Which document outlines the scope, confidentiality, logistics, fees, cancellation policy, and expectations for the engagement?

Which document outlines the scope, confidentiality, logistics, fees, cancellation policy, and expectations for the engagement?

• A. Coaching Agreement
• B. Onboarding
• C. Fit
• D. Sustained Presence

Answer: (A)

A Coaching Agreement is the document that formalizes the terms of the coaching engagement, laying out what will be covered (scope), how information will be kept confidential and under what circumstances, the logistics of sessions, the fees and payment terms, the cancellation policy, and the expectations for both client and coach. This agreement creates clear boundaries and mutual understanding, serving as a reference if questions or issues arise during the relationship. Onboarding is the process to start the partnership—gathering information and preparing for coaching—rather than detailing terms. Fit refers to an intake to assess compatibility, not to the contractual terms. Sustained Presence isn’t the document used to outline engagement terms.

A Coaching Agreement is the document that formalizes the terms of the coaching engagement, laying out what will be covered (scope), how information will be kept confidential and under what circumstances, the logistics of sessions, the fees and payment terms, the cancellation policy, and the expectations for both client and coach. This agreement creates clear boundaries and mutual understanding, serving as a reference if questions or issues arise during the relationship. Onboarding is the process to start the partnership—gathering information and preparing for coaching—rather than detailing terms. Fit refers to an intake to assess compatibility, not to the contractual terms. Sustained Presence isn’t the document used to outline engagement terms.