Consulting Group, Inc.
Joel M. Rothaizer Ph.D., CEO

Sandra L. Hill, M.A., President
 
 

Welcome! 
We look forward to working with you as your coach in accelerating your ability to be more successful and to have more of what you want in your life. Having a clear Coaching Agreement establishes a foundation for our work. Please let us know if you have any questions.

What is coaching?
Coaching is a specific process of interaction over a period of time that encourages a shift in who you are, what you do, and how you do it. This respectful, inquiring form of conversation and listening expands your ability to make significant changes, move forward in new areas and have more of what you want in your life. Coaching services are not to be construed as, or a replacement for, psychotherapy, legal counsel, or medical advice.

As your coach, you can expect us to:
1. Commit to an open, honest, collaborative coaching relationship
2. Be a partner in bringing out the best, the deepest, and the truest in you
3. Provide safety, encouragement and support; an environment in which you can relax and explore
4. Respect the confidentiality agreement we make, to the extent permitted by law (in an organizational setting, we will also clarify the extent of the confidentiality before beginning the coaching relationship)
5. Expand your view of what is possible and promote discovery of new insights
6. Give you input, straight feedback or operate as a sounding board
7. Listen carefully to what you say and ask questions to provoke awareness
8. Be a resource for you to use in accomplishing your goals

We expect from you as our client to:
1. Cultivate a core honesty with yourself
2. Commit yourself to goals that are truly meaningful and significant to you
3. Experiment with new approaches and practice new behaviors
4. Provide ongoing feedback on whether the coaching is valuable and meeting your needs
5. Be open to hearing my feedback and letting me know whether it fits
6. Take ownership for your progress and accomplishments

Nature of the coaching relationship:
You enter into coaching with the understanding that you are responsible for creating your own decisions and results. You agree not to hold us liable for any outcomes resulting directly or indirectly from the coaching process.

Acceleration:
Several factors will speed up our work together. As much as possible, come to each coaching session with a clear agenda. Feel free to fax or e-mail that information ahead of time. Only agree to action plans that you fully intend to carry out, and then do it! If you are unable to follow through as you intended, be prepared to talk about what got in the way, and how to best address that barrier so that it does not continue to interfere with your positive momentum.

Payment:
We have agreed on a monthly fee of ______________. This fee is payable in advance, due on the first of each month. It is important to keep our financial agreement clean and clear. For mutual convenience and simplicity, we encourage you to use the credit card authorization form. This allows us to focus all of our attention on what’s most important—-your goals.

Time:
We have agreed to _____ sessions per month, each session lasting _____ minutes, for a period of ______ months. Make our time together a priority. We will establish a set time each week, either in person or on the telephone. You will call us at 780-430-0714 or 780-988-7949 for telephone sessions unless other arrangements are made. If more time is needed in a given month, that will be billed at $________ per hour with payment due on the first of the next month. Coaching is not psychotherapy, and health insurance will not cover coaching sessions.

Value added:
Sometimes you just cannot wait until your next session. You may have a short question or request for feedback. You may need a confidential response to some situation. As a value added, we offer ou regular clients free telephone and e-mail consultations of fewer than ten minutes between sessions, within reason.

Changes:
We have reserved your time for you. If the need arises, please give us 24 hours notice and we will reschedule. Without proper notice, scheduled time missed may be lost. We will notify you promptly if we need to reschedule one of our meetings.

Preparation:
To ensure the most productive use of the coaching time, come to each session prepared with an agenda. Take a few minutes before our next session to sort out the progress you made this week and to consider how you would like to use the upcoming session. Consider any of the following questions or make up your own. You can fax or e-mail your responses ahead of time, if you like.
1. What progress have I made since our last session?
2. What challenges did I face? How did I handle them? Which do I still need to handle?
3. What new insights or opportunities have emerged?
4. On what would I like to focus this next session?

Problems:
Honesty is a very important foundation. Please do not be “nice” as a way to protect either one of us. We expect you to honestly tell us what is working about the coaching relationship, and what is not working for you. If we ever say or do something that upsets you or does not feel right, please bring it up. We promise to do whatever we can to have you be satisfied. Honesty and trust are critical for our relationship to grow. We want this to be an open and safe place for you to come with confidence. 

Referrals:
Our practice fills by referrals. If you are benefiting from our relationship, please suggest our services to appropriate friends and colleagues, and let them know that we offer a free confidential consultation.

I, _______________________________, have read and agree to the above.

__________________________________________________________________________________
Client Signature        Date 

_______________________________________________________________________________
Client Company Representative Signature  (if appropriate)   Date

_______________________________________________________________________________
Coach Signature        Date

Name: __________________________________________________________________

Home Address:  ______________________________________________________

______________________________________________________

Business Title/Position: _____________________________________________________

Business Address: ______________________________________________________

______________________________________________________

Home Phone: ________________________ Business Phone: _______________________

Home Fax: __________________________ Business Fax: _________________________

E-mail: _____________________________ Cell Phone: __________________________

In case of emergency, please notify: ____________________________________________

Relationship: ________________________ Phone: ______________________________

Who is responsible for payment? __________________________________________
 

To see the credit card authorization form, click here.

To see a copy of the Coaching Intake Packet, click here.