Coaching Service Refund and Cancellation Policy

Introduction: 

Chrysalis Consulting, LLC dba Emerging Project Leader is committed to protecting the privacy of your personal information. This privacy policy outlines how data is collected, used, disclosed, and safeguarded when you engage in our coaching services, visit our website, or use any other communication channels related to our business. Chrysalis Consulting makes every effort to ensure that our relationship is a good fit prior to the purchase of any coaching package. There are check-ins throughout sessions to ensure you, as the Client, are getting what you need from the coaching process. That being said, the purchase of a coaching package indicates your willingness and commitment to participate in the coaching process and follow through to completion while also understanding that unforeseen events occur. In addition to the general guidelines outlined below, refunds or cancellations will be considered on an individual basis, at the sole discretion of Chrysalis Consulting.  

The guidelines below apply for coaching refunds and cancellations:  

• The Client may cancel an order within 24 hours of purchasing and request a refund. A refund will be issued, minus appropriate credit card or bank transfer fees. To cancel an order, send your request to brandi@emergingprojectleader.com.

Information Collected: 

1. Personal Details: Name, email address, phone number, business information (company name, website), and other contact details provided during initial consultation. We do not knowingly collect, process, or store personal data from individuals outside the United States. If you are accessing this website from outside the U.S., please refrain from submitting personal information. 
2. Coaching Session Information: Notes taken during coaching sessions, goals discussed, personal and professional challenges shared, and any other relevant information you provide during our coaching relationship. 
3. Website Usage Data: Information collected automatically when you visit our website, including your IP address, browser type, operating system, and website navigation patterns through cookies and analytics tools. 

Legal Basis for Processing Data: 

We process your personal data based on the following legal grounds: 

• Contractual Necessity: To provide coaching services. 
• Legitimate Interest: To improve services and ensure smooth communication. 
• Consent: For marketing communications and analytics tracking. 

How Your Information Is Used: 

1. To Provide Coaching Services: Your information is used to personalize your coaching experience, develop targeted coaching plans, and deliver relevant feedback and support based on your needs and goals. 
2. Communication: To contact you regarding scheduling sessions, important updates, reminders, and relevant information related to coaching services. 
3. Marketing and Promotion: With your consent, we may use your email address to send newsletters, updates about our coaching programs, and special offers. 
4. Data Analysis: Coaching session data may be analyzed to identify patterns and trends to improve coaching approach and service delivery. 

Data Sharing: 

1. Third-Party Service Providers: Your information may be shared with trusted third-party service providers (e.g., email marketing platforms, scheduling tools such as Calendly/Zoom, CRM tools such as CoachAccountable) to facilitate our coaching operations, but only to the extent necessary to perform their functions and under strict confidentiality agreements. 
2. Legal Compliance: We may disclose your information if required by law, court order, or to protect our legal rights. 
3. International Data Transfers: Your data may be transferred and processed outside your country of residence, including in countries with different data protection laws. We ensure such transfers comply with applicable regulations. 

Data Security: 

1. Confidentiality: Strict confidentiality is maintained regarding all information you share, and appropriate measures are taken to protect your data using industry-standard security practices. 
2. Data Storage: Your information is stored securely using AES-256 encrypted platforms, and access is restricted to authorized personnel. 
3. Data Retention and Disposal: We retain your personal data for as long as necessary to provide services and comply with legal obligations. Coaching notes and session records are retained for 7 years unless you request deletion. Once no longer needed, your data is securely deleted. 

Cookies & Tracking Technologies: 

We use cookies and similar tracking technologies to analyze website traffic and enhance user experience. You can manage cookie preferences in your browser settings. 

Your Privacy Controls: 

1. Access and Correction: You have the right to access your personal information and request corrections to any inaccuracies. 
2. Opt-Out: You can opt out of receiving marketing communications by contacting us at brandi@emerginrprojectleader.com. 
3. Children’s Privacy: Our services are not intended for individuals under 18, and we do not knowingly collect data from minors. 

Changes to This Policy: 

This Privacy Policy may be updated periodically to reflect changes in our practices. Notification of any significant changes will be provided through the website. 

