Scope of Services
Describe coaching activities, number and length of sessions, assessment tools, deliverables, and any follow-up support. Be explicit about what is not included to avoid scope creep.
A formal HR Coaching Services Agreement sets expectations, protects confidential personnel data, and defines legal rights for both parties. It reduces misunderstandings about deliverables, clarifies payment schedules and cancellation terms, and provides a contractual basis for remedies if either party breaches the arrangement.
Use this template when you need clear scope, data handling rules, and payment terms tailored to HR-related coaching services.
An authorized company representative (HR director, VP of People, or procurement officer) should sign. The signatory confirms budget approval and enforces company policies; include job title and authorization statement.
The individual coach or vendor owner signs to accept scope, confidentiality, and payment terms. If an agency supplies the coach, include the agency name, signer title, and a statement of authority.
Describe coaching activities, number and length of sessions, assessment tools, deliverables, and any follow-up support. Be explicit about what is not included to avoid scope creep.
List concrete outputs such as progress reports, session summaries, or training materials, and tie them to dates or session counts so performance can be measured.
State the fee structure (hourly, per session, package), invoice timing, payment methods, late fee terms, and whether expenses are reimbursable.
Specify confidentiality obligations, permitted disclosures, data handling, and any required HIPAA or other privacy safeguards when coaching involves protected health information.
Define contract start and end dates, renewal terms, cancellation rights, notice periods, and obligations upon termination, including final invoicing and return of materials.
Identify governing law, venue, and whether mediation or arbitration is required. Specify attorney fee allocation and survival of confidentiality provisions.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing depending on approval chain |
| Authentication | Email-only, SMS code, or advanced methods per risk tolerance |
| Conditional Fields | Show or hide fields based on prior answers to reduce errors |
| Notifications | Enable reminders and completion notices to signers and administrators |
Choose options that support your compliance needs (BAA, audit logs, and advanced signer authentication) and align with IT policy.
Contract begins on the Effective Date entered in MM/DD/YYYY format
Specify payment due within X days of invoice (e.g., 30 days)
Specify how far in advance sessions must be scheduled or rescheduled
State required notice for automatic renewal or nonrenewal
Retain executed agreements per retention policy and applicable law
Define scope, fees, and confidentiality, then reach mutual agreement
Collect participant information and schedule initial sessions
Execute scheduled sessions and provide interim reporting
Deliver final report, reconcile invoices, and archive 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (available on higher tiers) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |