PLC March -Dec 2024: Policies and Procedures Agreement

2024 Psychosynthesis Life Coach & Leadership Certification Training Program Policies & Procedures Agreement

Policies & Procedures Agreement I.

II.

III.

IV. V. VI. VII.

General Information A. Enrollment and Payment Policies B. Cancellation Policy C. Termination Policy D. Privacy and Confidentiality Policy E. Student Contact Records F. Student Grievance Procedure G. Observations Course Overview A. Lesson Blueprint B. Required Books C. Expectations D. Co-Guiding Expectations E. Online Library F. General Course Outline Course Completion Requirements A. Attendance B. Holiday Policy C. Co-Guiding D. Evaluations E. Assessments & Final Project Psychospiritual Institute Credentials PLC Program Graduation Requirements Photo/Video/Audio Release Financial Agreement

I. GENERAL INFORMATION A. ENROLLMENT AND PAYMENT POLICIES Enrolling in Courses Prior to beginning any course, full payment or a payment plan must be in place. Unless otherwise approved, a minimum $997.00 deposit must be received before the student can begin the course.

Psychospiritual Institute offers payment plans to students with an initial 50% down payment required ($997 deposit + 50% of tuition). AFTER submitting the deposit + 50% tuition down payment, students may choose between 3-month, 6-month, or 10-month payment plans. Standard payment plans usually begin the month the training program begins and must be completed by the month of graduation.

Payments that are declined and/or received after the due date are subject to a $30 late fee. For all declined payments, our system will automatically retry payment in 3 days. If payment declines again, students have an additional 7 days to submit payment. If payment is not received at this time, the student will be charged the $30 late fee.

Delinquent Accounts

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Should an account become delinquent, Psychospiritual Institute reserves the right to take any or all of the following actions: 1. Assess a monthly late fee of $50.

2. Withhold the certificate of completion until all tuition and course costs are fully paid.

3. Withdraw the student from the training program with forfeiture of monies paid to date.

4. Submit the student’s outstanding balance to an agency for collection after 6 months.

Payment plans must be completely satisfied before students will receive credit for their course, or the accompanying certificates of completion.

B. CANCELLATION POLICY Students who have registered for a Psychospiritual Institute course may cancel their reservation until the day the course begins with the option of either receiving a tuition refund (minus the deposit, deposits are non-refundable) or applying the credit paid to another course or subsequent session of the same course.

If a student withdraws during the first 2-months of the course, the student agrees to pay the prorated tuition amount for the months class was attended. If the student withdraws after the second month of the program, the student agrees to pay 50% of the total tuition. If the student withdraws anytime after the fourth month, the student agrees to pay 100% of the total tuition.

Refunds will be processed within 30-days of receipt of the written request. Refunds are not available for books or course materials.

Psychospiritual Institute will work with students dealing with unforeseen personal circumstances who would like to continue their training at a later date, allowing the student to transfer the registration to a later session of the course.

In the event that Psychospiritual Institute must cancel a course for any reason, every effort will be made to place the student in a later offering of the course, work with the student to find an alternative course and transfer the funds to that course, or refund the student’s money.

C. TERMINATION POLICY Psychospiritual Institute reserves the right to terminate a student’s participation in our program if certain behaviors are present such as: 1. Failure to adhere to these Policies and Procedures 2. An inability to demonstrate teamwork and respect for others in the class 3. Behavior which is deemed to be unethical, as defined by the BCC Code of Ethics 4. Non-payment of tuition 5. Disruptive influence in the class or via email 6. Infractions of the Psychospiritual Institute Privacy and Confidentiality Policy 7. Subversive activities (triangulation, bullying, discrimination, or harassment) D. PRIVACY AND CONFIDENTIALITY POLICY When registering for a Psychospiritual Institute course, students must agree to the following: I will interact with my classmates, Psychospiritual Institute staff, and instructors in a timely, professional, and responsible manner, and will avoid the use of abusive, discriminating language, sexually explicit or

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derogatory comments, or overly critical responses, appreciating that each of us has a right to our opinions, perceptions and to be respected.

I agree to protect the privacy of other students, during classes, co-guiding groups, or via email, and will not discuss their behaviors, communications, opinions, beliefs or contact information with anyone without permission.

