One of the first things we learn about in the fields of Wellness & Health Promotion and Health & Wellness Coaching, is that our lifestyle choices are a primary determinant of our health and wellbeing. It seems straightforward that making the right or healthy choice is a rational process based upon having the best information. We often then address how challenging it is for a person to put that choice into practice by looking at their social support, environmental conditions, etc. Much of the focus for wellness coaching becomes helping our client to create a wellness plan based upon those healthy choices and implementing with support and accountability. Let’s stop and take a closer look at those decisions.
Anyone in the healthcare or wellness fields is keenly aware that clients don’t always opt for the best, or healthiest choice. They also often observe clients changing these choices for no apparent reason. One day our client is convinced to start working towards a largely plant-based diet, and on another day, they show little if any desire to do so. We can explore ambivalence, of course, but what is really going on in our client’s decision-making process?
Applying what we know about the role that emotions play in decision-making can be extremely useful to the wellness coach. Learning how to coach our client in this emotional realm is often critical to their success. (See my previous post: “The Great Utility of Coaching In The Emotional Realm”, https://wp.me/pUi2y-lA)
Emotions and Making Lifestyle Choices
Making lifestyle choices are like any other decision-making process – they are more complex than it seems at first. Understanding how our emotional bias fits into this process may help coaches to be less perplexed by some of the self-defeating lifestyle choices we see that our clients have made and continue to make.
Emotions emerge as a response to external stimuli, or the recollection of it, or the imagining of it. “That stimulus generates an unfelt emotion in the brain, which causes the body to produce responsive hormones. These hormones enter the bloodstream and create feelings, sometimes negative and sometimes positive… So, to review, it’s stimuli, then emotions, then hormones and, finally, feelings. In other words, your emotions impact your decision-making process by creating certain feelings.” (Whitener, 2018)
How we interpret or frame those feelings and how we respond to them results in our choices executed in our behavior.
In this model it is not the emotions that we are aware of, it is the resultant feelings that we feel. When our clients contemplate making lifestyle changes, they often experience a variety of feelings. They may experience positive anticipation or dread. The memory of past failures may bring up the emotion of fear resulting in feelings of embarrassment, regret, shame or guilt. Likewise, a history of more pleasant experiences may lead to positive anticipation. What Stage of Change the client is in may be heavily influenced by the feelings they are experiencing.
Expand Your Emotional Vocabulary
Psychologist Paul Ekman’s research on emotions opened a huge doorway to understanding how people express themselves. A key from his work that can help the coach is to look at how (as in our model above) emotions generate feelings and how those feelings differentiate. Researcher Tiffany Watt Smith has listed 154 different worldwide emotions and feelings. (1). Studying Ekman’s Wheel of Emotions can help a coach to expand their own knowledge and use of emotional terminology. As you coach with your client you can explore more possibilities to help your client clarify exactly what they are feeling.
Ekman’s Wheel of Emotions
How The Coach Can Help: Coaching With Emotions and Feelings
1. Coaching Presence – Your coaching presence sends an ongoing message that either gives permission to explore feelings or denies it. 2. Notice – Be keenly observant of the emergence of feelings on the part of your client. Be continually scanning not just their words, but how they say them. Hear the changes in tone of voice, volume, rapidity, etc. Notice all of the nonverbal information you can gather. 3. Contact – Help you client to connect with their feelings. Use the Active Listening Skill of Reflection of Feelings. Share observations of patterns you see. “I’m noticing that each time you talk about taking time for self-care you begin speaking about your partner.” 4. Name it – Help you client to name their feelings. As we saw above emotions can generate a wide variety of feelings. Expand your own emotional vocabulary and help your client to drill down to what they are truly experiencing. “Well, it’s not really anger, it’s more like resentment.” 5. F.A.V.E. – First Acknowledge the client’s experience and what they have been through. Then Validate their feelings. It’s okay for them to feel the way they feel about it. (Regardless of how rational or appropriate their feelings may seem.). You absolutely must not judge their feelings. Most importantly Empathize. Show real empathy and compassion and put it into words. 6. Process – Help your client to explore and process their feelings. Allow them to expand and talk about them. Once the initial release has taken place, they will usually start to analyze what is going on for them, looking to make sense (and meaning) out of their feelings. 7. Insight – Is your client able now to gain some insight from what they have learned in this process? 8. Application/Integration – Are they able now to take their insights and turn them into action? Now you can coach your client on ways they can modify their behavior or create experiments in their lives to improve their lifestyle.
Note – If you find that you are answering the questions in items 7 & 8 with the negative, your client may benefit more from counseling instead of (or in addition to) coaching. That is, if they just continue to process feelings, and process feelings without it leading to insight, or if they are unable to put their insights into action, and instead return to processing feelings (and emoting), then begin to explore the alternative of counseling. See my blog on this topic – Coaching a Client Through To A Mental Health Referral Using The Stages of Change (https://wp.me/pUi2y-lp).
A wellness coach may think that it is their job to get their client to make the right lifestyle choices. When coaching deteriorates into convincing or persuading, we are stepping away from the coaching process. We can certainly warn our clients about misinformation they may have about fad diets, or unproven remedies, etc. However, effective coaches honor their client’s autonomy. The reality is that after a coaching session, our clients will go on living their lives doing what they choose to do despite our urging. Trust the coaching process. Help your client to factor in their emotions in a more conscious way so that the lifestyle choices they make are working for them instead of against them.
(1) Tiffany Watt Smith. “The Book of Human Emotions: An Encyclopedia of Feeling from Anger to Wanderlust” (PDF). Anarchiveforemotions.com. Retrieved 2017-05-28.
(2) Ekman, Paul (1999), “Basic Emotions”, in Dalgleish, T; Power, M (eds.), Handbook of Cognition and Emotion (PDF), Sussex, UK: John Wiley & Sons.
As health and wellness coaches work with their clients to help them live their healthiest lives possible, an understanding of the basics of Self-Determination Theory of Edward Deci and Richard Ryan (http://selfdeterminationtheory.org), is very useful. In the Part One blog posting on this subject we looked at how this theory addresses human motivation. (https://wp.me/pUi2y-nT). Here we will look at how coaches can benefit from understanding the significance of the theory’s identified three innate psychological needs that we all have.
The Three Innate Psychological Needs
At the heart of Self-Determination Theory (SDT) is the underlying assumption that there is an inherent human need for fulfillment and self-actualization through personal growth, development and mastery (competence), for connectedness (relatedness) and for the experience of behavior as self-determined and congruent with one’s sense of self (autonomy). These three needs are considered universal and essential for well-being. Whatever supports the positive experience of competence, relatedness and autonomy promotes choice, willingness and volition, interest, full engagement, enjoyment and perceived value — the inherent qualities of intrinsic motivation. It also leads to higher quality performance, persistence, and creativity.
The degree to which these needs are either supported or compromised and thwarted has a significant impact on both the individual and the individual’s “social context” (the physical and social setting in which people live and work and the institutions with which they interact). If all three needs are satisfied “people will develop and function effectively and experience wellness” and if not, “…people will more likely evidence ill-being and non-optimal functioning.” (http://selfdeterminationtheory.org/theory/)
“We believe that all human beings have a set of basic psychological needs. The needs that we feel are important are the need for competence. That is to say to feel confident and effective in relation to whatever it is you’re doing. Second, to feel relatedness, that is to say to feel cared for by others, to care for others, to feel like you belong in various groups that are important to you. And the third need is autonomy… Human need is something that must get satisfied for optimal wellness and optimal performance. If they don’t get the need satisfied, then there will be negative psychological consequences that follow.” (https://www.youtube.com/watch?v=m6fm1gt5YAM)
Coaching In Support of Autonomy
People have a need to feel they are operating their lives out of their own choice. Supporting the client’s need for autonomy is considered one of the primary tasks of a coach. The client-centered nature of coaching supports client autonomy throughout the coaching process. Coaching operates on mutual agreements between client and coach. Agendas are co-created with the client always in the lead. In wellness and health coaching this is especially true as client-generated goals have more inherent “buy-in”, that is, more motivational connection. The coaching cornerstone stance that the client is “naturally creative, resourceful and whole” (NCRW)( https://coactive.com/why-cti/buy-the-book) fosters autonomy as the coach works to evoke the inner wisdom of the client. Rather than operating from an expert point of view, the coach provides support for the client’s own decision making, even though they assist in the process.
Coaching In Support Of Competence
This NCRW stance also supports the other key human need according to SDT, of seeking to achieve competence. Again, in line with the tenets of humanistic psychology and the more recent developments in positive psychology, clients are treated as though they are indeed capable and possessing great potential. The strengths-based, positive psychology nature of coaching emphasizes acknowledging and building upon the client’s attributes and qualities they already possess. A key here is acknowledgement. Client’s often minimize or fail to recognize their strengths and achievements. If their self-efficacy is already low, having been brought down by previous failure experiences, they may tend to overlook what they are accomplishing, or to downplay it. The active listening skill of acknowledgement needs to be used by coach whenever it can be genuinely utilized. As client and coach work on self-determined goals and break it down into doable action steps, leading the client to enjoy more and more successful experiences. As they do so, they begin to feel more competent in the area of improving their lifestyle, which naturally builds their feelings of self-efficacy.
Coaching In Support of Relatedness
The heart of coaching is the coaching relationship itself.Creating that alliance supplies the client with a trusted resource for support that can be relied upon unconditionally. As the coach exhibits the qualities that make up great coaching presence (supplying the facilitative conditions of coaching) (https://wp.me/pUi2y-6i) the client feels accepted, acknowledged and cared for. Often our clients are lacking relationships in their lives where they experience adequate empathic understanding and are free from judgment.
For the client, it is not only refreshing to relate to someone who provides unconditional positive regard and validates their experience and feelings, it may actually free the client up to explore their lives with new openness and independence. Perhaps they have been holding themselves back from making some of the lifestyle changes they need to make because of the fear of losing connection, to some degree, with others. Perhaps with the support of the coach, the client may be willing to take such risks to live in a healthier way.
The Real Balance approach to coaching has long recognized the importance and power of coaching for connectedness. We realize that coaching is a very brief moment in someone’s life and that lasting lifestyle improvement often hinges upon finding the support of others for the changes clients need to make. As we help our clients choose action steps in their Wellness Plan, we continually ask, Who else can support you in doing this? Building in strategies to seek out and gain support for wellness goals and the action steps needed to achieve them is often critical to success.
Of course, not all of our clients enjoy lives rich in connectedness at home, work and in their communities. As we co-create the Wellness Plan with our clients, we may want to include developing more connectedness as an Area of Focus to be consciously worked on. Part of that process may be exploring ways in which the client holds themselves back from reaching out and making more interpersonal connections in their lives. As clients feel empowered by the autonomous nature of choice in the coaching process, they may be more willing to increase their connectedness.
As coaches reflect upon their work, not only with a single client, but will all of the people they coach, they can benefit from asking themselves if their coaching process addresses and supports the fulfillment of these three innate psychological needs. The self-vigilant coach may want to listen to session recordings and ask themselves “Am I coaching in a way that really supports my client’s autonomy, or am I being too prescriptive or too directive? Am I using acknowledgement enough to help my client realize how their sense of competency is increasing? Am I remembering to ‘coach for connectedness’ and help my client expand their circles of support?”
Deci and Ryan see the fulfillment of these needs as paving the way towards optimal functioning — essentially making the wellness way of life much easier.
For the very best in wellness and health coach training look to REAL BALANCE GLOBAL WELLNESS SERVICES, INC. Over 8,000 wellness & health coaches trained worldwide. http://www.realbalance.com
“Don’t ask how you can motivate others. Ask how you can create the conditions within which others will motivate themselves.”
Edward L. Deci
The motivation of the coaching client for change is usually seen as the foremost factor in the coaching process, yet many coaches lack adequate knowledge of this concept. Some coaches believe that is it somehow their responsibility to motivate their client. This can come across as an attempt to convince or persuade the client to become engaged in a lifestyle improvement process, urged on by a cheerleading coach. As coaches become more experienced, they usually discover that effective coaching is about helping the client to get in touch with what motivates them from the inside and build on that. One theory that can help coaches grasp the nature of human motivation and then implement it well is Self-Determination Theory.
A core contribution of SDT is the way it demonstrates how it is the type of motivation, not the quantity of motivation that is key to success with behavioral change. According to Self-Determination Theory there are two types of motivation, controlled motivation and autonomous motivation. SDT presents a ‘motivational spectrum’ with amotivation, or total indifference at one end and intrinsic motivation, doing something for its own intrinsic satisfaction at the opposite end. In between these two extremes lies extrinsic motivation with its own motivational spectrum from the most externalized (controlled) to the most internalized (becoming autonomous) types of motivation.
A client is viewed as potentially having different types of motivation related to different behaviors, similar to what we have seen in the Transtheoretical Model of Change, (http://jprochaska.com/books/changing-to-thrive-book/) Your client may be in the “Action Stage” when it comes to improving their nutrition, but in the “Contemplation Stage” regarding beginning an exercise program. Likewise, in the SDT model, your client may feel Controlled Motivation from and Extrinsic source (e.g. pressure from physician and spouse) to begin exercising, and yet possess Autonomous Intrinsic Motivation to improve their nutrition because of a life-long fascination with and enjoyment of healthy eating.
Coaches certainly encounter clients who are indifferent to making changes in some areas of their lives. This would be referred to as Amotivation, or simply lacking motivation. SDT looks at the process of motivation as part of the behavior change process, rather than a pre-requisite for coaching. The client does not have to be “ready” for coaching, rather, it is within the coach’s function to help the client get in touch with the motivation they need for change and resolve ambivalence Again, it our job to meet our client where they are at.
All too frequently the wellness coach encounters clients who are feeling the pressure of Controlled Motivation. This is the “carrot and stick” approach to motivation. It means doing something in order to get a reward or to avoid punishment. It is characterized by feeling seduced (towards a reward) or coerced (to avoid negative consequence). Either way there is a perception of being pressured, obligated or even forced. A perfect example is the coaching client coming to fulfill a requirement for a wellness program incentive plan. The client feels forced into coaching to receive the reward of a 10-20% discount on their health insurance premium (and to avoid the implied penalty of missing this discount). Deci has emphasized that this approach has negative consequences for both performance and well-being. Deci and Ryan also noticed that individuals coming from controlled motivation tend to take the shortest path to the end result. They often complete the wellness program requirement and immediately quit the program.
Autonomous motivation has two aspects. The first is interest and enjoyment. If these two are present, so is motivation because I don’t have to be convinced to do what I love doing. The second type has to do with deeply held values and beliefs. Behaviors that are in sync with values and beliefs are coherent with one’s sense of self. According to Deci, the research demonstrates that when behavior comes from autonomous motivation people are more creative and better at problem solving. When confronted with challenges or obstacles they are more able to think ‘outside the box’. Overall, performance is better especially around hands-on learning and people feel better about themselves. All in all, “autonomous motivation is associated with both physical and psychological health.”
Autonomous behavior is about choice. Deci, in an effective video interview (https://youtu.be/m6fm1gt5YAM) , points out that it is not the same as independence. A person can be experiencing autonomous motivation (operating out of their own volition) when they choose to seek out a walking group to participate in. Autonomous motivation can drive both individualistic and collectivistic behaviors.
SDT also acknowledges that there is often a process experienced by people whereby their motivation may progress from Controlled External Motivation to eventually become a choice that they fully embrace — Autonomous Intrinsic Motivation. What may begin as
a requirement of a program (see a wellness coach to get an incentive) — External Controlled Motivation — may move to compliance with a program (continue to see the coach out of an ‘introjected’ sense that they ‘should’ do so). However, if the coach is effective at creating a true coaching alliance with their client and helps them to see the benefits that they may have to gain by continuing coaching, the motivation shifts through a sense of “identification”, to that of Autonomous Motivation — the client is truly choosing to be involved in coaching. Finally, as the client experiences the benefits of coaching and enjoys the coaching, they have fully ‘integrated’ the process and are experiencing Autonomous Intrinsic Motivation to engage genuinely in coaching.
In effective coaching we always refer to co-creating with our client ‘self-determined goals’. The message to the client is that they are the ones in the driver’s seat, choosing their own Wellness Plan with our assistance. As we coach our clients through the journey of change we can draw upon SDT to remind us to stay client-centered, to continuously move towards building client autonomy and towards motivation that is more intrinsic in nature. It’s just good coaching!
In Part Two on the topic of Self-Determination Theory, we’ll look at how we can incorporate the Three Innate Psychological Needs of SDT — the needs for autonomy, competence and relatedness into more masterful coaching.
For the very best in wellness and health coach training look to REAL BALANCE GLOBAL WELLNESS SERVICES, INC. Over 8,000 wellness & health coaches trained worldwide. http://www.realbalance.com
Stress gets blamed for most everything, and much of time deserves the accusation (60 percent to 90 percent of health-care professional visits are stress-related – https://www.apa.org/monitor/2008/10/relaxation.aspx ). Wellness and health coaching clients inevitably recognize that excess stress in their lives is affecting their quality of life, performance at work, and their very health in negative ways. Finding a way to deal more effectively with stress becomes part of most client’s Wellness Plan.
Wellness coaches all too often approach stress by working with their clients to strategically attack the sources of stress in their client’s lives. While there may be some specific gains made by that approach, all too often the result is temporary and band-aid-like, as yet another source of stress emerges. Solution-seeking as a stress management strategy is like flirting with infinity.
For over twenty-five years I worked as a psychologist and devoted much of my focus to helping people with stress-related disorders. I was an early adopter of the use of biofeedback and relaxation training methods. Combining those modalities with psychotherapy, my work was able to be of great value to clients suffering from muscle-tension and migraine headaches, a wide variety of gastrointestinal disorders, insomnia, Raynaud’s Disease, and many more issues. I delivered hundreds of stress management workshops and became so involved in the field that I eventually became President of The Ohio Society For Behavioral Health and Biofeedback.
Both my clinical work and my years of coaching showed me that ‘managing stress’ requires the clinician or coach to understand the mechanisms of stress, its psychophysiology. I use the term psycho-physiology here because, perhaps nowhere else is there such a demonstration of how our thoughts and emotions have direct effect on our body. This is the center of the mind-body connection. Just thinking about taxes, a strained love relationship, a scary health condition, etc., can immediately result in an increase in blood pressure, the secretion of stomach acid, the constriction of blood vessels in our extremities, the release of cortisol into our bloodstream, and more. Understanding the psychophysiology of stress is vital to being able to develop coaching approaches that will allow our clients to recognize stress, recover from it, and develop the resiliency that they need to live their best possible lives.
The Psychophysiology of Stress
The human body operates on an amazing system grounded in the principal of homeostasis. This self-correcting process allows us to bring ourselves back into balance whenever it is required. When we overheat, we sweat and cool down. When our blood becomes too thick, mechanisms bring more water from our cells and thin our blood down to its proper viscosity. When we are under stress this homeostatic principal seeks to bring us back into balance. Let’s take a look at how our nervous system operates this.
From this graphic, focus upon the Autonomic Nervous System. You will see that it is composed of two parts, the Sympathetic and Parasympathetic Nervous Systems. When we are under threat, or stress, the Sympathetic Nervous System (SNS) kicks in and arouses us to either fight, flee or freeze. This is the classic Fight or Flight Response.
When we are under real threat, like a stranger jumping out of van and confronting us as we approach our car in an isolated parking lot, this response may be vital to our survival. Suddenly our heart rate goes up, our adrenal glands release adrenalin and noradrenalin, cortisol and other stress hormones enter our bloodstream, our eyes dilate (allowing us to see better in low light), blood leaves our extremities and pools to our body core (minimizing bleeding in case our arms or legs are cut, and protecting our vital organs), our digestion shuts down (we need our energy elsewhere), the bronchi dilate increasing our ability to take in oxygen, and more glucose is made available to the blood to provide a supply of instant energy for both cognitive and physical purposes. So, you can see that this remarkable response does a fantastic job of equipping us to deal with muggers, Saber-toothed Tigers (back in our days in the cave), and other acute threats.
Unfortunately, in our modern-day world, we often trigger SNS arousal to a greater or lesser degree, by what might be called ‘false alarm states’.
As any wellness coach can recognize, these false alarm states are often the drivers of the very issues that bring our clients to coaching. Stress has a tremendous effect upon these and many more health challenges. When we are in a chronic state of SNS arousal we will see more headaches, insomnia, difficulty managing chronic pain, more tendency towards unhealthy coping mechanisms (including addictive behaviors), and difficulty managing anxiety, anger and our emotions. It’s easy to see how a client with weight issues might have improved eating and exercise/movement but is still struggling losing weight as they continue to live a high-stress life. Thus, while we are wired to handle acute stress in a potentially adaptive way, chronic stress is our nemesis.
The Relaxation Response
Back to the all-ruling principal of homeostasis. The nervous system’s answer to Sympathetic Nervous System arousal is to counter-balance it with Parasympathetic Nervous System (PNS) arousal. To counteract all of this activation for action we need a way to slow down the heart rate, reduce the blood pressure, calm the breathing, bring blood back into the extremities, quiet down the release of stress hormones, get the digestive system back online, and essentially bring us back to our baseline level of tension/arousal, or even dip below it. In contrast to ‘fight or fight’, this response is sometimes referred to as ‘rest and digest’.
For thousands of years people have found ways to bring about this PNS arousal. Methods of meditation, breathing, movement, prayer, chanting, etc. all have the potential to bring about this state of profound relaxation. Harvard cardiologist, Herbert Benson, coined the term ‘Relaxation Response’, and his groundbreaking 1975 book by that title created a whole new way to approach dealing with stress. His research since then has continued to demonstrate the profound utility of bringing out this quieting response through mind-body practices. Benson managed to demystify meditation and to distinguish it from religious practices. In more recent times, Jon Kabat Zinn has done the same with Mindfulness Based Stress Reduction techniques. Bringing out the Relaxation Response allows us to recover from stress. I will be delving into how to coach clients to do this in my next blog posting.
Actions of The Relaxation Response
Stress And Distress
Coaches often encounter a client who will claim to “thrive on stress”.
We actually do require a certain level of stress to bring out our best performance. Think of how some of the greatest performances in music and sports have occurred in the most high-stress moments. We look to experience ‘optimal stress’, or what is called Eustress.
There is, of course, a point where the stress becomes excessive and this is where we see this positive stress become Distress. This is where one’s stress related disorder may kick in. The headache comes on, the difficulty sleeping begins, the gastrointestinal problems start, the skin reacts, etc. Practicing some kind of method that brings out our Relaxation Response on a regular basis may, however, bring our baseline level of stress down enough for us to remain in eustress longer and perhaps not cause us to cross over into distress. Thus, the wellness coach may work with a client to help them find a way to integrate some kind of regular practice that brings out the Relaxation Response. Performing such practice could be an activity the client keeps track of and sets up accountability agreements about with the coach.
Caution Coaching With The Relaxation Response
As a wellness coach working with a client who has chosen to practice some form of relaxation training or meditative practice, you need to inquire about your client’s health concerns and all forms of medical treatment that they may be under. The chief concern is that as a client develops more competency with bringing out their Relaxation Response, it may alter their psychophysiology in a positive way, but in a way that must be accounted for with potential medical adjustments. Specifically, if your client is, for example, taking medication for hypertension, such practices may reduce their need to this medication and the dosage may need to be adjusted.Have your client inform their treatment team of their practices that may affect their medication needs. The Wellness Plan always supports the Treatment Plan. Make sure your efforts are coordinated with your client’s treatment team.
In two subsequent blogs I will be addressing how we can coach around the need to recover from stress, and how we can build greater resiliency to stress.
Great coaching finds a balance between structure and spontaneity, customization, “dancing in the moment” and organization. While some large coaching organizations err on the side of too much structure, using scripts and ridged protocols, some coaches “wing it” way too much. Listening to hundreds of coaching recordings, done with real clients, I’m continually amazed at how loosely many coaches go about their work. Observing the variance in structure, or lack thereof, led me to create some suggestions for how you can discover the benefits of coaching structure for your coaching sessions.
1. Every Session Is A Small Part Of A Whole
Think of each coaching session as part of the larger coaching process and relationship. Keep the individual session in the context of the entire work you are doing with that client.
First sessions, or what we often call Foundation Sessions, or Discovery Sessions, are unique in that they are all about Co-Creating the Coaching Alliance. In this first session there is a lot to do in addition to listening to the client’s story. Typically, two to three times longer than a regular subsequent session, these sessions allow for getting acquainted, creating agreements about the coaching, familiarization with the client’s story, their concerns, etc. The number one error in Foundation Sessions is to get caught up in the story and take a problem-solving approach right out of the gate. Clients benefit much more from you two building the coaching alliance, taking stock of their wellness, and getting clear about how coaching works.
Regular coaching sessions also need to be thought of by the coach in terms of the larger coaching process. Is this one of the early sessions, or are we starting to work towards termination? Coaching does not go on forever and many coaching contracts involve a limited number of sessions. Also, how does this session fit in to the overall Wellness Plan that you and your client have formulated? How does the “issue” that they just brought up today have relevance to their Wellness Plan?
2. Co-Create The Agenda At The Beginning Of Every Session
Certainly, one of the most common errors coaches make is to start a session with a vague invitation like “So! What do you want to talk about today?” Most often client’s immediately think of some sort of barrier they would like to deal with and coach and client instantly begin a problem-solving discussion. I’ve actually heard coaches begin a session with the even more vague request, “What’s up?”. If a specific problem doesn’t jump to the client’s mind, the client might flounder for a while until lighting upon a topic to discuss.
This approach conveys to the client that the coach is a consultant with whom to solve problems instead of an ally in a process of growth and development. This is where some co-creating the agenda first sends a very different message as well as setting up the session for success.
What works best is a discussion of what all will be talked about in the session and what the client wants to get out of the meeting together. ICF (International Coach Federation) examiners are looking for this kind of review and agreement at the beginning of every coaching session. Just like in a team business meeting, co-creating the agenda means taking in all of the topics to be discussed and then setting an agenda based upon strategy and priorities. It’s best to go with a reasonable blend of urgent and important, remembering that not everything is, in fact, urgent and important.
3. Make Checking-In About Wins And Go Beyond Just Hearing Reports
Begin with Wins!“Tell me about some progress you made in improving your lifestyle since we last talked?” Coaching is an inherently Positive Psychology approach designed to build upon strengths. Make good use of that. Acknowledge those wins. Don’t just say “Okay.” Inquire more about them, request clarification.
Transition from Wins into checking-in on the accountability agreements that were made last time on action steps. As you do, urge your client to go beyond just reporting what they did. Begin to help them explore those actions to gain greater understanding of what worked and can be reinforced, what didn’t and what got in the way. Look at how you can facilitate your client’s exploration of their actions and themselves. Head into new territory and watch your client grow!
4. Once You’ve Got A Wellness Plan Navigate By It
The map you navigate by, once you co-create it with your client, is the Wellness Plan. Now, whatever comes up in coaching is always put in the context of its relevance to the Wellness Plan. The plan is flexible, changeable, but if you want to get results, you continue to follow it. This is where time is saved by steering back away from tangents and irrelevant topics. This is where “What do you want to talk about?” becomes obsolete. Ask yourself, and perhaps your client “Are we still on the map?”
5. Process – But Don’t Get Lost In It
The bulk of most coaching sessions is about processing the client’s efforts at implementing the Wellness Plan. You and your client can have a lot of fun strategizing through barriers, coming up with creative approaches to making progress on goals, and more. The mistake most coaches make it to use 90% of the session doing just this and not leaving enough time for Next Steps. It’s so easy to “get into the weeds” where “the devil is in the details” and get lost. Stay focused and get back to the backbone of the process – the Wellness Plan. Problems become about relevance to the plan. Problems from the past become about relevance (how are they affecting implementing the Wellness Plan in the here and now), not about resolution (that’s the job of therapy).
6. Leave Time For Next Steps
Effective coaches are watching the clock and know to leave about one-third of the session for Next Steps. Processing until there are only five minutes left is a sure way to set your client up to struggle instead of leaving with a clear plan of how to move forward and make progress. Look at what’s working and what needs to be adjusted. Create agreements about the action steps the client is committing to for the time between now and the next session. It often comes down to Reset, Recommit, or Shift. Will they benefit from resetting the level of the action step – going from walking 5x/week to 3x/week? Or, is the best strategy to re-commit to the same action step at the same level for this week? Or, is it best to strategize a shift to a whole new action step? That will require adequate time to do well.
7. Pick The Music But Stay Light On Your Feet
Coaching structure provides the framework for progress. It is like the music that the coaching couple picks to dance to. Coaches perpetually use the expression “dancing in the moment” for good reason. Don’t be afraid to let go of the structure of a session in order to deal with what is more important. Your client may need your support in dealing with a very emotional issue. There may be something that needs to be confronted about the way the two of you are coaching together that may be critical to progress, or even the continuation of coaching. If the coaching seems stuck and progress is lacking, have the courage to explore with your client how the two of you can work better together. Shift the dance of coaching to deal with what has emerged, but then, get back to the music and the structure that will facilitate the progress your both want to make.
Most clients who struggle with medical adherence and/or the lifestyle improvements recommended by their treatment team (the Lifestyle Prescription) benefit from the structure that wellness coaching provides as well as the power of the coaching alliance. Clients are attempting to adopt new behaviors, shift from old unhealthy behaviors, and often reorganize their lives radically to do so. They benefit from co-creating, with their coach, a well-designed plan that addresses their overall, total wellness, and makes medical adherence a part of it. It becomes just one Area of Focus in a fully-integrated Wellness Plan.
Health and wellness coaches who work with clients challenged by chronic illness, and even more acute medical challenges, are counted upon to help with medical compliance and adherence. The clients themselves count on them because they struggle with medical self-testing, taking medication properly, following up with appointments, exercising, and whatever the recommendations of their “lifestyle change prescription” are. Coaches are also counted upon by those providing healthcare services, insurance services, employee benefits and more, to help manage costs through better overall patient compliance/adherence. This often becomes a large part of a wellness coach’s job.
The job is valued because the need is great. First of all, when clients fail to take their medication properly, manage their blood sugar levels well by doing their self-testing regularly, etc., they suffer. There are more hospitalizations and trips to the emergency room, more chance of complications and usually more progression of progressive diseases.
The Network for Excellence in Health Innovation calls improving patient medical adherence a $290 Billion Opportunity. (https://www.nehi.net/bendthecurve/sup/documents/Medication_Adherence_Brief.pdf) that’s what is lost in U.S. healthcare spending each year due to poor medication adherence alone. The same source goes on to say that “when patients with severe or chronic conditions do not take their medications, the consequences can be extreme. Clinical outcomes are highly affected by non-adherence. For example, those with 80-100 percent adherence rates are significantly less likely to be hospitalized than their counterparts.”
Lack of follow through on medications, and other types of “following doctor’s orders” can be due to many different reasons, some of which are not the fault of the patient. Cost of prescriptions and supplies in the United States is often a big factor. Inadequate instructions from the healthcare provider, a lack of self-care education, access to treatment and/or education, plus costs, account for about 31% of the reasons for poor adherence. The other “69% of the problem is behavioral, such as perceived benefits, poor doctor-patient relationship, medication concerns, or low self-efficacy.” (http://www.dtcperspectives.com/impact-behavioral-coaching-adherence/#_edn3).
A note on terms:
Non-compliance — not complying with medical directives, prescriptions, etc. A patient decides that their physician is basing a prescription on inadequate information and decides not to take prescribed statins. Non-compliance — More of a refusal, a decision. Can be medical or lifestyle prescriptions. May be due to external causes (like cost). More authoritarian. Non-adherence — not following through consistently with the treatment plan including the “lifestyle prescription”. Not adhering to the plan. More likely due to inabilities, difficulties executing the plan, etc. You will also find that the terms are sometimes interchangeable in the professional literature.
Research on health and wellness coaching has shown significant effectiveness in improving this problem. Unfortunately, most of the research narrowly focuses on one research variable, one aspect of medical compliance/adherence – medication adherence. In a study of the impact of health coaching with patients with poorly controlled diabetes, hypertension, and/or hyperlipidemia, “Health coaching by medical assistants significantly increases medication concordance and adherence.” (1) Ruth Wolever and Mark Dreusicke (2) found that integrative health coaching led to an increase in medication adherence and that better adherence correlated with a greater decrease in HbA1c (blood sugar measure).
Many of the studies are gleaning what appear to be the coaching methods that make a real difference in effectiveness. Wolever and Dreuskicke concluded that “Medication adherence requires underlying behavior skills and a supporting mindset that may not be addressed with education or reminders.” So, though helpful, clients/patients often need more than just text messages sent on their smart phones. Amanda Rhodes, in a 2017 article (3) takes on a more corporate perspective in showing how coaching is beneficial to both patients and the pharmaceutical and healthcare companies that serve them. What their research emphasized was how client-centered the whole approach needs to be. “Patient-centered behavioral coaching is designed to help patients determine the way in which THEY believe they need to change their behaviors to achieve their goals. Patients who feel listened to are more comfortable with the care they receive and are more likely to adhere.”
Alliance Over Compliance
For the health/wellness coach and the client they serve, the heart of the matter is the coaching alliance. As seen in the articles we’ve spotlighted here, adherence comes not from medical admonishment or authoritarian directives. It comes from a client/patient developing self-determined goals that they are motivated to pursue. It comes from having an ally to help them navigate through the barriers that they face to achieving the high level of health and wellness that all people want. The coach may be well aware of the medical urgency for a client to, for example, quit smoking, or take their medication properly. But, as we’ve learned from all forms of behavioral change efforts, the process, ultimately, must be self-directed. That is, the client has to see the value in making the change, be ready to make it, and have both a concrete plan of action and the support they need to achieve it. Tempting as it may be for the coach to become extremely directive and take over the action planning, they must remain in a true coaching mindset and be the ally the client needs in their own process. This requires patience, but as is often the case, patience pays off.
A Fully Integrated Wellness Plan
The client and coach work together to determine what the other Areas of Focus will be, based upon Readiness for Change Theory, the directives of the Lifestyle Prescription, the values and interests of the client, and all of the exploration and assessment that the coach and client have done together. Other Areas of Focus could include such things as: Attaining & Maintaining A Healthy Weight; Smoking Cessation; Achieving Greater Social Support, etc.
Areas of Focus break down into Goals and the specific Action Steps that the client will engage in to achieve those goals. All of this is co-created, not dictated.
Coaching Does What It Is Good At
In the focus on medical adherence, coach and client co-create a way to identify the specific behaviors that are needed to either develop or change. They then, strategize the best Action Steps that will be an optimal starting point for success. They develop tracking strategies, so the client will know when they are being successful at doing their self-testing regularly, taking medication on time, staying organized enough to follow through on medical appointments, etc. The key to tracking, whether done on phone apps, or good old pencil and paper is following up with Accountability on it. Sending the coach app or text messages, or simply reporting in at the next coaching appointment will help the client feel accountable to themselves to achieve what they, themselves, want to get done. The coaching alliance also takes on the myriad barriers, both internal and external that get in the way to solid medical adherence. Strategizing through barriers such as a lack of family or workplace support, checking out fearful assumptions (especially about side-effects), all increase the likelihood of success.
There are times when we see a complete shutdown of efforts to follow the directives of the treatment team, especially around the lifestyle changes that are urgently needed to shift. This refers to a client paralyzed by grief over their perceived loss of health. To understand this check out our previous blog post – “Astonishing Non-compliance – Understanding Grief and Readiness for Change in the Health Challenged Client” (https://wp.me/pUi2y-n2 ).
The Many Faces of Medical Adherence
Coach with your client to determine what the components of medical adherence are for them. Don’t just focus on medication. Help them see that their best strategy is to live their healthiest life possible in all dimensions of their wellness.
(1) Thom D, Willard-Grace R, Hessler D, DeVore D, Prado C, Bodenheimer T, Chen E. The impact of health coaching on medication adherence in patients with poorly controlled diabetes, hypertension, and/or hyperlipidemia: a randomized controlled trial. J Am Board Fam Med. 2015 Jan-Feb;28(1):38-45. doi: 10.3122/jabfm.2015.01.140123
(2) Ruth Q Wolever, Mark H Dreusicke.
Integrative health coaching: a behavior skills approach that improves HbA1c and pharmacy claims-derived medication adherence. Clinical care/education/nutrition/psychosocial research. https://drc.bmj.com/content/4/1/e000201
• Sforzo, Kaye, Todorova, et al. (2017). Compendium of the Health and Wellness Coaching Literature. American Journal of Lifestyle Medicine,1559827617708562. http://journals.sagepub.com/doi/full/10.1177/1559827617708562
• Ruth Q. Wolever, Making the Case for Health Coaching: How to Help the CFO Understand — Real Balance Coach Center – April 2018 Free Monthly Webinar.
• https://ichwc.org/resources/ “A Systematic Review of the Literature on Health and Wellness Coaching: defining a Key Behavioral Intervention in Healthcare” (Resources section for ICHWC)
“Don’t get too close to your clients.” It may have been my junior year of being an undergraduate psychology major when a professor offhandedly gave this warning to me and a couple of other students. There is always this question about ‘therapeutic distance’. Clearly when a therapist allows their own feelings of attraction or repulsion, insensitivity or caring to interfere with the ability to deliver effective therapy, we have a problem. Therapists may wall themselves off from connecting too closely to protect themselves from the pain of their client’s suffering. At the same time, therapists are exhorted to empathize, to connect genuinely, authentically, to allow a therapeutic closeness to grow. They are often left in this ambivalent quandary of just how “close” to be to their client.
The coaching relationship is not intended to be a therapeutic one, even though it may contribute to a client’s own healing. Many experiences are therapeutic and the experience a person has with coaching may be just that. However, our intent is not to heal the old wounds of our client, but to be their assistant in their personal growth. The coach’s quandary is similar to that of the therapist, but also different. Without the ‘therapeutic distance’, it may, in fact, be even more confusing. If we are not delivering treatment with our client, then, are we more like a friend? We will hear stories of suffering. How do we protect ourselves from feeling their pain as our own?
Coaches may start to find themselves becoming more reluctant to truly engage with their clients. They may find themselves pulling back emotionally and fighting the urge to connect more closely. Hearing another story of difficulty, failure, conflict, or even trauma, abuse and neglect, we may react by diminishing the very coaching presence that is essential to helping our client to work through their challenges. The coach may find their ability to concentrate and really listen to our clients becoming reduced. It may show up physically with difficulty sleeping, a drop in our immune response, headaches, digestive issues, and much more. Our ability to be compassionate may be just worn thin.
An ICF published article by Niamh Gaffney (https://coachfederation.org/blog/are-you-tired-of-coaching) defines Compassion Fatigue as “a combination of physical, emotional and spiritual depletion associated with caring for people in significant emotional pain and physical distress.” The term depletion is perfect in this description. Our own well feels like it has gone dry, or soon will. It may feel like our very soul is being drained. The way out of compassion fatigue is the same as preventing it.
Operating From A Coach Approach
Failing to recognize the difference between coaching and counseling or therapy leads coaches to delve into an attempt at therapeutic problem solving. We may disguise it to our client and ourselves as “working on stress”, but if we approach stress management by attempting to solve all of the problems that generate stress in our client’s life, we are engaging in an infinite exercise in futility. Not only does it not work, it is exhausting for both client and coach. Your client may sense the futility before you do and leave coaching entirely.
Maintaining a coaching mindset is essential here. Can we help our stressed-out client to learn how to deal with stress, and to recover from stress instead of infinite problem solving? When coaches ask “What issues do you want to work on?” they are inviting the beginning of a therapeutic expedition. When we see ourselves as our client’s ally, not their doctor, healer, priest or therapist, we take a stance of closeness and caring but with less of a feeling of responsibility for their solutions and ‘cure’.
In wellness coaching, instead of operating on a problem du jour model, we work with our clients to help them take stock of their current health and wellness, create a vision of their best life possible and then co-create with them an effective wellness plan. Operating from a plan is totally different than continual problem solving. Certainly, we engage in strategic coaching with them to address barriers, but our job is not to provide solutions. Compassion fatigue, I believe, comes sometimes from the sense of powerlessness that we may feel when we can’t provide the magic solution for our clients that will make their lives better. When we realize that doing so is not our job, we can allow for more of a healthy compassionate detachment to take place.
Twenty-seven years or so of doing psychotherapy with a wide variety of clients had its joys and challenges. Upon hearing the detailed recount of a young woman or man who had been abused sexually by a parent, I couldn’t just go home saying “It’s only a movie.” Clients come needing to tell their stories to a therapist who is not afraid to go absolutely anywhere with them. A really good therapist learns to be a true warrior/warrioress of the heart who is completely fearless. Yet, the only way they can go into battle again, side by side with their client is by learning something about compassionate detachment.
We practice compassionate detachment for the benefit of our client and for our own benefit as well.
Compassionate detachment is respecting our client’s power enough to not rescue them while extending loving compassion to them in the present moment. Simultaneously compassionate detachment is also respecting ourselves enough to not take the client’s challenges on as our own and realizing that to do so serves good purpose for no one.
Compassionate detachment is an honoring of our client’s abilities, resourcefulness and creativity. We remain as an ally at their side helping them to find their own path, their own solutions. We may provide structure, an opportunity to process, a methodology of change and tools to help with planning and accountability, but we don’t rescue. As tempting as it is to offer our suggestions, to correct their errant ways, to steer them toward a program that we know works, we avoid throwing them a rope and allow them to grow as a swimmer. Sure, we are there to back them up if they go under or are heading toward a waterfall. We are ethically bound to do what we can to monitor their safe passage, but we allow them to take every step, to swim every stroke to the best of their ability.
To be compassionate with a client we have to clear our own consciousness and bring forth our nonjudgmental, open and accepting self. We have to honor their experience.
“Only in an open, nonjudgmental space can we acknowledge what we are feeling. Only in an open space where we’re not all caught up in our own version of reality can we see and hear and feel who others really are, which allows us to be with them and communicate with them properly.” Pema Chodron, When Things Fall Apart
Compassionate detachment is also about giving ourselves permission to protect ourselves. Being in proximity to the pain of others is risky work. There are theories about the high rates of suicide among dentists based on this. Compassionate detachment is also about being detached from outcome. We want the very best for our clients and will give our best toward that goal, but we give up ownership of where and how our client chooses to travel in the process of pursuing a better life. Their outcome is their outcome, not ours.
Compassionate detachment is not about distancing ourselves from our client. It is not about numbing ourselves out mentally, emotionally or physically. It is not about treating our clients impersonally. That is mere detachment alone and more a symptom of burnout than of good work as a coach, therapist or any kind of human helper.
Intimacy is what allows compassion. When we fear closeness, we will hold back. We will be less empathic because we fear connecting with our own feelings. Compassionate detachment is being centered enough in ourselves, at peace enough in our own hearts, to be profoundly present with our clients in their pain and in their joy as well.
From Depletion To Replenishment
If compassion fatigue is about feeling depleted, then prevention and recovery is about replenishment. Fatigue comes from the expenditure of energy: physically, emotionally, and spiritually. Coaches must ask themselves what they are consciously doing to restore their own energy supplies. Once again, we are talking about the coach’s own Wellness Foundation.
We often think of wellness in terms of exercise and participation in all kinds of wellness activities. To what degree are these activities an expenditure of energy, and to what degree do they provide an energy return and replenishment. While a workout resulting in a “good tired” feeling my fatigue us physically, it may invigorate us mentally, emotionally, and even spiritually. Once again it is a matter of balance. Are we engaging in mind/body activities that replenish our energy on multiple levels? Mindfulness practices, meditation, Tai Chi, Xi Gong, Yoga, all share the intent of this kind of replenishment.
Our Wellness Foundation is not just about working out and eating well. What we are looking for here is replenishment on the levels at which we are being depleted: more the emotional, mental and spiritual. Re-filling our well on these levels is more about getting our needs met in these areas. Compassion fatigue can generate feelings of isolation, powerlessness and feeling overwhelmed.
Are we connecting with meaningful friendships to combat that isolation? Are we expressing ourselves creatively and feeling competent in other areas of our lives?
Are we consciously engaging in device-free time, in connection with the natural world, simplifying our lives?
Do we feel like we are truly in charge of our own lives?
