The Wake County Story

Transforming Staff to Be Life Coaches

Life Coaching is a new and rapidly growing profession Life Coaching is a new and rapidly growing profession that is profoundly different from consulting, mentoring, that is profoundly different from consulting, mentoring,

advice, therapy, or counseling. advice, therapy, or counseling. The coaching process addresses specific personal The coaching process addresses specific personal

projects, business successes, general conditions and projects, business successes, general conditions and transitions in the client's personal life, relationships or transitions in the client's personal life, relationships or profession by examining what is going on right now, profession by examining what is going on right now, discovering what your obstacles or challenges might discovering what your obstacles or challenges might be, and choosing a course of action to make your life be, and choosing a course of action to make your life

be what you want it to be.be what you want it to be.

Lifecoaching.comLifecoaching.com

LIFE COACHING- DEFINITION

Life Coaching

Focuses on the life of the person Requires a Life Plan Designs strategies to accomplish goalsWorks on present projectsWorks on mindsetHelp clients develop new skills

LIFE COACHING Basic Elements

Life Coaching

MindsetMindset( Self esteem, positive thinking, competitiveness, desire, will, ( Self esteem, positive thinking, competitiveness, desire, will, determination)determination)

GoalsGoals( Professional, educational, employment, financial, social, quality of life)( Professional, educational, employment, financial, social, quality of life)

Skill SetsSkill Sets(Discipline, work habits, education, expertise, competencies, project (Discipline, work habits, education, expertise, competencies, project management, financial planning, strategizing)management, financial planning, strategizing)

Resources/AssetsResources/Assets( Money, housing, medical services, social supports, other assets)( Money, housing, medical services, social supports, other assets)

Family & CommunityFamily & Community( Positive interaction with family; active member of social network; ( Positive interaction with family; active member of social network; positive and supportive group of friends; civic engagement; positive and supportive group of friends; civic engagement; volunteers/contribution)volunteers/contribution)

LIFE COACHING INTERVENTIONS

Life Coaching

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LIFE COACHING

Phases: Recruitment Engaging Assessment Contracting Developing Life Plan Developing Personalized Support Network Implementing Life Changes Monitoring Progress Maintaining Motivation Celebrating Successes

Ramon Rojano MPH, MFTLife Coaching

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RECRUITMENT

1. Appropriate Selection2. Defining Expectations3. Exploring potential pitfalls4. Motivating participants5. Solving potential problems to participate

Ramon Rojano MPH, MFT

LIFE COACHING

Life Coaching

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ASSESSMENT1. Informal Conversation2. Documentation review3. Introducing instruments4. Administration of Instruments5. Analyzing results6. Discussing results

Ramon Rojano MPH, MFT

LIFE COACHING

Life Coaching

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LIFE COACHING

CONTRACTING1. Developing service agreement2. Reviewing personal preferences3. Discussing obligations4. Negotiating terms5. Clarifying questions

Ramon Rojano MPH, MFTLife Coaching

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DEVELOPING LIFE PLAN

1. Identify Goals2. Clarify/define Goals3. Discuss practicalities4. Establish priorities5. Establish target dates6. Develop initial draft concept7. Approve Basic Concept

Ramon Rojano MPH, MFT

LIFE COACHING

Life Coaching

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AREAS

Describe your ideal lifestyle

1 Employment/Career 2 Money/Assets/Finances 3 Education 4 Skills Sets/Experience 5 Personality/Mindset/ Attitude 6 Access to needed resources 7 Health/ Physical Conditions 8 Family and Social Life 9 Housing Conditions

10 Quality of Life/Happiness

Middle Class ExpressYOUR IDEAL MIDDLE CLASS LIFESTYLE

Copyrights. Middle Class Express Workbook

Life Coaching

11Ramon Rojano MPH, MFT

AREAS

Describe your ideal lifestyle

1 Employment/Career 2 Money/Assets/Finances 3 Education 4 Skills Sets/Experience 5 Personality/Mindset/ Attitude 6 Access to needed resources 7 Health/ Physical Conditions 8 Family and Social Life 9 Housing Conditions

10 Quality of Life/Happiness

Middle Class ExpressYOUR CURRENT MIDDLE CLASS LIFESTYLE

Copyrights. Middle Class Express Workbook

Life Coaching Instruments Used

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LIFE COACHING

DEVELOPING PERSONALIZED SUPPORT NETWORK

1. Identify needs2. Identify existing resources3. Connect participant with resources4. Develop additional resources5. Train participant in resource utilization6. Develop sequential plan for resource utilization7. Establish/Maintain relationship with providers8. Look for support for problem solving

Ramon Rojano MPH, MFTLife Coaching

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LIFE COACHING

MONITORING PROGRESS1. Develop monitoring mechanism2. Discuss process with participant3. Engage participant in self monitoring4. Apply Instruments5. Periodic plan review6. Provide feedback

Ramon Rojano MPH, MFTLife Coaching

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LIFE COACHING

MAINTAINING MOTIVATION1. Offer encouragement2. Engage participant in motivational programs3. Provide reading materials4. Recommend movies or tapes5. Discuss critical issues6. Identify potential problems7. Problem solving

Ramon Rojano MPH, MFTLife Coaching

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LIFE COACHING

CELEBRATING SUCCESS1. Develop celebration rituals2. Share successes with others in program3. Provide incentives4. Ask participant to celebrate with others

Ramon Rojano MPH, MFTLife Coaching

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THE ROLE OF A COACH

PRIMARY ROLES: Informational: Provide information about the program and services

available. Engagement: Helping people keep connected with the program. Guidance: Helping people navigate the system and take advantage of

opportunities. Decision Making: Helping people make appropriate decisions. Clarification: Helping define and clarify goals Planning: Helping develop life plan Strategizing: Helping develop appropriate strategies Focusing: Helping people stay focused Problem solving: Helping them deal with obstacles that prevent them

form moving forward. Motivation: Encouraging people to stay on track with their life plan. Monitoring and follow up.: Provide opportunities to assess progress

Ramon Rojano MPH, MFTLife Coaching

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COACH RESPONSIBILITIES

PRIMARY RESPONSIBILITIES: Attend orientation and training sessions. Participate in general program meetings Attend special team meetings as needed. Learn and be familiar with program’s resources Contribute to the development of individual life plans. Monitor, follow up, compliance with plan. Person to person contact with participants. Phone contacts with participants. Identify available resources and inform clients about them. Keep some minimal record for program files.

Ramon Rojano MPH, MFTLife Coaching