1. Whole Health Coaching
WELCOME TO DAY 3

2. Review: Stage II What was the experience like? Higher #
What does [that area] mean to you?
What does your # mean for you?
Connect to Strengths/Values/Vision
Lower #
How did you rate yourself?
Where would you like to be?
Choosing a Focus
Importance
Overview of Stage II which we’ll discuss in more detail…
The first step is for you to reflect on your experience filling out the PHI. What stood out for you?
Then based on that conversation, you’re going to define a single focus.
Then assess readiness to make a change. How important is it for you to make this change? And how confident are you that you have the resources and skills to do it?

3. [TRIAD #2 ASSIGNMENTS HERE]

4. Health Coaching Process: Stage III Planning for Action
Whole Health Coaching
Health Coaching Process: Stage III
Planning for Action

5. COACHING PROCESS MODEL
Stage I
Explore
Mission
Aspirations
Purpose
Stage IV
Execute
the
Action
Take further action.
Re-plan.
Learn lessons.
Assess action.
Create vision.
Explore values and
value conflicts.
Conduct PHI assessment.
Define focus.
Assess readiness.
Goals & Actions.
Explore barriers.
Training & Support. Accountability
Add notes
Stage II
Reflect,
Assess & Focus
Stage III
Plan for
Action

7. https://youtu.be/qX9FSZJu448
VIDEO
Arthur’s Amazing Transformation

8. Goal Setting and Action Steps
The conversation…
Long term goal (Timeframe, Behavioral goal, SMART)
Connect to Values and Vision
Action Step
Strengths/Successes
Barriers/Challenges
Support/Accountability
Confidence

9. How does this area reflect what’s really important to you?
OPENING
What is your focus area?
How does this area reflect what’s really important to you?

10. CONNECT TO VALUES
Pay attention to skills (listening and reflection) and notice the use of open and closed ended questions.
This Photo by Unknown Author is licensed under CC BY-NC-ND

11. LONG-TERM GOAL
This Photo by Unknown Author is licensed under CC BY-NC

12. LONG-TERM GOAL
What timeframe would you like to choose for a long-term goal? (**Generally, 3-6 months)
Where would you like to be __ months from now with this area?
What would you like to be doing __ months from now? (**Coach ensures a behavioral vs. an outcome goal)

13. SPECIFIC – What do you want to accomplish? Is it clear and concise?
SMART Criteria
SPECIFIC – What do you want to accomplish? Is it clear and concise?
MEASURABLE – How much? How many?
ACTION-ORIENTED – What are you “doing?”
REALISTIC – Able to reach? Do you have skills, resources needed, or can obtain them easily?
TIMED – Timeframe?
Both goals and action steps are developed according to SMART criteria

14. When you are [meeting your goal], how will your life be different?
CONNECT GOAL TO VISION
When you are [meeting your goal], how will your life be different?
Pay attention to skills (listening and reflection) and notice the use of open and closed ended questions.

15. Definition of Goal and Action Steps
What the client plans/intends to achieve in a 3-6 month period
Action
Steps
Specific short-term actions (in the next week)
Semantically, there is a difference between goals and action steps.

16. ACTION STEP
What action step could you take in the next week to get you started on reaching your goal?
Elicit response from group…. or if pressed for time just give examples:
I want to lose weight
G: I want to lose X lbs by my birthday
AS: This week I’m going to buy a scale (**Note can be even more SMART)
I want to exercise more
G: In 2 months, I want to be walking 3 times a week for 30 minutes
AS: I’ll buy a new pair of walking shoes
I want to find a new job
G: In 6 months, I’d like a job with the flexibility to work from home 1 day a week
AS: I’m going to update my resume
I want to reduce my stress
G: In 3 months, I want a formal mindfulness practice 5 days a week for 20 minutes
AS: I’m going to make a list of what MBSR courses are available in my area

17. Goals and Action Steps - Examples
SMART these goals and provide one SMART action step
I want to lose weight.
I want to exercise more.
I want to find a new job.
I want to reduce my stress.
Elicit response from group…. or if pressed for time just give examples:
I want to lose weight
G: I want to lose X lbs by my birthday
AS: This week I’m going to buy a scale (**Note can be even more SMART)
I want to exercise more
G: In 2 months, I want to be walking 3 times a week for 30 minutes
AS: I’ll buy a new pair of walking shoes
I want to find a new job
G: In 6 months, I’d like a job with the flexibility to work from home 1 day a week
AS: I’m going to update my resume
I want to reduce my stress
G: In 3 months, I want a formal mindfulness practice 5 days a week for 20 minutes
AS: I’m going to make a list of what MBSR courses are available in my area

18. STRENGTHS & SUCCESSES
This Photo by Unknown Author is licensed under CC BY-SA-NC

19. What personal strengths may help you achieve this action step?
STRENGTHS & SUCCESSES
What personal strengths may help you achieve this action step?
What have you learned from previous successes in this area, or another, that may help you now?

20. BARRIERS / CHALLENGES
What barriers/challenges might you encounter as you attempt your action step?
Remember life happens. It’s important to anticipate and think through some of the barriers.
What might be a contingency plan (backup plan)? What else?

