ABCD
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Evaluator:
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Date of Review:
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Client Scenario:
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Grade:
(Must get 25/35 or higher to pass)
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Resources Needed:Individual Coaching Playbook
Before and After Email Templates
Individual Coaching Handbook
Initial Consultation Form
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GradeAction
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#DIV/0!Call Preparation Standards
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PendingAdded client to the HSN APP 24 hours prior
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PendingAdded the test habit -"Watch Daily Educational Videos"
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PendingAdd a training program to the client app account
11
PendingSent 24 hours prior send appointment confirmation email
12
PendingDid transfer biometrics to the app prior to appointment (virtual only)
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PendingArrived 5 minutes early
14
FEEDBACK -->
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#DIV/0!
During The Meeting Actions- Assessment (0-30 Minute Mark)
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PendingSet Meeting Expectations
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FEEDBACK -->
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PendingEstablished an emotional WHY
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FEEDBACK -->
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PendingHad the client connect with their transformational identity
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FEEDBACK -->
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PendingGuided the client to set SMART long term goal using the Individual Nutrition Coaching Handbook and reviewing health indicators
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PendingGuided the client to set SMART short term goal by breaking down the long term goal
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FEEDBACK -->
25
PendingDug into a sample day including routines, meals, portion sizes, and liquids
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FEEDBACK -->
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PendingAsked about routines and who does the meal planning and prepping routines including grocery shopping
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FEEDBACK -->
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PendingAsked about and addressed the clients inner circle to determine areas of support or obstacles
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FEEDBACK -->
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PendingExercise and exercise routine was discussed
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FEEDBACK -->
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PendingAsked about sleep, bedtime routines, and sleeping environment
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FEEDBACK -->
35
PendingAsked about or identified stressors and determined how stress impacts their routines and habits
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FEEDBACK -->
37
PendingBiometrics, pictures, and measurements (in person only)
38
#DIV/0!
During The Meeting Actions- Plan Creation (30-45 Minute Mark)
39
PendingProvided general and relevant education using the handbook
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FEEDBACK -->
41
PendingAsked the client what they want to work on and guided them to focusing on one thing at a time and adding instead of taking away
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FEEDBACK -->
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PendingProvided specific education related to the habit the client chose to begin with
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FEEDBACK -->
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PendingMapped out the client's habit using the simple and clear plan for success resource in the handbook
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FEEDBACK -->
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#DIV/0!
Wrapping Up the Meeting and After Meeting Actions (45-50 Minute Mark)
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PendingChallenge client to review Individual Nutrition Coaching Handbook and established a deadline
49
FEEDBACK -->
50
PendingExplain the HOW and the WHY behind using the HSN App and communicate boundaries including establishing a check-in day (marking off habits, watching educational videos, and messaging coach)
51
FEEDBACK -->
52
PendingSchedule the next follow-up meeting based on accountability package
53
FEEDBACK -->
54
PendingCoach followed up with the client after the consult with email templates (goals, action steps, and related back to the WHY)
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FEEDBACK -->
56
PendingSend an after the initial consult video message to the client (HSN Evaluation send to the HSN Evaluation Group)
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FEEDBACK -->
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PendingCoach sent a weekly check-in video message referencing habit compliance into the HSN Evaluation Group (HSN Evaluation only)
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FEEDBACK -->
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PendingSchedule Appointment reminder message in the app 24 hours before scheduled appointment
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FEEDBACK -->
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PendingAdd the client's habit and goals to the HSN App
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FEEDBACK -->
64
PendingCoach created a Google doc for notes and added a link within the app
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FEEDBACK -->
66
#DIV/0!Professionalism
67
PendingMeeting started on time
68
PendingEnvironment was distraction free and lighting was good
69
PendingCoach was well-groomed, wearing professional attire, and not having finished a workout just prior
70
PendingCoach was focused on the client and the meeting
71
PendingNo cursing or foul language was used
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FEEDBACK -->
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#DIV/0!Coaching Skills and Authenticity
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PendingUtilized "OARS"
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PendingCoach clearly practiced strong self-management
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PendingCoach showed humility and humbleness
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PendingBody language is open and projects care and attentiveness
78
PendingRapport is evident between coach and client and coach has clients best interest at heart
79
PendingPositive attitude overall, communicating everything in a positive and constructive way
80
FEEDBACK -->
81
#DIV/0!Coaching Non-Negotiables
82
PendingEstablished an emotional WHY
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PendingGuided the client to set SMART long term goal by breaking down the long term goal
84
PendingGuided the client to set SMART short term goal by breaking down the long term goal
85
PendingProvided general and relevant education using the handbook
86
PendingAsked the client what they want to work on and guided them to focusing on one thing at a time and adding instead of taking away
87
PendingMapped out the client's habit using the simple and clear plan for success resource in the handbook
88
PendingUtilized "OARS"
89
PendingExplain the HOW and the WHY behind using the HSN App and communicate boundaries including establishing a check-in day (marking off habits, watching educational videos, and messaging coach)
90
FEEDBACK -->
91
#DIV/0!Total Points Earned
92
Bright Spots:
93
94
95
96
Areas For Improvement:
97
98
99
100
Recommended Next Steps: