When someone contacts me about meeting for spiritual direction, the first thing I propose is an informal meeting for coffee, or an extended phone conversation if the person lives far away. In this initial meeting, we talk about what I offer as a spiritual director, what the person is expecting and hoping for from direction, and how the logistics of a direction relationship would work for us. It’s a chance for both of us to get a sense of each other and whether we are a good match.
After this initial conversation, we both take time to think and pray about whether we’d like to start meeting regularly. People often interview multiple spiritual directors before they decide, which is great.
If the person and I both feel that we’d like to move forward, I ask them to read and sign a boilerplate agreement that covers some general ground: what services I can and can’t provide, our agreed-to rate for payment, my commitment to confidentiality, and the limits that I must put on confidentiality in exceptional cases.
I use a similar process in my work as a supervisor of other spiritual directors.
Here are the PDF versions of the agreement forms that I use in my spiritual direction and supervision relationships: