Team Building Board Retreat Document

Team Building Board Retreat Document

Organization Name:

Facilitator / Consultant Name:

Recitals

WHEREAS, Organization Name represents that it is the governing body responsible for oversight of its operations and desires a facilitated board retreat to strengthen governance, clarify strategic priorities, and improve team cohesion; and

WHEREAS, Facilitator / Consultant Name represents that they are experienced in leading board-level team building retreats and possess the expertise to design and facilitate sessions tailored to Organization Name's objectives; and

WHEREAS, the parties desire to set forth, in writing, the scope, schedule, compensation, confidentiality obligations, and other terms governing the engagement.

Scope of Work

Month:   Day:   Year:

Payment Terms

Total Fee: $ (inclusive of design, facilitation, standard materials; travel and accommodations may be additional as set forth below).

Payment Schedule: The deposit is due upon execution of this document. The balance of $ is due no later than Month: Day: Year: .

Late Fee: If any payment is more than days overdue, interest will accrue at per month (or the maximum permitted by law), plus reasonable collection costs.

Expenses

Travel and lodging expenses incurred by Facilitator / Consultant in connection with the retreat will be reimbursed by Organization within days of presentation of reasonable receipts, unless otherwise agreed in writing.

Term and Termination

Term Commencement Date: Month: Day: Year: .

Termination Date (if pre-specified): Month: Day: Year: .

Either party may terminate this engagement for any reason upon written notice to the other party. Notice Period: days. Upon termination, Organization will pay Facilitator for all services performed through the effective date of termination and for any non‑cancelable commitments made in good faith.

Confidentiality

Each party (the "Receiving Party") agrees to hold in confidence and not to disclose to any third party any non-public, proprietary, or confidential information disclosed by the other party (the "Disclosing Party") in connection with the retreat, including but not limited to strategic plans, financial information, participant personal information, internal assessments, and facilitation materials (collectively, "Confidential Information").

Confidential Information does not include information that: (a) is or becomes publicly available through no breach of this document; (b) is rightfully received from a third party without restriction; (c) is independently developed by the Receiving Party without use of the Disclosing Party's Confidential Information; or (d) is required to be disclosed by law or a valid court or governmental order, provided the Receiving Party gives prompt written notice and cooperates with the Disclosing Party to seek protective measures.

The Receiving Party shall use at least the same degree of care to protect Confidential Information as it uses to protect its own confidential information, but in no event less than reasonable care. Breach of this confidentiality provision will cause irreparable harm for which monetary damages may be insufficient; the Disclosing Party will be entitled to injunctive relief in addition to any other remedies available at law or in equity.

Representations and Warranties; Liability

Each party represents that it has the authority to enter into this document. Facilitator warrants that services will be performed in a professional manner consistent with industry standards. EXCEPT FOR THE FOREGOING WARRANTY, SERVICES ARE PROVIDED "AS IS" WITHOUT OTHER WARRANTIES. Facilitator's liability for claims arising out of or related to this engagement shall be limited to direct damages up to the amount paid by Organization under this agreement; neither party shall be liable for consequential, indirect, or punitive damages.

Governing Law

This document shall be governed by and construed in accordance with the laws of the State of without regard to conflict of law principles.

Entire Agreement

This document constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous oral or written agreements and understandings. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Additional Provisions

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