For Individual Consultation: Your First Session

This session is free, and typically lasts about an hour. The aim is to find out if we are a good match to work together on areas of your work and life you want to change.

It is an opportunity for us to connect and find out more about what will be helpful to you moving forward. If my services will be part of your plan, we’ll figure out those details together.

I’ll ask lots of questions, and encourage you to bring any questions or ideas you have. I’d love to hear what’s worked well for you in the past, and what hasn’t.

I’ll show you resources and a possible framework for how we’ll identify and work towards your goals.

You’ll leave with a clear idea about next steps, including practical information such as scheduling and fees, as well as concepts to think about – you’ll probably have homework 🙂

For Group Sessions / Workshops

Exact details of the timing and set-up of group work will vary, but I am generally available at least a half hour ahead of the session to welcome participants and answer any burning questions. My sessions include a lot of breaks, small group work, and time for questions and discussion.

The goal is not to stuff as much information as possible into the time available, it is to take advantage of being in a group to talk about the information and ideas I’m sharing so that you will remember them better and also get a more personalized learning experience. I’m always available for at least half an hour after sessions and by email after that for any follow-up questions.

My Code of Conduct

I aim to provide exceptional work in a welcoming, respectful, and safe environment.

My work is founded on respect as I will demonstrate by following the principles below. As we work together, I ask you to share your principles and values, so that we can openly talk about any differences or conflicts we have.

I will show respect by:

  • Being open and honest
  • Communicating clearly
  • Honouring the privacy of the information you share with me
  • Welcoming diverse perspectives, being willing to change my own ideas and assumptions
  • Treating you with dignity and supporting you as a unique individual
  • Being guided by your decisions and needs: You know yourself and your situation best
  • Keeping current on professional and legislative issues and best practices, and adapting my work as the environment changes.
  • Maintaining professional boundaries
  • Actively seeking feedback on my work
  • Holding myself accountable, taking responsibility for my words and actions, and following through on my commitments.

Conflict of Interest

I will:

  • Acknowledge, disclose and appropriately address any real, perceived or potential conflict of interest that may interfere with the ethical delivery ofmy services
  • Accept gifts and favours only if they are of nominal value and based on goodwill (and ideally edible…mmmmm chocolate…) rather than on the potential for unfair advantage. If you choose to express gratitude to me by way of a charitable donation, please consider My Sisters Place.
  • Clearly label any blog posts that have affiliate links or are sponsored.

Missed Appointments

Please contact me as soon as possible if you are going to miss a scheduled appointment. I charge a cancellation fee of $50 for no-shows or sessions cancelled with less than 24 hours notice. For workshops and group sessions, the timeframe and costs for cancellations will be written into our service agreement.

Complaints & Compliments

I aim to provide exceptional work in a welcoming, respectful, and safe environment. If you feel that I am not meeting your expectations, I encourage you to tell me about this directly. If that doesn’t feel comfortable, please find a way to express your concerns – in writing, by email, etc – so that I may understand and rectify the situation.

I also welcome compliments of course 🙂. Please tell me what I’m doing that you find particularly helpful. I would always ask your permission before using any compliments as public testimonials, and your agreement or not to that is always completely voluntary.

Commitment to Your Privacy

The nature of our work together means that you will be sharing details of your work and possibly personal life. I will collect your information for the purpose of helping you meet your goals, as well as billing information for payment. I will keep notes on our conversations, as well as copies of our communication. I will keep this information for 10 years, following the security protocols described below. I will not share your personal information with anyone without your express, informed consent except in rare situations where disclosing it is required by law.

I may use your contact information to send satisfaction surveys. If you do not want me to do this, please tell me anytime.

Occasionally, I will ask clients if I may use their information, anonymized, for teaching or case study purposes. Agreeing to this would be completely voluntary.

Similarly, I sometimes ask to use clients’ feedback for testimonials or marketing information. Again, choosing to agree to this or not is voluntary.

The fact of you being my client is also something I keep private, with the exception of possibly needing to share information about our financial transactions with Canada Revenue Agency for my taxes and/or any audits of my business.

Security

I take steps to protect your personal information from loss, theft, and unauthorized access.

Hard copy information is stored in a locked filing cabinet in my office. I rarely bring hard copies of personal information when I leave the office, and when I do, it is in a locked briefcase.

I store most information electronically. I use iCloud to store it in encrypted format online and on my laptop which is also encrypted. Email is not a secure way of communicating, and I will only use it to communicate non-sensitive information with you with your permission. To share private information with you, I use sync.com which has end-to-end encryption. I don’t use any subcontractors that would have access to your information.

Accessibility

I expect my services to be equally accessible to all people, including people with disabilities or different abilities. I am familiar with assistive devices and alternate methods of communication, and will adapt communication methods to best meet each individual’s needs. Service animals are welcome in my workspace, and of course if you have a support person accompanying you, they can be part of our meetings in whatever way you choose. For workshops where I charge a per-person rate, support workers will not be charged to attend.

Feedback

I welcome feedback on all aspects of my services – please share your thoughts or questions in any format or method that suits you and I will respond promptly.

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