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1. Coach prep for session- overview review materials, eliminate distractions, be mindful
(prior to session prep) calm, and present.
2. Initial Intake coaching session 1.) Describe coaching process,
Describe 2.) Review info & assessments provided,
Review 3.) Determine if coaching is appropriate.
Determine 4.) Clarify roles & expectations;
Clarify 5.) Allow client to self determine their vision, goals,
Allow and action steps; & actively engages in new behav-
Confirm iors.
6.) Confirm logistics and responsibilities in written
agreement.
3. session opening ask how the client is, use reflections. Ask positive in-
quiry about previous week, reflect something positive,
ask client to select goal to review
4. Early coaching session (1 or 2) com- 1.) Assess current & optimal state of health & well
petencies (5 total) being,
Assess 2.) Identify gaps between current & optimal states.
Identify 3.) Explore/Clarify priority areas of focus, and learning
Explore/Clarify preferences and accountability
Establish/Refine 4.) Establish/refine client's specific short term and
Support long-term goals
5.) Support the client in achieving goals, action steps,
back up plans
5. Routine Ongoing Sessions- 1.) client's current state (e.g., energy, mood);
overview (5 total) 2.) client's state, facilitate review of previous action
Ask about the: steps,
Refer to shifts in the 3.) defining new action steps,
Support the client in: 4.) understanding, perspectives, and learning.
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Reflect the client's: 5.) Closing: the client articulates new personal discov-
Closing: eries.
6. Routine Ongoing Sessions general client self assesses state
order: goal review
topic of importance
short term smart goals
new action steps
take-aways
appreciating client's work
feedback on coaching
7. Goal Review explore full experience, starting with positive
use reflections, expands inquiry about best expe-
rience, respond to challenges with reflections/in-
quiries, affirms client strengths, inquire about per-
centage of success
8. FINAL SESSION: :progress made, challenges experienced, lessons
Invite the client to reflect on learned, and growth attained
Assist in developing a: :sustainable pathway forward and/or mainte-
nance/relapse prevention plan including available
support and resources
9. Client is the expert in: :navigating his/her own life, based upon personal
The coach provides: preferences and past experiences.
:the structure of the session and serves as a facilitative
partner.
10. The coach's primary role does NOT a content expert or educator who diagnoses, advises,
include: or instructs the client on what to do.
11.
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Client's: Client's agenda, needs, interests, and preferences dri-
Share personal info/expe- ve the relationship.
rience/recommendations only appropriate or when specifically asked/given permis-
when: sion to do so
Observe, name, and refer to :beliefs and values.
client's: :resourceful, expert in own experience.
Convey the belief that client is: :client's health literacy
Adjust approach according to:
12. Demonstrate: :benevolence, honesty, sincerity, and authenticity
Convey: :unconditional positive regard
Follow Through on: :commitments
Openly name and address: :discord/conflict as it occurs and resolve in a timely
manner
13. The coach establishes a: positive and safe environment where the client feels
accepted and supported, which helps the client clarify
values/access motivation.
14. The coach's confidence in the learn, grow, and change / self-efficacy.
client's ability to______, ________,
&________
supports the client's_________.
15. The coach builds trust by attending emotions as well as words and behaviors; i.e., when
to the client's the coach senses conflict, discomfort or confusion, the
coach acknowledges what is happening with curious
interest.
16. The coach facilitates behavior self-discover values, resources, and strategies that are
change by empowering the client individualized and meaningful.
to:
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17. Generative moment identify topic, ask permission to explore, client de-
scribes what they want, explore strengths, environ-
ments to move forward, including pros/cons, devel-
op discrepancy, brainstorming, express confidence in
client's ability to move forward
18. Active listening & Presence 1.) attentive and mindful, open-minded, be curious
Be: 2.)fit client's needs,
Pace communication to: 3.)what is not being said,
Listen for: 4.) nonverbal communication,
Attend to and address: 5.) appropriately.
Use silence:
19. In addition to listening to verbal in- expression, tone, emotions, and energy.
formation shared by the client, the relevant behaviors (or lack thereof).
coach is attuned to nonverbal cues
which are:
The coach also notices:
20. The coach uses ____ ______ to no- mindful awareness/curiosity and non-judgment
tice with _____ and _______what is
happening with the client and with
themselves during coaching.
21. goal setting ask client to choose a goal, explores support needed
to ensure success, refine goal to be SMART, use con-
fidence ruler, client restates goal, affirm client's ability
to achieve goals
22. Active listening involves using silence/ "hold the space" / reflect, process, and iden-
_________ appropriately to _____ ___ tify
_____ and allowing clients time