When we come back to our own center and feel like our needs are getting met, when we feel safe and secure, energized and in balance, we can extend the heart of compassion to our clients and not fear intimacy. We can be the ally they need.
Michael Arloski, Ph.D., PCC, CWP, NBC-HWC – is a psychologist, coach, trainer, author and wellness enthusiast. CEO and Founder of Real Balance Global Wellness Services, Inc. (https://www.realbalance.com), his company has trained thousands of health and wellness coaches around the world.
Medical noncompliance is a vast and complex issue that results in widespread human suffering and immense healthcare costs. Of the 3.8 billion pharmaceutical prescriptions written each year (USA) it is estimated that more than 50% of them are taken incorrectly or not at all. Medical noncompliance also includes failure to do medical self-care, self-testing and attend follow up appointments with the treatment team.
As wellness and health coaches are given more opportunities to help people, especially people who have, or may soon develop, a chronic illness (heart disease, diabetes, cancer, arthritis, COPD, etc.), we will face again and again what has stymied healthcare professionals for decades; the patient who has heard the diagnosis but has made virtually no changes to improve their health. They have gotten the news but haven’t woken up and smelled the coffee.
The story is far too familiar. You may have seen it amongst the people you work with, your friends or in your own family. It may have been what you have experienced yourself. The person gets a new diagnosis of a life-threatening disease or is warned that such a disease is immanent (e.g. pre-diabetic) unless they make significant lifestyle changes. Or, perhaps they experience a sudden health event like a heart attack. Given medical treatment, they are also given a “lifestyle prescription”. They are told to make lifestyle changes: quit smoking; be more active and less sedentary; improve their diet; manage their stress better, etc. Such immediate lifestyle changes are conveyed as absolutely essential to their continued survival: a low-sodium diet for the hypertensive patient; lower stress levels for the post-heart attack patient; complete restructuring of the diet of the newly diagnosed diabetes patient, etc. Then, far too often, the healthcare professional watches, as do family and friends, in total astonishment, as the patient makes none of these changes. So, when lifestyle changes are necessary what determines a person’s ability to make the needed changes in the quickest way possible?
Readiness For Change
Working with clients around medical compliance and adherence to the lifestyle prescription is the place where Prochaska’s “Readiness for Change”, Elizabeth Kubler-Ross’s “Stages of Grief “, and Maslow’s “Hierarchy of Needs” all intersect. What we, the caregivers often fail to understand is that when a person has experienced a truly life changing event, like the onset or worsening of a health challenge they feel a loss of control that may threaten their safety, they experience grief at the loss of health, ability, or dreams, and often need to redefine their identity.
Pre-contemplation → Contemplation → Preparation → Action → Maintenance → Termination (Adoption)
This is certainly a helpful way to understand where someone is at regarding a particular behavioral change. Knowing if they are in the Contemplation or Preparation stage, for example, helps us know how to work with them. This single lens, however, is not enough. In the patient/client who astounds us with their level of non-adherence we find we are encountering more than just lower levels of readiness, we are encountering grief and loss.
Grief And Loss
A loss is a loss.The loss of a loved one through death, the loss of one’s health, or the loss of the dream held for how life would be, are all perceived as losses to be grieved. To help you understand a person’s reaction to a health challenge, diagnosis, etc., and to help you, as a coach or healthcare provider, respond more compassionately and effectively, put all of it in the perspective of the classic stages of grief. The work of Elizabeth Kubler-Ross, Stephen Levine and others have shown us that the grieving process is a multi-layered experience that affects us powerfully.
Kubler-Ross identified the five stages of grieving that are present for any significant loss: 1) Denial; 2) Anger; 3) Bargaining; 4) Depression; and 5) Acceptance.
I talk about this extensively in chapter ten (“Health and Medical Coaching- Coaching People With Health Challenges”) of my book, Wellness Coaching For Lasting Lifestyle Change, 2nd Ed., 2014 (https://www.amazon.com/Wellness-Coaching-Lasting-Lifestyle-Change/dp/1570253218/ref=sr_1_1?ie=UTF8&qid=1530811214&sr=8-1&keywords=arloski+wellness+coaching). When we see the astonishingly non-compliant patient/client, they are often experiencing this first stage of denial. They minimize the importance of the event, downplay its seriousness, and do all they can to return to “business as usual”. Talking about the event or diagnosis becomes a forbidden subject and the person may become quite defensive. They are angry that this tragedy has befallen them, and understandably depressed about what has happened, and the state they are in. The idea of change has no appeal and they often seek the comfort of the familiar — including self-soothing habits such as smoking, overeating, etc.
The experience of a “brush with death”, or even the news that such a threat is imminent, can automatically push us into survival mode. No matter what level we were at in getting our needs met on Abraham Maslow’s Hierarchy of Needs (see Chapter One – “Toward A Psychology of Wellness” in my book, Wellness Coaching For Lasting Lifestyle Change, 2nd Ed. 2014) such an experience necessarily drives us down to the survival need level. We feel profound threat to our “safety needs” and “physiological needs”. Our very physical existence is threatened. Life becomes about the real basics of survival; the next breath, food, water, shelter. It becomes about the basics of safety; feeling secure, going back to the familiar, whatever reassures us that we will be OK.
It is no wonder that people going through such an experience may embrace the status quo, resist change and psychologically minimize the threat that they perceive.
This brings up questions about the health challenged persons readiness to change:
* How long will they stay at these survival levels seeking to meet their physiological and safety needs when they are encumbered by the initial stages of grief?
* How effective can one be at functioning and rising up through both the stages of readiness for change and the lower levels of the needs on Maslow’s model if they are in denial and minimizing, acting out in an angry manner or shackled by depression?
What needs to be considered to work effectively with health challenged clients is the intersection of these three widely accepted psychological theories Once understood, a Wellness Professional can truly motivate their client towards lasting lifestyle change.
Maslow’s theory of motivation contends that as people get their needs met at the lower levels of the Hierarchy of Needs Triangle they naturally move on up to the higher levels (their being needs). When we encounter a patient/client who fits the picture we are talking about here, do we acknowledge where they are at and do we help them get their needs met at that level? Or, do we demand immediate behavioral change just because the value and urgency of it is so great?
Meet Them Where They Are At
Our first job is to help them feel like they have an ally, someone who supports them and has their best interests at heart. This helps meet their safety needs and even some of their social needs. We then need to check in with the person and see how they are doing at the survival level. Are they receiving the medical care they need? Is their living situation allowing them to cover the basics of shelter, food, and safety? Much of this comes down to how their health challenge affects the security of their way of making a living. How do they perceive (and it is their perception that counts) their health challenge as a threat to their livelihood? Do they fear losing their job, falling behind in production, having their business falter or fail? How much are they into catastrophic thinking about all of this?
What is more frightening than to believe we are powerless? The threat to our very survival is there, like a cave bear at the mouth of our cave, and we believe we can do nothing to stop it. If our patient/client feels powerless to affect the course of their illness, then they wonder why should they make all the effort required to achieve lifestyle improvements? When we feel powerless we often don’t go to fight or flight, we freeze.
The reflexive response to fear is contraction. Hearing a sudden, loud noise, we instantly tense up and contract all our major muscle groups. Feeling scared, we hold on. We reflexively hold on to what we have and to the way things are. Change seems even scarier than what frightened us to begin with. We are like the person in the path of a hurricane who won’t leave the safety of home, sweet home, even though it will probably be flooded and blown away. For our client to “let go” and trust in the change process their physiological and safety needs have to be met. If they doubt this they may give the appearance of compliance, but their probability of follow-through is questionable.
Beyond the very basics of survival, we can help our client then to get their needs in the next two levels met: Social Needs (sense of belonging, love) and Self-esteem Needs (self-esteem, self-worth, recognition, status). This is where coaching for connectedness plays a priceless role. We know that isolation is a real health risk and at this crucial time the presence and engagement of an extended support system can provide huge benefits. Our client will need the help of others in many practical ways, but they will fare far better if they are getting the emotional support that comes with getting their needs for belongingness, acceptance and compassion met. We, the helper can only provide a very small part of this and some of our best efforts may be to help the person we are working with to find, develop and expand sources of support in their lives. The nature of the support they receive from others is important as well. This person needs understanding, empathy and support, not criticism and pressure to make lots of changes immediately. We need to encourage our client to ask for the support they need in the ways that they need to receive it.
Coaching to improve self-esteem allows the client to move on up through Maslow’s triangle through the next level. We all need to feel good about ourselves, to receive recognition and praise. When one is hit with a health challenge they may feel anything but good about themselves. Perhaps they are framing the health event or onset of an illness as a personal failing. There may be embarrassment and/or shame that they are no longer completely healthy. Their own “inner-critic” may be very harsh on them, filling their mind with self-critical thoughts that, again, cause them to do anything but take action for change. Helping the person to regain a sense of power and control in their life can also reclaim self-esteem. When we feel powerless to control events and circumstances in our lives we feel weak, vulnerable and impotent. When we discover what we can actually do through our own lifestyle choices to affect the course of our illness for the better, we feel empowered and regain confidence and strength.
