title: coaching techniques for stuck clients: …coaching techniques for stuck clients: building...

©MaryBeth Pappas Baun, MED, CWP 2009, 2012 2012 National Wellness Conference

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Coaching Techniques for Stuck Clients: Building Momentum, Creativity, and Flow Breakout length: 90 minutes Presenter Qualifications MaryBeth Pappas Baun has been a wellness practitioner for 30 years. She honed her wellness coaching skills by completing her master’s degree with an emphasis on health psychology in 1995, conducting worksite research on factors related to successful health behavior change, learning motivational interviewing from creators of MI, Miller and Rollnick in 1996, implementing motivational interviewing training with physicians, nurses, dieticians, therapists, and other health care professionals for Kaiser Permanente, leading coaching workshops for national and international clients, and training peer coaches for the State of Vermont foster parent agency, Grapevine Church, Elite Wellness, Corporate Health Awareness Team, Connoco Phillips, KBR, and for hundreds of other individual, health care, community and corporate clients. Over the years, she has collected and created many different techniques for facilitating clients who find themselves stuck on their wellness journey. She is grateful for both the generosity of her fellow professionals and for the gift of creativity she has been given and taught how to put to good use. For decades, she has been sharing with her fellow wellness professionals her growing knowledge, skills and ways to succeed, and has worked as career and development coaches for many people and organizations. Her own experience as a wellness professional has been enhanced by the wisdom of many mentors over the years, and she strives to give this mentorship and facilitation gift back to others. She is driven through an internal desire to make a difference by empowering others to live healthy lives and by connecting and growing wellness with others, particularly in the dimensions of whole person, whole community, whole nation, and whole world wellness with peaceful coexistence. Detailed Description Carl Jung’s genius gave us insight into the use of symbols as a window to the mind and the soul. From his wisdom, we as wellness coaches draw our inspiration to understand and facilitate the journeys on which our clients embark. Un used to the process of introspection, many people find themselves at a loss to determine what they hold within; they struggle with overcoming barriers to processing ideas, building solutions, or even viewing life from a different perspective. The exercises included in this workshop are tested, tried and true; often they have sprung up unbidden during the process of coaching, inspired by the intuition of years of learning


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about and experiencing what one needs to know and skills one needs to sharpen in order to be an effective, openminded wellness coach. The old adage, “Necessity is the mother of invention,” applies well here, since often it can be a quite moment of desperation for a client who seems clouded by being mired in sands that are often of their own making.

Breaking through is a phrase that aptly describes what it feels like when a client opens up to him or herself, and to the coach, creating a free flow of thought and processing. The techniques derive from many sources. For instance, gap analysis grew out of my business experience: Where are we now, and where do we want to be? Mandalas from my psychology training in undergraduate, where I discovered that Carl Jung’s approach to human personality was the one to which I could most closely relate. The Lens is a technique that came to mind when I needed something new (besides the usual round mandala format) for a client who was so stuck she found it impossible to speak. Dr. Ahnna Lake was kind enough to share with me her technique of using squiggly lines as a means for clients to think through their recent energy level, general health, satisfaction, work, close relationships, patience/tolerance. The concept of flow state was once used primarily by writers, artists, dancers and athletes, and now represents a common theme for professionals seeking to enhance their performance: what a great application of the science related to understanding stress and it’s importance to human development and day-to-day accomplishment. I tip my hat to Bill Baun for sharing his exercise using the wellness dimensions model to ask people to observe, “How round is your wellness wheel?” Tracy Fisk, 25 years ago in Vermont, introduced me to the concept of the Wellness Wall: a visual manifestation of the more recent concept of resilience. Open a book – A technique Bill Baun and I both found we had been using and that I had kept secret, for the fact that it has little scientific basis, yet it works every time. Motivational interviewing training brought up the “Readiness Ruler,” and with it the confidence measures that shed light for coach and coachee. Can one ever say enough about how much dance brings into life? My undergraduate training in modern dance, as well as many experiences seeing clients release their flow with movement, prepared me to use imagination along with movement with the right clients in the right circumstances. I’ll thank Jackie Bredl-Detrich for sharing her methods of using postures to release stuck thoughts. And Dr. Cooperider’s Appreciative Inquiry approach came into my world at a time when my frustration with negative approaches and treatment (vs. prevention) models had reach a point where I was more than ready to learn and adopt with gusto. Every coach I have every spoken with, trained, or seen at work employs metaphor, symbolism, art, movement, or some other form of loosening the flow in order to break the ice of a mental logjam. I am often asked to share creative techniques for working with clients when they are stuck. This workshop is an answer to those requests.