21. SUPPORT / ACCOUNTABILITY
What will most support you in accomplishing this action step?
Resources
Social support (family, friend, coworker)
Self (journal, tracking tool, visual reminder, mobile app)
How are you going to stay on track? And perhaps, who is going to help you stay on track?

22. Accountability to Action
How else do you want to be accountable?
Support person (family member, friend, coworker)
Self (journal, tracking tool, visual reminder, mobile app)
How are you going to stay on track? And perhaps, who is going to help you stay on track?
This Photo by Unknown Author is licensed under CC BY-SA

23. How will you know you’re making progress?
TRACKING / MEASURING
How will you know you’re making progress?
(**Coach reflects ideas for tracking, measuring)
How are you going to stay on track? And perhaps, who is going to help you stay on track?
This Photo by Unknown Author is licensed under CC BY-SA

24. CONFIDENCE
How confident are you about accomplishing this action step, on a scale of 1 to 10, with 1 being “not at all confident” and 10 being “completely confident”?
What makes it a #?
Finally, we assess confidence, question #6: “On a scale of 1-10, how confident are you that you can make some changes in this area?”
Good follow-up question, “What would help raise your confidence to a higher #”

25. CONFIDENCE
Finally, we assess confidence, question #6: “On a scale of 1-10, how confident are you that you can make some changes in this area?”
Good follow-up question, “What would help raise your confidence to a higher #”

26. **If confidence is less than 7:
What would make your confidence a [higher #]?
Finally, we assess confidence, question #6: “On a scale of 1-10, how confident are you that you can make some changes in this area?”
Good follow-up question, “What would help raise your confidence to a higher #”

27. Goal Setting, Action, and Barriers
In your own words, what is your next step?
While setting up for Faculty Demo, invite them to take a few minutes and fill out the worksheet on pages 29-30
This Photo by Unknown Author is licensed under CC BY-NC-ND

28. Goal Setting, Action, and Barriers
SMART Goals and Action Steps Worksheet
While setting up for Faculty Demo, invite them to take a few minutes and fill out the worksheet on pages 29-30

29. Demo #3 – Stage III Long-term goal Connect to Values and Vision
Timeframe/Behavioral goals/SMART
Action Step for next week
Strengths/Successes
Barriers/Challenges
Support/Accountability
Confidence
Pay attention to skills (listening and reflection) and notice the use of open and closed ended questions.

30. LUNCH!

31. [TRIAD #3 ASSIGNMENTS HERE]

32. Whole Health Coaching Between-Sessions Triad Setup and Guidelines
(Pg Handout Section of Manual)

33. Between-Session Phone Triads
Course Requirements
All three (3) 2-hour Between-Session Triads must be completed in order to receive CEUs
Completion of all three (3) Between-Session Triads is a Whole Health Coaching course requirement toward NBC-HWC Certification

34. Between-Session Phone Triads
Guidelines
New Triads will be formed. You will stay with this new Triad through Session 2.
Create dedicated time for practice with your group. Please set aside other duties/distractions. Arrange for a private space for this session, whether your group is meeting in person or over the phone.
Mentors will observe all triads. Faculty may be different from our course team.

35. Between-Session Phone Triads
Setting Up the Calls
Each Triad agree on 3 practice dates/times
Starting next Monday
Return short form to admin table
The assigned Mentor will respond with session(s) they are available to attend (may have different mentor for each triad)
Mentor attends entire call and listens to all three people
One Triad member will be responsible for setting up the call and disseminating call number/access code to Mentor. VANTS call instructions pg Handout.

36. Between-Session Phone Triads
Setting Up the Calls: Call Duration
When setting up the Triad calls, ensure you reserve a minimum of 110 minutes (120 minutes preferred) for the conference call, to avoid operator interruption or call termination
When setting up Quad calls, ensure you reserve a minimum of 140 minutes, to avoid operator interruption or call termination
The few extra minutes allow for some ease

37. Between-Session Phone Triads
Specific Agenda for Calls
First Session: Each member of the Triad will coach Stage 1 (Vision, Values, MAP), for 20 minutes, followed by 10 minutes of feedback
Second Session: Each member of the Triad will coach Stage 2 (Assess and Focus), for 20 minutes, followed by 10 minutes of feedback
Third Session: Each member of the Triad will coach Stage 3 (Goal Setting), for 20 minutes, followed by 10 minutes of feedback

38. Between-Session Phone Triads
Keys to Successful Practice
Schedule first Triad practice call as soon as possible after Session 1 training (starting next Monday)
This allows time to schedule all three calls during the weeks between Session 1 and Session 2
This also helps to maintain these new coaching skills, as they are fresh in your mind
If you are placed in a Triad with your supervisor or a subordinate, please contact coaching staff and we will place you in a different Triad

39. Between-Session Phone Triads
Absences
Attendance for all 3 Between-Session calls is a course requirement for CEUs as well as WHC course certification
Please let your fellow Triad members and Mentor know if you are unable to make the pre-arranged call
If two members of your Triad are available for the scheduled call, go ahead and practice
If you miss a Triad practice, contact Bobbie Bruner

40. BETWEEN-SESSION PHONE TRIAD ASSIGNMENTS HERE