I agree to protect the confidentiality of any and all materials supplied as part of all Psychospiritual Institute programs and will not use any copyrighted materials provided without written permission from Psychospiritual Institute administration and faculty, in compliance with U.S. Copyright laws. I will not record any class session without permission of Psychospiritual Institute, the instructor, and all course participants. Instructors may record the course to enhance student learning, but only after receiving permission from all course participants. These recordings will only be for the use of participants.

I will not give the Psychospiritual Institute class numbers, contact information of fellow students, or my Student Library access information to anyone not enrolled in the course.

Limits of Confidentiality, in accordance with the BCC Code of Ethics: I understand that confidentiality may not be maintained under certain conditions, including illegal activity, pursuant to a valid court order, or subpoena; imminent or likely risk of danger to self or to others, etc. and acknowledge that, in such cases, Psychospiritual Institute may need to inform appropriate authorities.

E. STUDENT CONTACT RECORDS In accordance with Psychospiritual Institute’s commitment to maintain student’s privacy, Psychospiritual Institute will not share personal information with any outside organization or individual without a student’s permission.

Student’s contact information (name, email address, phone number, city and state) is usually shared with fellow students as part of a class roster. If a student would prefer not to have their contact information included on the class roster, they will need to email Alyssa at Alyssa@PsychospiritualInstitute.com F. STUDENT GRIEVANCE PROCEDURE The primary objectives of the Student Grievance Procedure are to ensure that students have the opportunity to present grievances and that the school has a consistent way of resolving those grievances in a fair and just manner. A student may pursue a grievance if he or she believes that a member of the Psychospiritual Institute community has violated his or her rights including: alleged discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, or disability; behaved unethically or in violation of the profession’s Codes of Ethics; or from problems arising in the relationship between a student and Psychospiritual Institute that are not governed by other specific procedures outlined in the Policy and Procedures. Upon request from any student, the Psychospiritual Institute co-founders will provide guidance about the appropriate system for redress.

1. Informal Resolution Prior to invoking the procedures described below, the student is strongly encouraged, but not required, to discuss his or her grievance with the person alleged to have caused the grievance. The discussion should be held as soon as the student first becomes aware of the act or condition that is the basis of the grievance. Additionally, or in the alternative, the student may wish to present the grievance in writing to

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the person alleged to have caused the grievance. In either case, the person alleged to have caused the grievance must respond to the student promptly, either orally or in writing within five (5) business days.

2. Initial Review If a student decides not to present his or her grievance to the person alleged to have caused the grievance, or if the student is not satisfied with the response received, he or she may present the grievance to co-founders Alyssa Whitehouse or Val Silidker. Any such written grievance must be received

by Alyssa or Val not later than 30 calendar days after the student first became aware of the facts which gave rise to the grievance. (If the grievance is against Alyssa, the student should address his or her grievance to Val and visa versa). Psychospiritual Institute will conduct an informal investigation as warranted to resolve any factual disputes.

G. OBSERVATIONS Former Psychospiritual Institute Students and staff may occasionally observe and participate in Psychospiritual Institute courses.

II. COURSE OVERVIEW A. Lesson Blueprint Each meeting will be live on Zoom and will begin with a tuning-in and brief group share. We will then move into the lesson, which may consist of lecture, discussion, experiential exercises, demonstrations, dyad exercises and/or practice co-coaching sessions, followed by a wrap up and closing.

If you have not used zoom before, you will need to download the program onto your computer and make sure it is connected to your audio and camera. Please give yourself time to do this before we meet for our first call. CLICK HERE to download Zoom.

B. Required Books ● Students will receive two books from Psychospiritual Institute (included in your tuition): “The Act of Will” by Roberto Assagioli, M.D. and “Unfolding Self: The Practice of Psychosynthesis” by Molly Brown. ●

Purchase: Students are asked to purchase “The Call of Self: Psychosynthesis Life Coaching” edited by Dr. Dorothy Firman, Ed. D. with chapters by Val Silidker, M.S., BCC, and many other Psychosynthesis coaches worldwide, and “Becoming a Professional Life Coach” by Williams and Menendez.

