Open dialogue and look for commonality and opportunity to develop trust

Discuss client’s responsibility and buy-in to the process

Does client have specific behavior or situation he/she wants to improve?

360 degree evaluation with selected individuals - family, friends, peers, staff, managers - to identify areas for improvement

Appropriate assessments for client as necessary

Discuss specific areas of concern and select improvement/outcome desired (what is possible?)

Get client buy-in to review through self reflection to identify triggers of behavior

Agree upon accountability

Establish goals and solutions

Apply SMART methodology to establish means of measuring progress

Identify milestones, hurdles, obstacles

Check in points for progress and metrics of success

Refine and react - what is working, what is not and why

Stay on target

Identify ongoing measurements to ensure change is permanent

Practice new habits

Track and celebrate successes