NOTE: These policies may change without notice. You can find out about changes by reading these policies anytime.

PRIVACY POLICY

I collect only the information on my website forms and personal, company and project information related to projects and workshops. I never sell your information to anyone. I never show it to anyone unless needed in connection with work your have contracted with me to provide or in cases I am legally required to share it.

PRICING POLICY

Estimates are free, with one exception: if some of the work must be performed in order to obtain the information necessary to determine a close estimate for completion of your project, that work will be contracted separately and billed at my standard hourly rate (current at the time of the work) minus the highest discount you qualify for at the time and the results of that work will be delivered to you upon payment completion. In that type of case, the estimate to continue your project will be sent after that initial work has been paid and delivered. Estimates are quoted by the expected number of hours your project will require. Time is billed by theactual hours spent on your project.

CONTRACT TYPE FOR PROJECTS

I prefer straight hourly billing. If you absolutely must have a fixed-price bid for your project, I can do that, but be aware that I buffer (i.e. add to) all fixed-price bids by a significant amount to account for the possibility of unforeseen issues.

If you choose to request an estimate as opposed to a fixed price bid, you will benefit from any savings resulting from actual vs estimated variances if actual hours worked total less than was estimated. This benefit is not be available with fix-priced bids.

CHANGE ORDERS AND AFFECT ON PAYMENTS AND PROJECT SCHEDULE

Whichever contract type you choose, the scope, schedule, and other project information will be briefly outlined in my proposal. After acceptance of my proposal, the project will be further defined, the schedule and other aspects of the project will be adjusted if necessary based on any new information and you will get a final estimate or bid before signing the contract. Any and all changes to any aspect of your project after you sign the contract will be managed and billed through change orders and may affect the scope, project schedule, payment schedule or other aspects of the contract. Each change order will also need to be signed in agreement by you.

PAYMENT POLICY FOR BUSINESS CONSULTING PROJECTS

All business consulting projects will have a payment schedule laid out in the contract. Most will have a payment schedule that follows the project schedule, ususally connected to the timing of milestones, shift points or other points in the project. However, other types of payment schedules may be implemented, depending on the project. Refer to your contract for specifics about your project plan and payment schedule.

The first payment, a good-faith deposit, is due when the contract is signed. Work will begin after receipt of the deposit. This deposit amount will be deducted from the last payment amount due, according to the payment schedule laid out in the contract, unless there have been change orders. If a change order changes the estimated hours to completion or the payment schedule, it may also change when this deposit will be applied. Refer to your contract and change order documents.

• You will receive an invoice via email before any payment due dates.
• The invoice # is required for payment.
• The total invoice amount, less any allowable discounts, is due when received.
• If any discounts are allowed, terms will be noted on the invoice.
• The invoice is past due at 5:00 pm your local time on the 14th calendar day from the due date if I have not yet received the payment. In other words, you have 14 calendar days, until 5:00 pm on the 14th calendar day to get the payment to me via my payment policies.
• REMINDER: Only initiating the payment by the deadline will cause the invoice to be late. I do not receive the payment until it completes the payment process with the payment processing company and they transfer the money to me.
• NOTE: It is very important to provide the invoice # being paid to ensure proper crediting of your payment to your project.
• I do not accept any non-electronic payment methods.

WORKSHOP SCHEDULING, RESCHEDULING, PAYMENT AND CANCELLATION POLICIES

WORKSHOP SCHEDULING

All workshops must be scheduled directly with me, Carlene Hatcher. Please use the "Request Workshop" link on my website each time you wish to request participation in a workshop. Be sure to fill in your email address on the "Workshop Request" form, as all schedule confirmations and meeting links are communicated via email.

At any given time, I schedule workshops for the four (4) weeks beyond the current week, starting with the following Monday. I am not available on Sundays.

• For requests made Monday through Thursday of the current week: > the first possible date, if slots are available, would be between Monday and Saturday the next week.

• For requests made Friday through Sunday of the current week: > the first possible date, if slots are available, would be Thursday through Saturday of the next week.

• Of course, workshops can also be scheduled for 3 weeks beyond that as well.

Workshops can also be scheduled at various intervals.

• For example, you can schedule four workshops, one on each of four days or one per week for four weeks, allowing time between to practice what you have learned before attending other workshops that build on that topic or activity.

• Another example is scheduling "extended workshops" for intensive learning, without the breaks between. This means scheduling multiple back-to-back 1/2 hour workshops in succession on the same day, if I am available. I limit extended workshops to 2 hours, which is a max of four 1/2 hour workshops and we will take three short breaks during that time.

Once your request is received, I will schedule the workshops and send you a confirmation email with the scheduled days and times, important information about connecting to the workshops and an invoice. When you make payments, be sure to include this Invoice # for proper payment matching prior to the payment deadline (see below).

WORKSHOP PAYMENT, RESCHEDULING AND CANCELLATION DEADLINES

Payment, reschedule and cancellation deadlines are all:
8:00 pm your local time
TWO (2) days prior to the scheduled workshop date

Regardless of when your workshops are scheduled, you can pay for them one or more at a time or all at once, but each must be paid in full before the deadline above to hold your spot at the workshop.

WORKSHOP RESCHEDULING AND CANCELLATION POLICIES

NOTE: I allow only ONE reschedule request for any workshop before the consequences below apply. In other words, you can reschedule one (1) time. After that, if you still want the workshop, you can fill out and send a new Workshop Request form. Please be as sure as possible of your availability and intent to participate when you schedule or reschedule a workshop.

To Reschedule a workshop, you must send an email to cs@StrategyInMotion.Net with "Reschedule Request" in the subject line BEFORE the deadline above.

To Cancel a workshop, you must send an email to cs@StrategyInMotion.Net with "Cancellation Notice" in the subect line BEFORE the deadline above.

NOTE: your reschedule or cancellation email MUST INCLUDE the name of the workshop(s), the scheduled dates and times AND the invoice # that was on the confirmation email when the workshop(s) were scheduled. The send date and time on your email will be used to determine if your reschedule request or cancellation notice was received before the deadline.

CONSEQUENCES OF NOT ADHERING TO THE ABOVE WORKSHOP POLICIES AND DEADLINES

• If you intend to participate, but do not pay before the deadline, your workshop reservation will be cancelled.

• If you scheduled, paid, cancelled, followed the policies and did not attend, I will refund the amount you paid for that one workshop.

• If you scheduled, paid, did NOT cancel or did NOT follow the policies and did not attend, you will forfeit any money you paid for that workshop.

• If you scheduled, paid, requested a reschedule, received a reschedule confirmation from me, did NOT follow the policies and did not attend the rescheduled workshop, you will forfeit any money you paid for that workshop.
• If you scheduled, paid, requested a reschedule, received a reschedule confirmation from me, did NOT follow the policies and did not attend the rescheduled workshop, you will forfeit any money you paid for that workshop.
• If you scheduled, paid, requested a reschedule, received a reschedule confirmation from me, cancellation notice, did NOT follow the policies and did not attend the rescheduled workshop, you will forfeit any money you paid for that workshop.