Coaching, Consultancy and Facilitation Terms

1. Scope and booking

The Proposal, quotation or booking confirmation describes the Service, price, dates, deliverables and any material assumptions.

A website enquiry or availability request is not a confirmed booking. A booking becomes binding when the essential terms have been agreed and I accept the instruction in writing, for example through an accepted Proposal, booking confirmation, email instruction or accepted purchase order.

I will aim to identify or link these terms in the Proposal, booking correspondence or confirmation. An invoice may be issued before, at around the same time as, or after booking confirmation depending on the Client's procurement process.

2. Service boundaries

I provide workplace conflict coaching, facilitation, speaking, project work and related consultancy.

Unless expressly stated in the Proposal, I do not provide therapy, counselling, diagnosis, medical treatment, legal advice, regulated clinical supervision, HR investigation, findings of fact or representation in employment or legal proceedings.

The Client remains responsible for its own HR, employment, legal, safeguarding, clinical, operational and management decisions.

3. Conflict coaching

Conflict coaching is one-to-one developmental support focused on workplace conflict, working relationships, communication patterns or preparation for difficult conversations. It is not therapy, counselling, legal advice, HR advice or mediation.

Where an organisation pays, it is the Business Client for payment and administration and the individual is the Coaching Participant.

Unless a different three-way arrangement is expressly agreed with the Participant in advance, the Business Client receives administrative information only, such as whether an agreed session took place and whether the agreed programme has been completed. I do not routinely report session content, what the Participant said or an assessment of the Participant's views or conduct.

An organisation-sponsored coaching session can normally be moved without charge with at least 48 hours' notice. With less than 48 hours' notice, or for non-attendance, the full fee for that reserved session may be charged. If I readily refill the same slot with equivalent paid work, I will take that into account rather than recover twice.

Where a multi-session programme ends early, sessions already supplied remain payable. Future unreserved sessions are not automatically forfeited unless the Proposal clearly and reasonably priced the programme as a fixed non-severable commitment.

4. Consultancy and project work

For substantial bespoke work, the Proposal should identify the material stages or deliverables. These may include discovery, research/review, design, drafting/build, Client review, revisions, delivery and handover.

Where substantial development is separate from live delivery, the preferred approach is to price it separately so that completed work and reserved future delivery can be distinguished.

The Client will provide information, source materials, policies, brand assets, technical requirements and approvals reasonably required by the agreed timetable and confirms it has the rights needed for material it asks me to use.

A review round means a consolidated set of reasonable comments on the relevant draft. A materially changed brief, additional deliverables, new audiences, extra stakeholder rounds or extra meetings may be additional work. I will explain the effect on price or timing before carrying it out.

Minor corrections needed because I have not followed the agreed scope do not count as paid additional work.

5. Facilitation, speaking and events

The Proposal should identify the event/session, format, duration, topic or brief and any material output.

Ordinary briefing and preparation for an established talk or facilitated session are included in the agreed fee unless the Proposal says otherwise. Substantial commissioned research, design or bespoke materials can be separately priced.

The Client/organiser is responsible for matters within its control that are reasonably needed for delivery, including accurate event information, a suitable room or platform, agreed AV facilities, a named event contact, reasonable access for testing/setup and any organiser-led recording or photography permissions.

A facilitation service does not automatically include formal minutes, an investigation, findings of fact, a certified record of decisions, an action plan or a written report. Any such output must be identified in the Proposal.

6. Fees, expenses and payment

The Proposal states the fee and what is included. I am not currently VAT registered and do not currently add VAT.

Invoices are payable within the period stated in the Proposal or invoice and normally no more than 30 days from invoice date unless another arrangement is agreed.

Travel, accommodation, venue and other third-party costs are recharged only where the Proposal says they are chargeable or the Client agrees them in advance.

For qualifying overdue commercial debts I reserve my statutory rights under the Late Payment of Commercial Debts (Interest) Act 1998 and related legislation.

7. Cancellation, postponement and completed work

For consultancy, facilitation, speaking and similar reserved live delivery, unless the Proposal says otherwise:

Work properly completed before cancellation remains payable according to the Proposal. Agreed non-refundable third-party costs already reasonably incurred also remain payable.

Where substantial project/development work and live delivery are separately priced, the cancellation percentage applies only to the future reserved delivery component. I will not recover twice for the same work or loss.

One postponement may normally be agreed without a cancellation charge where at least 14 calendar days' written notice is given and we agree a replacement delivery date within three months. Further or later postponements may be treated as cancellation and rebooking.

Conflict coaching session cancellations use the separate 48-hour rule in section 3.

8. Client delay and changes

If Client information, feedback, access or sign-off is materially late, I may adjust the timetable by a reasonable amount.

A lengthy Client pause may require a revised timetable or fee where restarting creates material additional work, but I will explain and agree that before charging it.

A material change to scope, price or deliverables must be agreed in writing.

9. Confidentiality and data

Each party will treat genuinely confidential information received in connection with the Service with appropriate care and use it only for the agreed purpose.

I may disclose information where reasonably necessary to deliver the agreed Service, obtain confidential professional/legal/insurance advice, comply with law or address a serious safeguarding/risk issue where disclosure is lawful.

Personal data is handled in accordance with my Privacy Notice.

Conflict coaching has the additional confidentiality arrangements set out in section 3.

10. Materials, deliverables and recording

My pre-existing materials, frameworks, methods, know-how, code/components and reusable learning structures remain my intellectual property.

Client-supplied material remains the Client's.

Unless the Proposal expressly transfers ownership, bespoke deliverables I create are licensed, once the relevant fees are paid, for the internal purpose stated in the Proposal.

Editable/source files, raw authoring files and working drafts are supplied only if the Proposal says they are included.

Speaking or facilitated sessions may not be recorded, broadcast, live-streamed or republished without prior written agreement. Where recording is agreed, the Proposal should state the permitted use.

11. If I cannot deliver

If I cannot deliver because of illness, bereavement or another genuine problem, I will tell the Client as soon as reasonably possible and offer a suitable replacement date where practical.

I may offer a suitably qualified associate where this is appropriate and consistent with the Proposal. I will not substitute a confidential one-to-one practitioner without appropriate agreement.

If no suitable replacement can reasonably be agreed, I will refund any prepaid fee for work I cannot provide.

Neither party is responsible for delay caused by events genuinely outside its reasonable control, provided reasonable steps are taken to reduce disruption.

12. Liability, complaints and general terms

I will provide the contracted Service with reasonable care and skill but do not guarantee a particular employment, organisational, relationship, personal or commercial outcome.

Subject to liabilities that cannot lawfully be limited and only to the extent the limitation is reasonable under applicable law, my aggregate liability to the Business Client arising from a particular Proposal is limited to the total fees paid or payable under that Proposal. I am not liable for indirect or consequential loss or loss of profit, revenue, anticipated savings, business opportunity or goodwill to the extent permitted by law.

Nothing limits liability for death or personal injury caused by negligence, fraud or fraudulent misrepresentation, or liability that cannot lawfully be limited.

Complaints are handled under my Complaints Procedure.

The version of these terms incorporated when the booking is agreed continues to apply unless we later agree a lawful change.

The agreement is governed by the law of England and Wales and the courts of England and Wales have exclusive jurisdiction unless the Proposal expressly agrees another position.

Questions can be emailed to info@jakemorrison.co.uk.