Summing Up and Taking Action
Presented by Hélène Thériault
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Effective coaching doesn’t end with insight—it concludes with intentional reflection and a commitment to forward movement. Summing Up and Taking Action is course 6 of 8 in the Dive Into a Coach Approach® 1.0 | Core Fundamentals course series. This course equips healthcare professionals with practical tools to bring closure and clarity to each coaching conversation while empowering clients to translate insights into meaningful action. This course introduces the final two steps of the Dive Into a Coach Approach® Framework, Sum Up, and Make a Request, alongside two additional coaching mindset metaphors: the environmentalist and the Olympian. Learners will explore how to guide clients through reflective closure, cocreate specific next steps, and embody mindsets that protect client autonomy and promote accountability. Designed for athletic trainers, occupational therapists, physical therapists, and speech-language pathologists across all settings, this course ensures that coaching conversations lead to real-world progress and sustained behaviour change.
Learning Objectives
- Identify three reasons why the Sum Up step is critical in coaching
- Compare Sum Up questions you can consider using in your practice
- State two criteria for effectively making a request
- Recognize when to use Make a Request to support client progress
- Identify examples of Make a Request in practice
- Identify two coaching mindsets that support coaching competencies
- List coaching techniques that support incorporating a coaching mindset
- State which coaching competencies align with the Olympian mindset
Meet your instructor
Hélène Thériault
Hélène brings more than two decades of experience in the medical field to her role as a master certified coach (MCC). Witnessing the toll of burnout firsthand, she discovered the power of the Coach Approach in her practice, benefiting both her patients’ recovery and her own well-being. Drawing on her expertise in…
Chapters & learning objectives
1. Closing the Dialogue: the Power of Sum-Up
This chapter emphasizes the importance of ending coaching conversations with a client-led reflection. Learners explore how the sum-up process reinforces awareness, solidifies commitment, and promotes accountability by allowing clients to articulate their takeaways and define their own next steps.
2. Make a Request: Guiding Clients Toward Action
In this chapter, clinicians learn when and how to make an effective request that invites the client to take actionable steps aligned with their goals. Through case examples and SMART goal principles, learners discover how this strategy supports forward momentum without undermining client autonomy.
3. Coaching Mindset: Environmentalist and Olympian
This chapter introduces two advanced coaching mindsets that help providers maintain a supportive, client-centered stance. The environmentalist protects the coaching space by avoiding unsolicited advice, while the Olympian mindset focuses on championing the client’s growth through strategic challenge and celebration of progress.
More courses in this series
Coaching Fundamentals in Healthcare
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Building Clarity: Defining the Coaching Process
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Listening and Mindset: Applying the Foundations
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Diving Deeper: Understanding the Client’s Perspective
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Exploration in Action: Guiding Clients Toward Solutions
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Summing Up and Taking Action
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Bringing It All Together: Coaching Framework and Application
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Laser-Focused Coaching
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Using a Coach Approach With Remote Monitoring
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