Scope of Services
Describe workshop objectives, session length, number of participants, delivery method (in-person, virtual, hybrid), and any pre-work or post-session follow-up the facilitator will provide.
A concise Workshop Facilitation Agreement protects both facilitator and client by documenting expectations, fees, timelines, and risk allocation. Clear terms reduce payment disputes and scope creep, and make it easier to resolve disagreements through written records.
Use this agreement as a standard engagement contract, adapt it per project, and keep a signed copy for records and invoicing.
The provider signs to confirm availability, fees, deliverables, and IP terms. Their signature binds the facilitator company to the schedule, confidentiality obligations, and invoicing procedures for the engagement.
The client signs to confirm acceptance of dates, participant counts, payment terms, and venue responsibilities. The client rep is responsible for timely approvals and communicating scope changes to the facilitator.
Describe workshop objectives, session length, number of participants, delivery method (in-person, virtual, hybrid), and any pre-work or post-session follow-up the facilitator will provide.
List deliverables such as agendas, slide decks, handouts, recordings, and deadlines for drafts and final materials, plus milestone dates for review and acceptance.
Specify total fees, deposit amounts, payment schedule, accepted payment methods, late payment interest, and whether travel or materials are billed separately.
Set cancellation windows, refund rules, rescheduling fees, and conditions that allow postponement without penalty such as force majeure or public health orders.
Define confidential information, permitted disclosures, duration of confidentiality, and handling of participant data in compliance with applicable privacy rules.
Clarify ownership of original materials, license terms for client use, rights to recordings, and any restrictions on distribution or reuse of facilitator content.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature or PKI-based digital signature |
| Authentication | Email link, SMS code, or two-factor authentication |
| Reminder Schedule | Automated reminders at 1, 3, and 7 days |
| Storage Format | Save signed PDF/A with audit trail |
Ensure the platform retains an audit trail, supports required authentication, and can export a tamper-evident signed PDF.
Obtain signed agreement at least 7 business days before the workshop
Specify due dates such as Net 30 or deposit due on signing
Require attendee lists and accommodations 5–10 business days before event
State minimum notice (e.g., 14–30 days) for refunds or rescheduling
If applicable, issue 1099-NEC by Jan 31 for contractor payments
| 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 | Varies | Limited free plan | Limited free plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |