Terms for Organizational Engagements

1. Scope and relationship to other terms

These Terms for Organizational Engagements (“Organizational Terms”) apply when a business, nonprofit organization, educational institution, government entity, association, agency, or other organization purchases or contracts for Message & Method services, program access, training, coaching, or related deliverables.

These Organizational Terms supplement the applicable proposal, statement of work, order form, invoice, checkout terms, Terms of Enrollment & Use, Privacy Policy, Guided Cohort Terms, Private Coaching Terms, and any other written terms incorporated into the engagement.

The accepted proposal or other engagement-specific agreement controls the scope, schedule, participants, deliverables, fees, payment terms, cancellation terms, and other commercial details of the engagement. If the proposal directly conflicts with these Organizational Terms, the proposal controls. Product-specific terms control over these Organizational Terms for matters unique to the applicable product or service, unless the proposal expressly states otherwise.

“Organization” means the entity purchasing or contracting for the engagement. “Participant” means an individual receiving program access, training, coaching, or another service through the engagement. “Organizational Contact” means the person authorized by the organization to communicate instructions, approvals, participant information, and administrative decisions.

2. Authority to contract

The person accepting a proposal, placing an order, signing an agreement, submitting a purchase order, or otherwise committing the organization represents that they are authorized to bind the organization.

The organization is responsible for ensuring that its internal approvals, purchasing requirements, funding, and signatory authority are complete before accepting the engagement.

A failure to obtain an internal approval, reimbursement, budget allocation, purchase order, or other organizational authorization does not cancel or reduce an otherwise valid payment or contractual obligation.

3. Individually scoped organizational engagements

Organizational services are individually scoped. The proposal may include named Self-Directed Program enrollments, a private Guided Cohort, employer-sponsored Private Coaching, a keynote, conference session, workshop, intensive, multi-session program, consulting, commissioned materials, or a combination of services.

No particular topic, agenda, duration, number of participants, session, review, deliverable, customization, travel arrangement, recording right, support service, follow-up service, or other benefit is included unless stated in the accepted proposal or applicable offer.

Keynotes, workshops, intensives, and other organizational programs may be developed or adapted for the particular engagement. Advertising an available format does not guarantee availability for a particular date, audience, objective, budget, location, or scope.

4. Proposals and order of precedence

The proposal or statement of work will ordinarily identify the selected services, objectives, participant capacity, schedule, delivery method, included materials, responsibilities, fees, payment terms, expenses, cancellation terms, and any special requirements.

A purchase order or procurement document issued by the organization is an administrative instrument unless Message & Method expressly agrees in writing that specified terms in that document amend the engagement.

Preprinted, linked, incorporated, or electronic terms contained in a purchase order, vendor portal, payment system, procurement platform, or other organization-generated document do not amend the engagement merely because Message & Method receives, acknowledges, or processes that document.

No oral statement or informal discussion modifies the accepted proposal unless the change is confirmed in writing by authorized representatives of both parties.

5. Named Self-Directed Program enrollments

An organization may purchase individual Self-Directed Program enrollments for employees, members, students, contractors, or other eligible participants.

Each enrollment is for one individual participant and is not a shared, floating, simultaneous-use, or concurrent-use account after activation.

Participants may not share login credentials, permit another person to use their account, or divide one enrollment among multiple users.

The proposal may specify the number of enrollments purchased, pricing, participant eligibility, assignment process, activation schedule, administrative support, reporting, and any permitted replacement or reassignment rights.

6. Unassigned seats and participant assignment

Organizational program seats may initially be purchased without identifying the individual participant who will use each seat.

The organization may assign an unused seat to an eligible participant through the process stated in the proposal, enrollment instructions, or administrative communications.

The organization is responsible for providing accurate participant names, email addresses, and other information reasonably required to establish access.

Message & Method may create participant accounts manually, provide organizational administration tools, send invitation links, or use another assignment method depending on the systems available for the engagement.

The availability of self-service administration, automated invitations, dashboards, group-management tools, reporting tools, or other particular technology is not guaranteed unless stated in the proposal.

7. Seat reassignment

Before a participant activates or begins using an enrollment, the organization may request that the unused seat be assigned to a different eligible participant.

Once a participant has accessed the program, completed material, submitted work, created or stored content, used an assessment or tool, or otherwise begun using the enrollment, the seat is considered used and may not ordinarily be reassigned.

A seat does not become reusable merely because the original participant stops participating, leaves the organization, changes roles, fails to complete the program, or no longer needs access.

Message & Method may approve an exception in its discretion where the original participant’s use was negligible or unusual circumstances apply, but reassignment after use begins is not guaranteed.

Any reassignment rights expressly stated in the proposal control over this section.

8. Phased activation and assignment deadline

The proposal may allow an organization to purchase seats for assignment and activation over time.

Unless the proposal states otherwise, all purchased seats must be assigned and activated within 12 months after the organizational purchase date.

Each participant’s individual Self-Directed Program access period ordinarily begins when that participant’s enrollment is activated and continues for 12 months, unless the proposal states otherwise.

A participant list or valid activation request received before the assignment deadline will be treated as timely if Message & Method completes the administrative activation within a reasonable processing period.

Seats that are not assigned and activated within the applicable assignment period expire and are not refundable, creditable, exchangeable, or transferable to another purchase unless the proposal expressly provides otherwise.

The proposal may provide a shorter or longer assignment period. Where it differs from the default stated here, the proposal controls.

9. Volume pricing and unused seats

Pricing may reflect the total quantity of seats or services purchased, including seats intended for later use.

Failure to assign or use all purchased seats does not create a refund, credit, extension, or retroactive price adjustment.

If pricing was based on a volume commitment, the organization remains responsible for the agreed purchase quantity even if its hiring, staffing, participation, budget, or training needs later change.

Any right to reduce quantities, carry seats forward, exchange seats for another service, or receive a credit must be stated in the proposal.

10. Private organizational Guided Cohorts

A private organizational Guided Cohort provides a shared cohort experience for a group associated with the organization.

Unless the proposal states otherwise, a standard private Guided Cohort is limited to eight participants.

Larger groups may require multiple cohorts, a modified participation structure, a workshop, or another format.

The proposal will identify the cohort schedule, participant capacity, speaking opportunities, support, recordings, course access, and any organizational customization.

The Guided Cohort Terms apply to participant attendance, speaking rotations, recordings, support, conduct, missed sessions, and other cohort-specific matters unless the proposal states otherwise.

A private organizational cohort will not be combined with another organization’s cohort unless the organization agrees in writing.

11. Employer-sponsored Private Coaching

An organization may sponsor Private Coaching for one or more participants.

Each participant ordinarily has a separately scoped coaching relationship even when several coaching engagements are included in one organizational proposal.

The proposal will identify the contracting organization, participant or participants, included services, schedule, engagement period, payment responsibility, sponsor reporting, and any commissioned deliverables.

The Private Coaching Terms apply to scheduling, rescheduling, confidentiality, recordings, support, deliverables, participant responsibilities, and other coaching-specific matters unless the proposal states otherwise.

Payment by an organization does not automatically give the organization access to private coaching conversations, assessments, drafts, participant recordings, journal entries, or individualized feedback.

12. Workshops, keynotes, intensives, and other custom programs

Organizational engagements may include keynotes, conference sessions, workshops, intensives, facilitated practice, multi-session programs, or other custom learning experiences.

The proposal will identify the topic, intended audience, duration, format, participant capacity, degree of interaction, preparation, materials, technology, travel, and follow-up services included.

A keynote or large-audience presentation does not provide the same level of individual practice, coaching, assessment, or feedback as a small-group program unless those services are expressly included.

Custom development is limited to the scope stated in the proposal. Message & Method is not required to create an unrelated curriculum, proprietary organizational training system, or additional program beyond the agreed scope.

13. Fees and payment terms

Fees, deposits, invoice dates, installment amounts, milestone payments, and payment deadlines are stated in the proposal, order form, or invoice.

Depending on the engagement, payment may be due upon acceptance, before activation or delivery, according to stated milestones, or under approved organizational payment terms such as net 15, net 30, net 60, or another agreed schedule.

Providing access, reserving dates, beginning preparation, incurring expenses, or delivering services before payment is received does not waive the organization’s payment obligation or modify the agreed due date.

The organization may not withhold, reduce, offset, or delay payment because of an internal approval process, reimbursement procedure, purchase-order delay, participant nonuse, or dispute with a participant unless Message & Method agrees in writing or applicable law requires otherwise.

Message & Method may suspend preparation, delivery, participant access, support, scheduling, recordings, reporting, or deliverables while an amount remains overdue.

The organization is responsible for reasonable collection costs, returned-payment charges, and other amounts permitted by law and stated in the applicable agreement.

14. Deposits

An organizational engagement may require a deposit before dates are reserved, preparation begins, participant access is activated, expenses are incurred, or services commence.

Unless the proposal states otherwise, a customary starting framework for custom organizational work may be a deposit of 50% upon acceptance, with the remaining balance due according to the proposal.

The proposal may use a different deposit, milestone, installment, prepaid-seat, or invoicing arrangement based on the nature, timing, scope, and procurement requirements of the engagement.

A deposit is applied toward the total engagement fee and is subject to the cancellation and postponement terms stated in the proposal.

15. Taxes and organizational purchasing requirements

The organization is responsible for applicable sales, use, excise, withholding, value-added, or similar taxes, excluding taxes imposed on Message & Method’s net income.

If the organization claims an exemption, it must provide valid documentation before invoicing or payment processing where reasonably required.

