When someone contacts me about meeting for spiritual direction, I am curious to learn what the person is expecting and hoping for from direction, and how the logistics of a direction relationship would work for them and for me. It’s a chance for both of us to get a sense of each other and whether we are a good match. 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: