Health & Wellness Coach Certifying Examination CONTENT OUTLINE

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1 Health & Wellness Coach Certifying Examination 2018 CONTENT OUTLINE

2 Health & Wellness Coach Certifying Examination Content Outline Attached is the second public release of the Content Outline for the Health & Wellness Coach Certifying Examination. Please review the notes below: The purpose of this Content Outline is for the examinee to determine if s/he has the appropriate knowledge and training to take the Health & Wellness Coach Certifying Examination in A more detailed Content Outline with Resources was released in April 2017, which will assist with exam preparation. That version includes publicly available resources (e.g., books with page numbers, journal articles) for each topic. Details about the exam: Exam content will be divided into 4 sections: 1. Coaching Structure 17% 23% of exam 2. Coaching Process (Relationship/Communication/Techniques) 47% 53% 3. Health & Wellness 17% 23% 4. Ethics/Legal 7% 13% Exam items will be multiple-choice. They will test application of knowledge; they are not focused on details of theory. For example, exam items may describe a coach-client conversation or coaching scenario and then ask about what is happening or what should occur next. Health and Wellness (Section 3). Candidates for the national exam have a diverse range of health and wellness training and experience. Specific resources for this section were clarified in the April 2017 release. The ICHWC Healthy Lifestyles Basics on is also an excellent resource for health and wellness coaches to study. Ethics/Legal (Section 4). The ICHWC Code of Ethics and Scope of Practice on should be reviewed by all examinees. 1

3 1. Coaching Structure 1.1. Coach preparation prior to session Coach is calm, present, and emotionally available Review available client materials Logistics (meeting location, conference call arrangements, etc.) 1.2. First session or before Set the climate/stage o Establish rapport o Gauge client s intentions for coaching/obtain information why coaching is sought Determine if the individual is a candidate for health & wellness coaching and is an appropriate candidate for the specific coach Explain the coaching process Establish the Coaching Agreement o Guidelines and specific parameters of the coaching relationship (e.g., roles, logistics, fees, scheduling, inclusion of others if appropriate, confidentiality) o Client vs. coach responsibilities, setting appropriate expectations o Understand type of coaching relationship (i.e., short laser coaching session vs. long-term coaching relationship, telephonic, coaching apps, face-to-face, incentivized coaching) Review assessments, if any used, and other data sources Ensure appropriate time management of this and all sessions 1.3. Early (typically in the first, second or other early session) Have client assess current state of his/her health and/or wellbeing Explore the client s vision of his/her optimal health and/or wellbeing Identify gaps between current state and client s desired lifestyle/outcomes Explore and clarify client preference for priority areas of focus Establish or refine client s specific long-term goals that lead toward desired outcomes Establish or refine client s short-term SMART goals/action steps for what will be accomplished between sessions Support the client in achieving the SMART goals or action steps including back-up plans Establish client s preferences learning and for maintaining accountability 1.4. Routine ongoing sessions Connect, have client self-assess state at beginning of each session Check-in on prior session commitments/action steps Invite client to select focus for session Establish or refine client s short-term SMART goals or action steps for what will be accomplished between sessions Articulate new action steps and adjust plan if needed, with self-monitoring Discover and reflect client s learning, including take-aways from session Communicate appreciation of client s work Invite the client to provide feedback to the coach on the coaching provided 1.5. Coaching program termination In addition to routine structure, include: Invite the client to reflect on, assess, and to articulate progress made, challenges experienced, lessons learned, and growth attained Assist in developing sustainable pathway forward and/or maintenance/relapse prevention plan including available support and resources 2

4 2. Coaching Process: Coaching Relationship/Communication/Techniques 2.1. Client-centered relationship Client s agenda, needs, interests and preferences (vs. coach s) drives the coaching relationship Share coach's personal information/experience only when appropriate Share information or recommendations only when specifically asked or given permission to do so or as otherwise required within scope of practice Observe, name and refer to client s beliefs and values Convey the belief that client is resourceful, expert in own experience Adjust approach according to client s health literacy 2.2. Trust & rapport Demonstrate benevolence, honesty, sincerity, and authenticity Convey unconditional positive regard Follow through on commitments made to the client Openly name and address discord/conflict between coach & client as it occurs and resolve in a timely manner 2.3. Active listening and presence Be attentive and mindful Be open-minded Be curious without assumptions Pace communication to fit client s needs Listen for what is not being said Nonverbal communication o Use silence appropriately o Attend to and address nonverbal communication 2.4. Client emotions and energy Attend to the client s state of being (mood/affect/presence) Acknowledge client s emotions Ask client to describe emotions when appropriate Show empathy (resonance with) Foster self-compassion 2.5. Reflections Simple content reflections, paraphrasing Double-sided & other types of reflections as indicated in motivational interviewing (feeling & meaning reflections) Summaries Recall previous information and experiences of client 2.6. Expand the conversation Open-ended questions Evocative (powerful) questions Use of metaphors based on client language and interests Brainstorm Connect the focus to multiple dimensions of client s life Explore broader perspectives and inspire interest in new possibilities Incorporate coach s intuition 3