Ten Ways to Effectively Coach the Health Challenged.
When we encounter: the person who has had a heart attack and is still downplaying the importance of it, almost pretending that it didn’t happen; the person diagnosed as pre-diabetic who has made no dietary changes at all and remains as sedentary as ever; the person diagnosed with COPD who is still smoking, etc., we need to respond to them in a more coach-like way. In each step consider that their readiness for change will be determined in part by their stage of grief and where they fall in Maslow’s hierarchy of needs. How quickly they move through the change process will be in part determined by past experiences and in part by the support they have in the present to change.
1) Meet Them With Compassion Not Judgment.
Catch yourself quickly before you criticize their lack of adherence to the recommended lifestyle changes they have been told to do. Bite your tongue, so to speak, and instead of forcefully telling them what they should be doing, and warning them, once again, of the dire consequences of non-adherence, respond with sincere empathy and listen. 2) Acknowledge And Explore Their Experience.
Ask them what it was like when they found out about their health challenge; diagnosis, or what is was like when they experienced this health event. Don’t jump to solutions or start problem solving. Just listen, really listen. Reflect their feelings. Acknowledge what was and is real for them. Explore it with them and see if there isn’t some fear that needs to be talked about here. 3) Don’t Push, Stay Neutral In Your Own Agenda, And Explore More.
While it may feel like this person needs to take swift action with tremendous urgency, be patient. Readiness for change grows at a different rate for each step of the journey. 4) Be Their Ally.
Help them feel that they are not facing this alone. This helps meet their need for safety and even some of their social needs. Does the client understand their health challenge? To what degree does the client understand and buy into the lifestyle changes suggested? 5) Address Survival First.
Make sure they are getting all the medical help and information they need. Explore their fears about maintaining income, job, career, business, and how it all will be impacted by their health challenge. Help them gain a sense of control and feel more safe and secure in all ways. Help them to see that they are not completely helpless and vulnerable, but that there are ways they can affect their situation. 6) Help Them Process The Loss.
Talking through the grief is very powerful. The loss of health is felt to the level that it is perceived. That perception will be part reality and part fear. Help your patient/client to process their feelings, to give a voice to the part of them that is afraid. Accept their initial tendency to minimize but slowly help them feel safe enough to move through the other stages of grief (anger, bargaining, depression and finally, acceptance). 7) Help Them Form A Plan.
Even if it is very basic, help them develop a plan for becoming healthy and well again and how to face their health challenge. Meet them where they are currently remembering that preparing to take action is a vital readiness for change stage. What do they need to know? Having a plan will give them both hope and a sense of purpose and direction, a map to find their way out of their current situation. It is something to hold on to. 8) Coach For Connectedness.
If the basic survival needs feel met the person can reach out to others and will benefit from a sense of belonging. Family and friends need to be inclusive and not critical. Support from co-workers is also extremely helpful. The fear that is brought up by the onset of serious health problems sometimes frightens others and efforts need to be made to break through this initial resistance. Coach them through their own reluctance to asking for support. 9) Build Self-esteem.
Recognize, acknowledge and reinforce all progress. There is no wrong! Help your patient/client to exhibit greater self-efficacy because as they take charge of their health and their life, their self-esteem grows. 10) Nothing Succeeds Like Success.
Help the health-challenged person to take small steps to prepare for change and then experiment with actions where they are most ready. Build on these easier successes and leave the tougher challenges for later after confidence has been built.
Maslow reminds us that “growth forward customarily takes place in little steps, and each step forward is made possible by the feeling of being safe, of operating out into the unknown from a safe home port, of daring because retreat is possible.” (Toward A Psychology of Being, 1962) . To emerge from that home port, our client needs to be in the process of working through their grief, they need to be moving up the spiraling stages of change, and how better to set sail towards the unknown lands of change than with a good ally?
Michael Arloski, Ph.D., PCC, CWP, NBC-HWC
The first version of “Astonishing Noncompliance” was originally published in the Real Balance Global Wellness Services, Inc. Newsletter in 2009. It has also been published by a number of other organizations such as the American Holistic Nurses Association (https://ahha.org/selfhelp-articles/astonishing-non-compliance/)
Arloski, M. (2014) Wellness Coaching For Lasting Lifestyle Change, 2nd Ed. Duluth, MN: Whole Persons Associates.
Kubler-Ross, Elisabeth. (1997) On Death and Dying. NY, NY. Scribner.
Maslow, Abraham. (1962) Toward a Psychology of Being. Princeton, N.J., VanNostrand.
Prochaska, James, and Janice. (2016) Changing To Thrive. Hazelden Publishing.
Prochaska, J., Norcross, J, & Diclemente, C. (1994) Changing For Good. New York, NY: Harper Collins/Quill. 1994 Harper Collins, 2002 Quill reprint.
Our previous blog post: Getting Yourself Out Of The Way: The Self-Vigilant Coach – Part One (https://wp.me/pUi2y-mu) explored the many ways in which the coach can interfere in the coaching process and “get in the way” of the client’s own coaching work. Our own agendas, attitudes, beliefs, prejudices, projections and unfinished emotional business can all impede the coaching process. In this second part of the two-part series we’ll examine the complex concept of projection in coaching.
Another pitfall for the coach to be aware of is our tendency to project onto other people emotions that are really our own. A classic defense mechanism, psychological projection is when we attribute to others feelings of our own that we find unacceptable. The most common example is when we have unwanted feelings of anger and instead see hostile and aggressive qualities in the behavior and affect of others.
A broader understanding of projection, and a less pathological one, is that we project onto others not only negative qualities (anger, guilt, shame, etc.), but positive ones as well. These are positive qualities that we do not believe that we fully possess, but we ascribe them to the other person (successfulness, popularity, self-confidence, etc.). We can also include in projection the type of hopes, beliefs and dreams we have. We may want to believe that our client feels as passionately about exercise or meditating as we do! We may proceed with our coaching operating as though our client is fully on board with our wellness prescription for them. Conversely, as we have struggled for years with weight loss or smoking cessation, we project the same degree of difficulty onto our client’s experience, when, perhaps for them, that challenge is nowhere near as great. We fall into the trap of making assumptions, believing that other see the world just as we do.
We can also project our prejudices. If we come from a blue-collar working-class upbringing, we may think that our wealthy upper-class client has an easy life and knows little of heartache and struggle. We may withhold our empathy when it is really needed. We may completely underestimate the potential of our client because of their social status, gender, race or ethnicity and not treat them as being “naturally creative, resourceful and whole.” (http://www.coactive.com/learning-hub/fundamentals/res/FUN-Topics/FUN-The-Co-Active-Model.pdf)
If It Were Me…
A basic human tendency is to attempt to understand others by asking ourselves How would I feel/What would I do, if I was experiencing that? We put ourselves in their situation, and instead of going into a place of empathic understanding, we project our own feelings, conclusions, solutions onto the other person. We “know” what they ought to do! Perhaps our own work history includes supervisors who were bullies. Without realizing it we may hear our client’s story of conflict with their team leader and translate what we hear into a story of brutal abuse. We may then operate on the feelings this generates and steer the client towards taking extreme action to deal with a rather mild situation. For the client it was what we might call at one-dollar item, but we project a situation worth $100.00 plus change!
Our Own “Stuff”
Coaches may also project onto their clients the struggles and growth processes that they are currently engaged in and faced with. The coach who is exploring healing their own family of origin issues may see a need for this in many of the clients that they see. They may mistakenly think that the therapeutic process that is helping them so much is the panacea for all clients. They may start bleeding the techniques of their favorite self-help therapy book into the coaching that they do. The self-deception is that they may still think that they are doing coaching.
Perhaps the most disastrous type of interactions occurs when we project in such a way that we relate to another person as though they were someone else. Perhaps you’ve had this happen to you in your own life. Someone you’ve met recently keeps ascribing to you qualities that you exhibit very little of. They see you as self-centered, a braggart, trying to impress others, when all you did was share a couple of tidbits of what you knew about some subject. The problem is, you remind them of their brother, sister, ex-partner, former employer, second grade teacher, college roommate, army buddy, etc. who continually played the know-it-all role. Now all of the terrible qualities of that other person get projected onto you whether you deserve them or not!
Could the client who seems to bother us in ways that we find hard to explain be the unfortunate recipient of our projection? Do they remind us of someone else; a personal relationship from our past, or perhaps even a former client who struggled with the same issues? Do we begin coaching as though we expect this client to struggle the same way our other client did? Are we bringing our own unfinished emotional business into the coaching relationship?
When we are on the receiving end of our client’s projections, how do we handle it? A client who treats us as the high and mighty expert may cause us to overcompensate by being so informal and friendly that we now come across as a “buddy” or “pal” instead of a professional coach. The client who projects a parental role onto us may bring out our overly professional, even stiff and impersonal side. Such a client may become unexplainably resistant to even the best form of coaching accountability. The coach who is working with a client from a company who incentivizes employees to seek coaching to receive by promising a discount on health insurance, etc., may find their client unusually hostile. Such a client may be projecting their own issues around authority onto the innocent coach. The list goes on.
