PN-Level-1-Complete-Forms-package
PN-Level-1-Complete-Forms-package
OF NUTRITION
AND COACHING
THE
Forms
FOURTH EDITION
Krista Scott-Dixon, PhD; John Berardi, PhD, CSCS; Brian St. Pierre, MS, RD, CSCS;
Helen Kollias, PhD, CSCS; Camille DePutter
Editing: Krista Scott-Dixon, PhD, Rachel Bell, Erin Weiss-Trainor, MSc
Printed 2019
www.precisionnutrition.com
PRECISION NUTRITION FORMS | Introduction When to use the forms
The best coaches are always gathering, analyzing, and using data to make informed, outcome-based decisions.
The assessment forms in this package will help you get to know your client better, and help you make better, evidence-
based decisions about your coaching strategy.
• Physiological indicators
This includes blood work, other lab tests, digestive function, and immunity
• Body composition and measurements
This includes height, weight, body girths, lean mass, and body fat
• Other health needs
This includes known allergies or food intolerances, medication use, other health problems, and the other health care
providers they work with
• Function and physical capability
This includes mobility, daily-life tasks, and athletic performance
PRECISION NUTRITION FORMS | Introduction When to use the forms
• Social factors
This includes social support, stress, and relationships.
• Lifestyle factors
This includes how often they see the doctor, whether they smoke, how they spend their time, and how their kitchen is
set up.
Ask the client to fill it out beforehand if possible and bring it to your first session together. Filling out forms in advance
gives them time to think and remember details.
At that first session, discuss their responses with them. Look for more information, and try to understand their situation
as much as you can. Going through the forms together gives you both an opportunity to fill in any gaps and make sure
you’re both on the same page.
A good initial assessment helps you match your coaching plan to what the client can actually understand, manage, and
do. This ensures that your clients go steadily from success to success, rather than swinging wildly from resistance to
anxiety to failure.
The initial assessment also helps you to give clients an objective appraisal of what and how they’re doing, helps you
identify clients who are at risk for illness and / or injury, and helps you determine if you need to refer a client out, either
because they fall outside your scope of practice or because the relationship would be a mismatch (remember, referring out
is an important and valuable option).
After the first session, if you feel like the Initial Assessment and Triage Questionnaire raises some additional questions
you’d like to answer immediately, use some of the questionnaires and worksheets included here. These may help you:
• ensure that your client is able to execute any tasks you give them; and / or
• focus on a particular area of interest, such as past / current health problems, sport nutrition, readiness for change,
planning and time use
Keep in mind:
The “coach version” is like a teacher’s guide to a classroom textbook. It explains what the form is used for, how to talk
about the form with your clients, and why you might ask for certain types of information from your clients. Coach versions
have the symbol C.
The “client version” is what your clients will see. Simple, to the point, only asking what’s needed for each
C topic. You can give these to your client to fill out at home and bring to your sessions.
We suggest you review the “coach version” of each form before handing the “client” version out. This will help you
feel ready and able to explain each form. This will, in turn, help your clients better understand what you’re hoping to
accomplish and “buy in” to the process.
PRECISION NUTRITION FORMS | Introduction When to use the forms
It’s also not about being perfect or having all of the answers. You will make mistakes. So long as you coach ethically
and professionally within your scope of practice, then these mistakes usually won’t harm the client. If you keep a growth
mindset, mistakes will only make you a better coach.
As always: These are just guides and suggestions. Adapt and make them yours.
Give the client any forms you want them to complete beforehand.
E.g., Initial Triage & Questionnaire, legal waivers, etc.
Let them know what they might reasonably expect as part of the normal process of change and coaching, and that
you’ll deal with those together.
For instance, “Sometimes you may have challenges as you learn. That’s completely normal. We’ll address those
things together as a team, as they come up.”
Encourage them to ask any questions or raise any concerns they may have.
Step 1: Assessment
Get to know who your client is, what they value, and what their life is like.
Ask open-ended questions; learn the story of what brought them here.
Find out what they’re ready, willing, and able to do to reach their goal right now.
Worksheets and resources you can try:
• Want-Willing-Won’t Worksheet
• Push-Pull Habit Anxiety Worksheet
• Ready, Willing and Able Worksheet
Listen actively, and try to reflect back and confirm what you are hearing.
Do not give advice at this stage. Listen ONLY.
Propose ideas for next steps that move the client towards those goals.
Try using one or more of these resources for ideas and guidance:
• Goal > Skills > Practices > Small Daily Actions framework
• Limiting Factors, Advantages, and Next Actions worksheet
• From Goal to Action worksheet
• Make it an Action worksheet
• Level 1 Skills, Practices, & Troubleshooting Cheat Sheet
Assess how ready, willing, and able they are to consistently do this task.
You can simply ask, or use the Ready, Willing, Able worksheet.
If needed, shrink the task down to a simpler version until you get 9/10 confidence.
(Optional) Provide any resources that could help the client do the task.
E.g. PN Plates; Hand-Sized Portion Guide, shopping lists, etc.
(Optional) Provide any forms necessary to reflect on the assigned task before the progress check.
E.g. Looking Back, Looking Ahead worksheet; Meal Consistency Worksheet, etc.
PRECISION NUTRITION FORMS | Introduction When to use the forms
Let them know what they might reasonably expect as part of the normal process of change and coaching.
Encourage them to ask any questions or raise any concerns they may have.
Has doing this task moved your client closer to the results they want to see?
Explore together: What do the data you’ve collected suggest about what you might try or do next?
PRECISION NUTRITION FORMS | Introduction When to use the forms
Review: Was progress moving in the right direction? Do you both feel confident in sticking with the initial plan?
If yes to both, keep going. If no to either, work with your client to brainstorm the next task and/or strategic direction:
• Add a new action.
• Change the original action.
• Shrink the original action.
• Make the original action more challenging.
• Return to the 5S and Goals > Skills > Practices > Actions framework to create a new plan, or adjust the
previous plan.
Assess how ready, willing, and able they are to consistently do this task.
You can simply ask, or use the Ready, Willing, Able Worksheet.
If needed, shrink the task down to a simpler version until you get 9/10 confidence.
(Optional) Provide any resources that could help the client do the task.
E.g. PN Plates; Hand-Sized Portion Guide; Shopping lists, etc.
(Optional) Provide any forms necessary to reflect on the assigned task before the progress check.
E.g. Looking Back, Looking Ahead worksheet; Meal Consistency Worksheet, etc.
PRECISION NUTRITION FORMS | Introduction When to use the forms
Initial Client
Session: Step 1
Initial Assessment Use Goal Eating Athletic / sports Quality Social support Past or current
& Triage form appropriate clarification behaviors nutrition of eating habits and household health problems
assessment
Enough data N forms; collect 5 Whys Emotional Athletic 1: Eating Habits Social Support Medical History
for now? only the data Eating Journal Nutrition Needs & Present
Ready, Willing, Able 2: How Food Feels; Kitchen Set-up
you need Eating Behaviors Athletic Medical Condition
right now. Want-Willing-Won't Behavior Awareness;
Y Journal Nutriton Journal
Meal Consistency
3: 3-Day Diet Record
Planning and Stress Readiness
time use and recovery for change
Planning & Time Use Stress & Recovery Ready, Willing, Able
Sphere of Control Sphere of Control Want-Willing-Won't
Want-Willing-Won't
Keep it simple.
Move to Step 2: Use as few forms as possible. Gather
Understand Use Goal Social support Readiness
and explore appropriate clarification and household for change only the information you need right
assessment
Enough data N forms; collect 5 Whys Social Support Ready, Willing, Able
now.
for now? only the data
Ready, Willing, Able Kitchen Set-up Want-Willing-Won't
you need
right now. Want-Willing-Won't Push-Pull- Have a conversation first.
Y Habit-Anxiety
Use the forms to open up a
Move to Step 3:
Strategize and
discussion with your client. Ask
Use Possible Coaching plan
plan next steps appropriate ideas sketch for more explanation about their
assessment
Enough data N forms; collect Level 1 Skills, Limiting Factors, answers, or “Tell me about…”
for now? only the data Practices & Advantages
you need & Next Actions
right now.
Troubleshooting Address one thing at a time.
Y Red-Yellow-Green From Goal to Action
Make It A Habit
4 Circles
Collaborate with your client on setting
Move to Step 4: priorities and deciding what is most
Choose one next
action step Use Ready, willing Helpful take-home Behavior tracking important to work on.
and test it appropriate and able guidance or progress
assessment reflection
Enough data N forms; collect Ready, Willing, Able
Make outcome-based decisions.
for now? only the data Hand-Sized Looking Back,
you need Portion Guide Looking Ahead Decide what to do next based on the
right now. PN Plates Meal Consistency
Y
PN Infographics Coaching Feedback evidence and information you have.
Food Shopping Lists
Sleep &
Recovery Ideas
Ideas for Movement
Progress Check:
Step 5:
Observe and Use Action Body composition Quality of Eating Clarity Other food journals
monitor appropriate consistency or weight change eating habits behaviors or worksheets
assessment
Enough data N forms; collect Looking Back, Body Measurements 1: Eating Habits Emotional Red-Yellow-Green Eating Behaviors
for now? only the data Looking Ahead Eating Journal
2: How Food Feels; Want-Willing-Won't 80% Full
you need Meal Consistency Eating
right now. Behavior Awareness; Behavior Awareness Eating Slowly
Y Behaviors Journal
Meal Consistency The Hunger Game
3: 3-Day Diet Record All-or-None
Worksheet
Move to Step 6:
Analyze and Use Ready, willing Helpful take-home
evaluate appropriate and able guidance
assessment
Enough data N forms; collect Ready, Willing, Able Hand-Sized Portion
for now? only the data Guide
you need
right now. PN Plates
Y PN Infographics
Food Shopping Lists
Sleep & Recovery
Ideas
Ideas for Movement
PRECISION NUTRITION FORMS | Introduction When to use the forms
WORKSHEET, ASSESSMENT,
OR QUESTIONNAIRE WHAT IT’S USED FOR VERSIONS PAGE
Coach resources
Level 1 Skills, Practices & A quick-reference guide to the most common Level 1 fundamentals, and Coach version 18
Troubleshooting Cheat Sheet how to troubleshoot problems with them.
Coaching Feedback Helps you gather immediate post-session feedback from clients to build your Client version 20
Questionnaire coaching relationship and improve your coaching skills.
PN Initial Assessment and Helps you match your coaching plan to what the client can actually Coach version 21
Triage Questionnaire understand, manage, and do. Also helps you to give clients an objective Client version
appraisal of what and how they’re doing, helps you identify clients who are
at risk for illness and/or injury, and helps you determine if you need to refer
a client out.
Athletic Nutrition Needs For understanding a client’s training goals, training volume, current recovery Coach version 41
Questionnaire practices, and current nutrition practices. Client version
Athletic Performance For tracking metrics of performance and recovery and potentially correlating Client version 52
Indicators with other factors, such as sleep or nutrition.
Body Measurements Form For tracking body composition in clients who might benefit from regular Client version 53
(Men) measures.
Eating Habits Questionnaire For learning more about a client’s eating patterns. Coach version 57
Client version
Kitchen Set-up Assessment For highlighting the relationship between a client’s environment and their Coach version 70
food habits. Client version
Level 1 Habit Assessment Enables clients to measure and track their consistency with fundamental Client version 78
behaviors; can also be used to determine whether a client is ready for more
advanced protocols.
Medical History and Provides more detailed information about the client’s overall health. Coach version 81
Present Medical Condition Client version
Questionnaire
PRECISION NUTRITION FORMS | Introduction When to use the forms
Nutritional Level Assessment An in-depth assessment of a client's nutritional level. Coach version 95
Worksheet
ORTO-15 Orthorexia For exploring a client's behaviors and mindset, and opening a conversation Coach version 101
Assessment about orthorexia (see your text for more). Not to be used for clinical
diagnosis.
Sleep Assessment Worksheet An in-depth assessment of a client's sleep quality, duration, and habits. Coach version 103
Client version
Social Support Assessment For showing how social support influences a client’s eating and movement Coach version 111
decisions. Client version
Stress & Recovery For showing patterns of sleep, stress, and recovery. Coach version 117
Questionnaire Client version
Yale Food Addiction Scale For exploring a client's behaviors and mindset, and opening a conversation Coach version 126
about addictive behaviors around food and eating (see your text for more). Client version
Not to be used for clinical diagnosis.
3-Day Diet Record For recording exactly what a client is eating. Client version 134
80% Full Meal Journal For helping clients learn how to eat until satisfied versus stuffed and tracking Client version 138
progress in this area.
Athlete Nutrition Journal For correlating mood, energy, and motivation with dietary intake in hard- Client version 139
training athletes.
Eating Behaviors Journal For capturing a client’s urges, cravings, and behaviors around meals. Client version 140
Eating Slowly Meal Journal "For tracking a client’s meal speed and whether they’re consistently eating Client version 142
and Meal Duration Journal slowly and mindfully. Use Eating Slowly for subjective self-assessment or
Meal Duration for objective self-assessment.”
Emotional Eating Journal For capturing a client’s emotions and thoughts and how they might lead to Client version 144
different food choices.
How Food Feels Journal For capturing a client’s physical sensations (like allergies or intolerances) Client version 146
related to food.
Meal Consistency Worksheet For tracking a client’s consistency with agreed-upon behaviors and practices. Coach version 148
Client version
4 Crazy Questions For helping clients think through the benefits of the status quo and what Client version 151
Worksheet they’ll have to give up to change. (Can also be used as the 2 Crazy
Questions.)
The 5 Whys For exploring clients' deeper motivations. Client version 152
PRECISION NUTRITION FORMS | Introduction When to use the forms
All-or-None Worksheet For helping clients see choices as a continuum versus all or nothing. Coach version 154
Client version
Looking Back, Looking Helps clients celebrate progress and use those successes to set future goals. Client version 156
Ahead
Push-Pull-Habit-Anxiety For identifying what’s pushing clients away from old ways of doing things Client version 159
Worksheet and pulling them towards new things.
Sphere of Control Worksheet For helping clients identify what they have control over… and don’t… to Coach version 160
better manage stress and expectations. Client version
Want-Willing-Won’t For negotiating what clients want, and what they’re willing to do (or not do) Coach version 164
Worksheet for that goal right now. Client version
4-Circle Exercise Links daily actions to outcome and identifies what small task clients can do Client version 167
today to work towards a larger goal.
Behavior Awareness For helping clients change unwanted habits and behaviors (such as stress Client version 168
Worksheet eating).
From Goal to Action Uses the Goals > Skills > Practices > Actions framework to create a Client version 171
flowchart that helps a client work towards a goal, as well as visualize what's
involved.
Ideas for Movement Suggestions for daily movement outside of scheduled “exercise”. Coach version 174
Client version
Limiting Factors, Identifies what blocks a client or helps them take action, and what next Coach version 176
Advantages, and Next actions can be taken based on this information. Client version
Actions Worksheet
Make It an Action Worksheet Allows coach and client to work step by step from a vague initial direction or Coach version 178
discussion towards a concrete action plan. Client version
Planning & Time Use For clients who have problems with time management and prioritization. Client version 183
Worksheet
Ready, Willing and Able For helping establish how ready, willing, and able a client is to make a Client version 186
Worksheet given change. Also helps coaches “shrink the change” to make it more
manageable.
Sleep and Recovery Ideas For helping coaches discuss sleep rituals and stress management. Coach version 188
Client version
PRECISION NUTRITION FORMS | Introduction When to use the forms
Hand-Size Portion Guide A simple guide to calorie control without calorie tracking. Coach version 193
Client version
The Hunger Game For helping clients better tune into hunger and appetite cues. Client version 202
Level 1 Skills, Practices C
& Troubleshooting Cheat Sheet
Use this “cheat sheet” for reference, or to open a coaching conversation about what your client might need or try next.
Practices:
• Establish criteria for “better” Skill: Create a supportive environment
• Eat less processed food Practices:
• Add more whole, minimally processed foods
• Change your environment to help meet your goals
• Experiment, upgrade, and explore
Awesome. That’s
rare and special. Why not?
Celebrate! Review inputs
and outputs
N
Y Y
NAME DATE
As the client, commit to being accountable to yourself. That means checking in and speaking up to ask for what you want and
need, and communicate what you’re observing.
Please be honest. I won’t be offended or upset by anything you share. I really want to know if you feel that you aren’t being
understood or helped, or if there’s something you want to do differently.
Overall experience
THIS SESSION WASN’T THIS SESSION WAS
RELEVANT, USEFUL, EXTREMELY RELEVANT,
OR VALUABLE FOR ME 1 2 3 4 5 6 7 8 9 10 USEFUL, AND/OR
AT ALL. VALUABLE FOR ME.
Form adapted from Session Rating Scale (SRS) in Miller SD, Duncan BL, & Johnson L. Feedback-Informed Clinical Work: The Basics. International Center for Clinical
Excellence, 2012.
NAME DATE
Coaching tips
• You can use this form both for an initial baseline assessment and to track progress periodically.
• Client responses to questions can suggest what areas to work on and track.
• You can also use questions such as the 1-10 numeric scores to track objective progress in particular areas (e.g., “Right
now, how would you rank your overall eating / nutrition habits?”).
Staying in touch
Please print clearly.
Phone
Coaching tips
• Ensure that all contact information is complete and correct.
• Confirm with client how they would like to be contacted, and how often.
Lose weight / fat Improve physical fitness Get control of eating habits
Add muscle Have more energy and vitality Improve athletic performance
Coaching tips
• Don’t take any of these at face value. Clients may change their goals, say what they think you want to hear, think they
want one goal but really want another, and / or simply not have a clear idea of what these categories mean.
• Use these categories as discussion starters. Ask for clarification and help clients explore how they will know when they
reach their goals.
• “When you say ‘improve physical fitness’, what specifically do you mean by that?”
• “When you say ‘get stronger’, is that in a particular exercise? Or just an overall feeling? How will you know when you
are ‘stronger’?”
• “You’ve listed ‘look better’. Is there a particular event you want to look better for, or is this more of a general thing?
What does ‘look better’ mean to you exactly?”
• Revisit this question above periodically to ensure that these goals are still meaningful and important to your client.
• “On [date], you said that goal X was important to you. Does that still feel true?”
How, specifically, would you like your habits, your health, your eating, and / or your body to be different?
1.
2.
3.
Coaching tips
• These two questions above ask your client to start organizing their thoughts, and begin to define:
• You can also ask with compassionate curiosity about why these 3 priorities feel most important and/or urgent —
“Why this, why now?”.
This helps to surface your client’s values, perspective, motivations, and expectations. They may also tell you about a
particular situation or event that prompted them to change.
• Consider using the 5 Whys exercise if you’d like to learn more about your client’s deeper motivations.
• Asking “why” can also help bring up any potential tensions or areas of resistance (e.g., “My doctor says I should
change X, but I’m not sure if I agree.”).
• When these tensions appear, explore them with motivational interviewing.
• If something seems especially urgent, ask more about expected timelines.
• How quickly does the client need / want things to change?
• Is there a deadline (e.g., an upcoming wedding, competition, or other specific event)?
• Ranking priorities can help later on when a client may want to switch goals or do several things at once.
• “Back on [date], you said that goal X was the most important priority for you because reason Y. Is that still true? If
so, then let’s stay focused on that. If not, let’s revisit what is a priority for you now.”
• “Looking at these, focusing on goal X might conflict with focusing on goal Y, because of trade-off Z. If you had to
choose one goal, which one and why?”
Which of those things worked well for you, and why? (Even just a little bit, and even if you might not be doing them right now.)
Which of those things didn’t work well for you, and why not?
Coaching tips
• These questions help you learn more about a client’s general history of health, eating and exercise, as well as how
knowledgeable and / or competent they may be in these areas.
• These questions also offer some coaching opportunities.
• Testing the evidence: “How did those things work for you?”
• This highlights that most fad diets / workouts are ultimately unsustainable. Admitting this can help a client “break”
from previous unhealthy or unworkable options.
• If previous things worked well, these can be “bright spots” and clues about what might help your client (e.g., “I was
most consistent when…”)
• Learning moments: “What did you learn from doing this?”
• If the client is are focused on “what didn’t work”, this can reframe their experiences.
• Affirming the client’s drive, courage, and grit: “What strikes me here is how many times you tried to change. Even
though you didn’t make as much progress as you wanted, you were still trying. That tells me you really want to move
forward with this, and that you’re courageous and persistent.”
• Here, you can reframe “failures” and highlight change potential by pointing out that despite setbacks, the client kept
trying to find solutions.
Coaching tips
• These questions help you and the client identify what actions may be priorities for the client; and / or what the client
feels ready, willing, and able to do right now.
• Keeping the question open-ended and about the potential (“if you were to consider”) encourages the client to think
about change, and to identify what they want to happen, without feeling too much resistance.
• These questions can help the client start to commit to a possible course of action, if they are ready, willing, and able to
do so.
• Many clients have already started to make changes by the time they get coaching. Call this early change out, validate it,
and look for “bright spots” that you can build on.
• If the client suggests several potential changes, talk with them further about which changes might feel most important,
urgent, and / or possible, and why.
Until now, what has blocked you or held you back from changing these things?
Coaching tips
• The client’s answer here will help you understand what forces are acting against change for the client.
• What are their limiting factors?
• What forces are “pushing back” against change?
• This question can also help you find out why the client is considering change now.
• Why this, why now? Why not last month, or next month?
• What happened to bring your client here now?
• Given the forces acting against change, what propelled the client to act?
• Often there is some significant, precipitating event (e.g., an injury, a medical diagnosis, a family member dying or
getting sick). Knowing this can tell you more about the client’s motivation and drive.
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME!!!
Why?
Coaching tips
• Clients often rate their eating / nutrition as better than it actually is. Thus, if the client scores 8 or lower, consider using
the Eating Habits Questionnaire.
• If the client describes behavior that sounds like possible disordered eating / emotional eating, consider using Emotional
Eating Journal as part of a coaching action plan.
5-9 15-19
Coaching tip
If the client indicates 5 or more hours per week, consider using the Athletic Nutrition Needs Questionnaire.
Approximately how many hours a week do you do other types of physical activity? (e.g., housework, walking to work or school,
home repairs, moving around at work, gardening)
5-9 15-19
Coaching tips
• Look for a balance of activities, as well as between activity and rest, intensity and rejuvenation. Is your client getting
enough variety and recovery?
• For clients who want to lose weight or improve nutrient partitioning, look for opportunities to add daily-life activity,
ideally by building on what they already do, for example:
“You mention you walk your daughter to school every day. I’m wondering whether you could take a slightly longer
route home to give yourself a few extra minutes of walking?”
• Explore your client’s attitudes towards and expectations of sports, exercise, movement and activity, for example:
• Are they having fun? Do they know how to play? • What are their expectations for their performance?
• Does activity seem like a chore? • Do they expect exercise will help them lose weight?
• How hard are they driving themselves? Is that expectation accurate?
Do you have children? If yes, how many and what are their ages? Y N
Coaching tips
• Knowing about your client’s household, relationship, and / or family situation will help you understand things like:
• what roles they might play in relation to other people (e.g., caregiver, financial provider);
• what other time and energy demands they might have (e.g., child care, elder care, stay-at-home parent vs. working
outside the home);
• who might be setting the agenda in the household (e.g., “I have to please my kids” or “I’m in charge of menu
planning”); and / or
• how much structure the household might have (e.g., student household with roommates vs. mature family with well-
ordered routines).
• Knowing the specifics of your client’s family situation will also allow you to relate to them as individuals (e.g., Client X is
newly married, Client Y is starting a family, Client Z is a dog lover)
Who does most of the grocery shopping in your household? Check all that apply.
Who does most of the cooking in your household? Check all that apply.
Who decides on most of the menus / meal types in your household? Check all that apply.
Coaching tips
• These questions can tell you more about:
• your client’s skill, knowledge and responsibility around shopping and food preparation; and
• your client’s ability to make choices (real or perceived).
• If any other people are doing the bulk of shopping, cooking, and / or food decisions, consider how to include them in
your client’s coaching program so that they are on board with any changes.
• If the client doesn’t seem to have strong food preparation skills, or if the kitchen / home environment may be a limiting
factor, consider using the Kitchen Set-up Assessment.
Coaching tip
If the client scores 7 or lower, consider using the Social Support Form and Kitchen Set-up Assessment.
Have you have been diagnosed (currently or in the past) with any significant medical condition(s) and / or injuries? Y N
Right now, do you have any specific health concerns, such as illnesses, pain, and / or injuries? Y N
Right now, are you taking any medications, either over-the-counter or prescription? Y N
Coaching tip
If the client answer “yes” to any of these, consider using the Medical History and Present Medical Condition Questionnaire.
On a scale of 1-10, how would you rank your health right now?
WORST 1 2 3 4 5 6 7 8 9 10 AWESOME!!!
Why?
Coaching tip
If the client scores 7 or less, consider using the Medical History and Present Medical Condition Questionnaire.
Adding up all these things, how many total hours per week do you spend doing all these activities?
Coaching tip
Is this how many hours the client prefers to be spending on these activities? If they feels rushed / busy / time pressured,
consider using the Planning & Time Use Worksheet.
On a scale of 1-10, how do you feel about your schedule, time use, and overall busy-ness?
MY LIFE IS MY LIFE IS
PANICKED AND 1 2 3 4 5 6 7 8 9 10 PERFECTLY CALM
INSANE AND RELAXED
Coaching tip
If the client scores 7 or lower, consider using the Planning & Time Use Worksheet as well as Stress and Recovery
Questionnaire.
EXTREME
NO STRESS 1 2 3 4 5 6 7 8 9 10 STRESS
Coaching tip
If the client scores 4 or higher, consider using the Stress & Recovery Questionnaire.
5 hours 8 hours
6 hours 9 hours
Coaching tip
If the client sleeps 7 hours or fewer, consider using the Stress & Recovery Questionnaire.
Coaching tips
• Look for red flags here around coping and recovery methods, such as:
• alcohol or other addictions;
• eating (or not eating);
• high stress levels; and / or
• poor or no recovery methods.
• Consider using the Stress & Recovery Questionnaire if anything pops up.
Coaching tips
• If the client scores 7 or less, use Ready, Willing, and Able Worksheet.
• Consider also using the Limiting Factors, Advantages, and Next Actions Worksheet.
Coaching tips
• Having clear expectations for both coach and client is essential.
• Identify and discuss any potential areas of ambiguity or misfit (e.g., client wants to be contacted daily, but you normally
contact clients weekly).
