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COUNSELLING
Fitness Ontario Leadership Program

gov1.gif (847 bytes) Ministry of Tourism and Recreation

 

Table of Contents

Introduction

The Appraisal Process

PART I   Lifestyle Change - The Goal

Lifestyle: What Does It Mean?
Summary of Learning Points
Rapport: The How and Why of It

PART II   Helping Styles and Attitudes

Three Helping Styles

1. The Preacher
2. The Expert
3. The Counsellor/Consultant

The Art of Communicating: Skills and Strategies
Summary of Learning Points for Stage Two

PART III   The Fitness Appraisal Process

The Three - Stage Model: A Closer Look
Seven Steps: Keys to the Lifestyle Approach
III. Summary of Learning Points

PART IV  Problem Types

Four Problem Types: What Can You Do?

The Quitter
The Person Who Won't Talk

The "Expert"
The Participant with Recurring Needs

PART V  A Case Study

Judy
Counselling Judy: Applying the Skills

PART VI  Sample Tools of Lifestyle  Counselling

Lifestyle Questions
Lifestyle - Inventory Worksheets
Inventory of Lifestyle Needs and Activity Preferences

Part 1: Needs
Part 2: Activities
Part 3: Preferences

Self-Contract

Bibliography

 


 

Introduction

The major premise of this booklet is that from the point of view of the fitness counsellor, the desired outcome of each fitness appraisal is not a scientific measurement of an individual's physical fitness but a participant who will be healthier, more active, more physically fit, and more self-assured throughout life.

The purpose of the booklet is to give fitness appraisers the information they need to increase their chances of achieving this result. The booklet, therefore, includes resource materials and exercises designed to identify and sharpen the specific skills in communicating and problem-solving that are needed in any testing situation. We recommend that you perform the exercises as you read through it so that you may put the skills into practice immediately, and that you use the resources for counselling your clients.

Because the emphasis here is on practice, the theoretical framework from which these materials have been derived has been summarized in point form:

In addition to the above summary, the following three-stage model of the fitness-appraisal process shows the importance of interaction between appraisers and participants, and indicates how the testing situation can be used to promote long-term changes in lifestyle:

The Appraisal Process

STAGE
ONE
The appraiser finds out what the participant wants from the appraisal

GOALS ARE
CLARIFIED AND SET


STAGE
TWO

The appraiser performs the test to determine the participant's level of fitness

DATA IS
COLLECTED AND DISCUSSED


STAGE THREE

The appraiser links the participant's goals to (a) the test results, and (b) the participant's interests

A PLAN OF ACTION IS MADE

 

The balance of the booklet will be devoted to a fuller elaboration of the foregoing concepts and the counselling techniques they require.

Part I
Lifestyle Change - The Goal


Lifestyle: What Does It Mean?

The idea of lifestyle is general and definitions tend to be loose and holistic rather than descriptive. One serviceable definition is simply "the everyday business of living. "However, the fitness appraiser's concept has a sharper focus: it is the long-term well-being of participants. It therefore reaches beyond "exercise" to physical activity, nutrition, drug use, and stress management.

An appraiser's chances of having an impact on participants' well-being increase when the goal of the appraisal is clearly set as lifestyle change. With this focus the appraiser is ready for various possibilities and can respond effectively to different reactions on the part of the participant. For example, if the appraiser is able to convince a participant to give up smoking, the result may be a stepped-up pattern of physical activities.

Alternatively, if the appraiser is able to produce an increase in a participant's activity level, smoking of alcohol use may decrease significantly or be dropped altogether. From this result a number of other changes-perhaps to the client's social life or mental outlook-may very well be set in motion. The old adage that being prepared for every contingency is the key to success applies, but as you would expect from an old adage, it leaves the question of how to get prepared open.

Mastered collectively, the following points and accompanying exercise can be an important first step in improving your state of preparedness as a fitness counsellor:

Discover the Participants Motivations

Skillful probing for lifestyle habits can furnish insights into why a participant wants to be tested and what lifestyle changes are possible. It can also contribute a great deal to setting goals that are honest and realistic.

Appreciate the "Bigger Picture"

There are social and psychological dimensions to people's lives as well as physical dimensions, and the world they live in tends to make their motivations and habits complex. Changing patterns of physical activity will have repercussions, some of which may not have been anticipated. Helping participants plan for possible consequences reduces the barriers to success.

"Sell" the Benefits of a Healthy Lifestyle

If participants are to change their lives they must have the promise of a reward. The benefits of increased physical activity must be made more appealing than the benefits attached to their existing habits. They must see that in spite of trade-offs and sacrifices, something desirable will be gained.

Test your ability to market healthy lifestyles by asking yourself the following questions:
1. What are some of the benefits of a healthy lifestyle?
2. What are some of the trade-offs and sacrifices that participants should be prepared for?
Write your answers here:

1
. ______________________________________________________

    _______________________________________________________

    _______________________________________________________


2.____________________________________________

  ____________________________________________

  ____________________________________________


Assess the Participant's Willingness to Change

Some people never seem to change, yet others never seem to stop changing. Looking for these aspects of personality in the course of interviewing and exchanging ideas can reveal which of the two groups a participant leans toward. Making this assessment early can prevent missteps in the course of counselling and designing a program.

Decide Where to Start

An important reason why focusing on lifestyle enhances the chances for success is that the methods it calls into play tend to produce actionable information from the participant. For example, having looked at lifestyle and personality patterns, you may find that convincing a client to be more active would be the hardest place to start. Perhaps changing some other lifestyle habit - one that is currently meaningful to the client - will lead to changes in physical activity in the future. The best place to start is with the client's most urgent lifestyle concern.

For example, if you discover that the client is worried about fatigue, several starting points are possible:

Think of some participants you have tested recently. What were their lifestyle concerns and where did they want to start? Using the questions and resources in Part Six of this booklet to guide you, fill in the following chart:
Lifestyle Concern Possible Starting Points

1.____________________

  ____________________

  ____________________


_______________________________

_______________________________



2.____________________

  ____________________

  ____________________



_______________________________

_______________________________

_______________________________



3.____________________

  ____________________

  ____________________



______________________________

______________________________

______________________________

 

Summary of Learning Points

Rapport: The How and Why of It

If participants are to change their way of living, they must first examine their existing lifestyle and identify areas where change is needed. They are unlikely to do this with an appraiser who makes them feel uncomfortable.

It is important to establish rapport with a client from the outset. To be effective in helping anyone, from the first moment of contact the appraiser must call upon very real skills. He or she must know how to be open: that is, receptive and responsive.

Although this sounds simple to achieve, it can actually be quite difficult - especially when you are faced with people who have characteristics that you find distasteful. A further difficulty is that you must become aware of the impact your own characteristics have on participants. Will they find you judgmental in your attitude toward them, or accepting?

Will they find you energetic and enthusiastic or quiet and seemingly passive?

Participants who feel accepted and believe in our desire to help them are more likely to benefit from your appraisal. Yet, overzealous appraisers have often caused more harm than good. Although enthusiasm and dedication are admirable qualities, if they are not judiciously presented some people may find them intimidating. It is not uncommon to overhear someone say defensively, "Oh, that fitness nut turns me off!"

Think for a moment of how you relate to people. Which of your personality traits build rapport and which of them prevent it?

Complete the following chart:

Build Rapport Prevent Rapport
like meeting people impatient
good listener judge people
(other traits) (other traits)


PART II
Helping Styles and Attitudes


Three Helping Styles

Your personal attitudes toward others and your beliefs about fitness form the basis of the helping style that you have developed naturally. However, by learning to use a number of different helping styles you will be able to respond more appropriately to different people in different situations.

Generally speaking, fitness appraisers adopt one of these helping styles:

"Research shows that jogging at a heart rate of 70 to 85% of your maximum, 3 to 5 times per week for 20 to 30 minutes continuously will increase your aerobic capacity."

"I have knowledge about fitness, you know what activities you want to do, and now we have your test results, so let's talk."

Each style is effective in certain situations and ineffective in others. An appraiser should be able to use the most appropriate style for particular participants and particular needs. Knowing which style to use in a given situation depends upon knowing the advantages and disadvantages of each style.

Let' s look at them now:

1. The Preacher

Advantages

Disadvantages

  • Often, people in high-risk situations need to be told what to do.
  • Some people respond negatively to direct orders.
  • Some people will not change their behaviour unless commanded to do so.
  • Opportunities for discussion and negotiation tend to be overlooked or dismissed.
  • The style reinforces behaviours already established in the converted.
  • Alternative action plans are seldom considered.
  • The style leads to unfounded assumptions about participants' activity preferences.
  • It suggests that what is good for the preacher is good for everyone.

2. The Expert

Advantages

Disadvantages

  • Some people are specifically interested in getting information.
  • People do not always change their behaviour because scientific information suggests that they should.
  • Some people want to know the importance and particular benefits of specific activities.
  • It prevents dialogue for exploring participants' lifestyle preferences.
  • Some people feel reassured when information comes from an expert.
  • Some people feel intimidated by experts and will not express their opinions or ask questions.
  • The style provides a credible rationale for assessment and recommendations
  • The style can prevent the possibility of meeting participants' needs if those needs are not covered by research or conflict with it in some way.

III. The Counsellor/Consultant

Advantages

Disadvantages

  • The style focuses on participants' individual lifestyles.
  • Some people want advice and information rather than dialogue.
  • It brings participants' thoughts, feelings, and preferences to the surface.
  • Some people want to be told exactly what to do.
  • It sets the stage for dialogue.
  • Using this style, setting up an action plan may take longer.
  • Participants' knowledge is recognized and respected.
  • Goals are set by participants with guidance from the appraiser rather than the reverse.
  • Because goals are self-selected, participants are more likely to achieve them.
  • The chances for permanent, beneficial lifestyle changes are increased.
  • The style appeals to nearly all participants.

With the foregoing information in mind, think of your own helping style and fill in the following chart:

What style do you use most often?

___________________________________________

___________________________________________

 

What advantages and disadvantages have you found?

ADVANTAGES:

___________________________________________

___________________________________________

 

DISADVANTAGES:

___________________________________________

___________________________________________


What changes (if any) do you plan to make?

____________________________________________

____________________________________________

 

The Art of Communicating: Skills and Strategies

Often, people equate the skill of communicating with the skill of talking. In fact, there are many skills involved.

The most important ones for an appraiser are the following:

Each one of them is worth looking at separately.

Listening

Listening is perhaps the most essential of the communication skills. It conveys to participants the appraiser's genuine interest in what they are saying.

Here are some general guidelines for being a good listener:

Appraisers who do most of the talking can't be doing much listening. Each participant should get at least fifty percent of the air time.

Appraisers who get into arguments with participants are more interested in being right than they are in understanding what is being said to them. Arguments produce defensiveness, which is the opposite of the objective you are trying to accomplish.

Internal dialogue includes judging the speaker, preparing counter arguments, and daydreaming during a discussion. It is important to be as fully relaxed and attentive to the participant as possible.

Paraphrasing is a particularly important strategy for effective listening - one that helps appraiser and participant understand each other (and often themselves). It conveys attentiveness, but more important, it gives the participant the chance to "hear back" what he or she said to you in other words. This leads to clarification for both parties and helps you know how to go about changing the participant's behaviour. A paraphrase often begins, "It sounds to me like..." or "You're feeling ... because..." Using these introductions will likely seem a little artificial to you at first.

However, with practice and as you come to appreciate their value, they will soon become easy and natural. On the other end they are interpreted as, "I am really trying to understand what you are saying and how you are feeling. If I don't have it right, tell me so."

This is a simple device and one that many of us do naturally with our friends. To the other party it means, "I'm interested, so keep going."

Utterances such as "uh huh," "I see," "Really?" and "Yes" are all part of building a bridge between speaker and listener. They are interpreted as, "You're reaching me. Keep it up.

Pauses mean, "It's your turn to talk. Tell me what you think, and I won't interrupt you."

Questions like "Can you tell me more about that?" and "How is it a problem for you?" signal the listener that you are trying to understand as fully as you can.

Questioning

Skillful questions invite discussion, not retorts. They encourage the other person to explore personal thoughts and feelings, not come up with the right answers. Because they are open-ended, they elicit information that is genuinely useful to an appraiser.

Closed questions are those that call for yes/no answers. They too are useful, but only when seeking agreement or making a verbal contract.

Open questions start with what, when, why, how, where, and which.

By contrast, closed questions start with is, do, can, will, shall, and are.

Explaining

The most important point to remember about explaining is not to use technical jargon or language that's too formal. Choose "common" words rather than unusual or long ones. Be descriptive and factual, and use any aids that will help make difficult points clear. Books, diagrams, charts, lists, and so on, can all be useful so long as they are aimed at a general rather than a specialist audience.

Getting and Giving Feedback

To be sure that your message is getting through, ask for feedback at intervals throughout the session. Give feedback by paraphrasing, by being attentive, and by telling people what they are doing right. Without feedback, the relationship between appraiser and participant tends to be guarded and superficial.

Summary of Learning Points


PART III
The Fitness Appraisal Process


The Three - Stage Model: A Closer Look

A three-stage model of the fitness-appraisal process was outlined in the Introduction.

A further breakdown reveals the actual steps involved:

STAGE ONE: SETTING GOALS

Step 1 Put the participant at ease.
Step 2 Establish the participant's fitness goals.

STAGE TWO: COLLECTING DATA

Step 3 Conduct the test.
Step 4 Interpret the results.
Step 5 Discuss the participant's activity preferences and interests.

STAGE THREE: PLANNING ACTION

Step 6 Match the test results and the activity preferences.
Step 7 Design a program.

A step-by-step approach highlights the need for an appraiser to be able to shift back and forth between the roles of expert and counsellor. Conducting the test and interpreting the results naturally require using the expert style. Throughout the other parts of the process interpersonal skills are needed and therefore the counsellor style is called for. With practice, shifting back and forth will become automatic.

Seven Steps: Keys to the Lifestyle Approach

Now, let's look at some concrete strategies that can be put to work during each of the seven steps in the appraisal process.

Step 1: Put the participant at ease

Why is this step important? Because participants approach a fitness appraisal with feelings about what is going to happen to them. Feelings may range all the way from excitement about the challenge involved through mild concern to acute anxiety.

These emotions are quite natural and the appraiser should be careful not to judge anyone negatively because of them. Often, the intensity of these feelings is lessened simply by having the participant identify them. If you take the time to make participants feel comfortable, their experience of the appraisal will be positive and thus more meaningful.

Because participants often feel somewhat vulnerable when their physical condition (or lack of it) is under scrutiny, it is important to get them to trust you. When you develop trust you minimize any defensiveness, allowing participants to be more honest about their goals than they might otherwise be. This trust depends on making personal contact with participants. The more friendly, relaxed, and honest the appraiser, the greater the participants' trust.

The following dialogue is an example of how to put someone at ease:

(Tester)

(Participant)

  • (noticing the participant looking anxious): You look a little nervous.
  • Do I? Well, I've never had a fitness test before, and I'm not in good shape.
  • Are you concerned that you'll have to push too hard?
  • Oh, I don't know. I guess maybe a little bit.
  • It's really not so tough, but it's quite natural to feel a little discomfort. Lots of people do. If you feet any, let me know and we'll stop. Now, before we start I'll tell you what the test is all about.
  • Okay, thanks.

Tips

Build in a few minutes at the beginning of the test to allow for dialogue.

Step 2: Establish the participant's fitness goals

People take fitness tests for a variety of reasons. Obviously, they want some information about their level of fitness, but this objective is often linked to significant events in their lives. Many people want to become physically fit

The more fitness appraisers discover about their clients' goals, the more helpful they will be. When lifestyle goals are made the major focus of the appraisal rather than the participant's level of fitness, the test results can be interpreted and activities selected more appropriately.

For example, imagine that a young woman has come in for a test because she is concerned about her weight. The test results show that her percent body fat is about average, but her aerobic capacity is below average. Linking aerobics and weight control would be far better than linking aerobics and cardiorespiratory endurance. In other words, when interpreting her results, the tester would highlight the percent-body-fat and aerobic aspects of the test, and explain them in terms of weight control. With this link firmly established, this participant will be more willing to take on activities to improve her aerobic fitness than might otherwise be the case.

The more closely you can link test results to participants' goals, the more likely participants will be to hear your recommendations and act on them.

Tips

Summary of Learning Points for Stage One

Step 3: Conducting the test

The testing period can be a useful time for gathering and exchanging information. Participants often want to know what each particular test measures and what kinds of activities are related to their performance of it. Questions such as these can tell you quite a bit about the person and give you an opportunity to establish a trusting relationship. As well, participants often make revealing comments as they go through the test.

These comments can be used as leads later, during the action-planning step:

(Participant's comments during the test)

(Appraiser's response during action-planning)

(Participant's comments during the test)

(Appraiser's response during action-planning)

It is important to remember that as an appraiser you are gathering information from the moment the participant walks through the door.

Step 4: Interpreting the results

It is essential for appraisers to explain results in a way that participants understand. You need to make the interpretation of results clear by speaking to each participant's need, level of interest, and understanding.

Tips

Step 5: Discussing the participants' activity preferences

This step is often overlooked in fitness appraisals. It is not enough to prescribe exercises based on test results. If participants are not
interested in pursuing particular activities, they won't stick to them for very long.

There are several ways to obtain information about participants' interests and preferences. One method is to use a checklist of sport and recreation activities.

Another is to ask open-ended questions such as the following:

For practice, make up questions and try answering them yourself or have a friend answer them to check their open-endedness and utility. If you get (or give) any yes/no responses, your questions are not exploratory and need to be refined.

Summary of Learning Points for Stage Two

Step 6: Matching activity preferences with test results

At this point, the appraiser and the participant have the following data:

In cases such as the following it will be easy to match these elements:

GOALS
  • more energy
  • lose weight
ACTIVITY
PREFERENCES
  • tennis
  • swimming
TEST RESULTS
  • below average aerobic capacity
  • above average percent body fat
In other cases, it will be much more difficult:
GOALS
  • more energy
  • lose weight
ACTIVITY
PREFERENCES
  • bowling
  • gardening
TEST RESULTS
  • below average aerobic capacity
  • above average percent body fat

When matching elements is not easy, appraisers need to impart their knowledge about fitness in a helpful way, allowing participants to make their own decisions.

Tips

If participants think of you as their expert rather than their counsellor, they can trap you into a dialogue such as the following:

(Appraiser)

(Participant)

  • Why don't you take up jogging?
  • Yes, I know I should,but I don't like running.
  • Why don't you try walking?
  • Yes, I would like to,but my neighbourhood isn't safe.
  • Why don't you bicycle?
  • Yes, that's a good idea, but I can't afford a bicycle right now.

The result is often frustration for you and no action on the part of the participant.

Ask open-ended questions, such as the following:

Step 7: Designing a program

This last step is effective when carried out in a specific, concrete way.

The following worksheet is an example of a concrete format that simplifies the planning process:

ACTION-PLANNING WORKSHEET


GOAL: to lose 22.0 kg


ACTION STEPS:
  • Go for a half-hour walk at lunch time.
  • Cut out night-time snacks.
  • Join exercise class Tuesday evenings.
  • Read a book on nutrition.
  • Cut down the size of portions and no seconds!


TIME FRAME: 3 months (December 24)

SUCCESS INDICATORS:

  • Mass 264 kg
  • percent body fat, 23%

A less structured approach would be to simply help a participant identify the action steps needed to achieve the stated goal. For example, if the goal is to play squash three times a week, have the participant think ahead to signing up for lessons, and perhaps entering competitions.

Contingency Plans

In designing a program, the action steps can prove to be further barriers to a participant's becoming active unless contingencies that might stand in the way of implementing them are discussed in detail. When participants can identify these contingencies and plan for them, their chances for success are greatly increased.

(Appraiser)

(Participant)

  • Your goal is to play squash three times a week. Can you think of anything that might prevent you from getting started?
  • I might not get out to buy a racket.
  • What are you going to do about it?
  • I'll go to the pro shop on my way out today and buy one.
  • Anything else that might might sabotage your plans?
  • I might not be able to afford the lessons.
  • Can you think of any way around that?
  • I could cancel a weekend trip I was planning.

Check-ups

No program is complete unless it includes a set time for checking up on the participant's measure of success. This can be an opportunity for you to suggest rewards for achieving any part of the goal perhaps new clothes or a night on the town. As well as reinforcement, it can also be an opportunity for you and the participant to take stock of further possibilities for a healthier lifestyle in the future.

Tips

Frequently, several tests are scheduled back-to-back, so that the time you can spend with any individual is limited to thirty or forty-five minutes. Because of the rush, you might tend to concentrate on getting through the test and writing the action plan as quickly as possible and not spend enough time on counselling and building up a relationship.

The tips below will help you to use your time efficiently without penalty to the participant.

Tips

Summary of Learning Points for Stage Three

III. Summary of Learning Points

During the fitness appraisal process:

PART IV
Problem Types


Four Problem Types: What Can You Do?

Generally speaking, participants who are difficult to deal with fall into one of four groups. One group is made up of perennial quitters, another of people who won't talk, and a third of people who consider themselves experts. The fourth group is made up of individuals whose needs keep recurring, like a diner who keeps eating but always feels hungry. Following are some exercises and practical suggestions for dealing with each type.

The Quitter

In the course of discussions with this person, you discover a whole history of starting and quitting programs. The classic quitter thinks that nothing will really work and doesn't expect you to be able to help either.

Finding out that you have a quitter on your hands tempts you to end your efforts at once. You wanted to help the person become active again, but now you can't see how you can be successful when so many others have failed. Instead of ending your efforts, this discovery should spur your creativity and open a whole area of tactics that might bring about the change you're looking for.

Before going further, try to think of what these tactics might be and fill in your answer:

QUESTION: What tactics would you use with a quitter?

ANSWER:__________________________________________

_________________________________________________

_________________________________________________

 

Because each quitter is different in some way, there can be no single magic solution. However, the following suggestions and tips will help you meet each situation positively.

Suggestions

Use your skills in listening and questioning to find out the person's real reason for wanting to quit. Perhaps there is a problem of cost or scheduling. Perhaps the activities selected were wrong for some reason; they might be boring, too hard, or painful.

Perhaps the participant's reason is simply the fear of failing - after all, if you don't try as hard as you can, you can't say you failed absolutely. On the other hand, the decision to quit may have something to do with you or some other person. Look at the occasion as a golden opportunity to do some real problem-solving, and remember that significant changes in attitude or behaviour take time and usually involve some kind of struggle.

Tips

The Person Who Won't  Talk

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This person just won't give you any information, no matter how unthreatening your manner. The reason for such unresponsive behaviour might be nerves, but it also might be the person's essential nature. In either case, your first job is to draw the person out.

QUESTION: What tactics would you use for a person who won't talk?

ANSWER:__________________________________________

_________________________________________________

_________________________________________________

Suggestions

People who won't talk usually feel insecure. Therefore, creating a relaxed environment is critical. Once again, attentive listening and skillful questioning are important factors in bridging the gap between you. As well, showing your personal interest and support will help, so long as you are honest and sincere: don't fall into the trap of trying to please too much. That will just cause the participant to try to please you and deflect energy from the real task, which is to open up. Another pitfall to beware of when dealing with this type is "Why don't you?/Yes but" dialogue. If you find yourself caught in it, you'll know that your role has been misinterpreted.

Tips

The "Expert"

People who seem to know all the answers - or want you to think that they do- may be covering feelings of insecurity or they may be among those overconfident souls who really believe that they are always right. Whatever the case, they often react with indifference, disagree with you, and confront you constantly. Handling an expert takes a great deal of professional poise.

QUESTION: What tactics would you use for an expert?

ANSWER:__________________________________________

_________________________________________________

_________________________________________________

Suggestions

Don't allow yourself to be drawn into a contest to see who is right or who knows more. Winning the contest will produce the same negative result as losing it. By listening with an uncritical ear and remaining objective you will be far more likely to move the participant toward change. Keep the focus on problem-solving and goal-setting, but don't push or you'll set the stage for unnecessary resistance.

Tips

The Participant with Recurring Needs

This type is easy to identify. People who are always around you and always ask questions usually ones that you have answered before-fall into this group. When dealing with this type, it is natural to start feeling annoyed and to wonder why you should bother answering yet one more time. When you already feel this way toward someone who subsequently shows up for a fitness appraisal, you need to call upon some special problem solving skills.

QUESTION: What tactics would you use for a person with recurring needs?

ANSWER:__________________________________________

_________________________________________________

_________________________________________________

Suggestions

People who behave this way are really seeking your approval, and they want to be reassured of it over and over again. You may have to face the fact that a confrontation is in order, but before taking this step, you should reassess your role in the relationship. Have you done enough of the right things to encourage this participant? Have you discouraged the person unintentionally? Have you tried unambiguous and precise means of undercutting just the objectionable behaviour? Before challenging the person in a wholesale fashion, you must decide if making an issue of it is worth the time and energy.

Tips

 

PART V
A Case Study


Judy

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This case study of a young woman will give you an opportunity to work through the seven steps of the appraisal process, applying the counselling techniques described in Parts One through Four. The format has been designed to let you compare your understanding of the style with that of a fitness counsellor skilled in the lifestyle approach. Answer the questions first, then read the comments and sample dialogues and decide whether you want to change your response in any way. The comments and accompanying dialogues are not exhaustive. They leave plenty of room for your own creativity, but they do function as a general guide to tone and style.

Judy's Background

Judy decided to start an exercise program again because she found that holding down a job as sales representative for a large pharmaceuticals firm and looking after her two children, aged eight and ten, makes her feel very fatigued. She was in a program seven years ago - an exercises-to-music class - but she quit and has since taken up smoking (a package a day) and has gained weight.

Counselling Judy: Applying the Skills

Judy has just arrived for her fitness appraisal. She is quite friendly and has already started the conversation. She says that she is looking forward to getting started on a program, yet she seems a little nervous.

Step 1: Put the participant at ease
QUESTION: What would you do to make Judy feel comfortable?


ANSWER:_________________________________________________

________________________________________________________

________________________________________________________

Comments

Whether it shows or not, most people have some feelings about being tested. Speaking to them briefly before the test enables the appraiser to find out what these feelings are and creates a more personal atmosphere. Putting them at ease is then a much simpler task.

Sample Dialogue

(Appraiser)

(Judy)

  • How are you feeling about doing the test?
  • I guess I'm a little nervous.
  • About what?
  • I'm not in very good shape and I don't think I'll do very well.
  • I'm glad you told me.
    It sounds like you think you might fail.
  • Yeah.
  • Actually, you can't fail this test. It simply gives you a starting point for your program.
  • Okay.
  • (While doing the test) What do you know about fitness programs, Judy?
  • Well, I was in an exercises-to-music class once, but that was seven years ago. I' m not nearly as strong as I was then.
  • You're not worried about pushing too hard, are you?
  • Actually, yes.
  • Well, relax and do the best you can. We can stop for a while any time you're feeling uncomfortable.
  • Great!

 

Step 2: Establish the participant's fitness goals
QUESTION: How would you find out why Judy wants to start a program and what she hopes to accomplish by having a fitness test? What helping style would you use?


ANSWER:_________________________________________________

________________________________________________________

________________________________________________________

 

Comments

Although everyone has a reason for wanting to be tested, not all are aware of what it is. If both the appraiser and the participant are not clear about this reason, goal-setting and the follow-up program will have less direction and less meaning.

Sample Dialogue

(Appraiser)

(Judy)

  • You mentioned that you used to take an exercise class. Did you enjoy it?
  • I sure did. It was fun and it helped keep up my energy.
  • Is increased energy  what you're hoping for this time, too?
  • Yes.
  • What other goals do you have?
  • I'd like to feel good and lose some weight too.
  • You'd like to increase your energy level, feel good, and lose weight. Is that right?
  • Right!

 

Step 3: Conduct the test


Judy's Test Results


Rating

Age - 38 years


_____________________

Percent body fat - 28.6%


_____________________

Strength - 64 kg


_________________

Endurance-situps - 14


_____________________

pushups - 16


_____________________

Trunk flexion - 22 cm


_____________________

Aerobic capacity - 30 ml/ Kg/min


_____________________



QUESTION: What strategies would you have used to make the test seem less cold and impersonal to Judy?


ANSWER:_______________________________________________________

______________________________________________________________

_______________________________________________________________

Comments

This portion of the test can distance the participant if it becomes too technical. Maintaining good eye contact, explaining the importance of each test component in lay terms, and commenting on the participant's performance in a friendly way are all important in keeping things light and pleasant. This period is also a good time for gathering more information about the participant's lifestyle.

Sample Dialogue

(Judy)

(Appraiser)

  • Good Lord! What are those things for?
  • They're for finding out your percent body fat. Aside from feeling a little cold, they don't hurt at all.
  • That's good news.
  • It looks like you have a little excess around your middle.
  • Ugh! You had to notice, didn't you! Yes, that's my worst place.
  • It's interesting how heredity puts it on everyone differently, isn't it?
  • Heredity! Does that mean I can't get rid of it?
  • Yes, you can get rid of it. Your basic shape will always be pretty much the same, though.
  • I guess that's why I look like my mother instead of Sophia Loren. I wonder if my kids will put it on in the waist, like me.
  • It depends on how active they are. What kinds of activities does your family do together?

 

Step 4: Interpret the results
QUESTION: Knowing that Judy wants to increase her energy level, feel good, and lose weight, how would you link her goals and test results in your explanation to her?


ANSWER:_________________________________________________

________________________________________________________

________________________________________________________

Comments

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Some participants' results show that they are in good shape and that their goals are unrealistic. These people are looking for answers to problems that can't be solved through physical activity. However, Judy's test shows just the opposite: several areas need improving and her goals are achievable:

 

Judy's fitness goals

Links to test results



1. To increase energy
  • percent body fat
  • flexibility
  • aerobic capacity
2. To feel good
  • same as above
3. To lose weight
  • percent body fat
  • aerobic capacity

Though Judy is realistic about her goals, she still needs to be told that she can do something to achieve them. Being clear about that is excellent reinforcement for her continuing motivation.

Sample Dialogue

(Appraiser)

 

(Judy)

  • Here are your test results, Judy. As you can see, all areas that you were concerned about show up as needing improvement. For example, your percent body fat is above average for a woman of your age.
  • You can say that again!
  • That bothers you, does it?
  • Yes it does.
  • Your aerobic capacity - that's your ability to get energy from your heart and lungs - is below average. If you improved this area, you would not only have more energy, but you would lose weight.
  • That sounds like the ticket! Just what I'm looking for. What about the other scores?
  • Okay, I'll explain them now.
                         
Step 5: Find out the participant's activity preferences and interests

QUESTION: How would you help Judy select her activity preferences? What helping style would you use?


ANSWER:_________________________________________________

________________________________________________________

________________________________________________________

 

Comments

All participants are enthusiastic enough to want to know how they can improve their scores and achieve their goals. However, it is essential that their motivation remain high after leaving the fitness appraisal. Therefore, selecting activities that fit their lifestyle and interests is a critical step. Although they need guidance, they must choose the activities themselves. Using an inventory such as the one included in Part Six can make this task easier, especially for participants who claim to have no preferences. Usually, these people do know what they want to do but are unsure about whether their choices are acceptable.

Sample Dialogue

(Appraiser)

 

(Judy)

 

  • What activities are you interested in, Judy?
  • I like exercise classes to music.
  • Good. What else?
  • I wouldn't mind swimming.
  • Good. Tell me more. In fact, let's make a list of all the activities that interest you. Here are some ideas to help you.
  • Wow! There sure are a lot of things to do. I'm not sure I can do any of them.
  • Have you done any of them in the past?
  • Yes, I used to cross-country ski, and I've done some curling.
  • Do they interest you now?
  • Yes, they do. I'll have to talk to my husband and children about this!
Step 6: Matching the test results and activity preferences

QUESTION: What connection do you see between Judy's preferences and her test results? What helping style would you use?


ANSWER:_________________________________________________

________________________________________________________

________________________________________________________

Comments

Having discovered a participant's interests, the appraiser should discuss these alternatives in relation to the test results. It is often tempting to downplay activity choices that will not bring about any significant improvement in fitness levels. However, the appraiser's role is to provide information, not make the decisions. Having given a participant the facts, the appraiser has done all that can' be done for the time being. When participants make their own choices, they are more likely to stick to them. Further change remains a possibility for the future.

Sample Dialogue

(Appraiser)

 

(Judy)

 

  • To summarize, you said your interests are fitness classes to music, swimming, curling, and cross-country skiing. Right?
  • Right.
  • And you need to improve your aerobic capacity and reduce your percentage body fat. Right?
  • Right?
  • Well, fitness classes, swimming, and cross-country skiing will accomplish both for you as long as you do them at least three times a week for at least fifteen or twenty minutes. Of course, you'll have to work at it, but not to the point of exhaustion.
  • You mean I could do each one once a week for twenty minutes and I would lose weight?
  • Yes, that's right. Now, about the curling...
  • Oh, yes. What will that do?
  • Well, it won't do much for your weight and nothing for your aerobic capacity. It's better for improving arm and leg strength.
  • Do you mean I shouldn't bother with it?
  • Not exactly, Why did you suggest it?
  • Well, I remember doing it in high school and it was a lot of fun . It's something my husband and I could do together, too.
  • I see, kind of a family recreation activity.
  • Yes, we could do it in addition to my fitness program.
  • That sounds like a good idea. Will all of that fit into your schedule?
  • Yes, I think so. I could take an exercise class during my lunch break a couple of times a week, and go swimming after work. We could ski and curl together in the winter on weekends.
  • Good. Now, perhaps we should look at your diet and see if there are some changes you could make there as well.
  • Yes, and I know what they are!

 

Step 7: Design a program

QUESTION: How would you approach the issues of getting started and ensuring Judy's continued participation?


ANSWER:_________________________________________________

________________________________________________________

________________________________________________________

Comments

Although participants know what they need to do to improve their level of fitness and accomplish their goals, they need a concrete plan of action to follow. By discussing a starting date, participants are forced to anticipate all the possible barriers to getting a program underway. The discussion should include a definite day and time of day, but the emphasis should be placed on what will happen rather than when it will happen - a small but significant shift in attitude. In addition, established methods of reinforcing desirable behaviour should be used. These include follow-up appraisals to measure progress, self-contracts, progress charts, and treats. These strategies help maintain motivation over the long term.

Sample Dialogue

(Appraiser)

 

(Judy)

 

  • When do you plan on starting, Judy?
  • Monday.
  • What arrangements do you have to make?
  • I have to let my husband know I'll be a little late, and I have to dig out my bathing suit. I'll buy my membership when I get there.
  • Good! You'll probably want to know how you're doing from time to time. Is that right?
  • Yes. I would like to know if what I'm doing is working.
  • For starters, here is a chart to help keep you on track. I'll explain how you use it.

 

DATE ACTIVITY DIET COMMENTS WEIGHT
Sept. 7 swimming 1800 calories
  • swimming felt good, refreshing
  • shouldn't have
    had dessert
58 kg

 

(Appraiser)

 

(Judy)

 

  • Will this be helpful?
  • Yes. Just by being aware I seem to do better.
  • Good. Why don't we set up a date for another fitness appraisal in four months to see how you are doing.
  • Okay. That will give me something to aim for.

NOTES

_________________________________________________________________________________________

_________________________________________________________________________________________

_________________________________________________________________________________________

_________________________________________________________________________________________

 

PART VI
Sample Tools of Lifestyle  Counselling


Lifestyle Questions

A lifestyle approach to fitness counselling requires using different types of questions for different jobs. Closed questions are those that seek yes/no answers. Although they are effective for getting a participant's agreement or commitment to a plan of action, their general utility in the counselling process is limited. The following questions are open-ended. They allow a participant to answer freely and more fully, and are therefore the most effective type for gathering information about lifestyle. The questions have been grouped according to the specific type of information being sought.


Types/level of current activities

1. Tell me, what do you do now to keep fit?

2.What about recreation - swimming, hiking and walking, table tennis, touch football, and so forth?

3. How would you describe the consistency of your participation in these things?

4. Some people are physically active in the work they do at home and at their jobs. What about you?

5. How would you describe your level of fitness now?


History and duration of activity

1 . How long have you been doing these activities?

2. How did you get started?

3. What's been your longest period of regular activity?

4. What stages did you go through to get to your current level of activity?


Pattern of activity

1 . What were your reasons for wanting to become active? What about now?

2. How frequently are you active?

3. Where do you go to do these activities?

4. Who do you like to be with when you're doing them? (Or who would you like to be with?)

5. How much a factor is the seasons in your choice of activity?

6. What impact does your choice of activities have on other aspects of your life?

7. What do you like or dislike about your choice of activities?


Support system (family life, social life)

1 . What does your spouse or mate think about your being (or becoming) active?

2. What about your children?

3. What do your friends think?

4.Taking up a new activity often means joining a club and meeting new people. How do you feel about that?

