Introduction

The emerging profession of health and wellness coaching is poised to enter

its golden era, supported by evidence-based education, validated tools, and

research – a scientific foundation for credibility and efficacy.

Wellcoaches is at the forefront as a translator, integrator, and innovator

with its Professional Coach Training & Certification program. We’ve

polished the science into a crown of coaching jewels for health and

wellness coaches. We call the crown the Onward & Upward Model.

While the Wellcoaches core coach training and certification program

provides core skills to help health professionals become competent health

and wellness coaches, this advanced 100-hour program gives coaches a

path to masterful coaching.

The Onward & Upward Model begins with the coaching relationship

enabling the self-motivated coaching client to embark upon a trajectory of

positive change that is powered by positivity, curiosity, and constructive

development, resulting in greater autonomy and self-mastery.

Professional Coach Training: Preparation and Certification Overview

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Training program components

The 100-hour training program components delivered over nine months include:

2 live 2.5 day workshops – one at the beginning and one at the end of the

training program

24 ninety-minute teleclasses use cutting edge technology with the ability to

practice new tools and skills in class

A reading list of carefully chosen books written by scientists and

psychologists with a strong evidence basis

8 ninety-minute group mentoring sessions

4 one-hour private mentor coaching sessions (details for scheduling these

will be provided later in the program)

8 one-hour web audio classes

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Schedule

The next class will begin in October 2011. Classes will be held on Wednesdays 4:30pm-6pm ET. You will receive bridgeline instructions separately. Each week, log into wellcoach.com (under “My Classes”) to access the preparation materials you will need for the upcoming lesson. All lesson assignments will be found there one week before class.

OCT Lesson Event Book Assignment Additional Materials

*NOTE: Each week, we will provide additional homework and supplemental materials beyond what is in this list

23/24/25 Residential Weekend #1 – Boston (Sunday – 9-5; Monday – 9-5; Tuesday – 8-1)

NOV

2 L01 Onward & Upward Model In Over our Heads

(begin reading now;

we won’t discuss

until February)

Onward & Upward Model How and Why Does Coaching Work? Evidence-based Mechanisms of Action Transcript of Coach Meg Webinar: Science-based Coaching Mechanisms of Action

9 L02 Intro to Positive Psychology – Mental & Physical Flourishing

Flourish

Flourishing Assessment

16 L03 Self-Determination & Motivation

Why We Do What We

Do

Motivation and Meaning: The Call to Well-Being The Role of Motivation in Behavior Change

30 L04 Relationship - Part 1 - Emotional Intelligence

Emotional Intelligence

2.0

(Optional) Talent

Management EQ test

online

DEC

7 L05 Relationship - Part 2 - Relational-cultural theory; growing through connection & empathy

NonViolent

Communication

14 L06 Relationship – Part 3 – Flow

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Relational Flow

21 GM GROUP MENTORING SESSION #1

JAN

11 L07 Positivity – Part 1 – Positive Emotions

Positivity

18 L08 Positivity - Part 2 – Positive Emotions

The How of Happiness

(Optional) Authentic

Happiness

25 L09 Creativity The Creative Brain

(This is new to the list

and is optional)

FEB

1 L10 Curiosity - Part 1 Curious?

8 L11 Curiosity - Part 2

15 L12 Mindfulness The Mindful Coach MASS Assessment Mindfulness Why We Don’t Need Self-Esteem

22 GM GROUP MENTORING SESSION #2

29 L13 Constructive-development - Part 1 - Intro/Kegan and Lahey

In Over Our Heads Constructive Development: Why does it matter to professional coaches? Key Concepts for Understanding the Work of Robert Kegan Mapping complexity of mind: using subject-object interview in coaching

Cognitive-developmental approach to coaching: an interview with Robert Kegan

MAR

7 L14 Constructive-development - Part 2 - AI, MI, TTM, SCT, PP tools

Constructive Development Tools

14 L15 Constructive-development - Part 3 - Goal setting theory

Creating your Best Life

21 GM GROUP MENTORING SESSION #3

28 L16 Strengths The Strengths Book

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APR

4 L17 Optimism and constructing explanatory style

Optimism Assessment

11 L18 Constructing meaning and purpose

Man’s Search for Meaning

18 L19 Immunity to Change process - Part 1

Immunity to Change

25 L20 Immunity to Change process - Part 2

MAY

2 L21 Immunity to Change process - Part 3

9 L22 Immunity to Change process - Part 4

16 L23 Immunity to Change process - Part 5

23 GM GROUP MENTORING SESSION #4

JUNE

6 L24 Self-Mastery - Wrap up of Onward & Upward Model

8/9/10 Residential Weekend #2 – Location TBD (Friday – 9-5; Saturday – 9-5; Sunday – 8-1)

13 GM Group Mentoring

20 GM Group Mentoring

27 GM Group Mentoring

JULY

11 GM Group Mentoring

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TRAVEL DETAILS FOR THE PROFESSIONAL COACH TRAINING PROGRAM: OCTOBER 2011 RESIDENTIAL SESSION The residential kick-off for the Professional Coach Training Program (PCT) will be held in Cape Cod, MA, October 23-25.