The organization must disclose procurement, insurance, security, accessibility, data-processing, vendor-onboarding, invoicing, payment, and contracting requirements early in the consultation and proposal process.

Additional organizational requirements may affect feasibility, systems, schedule, staffing, scope, price, or whether Message & Method can accept the engagement.

Participation in a consultation, bidding, vendor-registration, or procurement process does not constitute acceptance of every requested term, platform, insurance limit, security requirement, indemnification obligation, payment condition, or contracting provision.

16. Scheduling and reserved capacity

Dates and times are reserved only after the applicable agreement is accepted and any required deposit or advance payment is received.

Message & Method may decline to hold a proposed date while acceptance, payment, procurement, or contracting remains incomplete.

The organization is responsible for reviewing the schedule before acceptance and promptly identifying known conflicts, blackout dates, holidays, shutdowns, participant availability issues, and internal approval requirements.

Reserved dates, preparation periods, facilitator capacity, and participant-access windows have economic value even when the organization later chooses not to use them.

17. Cancellation terms

Each proposal will state the cancellation terms applicable to the engagement. The applicable schedule may reflect the format, preparation required, notice provided, reserved capacity, travel commitments, third-party costs, and likelihood that reserved time can be rebooked.

Unless the proposal states otherwise, cancellation by the organization does not entitle it to the return of a deposit or to a refund for completed preparation, services performed, participant access already activated, nonrecoverable expenses, third-party commitments, or reserved services that cannot reasonably be rebooked.

If a proposal does not contain a specific cancellation schedule, the organization remains responsible for work performed, preparation completed, access delivered, nonrecoverable expenses, third-party commitments, and the reasonable value of reserved capacity that cannot be rebooked.

Any remaining amount or credit will be determined reasonably based on the circumstances, work completed, timing, resulting loss, and applicable law.

18. Postponement and rescheduling

Message & Method will consider organization-requested postponements and schedule changes in good faith, but any change is subject to mutual availability and written agreement.

A requested postponement or rescheduling does not automatically reduce the fee, extend the engagement period, preserve the original delivery plan, or eliminate payment for preparation, reserved time, travel commitments, third-party expenses, or work already performed.

If a mutually acceptable replacement date cannot be identified, the requested change may be treated as a cancellation by the organization under the applicable proposal terms.

A substantial change in date, location, delivery method, audience, participant count, session duration, or scope may require a revised proposal, additional fees, or new payment terms.

The organization remains responsible for nonrefundable or nonrecoverable expenses incurred under the original plan.

19. Interruptions to cohorts and sequential programs

Cohorts, coaching programs, and other sequential engagements are designed around continuity, preparation, practice, and progression over time.

An organization-requested interruption or extended postponement after a program begins may disrupt the educational sequence and participant readiness.

Resuming an interrupted program may require revised pacing, modified assignments, renewed participant preparation, a reorientation or catch-up session, additional facilitation, a new schedule, or other changes.

Additional preparation, sessions, administration, or redesign caused by an interruption may involve additional fees.

Message & Method is not required to resume a materially interrupted engagement under the original schedule, scope, or delivery plan when doing so would undermine the educational structure or require substantial additional work.

20. Changes requested by the organization

Services and deliverables are limited to the accepted scope.

A request that changes the topic, objective, audience, participant count, schedule, duration, location, technology, materials, preparation, customization, review, deliverables, travel, reporting, security obligations, or other responsibility may be treated as a change in scope.

Message & Method is not required to perform changed or additional work unless the parties agree in writing to the revised scope, fees, timing, and other affected terms.

Email or another written electronic communication may constitute approval of a change when it clearly identifies the additional work and associated charge.

21. Organization responsibilities

The organization is responsible for providing timely information, approvals, participant details, materials, logistics, access, facilities, technology, and cooperation reasonably required for delivery.

The organization must designate an authorized contact who can make timely scheduling, scope, participant, payment, and administrative decisions.

The organization is responsible for communicating relevant schedules, expectations, technology requirements, access instructions, conduct requirements, and preparation obligations to participants.

The organization must ensure that participants are eligible adults unless a different arrangement is expressly approved in writing.

The organization is responsible for obtaining any consent, employment authorization, release, notice, or other permission required for participant enrollment, sponsor reporting, use of organizational materials, recording, or participation.

Client-caused delay, incomplete information, late approvals, unavailable personnel, inaccessible facilities, technology failures, or other failures to provide required cooperation may affect the schedule, scope, effectiveness, and cost of the engagement.

22. Facilities, technology, and event logistics

For in-person engagements, the organization is responsible for providing a safe, accessible, professional, and reasonably suitable location unless the proposal assigns that responsibility to Message & Method.

The organization is responsible for any agreed room configuration, seating, display, projection, sound, internet access, power, lighting, microphones, staging, accessibility arrangements, security, parking, loading access, and on-site support.

