Lets CHAT!

Creating Health Accountability as a Team

Small Group Health Coaching Program

WELCOME PACKET

Category 3: Weight Smart Badge

livelifewell.conehealth.com

Health Coaches:

Lindsey Arthur and

Becca Jones
Email: lnarthur@uncg.edu
becca.jones@conehealth.com

Phone: (336) 832-2590

Coaching Agreement
Welcome! We are both delighted to be your coaches and look forward to working with you to make the
changes you would like to make. Please familiarize yourself with this information and know that if you have
questions regarding these guidelines we can discuss them further.
Client name: _______________________________ Work phone #: __________________________
Email address: ______________________________ Cell phone #: ________________________
Commitment: We are serving as your coach because you want to make significant changes. Due to the
importance of accountability when it comes to making changes and weight loss, we ask that you commit to
attending all six 30-minute sessions offered. This will allow the coaching relationship to develop, as well as
group support from your peers.
Procedure: Please email to register for one of the two group coaching session times offered.
Group Expectations:
1. Please arrive on time for each scheduled session.
2. If you are not able to make the scheduled session, PLEASE email or call and leave a message
notifying us that you will not make the scheduled session.
3. To create a comfortable and safe environment, we ask that sensitive information not be repeated
outside of the sessions.
4. Guided by the coaches, the group serves as a space to allow for creative exploration to support
individuals in determining their own goals and action plans, to develop intrinsic motivation, use their
strengths, and increase self-efficacy for initiating and adhering to healthy lifestyle changes.
5. Be courteous with sharing the floor and giving feedback to group members. Allow all group members
equal time to share and be respectful.
6. Please resist being judgmental and try not to criticize a group member for not meeting his/her goals.
7. Group members are to provide encouragement, focus on positive progress (no matter how small), build
rapport through personal conversations, and be mindfully present during sessions.
8. Each group member is viewed as the expert in his/her own life and either has/or can develop the
internal resources required to direct desired changes.
No Shows: If you do not show up for a session and do not call in advance to cancel or reschedule, you will
lose that session.
Communication between Sessions: If you need a sounding board, have a problem, or want to share a
success with us between sessions you may email us. Due to the short amount of time allotted for the coaching
sessions, we ask that you email Lindsey (lnarthur@uncg.edu) your goal each week. You will be briefly sharing
your successes and/or struggles with accomplishing your goal to the group each week as well.
Category 3: Weight Smart Badge

livelifewell.conehealth.com

The Coaching Relationship: Throughout the working

relationship the coaches and the client will engage in direct
and personal conversations. The client can count on the coaches to be honest and straightforward
in
asking questions and making requests. The client understands that the power of the coaching relationship is
granted by the client. The coach relationship is professional and strictly confidential.
Problems: If we ever say or do something that doesnt feel right, please bring it to our attention. As your
coaches, we are 100% committed to you being powerful and successful in making the changes you want to
make.
This agreement between
Lindsey Arthur and Becca Jones___and the above named client will begin on
February 26, 2016 and will continue until April 1, 2016.
Client agreements: Speaking as you, the client1. As a client, I understand that I am fully responsible for my well-being during my coaching appointments,
including my choices and decisions. I am aware that I can choose to discontinue coaching at any time.
I recognize that coaching is not psychotherapy or any form of medical treatment, and that professional
referrals will be given if needed.
2. I understand that health coaching is a relationship I have with my coaches and fellow group members
that is designed to facilitate the creation/development of personal, professional, and/or business goals
and to develop and carry out a strategy/plan for achieving those goals.
3. I understand that health coaching is a comprehensive process that may involve all areas of my life in
influencing weight loss, including work, finances, health, relationships, education, and recreation. I
acknowledge that deciding how to handle these issues and implement my choices is exclusively my
responsibility.
4. I understand that health coaching does not treat mental disorders as described by the American
Psychiatric Association. I understand that health coaching is not a substitute for counseling,
psychotherapy, psychoanalysis, mental health care or substance abuse treatment, and I will not use it
in place of any form of therapy.
5. I promise that if I am currently in therapy or otherwise under the care of a mental health professional,
that I have consulted with this person regarding the advisability of working with a health coach and that
this person is aware of my decision to proceed with the health coaching relationship.
6. I understand that information will be held as confidential unless I state otherwise, in writing, except as
required by law.
7. I understand that certain topics may be anonymously shared with other health coaching professionals
for training or consultation purposes.
8. I understand that health coaching is not to be used in lieu of professional advice. I will seek
professional guidance for legal, medical, financial, business, spiritual, or other matters. I understand
that all decisions in these areas are exclusively mine, and I acknowledge that my decisions and my
actions regarding them are my responsibility.

I have read and agreed to the above.

____________________________________________
Client Signature

Category 3: Weight Smart Badge

_____________
Date

livelifewell.conehealth.com

Laying the Foundation for Coaching

As your coaches, it is important for us to understand how you view the world in general and yourself, as well as
your job or career in particular. Each person comes from a unique place in their thinking and in the way they
interact with the world around them.
Answering these questions clearly and thoughtfully, will serve both you and us. You may find that they help
you clarify perceptions about yourself and the direction of your life. These are pondering type questions,
designed to stimulate your thinking in a way that will make our work together more productive. Take your time
answering them. If they are not complete by our first session, just bring what you have completed and finish
the rest later. These answers will be treated with complete professional confidentiality.
Position at Cone Health ____________________________________________________________________
Date of Birth _______________

Relationship status: __________________________________________

Do you have children? ___________ Do your children live with you? _________________________________

Coaching
What do you want to get from the coaching relationship?

What is the best way for us to coach you most effectively? What tips would you give to us about what would
work best?

Do you have any apprehension or pre-conceived ideas about coaching?

Personal
1. What accomplishments or events must, in your opinion, occur during your lifetime to consider your life
satisfying and well lived?
2. What is (or might be) a secret passion in your life? Something you may or may not have allowed
yourself to do so far, but which you would really love to do.

3. What unique gift or knowledge do you have to contribute?

Category 3: Weight Smart Badge

livelifewell.conehealth.com

4. Please describe what gives you a sense of purpose in life? What activities have meaning or
are important for you?

5. Whats missing in your life, the presence of which would make your life be more fulfilling?

6. What do you do when you are really stressed?

7. What two steps could you take immediately that would make the greatest difference in your current
situation?

What are 3 things you would like for us to know about you?
1. ___________________________________________________________________________
2. ___________________________________________________________________________
3. ___________________________________________________________________________

Category 3: Weight Smart Badge

livelifewell.conehealth.com

Health & Wellness Information

As your coaches, our job is not to treat you, but to be your ally and your resource. When it comes to health
and wellness issues we will help you discover steps you may choose to take towards greater health and higher
levels of wellness.
As your ally, we may refer you to medical, psychological, nutritional and other health-related services for more
information and to seek any treatment in these areas. We can be a source of support and accountability,
helping you to follow through with any treatment plans that you devise with these other professionals.
Please share with us information about your health and wellness so that we may more fully understand your
health challenges and aspirations for higher levels of wellness.
1. Please describe your lifestyle and what you do to be healthy and well.

2. Please describe any health challenges that you currently experience (major concerns as well as just
bothersome things like headaches, insomnia, etc.)
3. Are you currently on any medications? If so what is the name of the medication and the intended
impact of the medication?
4. What do you do to reduce stress in your life, or to counter-act the effect of stress in your life?

5. Please describe a typical week in terms of diet and exercise/activity.

6. What do you do in your life that brings you happiness and joy? How often do you do this?

7. What gets in the way of you doing what brings you joy and good health?

8. How can a coach be of assistance in helping you make the lifestyle changes youd like to make?

9. What brought you to coaching?

Category 3: Weight Smart Badge

livelifewell.conehealth.com