Week 3 First session or before Flashcards
1.2 First Session or Before
- Set the climate/stage
- Establish rapport
- Gauge clients intentions for coaching
- Determine the individual is a candidate for coaching
- Explain the coaching process
- Establish the coaching agreement
- Guidelines and specific parameters of the coaching relationship
- (schedule, roles, logistics, fees, confidentiality)
- Client vs. coach responsibilities
- setting appropriate expectations
- Understand the type of coaching relationship. short, long-term, telephonic, face-to-face,
- Review assessments
- Ensure appropriate time management in all sessions
Coaching Theories and Processes that we use- 8
- Self-determination- move from dependant to empowerment
- Positive Psychology- strength/virtue, what’s right
- Appreciative Inquiry
- Nonviolent Communication- empathy and compassion
- Motivational Interviewing
- Emotional Intelligence
- Design Thinking
- Flow Theory
Coaching Program Guidelines - Phase 1 (Appendix A)
Phase 1- Prospect Phase • Email welcome, introduction • Discuss what coaching is You are the expert, encourage self-discovery o The outcomes you can expect to get *Increased self-awareness *Acquire knowledge and new skills *Increased satisfaction *Sustainable behavior change o What coaches are not *Do not diagnose problems *Are not therapists, psychologists, or dietitians. Introduce Coach Biography Discuss protocol, fees, payment terms.
Phase 2- Program Startup (8 steps Appendix A)
1- Set Expectations 2- Prepare for Session 3- Session Opening 4- Explore Assessment 5- Design a Vision 6- Design 3-month Goals 7- Design Action Plans 8- Session Close
Set Expectations
- Share, discuss and agree on coaching agreement
- Confirm confidentiality and record keeping.
- Clarify scheduling, rescheduling, session length
- Share assessment for the client to complete.
Prepare for session
- Review assessment results and intake form
- Get Present: practice mindfulness set an intention
- Get curious: consider strengths-based inquiries.
Session Opening
- Welcome and thank you.
- Thank the client for completing the assessment.
- Review the session agenda: Confirm client’s expectations and priorities, review assessment, gather additional information, create a vision, and design goals.
Explore Assessment
- Find positive aspects from clients’ assessments.
- Ask what they learned about assessment.
- Ask what questions they have after completing the assessments.
- Gather missing information.
- Discuss client’s medical history and need for physician release if applicable.
Design a Vision -12 items
- Explain the value of creating a vision.
- Ask what is most important to them right now
- Collaborate to identify their strengths. Review success stories, discuss what is working now and what gives them pride.
- Discover their motivators. Ask about the benefits of making changes now and about the driving force behind the desire to change now.
- Ask about their vision (hopes, wishes, dreams) for health, fitness, and wellness.
- Support the client in visualizing their vision and describing it in detail.
- Use a confidence ruler to assess and improve self-efficacy.
- Ask what challenges would be met and what things would be possible if the vision were a reality.
- Discover previous positive experiences with elements of the visions.
- Identify the strengths and values that could be used to reach the vision.
- Explore the support (people, resources, systems, and environments) needed to ensure success and handle challenges.
- Ask client to state and commit to the vision.
Design 3-month goal - 6 items
- Explain the nature and value of setting 3-month goals.
- Brainstorm consistent behaviors that would lead to the achievement of the vision.
- Ask the client to choose several behavioral goals that are most important to pursue.
- Confirm the connection of the behavioral goals that are most important to pursue.
- Confirm the connection of the behaviors to the vision.
- Assist the client in developing SMART goals and an experimental learning mindset.
Design Action Plan -6
- Ask the client to choose goals that are important next steps toward 3-month behavioral goals.
- Assist the client in designing SMART behavioral goals.
- Use a confidence ruler to improve the client’s confidence in reaching the goal.
- Explore the clients’ strengths and support (people, resources, systems, and environments) needed to ensure success and handle challenges.
- Ask the client to restate and commit to SMART goals.
- Affirm the client’s ability to achieve the goals and emphasize a learning/growth mindset.
Session Close -6
- Express appreciation for the client’s work
- Discover and reflect on what the client learned.
- Confirm that the client is ready, confident, and committed to taking agreed-on actions.
- Ask for feedback on how future coaching sessions would best support the client’s path.
- Clarify expectations regarding payments, scheduling, rescheduling, and length of sessions.
- Schedule the next session
Key components for coaching -4
- Setting the stage for coaching
- Designing the alliance
- Co-creating the coaching agreement
- Exploration and discovery
Key components for coaching- step 1 Setting the stage for coaching
Describe the process, review materials, determine if they are a good candidate, PRESENCE most essential stage for coaching, define and differentiate from other coaching.
Key components for coaching- step 2 Designing the alliance
Who is responsible for what (coach/client pg. 127-128). We are not telling them what to do.