For virtual engagements, participants must have compatible devices, reliable internet access, working audio and video where required, and an environment reasonably suitable for participation.

Message & Method is not responsible for reduced quality, delay, or inability to deliver caused by facilities, systems, platforms, security restrictions, internet service, or technology controlled by the organization or participants.

If a material technical or facility failure prevents delivery, the parties will make a good-faith effort to identify a proportionate adjustment, which may include a revised format, delay, replacement time, credit, or rescheduling.

23. Participant conduct

The organization and participants must maintain a professional, respectful, lawful, and reasonably safe learning environment.

Harassment, threats, discrimination, deliberate disruption, unauthorized solicitation, unlawful conduct, misuse of confidential information, unauthorized recording, account sharing, or infringement of intellectual-property rights is prohibited.

Message & Method may remove a participant, suspend access, stop a session, or terminate an engagement where conduct creates a material safety, legal, confidentiality, security, harassment, or disruption concern.

Removal of a participant for misconduct does not create a right to a refund, replacement seat, replacement session, or reduction of the organization’s payment obligation.

24. Participant substitutions

Participant substitutions are permitted only as stated in the proposal or applicable product-specific terms.

A workshop or event attendee may ordinarily be replaced before the engagement without affecting the fee, provided the substitution does not change the agreed participant profile, access requirements, preparation, security, or scope.

A cohort, coaching, or course participant may not ordinarily be replaced after meaningful participation, account activation, individual preparation, or substantive services have begun.

A late substitution may require additional onboarding, preparation, administrative work, or fees and may not be accepted where it would disrupt the learning experience.

25. Sponsor reporting and participant privacy

The proposal or agreement will define what attendance, completion, participation, administrative, or progress information may be shared with the organizational sponsor.

Purchasing an engagement does not automatically give the organization access to private assessments, journal responses, coaching conversations, participant recordings, drafts, individual feedback, or other substantive participant content.

Message & Method may provide administrative information reasonably necessary to manage the engagement, such as enrollment, attendance, scheduling, completion status, use of purchased services, or payment information, as permitted by the applicable agreement and Privacy Policy.

Individual participant information may also be disclosed where authorized by the participant, required by law, necessary to address safety or serious misconduct, or otherwise permitted by the applicable agreement.

26. Aggregate organizational reporting

Organization-level observations, themes, trends, recommendations, or aggregate reporting are included only when stated in the proposal.

Where included, such reporting will ordinarily be framed to avoid identifying individual participants unless a different disclosure has been expressly authorized.

Aggregate reporting does not automatically include private journal content, assessments, coaching conversations, participant recordings, drafts, individualized feedback, or confidential personal disclosures.

Requests for additional analysis, written reports, presentations, executive briefings, or recommendations beyond the agreed scope may be treated as additional work.

27. Confidentiality

Each party may receive non-public business, operational, strategic, creative, technical, financial, participant, or other confidential information from the other.

Each party will use the other party’s confidential information only as reasonably necessary for the engagement and will take reasonable measures to protect it from unauthorized use or disclosure.

Confidential information may be disclosed to personnel, contractors, service providers, or professional advisers who reasonably need it for the engagement and are subject to appropriate confidentiality obligations.

Confidentiality obligations do not apply to information that was already lawfully known without restriction, becomes public through no breach, is independently developed without use of the confidential information, is lawfully received from another source, or must be disclosed by law or legal process.

If the organization requires a separate nondisclosure agreement, restricted systems, particular security controls, regulated-data terms, or a data-processing addendum, those requirements must be raised and agreed in writing before the relevant information is shared.

28. Restricted and sensitive information

The organization and participants should not provide trade secrets, protected health information, payment-card information, government identifiers, export-controlled information, privileged communications, highly sensitive personal information, regulated data, or third-party confidential information unless the written agreement and approved systems expressly permit it.

Message & Method’s ordinary course, meeting, email, form, storage, and support systems are not represented as suitable for every regulated or high-security use.

The organization is responsible for redacting or excluding information that is not necessary for the engagement.

29. Organization-supplied materials

The organization retains ownership of its original presentations, templates, policies, recordings, briefs, examples, data, brand assets, and other materials it supplies, subject to any rights belonging to third parties.

The organization grants Message & Method the limited permission necessary to review, copy, edit, display, transmit, store, and use those materials for purposes of preparing and delivering the engagement.

The organization represents that it has the authority and necessary permissions to provide and authorize use of the materials it supplies.

The organization is responsible for claims arising from unauthorized, infringing, unlawful, misleading, defamatory, confidential, or improperly disclosed organization-supplied material.

Message & Method may decline to use a supplied item where ownership, permission, confidentiality, accuracy, safety, appropriateness, or legal compliance is uncertain.

30. Participant-created content

Participants retain ownership of their original speeches, scripts, notes, recordings, presentations, ideas, responses, plans, and other participant-created work, subject to any pre-existing rights of the organization or another party.

