Program Overview for Wellness & Life Coaches

Whole-Person Assessment & Life-Balance Program Whole-Person Assessment & Life-Balance Program

A Valuable Tool for Wellness Coaches, Health Coaches & Life Coaches

Opening a Doorway to Personal Wellness

Cultivating Self-Responsibility

Working with Your Client’s Readiness to Change Working with Your Client’s Readiness to Change

Using Small Steps for Continuous Improvement Using Small Steps for Continuous Improvement

Supporting Sustainable Lifestyle Change Supporting Sustainable Lifestyle Change

Become Your Client’s Wellness Solution

Supporting Clients in Gaining A Greater Sense of Self-Efficacy in Creating Personal Change

A Whole Person Wellness Philosophy

“High-level wellness is an integrated method of functioning… oriented toward maximizing the potential of which the individual is capable, within the environment where he is functioning.” Halbert Dunn, MD, PhD, FAPHA Chief, National Office of Vital Statistics U.S. Public Health Service ( ) Author, High Level Wellness (1961) High-Level Wellness

3 Key Concepts from Wellness Pioneer John W. Travis, MD, MPH (Originator of Wellness Inventory)

The Illness-Wellness Continuum Key Concept #1: Wellness is a process, never a static state. This model shows the relationship of the Wellness and Treatment Paradigms. Moving from the center to the left shows a progressively worsening state of health. Moving to the right of center indicates increasing levels of health and well-being. The Treatment Paradigm can only take you to the neutral point, where the symptoms of disease have been alleviated. The Wellness Paradigm, utilized at any point on the continuum, moves one towards ever higher levels of wellbeing.

The Illness-Wellness Continuum Think of the continuum as a pathway. People can be headed in either direction. A person who is generally physically healthy, but who is always worrying about their health and complaining, may be to the right of the neutral point, but may be facing towards the left, in the direction of premature death. A person who is physically or mentally challenged may have a positive outlook and be cultivating love instead of fear, and consequently may be facing to the right, in the direction of high-level wellness.

The Iceberg Model of Health Key Concept #2: Illness and Health are only the tip of an iceberg. To understand their causes you must look below the surface.

The Iceberg Model of Health

The Wellness Energy System Key Concept #3: We are energy transformers. All our life processes, including health and illness depend on how we manage energy. Putting together a person’s energy inputs and outputs we have the complete wellness energy system. These 12 life processes are the basis of the Wellness Inventory.

Wellness is a choice…. a decision you make to move toward optimal health. Wellness is a way of life…. a lifestyle you design to achieve your highest potential for well-being. Wellness is a process…. a developing awareness that there is no end point but that health and happiness are possible in each moment, here and now. Wellness is the integration of the body, mind, and spirit….the appreciation that everything you do, and think, and feel, and believe has an impact on your state of health. Wellness is the loving acceptance of yourself. What is Wellness? John W. Travis, MD, MPH

A Central Organizing Principle for Adding a Wellness Dimension to Your Practice

What is the Wellness Inventory? The Wellness Inventory is a pioneering whole person assessment and Life-balance program designed to help people gain personal insight into their physical, emotional, mental and spiritual wellbeing. The program offers guidance and tools to transform this new awareness into lasting changes in their lives, and a renewed sense of health and wellbeing.

How Can the Wellness Inventory Program Benefit Your Clients?  Assess your clients in 12 key areas of wellness and lifestyle.  Determine your clent's "change readiness" in each area.  Support clients in increasing their personal responsibility for their health and wellbeing.  Create personalized wellness plans.  Provide resources & tools to help support clients on their wellness journey.  Track their wellness progress in meeting their goals.  Bring more balance into their lives.  Achieve a higher level of health and wellbeing.

How Can the Wellness Inventory Program Benefit Your Practice?  Build your practice - use the program as a marketing tool.  Create a wellness program for your practice.  Profile your clients in 12 areas of wellness - gain valuable insight.  Determine your client's change readiness in each area.  Create personalized wellness action plans for your clients.  Maintain your client’s accountability with weekly reminders.  Track your client’s progress.  Increase client retention.  Create new profit centers (wellness coaching, corporate wellness).

