Health & Wellness Coaching Board Exam – Comprehensive Study Guide and Certification
Exam Preparation Material
Coach prep for session- overview (prior to session prep) - ✔✔review materials, eliminate
distractions, be mindful calm, and present.
Initial Intake coaching session
Describe
Review
Determine
Clarify
Allow
Confirm - ✔✔1.) Describe coaching process,
2.) Review info & assessments provided,
3.) Determine if coaching is appropriate.
4.) Clarify roles & expectations;
5.) Allow client to self determine their vision, goals, and action steps; & actively engages in new
behaviors.
6.) Confirm logistics and responsibilities in written agreement.
session opening - ✔✔ask how the client is, use reflections. Ask positive inquiry about previous
week, reflect something positive, ask client to select goal to review
Early coaching session (1 or 2) competencies (5 total)
Assess
Identify
Explore/Clarify
,Establish/Refine
Support - ✔✔1.) Assess current & optimal state of health & well being,
2.) Identify gaps between current & optimal states.
3.) Explore/Clarify priority areas of focus, and learning preferences and accountability
4.) Establish/refine client's specific short term and long-term goals
5.) Support the client in achieving goals, action steps, back up plans
Routine Ongoing Sessions- overview (5 total)
Ask about the:
Refer to shifts in the
Support the client in:
Reflect the client's:
Closing: - ✔✔1.) client's current state (e.g., energy, mood);
2.) client's state, facilitate review of previous action steps,
3.) defining new action steps,
4.) understanding, perspectives, and learning.
5.) Closing: the client articulates new personal discoveries.
Routine Ongoing Sessions general order: - ✔✔client self assesses state
goal review
topic of importance
short term smart goals
new action steps
take-aways
appreciating client's work
feedback on coaching
,Goal Review - ✔✔explore full experience, starting with positive
use reflections, expands inquiry about best experience, respond to challenges with
reflections/inquiries, affirms client strengths, inquire about percentage of success
FINAL SESSION:
Invite the client to reflect on
Assist in developing a: - ✔✔:progress made, challenges experienced, lessons learned, and
growth attained
:sustainable pathway forward and/or maintenance/relapse prevention plan including available
support and resources
Client is the expert in:
The coach provides: - ✔✔:navigating his/her own life, based upon personal preferences and
past experiences.
:the structure of the session and serves as a facilitative partner.
The coach's primary role does NOT include: - ✔✔a content expert or educator who diagnoses,
advises, or instructs the client on what to do.
Client's:
Share personal info/experience/recommendations only when:
Observe, name, and refer to client's:
Convey the belief that client is:
Adjust approach according to: - ✔✔Client's agenda, needs, interests, and preferences drive the
relationship.
appropriate or when specifically asked/given permission to do so
:beliefs and values.
, :resourceful, expert in own experience.
:client's health literacy
Demonstrate:
Convey:
Follow Through on:
Openly name and address: - ✔✔:benevolence, honesty, sincerity, and authenticity
:unconditional positive regard
:commitments
:discord/conflict as it occurs and resolve in a timely manner
The coach establishes a: - ✔✔positive and safe environment where the client feels accepted
and supported, which helps the client clarify values/access motivation.
The coach's confidence in the client's ability to______, ________, &________
supports the client's_________. - ✔✔learn, grow, and change / self-efficacy.
The coach builds trust by attending to the client's - ✔✔emotions as well as words and
behaviors; i.e., when the coach senses conflict, discomfort or confusion, the coach
acknowledges what is happening with curious interest.
The coach facilitates behavior change by empowering the client to: - ✔✔self-discover values,
resources, and strategies that are individualized and meaningful.
Generative moment - ✔✔identify topic, ask permission to explore, client describes what they
want, explore strengths, environments to move forward, including pros/cons, develop
discrepancy, brainstorming, express confidence in client's ability to move forward
Exam Preparation Material
Coach prep for session- overview (prior to session prep) - ✔✔review materials, eliminate
distractions, be mindful calm, and present.
Initial Intake coaching session
Describe
Review
Determine
Clarify
Allow
Confirm - ✔✔1.) Describe coaching process,
2.) Review info & assessments provided,
3.) Determine if coaching is appropriate.
4.) Clarify roles & expectations;
5.) Allow client to self determine their vision, goals, and action steps; & actively engages in new
behaviors.
6.) Confirm logistics and responsibilities in written agreement.
session opening - ✔✔ask how the client is, use reflections. Ask positive inquiry about previous
week, reflect something positive, ask client to select goal to review
Early coaching session (1 or 2) competencies (5 total)
Assess
Identify
Explore/Clarify
,Establish/Refine
Support - ✔✔1.) Assess current & optimal state of health & well being,
2.) Identify gaps between current & optimal states.
3.) Explore/Clarify priority areas of focus, and learning preferences and accountability
4.) Establish/refine client's specific short term and long-term goals
5.) Support the client in achieving goals, action steps, back up plans
Routine Ongoing Sessions- overview (5 total)
Ask about the:
Refer to shifts in the
Support the client in:
Reflect the client's:
Closing: - ✔✔1.) client's current state (e.g., energy, mood);
2.) client's state, facilitate review of previous action steps,
3.) defining new action steps,
4.) understanding, perspectives, and learning.
5.) Closing: the client articulates new personal discoveries.
Routine Ongoing Sessions general order: - ✔✔client self assesses state
goal review
topic of importance
short term smart goals
new action steps
take-aways
appreciating client's work
feedback on coaching
,Goal Review - ✔✔explore full experience, starting with positive
use reflections, expands inquiry about best experience, respond to challenges with
reflections/inquiries, affirms client strengths, inquire about percentage of success
FINAL SESSION:
Invite the client to reflect on
Assist in developing a: - ✔✔:progress made, challenges experienced, lessons learned, and
growth attained
:sustainable pathway forward and/or maintenance/relapse prevention plan including available
support and resources
Client is the expert in:
The coach provides: - ✔✔:navigating his/her own life, based upon personal preferences and
past experiences.
:the structure of the session and serves as a facilitative partner.
The coach's primary role does NOT include: - ✔✔a content expert or educator who diagnoses,
advises, or instructs the client on what to do.
Client's:
Share personal info/experience/recommendations only when:
Observe, name, and refer to client's:
Convey the belief that client is:
Adjust approach according to: - ✔✔Client's agenda, needs, interests, and preferences drive the
relationship.
appropriate or when specifically asked/given permission to do so
:beliefs and values.
, :resourceful, expert in own experience.
:client's health literacy
Demonstrate:
Convey:
Follow Through on:
Openly name and address: - ✔✔:benevolence, honesty, sincerity, and authenticity
:unconditional positive regard
:commitments
:discord/conflict as it occurs and resolve in a timely manner
The coach establishes a: - ✔✔positive and safe environment where the client feels accepted
and supported, which helps the client clarify values/access motivation.
The coach's confidence in the client's ability to______, ________, &________
supports the client's_________. - ✔✔learn, grow, and change / self-efficacy.
The coach builds trust by attending to the client's - ✔✔emotions as well as words and
behaviors; i.e., when the coach senses conflict, discomfort or confusion, the coach
acknowledges what is happening with curious interest.
The coach facilitates behavior change by empowering the client to: - ✔✔self-discover values,
resources, and strategies that are individualized and meaningful.
Generative moment - ✔✔identify topic, ask permission to explore, client describes what they
want, explore strengths, environments to move forward, including pros/cons, develop
discrepancy, brainstorming, express confidence in client's ability to move forward
