Products – Blueprint Coaching

BPA Coaching By Laws

Operational Standards and Protocols

By scheduling a coaching call, you agree to the following terms designed to maximize efficiency.

Call Frequency

You may schedule one coaching call per week, provided the call is focused on resolving a clearly defined constraint.

Attendance

The practice owner must attend scheduled coaching sessions. Cancellations require at least 24 hours’ notice. Late cancellations may be considered a missed call.

The 3-Strike Rule

Missed calls are counted toward the 3-Strike policy. After your third missed call (“third strike”), you will lose access to the coaching team entirely.

Data Submission

Any required recordings (calls, consults) must be submitted at least 48 hours prior to your scheduled coaching call.

COACHING RELATIONSHIP POLICY

This Coaching Relationship Policy outlines the structure, expectations, and responsibilities that govern participation in BPA coaching. The purpose of this Policy is to ensure coaching remains focused, productive, and aligned with BPA’s performance-driven methodology. By scheduling and participating in coaching sessions, Clients acknowledge and agree to operate within these standards.

1. Purpose of Coaching

BPA coaching is a professional engagement designed to help Clients identify constraints, improve decision-making, optimize execution, and drive measurable practice performance.

Coaching is:

Forward-focused
Constraint-driven
Action-oriented
Performance-based

Coaching is not intended for:

General curiosity or casual discussion
Solicitation of other members or clients
Fundraising, investment opportunities, or partnerships
Consulting engagements outside BPA frameworks
Therapy, counseling, or mental health services

If issues arise beyond the scope of coaching, BPA may recommend seeking assistance from appropriately licensed professionals

2. Client Commitment

As a BPA Client, you agree to the following participation standards:

Be Fully Present - Attend scheduled sessions on time, prepared, and in an environment suitable for focused discussion.

Take Ownership - Coaching is not something done to you. You are responsible for decisions, actions, and outcomes within your practice.

Do the Work - Execute agreed-upon actions, adjustments, and implementation steps between sessions.

Stay Coachable - Remain open to feedback, challenge assumptions, and communicate honestly regarding progress, obstacles, and results. Clients agree to complete BPA’s post-call feedback mechanisms when requested.

Respect Scheduling Boundaries - A minimum of 24 hours’ notice is required for cancellations or rescheduling. Sessions missed without proper notice will be treated as completed sessions. This policy exists to respect coach scheduling commitments.

3. Required Use of Blueprint University

Blueprint University is a required component of the BPA coaching experience. It serves as the operational system supporting clarity, alignment, and accountability.

To maximize coaching effectiveness, Clients agree to use Blueprint University to:

Track Objectives & Priorities - Maintain updated goals, initiatives, and areas of focus relevant to coaching discussions.

Document Action Items - Record commitments, adjustments, and implementation steps resulting from coaching sessions.

Support Accountability - Monitor progress, update task status, and maintain visibility into execution between sessions.

Capture Observations & Issues - Log relevant developments, challenges, or emerging constraints as they occur.

Failure to maintain reasonable engagement with Blueprint University may reduce coaching effectiveness.

4. Session Logistics

Coaching sessions occur according to the Client’s selected BPA program structure
Sessions are conducted via Zoom unless otherwise arranged
Sessions require active participation and preparation

Rescheduling requests must follow BPA’s scheduling policies.

5. Confidentiality

BPA maintains confidentiality of coaching discussions and Client data within its operational platforms, including Blueprint University and associated systems.

Client information is used solely for service delivery, coaching support, and internal operational purposes.

6. Coach Commitment

BPA Coaches commit to:

Maintaining preparation and presence during sessions
Providing constraint-driven analysis and feedback
Delivering actionable guidance aligned with BPA frameworks
Respecting Client confidentiality
Challenging assumptions when necessary
Supporting performance improvement and execution clarity

7. Coaching Scope & Outcomes

Coaching provides strategic guidance, decision support, and constraint resolution frameworks.

BPA does not guarantee specific financial, operational, or performance outcomes. Results depend on Client execution, market conditions, and decision-making.

8. Coaching Reassignment

Coaching effectiveness depends on alignment between Client needs and Coach expertise.

Coaching reassignment may occur if:

A different expertise set is required
Coaching dynamics are misaligned
Program structure changes
Specialized expertise is needed

Requests for reassignment should be directed through BPA support channels.

Acknowledgment & Agreement

By participating in BPA coaching, you acknowledge:

You understand the purpose and structure of BPA coaching
You agree to participate responsibly and professionally
You accept responsibility for implementation and execution
You agree to use Blueprint University as required
You understand coaching policies and boundaries