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Suggested Books: For further deepening with psychosynthesis after the course and beyond, we suggest students get the books: “What We May Be” by Piero Ferrucci, “Holy Fire: The Process of Soul Awakening” by Thomas Yeomans and “The Soul of Psychosynthesis” by Ken Sorenson.

C. Expectations Students and instructors are expected to attend classes with cameras on. Students are expected to arrive at least 5-minutes early to each class, actively participate and remain present throughout the duration of the class. Students and instructors are expected to be open-minded while staying in a loving, non-judgmental space, allowing deep exploration for all involved. Additionally, students and instructors are expected to maintain confidentiality and privacy for all involved.

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D. Co-Guiding Expectations Throughout the co-guiding relationship, many sensitive subjects and emotions may surface. It is important that each participating person or observer stays present, loving, respectful and non-judgmental during the coaching conversation while committing to maintaining confidentiality and privacy always. If additional support is needed, students may reach out to instructors to schedule a call.

E. Online Student Library: You will receive an email from Psychospiritual Institute with a virtual online library link before the class begins. This page will be an important part of your training, providing you with many of the materials you will need for this course, as well as recordings of each meeting. You will want to test your log-in and verify that you have access to your materials and you may want to bookmark the page.

F. General Course Overview Psychospiritual Institute’s Psychosynthesis Life Coach and Leadership Program flows in alignment with Assagioli’s 7 Core Concepts of Transformation and includes Coaching Foundations, Coaching Fundamentals, Leadership Skills, Eco-Psychosynthesis, Universal Psychosynthesis, and Business interwoven throughout the duration of the course. Below is a general overview of some of what will be covered.

The Flow of our Program: ● The Call of Self ● Purpose, Meaning, and Value ● Level of Consciousness ● Coaching Foundations I ● Polarities ● Disidentification - The Way to Freedom ● The Self - The Way to Presence ● Subpersonalities ● Synthesis - The Way to Flow ● Psychological Functions ● Coaching Foundations II ● The Will - The Way to Power ● The Ideal Model - The Way to Focus ● The Superconscious - The Way to Abundance ● The Transpersonal - The Way to Love ● Eco and Universal Psychosynthesis ● Coaching Foundations III ● Leadership Principles ● Your Coaching Business

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III. COURSE COMPLETION REQUIREMENTS A. ATTENDANCE Students may not miss more than 8 classes. If you know that you are going to be absent from a class session, please let your instructors know prior to missing. If you encounter a prolonged absence due to health or family issues, please reach out privately to your instructor as soon as possible so that we can work with you to determine the best alternative. We have zero tolerance for attending any classes or coaching sessions under the influence of drugs or alcohol. This would be grounds for removal from the program without reimbursement.

It is required that video cameras be turned on during the entire duration of class.

B. HOLIDAY POLICY Psychospiritual Institute does not conduct classes on the following commonly observed U.S. holidays: New Year's Day Memorial Day Independence Day Labor Day Thanksgiving Christmas Eve Christmas Day New Year's Eve If the majority of students, and the instructor agree not to meet on a specific day, beyond those listed above, they may cancel the class meeting and the class will be extended accordingly.

Additionally, student’s whose faith has required days of observation should inform their instructors that they will not be attending on that day– those days will not be counted against attendance requirements if notification of observation is provided beforehand.

C. CO-GUIDING The Coach Training Program has a co-guiding requirement. This part of our training was designed to provide opportunities for all students to practice their coaching skills and reinforce the learning from the classes. As this is an essential component in our training, the co-guiding sessions are a required part of the class work. These hours will meet the experience requirements for those pursuing the BCC credential. Assessment forms are provided to you to track all coaching experience hours and will need to be submitted after each co-coaching session.

D. EVALUATIONS We value the feedback of our students and evaluations of our courses are important to ensure continual improvement. Students will be sent a link for a final evaluation at the end of the course. We encourage all students to complete this evaluation.

