Behavior Upgrade Toolkit Guide
Behavior Upgrade Toolkit Guide
TOOLKIT
TABLE OF CONTENTS
STEPS
1 Cultivate Intent Outcome x (Reason + ROI) = Intent
BEHAVIORAL QUALITIES
Intrinsic Motivation Refers to one’s reason to engage in a behavior due to internal, or intrinsic, benefits.
Refers to one’s belief, trust, and confidence in their capacity to execute the
Self-Efficacy
behaviors necessary to produce desired results.
There are many ways to walk someone through the EXOS Behavior Upgrade Model. In the following
pages, there are a handful of simple strategies on how to take a client through our model. While life
will always present twists and turns, following these strategies will hopefully keep your clients on the
“happy path” as much as possible.
BE SPECIFIC
Ask focused questions to get the right information.
BE DIALED IN
Effectively listen and be empathetic while inquiring.
2 Attach a benefit
3 Assign a trigger
CELEBRATE VICTORIES
Boost your clients’ trust in their ability by recognizing successes, big or small.
KEEP IT NOVEL
Encourage your client to change how, when, and/or where the behavior is done and have them experiment with the
reward they get from executing the behavior (i.e. a weekend trip, a massage, etc.)
ENCOURAGE RELATEDNESS 4
MAKE IT SOCIAL
Involve your client in group activities, classes, or events or help them connect with a buddy.
MAINTAINING PROGRESS 5
PROVOKE AWARENESS
Encourage your clients to be personally and socially aware by helping them increase their emotional intelligence.
At times, your clients will fall below the threshold of success and it’s our responsibility to help them
get back above it. If revisitng previous steps in the model will not do the trick, it may be a signal to
look at your client’s intrinsic motivation, self-efficacy, and/or resilience. Teach the following strategies
to your clients to help them regain their motivation, boost the trust and confidence they have in
themselves, and/or cope with stressors better.
2 See if you can connect your intent with a statement, item, picture, etc.
4 Anytime you feel like you need a little spark, look at, listen to, or read your token.
5 Let it remind you of your original intent for starting this journey.
3 Next, picture all the things that could go wrong or prevent you from succeeding.
4 Keep replaying the chaotic scene until you’ve gone one-by-one and eliminated every risk.
5 Don’t stop until you’ve made it back to your original scene of perfection.
2 Detail your role in making these things happen and detail how you can increase these events.
3 Reflect on your list each night and focus on one as you fall asleep.
4 Choose your top three at the end of each week and use them to overcome negative thoughts and situations.
2 Pause and slow your impulse to react negatively so you give yourself a chance to react positively.
Reframe the situation as something you can own and overcome the challenge that has presented itself
3 before you.
3 Exhale slowly for 10 seconds to amplify your “rest and digest” reflex.
4 Repeat for two to three minutes to bring yourself back to a calmer state.
2 Then, open your eyes and focus on what your five senses are telling you about the outside world.
Switch back and forth for 30 seconds each to gain a new perspective of your current situation and
3 build resilience.
OARS
The following are four principles to consider when engaging in conversations to help connect and
build a trusting relationship. This basic approach to interactions in motivational interviewing is cap-
tured by the acronym OARS.
Open-Ended Questions | Open-ended questions help to fuel conversation and allow members to open
O up and reveal small details about themselves – their desires, hopes, and fears – that will be critical in your
interactions and programming. Open-ended questions cannot be answered with a simple yes or no.
Example: “What was interesting about the process of assessment for you?” rather than, “Did you find that
interesting?”
Affirmations | When a client has responded to your question, say something affirming to what they have
A just told you. This will allow for attunement between you and the client, instill a deeper sense of trust, and
enable positive conversation. Examples: “Wow, you really are motivated to do that,” or “Cool, you really took
a lot of time to think that one out.” Saying authentic affirmations will help to show your support of the
member.
Reflective Listening | Emotions are big drivers for motivation. Listen for emotion in conversation and
R reflect your observations back to them for confirmation. This helps build self-awareness for members, and
shows your empathy toward them. Examples: “That must have been difficult for you,” “Wow, that must have
made you angry when that happened,” or “You seem to have lost faith in personal training.”
Summarize the Positive | It is important to anchor the positive aspects of the conversation and help the
S member reframe. Listen for the positive aspects of the conversation and affirm wherever possible.
Example: “So what I hear you saying is that you have been successful after a few initial disappointments
and you would like a better coach with the support of your family to help you achieve your goals, correct?”
