Wellness Mapping 360°™ Wellness Coaching Methodology
Case Study Grading Rubric
Elements being Assessed
Available Points
Scoring Breakdown
Criteria
Presentation, Organization and Structure of Case Study
10
10
Writing style is clear and well organized. Information is presented in a clear, logical order.
Setting the Foundation, Co-Creating the Relationship – Assess & Explore
12
4
Meeting ethical guidelines (defined in the ICHWC or ICF Code of Ethics & Professional Standards).
4
Using language in the case study that reflects the coaching mindset.
2
Allowing the client to tell their story.
2
Conducting the foundation session with your client using the Welcome Packet or something similar to learn about your client.
Setting the Health & Wellness Foundation – Assess & Explore
12
2
Gaining awareness of the client’s medical status, including any medications, diagnoses & any medical conditions/challenges, and treatment providers involved. Gain awareness of Lifestyle Prescription from the treatment team.
4
Using tools to explore client values, strengths, etc.
2
Gaining awareness of a typical week (their usual behavior) in the life of the client (specific to their wellness or medical concerns).
4
Gaining awareness of the client’s lifestyle improvement desires.
Facilitating Learning and Results – Co-Create the Wellness Plan or Map
23
3
Co-creating the Well Life Vision with the client.
4
Identifying with the client the area(s) of focus.
3
Identifying with the client their stage of readiness for the specified area(s) of focus.
5
Assisting the client to set clear goal(s) that are realistic and doable and that are in line with the area of focus and Readiness for Change.
3
Assisting the client to set clear action step(s) for each goal that are also realistic and doable.
5
Uses tools to facilitate development of the Wellness Plan such as:
• Well Life Vision tool or Vision Board
• Wheel (i.e. Wheel of Life, Wheel of Nutritional Satisfaction, Other)
• Readiness for Change
• Well Life Focus tool, Well Life Plan tool. Tracking tool, Milestone tool
Facilitating Learning and Results – Establish Accountability, Explore Support, Evaluate & Identify Outcomes
16
4
Building accountability into the wellness plan.
4
Assisting the client in being accountable themselves, not the coach.
3
Exploring support needs and gaps with the client/facilitates building in support.
2
Evaluating with the client at the end of the sessions.
3
Identifying outcomes with the client.
Communicating Effectively – Active Listening, Powerful Questions, Direct Communication
11
4
Using active listening (i.e., restatement, paraphrasing, reflection of feeling, silence, intuition, request for clarification, bottom lining, summarizing, acknowledgment, celebrating success, etc.).
2
Asking questions that evoke discovery and insight.
2
Asking open-ended questions.
3
Asking permission to offer a suggestion, educate, insert or try something new or to ‘switch hats’ from coach to expert role.
Facilitating Learning and Results – Creating Opportunities for Learning and Moving Forward
10
5
Facilitating client self-awareness and/or addressing negative self-talk and/or turning failure into learning/exploring different perspectives and/or encouraging client to stretch within their tolerance zone.
5
Using tools to promote awareness as applicable such as:
• All Real Balance tools of exploration
• Other non-Real Balance tools to assess/ identify values, strengths, etc.
Growth as a Coach
6
2
Ability to self-observe.
2
Learning as a coach through self-reflection.
2
Key learnings and development that affected the coach personally and professionally.
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