Organizational sponsorship alone does not transfer participant-created work to Message & Method or create new ownership rights for the sponsoring organization.

Message & Method may access, host, process, transmit, store, display, and administer participant-created content as reasonably necessary to provide the engagement and as described in the Terms of Enrollment & Use and Privacy Policy.

Disputes concerning ownership between the organization and a participant are governed by their own employment, contractor, academic, intellectual-property, or other agreements and applicable law.

31. Participant exports

Participants may download and retain their own writings, responses, plans, recordings, and other participant-created materials where an authorized export or download function is provided.

Participants may use, revise, reproduce, and share their own exported content for lawful personal, educational, and professional purposes, subject to applicable confidentiality obligations, employer rights, third-party rights, and other restrictions affecting the underlying content.

Message & Method is not responsible for determining whether a participant may disclose organization-owned, confidential, regulated, privileged, or third-party material contained in an export.

32. Tool and assessment exports

Some Message & Method tools and assessments may allow a participant to export an output that combines participant-created content with Message & Method prompts, categories, labels, structure, formatting, or methodology.

The participant may retain and use that completed output for the participant’s own learning and original speaking or professional work.

Exporting an output does not transfer ownership of the underlying Message & Method tool, assessment, prompts, structure, framework, template, methodology, or software.

The organization and participants may not use an exported output to recreate, extract, distribute, teach, sublicense, commercialize, or build a competing or derivative version of the underlying tool or framework.

33. Downloadable reference resources

Participants may download and retain Message & Method reference resources that are expressly made available through an authorized download function.

Those resources may be used only for their intended personal, educational, or professional purpose.

Unless expressly authorized, downloadable resources may not be published, sold, licensed, adapted, posted to an organizational repository or intranet, incorporated into another course or training program, distributed to nonparticipants, or used to conduct future internal training.

A downloadable resource may be shared to the limited extent expressly contemplated by that resource or its instructions. For example, a constructive-feedback guide may be shared with a specific person from whom the participant is requesting feedback.

A limited sharing permission does not authorize broad organizational distribution, public posting, repeated training use, inclusion in a resource library, or redistribution to people who are not participating in the intended activity.

The availability of an export or download function for one resource does not authorize downloading, copying, extracting, photographing, screen-recording, reproducing, or distributing other Message & Method materials for which no authorized function is provided.

34. Message & Method intellectual property

Message & Method retains ownership of its curriculum, course content, frameworks, methods, assessments, prompts, tools, templates, exercises, workbooks, reference materials, slide materials, facilitator notes, recordings, software, systems, designs, branding, working methods, and general know-how.

The organization’s purchase grants only the limited access and use rights stated in the proposal, applicable product terms, and these Organizational Terms.

Attendance, enrollment, sponsorship, payment, or receipt of materials does not transfer ownership of Message & Method intellectual property.

The organization may not copy, reproduce, publish, distribute, adapt, translate, reverse-engineer, sublicense, sell, commercialize, or create derivative training materials from Message & Method intellectual property except as expressly authorized in writing.

35. Prohibition on internal training reuse

Organizational purchase does not grant the right to reuse Message & Method curriculum, slides, worksheets, tools, recordings, exercises, facilitator methods, or other educational materials to conduct future internal training.

The organization may not place Message & Method materials in an internal learning library, learning-management system, document repository, knowledge base, intranet, shared drive, or training archive unless a written license expressly permits it.

Participants may apply the principles they learn and may use authorized participant resources for their own original work. They may not reproduce or deliver the Message & Method program, exercises, tools, or materials as training for others.

Train-the-trainer use, repeated internal delivery, enterprise-wide distribution, licensed recordings, facilitator access, or broader internal reuse requires a separate written license and may involve additional fees.

36. Recording and transcription

The organization and participants may not independently record, livestream, screen-record, audio-record, photograph, transcribe, capture, or reproduce an organizational session unless the proposal or a separate written license expressly permits it.

The prohibition includes automated meeting assistants, artificial-intelligence note takers, transcription services, browser extensions, videoconferencing bots, and other recording or capture technologies.

Authorized recording may involve additional fees and conditions addressing permitted users, purpose, access period, storage, security, editing, distribution, accessibility, and deletion.

Permission to record or retain a session does not grant ownership of or broader reuse rights in Message & Method curriculum, presentation materials, exercises, participant content, or intellectual property.

Accessibility-related recording or transcription requests should be raised before the engagement so that an appropriate arrangement can be considered.

37. Recordings made by Message & Method

Message & Method may record an organizational session when the proposal, product terms, participant notice, or separate agreement permits it.

Recording and recording availability are not guaranteed unless the proposal expressly makes a recording a commissioned deliverable.

A recording may be missing, incomplete, corrupted, delayed, lost, removed, or unavailable because of technical failure, privacy concerns, storage limits, service-provider failure, security restrictions, data loss, or other circumstances.