Sunday, 10/23, from 9am-5pm

Monday, 10/24, from 9am-5pm

Tuesday, 10/25, from 8am-1pm

To receive credit for participating in the event, we ask that you plan to attend in each of the three days, in full, and do not make travel plans that would require you to arrive late or leave early. We will be offering yoga and meditation experiences throughout the workshop. Feel free to dress comfortably each day. Ground Transportation from Boston to Cape Cod, and Back We anticipate that many of you will also be attending the Coaching in Leadership & Healthcare Conference offered by Harvard Medical School, to be held in Boston, October 21/22. Therefore, we will be providing complimentary transportation from the conference hotel (Renaissance Boston Waterfront) to Cape Cod, departing at 8pm on 10/22. We will also be providing complimentary ground transportation from Cape Cod to the Boston airport, departing on 10/25 at 2:30pm ET and 10/26 at 6am ET. To reserve a seat for any of the ground transportation options, email klindstrom@wellcoaches.com no later than September 19, 2011.

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Hotel Reservations The PCT residential session will be held at the Cape Point Hotel. The cost of a single-occupancy, 3-night stay (Saturday, Sunday and Monday) is $319, which includes 3 breakfasts and 2 lunches. Dinner is on your own. If you plan to stay on Tuesday night (10/25) as well, the additional room cost is $59. To make your room reservation, call 800.323.9505 and mention that you are part of the “Wellcoaches group”. Reservations must be made at 3 weeks prior to the event to receive the group discount. Join Us for the Wellcoaches Pre-Conference in Boston on 10/20 Prior to the Coaching in Leadership & Healthcare Conference, offered by Harvard Medical School, our Wellcoaches Pre-Conference will be held on Thursday, October 20, from 3:30-7pm at the Exchange Conference Center. This is an excellent time to network with your peers and meet Wellcoaches Faculty and Operations Staff. Margaret Moore will make a presentation on "Neuroscience and Coaching", including an overview of my new book to be launched in January 2012, called Organize Your Mind, Organize Your Life. We will then have an intimate reception with hor d'oeuvres and a cash bar. Click here to register.

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PROFESSIONAL (9-MONTH) HEALTH COACH AND WELLNESS COACH CERTIFICATION The emerging profession of health and wellness coaching is poised to enter its golden era, supported by evidence-based education, validated tools, and research – a scientific foundation for credibility and efficacy. Wellcoaches is at the forefront as a translator, integrator, and innovator with its Professional Coach Training & Certification program. We’ve polished the science into a crown of coaching jewels for health and wellness coaches. We call the crown the Onward & Upward Model. While the Wellcoaches core coach training and certification program provides core skills to help health professionals become competent health and wellness coaches, this advanced 100-hour program gives coaches a path to masterful coaching. The Onward & Upward Model begins with the coaching relationship enabling the self-motivated coaching client to embark upon a trajectory of positive change that is powered by positivity, curiosity, and constructive development, resulting in greater autonomy and self-mastery. The Wellcoaches designation of CPHWC requires the following:

1. Current core Wellcoaches Health and Wellness Coach certification.

2. Full participation in live teleclasses and two residential weekends. you must complete a Lesson Feedback Survey here to verify your attendance and provide us with valuable feedback.

3. Participation in eight group mentoring sessions, led by Wellcoaches faculty and

designed for coaching practice by the participants. Participants will rotate in the roles of coach and client throughout the sessions.

4. Submission of a “Coaching Mastery Journal”. You will be provided with inquires

to respond to following each residential session and each lesson. Journal entries should be in one document, rather several separate documents. The creation of a Coaching Mastery Journal is designed to broaden and deepen your learning about how the content applies to you and your coaching. There are no "right" or "wrong" answers; no place in your thinking that you "should be" or "ought to be." Guidelines for the journals are:

a. No more than 400-800 words per entry each week

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b. Written in distinct, grammatically correct sentence form; not using run-on sentences as you might in a diary

c. Cite references, if you choose d. Insert quotes – sentences or short paragraphs, if you choose e. Include a response to each of the questions that are posed for each

lesson f. Reflect an expansion in your thinking about building coaching

relationships g. Reflect your personal journey from self-determination toward self-

mastery

5. Submission of .mp3 file (approx 45 minutes) for one coaching session demonstrating 12 of 25 behaviors and skills:

1. Appreciative Inquiry 2. Positivity 3. Curiosity 4. Mindfulness 5. Empathy 6. Strengths 7. Optimism/Hope 8. Meaning/Purpose 9. Emotional Intelligence 10. Hidden Commitment 11. Competing Commitments 12. Big Assumptions 13. Determining Tests 14. Goal Setting Theory 15. Motivation 16. Self-Efficacy 17. Self-Determination 18. Flow 19. Relational Flow 20. Non-Violent Communication 21. Motivational Interviewing 22. TTM 23. Body Intelligence 24. Metaphor/Story 25. Coach Approach vs. Expert Approach

