US Partner Policies
The Policies document is updated periodically as we learn better ways to work together. It complements the Partner Agreement
and is cross referenced to Section numbers in that Agreement. In the event there is a conflict between what this Policy Document
says and the Agreement, the agreement takes priority.
Partner Program Use Charges (2.1b). Partners are provided one demonstration instance of the software to be used only for
sales and marketing efforts by the Partner’s coaches. No services for clients should be performed using the demonstration
instance. If you need an instance of the Six Disciplines Software for your organization’s operations, standard fees apply.
Authorization Requirements (to become and maintain a Partner status) (4.1)
1. Mutual agreement of qualifications
2. Complete and sign Partner Agreement.
3. Hire or sponsor a minimum of one (1) certified Six Disciplines Coach.
4. Pay the monthly partner minimums (described in pricing section below)
5. Attend the annual Partner conference.
6. Meet all other requirements defined in the Partner Agreement and Partner Policies.
Face-to-Face Coaching Requirements (4.4). Our program depends on face to face coaching and in building trusted
relationships. Based on our experience we recommend a minimum of four (4) face to face coaching sessions per year for the
Senior Team as well as similar sessions for the other levels of leadership of an organization where applicable.
Stakeholder Surveys (4.4). Six Disciplines will survey Partners (Partner Satisfaction Survey) and Partners’ clients (Client
Satisfaction Survey) on a periodic basis, typically during the fourth calendar quarter.
Client Elects to Change Partners or Coaches. Client relationships shall be managed proactively and professionally. Corporate
will not intervene in the event a Client decides to switch Partners or Coaches. Client account management is the Partner’s
responsibility but Coaches and Partners are expected to negotiate in good faith to come to an agreement that has the best
interests of the client in mind If such an agreement cannot be reached, Corporate reserves the right to work directly with a
client in the event a satisfactory partner and/or coach relationship cannot be established.
Support Admin (4.4). A Support Admin is a member of the Partner Organization who has received an abbreviated version of
the training, focusing primarily on the Execution System use. The Support Admin can assist with system setup, survey
administration and other non-coaching duties.
Dedicated Client Coach (4.4). In larger clients, it may be appropriate to have an individual inside the organization dedicated
to coaching. This individual would work in conjunction with the Professional Coach. Dedicated coach would typically work
with lower levels of the organization, while the Professional (external) Coach would work with senior levels of the
organization. The Dedicated Coach is subject to the same training and coach certification standards and must be sponsored
by a Partner as is any coach.
Registration (4.5). An Engagement Registration form is submitted by the Partner for every Client engagement. This
information will be used to compute monthly royalties.
Official pricing is published in USD and updated here (5.1). Prices are not published by corporate to Clients.
Partner Related Fees

Initial Coach Training Fee (per coach)
$5,000

On premise Coach Training (6 minimum)
$5,000 each, plus travel

Coach Enrollment (portal access, ongoing training)
$100 per month

Optional, in-field Coach Assistance Fee
$1,000 /day, plus travel

Support Administrator Training Fee (per admin)
$1000

System Administrator (Client) Training (per admin)
$250

Demo instance (one per Partner)
Included

Partner instance
Standard program fees apply
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Client Related (per month)

Program Fee < = 5 Program Enrollees (2 mo minimum)

Program Fee > 5 Program Enrollees (2 mo minimum)

Brainstorming Enrollee (requires program fee)

Program Enrollee (1 month minimum)

Data Storage Fee

Archive fee (retain client database for future use)
$75
$150
No charge
$13
$5 per GB/Month > 2GB
$75/quarter
Additional Notes

Brainstorm Enrollees are limited to Brainstorming & Exercise Use

User counts used to determine Program Fee level will not include Brainstorming enrollees.

Training fees are payable upon enrollment in training

All ongoing fees billed monthly to Partner.

All fees billed in whole month increments

Coaches are not included in the user count when calculating Enrollee Fees (Internal or Independent)

Coaches trained before 12/31/10 are grandfathered out of the $100/month Coach Fee until 1/1/2012

Partners who signed the original franchise agreement by 12/31/2009 will be grandfathered out of the $100/month
Coach Fee until 1/1/2015.
Monthly Partner Minimums
$300 a month for the first 12 (starting month following contract signature)
$600 a month for months 13-24
$1500 a month for months 25-36
$2500 a month for month 37-48
$3500 a month for months 49-60 and beyond
Minimums are calculated based on an annual YTD basis and reset to zero at the end of each contract year.
Payment of Royalties (5.1). On the first business day of the month Six Disciplines will charge the Partner’s designated bank
account through Electronic Funds Transfer “EFT” for the Royalties & Fees obligation for that upcoming month’s services plus
new clients added during the previous month.
The Partner will receive a preliminary billing for review and confirmation approximately 1 week prior to the EFT.
Book Purchases. Partners may purchase these books directly from the Six Disciplines (www.SixDisciplines.com) website at an
approximate 50% discount off the retail price using the discount code “PARTNER” during checkout.
Sales Reports (8.5). In the event Six Disciplines receives leads from its marketing activities, they will be distributed to
Partners based on Corporate’s subjective evaluation of a partner’s leads follow-up, sales effectiveness, location, track record
in the prospect’s industry and client satisfaction history.
Support Administrator Certification Steps (8.1). This certification is for non-coaching staff that provide customer support on
software and technical issues. It also provides access to Six Disciplines corporate support. Steps:
1. Register for training and pay fee
2. Complete the self-paced learning
3. Receive certification
Maintaining Certification requires staying current on new Program Release training. Typically ongoing training would be
delivered through internet based learning or webinars but it may occasionally be necessary to receive training in Findlay OH.
Annual Partner Conference (8.1). Each Partner is required to attend our annual Partner conference. The Partner Conference
is typically held in the summer, in Findlay, Ohio. Travel is at the expense of the individual attending.
Use of Marks (10.1). We encourage use of (and linking to) Six Disciplines trademarks and the words “SIX DISCIPLINES” within
your website and as page names (e.g. www.MyCompany.com/SixDisciplines). Also representation as an “authorized partner”
or a “Certified Six Disciplines Coach” is encouraged. Information on the available marks, graphics, proper use, and example
website copy is located on our Portal at http://portal.SixDisciplines.com.
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Partners may NOT use trade names or the words “SIX DISCIPLINES” (in any variation) (e.g.
www.SixDisciplinesPittsburgh.com) in its domain name.
Requirements upon Termination (11.2). Upon termination of the Partner Agreement between a Partner and Six Disciplines,
the confidential material(s) which need to be returned to Six Disciplines or destroyed include, but are not limited to:
1. All Coach training notebooks.
2. Materials downloaded from the http://portal.SixDisciplines.com.
Sponsoring Partner Requirements
A Partner who chooses to sponsor a coach agrees to:
1.
2.
3.
4.
Provide the financial billing relationship between Corporate and Coaches/Clients. The Partner will be responsible
for paying Fees/Royalties to Corporate as defined in this policy document. These Fees may include but are not
limited to Monthly Coach Enrollment, Training and all Client Program fees.
Provide the first line of technical support to their coaches. Issues that cannot be resolved by the Partner can be
escalated to Corporate for additional assistance.
Monitor certification status for their coaches and conduct any survey or other feedback format required to verify
the Coach is meeting the certification requirements as defined in the Coach Agreement and Coach Policies.
Provide access to a demonstration instance of the software to the coach for sales and demonstration purposes.
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