Initial Consultation Evaluation Rubric

	B	D	E
1	Coach Being Evaluated:	Helpful Resources:	Individual Coaching Playbook Before and After Email Templates Individual Coaching Handbook Initial Consultation Form
2	Date of Review:
3	Client Scenario:
4	Grade: (Must get 25/35 or higher to pass)
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6	Action	Grade	Notes
7	Call Preparation Standards	#DIV/0!
8	Added client to the HSN APP 24 hours prior	Pending
9	Added the test habit -"Watch Daily Educational Videos"	Pending
10	Add a training program to the client app account	Pending
11	Sent 24 hours prior send appointment confirmation email	Pending
12	Did transfer biometrics to the app prior to appointment (virtual only)	Pending
13	Arrived 5 minutes early	Pending
14	During The Meeting Actions- Assessment (0-30 Minute Mark)	#DIV/0!
15	Set Meeting Expectations	Pending
16	Established an emotional WHY	Pending
17	Had the client connect with their transformational identity	Pending
18	Discussed past experience things they have tried and learning what worked well and what hasn't in the past	Pending
19	Dug into a sample day including routines, meals, portion sizes, and liquids	Pending
20	Asked about routines and who does the meal planning and prepping routines including grocery shopping	Pending
21	Asked about and addressed the clients inner circle to determine areas of support or obstacles	Pending
22	Exercise and exercise routine was discussed	Pending
23	Asked about sleep, bedtime routines, and sleeping environment and provided tips for improvement if needed	Pending
24	Asked about or identified stressors and provided stress management tips, if needed	Pending
25	Biometrics, pictures, and measurements (in person only)	Pending
26	During The Meeting Actions- Plan Creation (30-45 Minute Mark)	#DIV/0!
27	Guided the client to set SMART long term goal using the Individual Nutrition Coaching Handbook	Pending
28	Guided the client to set SMART short term goal by breaking down the long term goal	Pending
29	Provided general and relevant education using the handbook	Pending
30	Asked 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	Pending
31	Provided specific education related to the habit the client chose to begin with	Pending
32	Mapped out the client's habit using the simple and clear plan for success resource in the handbook	Pending
33	Wrapping Up the Meeting and After Meeting Actions (45-50 Minute Mark)	#DIV/0!
34	Challenge client to review Individual Nutrition Coaching Handbook and established a deadline	Pending
35	Explain 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)	Pending
36	Schedule the next follow-up meeting based on accountability package	Pending
37	Coach followed up with the client after the consult with email templates (goals, action steps, and related back to the WHY)	Pending
38	Send an after the initial consult video message to the client (HSN Evaluation send to the HSN Evaluation Group)	Pending
39	Coach sent a weekly check-in video message referencing habit compliance into the HSN Evaluation Group (HSN Evaluation only)	Pending
40	Schedule Appointment reminder message in the app 24 hours before scheduled appointment	Pending
41	Add the client's habit and goals to the HSN App	Pending
42	Coach created a Google doc for notes and added a link within the app	Pending
43	Professionalism	#DIV/0!
44	Meeting started on time	Pending
45	Environment was distraction free and lighting was good	Pending
46	Coach was well-groomed, wearing professional attire, and not having finished a workout just prior	Pending
47	Coach was focused on the client and the meeting	Pending
48	No cursing or foul language was used	Pending
49	Coaching Skills and Authenticity	#DIV/0!
50	Utilized "OARS"	Pending
51	Coach clearly practiced strong self-management	Pending
52	Coach showed humility and humbleness	Pending
53	Body language is open and projects care and attentiveness	Pending
54	Rapport is evident between coach and client and coach has clients best interest at heart	Pending
55	Positive attitude overall, communicating everything in a positive and constructive way	Pending
56	Coaching Non-Negotiables	#DIV/0!
57	Established an emotional WHY	Pending
58	Guided the client to set SMART long term goal by breaking down the long term goal	Pending
59	Guided the client to set SMART short term goal by breaking down the long term goal	Pending
60	Provided general and relevant education using the handbook	Pending
61	Asked 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	Pending
62	Mapped out the client's habit using the simple and clear plan for success resource in the handbook	Pending
63	Utilized "OARS"	Pending
64	Explain 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)	Pending
65	Total Points Earned	#DIV/0!
66	Bright Spots:
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68
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70	Areas For Improvement:
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74	Recommended Next Steps:
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79	Resources:
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