This document sits alongside the proposal you accepted, so the dates, audience, and session details stay tied to the same version you approved. My goal is simple: training you can run and document in a way you can defend later with clear dates, clear versions, and clean attendance records.
What I will do
Compliance training under this agreement covers the full run of the engagement: an intake call, build of the course outline and slides, live delivery in the format you choose, and close-out documentation.
You will get the deliverables listed in the proposal under this agreement. If your policies, roles, or required topics change after the intake call, I will confirm the scope change by email before I update materials or dates, so the schedule and price stay tied to one agreed version. You will also tell me whether the session is fully remote, fully in-person, or mixed. For mixed sessions, you will provide in-room audio that lets remote staff be heard during Q&A.
Payment
To book the work, I invoice 30% of the price when you sign the proposal. I invoice the remaining 70% when the engagement is complete. Each invoice is payable within 14 days of its date.
If an invoice goes past due, I will tell you what is overdue and ask when I should expect payment. If payment is still not coming through, I may pause work or hold the attendance and completion log pack until the account is brought current. I will do my best to flag issues early so you are not surprised right before a training date.
Keep it private
During compliance training I may see things you would not share publicly, like internal policies, incident context, role lists, screenshots, or how you track completion. I will keep that information private and use it only to build and deliver the training and the close-out documentation.
I ask you to treat my pricing, slide framework, and working materials the same way. When the engagement ends, I will keep a copy of the final materials and emails I need for my records. If you want me to delete a specific file set you provided, tell me in writing and I will confirm what I deleted and what I kept for basic recordkeeping.
Who owns what
After final payment, you can use the training slides and the close-out pack inside your organization for the people you train. That includes repeating the deck for onboarding or refreshers, sharing it with managers who need to deliver the message consistently, and filing the log pack for audit support.
I keep ownership of my underlying framework, templates, and teaching methods so I can keep doing this work. I will not reuse your policy text, your company-specific examples, or anything that identifies your people or incidents. If you want me to tailor the deck to your policies and roles, you will send me the current policy text, any required wording, and the role list before I build materials.
How I am engaged
I am an independent contractor. That means I decide how I do the work day to day, I use my own tools and materials, and I am responsible for my own taxes and insurance.
You are not hiring me as an employee, and I am not stepping into your management chain. You will handle attendee communication, required acknowledgements, and any HR actions tied to completion. You will also secure the room or video link and share joining details with attendees. If the session starts late because access is not ready, I will still end at the scheduled time unless we agree in writing to extend.
Reasonable limits
I take care to deliver compliance training that matches the agreed outline and your provided policies, and to close out documentation in a way you can file. Still, I cannot promise that training will prevent every incident or guarantee an audit outcome, because behavior, supervision, and enforcement sit with you.
I also cannot be responsible for gaps caused by missing inputs or system access I do not control, such as incomplete attendee lists, no-shows, or LMS and HRIS records you do not provide. If you need LMS exports or HRIS screenshots included in the log pack, you will provide them within five business days after the session so I can close the documentation while dates and versions are still current.
Ending the engagement
If you need to end the engagement, tell me in writing and I will confirm the stop date and what will be delivered up to that point. You will pay for the work completed up to the stop date, including any slide build already done and any session time already delivered. If you have already paid more than that amount, I will refund the difference.
If I need to end the engagement, I will tell you in writing as early as I can and I will hand over the materials completed to date once you have paid any undisputed invoices for work already done. If you need to move a live session date, tell me as soon as you can and I will offer the next available dates. If I have already built the slides for that session, the build week stays the same.
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