PEER ADVISORY GROUP AGREEMENT

Mark Schall – The Perspective Room

1. Overview

This agreement outlines the structure, expectations, and terms for participation in the Peer Advisory Group facilitated by Mark Schall (“Facilitator”).

The purpose of this group is to provide a confidential, structured environment for leaders to think through real-time decisions, gain perspective, and engage in meaningful, high-level conversation with peers.

2. Program Structure

• Group size: Approximately 8 participants
• Format: One facilitated group session and two 1:1 sessions per month
• Duration: 6-month commitment
• Sessions focus on real, current leadership situations brought by participants

3. Investment & Payment

Founding Member Terms:

• $1,500 per month for 6 months
  OR
• $8,000 paid in full
• Onboarding fee of $1500 waived for founding members

Payment Terms:

• Monthly payments are billed on a recurring basis
• If pay-in-full option is chosen, payment is due prior to program start

4. Confidentiality

Confidentiality is foundational to the integrity of the group.

Participants agree to:

• Keep all shared information strictly confidential
• Not disclose identities, situations, or discussions outside the group
• Respect the privacy and trust of all members

This includes business information, personal reflections, and any sensitive material shared during sessions.

5. Participation Expectations

Participants agree to:

• Attend sessions consistently and on time
• Complete the Hogan Assessment and accompanying debrief prior to the first group session.
• Come prepared with real situations, decisions, or challenges
• Engage honestly and respectfully
• Be open to both giving and receiving perspective

The value of the group is directly tied to the level of engagement and candor within it.

6. Group Fit & Integrity

The Facilitator is committed to maintaining a high-quality, aligned group.

• Participation is contingent on maintaining a strong fit with the group
• If misalignment arises, the Facilitator may address it directly with the participant
• Adjustments may include repositioning within another group or discontinuing participation if necessary

This ensures the integrity and value of the group for all members.

7. No Guarantee of Specific Outcomes

This program is designed to support clarity, decision-making, and leadership effectiveness.

However:

• No specific business or financial outcomes are guaranteed
• Results depend on each participant’s engagement and application

8. Nature of the Relationship

This is a professional development and advisory environment.

• It is not therapy, legal advice, or financial advisory services
• Participants are responsible for their own decisions and actions

9. Cancellation & Refund Policy

• No refunds are given for monthly payment plans
• If a member chooses to discontinue participation, no further monthly payments are required
• For members who select the pay-in-full option, any refund will be calculated on a pro-rated basis using the paid-in-full amount ($8,000), less a $1,500 onboarding allocation. The remaining balance will be prorated based on the unused portion of the program.

10. Termination

The Facilitator reserves the right to remove a participant if:

• Confidentiality is breached
• Behavior disrupts the group dynamic
• Participation is consistently misaligned with group expectations

Any such action will be handled with professionalism and communication.

11. Agreement

By signing below, you acknowledge that you have read, understood, and agree to the terms outlined in this agreement.