Coaching Evaluation Form

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Coaching Evaluation Form

Fully editable with custom branding. Send, print or embed online.

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First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Coaching Evaluation Form

Fully editable with custom branding. Send, print or embed online.

Coaching Evaluation Form

Fully editable with custom branding. Send, print or embed online.

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Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

Ending a coaching session or program with the correct questions will help the client cement the advantages of working with you as a coach. Your client may see and acknowledge changes and achievements they may not even have acknowledged to themselves before filling out an evaluation form. A coaching evaluation form will also provide you with insightful feedback on the success of your coaching and areas for development.

This is a great way to prioritize continuous learning and evaluation so you can make any necessary improvements and ensure your coaching program delivers the finest results. So what exactly should be included in your evaluation form in order to get the best and most useful insights? Read on to find out.

Note: Use Bonsai to take your coaching business to the next level. Our all-in-one product suite features endless administrative tools to help you with lead generation, client onboarding, invoicing, feedback surveys and much more. Come on board today for 7 days free.

What Should a Coaching Evaluation Form Include?

A well-designed evaluation form should allow you to assess the impact of your coaching strategies and approach on the long-term success of your clients. While the specific questions you ask will depend on your specific niche and client, there is a popular approach used in the coaching industry; the Kirkpatrick evaluation model.

It involves 4 stages: Reaction, Learning, Behavior and Results. Let's learn more in detail about each of these phases and explain how you can incorporate them into your post-session/program evaluations.

Reaction

This phase is all about the degree to which your clients feel the coaching program was valuable to them. You can measure how well they took to the program by looking at how involved they were, how actively they contributed, and how they responded to it. Additionally, it gives you the opportunity to fill in any crucial topics that may have been skipped in order to improve your future programs. Some example questions include:

- Did you think the coaching was time well spent?

- What were the coaching's main advantages and disadvantages?

- Did you enjoy the setting and delivery method?

- Are the coaching exercises interesting?

- Are you happy with the level of communication in between sessions?

- What are the three most crucial lessons you took away from this coaching program?

Learning

This is where you measure how much and how little your clients have learnt. You will assess how driven they are to make changes, how confident they are that they can do it, and what they believe they will be able to do differently as a result. This indicates how their knowledge, attitudes, and confidence have all improved as a result of your coaching. The questions you ask here will depend on the goals of the program, but here are some suggested questions for this phase:

- Can you identify any new skills, or strengths you have developed from the coaching experience?

- What will you now change about how you conducted yourself prior to the coaching program?

- Did the insights provided during coaching support your work towards the defined goals?

- Were the coaching goals met? (you can outline the goals you defined during the intake session and evaluate whether they were met or not)

Behavior

The behavior phase is where you can learn more about how effectively your clients have been able to implement what they learned during the coaching program. This section can also help you discover areas where they might still need help. While you can assess the improvements in behavior mainly through observation and in-person interactions, you can try including the following questions in your evaluation form.

- Have you been able to apply the skills you learned during the program?

- If needed, would you be able to teach your new knowledge or skills to others?

- Are you aware that you have changed your behavior?

- What first steps have you taken towards improving your life/business/relationships?

Results

Finally, you will evaluate the overall outcome of your coaching program. For example, if you provide business coaching services, you would look for significant results the client achieved within their organization or their career. This could be landing a new job, getting a promotion, or delivering better presentations. As a life coach, you could evaluate how the client's personal relationships improved or if they were able to break their negative belief patterns.

Create Your Own Coaching Evaluation Form With Bonsai

Now that you know the most important aspects to help you evaluate the effectiveness of your coaching program, you can create your own form using Bonsai's custom form builder. Our forms are fully customizable so you can make it your own by adding as many questions as you need, selecting your desired answer format and even integrate your branding elements and logos.

To make your life even easier, you can use your evaluation form as an online document that you can share with your clients via email or URL link. This way you can maintain all of this feedback well organized and at hand whenever you need it. Check out these and many more excellent features that Bonsai has to offer. Start your 14-day free trial today and save time so you can focus on your passion, not your paperwork!

Frequently Asked Questions
Questions about this template.

What is a coaches evaluation?

The coach evaluation procedures and rubric are designed to offer instructional, team, or system coaches who promote guided, individual, and self-determined professional growth and development meaningful and pertinent input.

How do you evaluate coaching in an organization?

Gather information to demonstrate whether success criteria have been met. Long after the coaching has completed, think about looking for rewards. Think about the viewpoints of various audiences for the evaluation and how you'll get access to a variety of perspectives.

What are the four 4 parts of a coaching session?

The 4 parts of a coaching session are: 1. Prepare 2. Analyze and explore 3. Coach and offer insights 4. Act