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The Wilson Co

Executive Coaching Packet

Welcome to Coaching! I look forward to working with you to reach the goals and results that are important to you. Fill in the box below by answering the following: What do you want to achieve in coaching by the end of our time? What would your personal and professional life look like, if in 3–4 months you had finished coaching and it was a wildly successful engagement for you.

Executive Coaching Agreement

Parties

This is a coaching agreement between the client, and the coach, Morgan Wilson.

Confidentiality

All information (documented or verbal) that the client conveys to the coach is confidential and is not shared with anyone else, unless the client chooses to share it. We recognize that the client may have the following: future plans, business dealings and other proprietary information. The coach will not at any time, either directly or indirectly, use any such information for the coach's own benefit. The coaching relationship is not privileged and, as such, a coach's records on a client can be subpoenaed. I do not reveal or discuss any aspects of it with anyone else, unless under subpoena or I am required to report as a professional, a threat of serious harm to yourself or others.

Nature of Relationship

A client enters into coaching with the understanding that he or she is responsible for creating his or her own goals, choices and results. Client employs the coach for the purpose of advising and supporting the client with respect to life skills, communications skills, business and professional objectives, networking skills, interpersonal relationships and/or for providing the client with a structure for identifying and moving towards goals. The coach has experience in such matters and agrees to render such services.

The coaching relationship is in no way to be construed as psychological counseling or any type of psychotherapy. My signature on this information means that I understand and accept that I am a client for a coaching program, not for therapy.

Length of Agreement and Payment
  • This is a standard coaching agreement of 1 session + add ons with possibility for extension after first session.
  • Client is not responsible for paying as previously discussed between both parties.
Extra Time

You are welcome to, and I encourage you to call me between scheduled times if you need advice, have a problem or can't wait to share a success.

Termination
The client may cancel this contract at any time. Notice of cancellation must be in the form of a conversation.
  • If paying monthly, payments made shall be considered payment-in-full for the coming month of coaching. If the client desires to cancel the contract, the money paid for that month will not be returned, unless in the event of an emergency.
  • In the event of monies owed at the time of cancellation, full payment is due and payable.
  • Payments made in advance for sessions can be refunded proportionately to services rendered and by agreement between parties.
Scheduling
  • Please allow for at least 12-hours notice for rescheduling. You may text me anytime to let me know we have a scheduling issue. If it is inside the 12-hour request, it is billable.  Initial:
  • If you have a true emergency, I will work with you to reschedule our missed session.
  • If you can't make it in person, we can always do a phone call, Facetime or Zoom.

The preceding Coaching Agreement is intended to provide clarity and establish the business framework that we agree to work within. Please sign and return one copy of this Coaching Agreement. Retain one copy for your records.

Client has read and agrees to the above

Pre-Coaching Inventory

This inventory is used to rate your level of fulfillment in seven areas of your life. On the line to the left of the question, using the scale given below, write the number that corresponds to the level of fulfillment existing for you right now. (If the question is not applicable to you, simply write N/A.) Calculate your average score in each area by adding the numbers and dividing the total by four.

0 1 2 3 4 5 6 7 8 9 10
0 = Unfulfilled  |  5 = Fulfilled  |  10 = Ultimate Fulfillment
1 — Relationships
How fulfilled are you with your most intimate relationship?
How fulfilled are you with the relationship with your immediate family members?
How fulfilled are you with your work relationships?
How fulfilled are you with your friendships?
Total ÷ 4 = Average Score:
2 — Environment
How fulfilled are you with the current location of your home?
How fulfilled are you with the current organization of your home?
How fulfilled are you with the work space of your business?
How fulfilled are you with the amount of natural beauty and tranquility in your environment?
Total ÷ 4 = Average Score:
3 — Fun
How fulfilled are you with the amount of time you have to relax?
How fulfilled are you with the amount of time you have to spend on fun activities?
How fulfilled are you with the quality of your fun time?
How fulfilled are you with the number of fun-people in your life?
Total ÷ 4 = Average Score:
4 — Finances
How fulfilled are you with the amount of money you have?
How fulfilled are you with the amount of money you keep?
How fulfilled are you with how you spend your money?
How fulfilled are you with your relationship to money? (i.e., Do you feel free of money stresses, are you financially free?)
Total ÷ 4 = Average Score:
5 — Spiritual Life
How fulfilled are you with your spiritual life?
How fulfilled are you with your plan for personal growth?
How fulfilled are you with your relationship with yourself?
How fulfilled are you with your relationship with or without a higher Power?
Total ÷ 4 = Average Score:
6 — Career
How fulfilled are you with the way you use your talents on the job?
How fulfilled are you that you are doing something in your career that you love?
How fulfilled are you that the work you do has value to society?
How fulfilled are you with knowing and living a higher purpose in life?
Total ÷ 4 = Average Score:
7 — Health
How fulfilled are you with your diet?
How fulfilled are you with the amount of time you exercise?
How fulfilled are you with the amount of rest you are currently getting?
How fulfilled are you with the amount of self-care you currently give yourself?
Total ÷ 4 = Average Score:

Summary of Average Scores

Based on your scores, what are the areas on which you would like to focus during coaching? Choose your top two goals.

1.
2.

How Coachable Are You?

Check the box below that comes closest to representing how true each statement is for you right now. In order for coaching to serve you well, you need to be at a place in life where you are coachable. This assessment helps your coach, and you, discover how coachable you are at this time.

Rate each statement from 1 (less true) to 5 (more true).

0