Scope of Work
Define session topics, duration, frequency, and delivery method. Specify measurable objectives or milestones so progress is demonstrable.
A written agreement sets clear expectations about services, fees, confidentiality, and performance measures, reducing misunderstandings and legal exposure. It protects sensitive information, allocates responsibility for scheduling and cancellations, and documents consent for recording or data handling.
Employers and HR teams use this agreement when arranging paid coaching; coaches use it to document service terms and protect intellectual property.
Use the agreement to confirm responsibilities for recordings, accessibility, accommodations, and any required data privacy addenda before coaching begins.
Define session topics, duration, frequency, and delivery method. Specify measurable objectives or milestones so progress is demonstrable.
State fees, invoicing cadence, who pays (employer vs employee), late-payment penalties, and expense reimbursement rules.
Limit use and disclosure of personal data and recordings. Include provisions for protected health information if sessions touch on medical details.
Specify whether sessions are recorded, how recordings are stored, who has access, and retention periods for those recordings.
Describe notice periods, grounds for immediate termination, and obligations on termination such as final payments or return of materials.
Identify the state law that governs the agreement and any required dispute resolution process such as mediation or arbitration.
| Field | Configuration | Purpose |
|---|---|
| Authentication Method | Email link or SMS code | Verifies signer identity |
| Signature Field Type | Typed or draw | Captures intent to sign |
| Conditional Fields | Show recording consent only if checked |
| Reminder Schedule | Automated reminders every 3 days |
Choose an eSignature platform that supports secure authentication, audit trails, and the file formats your team uses.
Confirm integration with your payroll and HR systems and ensure the platform can enforce conditional fields and retain a robust audit trail for compliance.
Enter the effective date in MM/DD/YYYY format
List each session date or phrase 'weekly on X' for recurring sessions
Specify net terms, e.g., Net 30 from invoice date
Typical 14–30 days' written notice
Specify timeframe for delivery and access
Manager requests coaching; HR approves budget and scope.
Parties sign the agreement and confirm the schedule.
Sessions occur per schedule and coach submits session notes.
Coach delivers final report and employer archives records.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium+) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A multinational company contracts a coach for onboarding English proficiency training
A manager funds one-on-one accent coaching tied to customer-facing metrics
Typically signs on behalf of the employer or approves the engagement and confirms budget. This person coordinates scheduling, ensures compliance with HR policy, and retains the executed agreement in the employee’s personnel file.
Signs to acknowledge participation, consent for recordings, and understanding of how coaching relates to performance reviews. The employee’s signature documents consent and any accommodation needs.