Week 3- Preparing to coach

Question 1

Preparing to Coach- 3 main strategies

Answer 1

• Logistics (phone, zoom, place)
• Review client materials, forms, assessments
• Becoming calm, present, and emotionally available

Question 2

Key Components of the First Session (4)

Answer 2

• Set the Stage for Coaching
• Design the Alliance
• Co-Create the Coaching Agreement
• Exploration & Discovery

Question 3

Components of the First Session- Setting the stage (4)

Answer 3

• Initial session or intake session
• Describe the coaching process
• Review materials
• Determine if the client is a candidate for coaching

Question 4

Key Component: Co-Create Coaching Agreement

Answer 4

• Things to include in the agreement
• Services
• Coaching approach
• Confidentiality
• Logistics
• Fees
• Scheduling and cancellation policies
• Client vs. Coach responsibilities
• Terms of the agreement
• 3-month commitment vs. monthly vs. hourly
• Payment logistics
• How to review and modify the agreement

Question 5

6 Steps in Coaching from Point A to Point B

Answer 5

1. You are HERE
2. Wellness Plan / Vision
3. Identify the Gaps
4. Focus Area (s)
5. Goals & Action Steps
6. Manage Progress & Accountability

Question 6

6 Steps in Coaching from Point A to Point B

STEP 1 You are here

Answer 6

Clarify Point A- Assessments & questionnaires provide an avenue for initial discovery
• Self-exploration opportunity for the client
• Offer tools for continued exploration
• Take into consideration who the coach is when exploring who the client is. How do these similarities/differences affect the coaching relationship?

Question 7

6 Steps in Coaching from Point A to Point B

STEP 2 Wellness Vision

Answer 7

Clarify Point B
• Create your own wellness vision FIRST!
• Help the client to create a wellness vision
• Help the client to develop a statement encompassing all of these qualities

Be the client’s partner, NOT the expert by asking powerful questions and:
• Strategizing
• Prioritizing
• Challenging
• Encouraging
• Acknowledging

Question 8

6 Steps in Coaching from Point A to Point B

STEP 3 Identify the Gaps

Answer 8

• The gap becomes clear after completing Steps 1 & 2. Help the client answer the question: What needs to change?
• Techniques for identifying the gap include
• Open-Ended Questions
• Motivational Interviewing
• The M.I. skill of FOCUSING helps the client focus in on the gap
• Decisional Balance helps the client weigh pros & cons of changing, and to develop intrinsic motivation and a sense of autonomy
• Reflections

Question 9

6 Steps in Coaching from Point A to Point B

STEP 4 Declare Focus Areas

Answer 9

• Many wellness coaches mistake action steps for goals. Make sure you start with a big picture vision and choose areas of focus BEFORE creating goals and action steps.
• Choose up to 3-4 areas to work on at a time
• Notice the client’s energy
• Consider healthcare provider’s recommendation
• Consider client’s readiness to change
• Watch for red flags & refer when appropriate
• Depression, anxiety disorders, eating disorders, substance abuse, etc

Question 10

6 Steps in Coaching from Point A to Point B

Step 5: Goals and Action Steps

Answer 10

• Goals ALWAYS come from the client; never imposed by the coach
• For each focus area, create and refine short, medium & long-term goals
• Make them SMART!
• Specific
• Measurable
• Attainable
• Realistic
• Timely
• Identify internal strengths and external resources when
creating goals
• Create weekly action steps that are in support of goals
and overall vision

Question 11

6 Steps in Coaching from Point A to Point B

Step 6: Manage Progress & Accountability

Answer 11

• Collaborate w/your clients to discover their preferences
• Accountability is to the client’s Self, not to you. Be their ally
• No shame, no blame. Reframe failures as learning opportunities.