“The Wellness Inventory is a foundational wellness tool.” Spas and the Global Wellness Market Stanford Research Institute

Wellness Inventory is profiled in special issue of Military Medicine “Total Force Fitness for the 21st Century: A New Paradigm.” (Aug. 2010) Chosen as an “exemplar” in the Survey of Multidimensional Health and Fitness Indexes. “It (Wellness Inventory) was chosen as an exemplar because in addition to meeting all the inclusion criteria, it is very comprehensive in nature, is adaptable, and has a strong focus on health rather than disease.”

Your Client’s Experience of the Program

Taking the Assessment Clients assess themselves in 12 key dimensions of wellness.

There are 10 statements for each dimension statements total. Each statement describes a wellness action, skill, belief, attitude or awareness. The assessment generally takes minutes to complete. If a client is unable to complete the assessment at one sitting, they can save their results and login at a later time to complete it. About the Assessment

“ Approach the assessment in Learning Mode, with an attitude of mindfulness and a spirit of self-discovery.”

The Assessment

The Wellness Inventory is both an education tool and an assessment.

Awakening awareness of new possibilities for change.

Creating My Wellness Plan

After completing the assessment and viewing their scores, your client can choose to continue to create a Personal Wellness Action Plan or log off and return to create their plan in a later session. The Personal Wellness Plan enables a client to create 1-5 simple action steps by following some basic guidelines. A wellness coach can be very beneficial in creating a realistic wellness action steps based upon the specific areas of wellness the client is most motivated to Change (as revealed by their assessment results). If the client chooses to log off and create their plan later, they will log in to “ My Wellness Homepage ” where they can create their Personal Wellness Plan (highlighted on next slide), and access other wellness tools including My Wellness Journal, the Self-Study Center and the 12 Wellness Resource Centers.

My Wellness Home Page

Wellness Plan - Select Statements

Small Steps for Continuous Improvement – Lead to Sustainable Lifestyle Change Small Steps for Continuous Improvement – Lead to Sustainable Lifestyle Change

Select Frequency of Reminders

View Wellness Plan

Reminders – A Key Tool to Support Your Wellness Journey Your client will receive an reminder containing their action steps at the frequency requested when creating My Wellness Plan. reminders help your client to stay focused on successfully completing their action steps, and on building a sense of self- efficacy in creating personal change.

Reminders – Providing Direct Access to Update Your Action Steps In addition to providing regular exposure to action steps, reminders also provide a direct link to the “Update My Wellness Plan” tool. This direct link enables your clients to update their action steps without having to login at Clients can also directly access My Wellness Homepage from their reminders without having to log in.

Reminders - Dynamic Access Point to “My Wellness Tools” reminders also provide direct access to “My Wellness Tools”, helping clients to be supported in successfully completing their action steps using the Kaizen approach of small steps for continuous improvement. From the reminder your client can:  Access My Wellness Journal to record experiences and insights.  Access Wellness Commentaries in the Self-Study Center.  Access articles, tools and resources in 12 Wellness Resource Centers.  Access the full page color wellness wheel.  For more on these features, view the PowerPoint, “Tools to Support My Wellness Plan”.

Maximizing the Impact of Reminders To get the most of reminders, clients can schedule a specific time on the day(s) they are sent to take 5-10 minutes to focus on their action steps.  Using the links on their reminder, clietns can check to see if they need to adjust or edit any of their action steps. You can also use this time to make an entry in My Wellness Journal, read a commentary in the Self- Study Center in an area of current focus, or to visit the Wellness Resource Centers.  Clients can access the full page color wellness wheel to focus on the 12 dimensions to bring a whole person perspective to their day.