5. How do you see your friends and family helping you or co-operating with you?


Goals

1. What are your reactions to the test results? Any surprises?

2. What struck you as being the most important result?

3. What were you expecting to get from being tested?

4. When you leave here, what are you hoping will happen?

5. What do you need to have that happen?


Lifestyle - Inventory Worksheets

The task of translating a participant's problems into a goal and plan of action to which he or she will feel committed can appear to be overwhelming. When time is of the essence, it is natural to try to bypass the discussion and negotiation called for by the lifestyle counselling process and force a solution, appropriate or not. Using materials such as the following increases the efficiency of counselling time and helps ensure that the resulting action plan is the one the participant wants.

Guide participants through the process of completing each form step by step:

A. Inventory of Lifestyle Needs and Activity Preferences

B. Self-Contract

C. Lifestyle Information Questionnaire

Inventory of Lifestyle Needs and Activity Preferences

Your lifestyle is a matter of your personal needs, expectations, and tastes. This inventory has been designed to help you discover what makes you feel good about yourself and what physical activities can contribute to that feeling. Check the items that describe your leisure-time needs, and your activity experiences and preferences.

Part 1: Needs

I feel it is important to me to ...

 

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like the people I'm with

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be in a group

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be independent

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get to know other people well

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have the other people like me

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be physically active

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use my imagination

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create something

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find the activity challenging

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feel safe and secure

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try something new and different

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be myself

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use my talents

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improve myself and my skills

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accomplish something

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relax

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spend time with my family

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release energy

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have common interests  with other people

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be able to contribute something to a group

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meet many new people

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be a leader

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feel confident

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learn something

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be in pleasant, attractive surroundings

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be alone

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have a structured activity

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be able to do things at the last minute

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follow rules

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be praised

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have fun and enjoy myself

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release frustration

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take a risk

 

If there are any other things that are important to you, write them below.

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

________________________________________________________________________

Part 2: Activities

Have
done
Would
like to do

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walking

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volleyball

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basketball/softball

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baseball

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broomball

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floor hockey

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ringette

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coaching

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table tennis

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swimming

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hockey

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golf

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curling

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skiing (downhill)

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skiing (x-country)

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jogging

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bicycling

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canoeing

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horseback riding

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football

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archery

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target, rifle, skeet shooting

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bowling

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skating

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dancing

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calisthenics

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dancersize

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exercise to music

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fencing

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handball

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racquetball

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squash

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judo

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karate

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boxing

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hiking

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orienteering

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rowing

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weight training

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soccer

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snowshoeing

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camping

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walking in parks

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gardening

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hunting

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fishing

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other (specify)

 

Part 3: Preferences

Write the three most important of the needs you checked off in Part 1. Beside each, write the particular activities from Part 2 that will help to meet that need. (For example, if your most urgent need is relaxation, you might choose walking in parks, camping, and golf as potentially the most fulfilling for you.)

 

Needs

Activities


1. ________________________________

 

 


________________________________________

__________________________________________

 


2. ________________________________

 

 


__________________________________________

__________________________________________


3. ________________________________

 

 

 


__________________________________________

__________________________________________

SELF-CONTRACT

1 . My fitness goal is:

_________________________________________________________

_________________________________________________________

 

2. What I would need to change to achieve it is:

_________________________________________________________

_________________________________________________________

 

3. What I am willing to do to make it happen is:

_________________________________________________________

_________________________________________________________

 

4. Others will know about the change I am making when:

_________________________________________________________

_________________________________________________________

 

5. I might sabotage my plan by:

_________________________________________________________

_________________________________________________________

 

6. Therefore, my contract to myself is:

_________________________________________________________

_________________________________________________________

 

7. Check-updates:

_________________________________________________________

_________________________________________________________

 

 

Signed: _________________________________________________

(Participant)

        _________________________________________________

(Counsellor)

 

Bibliography

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Smoking in 20 Days. 1980.

American Lung Association. A Lifetime of
Freedom From Smoking. 1980.

Avila, D. et al., The Helping Relationship
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Berne, E. Games People Play. New York:
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Carkhuff , R. Helping People Change. New York:
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Corbin, C. Nutrition. New York:
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Dychtwald, K. Bodymind. New York: Jove, 1978.

Egan, G. The Skilled Helper. Monterery, CA:
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Eisenberg, D. and Delaney, D. The Counselling
Process. Chicago: Rand McNally, 1977.

Freudenberger, H. Burnout. New York:
Anchor, 1980.

Gordon, T. P. E. T. in Action. New York:
Wyden, 1976.

Gormier, N. Interviewing Strategies for Helpers.
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Ivey, A. Microcounselling. Springfield: Charles
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James, M. and Jongeward, 1. Born to Win.
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Johnson, D. Reaching Out. New Jersey:
Princeton-Hall, 1972.

Kopp, S. If You Meet the Buddha on the Road,
Kill Him! New York: Bantam, 1976.

Lazarus, A. Behaviour Therapy and Beyond.
New York: McGraw Hill, 197 1.

Lowen, A. Bio-energetics. New York:
Penguin, 1975.

Lowen, A. The Way to Vibrant Health: New
York: Harper, 1977.

Pelletier, K. Holistic Medicine. New York:
Delta, 1979.

Pelletier, K. Mind as Healer, Mind as Slayer.
New York: Delta, 1977.

Rogers, C. On Becoming a Person. Boston:
Houghton, Mifflin, 1951.

Ryan, R.S. and Travis, J.W. Wellness Workbook.
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Steiner, C. Scripts People Live. New York:
Bantam, 1973.

Stuart, R., Davis, B. Slim Chance in a Fat World.
Champaign, Illinois: Research Press Company, 1972.

 

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