What I do

Expertise areas

Visibility

Facilitation

Executive sparring

Leadership coaching

Projects & Project Portfolio Management

Benefits realization management

Who I am

Contact me

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Terms & Conditions

Effective Date: June 01, 2025
Entity: Beate Lauf LLC, Utah, United States

 

 

These Terms and Conditions apply to advisory services, open workshops, in-house workshops and training programs provided by Beate Lauf LLC, unless otherwise agreed in writing.

The specific scope, format, dates, fees, responsibilities and deliverables are defined in the written proposal, statement of work, booking confirmation, invoice or other written agreement issued by Beate Lauf LLC.

## Table of Contents

1. General Terms
2. Advisory Services
3. Workshops and Training Programs
4. Fees, Payment and Expenses
5. Changes, Cancellation and Rescheduling
6. Confidentiality
7. Materials and Intellectual Property
8. Responsibility and Liability
9. Data Submitted Through Forms
10. Governing Law

## 1. General Terms

Beate Lauf LLC provides advisory services, workshops and training programs related to project work, project management structures, project competence development, project transparency, benefit realization, decision clarity, resource and portfolio visibility and practical implementation issues.

A contract or booking is formed only when Beate Lauf LLC issues or accepts a written proposal, statement of work, booking confirmation, invoice or other written agreement.

Submitting a website form, reservation request or inquiry does not automatically create a confirmed booking or engagement.

If an individual written agreement conflicts with these Terms and Conditions, the individual written agreement takes precedence.

## 2. Advisory Services

### 2.1 Scope of advisory services

Advisory services are based on the scope agreed in writing between the client and Beate Lauf LLC.

Beate Lauf LLC may provide analysis, facilitation, recommendations, structure, sparring, review, documentation, decision support or practical support related to project work and organizational project capability.

The exact scope, deliverables, format, timeline and fee are defined in the proposal, statement of work, invoice or other written agreement.

### 2.2 Client responsibility

The client remains responsible for business decisions, project decisions, internal approvals, implementation, operational execution and results.

Beate Lauf LLC provides advisory support, structure and recommendations, but does not assume responsibility for internal management decisions or operational execution unless expressly agreed in writing.

### 2.3 Changes in scope

If the requested scope changes or additional work is required, Beate Lauf LLC may provide an updated proposal, statement of work, fee estimate or invoice before continuing the additional work.

### 2.4 Cancellation or postponement of advisory services

Cancellation or postponement terms for advisory services are defined in the proposal, statement of work or written agreement.

If no specific cancellation terms are stated, fees for work already performed, preparation already completed and expenses already incurred remain payable.

## 3. Workshops and Training Programs

### 3.1 Open workshops

Open workshops are scheduled workshops that individual participants or organizations may reserve places for.

For open workshops, Beate Lauf LLC may define a minimum and maximum number of participants to ensure suitable working conditions.

Places in open workshops are allocated in the order in which bookings are received and payment is made by the due date.

### 3.2 In-house workshops and training programs

In-house workshops and training programs are developed or adapted for a specific organization.

The content, structure, format, timing and level of detail may be adapted to the organization’s project reality, participant group and specific requirements.

For in-house workshops and training programs, Beate Lauf LLC reserves the agreed date with the client. The booking becomes binding once payment has been received, unless otherwise agreed in writing.

### 3.3 Booking confirmation

For open workshops, a contract between the client and/or participant and Beate Lauf LLC is formed when Beate Lauf LLC issues a written booking confirmation and invoice.

For in-house workshops and training programs, the agreement is formed when the client accepts the written proposal, booking confirmation, statement of work or invoice issued by Beate Lauf LLC, unless otherwise agreed in writing.

### 3.4 Workshop information

After a workshop booking has been confirmed, participants will receive further information about the workshop in due time by email.

Participants are responsible for arranging their own accommodation and travel, unless otherwise agreed in writing.

Accommodation, meals, travel expenses and any other personal expenses are not included in the workshop fee unless expressly stated in writing.

### 3.5 Substitute participants

A substitute participant may attend the full workshop in place of the originally registered participant at no additional cost.

## 4. Fees, Payment and Expenses

The fees for open workshops are stated on the relevant workshop page or in the booking confirmation and invoice.

