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What do health & wellness coaches do? - (ANSWER)Health & wellness coaches partner with clients seeking to
enhance their well-being through self-directed, lasting changes, aligned with their values. In the course of their work,
health & wellness coaches display an unconditional positive regard for their clients and a belief in their capacity for
change, honoring the fact that each client is an expert on their own life, while ensuring that all interactions are
respectful and non-judgmental.
4 parts of outline - (ANSWER)Coaching structure, Coaching process, Health/Wellness, and Legal/Ethics
1.1 Coach preparation prior to session - (ANSWER)Overview Prior to a coaching session, the coach reviews
materials, eliminates distractions, and takes time to become mindful and present. The coach's state helps the client
become calm and receptive, which fosters self-awareness and self-discovery.
Competencies
1.1.1. Coach is calm, present, and emotionally available 1.1.2. Review available client materials
1.1.3. Logistics (meeting location, conference call arrangements, etc.)
1.2. First session or before Overview - (ANSWER)The coach's aims for the initial session, or intake session, are to
describe the coaching process, review information and assessments provided by the client, and determine if the client is
an appropriate candidate for coaching. The coach clarifies roles and expectations; e.g., the coach will not diagnose or
,prescribe, nor give unsolicited advice; the client will self-determine his/her vision, goals, and action steps; and the
client will be actively engaged in trying new behaviors as planned with the coach. Logistics and responsibilities (client
vs. coach) are confirmed in a written Coaching Agreement.
1.2. First session or before - Competencies - (ANSWER)1.2.1. Set the climate/stage
1.2.1.1. Establish rapport
1.2.1.2. Gauge client's intentions for coaching/obtain information why coaching is sought
1.2.2. Determine if the individual is a candidate for health and wellness coaching and is an appropriate candidate for
you specifically
1.2.3. Explain the coaching process
1.2.4. Establish the Coaching Agreement
1.2.4.1. Guidelines and specific parameters of the coaching relationship (e.g., roles, logistics, fees, scheduling,
inclusion of others if appropriate, confidentiality)
1.2.4.2. Client vs. coach responsibilities, setting appropriate expectations
1.2.4.3. Understand type of coaching relationship (i.e., short laser coaching session vs. long-term coaching relationship,
telephonic, coaching apps, face-to-face, incentivized coaching)
1.2.5. Review assessments, if any used, and other data sources
1.2.6. Ensure appropriate time management of this and all sessions
1.3. Early (typically in the first, second or other early session) Overview - (ANSWER)In the initial stages of
coaching, time is spent exploring the client's values, vision, purpose, and priorities. The coach refers to these in
,subsequent sessions to elicit motivation. During early sessions, the coach also spends adequate time exploring the
client's understanding of his/her health and wellness, so goals are not set prematurely. Note that when choosing a focus
(Topic 1.3.4), the coach is not the "expert" deciding what is most appropriate; instead, the client is empowered to select
an area that feels important, motivating, or timely.
1.3. Early (typically in the first, second or other early session) Competency - (ANSWER)1.3.1. Have client assess
current state of his/her health and/or wellbeing
1.3.2. Explore the client's vision of his/her optimal health and/or wellbeing
1.3.3. Identify gaps between current state and client's desired lifestyle/outcomes
1.3.4. Explore and clarify client preference for priority areas of focus
1.3.5. Establish or refine client's specific long-term goals that lead toward desired outcomes
1.3.6. Establish or refine client's short-term SMART goals or action steps for what will be accomplished between
sessions
1.3.7. Support the client in achieving the SMART goals or action steps including back-up plans
1.3.8. Establish client's preferences for learning and maintaining accountability
1.4. Routine Ongoing Sessions Overview - (ANSWER)A coaching program starts with an initial phase, followed by
routine (ongoing) coaching sessions for a pre-determined period of weeks or months. At the opening of each session,
the coach asks about the client's current state (e.g., energy, mood); throughout the session, the coach refers to shifts in
the client's state. The coach facilitates review of previous action steps, uses other processes as appropriate (Section 2:
Coaching Process), and supports the client in defining new action steps. The coach reflects the client's understanding,
perspectives, and learning. At the end of each session, the client articulates new personal discoveries.
, 1.4. Routine Ongoing Sessions Competency - (ANSWER)1.4.1. Connect, have client self-assess state at beginning of
each session
1.4.2. Check-in on prior session commitments/action steps
1.4.3. Invite client to select focus for session
1.4.4. Establish or refine client's short-term SMART goals or action steps for what will be accomplished between
sessions
1.4.5. Articulate new action steps and adjust plan if needed, with self-monitoring
1.4.6. Discover and reflect client's learning, including "take-aways" from session
1.4.7. Communicate appreciation of client's work
1.4.8. Invite the client to provide feedback to the coach on the coaching provided
1.5. Coaching Program Termination - Overview - (ANSWER)In the final coaching session, the coach's focus is on
recognition of progress, learning, and closure. The client articulates successes and looks back at what s/he has learned.
The coach helps the client to establish a plan for how s/he will maintain or continue progressing toward goals, with an
emphasis on support and resources.
1.5. Coaching Program Termination - Competencies 1 - (ANSWER)1.5.1. Invite the client to reflect on, assess, and to
articulate progress made, challenges experienced, lessons learned, and growth attained