HR Coaching Scope Document

HR Coaching Scope Document

Parties and Engagement Overview

This Coaching Scope Document ("Scope") sets forth the terms under which HR/Organizational Development and the Participant will engage in a professional coaching relationship intended to support performance development, leadership capability, and job-related objectives.

Personal and Position Information

Coaching Scope, Objectives & Deliverables

Primary coaching objectives (specific, measurable objectives the Participant and Organization expect to achieve during the engagement):

Agreed deliverables (documents, action plans, assessments, session reports):

Duration, Schedule, and Logistics

Coaching Start Date:    Coaching End Date (anticipated):

Delivery Mode (select all that apply):

Roles, Responsibilities & Expectations

Participant responsibilities (preparation, action plan execution, attendance):

Coach / HR responsibilities (session facilitation, coaching tools, confidentiality obligations):

Confidentiality, Records & Data

Confidentiality: Except as required by law or organizational policy, personal coaching session content will remain confidential between the Participant and the Coach. The Participant understands that aggregated, de‑identified program data may be reported to leadership for measurement. Specified exceptions to confidentiality include disclosures of imminent risk of harm, illegal activity, or written consent to share identified information.

Measurement, Reporting & Success Criteria

Key performance indicators and measurable outcomes:

Reporting cadence (e.g., mid-point progress report, final summary to manager/HR):

Fees, Budget & Approvals

If applicable, the following budget, fees, or cost centers apply to this engagement:

Termination, Cancellation & Amendments

Either party may terminate this coaching engagement upon written notice. Where termination is for cause, the terminating party shall provide a written statement of reasons. Fees for services rendered to the date of termination are payable in accordance with the agreed payment terms. Any amendment to this Scope must be made in writing and signed by both parties.

Legal Notices, Employment Statements & Authorizations

At‑Will Employment: Nothing in this Scope alters the at‑will nature of employment. The Participant's employment may be terminated with or without cause or notice, except where a separate employment agreement states otherwise.

Equal Opportunity: The Organization is an equal opportunity employer. Coaching opportunities are provided without regard to protected characteristics.

Authorization to Contact Prior Employers and Conduct Background Checks:

By checking the box below, the Participant authorizes the Organization to contact prior employers and to conduct background checks and reference checks as reasonably necessary to validate employment history or for program administration.

Employment History (Most Recent)

Education

References (Professional)

Reference 1

Reference 2

Reference 3

Applicant / Participant Certification & Authorizations

I certify that all information provided in this Scope and accompanying materials is true, complete, and accurate to the best of my knowledge. I acknowledge that I have read and understand the confidentiality, reporting and termination provisions of this Scope. I authorize the Organization to verify any information provided, including contacting prior employers and professional references as necessary for program administration.

Additional Notes

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