Understanding Health Coaching: Steps and Case Studies
Health • Behaviour Change • Practical
Understanding Health Coaching: Steps and Case Studies
A concise Emocare guide to health coaching — what it is, step-by-step coaching process, practical techniques, measurable outcomes, and short case studies to illustrate real-world practice.
What is Health Coaching?
Health coaching is a collaborative, client-centred approach that helps people set and achieve sustainable health goals (physical activity, nutrition, sleep, chronic disease self-management). Coaches use behaviour-change techniques, motivational interviewing, goal-setting and accountability to support lasting change.
Core Principles
- Client-led: the client’s goals and values guide the plan.
- Evidence-informed: integrate best-practice health advice with behaviour science.
- Collaborative: coach and client co-create steps and measures.
- Incremental: focus on small wins and habit formation.
- Non-judgmental: strength-based language and empathy.
Step-by-step Coaching Process
- Engagement & Rapport: build trust, explain coaching role and confidentiality.
- Assessment: baseline measures (weight, BP, activity), readiness ruler, barriers & supports, medical clearance if needed.
- Clarify Values & Goals: use SMART or WOOP frameworks to shape motivating, specific goals.
- Co-create Action Plan: small, measurable steps with timelines, context and accountability.
- Skill Building: teach self-monitoring, planning, problem-solving, relapse prevention skills.
- Motivational Interviewing: explore ambivalence, elicit change talk, roll with resistance.
- Follow-up & Accountability: scheduled check-ins, review progress, adapt plan.
- Evaluate & Close: measure outcomes, celebrate gains, plan maintenance and relapse strategies.
Common Coaching Techniques
Measuring Success — Outcomes & Metrics
- Behavioural metrics: minutes of activity/week, servings of vegetables/day, sleep hours.
- Clinical metrics: weight, blood pressure, HbA1c (for diabetes), lipid profile.
- Psychosocial metrics: self-efficacy scales, quality of life, mood questionnaires.
- Engagement metrics: session attendance, completion of agreed actions, app logins.
Case Studies (Short & Practical)
Case 1 — Weight Management (12-week program)
Client: 42-year-old female, BMI 29, sedentary job, low energy.
Approach: Baseline measures, explored values (want to play with children without breathlessness). Set SMART goal: walk 15 mins/day for first week, increase by 5 mins each week. Used activity tracker, weekly 20-min coaching check-ins, nutrition ref to simple portion changes.
Outcome: After 12 weeks: +80% adherence to walking plan, -3.5 kg, improved sleep, higher self-efficacy. Maintenance plan created.
Case 2 — Type 2 Diabetes Self-Management
Client: 55-year-old male, newly diagnosed T2DM, anxious about medications.
Approach: Collaborative education with clinician, set goal to reduce refined carbs at two meals/week and check fasting glucose daily for first fortnight. Used MI to address ambivalence about lifestyle changes. Coach liaised with dietitian and primary care physician.
Outcome: Better glycaemic awareness, reduced fasting glucose variability, engaged in group education. Coach helped create a medication reminder system.
Case 3 — Stress & Sleep Improvement
Client: 30-year-old professional reporting insomnia and work stress.
Approach: Sleep hygiene plan, 10-minute pre-sleep relaxation routine, cognitive restructuring for bedtime worries, and daily wind-down cue. Short-term goal: consistent bedtime within a 30-minute window for 2 weeks.
Outcome: Improved sleep onset latency, reduced daytime fatigue, client continued relaxation practice and scheduled monthly check-ins.
Sample Session Flow (30 minutes)
| Time | Activity |
|---|---|
| 0–3 min | Greeting, quick check-in (mood, any urgent concerns). |
| 3–10 min | Review last week’s actions, successes and barriers. |
| 10–20 min | Co-create problem-solving steps or new action plan. |
| 20–27 min | Set SMART actions, specify measurement and supports. |
| 27–30 min | Summarise, confirm next appointment, safety check if relevant. |
Ethics, Scope & When to Refer
- Coaches are not therapists—refer for mental health treatment if clinical depression, suicidality, or severe psychiatric symptoms are present.
- Obtain medical clearance for clients with unstable cardiac, severe chronic conditions, or when exercise prescription is planned.
- Maintain confidentiality, record-keeping and clear boundaries about role and fees.
தமிழில் — Health Coaching குறிப்பு
Health Coaching என்பது வாடிக்கையாளர் மையமாக செயல்பட்டு, குறிக்கோள்களை அடைய உதவும் ஒரு முறை. சிறு படிகளாக செயல்படுதல், தானாகவே கண்காணிப்பு மற்றும் சுயமரியாதை முக்கியம்.
- கோல் அமைத்தல் (SMART)
- சுய கண்காணிப்பு (Self-monitoring)
- வாங்கி பிடித்த சின்ன வெற்றிகள்
Quick Tools & Apps Often Used
- Activity trackers (Fitbit, Google Fit)
- Nutrition logging apps (MyFitnessPal, HealthifyMe)
- Habit trackers and reminders (Habitica, Loop)
- Telehealth platforms and secure messaging for check-ins

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