Brad Allen Coaching
Fitness & Health • Lifestyle • Spirituality/Belief
Act with integrity and re-emerge stronger. Brad Allen is an accredited coach and author, specializing in supporting and challenging people across the globe from some of the biggest and well-known multinational companies. Join him here if you dare.
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Coaching Contract – Confidentiality and Records/Notes

This post sets out the ground rules for the coaching relationship and clarifies expectations, specifically in relation to Confidentiality and Records/Notes.

Confidentiality

a) The coaching service is confidential unless the Client gives the Coach information that the Client wishes to be shared with a third party.
b) If the Client wishes the Coach to speak to someone outside the Client/Coach interactions, then the Client will need to give the Coach written permission (original letter, or email) to do so. Exceptions to the confidentiality of the clause relating to circumstances such as intent to seriously harm oneself or someone else.
c) It is important to be aware that, in the use of technology, there is a risk in using certain media such as the internet, mobile phones, and cordless phones. If the Client uses these to communicate with the Coach, then the Coach will assume that it is appropriate to continue to do so in the Coach’s interactions with the Client.
d) The Coach, as an accredited coaching professional, is required, as per the European Mentoring and Coaching Council (EMCC) Code of Ethics, to participate in continued professional development and to meet on a regular basis with a certified coaching supervisor to talk about his coaching practice. The coaching supervisor is there to ensure the coaching practice is aligned with the code of professional practice set out in the EMCC Code of Ethics. Whilst the Coach might describe what he is doing in coaching, that is, his interventions and/or his approach, he will not disclose the Client’s identity, be it a name, company and such like, or content of the discussions had between Coach and Client.
e) The information contained in any materials and as part of the method of presentation of materials constitutes valuable information which is the property of the Coach. The Client understands that this material is provided to aiding in the Client’s learning process. The Client agrees that during the term of this agreement and at all times thereafter, the Client shall only disclose, communicate or use the material when it is in aiding the Client’s own learning process. The client further agrees when sharing the material to include appropriate references and citations that reflect the source of the material.
f) Both parties are aware that in the course of the provision of services under this Agreement, they may have access to and be entrusted with information in respect of the business and financing of the other party’s dealings, transactions, and affairs and likewise in relation to its associated companies or clients all of which information is or may be confidential.
g) Confidentiality of information is critical to both parties and to their client base. It is a condition of this agreement that both parties do not divulge information of a confidential nature to any external source.
h) Confidentiality is applicable during the period of this assignment will continue to apply post-termination of same.
i) Confidential Information means: "all information whether recorded or not (and if recorded, whether on paper, tape, hard drive or computer disk) which is a trade secret or other confidential or private information that is not generally known or easily accessible to the public or trade, relating to the concerns or affairs of the party and includes (without limitation) all and any information about business plans, new business opportunities, research and development projects, product formulae, processes, inventions, designs, discoveries or know-how, sales statistics (including targets and statistics, market share and pricing statistics, forecasts and reports) maturing business opportunities, processes, designs, marketing surveys and plans, costs, profit or loss or financial information relating to the accounts, prices and discount structures of a party, the names, addresses, telephone numbers, fax numbers, e-mail or contact details, activities or personal affairs of a party’s clients, agents, consultants, distributors and suppliers, any party database, mailing list, software application, component list, any information relating the terms of business between the clients, or agents and either party".

Records / Notes

a) The Coach, during sessions, may keep notes. These notes are taken to guide the sessions, collect actions and also record anything needed for continuity. These notes will be kept in an electronically secure and safe location and stored for 12 months after the agreement is concluded although the Coach shall be entitled to keep them in any event until the fees due to the Coach under this agreement have been fully discharged. At any time, upon written request by the Client and following payment of any sums due to the Coach under this agreement, or after 12 months the Coach will delete electronic copies.

All Rights Reserved. Copyright © 2021 TPAssist LTD

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