25-03-2026

$FIRSTNAME$ $LASTNAME$

$CLIENTCOMPANY$

$CONTACT_EMAIL$ 

 Proposal for Coaching Engagement

Thank you for considering my proposal for a coaching engagement with your organization.

I am sure you know that successful coaching requires the right chemistry between the coach and the client/coachee. This is a crucial step towards the client’s success involving working together for months or years. Each client is considered an individual; their challenges & needs and their preferred way of working are just like the individual.

My goal is to provide value to your organization by delivering benefits that exceed the coaching investment and support you in achieving your goals.

I have outlined the coaching framework, coaching process, the coaching plan (preliminary draft), the coach profile, and the commercials for the coaching engagement as requested by you.

Coaching Framework

Approach:

• A complimentary exploration call (60 minutes duration) will be offered to the client to assess “coach-client fit” before concluding the formal engagement with the organization.
• Mentor/Sponsor to review progress on the coaching plan (sample plan is attached as an Excel file)
• Coaching might include different techniques and tools such as role playing, strategy setting, goal-driven conversations, just-in-time conversation, and so on
• Email and brief phone check-in support through the tenure of the engagement.

Duration:

6 Months

Interactive Sessions:

• 12 one-on-one coaching sessions for 60 minutes each.
• 12 one-on-one check-in sessions for 15 minutes each.
• The coaching session will be held via video call, ideally once every two weeks.
• The checking session will be over a video/voice call between 2 coaching sessions.
• The gap between 2 consecutive coaching sessions should not exceed 3 weeks

Coaching Process

The coaching process involves the following seven steps.

• Establish a coaching agreement
• Determine key stakeholders
• Collect assessment data & feedback
• Identify coaching objectives
• Implement a coaching plan
• Provide progressive review and feedback
• Deliver post-coaching follow-up.

This systematic methodology provides a framework to measure and evaluate coaching results. An extensive amount of dedicated time is invested with the coaching participant (client). This allows for flexibility to adjust the engagement to the client's specific needs.

Step 1: Establish a coaching agreement.

Coaching in an organization involves active communication between the coach, the client, and the stakeholders. Therefore, the terms of the coaching contract, agreement, and guidelines are agreed upon at the very beginning. Two things happen at this point:

1. We ensure commitment from both the organization and the client, with clear guidelines for both.
2. We’ll discuss the importance of confidentiality in the coaching relationship. The information shared between coach and client is to remain private. The coach will sign a confidentiality

 Step 2: Determine key stakeholders.

The stakeholders are identified and ongoing support for the coaching engagement is agreed upon. The key stakeholders can come from the human resources department, senior management, the participant’s immediate manager or sponsor. These stakeholders will:

• Provide complete support for the coaching
• Understand their specific roles in the coaching
• Be extra attentive to the client’s growth and
• Be actively involved and demonstrate commitment to the coaching engagement, the coach, and the client.

 Step 3: Collect assessment data & feedback.

Information gathering involves collecting feedback from the client, sponsors, and assessments. This process will help create a customized coaching plan for the client.

Information is gathered from:

• Interviews with key stakeholders and the human resource department
• Any other assessment mechanisms (Hogan, MBTI, DISC, 360-degree feedback, Clifton’s StrengthsFinder, Enneagram, and so on) – to be paid for separately.

 Step 4: Identify coaching objectives.

We identify the most important objectives and specific goals for the coaching relationship. A measurable action plan is developed identifying the key behaviors to be changed and outlining specific metrics to be achieved. We do this by:

• Identifying three to four highest priority areas for coaching
• Developing a concrete, measurable, outcome-based action
• Agreeing on expectations, commitments, timelines, ground rules, and alignment of goals and objectives.

 Step 5: Implement a coaching plan.

At this stage we implement the required actions and behavior changes so the desired results will be achieved.

• The coach provides the necessary support through formal coaching sessions and regular e-mail/phone check-ins between the scheduled coaching sessions (video or voice calls).
• The coaching participant commits time to the agreed-upon assignments and action items.
• Managers and/or key stakeholders are involved when appropriate and are kept informed as appropriate.
• The client fills out a post coaching form (the coaching plan/scorecard) after every session to facilitate the direction, clarity of action, and next steps. The coaching scorecards provide an excellent method of tracking the value and benefits gained from the coaching

 Step 6: Provide progressive review and feedback.

A monthly informal review of the coaching process is held between the client and the manager to:

• Share progress, outline areas still in need of improvement and ask for support.
• Gain feedback from the manager and discuss solutions to meet the coaching objectives.
• Provide feedback on the coaching engagement and success with the coach
• During these informal reviews feedback is collected from follow-up conversations with the key stakeholders to identify what changes have taken place and what still needs improvement.

 Step 7: Deliver post-coaching follow-up.

At the end of the coaching engagement, a review of the entire engagement takes place.

• During the last formal coaching session, the client will prepare and discuss a one- page overview of what has been learned and key action steps to continue the progress achieved.
• After the last session, the key stakeholders, immediate manager, and human resources will participate in a close-out. They will review the success achieved, create a future action plan, and identify the type of support and resources necessary to continue the client’s development.
• One complimentary post coaching follow-up meeting will be scheduled to check in with the progress of the client. This follow-up will occur 6-8 weeks after the completion of the coaching engagement.

Coaching Plan (Preliminary Draft)

* The complete scorecard is available in the Excel workbook.

 Commercials & Terms

• Total coaching fee:
  • INR 96000 (Rupees in words) for the complete engagement for each Leader
  • Plus, taxes (GST @ 18%) as applicable

• Payment schedule:
  • 50% to be paid in advance once the contract is signed.
  • 50% to be paid once the coaching engagement is complete.

• Billing:
  • GST invoices will be raised as per the above-mentioned schedule.

• Start date:
  • We will begin the coaching process and establish billing against a formal contract.

 I look forward to establishing a coaching partnership with you to support your organization.

Regards

 Srinivasan Lakshminarayanan, ACC

ICF Member ID #: 009709161I