SOLID Confidentiality and Boundaries Agreement

Dear Executive,

SOLID’s Confidentiality and Boundaries Agreement describes mutual expectations that form a solid foundation for your success in any trial or paid coaching relationship you (“Leader”) may have with SOLID (“Coach”). They track with SOLID’s five core values: Serve, Order, Lead, Integrate and Design.

SERVE – SOLID will serve you with a passion for excellence.

I, Leader, agree to allow you, Coach, to serve me and act in my best interests always, even when it may not feel good. I will:

• Openly discuss issues, solicit direct, candid feedback, and ask you to hold me accountable.
• Avoid becoming defensive or deflecting constructive criticism.
• Try new behaviors, even if uncomfortable, awkward, or seemingly unnatural at times.

I, Coach, will serve you, Leader, to the best of my ability. I will:

• Provide candid and direct input and observations.
• Avoid being overly diplomatic—I will give you pure, unvarnished feedback.

ORDER – We will order and structure coaching to maximize success.

• Follow SOLID’s strategic four-phase approach (Phase 1 – Orientation: Learn how to use a coach; Phase 2 – Assessment: Gain an accurate assessment of your needs; Phase 3 – Goals: Set SMART, written goals; Phase 4 – SOLID Coaching: Gain regular coaching following SOLID’s proven model, described in the next bullet, below).
• Follow SOLID’s tactical session management approach (Step 1: Leader develops an agenda prior to or at the beginning of each session; Step 2: Leader and Coach review Leader’s agenda; Step 3: Coach recommends changes to agenda when deemed useful; Step 4: Agenda is prioritized; Step 5: Leader drives the agenda, which is followed in order of prioritization; Step 6: Leader takes notes; Step 7: Leader captures actions).
• Review previous coaching session notes and homework prior to each new coaching session.
• Manage the clock; begin and end each 25- or 55-minute session on time (with a 5-minute grace period).
• Schedule my next session at the end of every completed coaching session.
• Maintain the coaching frequency I have agreed to with Coach.
• Be realistic, allowing a 5-minute grace period before anyone is officially “late.”
• Provide one (1) full working day’s notice when rescheduling a coaching session.

• Help you to understand how to best use me as your coach and get the most out of coaching.
• Guide you through SOLID’s Four-Phase Strategic Coaching Method.
• Guide you through each coaching session using SOLID’s Session Management Method.
• Ensure there is a good fit between your needs and my capabilities; if there is not, I will help you find another SOLID coach who may be a better fit.
• Return emails and phone calls within one business day unless unavailability is communicated in advance.
• Use SOLID’s Seven Actions of a SOLID Coach: Asking, Guiding, Mentoring, Suggesting, Referring, Reflecting, and Cheerleading (see diagram at the top of this page).

LEAD – We fully support your growth as a leader by encouraging you to take the lead in coaching.

• Challenge Coach’s advice when appropriate, and ultimately make up my own mind.
• Choose what to work on and “own” those choices.
• Avoid asking or permitting Coach to be overly prescriptive.
• “Filter” all coaching through my own set of beliefs and experiences.

• Encourage you, Leader, to challenge my advice.
• Avoid being overly prescriptive or “armchair quarterbacking”; I will not tell Leader what to do.
• Encourage Leader to “filter” my advice and recommendations.

INTEGRATE – We integrate our values with our actions, maintaining integrity in the relationship.

• Use discretion in what I repeat to others regarding what Coach says to me.
• Maintain confidentiality of any sensitive information Coach may reveal to me.
• Be open and transparent with Coach.

• Avoid conflicts of interest that compromise my integrity.
• Maintain complete confidentiality unless otherwise discussed and agreed.
• Serve as a positive role model; I will consciously model behavior for you.
• Ask for performance feedback once per quarter (e.g. “How am I doing as your coach?”).

DESIGN – We will design a coaching plan that will produce transformational results.

• Create Plan with written, specific, measurable, actionable, realistic, timed goals.
• Review Plan on a monthly basis.

• Help you gain additional tools and resources needed to achieve the goals in Plan.
• Help you measure progress.
• Provide encouragement and support.
• you accountable for reaching your full potential, pushing you when appropriate.

We agree to abide by our respective commitments contained herein, as indicated by our signatures.

NOTE:Review these Agreements quarterly to ensure you are getting the most from SOLID coaching.

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