MAKE THE DOCUMENT WORK FOR YOUR SITUATION
About this non-compete agreement — review worksheet
Prepare a review worksheet for a proposed restraint, its actual business rationale, and the applicable current law. Its existence does not establish enforceability.
When to use it
- Use to assemble facts before proposing or enforcing a restriction.
- Consider appropriately scoped confidentiality or information-security arrangements after legal review of their actual effect.
What to gather before completing it
- Identify the worker’s actual duties, residence, work locations, regulated profession, agreement history, and separation facts.
- Review the current state framework, exclusions, timing, consideration, and the effect of the proposed activities and geography.
- Record the information or relationships at risk and evaluate alternatives that address the risk with less restriction.
Common mistakes to avoid
- Assuming an effective nationwide FTC ban or assuming that its absence validates every restraint.
- Using the same agreement for California employees, Florida CHOICE Act coverage, Massachusetts excluded workers, and Texas health professionals.
- Treating a choice-of-law line or a “confidentiality” title as a way around the actual effect of a restriction.
After you complete the document
- Keep evidence of supplied notices, advice, consideration, and the reviewed final text.
- Review changes in work location, duties, law, and separation facts before enforcement.
- Avoid presenting the worksheet itself as a professionally approved agreement.
What the template includes
The online builder and downloaded documents use the same fields. A selected state can add relevant research prompts. Complete only applicable items; add explanations for exceptions rather than assuming a blank entry resolves them.
Document details4 inputs +
Set the date, jurisdiction, and your internal reference.
- Document date *
- US state *
- County
- Document reference
Work location & legal coverage5 inputs +
Record the actual facts, reviewed rule, and supporting references. No answer here certifies a waiver, exemption, restriction, or deadline as valid.
- States where work is actually performed
- Local workforce rules and official references
- Employer size and coverage facts reviewed
- Applicable collective agreement or representation
- Reviewed rule and dated source reference
Restriction coverage & alternatives10 inputs +
Record the actual facts, reviewed rule, and supporting references. No answer here certifies a waiver, exemption, restriction, or deadline as valid.
- Actual restraint category reviewed
- Relevant residence and work location history
- Occupation and any regulated professional license
- Specific protected interest and supporting evidence
- Actual information access and safeguards
- Less restrictive alternatives reviewed
- Applicable current statute and coverage review
- Agreement supplied and review opportunity record
- New consideration or garden leave basis reviewed
- Unresolved issues and review conclusions
Policy & procedure11 inputs +
Tailor each provision to your workforce, jurisdiction, and actual practices.
- Business *
- Person subject to proposal *
- Business interest to protect *
- Role and access to confidential information
- Proposed restricted activities *
- Proposed duration *
- Proposed territory *
- Proposed consideration
- Exceptions and protected rights *
- Enforceability assessment / counsel notes *
- Confidentiality or nonsolicitation alternatives
Additional details & signing7 inputs +
Add attachments, exceptions, and the names of authorized signers.
- Attachments / supporting records
- Exceptions / additional terms
- First signer printed name
- First signer title
- Second signer printed name
- Second signer title
- Signing date
Practical tips
- Be specific. A clear description is easier to verify than a broad label.
- Download Word if you need to add an attachment or adjust the layout.
- Keep the completed document and supporting records together.
Before signing or submitting
Non-compete restrictions are prohibited or limited in many situations and jurisdictions. This worksheet does not determine enforceability. Have counsel assess the proposed restriction and current law before presenting an agreement.