Recording failure or unavailability does not by itself create a right to a refund, replacement service, credit, or extension.

Public, promotional, testimonial, or advertising use of a participant’s identifiable name, image, voice, presentation, or recording requires separate permission.

38. Commissioned deliverables

The proposal will identify any commissioned deliverables and the rights the organization will receive in them.

Unless the proposal states otherwise, upon full payment the organization receives a broad, perpetual license to use, reproduce, display, perform, modify, and distribute the final commissioned deliverables for the organization’s own lawful internal business or organizational purposes.

Any copyright assignment, ownership transfer, external distribution right, resale right, sublicensing right, or broader commercial license must be expressly stated in the proposal and becomes effective only after full payment.

Delivery of a final work product does not include editable source files, working files, drafts, unused concepts, internal notes, production files, proprietary templates, course materials, tools, methods, prompts, systems, or software unless the proposal expressly includes them.

The proposal may specify the delivery format, revision allowance, approval process, permitted audience, internal-use rights, external-use rights, and retention period.

39. Third-party materials

An engagement or deliverable may incorporate third-party photographs, illustrations, fonts, music, video, quotations, data, software, templates, platforms, or other licensed materials.

Third-party materials remain subject to their own licenses and are not transferred beyond the rights permitted by those licenses.

The organization is responsible for complying with usage restrictions disclosed in the proposal, deliverable documentation, license information, or accompanying materials.

Message & Method does not guarantee that a third-party license permits every future territory, medium, duration, audience, modification, distribution method, or commercial use.

The organization is responsible for obtaining expanded rights needed for uses outside the licensed scope.

40. Travel and expenses

Where an engagement requires travel, the proposal will identify the categories of travel-related charges payable by the organization.

Travel-related charges may include travel time, mileage, tolls, parking, airfare, rail travel, lodging, ground transportation, meals, venue charges, equipment, shipping, baggage, and other reasonable delivery expenses.

Unless the proposal requires item-by-item approval, Message & Method may make reasonable travel arrangements within the agreed framework without obtaining separate approval for each expense.

The proposal may use a fixed travel fee, allowance, estimate, expense cap, actual-expense arrangement, travel-time charge, or another agreed method.

If travel plans are cancelled or changed because of the organization, the organization remains responsible for nonrefundable and nonrecoverable travel commitments incurred under the agreed arrangement.

41. Personnel, facilitators, and subcontractors

Peter Cumbo ordinarily provides services identified as being personally delivered by him.

Message & Method may use employees, contractors, guest experts, technical personnel, administrators, production personnel, or qualified substitute facilitators where reasonably appropriate for the engagement.

A substitute or supporting professional will be selected in good faith based on qualifications, fit, availability, and the needs of the engagement.

Message & Method remains responsible for managing its personnel and for requiring appropriate confidentiality and professional conduct.

If the proposal expressly guarantees a named individual’s personal performance, substitution will occur only as permitted by that proposal or with the organization’s agreement.

42. Non-solicitation of personnel

During the engagement and for 12 months afterward, the organization will not knowingly solicit for direct employment or direct contracting a Message & Method employee or contractor materially involved in the engagement without prior written permission.

This restriction does not prohibit general public recruiting that is not directed at a particular person or the hiring of someone who independently responds without targeted solicitation.

This section does not apply where prohibited or restricted by applicable law.

43. No guaranteed results

Message & Method provides education, training, coaching, facilitation, feedback, tools, strategy, and related professional services.

No particular participant improvement, confidence level, communication outcome, audience response, organizational change, promotion, retention result, revenue result, performance rating, culture change, or business outcome is guaranteed.

Results depend on participant preparation, attendance, practice, implementation, leadership support, organizational conditions, audience factors, timing, prior experience, and circumstances outside Message & Method’s control.

Recommendations, training methods, examples, strategies, tools, feedback, and other guidance provided by Message & Method are offered for consideration and adaptation by the organization and its participants. Because Message & Method does not control the organization’s policies, employment decisions, communications, implementation, audience conditions, or operating environment, the organization is responsible for determining whether and how such guidance is appropriate for its intended use.

The organization and participants retain final authority and responsibility for decisions, communications, content, implementation, publication, employment actions, and organizational use.

44. Educational and professional boundaries

Organizational services are educational, coaching, creative, and consulting services.

They are not medical care, psychotherapy, legal advice, tax advice, financial advice, employment-law advice, human-resources investigation, compliance certification, or another licensed professional service unless expressly stated and provided by an appropriately qualified professional.

Message & Method may recommend that the organization or a participant consult an attorney, accountant, healthcare provider, mental-health professional, human-resources adviser, accessibility specialist, security professional, or another qualified adviser where appropriate.

45. Accessibility

The organization should communicate known accessibility requirements as early as practical so that available formats, facilities, technology, timing, and reasonable alternatives can be considered.

