Wellness Coaching Process

Wellness Coaching is about self improvement through behavior change to achieve improved wellness.

 Phase 1: Connecting

This stage is about connecting:

• Discovering and introducing ourselves

• Discussing the nature of coaching. What it is - and is not.

• My providing credentials and biography so you have a sense for who you are considering working with.

• Discussing the program’s protocol, fees, and payment structure.

Phase 2: Program Startup

This stage is about setting expectations:

• Discuss and agree on coaching principles.

• Reviewing confidentiality and record keeping.

• Clarifying/confirming expectations regarding logistics (i.e., payments, scheduling, rescheduling, and length of sessions).

• Explore “Initial Assessment”.

• Discuss the need for a Physician Release if applicable.

• Design a Vision

• Design Three-Month Goals

• Design an Action Plan

Phase 3: On-going Coaching

This stage is about conducting Coaching Sessions:

• Explore how the client is doing “in this moment”

• Explore client positive experiences since last session

• Review weekly goals (behavior change/habit goals)

• Review Three-Month Goal:

  • Three-Month Goal > Vision Connection.

  • Review Learning, Growth and experiences toward Goal.

  • Evaluate level of engagement and commitment to Goals.

  • Reflect on strengths, abilities and growth in this period.

• Utilize a “Generative Moment” to determine next behavior/habit goal

Phase 4: Program Close

This stage is about closing out this immediate Three Month Coaching Program:

• Understand rationale for stopping the Coaching Program.

• Complete a Coaching Program Close-Out Survey

• Summarize and celebrate learning and growth.

• Review considerations for continued progress relative to Stage of Change.