Simplifying Legal for Small Business Owners

019: Group Program Agreements


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Ever run or been a part of a mastermind or group coaching program? Masterminds and group coaching are common examples of group programs; they're typically hosted by a business and include a group of members who all receive similar content. On today’s show, I’m focusing on the kinds of agreement that you need in a group program.

Group programs sometimes include pre-recorded components similar to a self-paced course. In my law firm, for example, I work with a lot of nutrition professionals with group programs that include recorded modules with video and PDFs, plus weekly Q&A calls for members along with a forum where they can interact. But there’s also usually some live element that differentiates it from being only an online course.

You’ll find lots of similarities between group program agreements and client agreements, too. But group program agreements do have a few unique features. I discuss them in my overview of some of the most important parts of a group program agreement in this episode.

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In this episode:

[02:36] - Some group programs have no one-on-one interactions between participants and the facilitator, while others do as part of the program or as an add-on or upgrade.

[03:30] - Unlike a client agreement, a group program agreement usually has a specific start and end date.

[03:57] - Group programs often provide flexibility in termination provisions for ending the agreement early, but many come with this caveat.

[04:43] - Danielle discusses compensation considerations in group programs.

[05:28] - How will you handle refunds in the event of a termination? This is a potential area for disputes so it’s important to be cautious.

[05:57] - For individual coaching sessions, ensure you state whether or not the information shared will be kept confidential.

[06:32] - In many group programs, you’ll be sharing your intellectual property in the group. What rights will members have to this content?

[06:53] - Danielle offers agreement considerations for group programs run by a licensed professional, using the field of nutrition as an example.

[08:18] - Your use of disclaimer depends on the type of program you offer.

[08:38] - The statement of work provision is where you go into detail about what’s offered.

[10:22] - In your agreement, how will you define how the group participants interact with one another?

[11:21] - Danielle shares a statement she always includes in group agreements regarding participant behavior toward others in the program.

[13:17] - Take these action steps for your group program agreement(s).

 

Links & Resources:

Episode 11: “Ending a Contract”

Episode 15: “What Do Boilerplate Contract Clauses Mean?”

Group Program Agreement for Business Coaches & Consultants

Group Program Agreement for Health Coaches

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Simplifying Legal for Small Business OwnersBy Danielle Liss

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