programs per a separate agreement.
THE NATURE OF THE COACHING RELATIONSHIP IS STRICTLY NOT PSYCHOLOGICAL COUNSELING, THERAPY OR PSYCHO THERAPY: If those types of issues become evident, the coach will either work in conjunction with a therapist or discontinue with the client/organization until therapy is completed. Furthermore, the coach is not a business manager, financial advisor, headhunter, or accountant. You know your business. My role is to bring awareness and enable you to overcome obstacles to keep you from your best life.
COACHING PACKAGES AVAILABLE (Select the one that fits best for you.)
- Package A: This includes 3 phone sessions per-month, 30 minutes in duration – $225/month
- Package B: This includes 3 phone sessions per-month, 60 minutes in duration. – $375/month
- Package C: This is a custom package
In addition to the monthly Coaching sessions, each package requires a foundational assessment ($99), complementary email and brief (5-10 minute) client-initiated calls mid-session to share a victory or run through an issue that requires immediate attention.
PAYMENT TERMS: Payments must be received in advance for each month of coaching. Invoices/payment draft arrangements will be generated via Paypal with remittance to CoachDan@CoachingConnectivity.com.
CONFIDENTIALITY: All conversations, projects, or documents shared between coach and client are strictly confidential and will not be shared with any third party without the consent of the client. The only exception to this is a subpoena.
PHONE NUMBER TO CALL FOR APPOINTMENTS: 919-606-3285
IF COACH NEEDS TO CHANGE THE APPOINTMENT, it will always be rescheduled.
IF YOU WANT TO CHANGE AN APPOINTMENT WITH LESS THAN 24 HOURS NOTICE, the coach will do his or her best to reschedule that appointment within the month.
MISSED OR RESCHEDULED APPOINTMENTS: If you need to cancel an appointment, please give 24 hour notice with 2 suggested dates/times. The coach will make sure that appointment is rescheduled.
IF YOU MISS AN APPOINTMENT WITHOUT PRIOR NOTICE, it is not rescheduled and is considered a billable coaching session.
CLIENT PROTECTION: I will do my best to maintain open communication and create a safe and trustworthy environment for the client. I will speak truth graciously and with your best interests at heart. In no way, will I take advantage of you and overstep the bounds of the coaching relationship in any of the following ways: sexually, socially, personally, or financially.
CLIENT SATISFACTION AND COMMUNICATION: If, for any reason, I upset you in any way, please bring this up immediately. With any assignments given, you have the right to accept, reject or counter offer an assignment. My goal is that you have an effective and satisfying coaching experience.
REFERRALS: If at any time, I observe stagnation in the coaching relationship, I will address this with you and together we will decide whether to continue our relationship. If we decide to discontinue, I will suggest some trustworthy referrals.
TERMINATION: The client may cancel this contract at any time. Notice of cancellation must be in writing. Payment made for the current month shall be considered payment-in-full for the coaching agreement unless there is an unpaid balance. In the event of fees owed at the time of cancellation, full payment is due and payable.
- Client calls coach at scheduled time
- Client pays fees in advance (n/a for Sponsored Clients)
- Client pays for long-distance charges, if any.
As a client, I understand and agree that I am fully responsible for my well-being during my coaching calls, including my choices and decisions. I am aware that I can choose to discontinue coaching at any time. I recognize that coaching is not psychotherapy and that professional referrals will be given if necessary.
I understand that “life coaching” is a relationship I have with my coach that is designed to facilitate the creation/development of personal, professional, or business goals and to develop and carry out a plan for achieving those goals.
I understand that life coaching is a comprehensive process that may involve all areas of my life, including work, finances, health, relationships, education, and recreation. I acknowledge that deciding how to handle these issues and implement my choices is exclusively my responsibility.
I understand that life coaching does not treat mental disorders as defined by the American Psychiatric Association. I understand that life coaching is not a substitute for counseling, psychotherapy, psychoanalysis, mental health care, or substance abuse treatment and I will not use life coaching in place of any form of therapy.
I promise that if I am currently in therapy or otherwise under the care of a mental health professional, that I have consulted with this person regarding the advisability of working with a life coach and that this person is aware of my decision to proceed with the life coaching relationship.
I understand that information will be held as confidential unless I state otherwise, in writing, except as required by law.
I understand that life coaching is not to be used in lieu of professional advice. I will seek professional guidance for legal, medical, financial, business, spiritual, or other matters. I understand that all decisions in these areas are exclusively mine and I acknowledge that my decisions and my actions regarding them are my responsibility.
I give Daniel Rothra permission to keep a confidential record of my name, phone number or email address in order to meet the requirements for coach credentialing by the International Coach Federation (www.coachfederation.org). This information will be utilized strictly for the purpose of meeting these requirements and, following the credentialing process where two assessors will validate my list and subsequently destroy the two copies, only the master list will be maintained within the secure files of the ICF. I agree to allow Daniel to document the coaching hours with me for submission to the ICF for future certifications as a coach.
Is Coaching Right for You? What coaching is…. The coaching relationship is a powerful partnership between the coach and the client where the client sets the agenda and learns through action. Coaching is forward moving, and the coach assists the client in creating a vision for the future. The coach asks tough questions and helps the client create space to discover the answers. “Coaching is the art and practice of guiding a person or group from where they are toward the greater competence and fulfillment that they desire.” Gary Collins
What coaching is not…. Coaching is not counseling, therapy, consulting, mentoring, or a form of discipleship. The coach is not the “expert” and does not give advice. The client is healthy, motivated, creative, and resourceful. We have found it critical for clients to understand the forward moving component of coaching. This forward movement is what distinguishes coaching from counseling. For example, if you have experienced past sexual abuse, and you have not been able to move forward in certain areas of your life due to the hurt and pain of this abuse, then counseling would be a better fit for you. Also, if you are in the midst of grieving a loved one, counseling may be a better fit at this time.
Final Points to Consider
Before you embark on this journey, look in the rear-view mirror and consider the following questions:
- Are you able to talk about things in your life (past and present) without experiencing crippling pain?
- Is your attitude one of forgiveness toward the people who have wounded or hurt you?
- Are you basically free from the paralysis caused by painful and hurtful events in your past?
- Are you fully willing to explore what you made the past events to mean instead of being stuck on the actual events or series of events?
- Are you fully willing to seek God’s redemptive purposes instead of dwelling on the pain?
If you are unable to say yes to these questions, it is possible that coaching is not the right fit for you at this time. However, it may be a great fit in the future once you have looked into the past and dealt with the painful and paralyzing wounds.
If you are ready to disengage from the past where it is holding you back from taking steps into the present, consider these questions:
- Do you have places in your life that you would like to work but are not sure where to start?
- How would life look different if you worked on these things?
- Would you be willing to change where needed and do things differently?
- Are you willing to “try on” new behaviors and address obstacles directly?
I feel like Coaching is a good fit. Let’s move forward.