The central problem with our own projection is that it is operating outside of our awareness. We make our assumptions without even realizing them. We slip into feeling that we do know best for our client, and on and on. Let’s look at ways to minimize the occurrence of our projection.
• Coach with a sense of self-monitoring. Check in with your own affective and bodily sensations and determine what they are telling us. • Set clear boundaries and expectations for the coaching relationship as you create the coaching alliance. • Draw a clear distinction between coaching and therapy. This includes operating from a coaching mindset, not an analytical, diagnostic mindset in our relationship with our client. • Be vigilant for parental feelings that arise where you believe that you know what is best for your client • Reflect upon the client who brings out unusual feelings in you that are hard to explain or understand. Listen to recordings and examine your responses to your client. • When client reactions to coaching interactions seems extreme, consider what else might be going on that has nothing to do with the here-and-now coaching experience. Inquire gently “Does this remind you of any other experiences you’ve had?” “What’s this coaching like for you? Is it similar to anything else you’ve done?” • Seek out mentoring/supervision to explore puzzling client relationships that “don’t feel right”. • Do your own work! Your own personal journey of personal growth and healing may need some attention if it is leaking into your coaching work. Don’t let your own “unfinished business”, get in the way!
“Getting Yourself Out Of The Way.” What’s that really mean? There are many ways in which the coach can interfere in the coaching process and “get in the way” of the client’s own coaching work. Our own agendas, attitudes, beliefs, prejudices, projections and unfinished emotional business can all impede the coaching process. In this two part series we’ll increase our awareness of how “our stuff” gets in the way of our client’s progress and look at how to eliminate our blind spots.
The Coach’s Agenda
In wellness coaching it is easy for coaches to subtly promote their own favorite package of dietary, exercise and stress management advice. When I’ve observed this in coaching students it is seldom about their own ego getting in the way, though I’ve seen this a few times, but rather about the zeal the coach feels for certain wellness approaches. They really believe that certain diets, fitness programs, or stress reduction approaches are really fantastic and they want to share this with heart-felt conviction! Coaches also fall into the trap of promoting their own favorite ways to be well because they stray from the coach approach and feel that if they just tell clients what to do it will save so much more time. This can show up in leading questions that manipulate the client to select a course of action that the coach was consciously or unconsciously promoting. Lastly, if coaches are crossing the ethical line into promoting their own money-making products as part of the coaching there is a serious problem.(Consult: https://ichwc.org/wp-content/uploads/2018/04/Final-Code-of-Ethics-Feb-1-ICHWC-1.pdf)
Convincing & Persuading
Coaches may get ‘hooked in’ to almost desperately wanting their client to improve their lifestyle because they truly care about the person and hate to see them engaging in so much self-defeating behavior and suffering. Straying from the coach approach they attempt to convince or persuade the client to be well. “If they would only…!”
A well-known Motivational Interviewing trainer often begins his talks by extolling each of the audience to “Give up your job!” He argues, as do I, that holding on to thinking that you can be successful while attempting to convince or persuade people to be well, is about as self-defeating as the client behaviors we are attempting to change! Yet many of us in the wellness and health promotion fields and medical professions find ourselves spending years doing just this. The exasperation that finally comes from this fruitless way of working with clients and patients is often what drives these human-helpers to look for a better way, and what often leads them to coaching. Tired of pushing or pulling people up the mountain of lifestyle improvement, one finally asks “How’s this working for me?” The challenge for the coach is to become aware of their tendency to continue this process of convincing and persuading.
My Way Is The Way
Beginning coaches also have to be vigilant about how their own path to wellness may interfere with their client work. We have trained many wellness coaches who were attracted to the fields of healthcare, human helping, and wellness because they were able to meet and overcome a serious health challenge by, at least in part, improving their own lifestyle. When I’ve trained counselors and psychotherapists I would sometimes come across students who had been through either divorce, alcoholism, or some such experience and deeply believed that what had helped them to get through those experiences was exactly what all their clients had to do as well. This was, of course, an often-disastrous course for their therapy clients attempt to take. In wellness coaching, we come across students, on rare occasion fortunately, who have a similar allegiance to some sort of holistic health path, or wellness formula that helped them and now they feel the need to proselytize.
“Well, what worked for you?” clients often ask. Here the coach has to proceed very carefully. We can use some appropriate self-disclosure, but rather than answer the question directly, the coach might ask, “So what are you hoping to gain by hearing about my experience?” Often that client’s question is coming out of a place of low self-efficacy. They have had little lasting success at lifestyle improvement, so they are looking to you, the expert to show them a better way. We have to determine if this is a time to provide some information/education, make an effective use of self-disclosure, or is it a time to empower the client to continue to seek their own answers. The vigilance comes in when we catch our own tendency to slip into the expert role.
Illuminating Blind Spots
Part of mastering wellness coaching is narrowing down our blind spots as much as possible. Some lack of awareness, even some self-deception may still remain, but out job is to increase our awareness both in retrospect and in the moment. We make great headway with this when we accept responsibility for our own feelings and reactions. The values and lifestyle of our client may be 180 degrees different than our own. We may be appalled at the self-defeating behavior we see the client exhibiting and rush to judgment. Our “Right-ing Reflex” (as the Motivational Interviewing Folks call it) kicks in. We may have a personality that pushes us to “straighten out” a client’s way of operating in this life. Part of our effective vigilance is noticing when we are pressing a client about how they “ought” to live. Can we allow the client to live their life without our “interference”? Coaching should never interfere with someone’s life, unless it is a situation of safety (see below).
When we blend in some wellness/health education, how neutral do we stay when it comes to any of the numerous controversial healthy living debates? “Saturated fat is fine. Enjoy!” “Saturated fat will kill you!” Can we act like a true professional and coach our client to find out their own answers from a variety of trusted, evidence-based sources?
Thoughts To Ponder On The Mastery Path
Experiment with entirely eliminating the phrases “You need to…” “Your ought to…” “I want you to…” from the way that you coach with people.
Distinguishing Between Our Own Agenda And Client Safety
Coaches are not responsible for the choices their clients make. However, if your client is riding his wellness bicycle towards a known cliff, we do have an ethical obligation to share what we know about the landscape ahead. Those who have heard me conduct coach trainings know that I’m fond of presenting this ethical quandary: Let’s say your client says – Hey coach! I’m going to start The Twenty-Seven Grapefruit A Day Diet! All I have to do is eat nothing but 27 grapefruit everyday for a month and the pounds will just drop away like magic! Will you support me in this coach? We love to say that in coaching “The client’s agenda is THE agenda.” This does not mean, however that we can’t operate on one important caveat – the safety of our client. Now, unlike the obvious cliff our grapefruit-dieting client is headed for, most of our clients present more ambiguous situations and questions. For example, there are a number of immensely popular diets out there, which promise extraordinary weight loss results, but have more recently been shown, to present medical risks and/or have an abysmal record of sustainable results. What is the coach to do when the client presents a plan to follow such a diet?
Our first step is to monitor ourselves and ask if our desire to have our client think twice before they launch forth with a potentially self-defeating, if not self-destructive course, is motivated by what we know of the facts, or our own prejudices. Are we aware of evidence that puts their course of action in serious doubt, or are we instead simply favoring some alternative that we are fans of?
The second step would be to inquire what the client knows about this course of action (diet, or whatever wellness/health promoting idea). How did they become aware of it – through what sources? What do they know of the integrity of this action course? Are they aware of contradictory evidence regarding this way of attempting to be well? The coach can strongly recommend that the client check this out with their treatment professionals or trusted educational professionals. The coach can help the client to carefully examine their options. If the client insists on carrying out a course of action the coach truly feels is detrimental to the wellbeing of the client they can directly share that with the client. If the client still persists on moving ahead with their plan, the coach can share with the client that they will not be able to support the client in doing so as part of their coaching together.
Tips For Eliminating Blind Spots
The biggest problem with our blind spots is that, by definition, we are not aware of them. Here are some tips for minimizing these hazards.
• Coach with a tri-fold awareness of what is going on with 1) yourself – emotions, bodily sensations, intuition; 2) your client ¬– keenly observe communication on verbal and nonverbal levels, pick up on emotions not just content; and 3) the coaching relationship itself and process this with your client if needed. • Record your client sessions (with permission) and listen to them carefully with the ideas from this blog in mind. • Seek out a mentor to help you grow as a professional skilled coach, and/or work with a supervisor at your workplace if you are in such an employment setting. • Coach bravely (see my previous blog: “Seven Expressions Of Courageous Coaching” – https://wp.me/pUi2y-ie ) by exploring with your client their satisfaction with the coaching they are receiving. Explore together how it can be improved. Be willing to look at what doesn’t “feel right”. • Perhaps most importantly, do your own work. That is, continually grow by being willing to work through your own “unfinished business” of an emotional nature.
In Part Two of this blog series, we will look at the concept of Projection, in all of its forms, and how it can significantly sabotage our best coaching efforts.