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1.1 Prior to a coaching session... - ANSWER 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.)
1.2 Initial or intake session - ANSWER - 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)
1.3 Early sessions - ANSWER -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
1.4 Follow up sessions - ANSWER - 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
1.5 Final Coaching Session - ANSWER -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
,2.1 Client Centered Relationship - ANSWER - 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
2.2 Trust and Rapport - ANSWER - 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
2.2 Co-Creating the Relationship
Establishing Trust and Intimacy - ANSWER 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
2.2 Co-Creating the Relationship
Coaching Presence - ANSWER 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
2.3 Active listening and presence - ANSWER - 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
2.3 Communicate Effectively
Active Listening - ANSWER -Attends to the client and the client's agenda and not
to the coaches agenda for the client
- Hears the client's concerns, goals, values and beliefs about what is and not possible
- Distinguishes between the words, the tone of voice and the body language
- Summarizes, paraphrases, reiterates, and mirrors back what client has said to ensure
clarity and understanding
- Encourages, accepts, explores and reinforces the client's expression of feelings,
perceptions, concerns, beliefs, suggestions, etc. - Integrates and builds on clients
ideas and suggestions
- "Bottom-lines" or understands the essence of communication and helps the client get
there rather than engaging in long, descriptive stories
-Allows the client to vent or "clear" the situation without judgement or attachment in
order to move on to the next steps.
2.3 Communicate Effectively
Powerful Questioning - ANSWER - Asks questions that reflect active listening and
an understanding of the clients perspectives
- Asks questions that evoke discovery, insight, commitment, or action
- Asks open-ended questions that create greater clarity, possibility, or new learning -
Asks questions that move the client toward what they desire, not questions that ask for
the client to justify or look backward
2.3 Communicate Effectively
Direct Communication - ANSWER -Is clear, articulate and direct in sharing and
providing feedback
- Reframes and articulates to help the client understand from another perspective what
he/she wants or is uncertain about
- Clearly states coaching objectives, meeting agenda and purpose of techniques or
exercises
- Uses language appropriate and respectful to the client
- Uses metaphor and analogy to help to illustrate a point or paint a verbal picture
2.4 Client Emotions and Energy - ANSWER - Attend to the clients state of being
- Acknowledge client's emotions
- Ask client to describe emotions when appropriate
- Show empathy
, - Foster self- compassion
2.5 Reflection - ANSWER -Simple content reflections, paraphrasing
- Double-sided and other types of reflections in MI
- Summaries
- Recall Previous Information and experiences of client
2.5.1 Simple Reflection
Repeat - ANSWER Adds little to no meaning or emphasis to what the client said.
Client: "I want to start taking my medication again."
Coach: "You want start taking your medication again."
2.5.1 Simple Reflection
Rephrase - ANSWER Slightly alter what a client says.
Client: "I really want to start taking my medication again."
Coach: "Taking your medication is very important to you."
2.5.2 Complex Reflections
Amplified - ANSWER Reflect what the client has said in an exaggerated way.
Client: "I'm here because my girlfriend made me come here."
Coach: "That's the only reason why you're here."
2.5.2 Complex Reflections
Come Alongside - ANSWER Use a bit of amplification to join with the person.
Client: "I've tried this AA thing a million times and it doesn't work for me. How can other
people with drinking problems tell me what to do? Plus, I just get too nervous. I get too
scared to open up, then I just clam up. It's not for me."
Coach: "It really may be too difficult for you. AA is not the best fit for everyone, even
though it's effective. Being a part of the group means making your contribution and it
might not be worth the discomfort. Perhaps it's better to stay as-is."
2.5.2 Complex Reflections
Double-sided - ANSWER Reflect both sides of the clients ambivalence.
Client: "I don't like what smoking does to my health, but it really reduces my
stress."