E. ASSESSMENTS & FINAL PROJECT

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During the course, students will be required to participate in various psychosynthesis exercises in groups as well as independently and will be assessed by the instructors through written papers, assessment forms and observations. In addition, students are required to create their own coaching guide or coaching manual that will be completed by the end of the course. The student will add to their manual anything and everything they feel will be useful as coaches for their coaching practice. This can include, but is not limited to, coaching agreements, business documents, Psychosynthesis exercises, coaching maps, personal notes, and more. This personalized coaching manual is a requirement for graduation and will be submitted to the instructors for evaluation at the end of the course.

VI. PSYCHOSPIRITUAL INSTITUTE CREDENTIALS Psychospiritual Institute is accredited through the Center for Credentialing & Education. You may see our listing on the Center for Credentialing & Education website HERE. Students who graduate from Psychospiritual Institute’s “Psychosynthesis Life Coach and Leadership Certification Program” may be eligible to take the Board Certified Coach exam. For more information on eligibility, please visit http://www.cce-global.org/Credentialing/BCC/Requirements V. PSYCHOSYNTHESIS LIFE COACH & LEADERSHIP CERTIFICATION PROGRAM GRADUATION REQUIREMENTS Attendance, participation and co-guiding as well as completion of all assignments are required to graduate from this course and become certified as a Psychosynthesis Life Coach (PLC).

To graduate, you must complete the following (unless otherwise noted): ● All payments for the course have been made. ● Attendance requirements are met. ○ Weekend intensives ○ Weekly live full group Zoom sessions ○ Supervised coaching lab Zoom sessions ○ Occasional Saturday live Zoom sessions ● Co-coaching requirements have been met. ○ Minimum of 16-hours co-coaching (to be completed as “fieldwork” outside of class with assigned partners). ○ Students are required to attend supervised coaching lab sessions which will provide 10-hours of co-coaching to count towards the BCC requirements. ○ Students will have the opportunity to practice coaching in private Zoom rooms during various scheduled class times to receive additional coaching hours to complete the BCCE requirements. ○ In total, these hours will meet the experience requirements for those pursuing the BCC credential. ● Satisfactory completion of all assignments have been met. ○ Video/Audio lessons (Will be provided throughout the course). ○ Self reflection assignments ○ Co-coaching session recording ○ Personalized coaching manual You may miss no more than 8 class sessions. For more information, please see the Attendance section above.

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We will also be having alumni retreats that you may attend after completion of the program.

If you have questions about the Psychosynthesis Life Coach certification (PLC) or the Board Certified Coach Exam (BCCE), please reach out Alyssa Whitehouse at alyssa@psychospiritualinstitute.com VI. PHOTO/VIDEO/AUDIO RELEASE In accordance with Psychospiritual Institute’s commitment to maintain student’s privacy and confidentiality, Psychospiritual Institute will not publicly share full class recordings or sensitive material presented in class. Zoom video class recordings are only for students who may need to review after missing a class or students who prefer to review a class to more deeply understand the information presented. These full class video recordings are ONLY shared with the students in the class and never shared externally under any circumstances.

Psychospiritual Institute protects the privacy of all students during classes, co-guiding groups and private conversions and will not discuss student behaviors, communications, opinions, beliefs or contact information with anyone without permission.

With permission, occasionally Psychospiritual Institute shares specialized teaching moments for course training purposes as well as photos, short video clips, voice testimonials and class celebrations for promotional purposes. Psychospiritual Institute only chooses specific clips that maintain student privacy and never contain sensitive material. The use of a photo, video clip or voice recording does not constitute a waiver of Psychospiritual Institute’s policies of confidentiality.

VII. FINANCIAL AGREEMENT The Tuition Payment Agreement is a contract between the STUDENT and PSYCHOSPIRITUAL INSTITUTE, LLC. Every student is required to sign and submit this form as a condition of being allowed to participate in the course. By signing below, the STUDENT agrees to pay all tuition payments to PSYCHOSPIRITUAL INSTITUTE, LLC. in a timely manner. All payments/installments are due upon receipt. By signing this Tuition Payment Agreement, the STUDENT (and, if applicable, the RESPONSIBLE BILLING PARTY) agrees to pay all reasonable collection costs, including reasonable attorney fees and collection agency fees, incurred to collect any delinquent accounts. In the event the STUDENT leaves a course at PSYCHOSPIRITUAL INSTITUTE, LLC., refunds will be made in accordance with the policy and procedures.

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