Draw a simple grid to help guide the conversation whether it’s in-person or over the phone.
Disadvantages Advantages
Taking No
Action
1 2
Taking
Action
3 4
In your discussion, work through the following points and take notes. Remember, apply your own personality to the
conversation and take the time to listen as you progress through.
1 | Think about all the disadvantages of taking no action towards making this change.
2 | Now, think about all the advantages of taking no action towards making this change.
3 | Think about all of the disadvantages of taking action towards the change we discussed.
4 | Now, think about all of the advantages of taking action towards making this change.
After your conversation, a sample grid may look like this.
Disadvantages Advantages
Taking No Poor health; shorter life; doctors bills; No effort; eat what I like; drink what I
Action diabetes; overweight like; relax a lot
1 2
Taking Lots of effort; have to ask for help; Live longer and happier; more vitality
Action fear of failing; test my will power and enjoyment; more energy
3 4
Reframe what you heard from the client by talking through each block in the grid.
Step 1 - Discuss the future | Take a moment to contrast these first two blocks with the client.
+ Block 4 - These are the positives that will emerge if you start making changes.
+ Block 1 - This represents the reality that you will face if you carry on as you do now.
Step 2 - Discuss barriers to change | Take a moment to discuss these barriers and work to identify simple
strategies to avoid them.
DESIRE
A simple way to determine your clients desire is to use a numerical self-scoring system to ask:
+ On a scale of 0-10, how important is it for you right now to lose weight, where zero is “I don’t really care”
and 10 is “I can’t live without it”.
+ If the score is a six, ask why it’s not a five or seven. A score of seven or less means change is not likely.
+ Use their value to generate conversation and resolve further ambivalence.
ABILITY
First, ask: “What makes you believe you can do this?”
Determining the ability of your clients is as simple as asking them to self-score their confidence.
+ Based on your past experience, on a scale of 0-10, how strong is your trust in yourself that you have the
ability to make this change?
+ Zero means you have not had much success in the past and 10 means you have always managed to
achieve this level of challenge.
+ A score of seven or less means the client lacks the confidence in his or her ability to succeed based on
experienced failures in the past.
REASONS
When it comes down to practical REASONS of why your clients are contemplating a change, it is important to
encourage them to verbalize these reasons.
+ Can you think of multiple reasons why you want to do this?
+ These reasons should be purely practical, unemotional, rational reasons such as “I want to lose weight
because my clothes will fit me better”
+ Ask your clients to write down as many as they can that answer the question, “what practical problems
will this goal solve for me?”
+ Your clients ideally will want to be able to think of five reasons why this particular goal or sub-goal is
necessary in their life and ambitions. Less than five is not ideal.
NEEDS
Ask your clients to think of the personal needs that will be met when they activate change.
+ I want to lose weight because I will feel better about myself.
+ Have them write down as many as they can that answer the question, “why is this goal vital to my life?”
+ Your clients ideally will want to be able to think of five reasons why this particular goal or sub-goal is
necessary in their life and ambitions. Less than five is not ideal.
COMMITMENT
Desire (10) + Confidence in Ability to Succeed (10) + Reasons To Change (5) + Needs Met (5) = 30
Scenario 1 | 30 would increase the likelihood of success. For each reason or need score above five, there is no
positive gain added by six or more reasons or needs you have identified.
Scenario 2 | A score of 20 is borderline and would suggest you need to address the low scores on DARN with your
client until the score increases.
Scenario 3 | Below 20 suggests your client is not likely to change and you will need to resolve their ambivalence
further and work toward a new perspective or new goal.
A good question to ask as you explore your client’s level of commitment is, “what are you willing to do now?”
When a member talks about change, they are more likely to change than if someone else (such as a coach or
dietitian) talks about it for them. Here are some examples of change talk to listen for:
Desire Statements
D “I’d like to quit drinking if I could.”
“I wish I could make my life better.”
“I want to take better care of my kids.”
Ability Statements
A “I think I could do that.”
“That might be possible.”
“I’m thinking I might be able to cut back on cigarettes.”
Reasons Statements
R “I have to quit smoking because of my asthma.”
“To keep my truck driving license, I should probably cut down on my drinking.”
“My husband may leave me if I don’t go to therapy.”
Needs Statements
N “It’s really important to my health to change my diet.”
“Something has to change or my marriage will break.”
“I’ll die if I keep using like this.”
In summary, focus on listening for change talk and reinforce it when you hear it. If it doesn’t come out naturally in
conversation use provoking questions to help draw out change talk.
+ + + = COMMITMENT
DESIRE ABILITY REASON NEED
The Why Chain is a simple and continual process of asking “why is that important to you?” to ultimately drive the
client to a meaningful desire for change. You can have your clients answer verbally or have them write it down.
Once you uncover your clients’ true desire, encourage them to anchor it in the form of a commitment statement, a
token or a photo. Each day, it will remind your clienst of the importance of their behavior upgrade.
So I can be more
Why is that important? productive throughout
the day.
Because it make me
Why is that important?
happy and relaxed!
PROVIDING A RECOMMENDATION
Recommending solutions is a meticulous skill because we want to suggest a positive direction with
attainable goals and stay in the spirit of autonomy and collaboration. Therefore, it is important to
avoid coercion, persuasion, constructive confrontation, and the use of external contingencies to
impose your ideas.
We want to ensure there is always a next step for each of our clients, no matter how big or small that step might be.
When suggesting this recommended path it is important to consider how you are delivering your message. Next,
we’ll walk through a few strategies (with the acronym FRAMES) to help you effectively communicate and present
your recommendations to your client.
[Take] Responsibility | Take the time to point out why this recommendation is personal and
R important to the client by reconnecting it to what you know about him or her.
[Provide Appropriate] Advice | Provide your advice clearly to the client, with a focus on
A small but significant changes, while wrapping it with an associated proven outcome/benefit.
[Offer Them a] Menu of Options | Respect the client’s autonomy and give him or her an
M option to make a choice.
[Express] Empathy | Once you have provided your suggestion, pause and listen to the client’s
E reaction. Adjust your recommendation or approach if you sense resistance.
[Encourage] Self-Efficacy | Emphasize that what he or she does will make a difference, not
S you or anyone else.
Use these strategies as you see fit when starting to establish a pathway for your client. We must skillfully weave the
principles and strategies of Motivational Interviewing within our recommendations to ensure the client feels heard
and in control of his or her own path.
PERSONAL Self-Management
Self-Awareness
COMPETENCE (Self-Motivation)
Relationship
SOCIAL Social Management
COMPETENCE Awareness Social & Interpersonal
Skills
2 | SELF-REFLECTION CHECK-INS
Take an extra step to look deeper into yourself and your behaviors through journaling or conversing. Setting a
regular cadence of self-reflection (at least once a quarter if not more frequently) to review your emotions and
behaviors will help avoid a coach-centered approach to motivational interviewing. Continuous adjustment to
feedback will keep you alert and fluid in your awareness. Consider questions such as:
SELF-REGULATION STRATEGIES
1 | ESTABLISH YOUR VALUES
Grab a journal and write down your top five values. At EXOS, our list of values are unity, drive, ingenuity, integrity,
accountability and humility. So think about yours. It is important to be clear on what is personally meaningful to you
to lay the groundwork for managing your thoughts and responses in the real world.
SELF-MOTIVATION STRATEGIES
1 | DO THE SIMPLE THINGS SAVAGELY WELL
Take your own advice. Break your larger goal into micro-goals and ritualize them so they become upgraded
behaviors. Keep a record of your progress on a weekly basis and make adjustments based on life circumstances.
Give yourself a break when life gets in the way but get back on track and hold yourself accountable. Doing simple
things savagely well will set you up for great success.
3 | STAY POSITIVE
Each evening, write down three things you are grateful for. Spend at least 60 seconds thinking about each one and
acknowledge the impact it has on your life and those around you. Remembering the goodness in your life will help
keep you focused and on the track to greatness.
3 | KEEP IT FUN
Social competence doesn’t need to be serious. The more we practice, the more chances we have to stumble and
look silly. So what? Let yourself stumble and move on. Stay humble. We can stand tall in our power even more when
we stay in the light of humor, allowing others to anoint us rather than vying for the positon through arrogance.
Explore, discover, and have fun while you hone your skills along the way.
Feed Your Superpowers Maximize Your Efforts Fill the Gaps Up Your Color Quotient
Fill your plate with foods that Eat and drink the right things It can be tough to get all your Create power meals with a
help your body fuel, build, before, during, and after your nutrients from food alone. If variety of nutrient-dense
protect, and prevent. workout. needed, supplement wisely. veggies and fruits.
