Coaching Scope & Boundaries
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For Life Coaches · Plan · CA$5
Document coaching focus, excluded therapy or professional services, communication limits, emergencies, and referrals.
Included editable fields
- Life Coach
- Client / Customer / Authorized Party
- Coaching Format / Location
- Client Goals
- Coaching Period
- Session Schedule
- Communication Method
- Referral / Emergency Contacts
- Plan Date
- Service / Job Location
- Job / Service Type
- Scope / Purpose
- Included Services / Tasks
- Schedule / Milestones
- Materials / Equipment
- Client Responsibilities
- Pre-Start Confirmations
- Known Risks & Disclosures
- Limitations & Exclusions
- Plan Authorization / Approval
- Plan Checklist / Activity Log
- Outcome / Follow-Up
- Record Timestamp