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Corporation Corp.
‍ Acme LLC.

Corporation Corp.

Acme LLC.

Corporation Corp.

Free Project Management Agreement Template

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Date: March 8th 2023



Acme LLC.

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.


1.1 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.


- 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.


3.1 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.


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).


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.


6.1 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.


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


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.


9.1 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.



Acme LLC.

Corporation Corp.
Table of contents

What is a project management agreement?

Project management agreements are legal documents that outline the budget, resources, liabilities and termination clauses for a project.

Once the agreement is signed by the company working on the project and their client, it acts as a helpful guide for both parties to understand the service agreement as it explains any liabilities, payment obligations, and project requirements.

Why you need a project management contract

A project management agreement is an important document for both parties involved to sign before any work starts.

Here's the reality—no company or client should be involved in managing a project that's decided over a handshake. A written project management contract does more than finalize timelines and lay out expectations for the work that will be done (although that's important, of course.) It protects both parties if there are damages, disputes or misunderstandings once the work starts.

If there are any disagreements about anything—whether it's how much the contractor should get paid or what expenses the client has agreed to pay—the project management contract will have the answers in black and white.

Let's take a look at the must-have elements that make up a legally binding project management contract.

What should be included in a project management agreement?

Detailed descriptions of the work

A project management agreement should outline each party's roles, responsibilities, and expectations once the project begins.

The contract should include basic details identifying both parties, including names, business entities, registered addresses, and phone numbers. Then, write a detailed description of the project's purpose and what deliverables the customer can expect in the project's timeframe.

The more detailed your project description is, the less chance of any scope creep occurring once work starts.

Schedule and appointments

The project management contract has to specify the start and completion date of the project.

It is advisable to break down the project into manageable deliverables and assign milestones to give your client an idea about how work will progress. A better schedule also gives you room for effective tracking and monitoring of delays.  

project management contract specifies the start and completion date

Payment details

It's important to include payment details and expectations in any project management contract.

This part of the agreement should outline project management fees and how the work will be priced. The contract also needs to detail whether the project is a fixed contract (known as lump sum contracts that are charged as a one-time service) or if it'll be a recurring project where the client pays either by the hour (using timesheets) or a retainer fee.

Booking and travel expenses

If any travel or booking expenses fall outside the payment schedule, the contract must stipulate which party is responsible for paying for them.

It should also be clear whether or not the project management company needs to have expenses pre-approved by the client.

Expenses clause should be included in your project management agreement


This is the section of the project management contract template where the company completing the work should include clauses that limit their exposure to legal disputes or liability in cases of damages or loss during the project.  

Project managers should also check that their insurance (for their employees and resources) is adequate to protect them for the project's duration.

don't forget to add liability and indemnity clause on your project management contract

Cancellation/termination clause(s)

Cancellation and termination clauses are essential elements of a project management agreement as it covers both parties financially if one pulls out of the contract.

The clause outlines how far ahead either party can back away from the agreement, how much notice they must give, and if they're obligated to pay a cancellation fee.

Other factors

Don't forget to include other essential small print clauses in your project management contract, like confidentiality clauses, competitive engagements, and ownership and licenses.

These pieces of a project management contract aren't usually the pieces either party focuses on. Still, they are vital (legally) if something happens, such as misusing copyright licenses or sharing information without content.

Simple project management contract template

Project management companies can spend a lot of time creating a contract from scratch (or paying lawyers an eye-watering amount of money to write one for them).

We've solved this problem for you by creating a (legally binding) project management contract template that includes essential clauses and details to protect both parties.

Here's a simple project manager contract template for you to use:

download a free project management agreement sample for your next project

What's the benefit of using Bonsai, instead of editing a template yourself?

Bonsai's project management contract has been approved by legal experts and is fully customizable, making it easy to change important elements to suit the needs of your next project.

Busy project managers already look to software to help them get their work done, so Bonsai's ready-made templates should be no exception. They can take the stress out of creating a legally binding contract and make it easy to change details like project pricing, invoice dates, and expenses with a couple of clicks.

And the biggest benefit is that instead of spending hours creating a project management contract template yourself—it's all done for you.

Want to use a Bonsai contract for your next project? Sign-up now to create a free project management contract that ticks all the legal boxes!

How to create a project management contract with Bonsai?

If you are a project manager, there are two options to create a project management agreement with Bonsai.

You can either download a simple project management contract PDF, or use our contract generator to customize and send a legally binding contract straight to your client's inbox.

Bonsai's contract generator allows you to make changes to liabilities, confidentiality clauses, and invoice dates.  Once you're happy with all the T&Cs, just click "create contract" and it'll be on its way to your client!

Project management agreement FAQs

What are the different types of project management contracts?

There are three main types of project management contracts: Fixed Price Contracts (FP), Cost Reimbursable Contracts (CR), and Time and Material Contracts (T&M).

What is the difference between project management and contract management?

The goal of project management is to manage, oversee, and achieve the project's stated goals. On the other hand, contract management is managing a contract between the two parties involved in a project (i.e., the contractor and the client.)

Frequently Asked Questions

Questions about this template.

How do you draft a project contract?

Sign up with Bonsai and customize one of our pre-made project management templates. They are legally reviewed so you'll know in your agreement, you'll be covered.

Do project managers write contracts?

Project managers may be involved in the contract development process. Project managers are more focused on the day-to-day tasks and progress of the entire project.

What are the 4 types of project contracts?

The four types of project contracts are lump sum, unit price, cost plus, and time and material contracts.