PMO Coaching & Mentoring Terms
Terms and conditions for PMO Learning’s Coaching and Mentoring Sessions
The terms and conditions below apply to all coaching and mentoring services provided by PMO Learning Limited (“PMOL”) to any individual or organisation (“the client”) and constitute the contract for the service to be provided by PMOL for the client. The term ‘coaching’ as used here covers personal coaching, executive coaching, and business coaching for clients, and where applicable includes mentoring or supervision services provided for clients, coaches, or others.
1. Agreement and Acceptance
In return for the fees payable by the client (or by a third party on their behalf), PMOL agrees to provide the service as described below and in accordance with these terms and conditions. The client agrees to pay fees for the service on the same terms. Where a third party pays the fees, they act as an agent on behalf of the client.
The date that the first coaching session takes place shall be deemed the official start date of the coaching service. Participation in the first coaching session constitutes acceptance of these terms and conditions.
2. Booking Structure
-
Minimum Booking: Coaching packages must be booked in a minimum block of 2 x 1-hour sessions.
-
Initial Familiarisation: Booking includes time for initial familiarisation with the assigned coach.
-
Booking Form: Clients must complete a booking form to capture and align on their coaching objectives prior to the commencement of sessions.
3. Usage Policy and Expiry Rules
-
Commencement Deadline: All coaching packages must begin before the end of the financial year in which they are purchased.
-
Usage Window: Once the first session is booked and completed, a usage window begins based on the number of coaching hours purchased.
-
🕒 Clients have as many months as coaching hours to complete their sessions.
-
Examples:
-
8 hours purchased = 8 months to complete the sessions
-
4 hours purchased = 4 months to complete the sessions
-
-
-
Sessions may be scheduled at flexible intervals to suit the coachee, as long as all hours are used within the defined time window.
-
Unutilized Sessions: Sessions not used within the designated timeframe will be forfeited, with no entitlement to a refund.
4. Session Duration and Format
-
Standard Session Length: 1 hour unless otherwise agreed upon.
-
Face-to-Face Coaching:
-
Minimum session duration: 3 hours
-
Pricing: Custom and subject to separate agreement
-
Venue: Agreed mutually; costs incurred by PMOL will be recharged to the client
-
5. Mode of Delivery
-
Sessions may be delivered:
-
By telephone, Zoom or Microsoft Teams
-
Face-to-face, where mutually agreed
-
-
The client is responsible for initiating contact for remote sessions at the scheduled time.
6. Rescheduling and Cancellations
-
Clients must provide a minimum of 48 hours’ notice to reschedule a session.
-
Sessions cancelled with less than 48 hours’ notice are non-refundable.
-
In the event PMOL must reschedule, we will use reasonable efforts to offer an alternative appointment that is mutually satisfactory.
7. Confidentiality and Data Protection
-
All coaching conversations and documents will be treated as confidential.
-
PMOL will not disclose information without the client’s prior permission, unless required by law.
-
All personal data is handled per PMOL’s Privacy Policy.
-
A confidentiality agreement will be signed at the start of the coaching arrangement.
-
PMOL will seek written consent before disclosing a client relationship for promotional purposes.
8. Responsibilities and Liability
-
PMOL aims to support clients in setting and achieving goals.
-
The client remains responsible for all actions and decisions arising from coaching sessions.
-
PMOL accepts no liability for the client’s outcomes, financial or otherwise, or for any perceived failure to achieve personal goals.
9. Termination of Services
In exceptional cases (e.g., illness, inappropriate behaviour, conflict of interest), PMOL may terminate coaching services early. In such cases:
-
The client will be given reasonable notice where possible
-
Refunds will be issued for any unused pre-paid sessions
10. Payment Terms and Invoicing
- Payments can be made via e.g., BACS, credit card, etc.
- Payment made via Invoice are payable within 14 days of the invoice date.
- Payment must be received in full 14 days before any coaching session takes place.
- Failure to make payment by the due date will result in the scheduled session being cancelled.
- For corporate packages, payment terms may be negotiated in writing.
11. Session Recording and Note-Taking
-
Sessions may be recorded or summarised by the coach for internal use only (if applicable).
-
Any such recordings or notes will be stored securely and in compliance with PMOL’s Privacy Policy.
-
Clients will be notified and asked for consent in advance if a session is to be recorded.
12. Code of Conduct and Mutual Expectations
-
Clients are expected to attend sessions punctually, engage openly, and communicate respectfully.
-
Coaches will maintain professional boundaries and ethical conduct in line with relevant coaching standards.
-
PMOL reserves the right to pause or terminate coaching in cases of persistent disruptive behaviour or non-engagement.
13. Service Suspension or Postponement
-
In exceptional cases, clients may request a temporary suspension of their coaching package.
-
Approval is at PMOL’s discretion and must be agreed in writing.
-
Extensions will not be automatic and may result in revised usage timelines.
14. Intellectual Property
-
Any materials provided by PMOL during coaching (e.g., worksheets, models, assessments) remain the intellectual property of PMOL.
-
Clients may use these materials for personal development but may not reproduce, distribute, or share them without written permission.
15. Feedback and Complaints Procedure
-
PMOL welcomes constructive feedback on the coaching experience.
-
Any complaints should be submitted in writing to course.admin@pmolearning.co.uk
-
We will confirm receipt of complaint within 5 working days and then proceed to investigate. We aim to ensure that all complaints are handled fairly, consistently, and promptly.
- All complaints will be handled with the utmost confidentiality. Information will only be shared with those who need it to investigate and resolve the complaint.