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Vision Board Worksheet Template
Vision Board Worksheet Template

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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

A vision board gives you a visual representation of the goals you want to achieve and the steps you need to take for them. With a vision board, you can conquer your fairs and doubts and resolve the problems on your way towards your dreams. It is also a helpful tool for life coaches to help their clients manifest their dreams and set goals for themselves.

But how can you help them create a vision board? Many coaches offer vision board worksheets to clients to help them think about what they want to accomplish professionally, personally, or academically. Read more to learn what the worksheet is and how it can help you.

What is a Vision Board Worksheet?

A vision board is a collection of words, images, and objects representing an individual’s goals or wishes. The vision board is designed to motivate or inspire an individual. When it comes to the vision board worksheet is a worksheet that includes multiple questions or several statements that allow you to understand what you should include on your client’s vision board. By filling out the vision board worksheet, you can understand their goals and the need for the vision board.

With a worksheet, an individual can create visual representations of goals and objectives through a collage of words and pictures. The visual board worksheet serves as a daily reminder of what your client wants and encourages them to make their vision a reality.

Benefits of Using a Vision Board Worksheet to Coach Clients

Get Clarity on Goals

A vision board worksheet is an ideal tool that helps your client get clarity on the goals they want to achieve. It can help them bring awareness to what matters most so they can focus right things in their life.

Offers Motivation

While vision board has plenty of benefits, people often find them hard to create. With a worksheet, you can motivate them to create their vision board that will act as a first step toward success.

Helps in Visualization

A vision board worksheet is ideal for visualizing what element you need to add to your client’s board. Visualization can help you create an effective board.

What Things Need to be Included in the Vision Board Worksheet?

A vision board worksheet should include all the important elements to create a board. You need to create a worksheet with space to add images that need to be included. Additionally, incorporating affirmations is also necessary. The affirmations should be something that reflects the goal and objective of your client.

Besides that, the worksheet needs to answer all the important questions that will help to create the board. This includes what type of vision board you need for your client, their goals, what encourages them to set a particular goal, and what quote motivates them the most. Your client will give their answer to help them create a plan for the vision board.

The last and most important thing is that a worksheet should include the steps to create the vision board. It should clarify each step so that the person can follow the steps to bring the physical form of the vision board.

4 Types of Vision Board Worksheets

1) Vision Board Worksheet with Categories

This type of vision board worksheet is simple and includes no pictures. Instead, this worksheet has different categories that allow individuals to write their goals based on their different goals regarding different aspects of life. For instance, this sheet can include categories like professional goals, personal goals, health goals, and couple goals.

2) Simple Worksheet

This is a worksheet with a space that allows you to write anything you want to help create a vision board for your client. It simply gives you space to create a plan for the board. To create the vision board, you can write their goals, affirmations, images, and steps.

3) To-Do List Vision Board Worksheet

Goal list and to-do list- this worksheet has both. It’s divided into two parts. In one space, you need to write goals; in other areas, you have to mention the entire thing they need to do to achieve those goals.

4) Worksheet with Images, Affirmations, and Much More

It’s another type of vision board worksheet that allows you to add every type of element so that your client can visualize their vision board. This will help you create a super-inspiring board that will motivate them to achieve their goals.

How to Create a Vision Board Worksheet exercise

Steps to Create a Vision Board Worksheet

Wondering is there any steps to create a vision board worksheet? Well, while you can create a board based on your own preferences, a vision board can only do the trick if it has all the elements that can motivate you to achieve your dreams.

This can only be possible with the right vision board worksheet. To create a proper worksheet that covers all the important aspects that could revolve around the visual board, you need to consider some important factors. Here are the steps that you should follow for a perfect worksheet.

  • Search for some examples of worksheets on the internet to get inspired
  • Gather material to create a sheet
  • Take some time to clarify your client’s vision
  • Think about what type of goals an individual can have
  • Start with the most important things like name, interest, and values
  • Add a section for goals
  • Make sure to create a section for the thing a person needs to do to achieve the goal
  • Consider the type of vision board you need to create for your client
  • If the type of board you have chosen needs to have images of goals, assign an area on a worksheet for the images
  • Give space for goal setting

Tips to Create a Worksheet

Choose Your Goals

If you want to create a vision board for your client, you need to compel them to think about the goals they want to achieve. They should take the time to think about their dreams and what success they want to attract.

Understanding these goals will help you create a worksheet and a visual board with them. Also, make sure the goals are clear. If not, you might end up with a vision board that offers a complex message. This way, it will not offer the strength and courage they need to achieve their goals.

Opt for Images

While images are not necessary, they can have a great impact on you whenever you see them. Image can help you visualize success and boost your confidence to work for it. Therefore, adding as many pictures as possible is best to create an appealing vision board that brings your clients closer to their dreams.

Write Affirmations

They can help you focus your energy on achieving your desires for yourself and create a strong sense of self-belief. Positive affirmations are a powerful tool that helps to create positive changes in your life. They can constantly remind you of the importance of things you need to achieve in your life.

Mention Steps to Achieve a Goal

While you will be creating a worksheet, it should include the steps that are important for the client to achieve their aims. These benchmarks will help them take small steps that help them get closer to their dreams.

Using the Vision Board Worksheet

Once you create a vision board worksheet, you can start working on the vision board with your client. Use your worksheet as the primary source of information. Also, check what you mentioned to add to the vision board. Collect the materials, such as images, markers, sheets, and cardboard, and start adding the elements to the board.

Make sure that the goals are clear and easily understandable. Also, write the affirmations big enough that you can read from far. Another important thing is that you need to update your vision board now and then.

Ask your clients to review their vision board every month and see what steps they have taken and what goals they have achieved. They may tick things they have completed or remove them from the board. Also, they can add more goals they plan to achieve in the future.

Frequently Asked Questions

How do I choose the right images for my worksheet?

Opt for images that truly represent your goals. For instance, if you want to travel to different countries, add pictures of countries where you want to go. Any picture that can help you manifest your goals will do the trick.

Can I use a vision board worksheet for business goals?

Yes! A vision board worksheet is ideal to use for every type of goal. Whether business, personal, or financial, you can use a vision board to make your dream come true.

How long does it take to see results from using a vision board worksheet?

There is no definite time. Although a vision board will help you set goals and work towards them, you need to put in great effort and energy to get to the point you visualize. The vision board will not do anything if you don’t do anything. But if you are working hard and using a vision board, you can expect to get results soon.

Can I make changes to my worksheet after I’ve completed it?

Of course, you can add or eliminate things in the worksheet. Once you create a worksheet, you should review it, and if you find anything you need to change, you should go for it. But it’s best to check the worksheet multiple times before creating the vision board.

What is the difference between a vision board and a vision board worksheet?

Vision board and vision board worksheet are different. A worksheet allows you to plan for your vision board and how you can create one. It helps you create steps, what elements you need to add to your vision board, and your goals. On the other hand, a vision board is a complete board that you can keep in your room. This helps you value your success daily and keeps you motivated for the future.

Conclusion

In a nutshell, a vision board worksheet is the simplest and most effective way to create an effective and promising vision board for your clients. A proper worksheet will help ensure the success your clients always dream of. So, don’t wait and create a worksheet for them. You can also get help from Bonsai to get a perfect worksheet for your client’s goal

Frequently Asked Questions
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Vision Board Worksheet Template

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.