The fees for in-house workshops, training programs and advisory services are agreed individually and stated in the proposal, statement of work, booking confirmation or invoice.

The full workshop fee is due 21 days after the booking confirmation and invoice have been issued, unless otherwise stated on the invoice.

For short-notice bookings, payment is due no later than before the start of the workshop, unless otherwise agreed in writing.

For advisory services, in-house workshops and training programs, payment terms are stated in the proposal, statement of work or invoice.

The workshop place or in-house workshop date is secured once payment has been received.

Non-payment of the fee does not constitute cancellation of the booking or agreement.

Sales tax, if applicable, will be added to the invoice.

## 5. Changes, Cancellation and Rescheduling

### 5.1 Cancellation by the client or participant for open workshops

A confirmed open workshop booking may be cancelled under the following conditions:

- Cancellation more than 30 days before the workshop begins: no cancellation fee
- Cancellation 11 to 30 days before the workshop begins: 50% of the workshop fee is due
- Cancellation 10 days or less before the workshop begins: 100% of the workshop fee is due

After the workshop has started, no refund will be made.

### 5.2 Cancellation of in-house workshops and training programs

The same cancellation periods apply to in-house workshop and training program bookings, unless otherwise agreed in writing.

If an in-house workshop or training program requires substantial preparation, customization or travel arrangements, fees for preparation already completed and expenses already incurred may remain payable.

### 5.3 Cancellation or rescheduling by Beate Lauf LLC

Beate Lauf LLC may cancel or reschedule a workshop, in-house workshop, training program or advisory appointment for important reasons, including illness, insufficient participant numbers, travel disruption, force majeure or other circumstances outside reasonable control.

If the minimum number of participants for an open workshop is not reached, Beate Lauf LLC may cancel or reschedule the workshop.

In such cases, Beate Lauf LLC will inform the client or participants as soon as reasonably possible and will offer a replacement date, credit or refund where applicable.

Further claims related to cancellation or rescheduling are excluded to the extent permitted by law.

## 6. Confidentiality

Clients and participants must treat information obtained during advisory services, workshops or training programs as confidential, especially information relating to other participants, organizations, projects, internal business matters, project data, decisions, strategies or other non-public information.

Beate Lauf LLC will treat client-specific information, project information and internal business information as confidential, unless disclosure is required by law or agreed in writing.

## 7. Materials and Intellectual Property

Workshop materials, training materials, templates, tools, concepts, exercises, documentation and advisory materials provided by Beate Lauf LLC remain the intellectual property of Beate Lauf LLC unless otherwise agreed in writing.

These materials may not be copied, reproduced, distributed, published, shared, sold, modified or used for internal training or external delivery without prior written permission.

This applies to materials provided before, during and after an advisory engagement, workshop or training program, whether in printed, digital or verbal form.

Clients and participants may use the materials internally for their own project work, unless otherwise agreed in writing.

Audio, photo and video recordings during advisory sessions, workshops or training programs are not permitted without the express consent of Beate Lauf LLC.

## 8. Responsibility and Liability

Advisory services, workshops and training programs are designed to support better project work, decision-making, transparency and implementation capability.

The client remains responsible for its own business decisions, project decisions, internal communication, implementation, management action and results.

Beate Lauf LLC does not guarantee specific business, financial, operational or project outcomes unless expressly agreed in writing.

Participation in workshops and training programs is at each participant’s own responsibility.

Participants are responsible for their own insurance coverage. Beate Lauf LLC is not liable for accidents, personal injury, property damage, loss, theft or other damages, except where liability cannot be excluded under applicable law.

For advisory services, Beate Lauf LLC’s liability is limited to the amount paid by the client for the relevant service, to the extent permitted by law.

Beate Lauf LLC is not liable for indirect, incidental, consequential or special damages, including loss of profit, loss of business opportunity, loss of data or interruption of business, to the extent permitted by law.

## 9. Data Submitted Through Forms

Information submitted through website forms is used to process workshop reservations, quote requests, advisory inquiries, booking confirmations, invoices and related communication.

Clients and participants are responsible for providing accurate and complete information, including participant names, contact details, billing information and internal references where required.

## 10. Governing Law

These Terms and Conditions are governed by the laws of the State of Utah, unless otherwise required by applicable law or agreed in writing.