PLAYBOOK TEMPLATES
Management Consulting Agreement
A Management Consulting Agreement governs advisory or professional services engagements. This playbook explores fee structures, confidentiality, and limitation of liability provisions.
Employment & Independent Contractors
Issue & Concept List
Worker Classification
Scope of Services
Compensation Terms
IP Ownership
Confidentiality Obligations
Term & Termination
Restrictive Covenants
Indemnification & Liability
Compliance Requirements
Dispute Resolution
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What you get in this playbook
1
Worker Classification
Defines whether the individual is an employee or independent contractor under common law standards.
2
Scope of Services
Outlines the duties, deliverables, and performance expectations of the party providing services.
3
Compensation Terms
Specifies the salary, fees, payment schedule, and expense reimbursement mechanisms.
4
IP Ownership
Determines ownership and usage rights for intellectual property created during the engagement.
5
Confidentiality Obligations
Establishes obligations to protect confidential information and trade secrets during and after the contract term.
6
Term & Termination
Defines contract duration, renewal terms, notice periods, and termination rights for convenience or cause.
7
Restrictive Covenants
Covers non-compete, non-solicitation, and non-disparagement obligations post-termination.
8
Indemnification & Liability
Allocates responsibility for third-party claims, damages, and sets caps on liability.
9
Compliance Requirements
Ensures adherence to applicable laws, regulations, and company policies, including data protection and anti-bribery.
10
Dispute Resolution
Specifies governing law, jurisdiction, and mechanisms like arbitration or mediation for resolving conflicts.
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