5 (2. Coaching Process continued ) 2.7. Focus and refocus the conversation Closed-ended questions Interrupt and re-direct Bottom-line Scaling questions (using a scale of 0-10) Ask the client to summarize the topic 2.8. Assist client to find and utilize resources to accurately evaluate and integrate multiple sources of health information (including provider input, health & wellness assessments, health risk assessments, basic biometrics, appropriate referrals, etc.) 2.9. Goals and implementing action Transtheoretical Model (stages of change) Specific, measurable, achievable/attainable, realistic/relevant, timely (SMART) goals Patient activation and engagement models Facilitate visualizing to elicit intrinsic motivation and goal direction Commitment to action Encourage behavioral stretches but also set a comfortable pace of learning and implementation of client s goal Anticipate, plan for, and help client navigate challenges Behavior tracking Develop and manage accountability plan Behavioral/action goals vs. outcome goals Client awareness, perspective shifts and insights Reframe Address self-defeating perceptions Explore patterns related to client behaviors and decision tendencies (e.g., triggers, thoughts, emotions, physical sensations, and environment) Awareness of self-talk and adjustment as appropriate Client s freedom of choice, autonomy, and intrinsic motivation Elicit the client s perspectives (including reasons for change, solutions, ideas, experiments, desires, reactions, desired outcomes, rewards/incentives) Help client explore and articulate values, sense of meaning and purpose Help client envision his/her optimal health and/or wellbeing Discuss and honor client s preferences for self-monitoring (without judgment), accountability, mode of connecting ( , text, phone call) Self-determination theory Motivational interviewing concepts Client self-efficacy Explore ways to improve self-efficacy Engage client in problem-solving Engage client to evaluate options, considering both short and long-term benefits and consequences Use client s awareness, learning, and tools to support the client to improve confidence in make informed decisions Social Cognitive Theory (Social Learning Theory and Self-Efficacy Theory, including role models, mastery) Improve support Social Structural/environmental 4

6 (2. Coaching Process continued ) Client active experimentation and self-discovery Growth mindset Decisional balance Increase positive psychological resources (positive psychology) Prompt for, and amplify positive resources (including past successes, qualities, strengths, and skills) Validate effort, skills, insights; learnings and successes Identify and reflect strengths Affirm/acknowledge the client s being (value, qualities, strengths, skills, worth) Cultivate positive emotions (including gratitude and compassion) Acknowledge and explore effort and progress Cultivate optimism and resilience Appreciative inquiry 3. Health & Wellness 3.1. Health, health promotion and disease prevention, applying a whole person perspective Wellness and well-being concepts (Travis illness-wellness continuum) 3.2. Chronic Disease (including self-management, risk factors, measurement standards & screening, prevention & treatment, imminent danger/medical red flags) Hypertension/prehypertension, blood pressure Diabetes/pre-diabetes, fasting glucose, hemoglobin A 1c Obesity, BMI, waist circumference Cardiovascular disease (mainly heart disease and stroke) Metabolic syndrome, arthritis and inflammation Lipid abnormalities, lipid panels 3.3. Health behaviors, social and behavioral risk factors Healthy weight Optimal nutrition & hydration Physical activity, sedentary lifestyle Sleep Stress and emotional wellness Avoiding tobacco use Moderate or no alcohol use, substance abuse 4. Ethics/Legal (including ICHWC Code of Ethics) 4.1. Professional Conduct Continue on-going training and development as a health coach including emerging research Engage in personal health and well-being, including physical and emotional health and potential burnout Engage in self-awareness practices, including emotional self-regulation 4.2. Ethics Confidentiality Working within an organization; serving sponsor and client Conflicts of interest Demonstrate dignity and respect for all people, honor diversity, cultural sensitivity 5

7 (4.2 Ethics continued ) True and accurate representation of your training, experience, expertise, credentials Provide attribution for contributions of others, including copyrighted material Scope of practice and refer when necessary o Balancing multiple roles (nurse/coach, physician/coach, therapist/coach, etc.) and dual relationships o Maintaining professional boundaries o Consent and approval from relevant parties Self-monitoring and management of triggers and boundaries Seek consultation or supervision as needed 4.3. Legal Maintain security and privacy of client records Awareness of relevant federal and state regulations that affect health coaching 6

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