Agreements
DiversiCorp LLC operates with a clear understanding of its its agreed-upon services in a written form. There are three types of agreements: Memo of Understanding, Coaching Agreement and the Consulting Services Engagement Agreement. All three cover general issues like billing, non disclosure and confidentiality and the basis by which services are provided. All require consent and signature by the client.
Coaching services are agreed upon in one of two documentary forms.
The first of which is the Memo of Understanding (MOU). The MOU is utilized to establish mutual consent to the terms and conditions by which individual or a series of individual coaching sessions will be provided. In general terms it states the objectives of the coaching sessions, the duties of the coach and client, the timing, the fee arrangement and understanding that the sessions are provided on a best-efforts basis without any specific outcome implied or warranted.
The second is a slightly more formal Coaching Agreement (CA). The CA goes further to outline the programmed processes or steps taken in the more complex service offering. It also includes a reasonable-efforts statement that the client will, in good faith, follow through with their contribution of requested information and honest communications with the coach. It discusses termination by either party and any cause issues. The CA establishes more detail about the billing process including the amount due in advance, when a final balance is paid and any credit or refund policy if one applies.
Consulting is agreed upon utilizing the Consulting Services Engagement Agreement (CSEA).
The CSEA is similar to the CA but goes into more depth about the duties and responsibilities of the consultant and the client. It also offers more details about objectives, the authorities to be granted the consultant, the limitations of liability, any limited powers of attorney granted, reporting processes and other related issues. It also discusses referrals/outside fees, agreed disclosures, non disclosure/confidentiality, and clarification about expressed or implied warranties or outcomes as a part of the services rendered.
Legal Privilege
It is important to note that while all work with coaching or consulting clients is strictly confidential, DiversiCorp LLC nor any member, director, contractor, agent or partner service is exempt from making disclosure under order of any competent judicial authority. To be clear, if illegal or fraudulent acts have been disclosed, DiversiCorp and its affiliates may be ordered to divulge such information under legal order, and only a lawyer has the right to legally privileged communications with a client. If not compelled legally and otherwise not in violation of law, such matters will be considered confidential as moreover described in the DiversiCorp LLC Code of Ethics.
