Running head: CLIENT INVENTORY 1

Client Inventory

Kaitlyn Greene

Purdue University Global

HW410 Stress: Critical Issues in Management and Prevention

Dorette Nysewander

Due Date: October 4, 2022

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Client Inventory

Questionnaire Implementation

Before offering any type of personalized services it is important to take inventory of a

client to understand how to better assist them and understand who they are. For a wellness

coach, I think it is important to create and conduct interviews to gauge exactly what your client

wants, and needs are. Questionnaires are a good way to do this and allow your client to disclose

any important and relevant information you may need to know. In a spiritual questionnaire,

some things that may come up are past experiences, triggers, desire for improvement, self-

evaluation, and explanation of their reason why they want to embark on their spiritual journey.

Once you understand who your client is and their desires, you can use it as a baseline to build a

program that is catered just for them.

Ethical Considerations

As a wellness professional, some ethical considerations to consider would be religious

preferences and a participation waiver. It is important to be aware of a client’s religious

considerations through thorough questions so you can ensure not to offend a client or make them

uncomfortable with your recommendations. There may be individuals who do not partake in any

religious or spiritual rituals, ones that are strictly religious to their own practice, and individuals

who are open to practice everything. These considerations prepare you for proper research and

opportunities to connect deeper with a client. Participation waivers must be included before

offering up any wellness plans to protect yourself and your client. The waiver is a way to state

your credentials and free you from any medical fault as you state what you are not qualified for.

This gives a client the opportunity to either voluntarily continue to the next stage or to decline

the service.
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Additions to Inventory Following Results

After completing the interview, I would include multiple choice questions to gather more

data on the client. It is important to have space for open ended questions that allow clients to

truly express themselves which give you a deeper understanding of them; it is also important to

have questions that allow a client to agree or disagree with to gauge common information to use

later on. As mentioned previously, religious considerations would play role into the

questionnaire.

Client Inventory

1. Are you happy? Why?

Yes, I am now at the point in life where you value life. Caught the understanding early

on, using the answers to live life accordingly. Knowing brings happiness.

2. Do you experience joy every day? Share 1 example from today.

Yes, even when things are bad. When I came home today even though the house was a

disaster, I was happy knowing I had accomplished a few of my goals and happy for the

future of more progress. Today is the last day of the work week and tomorrow is about

execution.

3. What do you feel is missing from your life spiritually? If anything,

Sense of a lack of freedom. A lot to be grateful for. Can be replaced by financial gain.

Unlimited free time.

4. How do you cope with stress?

I don’t cope. I overreact, I cry, I scream, I complain, talk to family. Eating and shopping.

Cleaning and gardening.

5. Do you feel your coping mechanisms are healthy? Why or why not?
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I think my coping mechanisms are healthy because I am using the emotions to cope.

Sense of release. Eating because you can see the effects of over-indulgence.

6. If you can improve 3 things about yourself, what would it be?

My weight, increase patience. Sometimes things bother me, when people don’t know it

bothers me. People who waste their time. More understanding toward people. Not to be

so hard on myself, don’t attack myself. Sometimes I feel like I am not enough, pushing

to do more. Working 3 jobs and feel like I could be working more.

7. Do you feel loved and supported by the people around you?

Not entirely, when it comes to other people, I feel like I am really listening and trying to

understand them. Following up with people, people don’t do the same for me. Feel like I

am not a priority in other people lives.

8. What do you do throughout your day to fill your emotional and spiritual cup?

(Practices, routines)

Make lists with goals and hold myself accountable. I buy candles and pray.

9. Do you experience negative self-thoughts more than positive?

No.

10. Do you consider yourself a positive person. Why?

I have a standard and expectation for myself and the people around me. Constantly

trying to uplift myself and the people around me.

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References

Seaward, B. (2022). Managing stress: Principles and strategies for health and well-being (10th

ed.). Jones & Bartlett Learning.

Stahl, B., & Goldstein, E. (2019). A mindfulness-based stress reduction workbook (2nd ed.).

New Harbinger Publications, Inc.

Use the 7th edition APA Format and Style videos found in the Writing Center for properly

formatted in text citations and references.