Health & Wellness Coaching Board
Exam Questions and Correct
Answers the Latest Update
Coach prep for session- overview (prior to session prep)
✓ review materials, eliminate distractions, be mindful calm, and present.
Initial Intake coaching session
Describe
Review
Determine
Clarify
Allow
Confirm
✓ 1.) Describe coaching process,
✓ 2.) Review info & assessments provided,
✓ 3.) Determine if coaching is appropriate.
✓ 4.) Clarify roles & expectations;
✓ 5.) Allow client to self determine their vision, goals, and action steps; & actively
engages in new behaviors.
✓ 6.) Confirm logistics and responsibilities in written agreement.
✓ ask how the client is, use reflections. Ask positive inquiry about previous week,
reflect something positive, ask client to select goal to review
Early coaching session (1 or 2) competencies (5 total)
Assess
Identify
Explore/Clarify
Establish/Refine
Support
✓ 1.) Assess current & optimal state of health & well being,
✓ 2.) Identify gaps between current & optimal states.
✓ 3.) Explore/Clarify priority areas of focus, and learning preferences and accountability
✓ 4.) Establish/refine client's specific short term and long-term goals
✓ 5.) Support the client in achieving goals, action steps, back up plans
✓ 1.) client's current state (e.g., energy, mood);
✓ 2.) client's state, facilitate review of previous action steps,
✓ 3.) defining new action steps,
✓ 4.) understanding, perspectives, and learning.
✓ 5.) Closing: the client articulates new personal discoveries.
Routine Ongoing Sessions general order:
✓ client self assesses state
✓ goal review
✓ topic of importance
✓ short term smart goals
✓ new action steps
✓ take-aways
✓ appreciating client's work
✓ feedback on coaching
Goal Review
✓ explore full experience, starting with positive
✓ use reflections, expands inquiry about best experience, respond to challenges with
reflections/inquiries, affirms client strengths, inquire about percentage of success
FINAL SESSION:
Invite the client to reflect on
Assist in developing a:
✓ :progress made, challenges experienced, lessons learned, and growth attained
✓ :sustainable pathway forward and/or maintenance/relapse prevention plan including
available support and resources
Client is the expert in:
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✓ :navigating his/her own life, based upon personal preferences and past experiences.
✓ :the structure of the session and serves as a facilitative partner.
The coach's primary role does NOT include:
✓ a content expert or educator who diagnoses, advises, or instructs the client on what
to do.
Client's:
Share personal info/experience/recommendations only when:
Observe, name, and refer to client's:
Convey the belief that client is:
Adjust approach according to:
✓ Client's agenda, needs, interests, and preferences drive the relationship.
✓ appropriate or when specifically asked/given permission to do so
✓ :beliefs and values.
✓ :resourceful, expert in own experience.
✓ :client's health literacy
Demonstrate:
Convey:
Follow Through on:
Openly name and address:
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