Contact Us: 

If you have any questions about this Privacy Policy, please contact us at Please reach out to me at brandi@emerginrprojectleader.com if you cannot find an answer to your question.

Inquiries are generally answered within 48 hours unless otherwise noted on the website.

General Questions 

• What is project management coaching? 

Project management coaching through Chrysalis Consulting is a personalized 1:1 coaching program designed to help individuals improve their project management skills, overcome challenges, and achieve their professional goals. 

• Who can benefit from Chrysalis Consulting project management coaching? 

Anyone involved in managing projects can benefit from my coaching program, including but not limited to project managers, operations manager, and team leads. If you manage projects, people, brief senior management, deal with difficult customers, or have challenging team dynamics, I can help. 

• How is coaching different from training? 

Training focuses on providing knowledge through structured courses, while coaching is a collaborative process tailored to your specific goals and challenges. Coaching often includes practical guidance, accountability, and real-world problem-solving. 

• What are the qualifications of the coach? 

I have an MBA with an emphasis in Project Management. I have spent the past 15+ years working in the defense industry managing complex, highly technical programs, most of which required earned value reporting. 

• Do you offer group coaching or only one-on-one sessions? 

Currently only one-on-one coaching sessions are offered. To inquire about group coaching, please contact me at brandi@emerginrprojectleader.com. 

• What if I don’t feel coaching is helping me? 

As part of the coaching process, there are regular progress evaluations to ensure you’re benefiting from the coaching process. If adjustments are needed, we will work together to ensure you’re getting the support you need. 

• Do you help with PMP or other certifications? 

No. My coaching services are designed for individuals that have some Project Management experience (generally less than 5 years) and focus on soft skills rather than book knowledge. There are many certification bootcamps that would be better suited for that type of training.

Coaching Process and Structure 

• What does a typical coaching session look like? 

Prior to becoming a client, the initial discovery session is a 30-minute meeting that probes deeply to understand your specific issues, concerns and needs. It is extremely important to me that you feel comfortable with me as a coach. So, the discovery meeting will also determine if we’re a good fit as coach and client.  

From there, sessions are structured to address your needs and goals but may include goal setting, discussing current challenges, reviewing best practices, and creating a coaching plan. There may be work assigned that will need to be completed outside of our meetings. 

• How long does the coaching process take? 

The program is 10 sessions and is designed with your needs prioritized. There is no way I can shorten the program AND provide the foundation you need. 

• Is coaching conducted in-person or online? 

Since my services are offered online, the coaching sessions are held virtually. 

Value 

• What kind of ROI can I expect from coaching? 

As we progress through your individualized topics, learned strategies can be implemented into your PM toolbox immediately after each session. Clients often see improved project outcomes, enhanced team performance, better time management, and increased confidence in managing complex projects. As with almost anything in life, the value of coaching depends on the individual and the work they are willing to put in. 

As part of the coaching process, there are regular progress evaluations/coaching metrics to ensure you’re benefiting from the coaching process. If adjustments are needed, we will work together to ensure you’re getting the support you need. 

Next Steps 

• How do I get started? 

You have two options here: If you're somewhat on the fence, you can book a complimentary 30-minute discovery consultation. During this session, we’ll discuss your goals, challenges, and how coaching can help you succeed. You'll also get the opportunity to get know me a bit before making any commitments. 

• What if I’m not ready to commit? 

I offer a complimentary one-time, no-obligation 30-minute discovery consultation to help you determine if me and my coaching program are the right fit for you. Chrysalis Consulting is not responsible for the length of time it takes to actually receive the refund. 

• Once sessions have been scheduled with the Client, they are considered set appointments. However, if necessary, the Client may request to reschedule a session, if they provide a minimum of 24 hours advance notice.  
• Any missed sessions or cancelled sessions with less than 24 hours advance notice will be forfeited and are not eligible to be made up.  
• If unexpected circumstances prevent the Client from completing all their scheduled sessions in the allotted timeframe, the Client can work with Coach to reschedule.