From: Group Health & Wellness Coaching: development and validation of the required competencies
1.1 | Before First Session | IMP | FREQ | WT |
1.1.1 | Clearly identify initial theme/focus for the offered group and communicate that appropriately in marketing materials | 3.65 | 4.41 | 0.49 |
1.1.2 | Pre-screen/interview interested group participants individually to: • Explore the opportunities and responsibilities • Confirm commitment of joining a group • Listen for common requests and themes • Answer any individual questions • Note group fit (or not) and identify any need for another type of support • Discuss and administer any assessment tools used | 3.37 | 3.95 | 0.41 |
1.1.3 | Identify any accommodations needed | 3.21 | 3.77 | 0.38 |
1.1.4 | Establish all aspects of the Coaching Agreement and send to group members | 3.41 | 4.06 | 0.43 |
1.1.5 | Create a customized structure for sessions that aligns with group needs | 3.56 | 4.38 | 0.48 |
1.1.6 | Meet different participant preferences for technology, interactive activities, content sharing, etc | 3.05 | 3.92 | 0.38 |
1.1.7 | Balance structured activities with space for group processing | 3.60 | 4.51 | 0.49 |
1.1.8 | Confirm size and make-up of the group to optimize participant experience, for both individual sharing and group connection (recommendation 6–8 optimal, 12 max.) | 3.46 | 4.32 | 0.46 |
1.1.9 | Manage the room and setup (virtual or in-person) to create an optimal learning environment | 3.58 | 4.47 | 0.49 |
1.1.10 | If meeting virtually, test the technology, ensure the facilitator(s) have proper equipment and support, and provide participants with instructions for using the technology | 3.60 | 4.28 | 0.48 |
1.1.11 | Review completed assessments and other data sources | 3.42 | 4.21 | 0.44 |
1.2 | First Session | |||
1.2.1 | Set the climate/stage by establishing and maintaining a safe and inclusive group container | 3.92 | 4.63 | 0.54 |
1.2.2 | Ask for identification preferences such as name, pronoun, etc | 3.29 | 3.77 | 0.39 |
1.2.3 | Review basic group coaching process | 3.44 | 4.19 | 0.46 |
1.2.4 | Establish, demonstrate, and maintain agreed upon group guidelines for safety and productivity | 3.74 | 4.42 | 0.50 |
1.2.5 | Create supportive physical or virtual space | 3.65 | 4.53 | 0.50 |
1.2.6 | Encourage each participant to take ownership of the process | 3.71 | 4.41 | 0.49 |
1.2.7 | Discuss communication preferences between sessions | 2.95 | 3.68 | 0.34 |
1.2.8 | Invite the voluntary participant sharing of contact information between members | 2.62 | 3.24 | 0.28 |
1.3 | Structure in All Sessions | |||
1.3.1 | Review larger intention for this group, and (Session 2 and forward) consider themes or needs that arose from the previous session, to set an initial plan for this session | 3.45 | 4.29 | 0.46 |
1.3.2 | Confirm logistics (meeting location, conference call arrangements, etc.) ensuring all group members are aware and able to access | 3.71 | 4.47 | 0.51 |
1.3.3 | Provide a flexible agenda or outline in order to best manage time, flow, and focus of session | 3.41 | 4.38 | 0.46 |
1.3.4 | Invite participants to check-in on state of being, prior session action steps, and needs for the session | 3.58 | 4.40 | 0.48 |
1.3.5 | Create opportunities for participant interactions with clearly established logistics, guidelines, instructions, and boundaries | 3.59 | 4.45 | 0.48 |
1.3.6 | End each session with an appropriate closing and check-out | 3.68 | 4.60 | 0.51 |
1.4 | Final Session | |||
1.4.1 | Create a closing outline that includes: • Inviting the clients to reflect on, assess, and to articulate progress made, challenges experienced, lessons learned, and growth attained • Finalizing maintenance plans and sustainable pathways forward • Facilitating members in identifying and accessing social supports, services, and other resources | 3.88 | 4.64 | 0.54 |
1.4.2 | Invite the voluntary participant sharing of contact information between members as the group formally terminates | 2.90 | 3.60 | 0.34 |
1.4.3 | Formally acknowledge, facilitate celebration of their accomplishments, and close the ‘container’ of the group | 3.74 | 4.60 | 0.52 |
1.4.4 | When applicable, collect feedback about participant’s group experience | 3.65 | 4.46 | 0.49 |