AIM TO SUSTAIN
Staying hydrated and eating early and as often as you need helps sustain energy, lower stress, and boost
metabolism. No matter your schedule, kick-start your day with an energizing meal. Continue eating small meals
or snacks and hydrating throughout the day to keep your energy up, your focus sharp, and your mood stable.
Rise & Dine Create An Even Spread Stay Hydrated
Eat your first meal within 30-60 minutes Spread your meals and snacks Choose beverages that hydrate
of waking up. evenly throughout the day. your brain and your body.
DEVOUR LIFE
Food brings us together and takes us on personal journeys. From the smell of something delicious baking in the
oven to the satisfying crunch of crisp vegetables, food reminds us to reflect, look forward, and relish the here
and now. A toast to food and all the joy it brings.
General
Movement
1-2 movements 2-3 movements
Glute
Activation 2 movements 3 movements
Dynamic
Flexibility 3 movements 4 movements
Movement
Skill 1-2 movements 2-3 movements
Integration
Neural
Activation 1-2 movements 2-3 movements
TRAINING SPLITS
Training 1-2x/Week Training 3-4/Week
Beginner Advanced
POWER BLOCK
Power
SECONDARY BLOCK
POWER
PRIMARY
Lower Pull | Mobility Lower Pull | Mobility
SECONDARY
Upper Pull Upper Pull
Anti-Rotation Anti-Rotation
20
STRENGTH | PUSH-PULL SPLIT
POWER
PRIMARY
Lower Pull | Mobility Upper Pull | Mobility
SECONDARY
Upper Push Lower Push
Anti-Rotation / Isolation Anti-Rotation / Isolation
21
STRENGTH | UPPER-LOWER SPLIT
POWER
PRIMARY
Upper Pull | Mobility Lower Pull | Mobility
SECONDARY
Upper Pull Lower Push
BodyBuilding / Isolation Anti-Rotation
ENERGY SYSTEMS DEVELOPMENT
x
Power
x x x
YELLOW ZONE
Interval Continuous
GREEN ZONE
Metabolic
Interval Conditioning
RED ZONE
Performance Fitness
HYDROTHERAPY RECOMMENDATIONS
Cold Water Hot / Cold Contrast
Your clients will be performing at a high level for the hour or two they’re with you in a given day, but what
about the other 22 to 23 hours? Our “Perfect Day” solutions are designed to help your clients sustain high
performance throughout their day and week by boosting their energy, improving their mood, and decreasing
their stress.
TAKE A MICRO-VACATION
1 Close your eyes and slow your breathing.
3 Think about the sounds, the sights, how it feels, and immerse yourself in it.
4 Then pick one calming word and say it in your head over and over again as you enjoy your vacation.
GIVE THANKS
1 Create a list of three things you are thankful for.
4 Identify as many reasons as you can for why you’re thankful for what you listed.
HYDRATE OFTEN
A GOOD RULE OF THUMB
Aim for ½ to 1 ounce of water per pound of body weight per day.
EAT YOUR WATER
Eat at least one hydrating fruit or veggie at every snack and meal.
AIM TO SEE CLEAR PEE
Use your urine color to check your progress - clear = hydrated, yellow = less hydrated.
AIM TO SUSTAIN
RISE AND DINE
Eat your first meal within 30-60 minutes of waking up.
STAY ALIGNED
AT WORK
Use a standing desk, wrist support, and eye-height screen.
WHILE DRIVING
Adjust your mirror so you must sit up straight.
IN BED
Use pillows to keep your joints happy.
EMOTIONAL INTELLIGENCE
by Daniel Goleman
LORE OF RUNNING
by Dr. Tim Noakes
MADE TO STICK
by Chip and Dan Heath
MOVEMENT
by Gray Gook
EXAMPLE WORKOUT
A WEEK 1 WEEK 2 WEEK 3
3 ea 3 ea 3 ea
POWER
3 ea 3 ea 3 ea
3 ea 3 ea 3 ea
BENCH PRESS - DB | 90/90 w/ Arm Sweep x 3
8 - 10 8 - 10 8 - 10
8 - 10 8 - 10 8 - 10
8 - 10 8 - 10 8 - 10
PRIMARY
ROMANIAN DEADLIFT - BB
8 - 10 8 - 10 8 - 10
8 - 10 8 - 10 8 - 10
8 - 10 8 - 10 8 - 10
REVERSE LUNGE - DB
10 - 12 10 - 12 10 - 12
10 - 12 10 - 12 10 - 12
LAT PULLDOWN
12 - 15 12 - 15 12 - 15
12 - 15 12 - 15 12 - 15
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