• The second question not only clarifies what clients are bringing to the table, but emphasizes that the coaching
relationship is largely about the client’s responsibility. You can use this as a jumping-off point to talk about your role as a
guide and facilitator, but not “the boss” or responsible for the client’s participation.
• The second question here can open up a discussion about “ready, willing, and able”.
• Consider using the Ready, Willing, and Able Worksheet here if needed.
Any information provided is not to be followed without prior approval of your doctor. If you choose to use this information without
such approval, you agree to accept full responsibility for your decision.
Client signature:
NAME DATE
Staying in touch
Please print clearly.
Phone
Lose weight / fat Improve physical fitness Get control of eating habits
Add muscle Have more energy and vitality Improve athletic performance
How, specifically, would you like your habits, your health, your eating, and / or your body to be different?
Out of all of the changes you’d like to make, which ones feel most important / urgent?
1.
2.
3.
Have you tried anything in the past (or recently) to change your habits, your health, your eating, and / or your
body? If so, what?
Y N
Which of those things worked well for you, and why? (Even just a little bit, and even if you might not be doing them right now.)
Which of those things didn’t work well for you, and why not?
If you were to consider maybe making more changes to your habits, your health, your eating, and / or your body, what might
those be?
Until now, what has blocked you or held you back from changing these things?
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME!!!
Why?
5-9 15-19
Approximately how many hours a week do you do other types of physical activity? (e.g., housework, walking to work or school,
home repairs, moving around at work, gardening)
5-9 15-19
Do you have children? If yes, how many and what are their ages? Y N
Who does most of the grocery shopping in your household? Check all that apply.
Who does most of the cooking in your household? Check all that apply.
Who decides on most of the menus / meal types in your household? Check all that apply.
Right now, how much do the people and things around you support health, fitness, and / or behavior change?
Have you have been diagnosed (currently or in the past) with any significant medical condition(s) and / or injuries? Y N
Right now, do you have any specific health concerns, such as illnesses, pain, and / or injuries? Y N
Right now, are you taking any medications, either over-the-counter or prescription? Y N
On a scale of 1-10, how would you rank your health right now?
WORST 1 2 3 4 5 6 7 8 9 10 AWESOME!!!
Why?
Adding up all these things, how many total hours per week do you spend doing all these activities?
On a scale of 1-10, how do you feel about your schedule, time use, and overall busy-ness?
MY LIFE IS MY LIFE IS
PANICKED AND 1 2 3 4 5 6 7 8 9 10 PERFECTLY CALM
INSANE AND RELAXED
EXTREME
NO STRESS 1 2 3 4 5 6 7 8 9 10 STRESS
5 hours 8 hours
6 hours 9 hours
Disclaimer
Please recognize that it is your responsibility to work directly with your health care provider before, during, and after seeking
nutrition and / or fitness consultation.
Any information provided is not to be followed without prior approval of your doctor. If you choose to use this information without
such approval, you agree to accept full responsibility for your decision.
Client signature:
NAME DATE
Coaching tips
• Use with “How active are you” section from the Initial Assessment and Triage Questionnaire.
• Be sure to consider other client data, such as age, body composition, sex, and medical history.
• Combine this with a food journal to show exactly what the athlete is eating and when. Also consider combining with
Eating Habits Questionnaire to get the big picture.
e. g . , Recreational hockey On-ice training 2x weekl y , 2 hours per session; 1 game per week
Walk ing Daily, with the dog, 30 minutes
Amateur, compete at national or international level I don’t compete, but I train like I do
Coaching tips
• Review all activities and understand clearly which energy systems are being used.
• Consider mapping out the percentage of time / training your client spends with each athletic demand and energy
system. For example:
• A distance runner who cross-trains 2 x weekly with weights will spend about 80-90% of time in aerobic energy
systems and about 10-20% in anaerobic work.
• A boxer, in contrast, will spend about 70-80% of time in anaerobic work and about 20-30% of time doing aerobic
work.
Adding up all your activities, approximately how many hours per week do you spend doing intense activity or competitive
preparation? (e.g., skills training, strength and conditioning)
5-9 15-19
Adding up all your activities, approximately how many hours per week do you spend doing restorative, rehab, and / or recovery
activities? (e.g., yoga, corrective exercises, hydrotherapy)
5-9 15-19
Add muscle Have more energy and vitality Improve athletic performance
What specific indicators would tell you that you’re improving in this area?
Right now, do you have any specific concerns or questions about your sports nutrition? If so, what?
Current habits
Right now, what do you normally eat and drink in the 1-2 hours BEFORE a training session or competition?
Right now, what do you normally eat and / or drink DURING a training session or competition?
Right now, what do you normally eat and drink in the 1-2 hours AFTER a training session or competition?
Right now, do you feel any pressure to change your body size / shape, or maintain a certain weight
or body fat percentage? If “yes”, please explain further.
Y N
Coaching tip
If any red flags appear here around eating habits and disordered eating, consider combining this with Eating Habits
Assessment form.
Coaching tips
• Many athletes spend a lot of time on the road and will need help with convenient, portable, travel-friendly sports nutrition.
• Explore how often and how far your client travels. Crossing time zones can further hamper recovery or change appetite.
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
Right now, on a scale of 1-10, how would you rank your body composition? Why?
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
Right now, on a scale of 1-10, how would you rank your energy for and interest in training? Why?
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
Do you currently have any injuries or persistent aches and pains? If yes, what? Y N
Without getting too personal, have you noticed any changes in your libido, sexual and reproductive health, or overall “mojo”?
Coaching tips
• If any red flags appear here around recovery, consider combining with Stress & Recovery Questionnaire.
• Consider also combining with the Medical History and Present Medical Condition Questionnaire if any injuries or chronic
illnesses are present.
NAME DATE
e. g . , Recreational hockey On-ice training 2x weekl y , 2 hours per session; 1 game per week
Walk ing Daily, with the dog, 30 minutes
Amateur, compete at national or international level I don’t compete, but I train like I do
Adding up all your activities, approximately how many hours per week do you spend doing intense activity or competitive
preparation? (e.g., skills training, strength and conditioning)
5-9 15-19
Adding up all your activities, approximately how many hours per week do you spend doing restorative, rehab, and / or recovery
activities? (e.g., yoga, corrective exercises, hydrotherapy)
5-9 15-19
Add muscle Have more energy and vitality Improve athletic performance
If “Improve athletic performance” is one of your goals, please tell me more about what might look like for you?
What specific indicators would tell you that you’re improving in this area?
Right now, do you have any specific concerns or questions about your sports nutrition? If so, what?
Current habits
Right now, what do you normally eat and drink in the 1-2 hours BEFORE a training session or competition?
Right now, what do you normally eat and / or drink DURING a training session or competition?
Right now, what do you normally eat and drink in the 1-2 hours AFTER a training session or competition?
Does your sport involve regular weight cuts? If yes, how much do you normally cut, over what period? Y N
Right now, do you feel any pressure to change your body size / shape, or maintain a certain weight
or body fat percentage? If “yes”, please explain further.
Y N
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
Right now, on a scale of 1-10, how would you rank your overall recovery? Why?
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
Right now, on a scale of 1-10, how would you rank your body composition? Why?
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
Right now, on a scale of 1-10, how would you rank your energy for and interest in training? Why?
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
Do you currently have any injuries or persistent aches and pains? If yes, what? Y N
Without getting too personal, have you noticed any changes in your libido, sexual and reproductive health, or overall “mojo”?
FOR WOMEN
NAME DATE
TERRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
TERRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME
EXHAUSTED 1 2 3 4 5 6 7 8 9 10 SUPERSTAR
UGH, BRING
NO WAY 1 2 3 4 5 6 7 8 9 10 IT ON!!
MORNING HEART RATE MORNING TEMPERATURE MORNING HEART RATE VARIABILITY (HRV) SCORE
BPM °F / °C
NAME DATE
NAME DATE
NAME DATE
Coaching tips
• You can use this form both as an initial assessment and as a way to track progress. You can periodically use some or all
of the form’s questions to measure improvement in eating habits.
• This questionnaire is designed to show general patterns or trends, or areas for discussion.
• For a specific food record, use one of the Food Journal forms.
Example: 7 AM Toast with peanut butter & jam / Coffee with cream & sugar / Gl ass of orange juice
Coaching tips
• This is not meant to be a food record, just a way to start discussing the patterns of an average day. Clients probably
won’t record much that is accurate here. It just gives you a “jumping off point” to go through an average day as they
initially report it.
• For a specific food record, use one of the Food Journal forms and ensure that clients complete it as they are eating the
meals (rather than too long after the fact).
Right now, are you following any particular diet or style of eating?
(e.g., vegetarian / vegan, Paleo, kosher / halal, low-carb)
Y N
If yes, what? And for how long have you followed this way of eating?
Coaching tips
• Be aware that what clients say they do is not always what they actually do. Vegetarian clients may eat meat; low-carb
clients may have carb binges, etc. Clients are rarely as adherent as they claim to be, and recall is usually selective or poor.
• Here, look mostly for the value and meaning of a specific diet for clients. Why does following a particular diet matter to
them? For instance:
• Are they vegetarian / vegan for ethical reasons? Environmental reasons? Health reasons? Religious reasons?
• Explore the importance and significance of the diet choices, for example:
• “What do you like about this way of eating?”
• “What is working for you about this way of eating?”
• “What things did you consider when deciding to eat this way? Why?”
Coaching tips
• Explore why the client has certain food preferences. You may discover issues with taste, texture, food prep, convenience, etc.
• When building a nutrition plan, try to include the preferred foods and meals as much as possible, and / or healthier
versions of them if needed.
Right now, on a scale of 1-10, how consistent would you say you are with your eating habits?
PERFECTLY
ALL OVER
THE PLACE 1 2 3 4 5 6 7 8 9 10 CONSISTENT,
ALL THE TIME
If you’re less consistent than you’d like to be, what seems to get in the way or knock you off track?
Coaching tips
• Depending on the client’s answers to the questions above, consider the Ready, Willing, and Able Worksheet as well as
the Limiting Factors, Advantages and Next Actions Worksheet.
Do you have any known / diagnosed food allergies or intolerances? If yes, what are those? Y N
Do you have any suspected or possible food allergies or intolerances? If yes, what are those? Y N
Coaching tips
• If yes, ask for as much information as possible, including whether this is a true allergy (i.e., with anaphylaxis) or simply
an intolerance.
• For known / diagnosed food allergies / intolerances, find out whether the client has received a clear diagnosis from a
health care provider, using valid tests.
• Be aware that food intolerance testing, while helpful, is not a validated test.
More than 3 times daily 1-2 times daily A few times a week
Do you have any digestive system complaints right now? If yes, what are those? Y N
Coaching tip
Based on the client’s answers here, you can consider using the Medical History & Present Medical Condition Questionnaire.
ALWAYS
NEVER
HUNGRY 1 2 3 4 5 6 7 8 9 10 STARVING/
RAVENOUS
Do you feel like you have trouble controlling your appetite / hunger?
Yes, I feel like I always want food,
or eating runs my life
Sometimes; it depends No
Coaching tips
• A client who feels they are often hungry may struggle with emotional / stress eating urges and / or be susceptible to
environmental cues.
• However, you may be able to help them with hunger and appetite by simply moving them towards:
• eating slowly and mindfully;
• clearly identifying physical hunger and fullness cues (rather than urges to eat, or habitual eating at prescribed times); and
• choosing less processed, more whole foods.
• Explore your client’s dieting history as well. “Always-hungry” clients may be compensating biologically for long periods
of deprivation and restriction. They may still be following this pattern of significantly under-eating for days, and then
overcompensating later.
Coaching tips
• Cravings may be part of disordered eating, emotional / stress eating, and / or susceptibility to environmental eating cues.
• They can also signify an underlying health issue. If you suspect that this is the case, suggest that your client contact
their health care provider.
Have you ever noticed any connection between your emotions and your eating habits? If yes, what happens?
(e.g., When I’m feeling sad I use food to comfort myself; when I’m happy I notice I have fewer cravings)
Y N
How often do you think about food and eating (or avoiding eating)?
Often Rarely
If you think about food and eating more than sometimes, what in particular do you think about?
Often Rarely
Coaching tips
• The questions in this section above can help surface disordered eating habits.
• You may not be able to help directly with this, but you can help your client identify what some of the patterns are. And, if
appropriate, refer them out to a qualified eating disorder counselor and / or registered dietitian.
If you feel you’ve eaten too much, what do you do afterwards? Check all that apply.
Try to eat less at subsequent meals Try to get back in control of things Keep eating… what the heck,
already blown it
Skip the following meal(s) Purge by vomiting and / or laxatives
Coaching tip
You’re looking here for compensation behaviors, which almost all of these are except for “Forget about it and go back to
normal eating”.
Often Rarely
Coaching tip
Unless you have a client for whom periodic fasting is appropriate, try to move your client towards a “normal”, somewhat
regular or relatively predictable eating schedule (if appropriate, based on their physiological hunger and fullness cues as
needed).
More than daily A couple times a week I never shop for food; it just magically
appears in my house
Daily Once a week
On a scale of 1 to 10, how would you rank your food preparation and cooking skills right now?
TERRIBLE /
NONEXISTENT 1 2 3 4 5 6 7 8 9 10 EXPERT CHEF
Coaching tips
• Improving food prep and cooking skills is often a simple way to improve clients’ eating habits, food repertoire, and overall
confidence.
• For clients where shopping, food prep and / or cooking skills are limiting factors:
• Look for easy, convenient, basic tasks that can have big payoffs (e.g., preparing a slow cooker meal for the next few
days, shopping with a list).
• For clients who absolutely hate cooking / food prep and don’t have anyone to do it for them, consider a meal delivery
service.
• Consider using the Kitchen Set-up Assessment to further evaluate client’s home kitchen environment.
Coaching tips
• Here, the client can set the agenda, with your guidance. Direct their attention to things that you noticed in their answers,
and work together to decide on next steps.
• Those steps can be either low-hanging fruit, or most important limiting factors/skills to be addressed.
NAME DATE
Please answer the questions as honestly as you can. There are no right or wrong answers.
Example: 7 AM Toast with peanut butter & jam / Coffee with cream & sugar / Gl ass of orange juice
Right now, are you following any particular diet or style of eating?
(e.g., vegetarian / vegan, Paleo, kosher / halal, low-carb)
Y N
If yes, what? And for how long have you followed this way of eating?
Right now, on a scale of 1-10, how consistent would you say you are with your eating habits?
PERFECTLY
ALL OVER
THE PLACE 1 2 3 4 5 6 7 8 9 10 CONSISTENT,
ALL THE TIME
If you’re less consistent than you’d like to be, what seems to get in the way or knock you off track?
Do you have any known / diagnosed food allergies or intolerances? If yes, what are those? Y N
Do you have any suspected or possible food allergies or intolerances? If yes, what are those? Y N
More than 3 times daily 1-2 times daily A few times a week
Do you have any digestive system complaints right now? If yes, what are those? Y N
ALWAYS
NEVER
HUNGRY 1 2 3 4 5 6 7 8 9 10 STARVING/
RAVENOUS
Do you feel like you have trouble controlling your appetite / hunger?
Yes, I feel like I always want food,
or eating runs my life
Sometimes; it depends No
Have you ever noticed any connection between your emotions and your eating habits? If yes, what happens?
(e.g., When I’m feeling sad I use food to comfort myself; when I’m happy I notice I have fewer cravings)
Y N
Have you ever noticed any connection between stress and your eating habits? If yes, what happens?
(e.g., When I’m stressed I eat more / less)
Y N
How often do you think about food and eating (or avoiding eating)?
Often Rarely
If you think about food and eating more than sometimes, what in particular do you think about?
Often Rarely
If you feel you’ve eaten too much, what do you do afterwards? Check all that apply.
Try to eat less at subsequent meals Try to get back in control of things Keep eating… what the heck,
already blown it
Skip the following meal(s) Purge by vomiting and / or laxatives
How often do you skip meals or purposely go a long time without eating?
Often Rarely
More than daily A couple times a week I never shop for food; it just magically
appears in my house
Daily Once a week
On a scale of 1 to 10, how would you rank your food preparation and cooking skills right now?
TERRIBLE /
NONEXISTENT 1 2 3 4 5 6 7 8 9 10 EXPERT CHEF
NAME DATE
Coaching tips
• Use this form to help show the relationship between environment and food habits. The better the environment is, the
better the food habits will be.
• Combine this with food journal(s) to show exactly what your client is eating and when. Also consider combining with the
Eating Habits Questionnaire to get the big picture.
• You can use this form for a baseline assessment as well as progress tracking. Kitchen set-ups often improve over time.
• Look for alcohol use as part of this review. You may not be in a place to discuss it openly with your client, but you can at
least include it as part of your assessment.
If a healthy food is in your house or possession, you will eventually eat it.
Keep unhealthy stuff away from you and inconvenient. Make it hard for unhealthy stuff to get to you. If it doesn’t help you reach
your goals, you don’t need it near you.
When you have a clear structure and a trusted system, you don’t have to think. You can just execute. And it’s simple.
Each person will have a slightly different list of red, yellow, and green lights.
Coaching tips
• Work with your client to decide together on their red, yellow, and green light foods and drinks.
• Ask and collaborate, don’t tell.
• Rather than lecturing your client on what are “good” and “bad” foods and drinks, ask them what foods and drinks do
and don’t work for them, and why.
• Assess each food and drink choice together. Ask the client to talk through their reasoning process, and decide how
well a specific choice works for them.
• Remember that each choice is not forever. A client may not be willing to part with red or yellow light foods right now,
but may be in a month or so.
• And remember that this isn’t about eating perfection. For example, if a client will only eat salads with croutons, then that
is a small sacrifice to increase vegetable intake. Be reasonable and focus on progress.
• Help your client stock up on green light foods if needed.
Red
What “red light” foods and drinks do you have? What “red light” foods and drinks are you willing to part
with or make more inconvenient to get to?
Yellow
What “yellow light” foods and drinks do you have? What “yellow light” foods and drinks are you willing to
part with or make more inconvenient to get to?
Green
What “green light” foods and drinks do you have? What “green light foods” and drinks could you stock up
on or add?
What kitchen equipment do you have right now? Check all that apply.
What other equipment, if anything, are you willing to add right now?
MARTHA
CHAOS
AND FILTH 1 2 3 4 5 6 7 8 9 10 STEWART
IS JEALOUS
Right now, do you have a system for regular food preparation? (e.g., weekly meal prep, making lunches the night
before) If yes, what?
Y N
Right now, do you have a system for shopping and stocking food? (e.g., creating weekly shopping list)
If yes, what?
Y N
What, if anything, could you do to improve your kitchen’s organization and food preparation systems?
Coaching tip
Work with your client to establish a trusted system of food shopping / stocking and preparation.
NAME DATE
If a healthy food is in your house or possession, you will eventually eat it.
Keep unhealthy stuff away from you and inconvenient. Make it hard for unhealthy stuff to get to you. If it doesn’t help you reach
your goals, you don’t need it near you.
When you have a clear structure and a trusted system, you don’t have to think. You can just execute. And it’s simple.
Each person will have a slightly different list of red, yellow, and green lights.
Red
What “red light” foods and drinks do you have? What “red light” foods and drinks are you willing to part
with or make more inconvenient to get to?
Yellow
What “yellow light” foods and drinks do you have? What “yellow light” foods and drinks are you willing to
part with or make more inconvenient to get to?
Green
What “green light” foods and drinks do you have? What “green light foods” and drinks could you stock up
on or add?
What kitchen equipment do you have right now? Check all that apply.
What other equipment, if anything, are you willing to add right now?
MARTHA
CHAOS
AND FILTH 1 2 3 4 5 6 7 8 9 10 STEWART IS
JEALOUS
Right now, do you have a system for regular food preparation? (e.g., weekly meal prep, making lunches the night
before) If yes, what?
Y N
Right now, do you have a system for shopping and stocking food? (e.g., creating weekly shopping list)
If yes, what?
Y N
What, if anything, could you do to improve your kitchen’s organization and food preparation systems?
NAME DATE
This assessment can show you how consistently and well you do some of the basic Level 1 nutrition and lifestyle habits. Scoring is
at the end.
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
I eat slowly.
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
I eat mindfully, with few distractions. I notice the taste and texture of my food.
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
I eat mostly slow-digesting, high-fiber, nutrient rich “smart carbohydrates” such as fruits, starchy
vegetables, whole grains, or beans / legumes.
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
I plan most of my meals. (Or, I have a trusted system such as meal delivery.)
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
I do purposeful recovery.
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
I practice good “sleep hygiene” and try to get plenty of high-quality sleep.
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
EVERY
NEVER 1 2 3 4 5 6 7 8 9 10 SINGLE DAY
WITHOUT FAIL
SOMETIMES
Your score
135 and above
Crushing it! You might be ready for Level 2, if you want. Or just keep being great at Level 1.
111-135
Doing well! Some areas for improvement, but you can still feel pretty good about your Level 1 skills.
85-110
You might be doing well with some fundamental habits, but you’re probably struggling with others.
Less than 85
NAME DATE
“The information you give here will help me better understand you and your concerns. If you are uncomfortable answering
a particular question, feel free to leave it blank. Please explain any YES answers at the end of this questionnaire.”
Coaching tip
Note the date. You can use this form not only for a baseline evaluation, but as a progress indicator. While Medical
Nutrition Therapy is not in your scope of practice as a Level 1 coach, many health conditions will respond to basic
nutrition coaching and / or improvements in fitness, and you may be able to track improvement in many health problems.
IMPORTANT:
Without formal licensing or credentials, you are not permitted to offer advice to diagnose or treat any specific health
problem. Always work with your clients’ health care providers as needed.
Health and medical data is generally considered private and confidential. Follow proper data security and storage protocols
to protect your clients’ sensitive information. Treat this information with care and consideration.
Health conditions
Do you currently have or have you recently had any of the following? Check all that apply.
Coaching tip
Remember that Medical Nutrition Therapy is not in your scope of practice as a Level 1 coach. Set expectations clearly
with clients.
Where appropriate, use your referral networks and collaborate with clients’ health care providers, pharmacists, etc.
Poor night vision Blurred or double vision Other eye / vision conditions:
Anxiety Tremors
Bleeding gums and / or sore mouth Bad breath Other mouth / oral health conditions:
Tooth decay
Skin
Acne
Sleep
Snoring
Genito-urinary
Gastrointestinal
Hernia
Hormones
Musculoskeletal
Back trouble / pain Joint injury / pain / swelling Other musculoskeletal conditions:
Miscellaneous
Men’s health
Women’s health
Breastfeeding?
Monthly or more Once or twice a year What’s a doctor and why would I
Every few months Every 2-5 years visit one?
Have you had any surgeries and / or been hospitalized in the last 10 years? If yes, what? Y N
Are there any other significant health concerns that I haven’t asked about? If so, please tell me about them.
Are you experiencing any stresses, mood conditions, relationship difficulties, or substance-related conditions for
which you would like resources or a confidential referral? If so, please describe briefly.
Y N
Coaching tip
Again, where appropriate, use your referral networks and collaborate with your client’s health care providers,
pharmacists, etc.
Coaching tips
• Medications can significantly affect your clients’ overall health and the results they’ll get from your nutrition programming.
Be sure you know all medications and supplements your clients are taking, and understand the side effects.
• Consider having a pharmacist in your referral network, and consult as needed.
• You can also refer to http://www.precisionnutrition.com/drugs-fitness-progress for more.
IMPORTANT:
Without formal licensing or credentials, you are not permitted to offer advice to diagnose or treat any specific health
problem. Always work with your clients’ health care providers as needed.
Health and medical data is generally considered private and confidential. Follow proper data security and storage protocols
to protect your clients’ sensitive information. Treat this information with care and consideration.
Do you take any sports supplements or “natural” health products occasionally or regularly?
(e.g., creatine, BCAAs, gingko, ginseng, St. John’s Wort) If yes, what?
Y N
I don’t drink alcohol at all About once every 2 weeks More than once a week
Each time you consume alcohol, how many drinks do you have (one drink = 12 ounces of beer, 5 ounces wine, 1.5 ounces
hard liquor)?
1 drink
I don’t at all About once every 2 weeks More than once a week
Did you smoke in the past? If yes, when did you quit? Y N
Coaching tips
• If appropriate, look for evidence of addictions or less-serious “substance problems” that are somewhere on the
continuum between “no issue” and “noticeable effects on health”. You can’t fix this, nor should you try (though
getting clients to cut back on alcohol if needed can be very helpful), but it will likely affect the results of your nutrition
programming.
• In particular, you’ll likely see a lot of recreational drinking among many clients. And even small changes here can help.
Going from 20 drinks per week to 10 can save a client 1,000-2,000 calories!
Coaching tips
• Ask your clients to be as specific as possible.
• You’re not a doctor, but it helps to familiarize yourself with common health problems and medications, and their
nutritional consequences or implications. For instance:
• Many skin problems and autoimmune disorders respond well to dietary changes and removing food intolerances.
• Many health conditions are a result of or exacerbated by malnutrition and nutrient deficiencies.
• Many common medications deplete important nutrients or have effects on body composition and eating / appetite.
NAME DATE
Health conditions
Do you currently have or have you recently had any of the following? Check all that apply.
Poor night vision Blurred or double vision Other eye / vision conditions:
Anxiety Tremors
Bleeding gums and / or sore mouth Bad breath Other mouth / oral health conditions:
Tooth decay
Skin
Acne
Sleep
Snoring
Genito-urinary
Gastrointestinal
Hernia
Hormones
Musculoskeletal
Miscellaneous
Men’s health
Women’s health
Breastfeeding?
Monthly or more Once or twice a year What’s a doctor and why would I
Every few months Every 2-5 years visit one?
Have you had any surgeries and / or been hospitalized in the last 10 years? If yes, what? Y N
Are there any other significant health concerns that I haven’t asked about? If so, please tell me about them.
Are you experiencing any stresses, mood conditions, relationship difficulties, or substance-related conditions for
which you would like resources or a confidential referral? If so, please describe briefly.
Y N
Do you take any sports supplements or “natural” health products occasionally or regularly?
(e.g., creatine, BCAAs, gingko, ginseng, St. John’s Wort) If yes, what?
Y N
I don’t drink alcohol at all About once every 2 weeks More than once a week
Each time you consume alcohol, how many drinks do you have (one drink = 12 ounces of beer, 5 ounces wine, 1.5 ounces
hard liquor)?
1 drink
I don’t at all About once every 2 weeks More than once a week
Did you smoke in the past? If yes, when did you quit? Y N
Further information
If you ticked off any health issues in the “Health conditions” section, please give more details.
NAME DATE
Remember: What matters most is what your client can do consistently and effectively. Match each client’s program to the skills
and behaviors they demonstrate regularly. Quality process leads to quality outcomes.
Always start at the beginning. Most clients (even athletes or others with high-level goals) never need to progress any further than
Level 1, if they focus on mastering the fundamentals and doing them consistently.
Someone who is paid for physical performance (e.g. stunt performers, racing pit crew, military or
tactical personnel, etc.) 2
Professional or other elite physique athlete, celebrity/model, or someone else who is paid for their
physical appearance level
Professional or other elite athlete who is required to cut weight for a specific event (such as a pro MMA
fight)
3
What does your client want to do?
Check all that apply.
All higher levels of athletic performance from dedicated amateur to internationally competitive level
Temporarily and drastically manipulate body water levels for a specific event of elite / professional
athletic competition
3
level
Long-term to lifetime
1
level
Short- to medium-term (e.g. during a competition season for an athlete)
2
level
Short-term (e.g. a week before a photo shoot)
3
What type of body composition does your client seek?
Check all that apply. Note that a “healthy”, achievable, and/or sustainable body composition will vary from person to person,
regardless of nutritional level.
level
Low to moderate (or high for clients who are working on sustainable Level 1 skills)
1
level
Moderate to high
2
level
Moderate to high
3
As a rough guide for levels of physical activity:
Caregiving (e.g. children, elderly, person Housework and other home care Injury rehab, chronic health condition, or
with a disability, etc.) (e.g. property management) other physical limitation
Relationship(s) Works 30+ hours per week Moderate to frequent alcohol intake,
or other strong habitual attachment to
Other family demands or responsibilities Commuting and/or travel
addictive-type substance or behaviors
School / education / professional training Hobbies and other interests (e.g. shopping, gambling, social media
over-use)
Other (specify):
What other social, environmental, and/or lifestyle supports does your client have?
Check all that apply. The more supports your client has, the higher the level they can realistically sustain.
One to a few people (e.g. coach, workout partner) Supportive employer(s) and coworker(s), if applicable
A few to many people (e.g. training team, group class) Flexible working hours and/or control of schedule
Convenient location of gym, grocery store, other Household supports (e.g. goalfriendly kitchen, helpful household
needed facilities routines, etc.)
level
None to moderate (or high for “expert” clients who don’t consistently implement what they know)
1
level
Moderate to high
2
level
Moderate to high
3
As a rough guide for nutrition knowledge:
• None: Unfamiliar with most basic concepts in nutrition
• Low: A general rough idea of food composition and what may be “healthier”
• Moderate: Nutritional knowledge up to an introductory undergraduate course
• High / expert: Graduate-level training, PN-certified, and/or professional in the field (e.g. RD)
None to moderate (or high for “expert” clients who are happy living at a sustainable Level 1) level
Can do simple tasks when given clear instructions and the coach monitors completion 1
Moderate
level
Can do complex tasks when given clear instructions and the coach monitors completion
None to moderate (or high for “expert” clients who are happy living at a sustainable Level 1)
level
1
Can do simple tasks up to 75% of the time
Moderate
Has a consistent and broad foundation of Level 1 behaviors as part of their regular routine
2
Has a routine of effective planning and preparation to do Level 2 practices
High
Can do any task, no matter how complex, 90% of the time or more level
Has a consistent and broad foundation of Level 1 and 2 behaviors as part of their regular routine 3
Organizes entire life around getting Level 3 practices done
NAME DATE
The ORTO-15 is a 15-question clinical assessment used to identify people at risk for orthorexia nervosa, or an excessive
preoccupation with “clean eating” or other forms of “healthy eating”.
• An excessive preoccupation with “healthy eating”, “clean eating”, or other rules and restrictions focused on food’s “purity”,
“healthfulness”, or “goodness”.
• Obsessive thoughts and feelings around food and eating.
• Anxious, concerned, or even phobic responses to particular “unhealthy” foods.
Orthorexia may begin as an appropriate and normal interest in improving one’s food intake, health, and/or performance.
What primarily defines orthorexia as a disorder is the degree to which it negatively affects a person’s daily-life function and thriving
in the domains of deep health.
Any one of the questionnaire’s items could be a prompt for a coaching conversation, e.g. “What do you notice about the
relationship between your mood and your eating behaviors?”
Important:
• This questionnaire can simply help you open a coaching conversation with your client around their thoughts, feelings, and
behaviors around eating.
• Unless you are professionally qualified and licensed to do so, do not offer diagnosis, counselling, or treatment for this or any
other type of disordered eating.
• Refer out to another health care professional as needed.
This questionnaire and scoring has been adapted from Donini LM, Marsili D, Graziani MP, Imbriale M, Cannella C. Orthorexia nervosa: validation of a diagnosis
questionnaire. Eat Weight Disord. 2005;10: e28–32.
12. Do you think that consuming healthy food may improve your appearance?
13. Do you feel guilty when transgressing?
14. Do you think that on the market there is also unhealthy food?
15. Do you generally eat alone?
The higher the score, the more likely the person is to be at risk of disordered / orthorexic eating behaviors and symptoms.
The highest score possible is 60; 40 or higher is often used as the clinical threshold for classifying a person as having orthorexia.
2, 5, 8, 9 4 3 2 1
1, 13 2 4 3 1
NAME DATE
I take something to help myself sleep (e.g. herbal supplements, OTC drugs, prescription drugs, alcohol, etc.).
If so, what?
I wake up early in my normal sleep cycle (e.g. 2-3 AM for a regular night-time sleeper).
If I wake up during my normal sleep cycle, I have trouble going back to sleep.
My sleep is disturbed by factors outside my control (e.g. outside noise, children, etc.)
I normally sleep:
Left to my own devices, without having to accommodate someone else’s schedule, I’d consider myself:
Sleep practices
Check the box that applies best to you for each item.
I take naps.
At least 30 minutes before bed, I purposely start winding down and preparing for sleep.
I dim the lights or have darkness when it’s night time (or time to sleep).
I get bright light when I am supposed to be awake and alert (e.g. by going outside during the day or having a light box).
I don’t check work email or do other work-related activities within 1-2 hours of bedtime.
I don’t engage in stimulating, energizing, or upsetting activities (e.g. intense workouts, first-person shooter games, etc.)
within 1-2 hours of bedtime.
I shut down all electronics* 30 minutes before bed (e.g. phone, TV, video games, etc.).
*Optional: If I use a screen reader (e.g. a Kindle) to read before bed, I dim the screen brightness.
NAME DATE
I take something to help myself sleep (e.g. herbal supplements, OTC drugs, prescription drugs, alcohol, etc.).
If so, what?
I wake up early in my normal sleep cycle (e.g. 2-3 AM for a regular night-time sleeper).
If I wake up during my normal sleep cycle, I have trouble going back to sleep.
My sleep is disturbed by factors outside my control (e.g. outside noise, children, etc.)
I normally sleep:
Left to my own devices, without having to accommodate someone else’s schedule, I’d consider myself:
Sleep practices
Check the box that applies best to you for each item.
I take naps.
At least 30 minutes before bed, I purposely start winding down and preparing for sleep.
I dim the lights or have darkness when it’s night time (or time to sleep).
I get bright light when I am supposed to be awake and alert (e.g. by going outside during the day or having a light box).
I don’t check work email or do other work-related activities within 1-2 hours of bedtime.
I don’t engage in stimulating, energizing, or upsetting activities (e.g. intense workouts, first-person shooter games, etc.)
within 1-2 hours of bedtime.
I shut down all electronics* 30 minutes before bed (e.g. phone, TV, video games, etc.).
*Optional: If I use a screen reader (e.g. a Kindle) to read before bed, I dim the screen brightness.
NAME DATE
Social support can come from many places, such as our partners and spouses, boyfriends / girlfriends, family members,
close friends, acquaintances, coworkers, or even just people we see at the gym or elsewhere in our lives. It can even be an
online community.
Having social support is an important part of meeting your goals and having good habits for life.
I’m part of your social support team, of course, but I’d like to know about how much help, encouragement and support
you might get from other people as you change, build, and / or maintain your health, nutrition, and / or exercise habits.
Please be as honest as you can when answering the questions. There are no right or wrong answers.
This will simply help us both understand more about your social support system right now.”
Thinking about the help, encouragement and support you might get from various people when changing, building, and / or
maintaining your health, nutrition, and / or exercise habits…
Coaching tips
• Look for “bright spots” and areas where things are going well.
• Ask for more details about how in particular these people listed above are supportive. For instance:
• What specific behaviors do they do (or not do)?
• What exactly makes them so helpful and encouraging?
• Encourage your clients to ask for help or simply support from these people.
• Help your client look for more ways in which they could get this existing support.
Coaching tips
• Empathize with your client about how lack of support can affect them negatively.
• Where possible, use motivational interviewing to learn more about the deeper tensions that may drive these situations, e.g.
• “It sounds like on the one hand, you want to ask for help, and on the other hand, you find that hard to do and value
your independence.”
• Ask for more details about how in particular these people listed above are NOT supportive.
• What specific behaviors do they do (or not do)?
• What exactly makes them so UN-helpful and DIScouraging?
• Show how “don’t-want” can be flipped into “do-want” and move into an action plan, for example:
• “You’ve said that you don’t like when X says Y. So that tells us you might like the opposite of that, which is Z.”
• If appropriate, help your client broach the topic of lack of support with others. For instance:
• Help your clients come up with a script to ask for help.
• Role play the kinds of “crucial conversations” your clients might need or want to have.
• Help your clients look for other solutions or strategies
Coaching tips
• This question lets you learn more about your clients’ wants, needs, and wishes.
• Remind your client that this is an “ideal world” scenario, and not constrained by “reality”. Encourage them to imagine
alternatives that aren’t restricted by “what’s actually happening”.
• Encourage your client to brainstorm ways in which they could move one very small step towards getting a little bit of the
help, support, and encouragement they desire.
Right now, how could the people around you best help, encourage, and support you as you work to change, build, and / or
maintain your health, nutrition, and / or exercise habits?
Coaching tips
• This question gives you specific ideas about how you could build social support into a future action plan.
• Notice that this question is purposely exploratory and open-ended. It’s a “could” not a should.
• The question below can help you “funnel” the answers above into possible next actions.
Right now, what is ONE thing you could do, try, and / or explore to improve your social support team or systems?
Coaching tips
• This question lets you start developing an action plan.
• Notice that this question is purposely exploratory and open-ended. It’s a “could” not a should.
• After you get the answer to this question, test “ready, willing, and able” and how confident they are (on a scale of 1-10)
about committing to trying it.
• If the client feels ready, willing, and able, and you get a 9/10 or higher with confidence, start building it into an action
plan and move into strategy and problem solving.
• If the client isn’t yet ready, willing, or able: Keep the question open-ended and “potential” for now. Don’t ask the client
to commit to anything. Your client may not feel ready to move forward with changing their social support team or
systems right now, but keep this item on file for later discussions.
NAME DATE
Thinking about the help, encouragement and support you might get from various people when changing, building, and / or
maintaining your health, nutrition, and / or exercise habits…
In an ideal world, what kinds of help, encouragement, and / or support would you like to have as you work to change, build, and /
or maintain your health, nutrition, and / or exercise habits?
Right now, how could the people around you best help, encourage, and support you as you work to change, build, and / or
maintain your health, nutrition, and / or exercise habits?
Right now, what is ONE thing you could do, try, and / or explore to improve your social support team or systems?
NAME DATE
Coaching tips
• You can use this form both as an initial baseline and to track progress.
• For clients with a lot of stress and poor recovery, set realistic expectations about things like:
• how fast they’ll be able to make changes;
• how significant and dramatic those changes could be; and/or
• what kind of physical results they might see while stress hormones / inflammatory factors, etc. are elevated.
• Focus on progress, not perfection
5 hours 8 hours
6 hours 9 hours
Coaching tips
• Poor-quality and short-duration sleep can cause or exacerbate many metabolic and other physiological problems.
• While sleep hours are an outcome (which means you can’t completely control them), sleep hygiene and pre-bed sleep
rituals are behaviors (which we can control).
• If clients aren’t sleeping enough, consider sleep hygiene and pre-bed rituals as part of a coaching action plan.
Coaching tip
Shift work can disrupt circadian rhythms, leading to many of the same effects as poor / short sleep. Help your client
manage their schedule and use pre-sleep rituals to alleviate at least some of the effects of shift work
Coaching tips
• To move your client along the continuum, you can work on setting bedtime 15 to 30 minutes earlier. (Start small.)
• You can also work on a pre-bed ritual that starts at least 30 minutes before the client’s typical bedtime (e.g., if client
goes to bed at midnight, start preparing at 11:30 PM).
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME!!!
What tends to interfere with you getting enough sleep, and / or the quality of your sleep?
Coaching tips
Use these questions above to find limiting factors and bright spots.
Do you currently take any medications or natural health products to help yourself sleep? If yes, what? Y N
Death of partner; close family; or friend Ongoing pressure and demands Caring for child(ren)
at work or school
Death of someone else you cared about Caring for sick, disabled, and / or older
family member or friend
Death of pet Recently retired
Graduated from school Ongoing relationship problems Substance abuse issues and / or
with partner(s) another addiction
Started a new job / career
Considering all these factors, how would you rank your overall level of stress right now?
EXTREME
NO STRESS 1 2 3 4 5 6 7 8 9 10 STRESS
Considering all these factors, how well would you say you’re coping right now?
HORRIBLY 1 2 3 4 5 6 7 8 9 10 PERFECTLY
What, if anything, do you do right now to cope and / or recover from stressors?
(Include physical, mental, and emotional recovery.)
Coaching tips
• Use this section to open up a discussion about what demands are already loading your client.
• A client with a heavy stress load may have to change slowly and / or set lower expectations about what they can
manage, or the results they’ll get.
• Explore coping mechanisms, and consider healthier alternatives.
• In particular, explore coping mechanisms around food, including emotional eating / avoidance and restriction.
• If you need ideas for promoting recovery and decreasing stress, refer to the Sleep & Recovery Ideas form.
How physically energetic and vital do you normally feel on an average day?
EXHAUSTED 1 2 3 4 5 6 7 8 9 10 SUPERSTAR!!!
On an average day, do you have any persistent pain, soreness, stiffness, aching, etc.? Y N
ALMOST EXCRUCIATING
NOTHING 1 2 3 4 5 6 7 8 9 10 / DISABLING
How mentally “sharp”, quick, and clear do you normally feel on an average day?
TOTAL
BRAIN FOG 1 2 3 4 5 6 7 8 9 10 GENIUS
COMPLETELY RAY OF
DEPRESSED 1 2 3 4 5 6 7 8 9 10 SUNSHINE
Today, how interested are you in exercise and / or training? How excited to train?
UGH, I’D
LET’S
RATHER TAKE 1 2 3 4 5 6 7 8 9 10 CRUSH IT!
A NAP
For women: If you should be having regular periods, are you? If no, how long has it been since your last period? Y N
Record your morning temperature when you wake up. Morning temperature:
Coaching tips
• A HIGHER morning heart rate can signal poor recovery.
• A LOWER morning temperature can signal poor recovery and / or metabolic downregulation (for instance, from chronic
dieting, hypothyroid, overtraining).
NAME DATE
5 hours 8 hours
6 hours 9 hours
HORRIBLE 1 2 3 4 5 6 7 8 9 10 AWESOME!!!
What tends to interfere with you getting enough sleep, and / or the quality of your sleep?
Do you currently take any medications or natural health products to help yourself sleep? If yes, what? Y N
Stress factors
Many things can cause us stress. Check all that you’ve experienced in the last six months.
Death of partner; close family; or friend Ongoing pressure and demands Caring for child(ren)
at work or school
Death of someone else you cared about Caring for sick, disabled, and / or older
family member or friend
Death of pet Recently retired
Graduated from school Ongoing relationship problems Substance abuse issues and / or
with partner(s) another addiction
Started a new job / career
Considering all these factors, how would you rank your overall level of stress right now?
EXTREME
NO STRESS 1 2 3 4 5 6 7 8 9 10 STRESS
Considering all these factors, how well would you say you’re coping right now?
HORRIBLY 1 2 3 4 5 6 7 8 9 10 PERFECTLY
What, if anything, do you do right now to cope and / or recover from stressors?
(Include physical, mental, and emotional recovery.)
How physically energetic and vital do you normally feel on an average day?
EXHAUSTED 1 2 3 4 5 6 7 8 9 10 SUPERSTAR!!!
On an average day, do you have any persistent pain, soreness, stiffness, aching, etc.? Y N
ALMOST EXCRUCIATING
NOTHING 1 2 3 4 5 6 7 8 9 10 / DISABLING
How mentally “sharp”, quick, and clear do you normally feel on an average day?
TOTAL
BRAIN FOG 1 2 3 4 5 6 7 8 9 10 GENIUS
COMPLETELY RAY OF
DEPRESSED 1 2 3 4 5 6 7 8 9 10 SUNSHINE
Today, how interested are you in exercise and / or training? How excited to train?
UGH, I’D
LET’S
RATHER TAKE 1 2 3 4 5 6 7 8 9 10 CRUSH IT!
A NAP
For women: If you should be having regular periods, are you? If no, how long has it been since your last period? Y N
Record your resting morning heart rate before getting out of bed. Place your index and middle finger on either your carotid artery
(neck) or radial artery (inside of wrist) and count the number of beats you feel in 60 seconds. Morning heart rate:
Record your morning temperature when you wake up. Morning temperature:
NAME DATE
Important:
• This is a tool that can be used to begin a coaching conversation and increase the client’s awareness of their own
feelings, thoughts, behaviors, and experiences.
• Unless you are professionally qualified to do so, you cannot engage in clinical assessment or directly counsel and/or
offer targeted therapy to a client with disordered eating.
• Make sure to refer out if you and your client feel there may be a more serious problem with this or any other addictive-
type behaviors.
This survey asks about your eating habits in the past year.
People sometimes have difficulty controlling their intake of certain foods such as:
• Sweets like ice cream, chocolate, donuts, cookies, cake, candy, ice cream
• Starches like white bread, rolls, pasta, and rice
• Salty snacks like chips, pretzels, and crackers
• Fatty foods like steak, bacon, hamburgers, cheeseburgers, pizza, and French fries
• Sugary drinks like soda pop
When the following questions ask about “certain foods” please think of ANY food similar to those listed in the food group or ANY
OTHER foods you have had a problem with in the past year.
I find that when certain foods are not available, I will go out of
my way to get them. For example, I will drive to the store to buy
7. 0 1 2 3 4
certain foods even though I have other options available to me
at home.
My food consumption has caused significant psychological problems such as depression, anxiety,
17. 0 1
self-loathing, or guilt.
18. My food consumption has caused significant physical problems or made a physical problem worse. 0 1
I kept consuming the same types of food or the same amount of food even though I was having
19. 0 1
emotional and/or physical problems.
Over time, I have found that I need to eat more and more to get the feeling I want, such as reduced
20. 0 1
negative emotions or increased pleasure.
23. I have tried to cut down or stop eating certain kinds of food. 0 1
24. I have been successful at cutting down or not eating these kinds of foods. 0 1
I find that when I start eating certain foods, I end up eating much 1 5
2 3 4
25. OR FEWER
TIMES TIMES TIMES
OR MORE
more than planned. TIMES TIMES
Reference: Gearhardt, A.N., Corbin, W.R., & Brownell, K.D. (2009). Preliminary validation of the Yale Food Addiction Scale. Appetite, 52, 430-436.
2. A persistent desire or repeated unsuccessful attempts to quit the unwanted substance or behavior
(Questions #4, #22, # 24, #25)
3. Spending a lot of time or effort to obtain, use, and/or recover from the substance or behavior
(Questions #5, #6, #7)
4. The person has given up or reduced important social, occupational, or recreational activities because of the substance or
behavior
(Questions #8, #9, #10, #11)
5. The person keeps consuming the substance or doing the behavior, despite knowing about adverse consequences, e.g. feeling ill.
(Question #19
6. It takes more and more of the substance or behavior to soothe the person or create the desired effects, and often the substance
or behavior doesn’t quite “do the job” any more (Questions #20, #21)
NAME DATE
This survey asks about your eating habits in the past year.
People sometimes have difficulty controlling their intake of certain foods such as:
• Sweets like ice cream, chocolate, donuts, cookies, cake, candy, ice cream
• Starches like white bread, rolls, pasta, and rice
• Salty snacks like chips, pretzels, and crackers
• Fatty foods like steak, bacon, hamburgers, cheeseburgers, pizza, and French fries
• Sugary drinks like soda pop
When the following questions ask about “certain foods” please think of ANY food similar to those listed in the food group or ANY
OTHER foods you have had a problem with in the past year.
I find that when certain foods are not available, I will go out of
my way to get them. For example, I will drive to the store to buy
7. 0 1 2 3 4
certain foods even though I have other options available to me
at home.
My food consumption has caused significant psychological problems such as depression, anxiety,
17. 0 1
self-loathing, or guilt.
18. My food consumption has caused significant physical problems or made a physical problem worse. 0 1
I kept consuming the same types of food or the same amount of food even though I was having
19. 0 1
emotional and/or physical problems.
Over time, I have found that I need to eat more and more to get the feeling I want, such as reduced
20. 0 1
negative emotions or increased pleasure.
23. I have tried to cut down or stop eating certain kinds of food. 0 1
24. I have been successful at cutting down or not eating these kinds of foods. 0 1
I find that when I start eating certain foods, I end up eating much 1 5
2 3 4
25. OR FEWER
TIMES TIMES TIMES
OR MORE
more than planned. TIMES TIMES
Reference: Gearhardt, A.N., Corbin, W.R., & Brownell, K.D. (2009). Preliminary validation of the Yale Food Addiction Scale. Appetite, 52, 430-436.
NAME DATE
Please record everything you eat and drink for 3 days. Be as thorough and detailed as possible.
Please be as honest as you can be. I am gathering data, not judging. Don’t change your normal routine. Just record what you are doing.
If your eating habits change over the week, pick 3 days that are representative (e.g., 2 weekdays plus 1 weekend day).
To measure, simply use hand-sized portions (e.g., 1 palm, 1 fist, 1 cupped handful, 1 thumb) or something else standardized
(e.g., baseball, deck of cards). You can use measuring cups or a food scale if you want, but you don’t have to.
Record any other notes about other things we’ve agreed you’ll record, such as why you are eating, physical sensations from eating,
how you felt after you ate.
Example
MEAL TIME WHAT YOU ATE / DRANK AND HOW MUCH NOTES
Day 1
MEAL TIME WHAT YOU ATE / DRANK AND HOW MUCH NOTES
Day 2
MEAL TIME WHAT YOU ATE / DRANK AND HOW MUCH NOTES
Day 3
MEAL TIME WHAT YOU ATE / DRANK AND HOW MUCH NOTES
NAME DATE
Y N
Y N
Y N
Y N
Y N
Y N
Y N
NAME DATE
Instructions: Write down what you eat, and jot down a few notes about how you’re feeling.
MEAL TIME WHAT DID YOU EAT? HOW ARE YOU FEELING?
NAME DATE
Instructions: Capture any urges or behaviors that you notice, especially around eating time.
MEAL TIME WHAT DID YOU EAT? WHAT ARE YOU FEELING, DOING OR THINKING?
Large coffee with cream & sugar Hoping to wait until lunch time.
10 AM Gave in and ate the muffin at the meeting.
Muffin Feeling guilty and ashamed.
MEAL TIME WHAT DID YOU EAT? WHAT ARE YOU FEELING, DOING OR THINKING?
NAME DATE
Y N
Y N
Y N
Y N
Y N
Y N
Y N
NAME DATE
NAME DATE
Instructions: Capture any urges or behaviors that you notice, especially around eating time.
MEAL TIME WHAT DID YOU EAT? WHAT ARE YOU FEELING, DOING OR THINKING?
Large coffee with cream & sugar Hoping to wait until lunch time.
10 AM Gave in and ate the muffin at the meeting.
Muffin Feeling guilty and ashamed.
MEAL TIME WHAT DID YOU EAT? WHAT ARE YOU FEELING, DOING OR THINKING?
NAME DATE
Instructions: Capture any physical sensations that you notice throughout the day, especially after eating.
MEAL TIME WHAT DID YOU EAT? ANY PHYSICAL SENSATIONS? IF SO, WHAT?
Whole wheat bagel and cream cheese Noticed stuffy nose and headache about half
8 AM hour later. Stomach a bit rumbly.
Glass of milk
Bowl of vegetable soup Ate until just satisfied. Feeling good, not over-
12 PM stuffed.
Medium-sized bowl of bean salad with tuna
3 PM Large coffee Low energy; hoping coffee would pick me up. Now
Muffin I have a headache.
MEAL TIME WHAT DID YOU EAT? ANY PHYSICAL SENSATIONS? IF SO, WHAT?
NAME DATE
Coaching tips
• Emphasize “consistency” rather than “compliance”.
• Use this as both a progress tracker and as a way to surface limiting factors.
• As a progress tracker: Client has made progress when consistency (as a percentage of all meals) improves.
• Treat improvements in consistency as progress in and of themselves (in other words, simply being more consistent is worth celebrating).
• Look for the reasons why consistency improved, and build on those “bright spots” as well.
• As a way to show limiting factors: Use non-adherence / non-consistency to open up a discussion about why the client didn’t do the task.
• Do NOT treat non-consistency as “failure” or “mistakes”. Treat it as useful data.
• Explore “ready, willing, able”.
• Look for patterns over the course of a day, and over the course of a week.
• For example, the client does well in AM, struggles in PM; client does well Monday-Thursday but struggles Friday-Sunday.
• NOTE: not all clients need to achieve the same amount of consistency to reach their goals.
• Level 1 clients, or clients with more moderate goals, will do incredibly well shooting for 75-80% consistency.
• Level 2 clients, or clients with more advanced goals, will need to aim for 90% consistency or higher.
My consistency checklist MEAL MEAL MEAL MEAL MEAL MEAL MEAL DAILY NUMBER
OF ADHERENT
1 2 3 4 5 6 7 Total MEALS
What counts as an “adherent meal” for you? What are you working on?
Sample Day x o x x o 5 3/5
Practice 1 Monday
Tuesday
Practice 2
Wednesday
Practice 3 Thursday
Friday
Practice 4
Saturday
Sunday
Practice 5
TOTAL MEALS EATEN THIS WEEK TOTAL ADHERENT MEALS CONSISTENCY PERCENTAGE
Coaching tips
• You don’t have to use all 5 Practices. Generally, the fewer
Coaching tips
the better. However, as clients get more advanced, they
may be working on a few things at once (e.g., lean protein • Help clients remember to do this, especially if food tracking is a new task. Consider setting
+ colorful fruits and vegetables + eat slowly). up automated reminders around each meal time.
• Agree in advance with the client what will count as • Make it clear that having 7 possible slots to record meals doesn’t mean that clients have to
“consistent” or a focus of adherence. eat 7 meals.
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My consistency checklist
What counts as an “adherent meal” for you? What are you working on?
Sample Day x o x x o 5 3/5
Monday
Practice 1
Tuesday
Wednesday
Practice 2
Thursday
Practice 3 Friday
Saturday
Practice 4
Sunday
Practice 5
TOTAL MEALS EATEN THIS WEEK TOTAL ADHERENT MEALS CONSISTENCY PERCENTAGE
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Why coach?
Whether it’s a client’s nutrition habit or your own career choices, it’s important to understand why you’re doing something.
Of course, you won’t always know why you’re doing something. Nor will your clients.
So here’s a little thought exercise we use in our PN Coaching program: The 5 Whys.
You answer that question as best you can. For instance, you might answer:
I want to help people.
You answer that question as best you can. Maybe you might say:
I believe that helping people is an essential value.
And so on, five times in total. (Or as many times you as want.)
By the time they’ve gotten to the fifth “why”, most people will have a pretty good idea of some of their core priorities, values and
motivators. You can also try variations on the questions, such as:
A. Because... A. Because...
A. Because... A. Because...
A. Well, because...
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“Sometimes it can be tough to consider the big picture when it comes to nutrition. We have so many things we are trying
to juggle. It can often feel like we do the ‘healthy thing’ or do ‘nothing’.
We start to feel like healthy nutrition is taking away from something else we value, like social time or hobbies. We think to
ourselves, ‘I can eat a healthy meal OR go out with friends to dinner.’
Instead, we can find ways to integrate the two. We can avoid ALL or NONE, and embrace the middle ground.”
Consider the following continuum and how it relates to your current situation/decision.
1 2 3 4 5 6 7 8 9 10
Now, think about the choice you’ve made. Think about where it fits on the continuum and write it in.
Finally, what would be a slightly better choice? Where would it rank on the continuum?
What would be a slightly worse choice? Where would it rank on the continuum?
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Consider the following continuum and how it relates to your current situation/decision.
1 2 3 4 5 6 7 8 9 10
Now, think about the choice you’ve made. Think about where it fits on the continuum and write it in.
Finally, what would be a slightly better choice? Where would it rank on the continuum?
What would be a slightly worse choice? Where would it rank on the continuum?
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Have you ever worked towards a goal, only to feel like you can never arrive
at the ‘end point?’
Say you want to lose weight... and you do. But you keep thinking, ‘just 10 pounds more.’
Or you run a marathon... but can’t help wishing your PB was a little lower.
Or you get a raise... but you’ve already started gunning for the next promotion.
Sound familiar? If you love progress, but feel like the end point— that perfect, happy place where you’ve finally ‘made it’—feels
never-ending, you’re not alone.
Progress is like a horizon. As we strive to improve, we run to- wards that horizon. Yet the horizon is an imaginary line: we can
never reach it.
If we forget that simple fact, it’s easy to get frustrated, tired, or burned out. We never get there. “There” is imaginary.
First you need to look back. See where you started. Notice the strides you’ve taken. Use distance you’ve already traveled as your
true measure of progress.
Then you need to look ahead. Think about where you’re going and plot out your next moves to ensure success.
To use this worksheet, either print off this document, or write directly in the pdf.
First, fill out the questions about your progress. Next, fill out the ones about what’s coming next.
And no matter where you net out, give yourself a pat on the back. You deserve it!
2. What are you most proud of from the last few weeks?
Here we’re looking for daily wins. Like having a good breakfast on your busiest morning. Or making a smart eating decision in a
tricky situation. You’ve done something to be proud of. Now’s the time to call it out.
3. How will you high-five yourself for the great work (in a healthy way)?
Think about how you’ll celebrate your progress, even if it’s just a small reward that supports your goals.
5. What next thing can you do to move past what you think you ‘should’ have done, and keep you moving forward?
Think about the next step you can take, right now, to stay on track.
1. Looking ahead to the next few weeks, what are you most looking forward to?
In other words, what are you excited about? Looking forward to? Ready to tackle?
2. Knowing what you’re about to work on, what advantages do you think you have that’ll make progress more likely?
Tune into your own unique abilities. What ‘superpowers’ do you have that can help you in your efforts?
3.Knowing what’s coming up in the next few weeks, what things are likely to stand in your way?
Consider the things that might prevent your progress.
4. How can you prepare, right now, to make sure those things don’t get in your way?
Having listed things that might stand in your way, think about how you’ll prevent them from sabotaging you. How can you avoid
obsta- cles before they happen?
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Push What is pushing you AWAY from your old ways of doing things?
What feels uncomfortable, annoying, and / or unworkable about your previous routine?
Habit To try something new, what old habits and routines would you have to change?
Thinking about how you normally do things, what would have to be different if you tried this new path?
Anxiety When you think about changing or doing something new, what do you worry about?
What are your concerns and / or questions about changing?
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Use the image below for the following exercise. Now, start filling it in.
• What in your life do you have total control over?
• What do you have some control over?
• What do you have no control over?
Then, look at the circle and see where you’ve allocated everything.
1
Highlight the items under “total control”.
Start there. You are the boss of those things. For the next few weeks, focus on making deliberate choices that reflect this
reality. Control what you can actually control.
2
Think about the items under “some control”.
What could bring them into the “total control” sphere? What pushes them out into the “no control” sphere? When and
how could you control these items? Do you need to control these? For now, just think about them.
3
Let go of the items under “no control”.
All you can do is manage and dynamically respond to these, using whatever behaviors and other factors that you can
control. Release your grasp on things you can’t control.
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Use the image below for the following exercise. Now, start filling it in. (If you aren’t sure how to do this, ask your coach.)
• What in your life do you have total control over?
• What do you have some control over?
• What do you have no control over?
Then, look at the circle and see where you’ve allocated everything.
1
Highlight the items under “total control”.
Start there. You are the boss of those things. For the next few weeks, focus on making deliberate choices that reflect this
reality. Control what you can actually control.
2
Think about the items under “some control”.
What could bring them into the “total control” sphere? What pushes them out into the “no control” sphere? When and
how could you control these items? Do you need to control these? For now, just think about them.
3
Let go of the items under “no control”.
All you can do is manage and dynamically respond to these, using whatever behaviors and other factors that you can
control. Release your grasp on things you can’t control.
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Please answer the questions as honestly as you can. There are no right or wrong answers.
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Please answer the questions as honestly as you can. There are no right or wrong answers.
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Color in each wedge with how strongly each particular stressor is affecting you right now. The more you color in, the more stress
you have in that domain.
Environmental stress
Pollution, noise, violence, etc.
Emotional stress
Grief, anger, shame, fear, etc.
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Begin with the outcome or results you’re seeking, and work backwards from there to identify a small related action that you’re
ready, willing, and able to do today.
OUTCOME:
End goal
This week
I will:
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Research shows that while our behaviors may seem “spur-of-the-moment”, when it comes to over-eating the groundwork is
laid several hours in advance by our daily rituals, habits, mindset, and automatic thinking. Over-eating is simply the last link in
a long chain. If you can break the first link, you have a much better chance of never getting to the last link.
The goal of this exercise is to build awareness of what your eating episodes have in common. Maybe it’s a time of day, or a
situation, or a type of food, or another person (or being alone), or a feeling – or all of these.
Describe in as much detail as possible what you are experiencing, or remember experiencing, at each stage. Then go back and
review. Look for common features. Look at the steps you took.
This helps you build understanding of the process, which you can then use to disrupt these patterns. For instance, if you habitually
over-eat in your kitchen at 6 pm when stressed, then figure out strategies to deal with a stressy dinner hour before it happens – as
far in advance as possible. If you habitually think certain thoughts beforehand (e.g., “I’m a failure”, “This will make me feel better”,
etc.) then come up with ways to respond to those thoughts before they hit you.
Complete this worksheet every time you have an episode of over-eating. Be honest and thorough. You are collecting data so that
you can analyze your own patterns and eventually develop strategies to deal with them.
2. Immediately beforehand:
4. Afterwards:
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3. Break practices down into small daily actions that you can do reliably and consistently.
A skill reflects the power to do something. So don’t mix a skill up with information or knowledge (e.g. reading nutrition and fitness blogs).
Skills take time and practice to develop. That’s why we break them down into practices, and small daily actions.
Break practices into actions: small, specific, concrete tasks that people can easily do daily, or as often as possible.
Repeated over time, these actions become habits, or automatic behaviors that are ingrained seamlessly into people’s lives.
A good practice or action should follow the “Five-S formula”, which means that it’s:
Strategic: Deliberately and purposefully moves towards the goal while removing blocks to progress.
Sequential: Introduced at the right time, in the right order, step by step.
2. Now brainstorm what skills may be needed to achieve your goal. They don’t have to be perfect — just get your brain working.
Write your ideas in the “skills” boxes.
3. Think up some practices that may help you build those skills. Again, perfection not required. Write your ideas in the
“practices” boxes.
4. Now, imagine a very small activity or task that you could reliably do every single day, no matter what, in order to help
reinforce the practice. That’s your daily action.
5. Once your worksheet is complete, review the plan. Do you have the expertise to know whether it’s right for you? If so,
consider the right time to get started. If not, is there someone who can help review the plan and help you revise it?
6. Choose a next action. Shuffle the skills and practices around until you identify the thing that makes the most sense to work on first.
7. When you’re confident with the plan, consider what you’ll do for support and accountability. Who will you check in with?
How frequently? What can they help with?
8. Get started. Begin with your first practice and see how it goes. We suggest you try 2 weeks of daily practice.
9. Iterate and adjust as you go along. Gather data about how well your plan is working, and tailor it as needed.
Consistent practice will ensure that skills, practices, and actions “stick” and sustain themselves relatively easily. No heroic effort
required.
Plus, by making each small action manageable and realistic, you’ll be much more likely to succeed. Each small success improves
your competence and development, which means you get to “level up” consistently.
The more you reinforce even tiny accomplishments, the more motivated you’ll feel, and the more likely your brain is to learn that
this new path is the right one to be on
YOUR GOAL
What do you want to accomplish?
SKILL SKILL
What abilities, competencies, and capacities will move you towards the goal? What abilities, competencies, and capacities will move you towards the goal?
NAME DATE
“Based on the assessments we did, it appears that you are having some trouble getting enough movement each day.
This is likely limiting your progress right now.
Most of us can only spend so much time at the gym. So I thought maybe we could brainstorm some other ways of
building movement into your regular routine.
If you are interested, I have some ideas that I can share with you.”
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DATE LIMITING FACTORS ADVANTAGES & SUPERPOWERS SKILLS NEEDED PRACTICES / ACTIONS TO BUILD SKILLS
x Not eating enough during Planning Regulate eating behaviors Recognize physiological hunger and fullness
the day cues; Normalize and routinize eating habits
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Based on these suggestions, my client and I agree to focus on this ONE area:
A slightly smaller version of the ONE small piece we’ve chosen is:
The proposed daily action matches the client’s nutritional level and overall agenda.
Based on the information above, what is your next step as a coach-client team?
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Time diary
TIME WHAT ARE YOU DOING?
12:00 AM
12:30
1:00
1:30
2:00
2:30
3:00
3:30
4:00
4:30
5:00
5:30
6:00
6:30
7:00
7:30
8:00
8:30
9:00
9:30
10:00
10:30
11:00
11:30
12:00 PM
12:30
1:00
1:30
2:00
2:30
3:00
3:30
4:00
4:30
5:00
5:30
6:00
6:30
7:00
7:30
8:00
8:30
9:00
9:30
10:00
10:30
11:00
11:30
12:00 PM
How could you plan and prepare more effectively to take advantage of the time you have?
What is ONE small improvement you might be willing to make to your time use to help yourself improve your health, fitness,
and / or nutrition habits?
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PROPOSED TASK
NOT WILLING
AT ALL 1 2 3 4 5 6 7 8 9 10 DYING TO DO IT
100%
CAN’T DO IT
AT ALL 1 2 3 4 5 6 7 8 9 10 CONFIDENT
I CAN DO IT
Revised task
REVISED TASK
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Use the “traffic light” system to identify which foods work best for you.
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“Based on the assessments we did, it appears that you are having some trouble with sleep.
Most of us can’t go from 0 to 100 immediately in the morning. We need time to wake up and ‘get the motor running’.
The same is true in reverse: Most of us can’t go from 100 to 0 before bed.
30-60 minutes before bed, you can find ways to wind down, activate the parasympathetic nervous system, and tell the
body it’s time to relax.
If you are interested, I have some ideas that I can share with you now.”
2. Keep alcohol and caffeine moderate. Both will interfere with sleep. Try to avoid caffeine within 8-9 hours of your bedtime.
3. Eat and drink appropriately. A regular to smallish-sized meal about 2-3 hours before bed, one that is balanced in nutrients,
can help facilitate sleep. Try not to drink too much liquid in the hours before bed, which will help you avoid waking up for
bathroom breaks.
4. Do a brain dump. Take a few minutes to write out a list of whatever is bugging you. Whatever is in your brain, get it out and
on to paper.
5. Turn off electronics. Digital devices stimulate our brain. We recommend unplugging from all screens at least 30 minutes
before bed. This includes television, computers, and smartphones. The screens release a blue light that prevents our brain
from preparing for sleep.
6. Stretch / read / de-stress before bed. Consider trying some yoga poses, reading, or meditation.
7. Go to bed before midnight. This is better aligned with natural light cycles.
8. Set an alarm to go to bed. Work backwards and add buffer time: If you need to wake up at 6 AM and want to be in bed for 7
hours, start moving towards bed around 10:30 PM with lights out by 11.
9. Exercise regularly. Physical movement (especially outdoors) can promote restful sleep at night.
10. Take a bath or shower. A warm bath with epsom salts or even a cool shower (depending on personal preference) can promote
restful sleep.
12. Have a stress-free / clutter-free bedroom. Get rid of stacks of mail, boxes, clothes strewn about, etc.
13. Keep it cool. Anywhere from 60-68 F (15-20 C) appears to work best at night.
14. Use white noise. For instance, turn on a fan, humidifier or HEPA filter.
15. Get outside in the sunlight and fresh air during the day. Or, if you work shift, try to get lots of bright light and movement
when you should normally be awake.
“Based on the assessments we did, it appears that you are having some trouble with stress and recovery.
We live in a society that promotes over-scheduling and being busy. It can be tough to ensure balance and allowing
regular recovery.
If you are interested, I have some ideas that I can share with you now.”
2. Volunteer once per week: This will likely increase the time you spend around people whose company you enjoy. Plus, you’ll be
living according to your values, which always provides a nice dose of goodness.
3. Get a regular massage every few weeks, or on your own preferred schedule.
4. Take ownership of your situation: Acknowledge what role you play in how your life is organized.
6. Set limits on screen time: Yes, this means not constantly checking emails, texting, and reviewing social media.
7. Meditate / pray / quietly reflect (any word you prefer) as often as possible.
8. Include low impact movement (e.g., yoga, walking, biking, hiking) daily. Walk to get your groceries. Bike to the gym. And so on.
9. Gain perspective: Step back and think about your entire life, then consider how today’s stressors fit into the big picture.
10. Practice being alone: Turn off your phone and go somewhere. Maybe out to dinner, a movie, a play, or on a hike. You are with
yourself always and forever. The more we can learn to enjoy our own company, the better.
11. Take deep breaths, focusing especially on a long out-breath: This immediately calms your stress response.
12. Practice gratitude: This might mean a daily journal. Or maybe a weekly letter to someone you appreciate.
NAME DATE
2. Keep alcohol and caffeine moderate. Both will interfere with sleep. Try to avoid caffeine within 8-9 hours of your bedtime.
3. Eat and drink appropriately. A regular to smallish-sized meal about 2-3 hours before bed, one that is balanced in nutrients,
can help facilitate sleep. Try not to drink too much liquid in the hours before bed, which will help you avoid waking up for
bathroom breaks.
4. Do a brain dump. Take a few minutes to write out a list of whatever is bugging you. Whatever is in your brain, get it out and
on to paper.
5. Turn off electronics. Digital devices stimulate our brain. We recommend unplugging from all screens at least 30 minutes
before bed. This includes television, computers, and smartphones. The screens release a blue light that prevents our brain
from preparing for sleep.
6. Stretch / read / de-stress before bed. Consider trying some yoga poses, reading, or meditation.
7. Go to bed before midnight. This is better aligned with natural light cycles.
8. Set an alarm to go to bed. Work backwards and add buffer time: If you need to wake up at 6 AM and want to be in bed for 7
hours, start moving towards bed around 10:30 PM with lights out by 11.
9. Exercise regularly. Physical movement (especially outdoors) can promote restful sleep at night.
10. Take a bath or shower. A warm bath with epsom salts or even a cool shower (depending on personal preference) can promote
restful sleep.
11. Keep the room dark. This means curtains, shades, and / or a sleep mask.
12. Have a stress-free / clutter-free bedroom. Get rid of stacks of mail, boxes, clothes strewn about, etc.
13. Keep it cool. Anywhere from 60-68 F (15-20 C) appears to work best at night.
14. Use white noise. For instance, turn on a fan, humidifier or HEPA filter.
15. Get outside in the sunlight and fresh air during the day. Or, if you work shift, try to get lots of bright light and movement
when you should normally be awake.
2. Volunteer once per week: This will likely increase the time you spend around people whose company you enjoy. Plus, you’ll be
living according to your values, which always provides a nice dose of goodness.
3. Get a regular massage every few weeks, or on your own preferred schedule.
4. Take ownership of your situation: Acknowledge what role you play in how your life is organized.
6. Set limits on screen time: Yes, this means not constantly checking emails, texting, and reviewing social media.
7. Meditate / pray / quietly reflect (any word you prefer) as often as possible.
8. Include low impact movement (e.g., yoga, walking, biking, hiking) daily. Walk to get your groceries. Bike to the gym. And so on.
9. Gain perspective: Step back and think about your entire life, then consider how today’s stressor fit into the big picture.
10. Practice being alone: Turn off your phone and go somewhere. Maybe out to dinner, a movie, a play, or on a hike. You are with
yourself always and forever. The more we can learn to enjoy our own company, the better.
11. Take deep breaths, focusing especially on a long out-breath: This immediately calms your stress response.
12. Practice gratitude: This might mean a daily journal. Or maybe a weekly letter to someone you appreciate.
13. Try a mind body scan: Find a quiet place with no distractions. Sit or lie down. Set a time, for 5 minutes if you like. Start at the
top of your head, and slowly go down to your toes. Notice all physical sensations: hot / cold, itchy, tense, etc. Observe, don’t
judge. You can do this anywhere, at any time, in order to slow down and calm your body.
NAME DATE
Using hands to measure portions is a good approach for most clients who don’t need specific amounts of foods or macronutrients.
1. Hands are portable. They come with you to work lunches, restaurants, social gatherings, etc.
3. Hands scale with the individual. Bigger people need more food, and tend to have bigger hands, therefore getting larger
portions. Smaller people need less food, and tend to have smaller hands, therefore getting smaller portions.
4. Hand-size portions can help you track food choices, nutrients, and energy simply and easily. This saves time-consuming and
often unnecessary weighing and measuring, which most people don’t need.
Proteins 1 palm ~20-30 g ~3-4 oz (85-115 g) cooked meat / tofu, 2 whole eggs, 1 cup Greek yogurt
Carbohydrates 1 handful ~20-30 g ~1/2-2/3 cup (100-130 g) cooked grains / legumes, 1 medium fruit /
tuber
Fats 1 thumb ~7-12 g ~1 tbsp (14 g) oils, nuts, seeds, nut butter, cheese, etc.
Use the following meal framework or template for a simple and flexible meal planning guide.
For most moderately active men, this translates to a daily And for most moderately active women, this translates
intake of about: to a daily intake of about:
• 6-8 palms of protein dense foods • 4-6 palms of protein dense foods
• 6-8 fists of vegetables • 4-6 fists of vegetables
• 6-8 cupped handfuls of carb dense foods • 4-6 cupped handfuls of carb dense foods
• 6-8 thumbs of fat dense foods • 4-6 thumbs of fat dense foods
Work with your goals, needs, activity level, and more importantly, results.
Track progress closely, use outcome-based decision making, and stay flexible.
For instance, men generally need more food than women, younger people more than older people, and athletes more than
sedentary people.
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Beverage
Fruit
Protein
Veggies
Starch
Fats
• Eat slowly and stop eating when you’re appropriately full. • Choose local or organic foods when possible.
• Choose mostly whole foods with minimal processing. • Use smaller or larger plates based on your own body size.
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Beverage
Fruit
Protein
Veggies
Starch
• Eat slowly and stop eating when you’re appropriately full. • Choose local or organic foods when possible.
• Choose mostly whole foods with minimal processing. • Use smaller or larger plates based on your own body size.
NAME DATE
Beverage
Fruit/Starch
Protein
Veggies
Fats
• Eat slowly and stop eating when you’re appropriately full. • Choose local or organic foods when possible.
• Choose mostly whole foods with minimal processing. • Use smaller or larger plates based on your own body size.
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These are just some suggestions, sorted by color. Feel free to add other fruits and vegetables that you enjoy.
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Here are some suggestions for foods that are good sources of healthy carbs.
As with all our suggestions, think of it like a buffet: Take what you like, and leave the rest.
*Whole grains foods made from flour can affect blood sugar differently in different individuals. If flour-based grains seem to
negatively affect you, consider whole, intact grain foods.
**In the case of fruits, it might take some work to know how long a particular fruit “stays with you”. Some folks find that fruit will
hold them for a while; others find that starchier carbohydrates work better than sweeter ones (or that particularly sweet fruits, such
as tropical or dried fruits, seem to spike their blood sugar).
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Here are some suggestions for foods that are good sources of healthy fats.
As with all our suggestions, think of it like a buffet: Take what you like, and leave the rest.
Plant-based Animal-based
Avocado and avocado oil Aged cheese*
Cacao (dark chocolate) Butter*
Cold-pressed nut and seed oils Cream*
Fresh coconut and coconut oil Higher-fat dairy*
Nuts and seeds Egg yolks*
Nut and seed butters
Olives and extra virgin olive oil Higher-fat animal proteins+
Fattier cuts of beef and pork*
Supplement Fattier cuts of lamb and mutton*
Omega-3 fatty acid supplement Fattier cuts of poultry (e.g., dark meat)*
(e.g., fish oil, krill oil, or algae oil)
Fattier fish (e.g., salmon or herring)**
* The fat quality will be best if these are grass-fed and/or pastured (depending on the type of animal), rather than conventionally farmed.
**The fat quality will be best if these are wild-caught, rather than conventionally farmed.
+
These are protein-rich foods that are also relatively rich in fats, but as hand portions only count as proteins.
For an exhaustive list of fat sources check out this infographic: https://www.precisionnutrition.com/what-should-i-eat-infographic
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For instance:
• Someone who lives in California might think toasted grasshoppers (chapulines) are icky; and someone else who lives a few
hundred miles south in Mexico might think they’re delicious.
• Puffin is commonly eaten in Iceland (along with whale, as in other Arctic regions), while pigeon often appears on menus in China.
• Frogs and snails are part of French cuisine; horse is common in Italy; alligator, crayfish, and rattlesnake can be found in the
southern United States.
As with all our suggestions, think of it like a buffet: Take what you like, and leave the rest.
For an exhaustive list of protein sources check out this infographic: https://www.precisionnutrition.com/what-should-i-eat-infographic
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Just before Are you physically hungry? Pause and check in. Look for signals like a rumbling stomach,
lightheadedness, irritability, etc. You want to be around a 7 out of 10 on the hunger scale.
eating
Immediately To be 80% full, shoot for about a 2 or 3 out of 10 on the hunger scale. Pause for 15-20
minutes before you eat more. This will give your brain time to catch up. You want to feel
after eating satisfied, not stuffed.
One hour You should still feel physically satisfied with no desire to eat another meal.
after finishing
Two hours You may start to feel a little hungry, like you could eat something, but the feeling isn’t
overwhelming.
after finishing
Three to four Check in. You may be getting a bit hungry, perhaps a 4 to 6 out of 10. If you’re around a
7, eat. Not really hungry yet? That’s OK. Follow your body cues.
hours after
finishing
Four or more You’re probably quite hungry, like nothing is getting between you and the kitchen. If you’re
around a 7 or higher, eat. Not really hungry yet? That’s OK. Keep checking in with your
hours after body. You may find you need to act fast once your body decides to be hungry — so be
finishing prepared with a healthy and quick option, just in case.
This worksheet helps you get into the habit of noticing how physically hungry or full you are. Look for body cues such as:
Goals
1. 2. 3. 4. 5.
Stay aware of your Start eating when Stop eating when you’re Notice your thoughts, Try to distinguish “need
physical hunger cues you’re around around a emotions, and physical to eat” from “want to
and learn to calibrate a 7 or higher. 2 or 3 (80% full). sensations around eat” or “should eat”.
your eating. eating times.
2. Observe and record your physical and emotional sensations at each meal. For physical sensations, focus on how your
stomach feels in particular
Example
DATE TIME HUNGRIEST NOT HUNGRY
Jan 26/14 12 PM 10
Notes
0Starving when I started out… didn’t eat breakfast. Over-ate. Feel real0ly
9 8 7 6 5 4 3 2 1
Notes
9 8
0 7 6 5
9 PM 10
Notes
9 8 7
0 6 5
0
4 3
Feel good. Went to the store and bought some nice berries to eat.
2 1
1. Mark TWO boxes for each meal: how hungry you are when you start eating, and how hungry you are (or aren’t) when you
finish eating.
1 = not hungry; 10 = hungriest you’ve ever been. Your goal is to start eating when you’re around 7-8, and finish around
2-3 (80% full).
2. Observe and record your physical and emotional sensations at each meal. For physical sensations, focus on how your
stomach feels in particular. Also feel free to jot down any thoughts or other notes about what helps or hinders you to eat slowly
and stop at 80% full.
10 9 8 7 6 5 4 3 2 1
Notes
10 9 8 7 6 5 4 3 2 1
Notes
10 9 8 7 6 5 4 3 2 1
Notes
10 9 8 7 6 5 4 3 2 1
Notes
10 9 8 7 6 5 4 3 2 1
Notes
10 9 8 7 6 5 4 3 2 1
Notes
10 9 8 7 6 5 4 3 2 1
Notes