My Wellness Tools Tools to Support My Wellness Plan My Wellness Tools Tools to Support My Wellness Plan

My Wellness Homepage You can access “My Wellness Tools” at the bottom of My Wellness Homepage. To edit your action steps, click on “My Wellness Plan”.

From My Wellness Plan edit page your client can view their Wellness Plan, edit their plan, or change the frequency of reminders.

To update their action steps, your clients can click on the “Edit” link on My Wellness Plan. This will enable them to add, edit, or delete action steps. They also have access to the tutorial, “Tips for Creating Effective Action Steps” to help you refine their action steps. Your clients will also be able to access the “Update My Wellness Plan” page from a link in their reminders. As a licensee, you can edit your client’s wellness plan on your Admin Menu, on the User Homepage (access from the User Reports) Updating Action Steps

Tools to Support My Wellness Plan  My Wellness Journal  Self-Study Center  Wellness Resource Centers

Tools to Support My Wellness Plan: My Wellness Journal

My Wellness Journal  My Wellness Journal enables your client to record daily observations and insights and to track their progress in implementing action steps.  Clients select one of the 12 areas of wellness to make a journal entry. Each entry is recorded and dated chronologically for ease of access on future visits. Clients can access the Wellness Journal from My Wellness Homepage or the link in their Reminders.  Excellent tool for succeeding in the Kaizen method of the small steps for continuous improvement to support sustainable lifestyle change. Clients automatically receive an introducing them to My Wellness Journal 10 days after completing their wellness plan.

My Wellness Journal

To view all journal entries chronologically, and ordered by each specific dimension of wellness, click on the “View All Entries” button. View All Journal Entries

Tools to Support My Wellness Plan: Self-Study Center

Self-Study Center  The Self-Study Center contains expert commentaries on the 10 wellness statements from each of the 12 sections of the assessment (120 commentaries total).  Clients can start by reading commentaries from the specific areas of wellness in which they have created have action steps. This supports clients in gaining a deeper understanding in these areas of their life.  Within each of the 12 areas the statements are listed within in the order of the your client’s level of motivation to change.  An excellent tool to use as homework with your clients.  Clients automatically receive an introducing them to the Self- Study Center 17 days after completing their wellness plan (1 week after the reminder for My Wellness Journal).

Self-Study Center

Self-Study Center - Commentary

Tools to Support My Wellness Plan: Wellness Resource Centers

12 Wellness Resource Centers  The Resource Centers have been created to provide helpful resources, information, and tools to assist your clients in successfully implementing their action steps and achieving a higher level of health and wellbeing.  The Resource Centers act as a “Wellness Solution” in all 12 dimensions of wellness, enabling clients to access expert articles, commentaries, exercises, and books, as well as other educational resources.  Clients automatically receive an introducing them to the Self- Study Center 24 days after completing their wellness plan (1 week after the reminder for the Self-Study Center).

Expert Resources for Your Clients  The 12 Resource Centers are a great resource for your clients. You can direct your client to specific articles and other resources you feel with support them in successfully implementing their action steps and deepening their knowledge.  You also have access to the 12 Resource Centers from your client’s “User Homepage” in your administrative menu.

upporting Ongoing Wellness Reassessment & Test Comparison Feature S upporting Ongoing Wellness Reassessment & Test Comparison Feature

Supporting Ongoing Wellness The Wellness Inventory can help you monitor your client’s ongoing wellness, and to become your client’s year-round wellness solution. Use the program to create a year-round engagement and relationship with your clients and to help them develop a deeper commitment to wellness.

Reassessment & Monitoring Progress Your clients can assess their level of wellness prior to their arrival and again at 6 months. Then, monitor their progress with the Test Comparison feature. By re-subscribing clients after the first year for an additional year, they will be able to reassess at 12 months and then again at 18 months, allowing you to continue your relationship and your role as their personal wellness solution. Clients can be renewed for multiple years.

