Hilltop Community Resources

Coach Session Log

Hello!

Thank you so much for being part of this pilot—I’m so excited to share the opportunity and see where this takes us! I’ve put together some information about the program that you might find helpful and have on hand. This page also includes the session log form, which I will use to invoice and report to the client. Please let me know if you have any questions as you move through the program.

Cheers

♡Kate

  • The program is expected to run for about six months. Each participant is allocated 12 one-hour sessions and assumes a bi-weekly cadence.

    They will schedule directly from a link you provide (unless you schedule for them during your sessions).

    Light email and follow-up are included in this fee, and if you are asked to do something that you feel extends beyond this, please let me know.

    I’ll check in with each of the participants at the three month mark (or after their 6th session). It’s a soft check on how they feel they’re progressing toward goals etc.. We aren’t measuring performance (not MPI trauma here).

    At the end of this first pilot, Hilltop will decide if they want to continue and at what cadence.

  • Your scheduling link should include reminders, ideally at 48 hours and again at 24 hours. If sessions are canceled or rescheduled with less than 48 hours’ notice but more than 24 hours’ notice, a $75 courtesy fee will apply.

    Cancellations made with less than 24 hours’ notice or missed sessions without notification will be charged at the full session rate and will count as one of their 12 sessions.

    In cases of emergencies or extenuating circumstances, these fees may be waived at the Coach’s discretion.

    You must complete the log form for a canceled session, even if you choose to waive the cancellation.

    If helpful, my general rule of thumb: if they cancel within 48 hours and immediately reschedule, I usually waive the courtesy fee.

    If they cancel within 24 hours, I tend to charge the session fee… unless they ask to reschedule and can do so within a day or two of the originally scheduled session.

    If they no-show, I always charge the cancellation fee—and a no-show for me is 15 minutes after the scheduled start time.

    I typically ping after 5 minutes and close out at 15 minutes. It’s ultimately your choice how to allocate these fees, so long as they align with the guidelines and practices I’ve shared.

  • Please use the form below at the end of each session to log its status and provide just a couple of pieces of feedback.

    This form also serves as the basis for my invoicing to the client.

    You should complete the form anytime there is a session on your calendar, regardless of whether the session completes, cancels, or reschedules.

    I need to present the sponsor a clean paper trail or participant’s participation and commitment to the program - it will help inform renewals.

    On the first of the month, I will compile all logged sessions, compare them against each participant's total allotment, and issue the invoice accordingly. This feeds directly to an update I provide to the President each month.

    The best practice is to complete the form immediately following the session or in the event of a late cancellation or rescheduling.

  • You do not need to invoice me directly. Those log forms inform the payment process, and you’ll be paid directly and based on those forms only.

    I will send you a reconciliation of all your logged events on the first of the month so that you know what’s included in your next payment.

    All sessions are paid at $200 USD. Cancellations at the between 24 and 48 hours are paid a courtesy fee of $75 . Cancellations made within 24 hours are paid the full session rate.

    You are in full control of how you want to manage cancellations (per my guidance in the cancellation policy section).

    I am invoicing in arrears and expect payment within 30 days, and I will reimburse you on a net 30 basis.

    I’ll electronically transfer funds to you based on the information you provide me with the MOU.

  • I am forgoing formal subcontractor agreements as this is a pilot program… and because I trust you all ♡ .

    Rather, I’ll use a general MOU that essentially outlines what’s here on this page as well as some additional relational terms.

    If this program extends or a broader opportunity to build business through this model presents itself, I’ll re-evaluate.

    We’ll work together to ensure I have all the necessary paperwork to support you.

  • Each participant is completing a proprietary assessment as part of this pilot program.

    The process will run alongside your coaching work. I will prepare and debrief each participant as the analysis is completed.


    Not everyone has completed the input work to kick off their assessment process, so it’s quite possible you will be well on your way with your client before this information is available. You can always check with me for an ETA.


    The participant will decide how they would like to use the outcomes of the analysis in their coaching work, and they are not under any obligation to incorporate them.


    They may ask that you participate in the debrief session with them, and that’s fine, but please remind them that your participation will count toward one of their 12 sessions.

    This analysis represents intellectual property I’ve created and use as part of my executive practice, and I appreciate your protecting it and treating it as highly confidential and proprietary.

Please complete the following form and let me know if you have any questions or issues. Thank you!