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Overview of Referral & Enrollment Process

  • 1. Contact the Program Manager

    Either the institutional official or client may contact the program manager to ensure that the candidate is a good fit for the program.

  • 2. Complete the Registration Form

    Upon admission, the client must complete the registration and payment form.

  • 3. Complete the Confidentiality Agreement and Communication with Institutions Survey

    Clients are required to sign an agreement describing the confidentiality protections the program offers to the client as well as the policies and expectations to which clients are expected to adhere.

    The survey solicits information on clients’ choices regarding communication with their institution. Ordinarily, we will not commence with coaching without first speaking with an institutional official from the client’s place of employment to understand the institution’s perspective on training goals. Therefore, we ask clients to provide contact information for an institutional official who has recommended or required participation in the program. Additionally, the survey solicits clients’ choices regarding the sharing of the Professional Development Plan (PDP) and itemized Certificate of Completion with their institution.

  • 4. Schedule Enrollment Interview

    The Program Manager will conduct an interview with the client and the institutional official.

  • 5. Complete Assessments

    Completion of two online assessments and additional readings are required prior to program participation.

Additional information is provided to the client upon completion of the tasks outlined above.

Contact Us

To Make a Referral

Please contact the Program Manager at to receive a link with more detailed information for institutional officials.

Please Note: The Professional Skills for Researchers Coaching Program reserves the right to refuse service to a client or an institution if we believe it will not be possible to establish a productive, respectful, and safe coaching relationship.