LG Coaching Session Checklist: Руководство по первому сеансу коучинга и созданию видения здоровья (EN)

First Coaching Session and/or Wellness Vision Checklist The first coaching session with a client is critical for establishing long-lasting trust and rapport. This session is also well-suited to be an annual wellness planning session. The following provides a checklist for a successful first session. Allow at least 60 - 75 minutes for this to be accomplished (which may require 2-3 shorter conversations). 1/8/26 Intellectual Property of BEFORE THE SESSION Review any assessments, inventories or screeners that you may be using as a part of your work: Seek out success, notice aliveness, consider stages of readiness, question gaps, note concerns Practice Mindfulness:

be present, clear your clutter – internal and external Remember the key coaching skills: Mindful Listening, Open inquiry, and Perceptive Reflection Formulate initial, strengths-based inquiries SESSION OPENING Welcome and thank you Thank client for completing any preparation work Review the Session Agenda: Introduction of coach, confirm client’s expectations and priorities, gather additional information, create wellness vision, and design goals Introduction of Coach:

Share personal passion, credentials and experience EXPECTATION SETTING What is coaching and what coaching is not Confidentiality and record keeping Clarify expectations regarding payments, scheduling, rescheduling, and length of sessions CONFIRM WELL-BEING ASSESSMENT Ask client what questions they have after completing any assessments, inventories or screeners Ask client what insights they may have had by completing the assessments, inventories or screeners Gather missing information and clarify the coach’s questions Discuss client’s medical history and need for physician release, if applicable CREATE A WELLNESS VISION Explain the value of creating a well-being vision:

A vision is a compelling statement of who you are and what health-promoting, life-giving behaviors you want to do consistently. Ask about strengths and current successes: What are you currently doing to support your health and wellbeing? What elements of your life do you feel best about? In what way did you contribute to making those true/possible? Collaborate to identify the client strengths: What are your success stories? What gives you pride? What qualities do you most appreciate about yourself? Ask what is most important to the client right now: Given all that is going well, what are you wishing for? What elements of your health and wellbeing do you want to improve?

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First Coaching Session and/or Wellness Vision Checklist 1/8/26 Intellectual Property of Discover the client’s motivators: What are the benefits of making changes now? What is the driving force behind the desire to change now? Support the client in visualizing their vision and describing it in detail: What are the most important elements in your vision? Tell me what your vision looks like. Paint me a picture. What would you look and feel like at your ideal level of wellness? What kind of person do you want to be when it comes to your health and wellbeing? Discover previous positive experiences with elements of the vision:

What have been your best experiences to date with the key elements of your vision, times when you felt alive and fully engaged? Tell one or two stories, in detail. Identify the strengths and values that could be used to reach the vision: Without being modest, what do you value most about your life? What values does your wellness vision support? What strengths can you draw on to help you close that gap and realize your vision? How can the lessons from your successes in life carry over to your current situation? Explore the structures (people, resources, systems, and environments) needed to ensure success:

What people, resources, systems, and environments can you draw on to help you realize your vision and meet your challenges? What strategies may be effective to help you realize your vision and meet your challenges? (Brainstorm and clarify multiple possibilities before focusing.) What challenges do you anticipate having to deal with on the way to reaching your vision? (Talk through multiple possibilities and express empathy.) What concerns you most? Reflect and summarize what you have heard the client saying about their vision. Collaborate on a first draft statement that captures their vision in a way that is meaningful and compelling for them.

Ask the client to state the vision in their own words. Move into the design of mid-term (3-month) and/or weekly goals as time allows.

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