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Abstract Wellness coaches cultivate “the flow” by building on clients’ own momentum – but what happens when a client gets stuck? You know that moment, when they want to move forward, but look to you for a push in the right direction. Experienced wellness coaches build up a repertoire of exercises, tools and other methods that help clients get “unstuck.” Coaches will use and experience creative exercises based on visual, physical, written and verbal methods of building flow and momentum. MaryBeth has been applying wellness coaching techniques for decades in groups and one-on-one at the worksite, in the community and in private practice. She began providing wellness coach training in 1996, in 2004 developed her own wellness coaching certificate programs, and has since trained many people around the United States and in Brazil. You will walk away from the wellness coaching session with coaching flow ideas you can implement immediately. Objectives Participants will be able to 1. demonstrate at least five perspective building exercises that use pen and paper. 2. list at least three methods of helping clients get unstuck that use physical motion or

postures. 3. describe and effectively use at least three “provocative questions” that get clients

unstuck.

Bibliography Bandura, A. (1997) Self Efficacy: The Exercise of Control, New York, W. H. Freeman

Baun, M.B.P. and Lake, A., Making the Most of Teachable Moments, Wellness Management, National Wellness Institute, vol. 21, no. 2, Summer 2006.

Chapman, L., Lesch, N., Baun, M.B.P., The Role of Health and Wellness Coaching in Worksite Health Promotion, The Art of Health Promotion, American Journal of Health Promotion, July/Aug 2007

Holman, P. & Devane, T., eds. (1999) The Change Handbook: Group Methods for Shaping the Future, Berrett-Koehler Publishers, Inc.

Jung, Carl G. (1968) Man and His Symbols. United States: Random House, Dell Publishing

Loehr, J and Schwartz, T., (2003) The Power of Full Engagement: Managing Energy, Not Time, Is the Key to High Performance and Personal Renewal, New York, Free Press, Simon and Schuster.

Miller, W.R. and Rollnick, S. (2002) Motivational Interviewing: Preparing People for Change second edition, New York, Guildford Press

Prochaska, J., Norcross, J.C., DiClemente, C. (1994) Changing for Good: The Revolutionary Program the Explains the Six Stages of Change and Teaches You How to Free Yourself from Bad Habits, New York, Avon Books

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CoachingTechniquesforStuckClients:BuildingMomentum,Creativity,andFlowMaryBethPappasBaun,CWP,MEd.2012NationalWellnessConference

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Spiritual

FlowStateorZone

Whereareyouinthestateofflow,andhowdoes

thatrelatetoyourstressperception?

Flow in relation to skills & challenges

FLOW

anxious/overwhelmed/stressed

bored/understressed

CHALLENGES

SKILLS


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WellnessDimensionsWheelWellnessWallOpenaBookReadinessRuler(Importance,Confidence)1‐‐‐2‐‐‐3‐‐‐4‐‐‐5‐‐‐6‐‐‐7‐‐‐8‐‐‐9‐‐‐10‐‐‐11‐‐‐12Conviction/ConfidenceModel

Howconvincedareyoutomakethischange?1=notatallconvinced;10=veryconvinced

Howconfidentareyouaboutmakingthischange?1=notatallconfident;10=veryconfident

FollowUp:Whatwouldhavetobedifferentfor___?Howcouldyouovercomethatbarrier?

Prochaska;Bandura;Miller&Rollnick

PhysicalAnimalMetaphor

Ifyouwerea(mobile,animal,machine,plant,statue)whatwouldyoulook(andsound)like?

Postures


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Written

Appreciative Inquiry: The “4-D” Cycle

Discovery “What gives life?” (The best of what is)

Appreciating

Dream “What might be?”

(What is the world calling for) Envisioning Results

Design

“What should be--the ideal?” Co-constructing

Destiny “How to empower, learn, and adjust/improvise?”

Sustaining

Affirmative Topic Choice


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TheFulcrum

VerbalWordplayPositiveSelfTalk–TurnoverthecoinPivotalMoments(AhnnaLake,MD)ProvocativeQuestionsGroupDiscussion:Withwhatkind(s)ofclientsandinwhat“stuck”situationswouldeachofthesestylesworkbest?

Demands on Your Energy

SUPPLIES Sources of energy and renewal

DEMANDS Drains on your time and energy

Wellness Wisdom Wheel

Wellness is a lifelong journey. It is an active process of making choices and commitment within all the dimensions of wellness. The wellness wisdom wheel will help you better understand how the dimensions work independently and together. Using a crayon, start at the center of the wheel and color the area that illustrates your satisfaction with each wellness dimension in your life. This will create a new outer edge. How smoothly will your wheel roll?

EmotionalPhysicalSpiritualOccupationalSocialIntellectual

Emotional Physical

Spiritual Occupational

Social/Family Intellectual

Emotional: awareness of feelings-thoughts-philosophies, able to express feelings freely, positive and enthusiastic, assessment of limitations, relaxation, coping with stress, support from others, take responsibility for actions, take risk, recognize conflict Physical: physical activity, exercise, recreation, sports, checkups, self-care, health status, energy level, nutrition, weight management, self image, posture, personal hygiene, sleep and rest patterns Occupational: current situations, vacations, educational opportunities, retirement plans, insurance, benefits, sense of fulfillment, potential growth, challenge offered, camaraderie, job satisfaction, professional self-improvement, business skills, helping others in tasks and work, developing staff Spiritual: personal philosophy, meaning and purpose in life, commitment, tradition, church affiliation, faith, prayer life, spiritual fulfillment, feeling of tapping into a greater power, meaning of life Social/Family: relationships, social skills, community involvement, charitable efforts, friendships, reputation, clubs organizations, service to country, parenting skills, family activities, reunions, values shared, love relationship, vacations Intellectual: continuing education, mentors, mentoring, hobbies, music, significant ideas, formal education, growth experiences, creative activities, cultural growth, attitudes Wellness Dimensions

National Wellness Institute, Bill Hettler, MD Wellness Wisdom Exercise By permission © Baun Associates 2011

It Takes Small Steps to “Live Well” Behavior Change Weekly Tracking Chart

Behavior Change * Steps, Activities, Goals,

Objectives, Tasks

M

+Self Talk

T

+Self Talk

W

+Self Talk

Th

+Self Talk

F

+Self Talk

Sat

+Self Talk

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+Self Talk

*Behavior Change Steps - Write behavior change steps so that they are specific and measurable and short enough so that they lead to small victories. Put a ! mark if you accomplished the step and leave blank if it was not accomplished. +Self-Talk is a powerful tool that has a profound impact on our lives and is completely within each individual’s control. The quality of self-talk is more important than the quantity. Categorize your self-talk around each step for a whole day as (+) positive, (0) neutral or (-) negative. Work to refocus negative self-talk into positive self-talk. Practice by speaking out loud, either by yourself or with a trusted friend. Change your wording and tone until it is constructive, kind and compassionate.

MaryBeth Pappas Baun, MEd, CWP DNV Wellness Coach [email protected] (713)-358-7825

Time Map 1) Use the “Time Map” matrix to write down how you spend your time now. 2) Contemplate your matrix and decide how you would like to change your time and energy spent so that it more readily reflects your wellness values, goals and priorities. 3) Tailor the matrix to your needs. Include the times you wake up, go to sleep, eat, work, commute, fitness time, play, rest , and any other activities or processes.

Time/Day Sunday Monday Tuesday Wednesday Thursday Friday Saturday

6:00 a.m.

7:00 a.m.

8:00 a.m.

8:00 a.m.

10:00 a.m.

11:00 a.m.

12:00 noon

1:00 p.m.

2:00 p.m.

3:00 p.m.

4:00 p.m.

5:00 p.m.

6:00 p.m.

7:00 p.m.

8:00 p.m.

9:00 p.m.

10:00 p.m.

11:00 p.m.

title: coaching techniques for stuck clients: …coaching techniques for stuck clients: building...

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