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a. Open dialogue and look for commonality and opportunity to develop trust

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

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

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

e. Appropriate assessments for client as necessary

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

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

b. Agree upon accountability

c. Establish goals and solutions

d. Apply SMART methodology to establish means of measuring progress

e. Identify milestones, hurdles, obstacles

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a. Check in points for progress and metrics of success

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

c. Stay on target

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a. Identify ongoing measurements to ensure change is permanent

b. Practice new habits

c. Track and celebrate successes

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