Risk Management Flashcards

A sponsoring manager asks the coach for a detailed summary of everything the client said in sessions. What is the best response?

Answer: Share only what the coaching agreement permits, such as attendance or agreed progress themes

The agreement governs disclosure, protecting client confidentiality while meeting legitimate sponsor needs.

Which situation is generally recognized as a valid exception to coaching confidentiality?

Answer: A court order or legal requirement compels disclosure

Coaches may need to disclose information when legally required, such as under a court order or subpoena.

What is the safest approach when a coach wants to use a client's success story in marketing?

Answer: Obtain the client's explicit written permission first

Written consent from the client protects confidentiality and prevents disputes over use of their story.

A coach is offered a referral fee by a consultant to whom they send clients. What should the coach do to manage this risk?

Answer: Disclose the arrangement to clients so they can make an informed choice

Disclosing referral fees addresses the conflict of interest and preserves client trust.

Which clause in a coaching agreement best reduces the risk of payment disputes when sessions are missed?

Answer: A clear cancellation and rescheduling policy

A defined cancellation policy sets clear expectations about missed sessions and fees.

When coaching across state or national borders virtually, what risk should a coach evaluate?

Answer: Applicable laws on data protection, contracts, and business registration

Cross-jurisdiction coaching may trigger different legal requirements, such as privacy laws like GDPR.

What is the most appropriate way to end a coaching relationship that is no longer benefiting the client?

Answer: Discuss it openly, close out the agreement, and offer referrals if appropriate

Ethical termination involves transparent conversation and support for the client's next steps.