Week 3 First session or before Flashcards

1
Q

1.2 First Session or Before

A
  • 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
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2
Q

Coaching Theories and Processes that we use- 8

A
  1. Self-determination- move from dependant to empowerment
  2. Positive Psychology- strength/virtue, what’s right
  3. Appreciative Inquiry
  4. Nonviolent Communication- empathy and compassion
  5. Motivational Interviewing
  6. Emotional Intelligence
  7. Design Thinking
  8. Flow Theory
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3
Q
Coaching Program Guidelines - 
Phase 1 (Appendix A)
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.
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4
Q

Phase 2- Program Startup (8 steps Appendix A)

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
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5
Q

Set Expectations

A
  • Share, discuss and agree on coaching agreement
  • Confirm confidentiality and record keeping.
  • Clarify scheduling, rescheduling, session length
  • Share assessment for the client to complete.
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6
Q

Prepare for session

A
  • Review assessment results and intake form
  • Get Present: practice mindfulness set an intention
  • Get curious: consider strengths-based inquiries.
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7
Q

Session Opening

A
  • 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.
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8
Q

Explore Assessment

A
  • 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.
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9
Q

Design a Vision -12 items

A
  1. Explain the value of creating a vision.
  2. Ask what is most important to them right now
  3. Collaborate to identify their strengths. Review success stories, discuss what is working now and what gives them pride.
  4. Discover their motivators. Ask about the benefits of making changes now and about the driving force behind the desire to change now.
  5. Ask about their vision (hopes, wishes, dreams) for health, fitness, and wellness.
  6. Support the client in visualizing their vision and describing it in detail.
  7. Use a confidence ruler to assess and improve self-efficacy.
  8. Ask what challenges would be met and what things would be possible if the vision were a reality.
  9. Discover previous positive experiences with elements of the visions.
  10. Identify the strengths and values that could be used to reach the vision.
  11. Explore the support (people, resources, systems, and environments) needed to ensure success and handle challenges.
  12. Ask client to state and commit to the vision.
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10
Q

Design 3-month goal - 6 items

A
  1. Explain the nature and value of setting 3-month goals.
  2. Brainstorm consistent behaviors that would lead to the achievement of the vision.
  3. Ask the client to choose several behavioral goals that are most important to pursue.
  4. Confirm the connection of the behavioral goals that are most important to pursue.
  5. Confirm the connection of the behaviors to the vision.
  6. Assist the client in developing SMART goals and an experimental learning mindset.
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11
Q

Design Action Plan -6

A
  1. Ask the client to choose goals that are important next steps toward 3-month behavioral goals.
  2. Assist the client in designing SMART behavioral goals.
  3. Use a confidence ruler to improve the client’s confidence in reaching the goal.
  4. Explore the clients’ strengths and support (people, resources, systems, and environments) needed to ensure success and handle challenges.
  5. Ask the client to restate and commit to SMART goals.
  6. Affirm the client’s ability to achieve the goals and emphasize a learning/growth mindset.
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12
Q

Session Close -6

A
  1. Express appreciation for the client’s work
  2. Discover and reflect on what the client learned.
  3. Confirm that the client is ready, confident, and committed to taking agreed-on actions.
  4. Ask for feedback on how future coaching sessions would best support the client’s path.
  5. Clarify expectations regarding payments, scheduling, rescheduling, and length of sessions.
  6. Schedule the next session
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13
Q

Key components for coaching -4

A
  1. Setting the stage for coaching
  2. Designing the alliance
  3. Co-creating the coaching agreement
  4. Exploration and discovery
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14
Q

Key components for coaching- step 1 Setting the stage for coaching

A

Describe the process, review materials, determine if they are a good candidate, PRESENCE most essential stage for coaching, define and differentiate from other coaching.

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15
Q

Key components for coaching- step 2 Designing the alliance

A

Who is responsible for what (coach/client pg. 127-128). We are not telling them what to do.

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16
Q

Key components for coaching- step 3 Co-create the coaching agreement

A
  • Services offered, duration, coaching approach, logistics, scheduling, cancel, fees, payment schedule, confidentiality, term of agreement, review/mod, client/coach responsibilities.
17
Q

Key components for coaching- step 4 Exploration and discovery

A

a. Expand conversation by
i. Open-ended
ii. Powerful questions
iii. Metaphors
iv. Brainstorming
v. Making connections
vi. Using intuition
b. Focusing the conversation
i. Close-ended questions
ii. Interruptions
iii. Bottom lining
iv. Scaling questions
v. Requesting a summary

18
Q

Health, wellness and life vision (PCM pg. 129-131)

A

• Identify what they want vs don’t want.
o Avoid analyzing obstacles, barriers or setbacks.
o Generate new possibilities by staying positive, appreciating strengths, brainstorm alternative resources.
• Vision- Grounded, bold, desired, palpable (already happened), participatory (involve many stakeholders)
Questions for designing vision page 130.

19
Q

Assessments (CPM pg115, 116, 118)

A
  • Empowered wellbeing model
  • Wheel of life
  • Values in action (VIA) Signature Strengths
  • Quality of life inventory
  • DISC assessment
  • Myers Brigg Type Indicator
  • Positivity Ratio
  • Self-compassion scale
  • Mindful attention awareness scale
  • Five faucet mindfulness scale
  • Quickie wellbeing assessment
  • Decisional balance
  • Transtheoretical model of change
20
Q

Establish trust and report- 9

A
  1. Express empathy
  2. Slow down
  3. Listen with full attention.
  4. Allow clients to formulate and find their own answers.
  5. Honestly sharing observations
  6. Under-promise over-deliver
  7. Being humble in sharing info and advise
  8. Holding client in a positive regard
  9. Honoring confidentiality