COMPLETE SOLUTIONS VERIFIED
Prior to a session...
-Ensure coach is calm, present and emotionally available. Be mindful and present.
- Review coaching materials
- Eliminate distractions
- Be prepared with logistics (meeting location, technology needed, etc.)
Initial or intake session
- Describe coaching process
- Coach clarifies roles and expectations ( the coach will not diagnose or prescribe, nor
give unsolicited advice)
- Determine if client is appropriate for coaching
- Establish coaching agreement
- Allow for client to self-determine their goals and action steps
- Review assessment/biometrics or other data sources
- Discuss guidelines and specific parameters (logistics, fees, scheduling)
Early sessions
-Have client assess current state of their health and/or well being
- Explore the clients visions of their optimal health and/or well being
-Identify gaps between current state and desired lifestyle/outcomes
-Explore client preference for priority areas of focus
,- Establish long-term goals
-Establish short-term SMART goals/action steps
-Support the client in achieving the SMART goals/action steps
-Establish preferences for maintaining accountability
Follow up sessions
- Connect, have client self-assess state at beginning of session
- Check in on prior commitments/action steps
-Establish SMART goals/action steps
-Use appropriate skills/processes depending on clients focus
-Articulation new action steps/adjust plan if needed
-Discover and reflect clients learning
-Communicate appreciation of clients work
-Schedule next appointment
Final Coaching Session
-Invite client to reflect on, assess and articulate process made, challenges experienced,
lessons learned and growth attained
-Assist in developing sustainable pathway forward and/or maintenance/relapse
prevention plan including available support and resources
Client Centered Relationship
- The coach provides the structure of the session and serves as a facilitative partner
- Client's agenda, needs, interests and preferences (vs coach's) drives the coaching
relationship
- Share coach's personal information/experience only when appropriate
,- Share information or recommendations only when asked or given permission to do so
or as otherwise required within scope of practice
- Observe, name and refer to client's beliefs and values
- Convey the belief that the client is a resourceful, expert in own experience
- Adjust approach according to clients health literacy
Trust and Rapport
- Demonstrate benevolence, honesty, sincerity and authenticity
- Convey unconditional postive regard
- Follow through on commitments made to the client
- Openly name and address discord/conflict between coach and client as it occurs and
resolve in a timely manner
Co-Creating the Relationship
Establishing Trust and Intimacy
Coach will:
-Show genuine concern for the clients welfare and future.
-Demonstrates personal integrity, honesty and sincerity
- Establishes clear agreements and keeps promises
- Demonstrates respect for client's perceptions, learning style and personal being.
- Provides ongoing support for and champions new behaviors and actions, including
those involving risk-taking and fear of failure.
- Asks permission to coach client in sensitive, new areas
Co-Creating the Relationship
Coaching Presence
, Coach:
-Is present and flexible during the coaching process, dancing in the moment
- Accesses own intuition and trusts one's inner knowing-- "goes with the gut"
-Is open to not knowing and taking risks
- Sees many ways to work with the client and chooses in the moment what is most
effective
- Uses humor effectively to create lightness and energy
-Confidently shifts perspectives and experiments with new possibilities for own action
-Demonstrates confidence in working with strong emotions and can self-manage and
not be overpowered or enmeshed by clients emotions
Active listening and presence
- Be attentive and mindful
- Be open-minded
- Be curious without assumptions
- Pace communication to fit client's needs
- Listen for what is not being said
- Nonverbal communication
- Use silence appropriately
- Attend to and address nonverbal communications
Communicate Effectively
Active Listening
-Attends to the client and the client's agenda and not to the coaches agenda for the
client