Overview of Reporting, Marketing, & Coaching Tools

Tools to Support You in Working with Your Clients The Wellness Inventory provides reporting, communicating, marketing, and coaching, tools to support wellness coaches or designated staff in working with your clients on their personal wellness journey. You will have access to individual client score reports, aggregate reports to profile trends in specific client demographic segments; as well as a suite of communication tools to facilitate coaching, education, and accountability for your clients.

Client Report Homepage The Client Report Homepage allows coaches to access individual client assessment scores, wellness plans, and key wellness program management tools.

Client Notes

Aggregate Reports (Group Reports by Demographic)  Reports by Single Demographic  Reports by Multiple Demographics

Aggregate Reports Reports by Single Demographic

Aggregate Reports Wellness Score by Single Demographic

Aggregate Reports Satisfaction Score by Single Demographic

Certification Training

Training provides in-depth personal experience and practical knowledge of the Wellness Inventory assessment and personal growth process, and a unique coaching skill-set to maximize the program's effectiveness in creating change in people’s lives. The goal of the course is to create competence in delivering the program to individuals and in groups and organizational settings. Certification Training

Certification Training: Level I Live 14 Week Teleclass  14 week class via live phone teleconference.  Approved by the International Coach Federation for 28 CCEs.  Level I Graduates - Certified Wellness Inventory Facilitator  Tuition: $1,195 – 4 monthly payments  Overview:

Holographic Coaching Practicum  Offered to Certification Training graduates to hone coaching skills using the Holographic Change Process and Coaching CoreCompetencies.  Level II Graduates - Certified Wellness Inventory Coach  7 Week Training - $595  Approved by the International Coach Federation (ICF) for 14 CCEs. Certification Training: Level II

Certification Training  Level I & II: $1,690 package  42 CCEs from ICF for both trainings  42 hours credit at Institute for Life Coach Training (ILCT) towards a Wellness Coaching Specialist Certificate (80 hours); 42 Hours credit towards ILCT Accredited Coach Training Program.  42 hours credit towards new Board Certified Coach (BCC) credential from the Center for Credentialing & Education (through ILCT)  Graduates from 18 countries  Next Trainings: February through May 17-19, Three concurrent 14 week trainings.

Coming full circle… The Wellness Inventory’s whole person approach can help promote the increased health, wellbeing, vitality, and life balance that your client’s are seeking.

Endorsements for the Program "The Wellness Inventory is a powerful tool for health and wellness coaches and their clients. Coaching is all about motivation, intention and follow through, and the Wellness Inventory provides clients with invaluable feedback and the ability to track progress in any of the 12 areas of life. This tool should be part of every coach's tool box." Dr. Patrick Williams Master Certified Coach CEO, Institute for Life Coach Training

Endorsements for the Program "This pioneering program gives individuals personal insight into 12 dimensions of physical, mental, emotional, and spiritual wellness, and provides tools to transform this new awareness into lasting lifestyle change and a heightened sense of health and wellbeing.” Larry Dossey, MD, Author, Healing Words

Endorsements for the Training ‘Whether you’re working in private practice, a corporate wellness program, a hospital, or a community setting, the Wellness Inventory Certification Training will be an essential tool to help clearly evaluate not only the effectiveness of a wellness program, but the depth of commitment, understanding, and integration of wellness principles that will accompany you for a lifetime.” Meg Jordan, PhD, RN Dept. Chair, Professor, Integrative Health Studies California Institute of Integral Studies

Endorsements for the Program “I highly recommend this program." James Gordon, MD Founder/Director Center for Mind-Body Medicine

Endorsements for the Program "The Wellness Inventory is the fundamental component to our hospital's 7-Step Health and Wellness program. Dr. John Travis’ 12 key dimensions of wellness create a holistic foundation from which our clients not only explore the physical, mental, emotional, and spiritual issues of life, but more importantly discover ways in which to become responsible for their own health." Patricia A. Duryea, Ph.D. Duryea & Associates

For More Information For More Information Jim Strohecker President HealthWorld Online Los Angeles, CA