Upon submission of the journal and coaching session audio, PCT program faculty will review the contents and provide a “Pass” or “Did Not Pass Yet” response. If you receive a “Did Not Pass Yet” response for your submissions, you may resubmit the materials for a $100 retake fee. Click here to pay the retake fee.

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The Professional Health and Wellness Coach Certification process must be completed within 12 months of completing the Professional Health Coach and Wellness Coach training program. Because the program is being continually upgraded, failure to complete the certification within 12 months, will require an audit of the training program for a fee of $495 before proceeding. This does not include a requirement to attend the residential sessions. You will only be required to attend the virtual class, held via telephone bridgeline. Click here to pay the auditing fee. P R O F E S S I O N A L H E A L T H A N D W E L L N E S S C O A C H D E S I G N A T I O N Upon successful completion of the above, you will earn the ACSM-endorsed "Certified Professional Health and Wellness Coach (CPHWC)" designation. Similar to the requirements for recertification in the Core Health and Wellness Coach Training program, recertification for the Professional Health and Wellness program will be required every three years. Once you have attained the CPWC or CPHC designation, you will need to maintain only one certification through Wellcoaches.

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RECERTIFICATION: CORE HEALTH AND WELLNESS COACH AND PROFESSIONAL HEALTH AND WELLNESS COACH The purpose of periodic recertification is to ensure and maintain a high standard of competency for Wellcoaches certified coaches beyond the initial three-year period following successful passing of Wellcoaches certification exams. W E L L C O A C H E S R E C E R T I F I C A T I O N R E Q U I R E M E N T S Recertification is due every 3 years from the end of the month in which you were initially certified. Certified professionals are extended a 30-day grace period after the expiry date to apply for recertification. To recertify, certified professionals must submit:

1. A completed Coach Recertification Application with Signed Statements of Agreement and Compliance confirming that: the required 30 hours of continuing coaching education have been met; the required 45 hours of client coaching have been reached; and proof of these requirements will be provided when necessary.

2. Verification of maintenance of prerequisites, including a current license when

applicable.

3. $75 application processing fee for Certified Health and Wellness Coach OR the $125 application processing fee for Certified Professional Health and Wellness Coach.

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Wellcoaches typically grants a 30 day extension, upon request, after which the status of your certification would be changed to "Inactive". If you allow your Core Health and Wellness Coach Certification to expire, you will be required to pay the Core Certification Fee of $495.00 and repeat the 3-step exam process. If you allow your Professional Health and Wellness Coach Certification to expire, you will be required to pay the Professional Coach Certification Fee of $495.00 and repeat the exam process by submitting a coaching session audio for review. W E L L C O A C H E S R A N D O M A U D I T I N G P R O C E S S At the time of recertification, you are only required to submit the Wellcoaches Coach Recertification Application and verification of maintenance of your prerequisite, but you must retain all documented proof of obtained continuing coaching education credits and client coaching hours. Examples of documented proof would include certificate copies, letters of attendance with CCE verification, pre-approved course transcripts, client coaching hour logs, etc. Wellcoaches will audit a percentage of randomly selected Wellcoaches Coach Recertification Applications. This audit will be conducted annually. If audited, you will be required to provide documented proof of all continuing coaching education credits and client coaching hours to Wellcoaches within 30 days of the audit. If you are unable to provide documented proof within 30 days, your certification will be considered “inactive” and you will have one year to complete the recertification process by providing the documentation. All audited paperwork will be reviewed for validity by Wellcoaches. If all paperwork is complete, the certified professional will be notified that his/her credential is valid until the next recertification due date. If after submission, it is determined that some documentation is not valid, is incomplete, or is inapplicable, an appropriate amount of time will be allowed for the certified professional to earn continuing coaching education hours and/or complete client coaching hours.

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LEGAL CONSIDERATIONS

The Wellcoaches team has worked for ten years to build the intellectual property that is

in the foundation of our professional coach training program. Please note that all

information or content provided by Wellcoaches, written or oral, online or offline,

resulting directly or indirectly from your participation in Wellcoaches coach training and

education classes or programs is either the sole property of Wellcoaches Corporation, or

shared property with Wellcoaches faculty members. The use of this copyrighted

information is limited to that which is required by your participation in Wellcoaches

coach training and education programs.