Message & Method will make good-faith efforts to identify reasonable and practical access solutions based on the request, engagement, materials, technology, schedule, and circumstances.

Specialized captioning, interpretation, remediation, accessible production, travel support, equipment, venue modification, or third-party accessibility services may require additional preparation, lead time, vendor support, or fees.

The organization remains responsible for accessibility obligations assigned to it under the proposal, including venue, employer, event-host, technology, and participant-accommodation responsibilities.

46. Technology and third-party services

Message & Method may use third-party services for course access, videoconferencing, recordings, scheduling, forms, support, file delivery, payments, communication, storage, analytics, and administration.

Third-party services may experience outages, errors, security restrictions, feature changes, data loss, or discontinuation.

Message & Method may replace a service or modify an administrative process when reasonably necessary, provided the material substance of the purchased service remains substantially available.

Temporary technical issues do not automatically create a refund, cancellation, replacement-service, or extension right.

If a material technology failure prevents substantial delivery, Message & Method may provide a proportionate remedy such as additional time, rescheduling, an alternative platform, a credit, or another reasonable adjustment.

47. Data storage and availability

Course platforms, coaching tools, forms, dashboards, journals, file systems, and other Message & Method services are not intended to serve as the organization’s or participant’s permanent backup or archive.

Data may be lost, corrupted, overwritten, deleted, made unavailable, or reverted to an earlier version because of technical failure, user action, security response, service-provider failure, maintenance, restoration from backup, or other circumstances.

The organization and participants are responsible for retaining copies of information and exports they consider important where an authorized export or download function is available.

Data loss or restoration does not by itself create an automatic right to a refund, extension, or replacement service. Message & Method may provide a proportionate remedy where reasonably appropriate or required by law.

48. Suspension

Message & Method may suspend access, delivery, support, scheduling, recordings, reporting, or work in progress for nonpayment, material breach, security risk, unlawful conduct, infringement concerns, harassment, unsafe conditions, misuse of services, or failure to provide required cooperation.

Where reasonable, Message & Method will provide notice and an opportunity to correct the issue.

Immediate suspension may occur where continued performance presents a material legal, safety, security, confidentiality, payment, fraud, harassment, or disruption risk.

Suspension caused by the organization or participants does not automatically extend deadlines, preserve reserved dates, or reduce amounts due.

49. Termination for organization breach

Message & Method may terminate an engagement for material breach, nonpayment, repeated noncooperation, unlawful or deceptive requested work, unsafe conditions, harassment, fraud, infringement, misuse of services, or circumstances that make continued performance professionally inappropriate or impracticable.

Where reasonable, Message & Method may provide notice and an opportunity to correct the issue before termination.

If termination results from the organization’s or a participant’s breach, the organization remains responsible for completed services, preparation, participant access activated, reserved capacity, work in progress, nonrecoverable commitments, travel expenses, third-party charges, and other amounts due under the proposal.

Any refund or credit for undelivered services will be determined based on the remaining material value, cause of termination, costs incurred, resulting loss, and applicable law.

50. Termination by Message & Method without organization breach

Message & Method may end an engagement for reasons not caused by the organization, including serious illness, incapacity, unexpected conflict, business interruption, unavailability of necessary personnel, or another circumstance that makes continued performance impracticable.

Where practical, Message & Method may offer rescheduling, an extension, a qualified substitute, a modified format, a transition, a credit, or another reasonable alternative.

If Message & Method terminates an engagement for reasons not caused by the organization and cannot provide a reasonable substitute or transition, the organization will receive a prorated refund for material services not delivered.

The prorated amount may account for services completed, preparation performed, participant access activated, deliverables completed, work in progress, support provided, nonrecoverable expenses, and other material value already delivered.

51. Force majeure

Neither party is responsible for delay or failure caused by events beyond its reasonable control, including severe weather, natural disaster, epidemic, government action, war, terrorism, civil disturbance, labor disruption, utility failure, widespread internet outage, transportation interruption, venue closure, or serious illness.

The affected party will make reasonable efforts to communicate the issue and reduce avoidable disruption.

The parties will work in good faith to reschedule, modify, suspend, or otherwise address the affected portion of the engagement.

Force majeure does not excuse payment for services already performed, access already delivered, nonrecoverable expenses, or commitments already incurred.

52. Representations and warranties

Each party represents that it has the authority to enter into the applicable agreement and perform its stated responsibilities.

Message & Method will provide the services in a professional manner consistent with the accepted scope.

Except for express commitments in the proposal or these Organizational Terms, services, platforms, content, recordings, and deliverables are provided without additional warranties to the fullest extent permitted by law.

Message & Method does not warrant uninterrupted access, error-free technology, compatibility with every organizational system, achievement of a particular result, or fitness for an undisclosed purpose.

53. Mutual responsibility for claims

Each party is responsible for claims, losses, or liabilities arising from its own breach, negligence, willful misconduct, unlawful conduct, infringement, unauthorized disclosure, or violation of third-party rights.

The organization is responsible for claims arising from organization-supplied materials, instructions, facilities, technology, participant conduct, employment decisions, unauthorized recording, unauthorized reuse, or uses of deliverables outside the agreed rights.

Message & Method is responsible for claims to the extent caused by its own breach, negligence, willful misconduct, or infringement.

Any indemnification obligation must be interpreted consistently with the accepted proposal and applicable law and does not require either party to assume responsibility for the other party’s independent wrongdoing.

54. Limitation of liability

To the fullest extent permitted by law, neither party will be liable to the other for indirect, incidental, special, exemplary, punitive, or consequential damages, or for lost profits, lost revenue, lost business opportunity, lost goodwill, or loss of anticipated savings arising from the engagement.

To the fullest extent permitted by law, Message & Method’s aggregate liability arising from an organizational engagement will not exceed the amount paid or payable to Message & Method for the specific engagement giving rise to the claim.

The liability limitations do not apply to payment obligations, unauthorized use of intellectual property, fraud, willful misconduct, or liability that cannot lawfully be limited.

Nothing in these Organizational Terms limits any nonwaivable right or remedy available under applicable law.

55. Insurance

Message & Method will maintain insurance it considers reasonably appropriate for its operations.

Any specific coverage type, policy limit, endorsement, certificate, additional-insured requirement, waiver, or other insurance obligation must be disclosed and agreed during the proposal or procurement process.

Message & Method is not required to obtain special or increased coverage unless it expressly agrees in writing, and associated costs may affect the fee.

56. Independent contractor relationship

Message & Method provides services as an independent contractor.

Nothing in the engagement creates an employment, partnership, joint venture, fiduciary, franchise, agency, or representative relationship between the parties.

Neither party may bind the other or make commitments on the other’s behalf except as expressly authorized in writing.

57. Publicity and use of names

Neither party may use the other party’s name, trademarks, logos, participant identities, testimonials, photographs, or recordings for public advertising or promotional purposes without permission.

Message & Method may make factual internal records identifying the organization as a client for accounting, administration, legal, insurance, and business-management purposes.

Any public case study, client-list placement, testimonial, press release, promotional recording, or public reference requires separate authorization.

58. Notices

Routine scheduling, participant administration, support, and project communications may be sent through email, the designated support channel, the applicable platform, or another agreed method.

Formal notices concerning breach, termination, legal claims, or contract disputes should be sent to the contact information stated in the proposal and to [email protected].

A notice is effective when received or when delivery is reasonably confirmed through the agreed communication method.

59. Assignment

The organization may not assign the engagement, proposal, purchased services, or contractual rights to another entity without prior written permission.

A corporate merger, acquisition, reorganization, or transfer of substantially all relevant assets may be treated as an assignment and should be disclosed promptly.

Message & Method may assign the agreement in connection with a business reorganization, merger, sale, or transfer of substantially all relevant business assets, provided the successor assumes the applicable obligations.

This section concerns assignment of the organizational agreement and does not override permitted assignment of unused participant seats under these Organizational Terms.

60. Governing law and disputes

The engagement is governed by the law specified in the accepted proposal. If the proposal does not specify governing law, the laws of the State of New York apply, without regard to conflict-of-law principles.

Before filing a formal claim, the parties will make a good-faith effort to resolve the dispute through direct discussion between authorized representatives.

If informal resolution is unsuccessful, any action concerning the engagement must be brought in a state or federal court with jurisdiction in Erie County, New York, unless the proposal requires another agreed forum or dispute process.

Each party waives any objection based on inconvenient forum to the extent permitted by law.

61. Severability and waiver

If a provision of these Organizational Terms is found unlawful or unenforceable, it will be enforced to the greatest extent permitted and the remaining provisions will continue in effect.

A failure or delay in enforcing a right does not waive that right.

A waiver applies only to the specific circumstance for which it is given and must be confirmed in writing by an authorized representative.

62. Entire agreement

The accepted proposal, these Organizational Terms, incorporated product-specific terms, and other expressly incorporated documents constitute the complete agreement concerning the organizational engagement.

They replace prior proposals, discussions, representations, emails, and understandings concerning the same scope, except for continuing confidentiality obligations or other prior agreements expressly preserved in writing.

Marketing copy, preliminary estimates, consultation discussions, and informal descriptions do not expand the accepted scope.

63. Survival

Provisions concerning payment, confidentiality, participant privacy, intellectual property, downloadable resources, recordings, commissioned deliverables, third-party materials, data, responsibility for claims, liability, disputes, and other provisions that by their nature should continue will survive expiration, cancellation, or termination.

64. Contact

Questions about organizational services, proposals, scheduling, procurement, or participant administration may be sent to [email protected].

Legal notices may be sent to [email protected].