A client intake & check-in tool for coaching, informed by Blue Zones' Power 9, the MIND & Mediterranean-DASH diets, ACLM (American College of Lifestyle Medicine) resources, and core mental health screening measures.
For each statement, select the number that best reflects your life over the past 2–4 weeks. There are no right or wrong answers — this is simply a snapshot to help guide our work together.
A summary of today's check-in.
| Domain | Score | Reflection |
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Schedule a consultationThis assessment draws on the following established research frameworks and clinical resources.
Dan Buettner's Blue Zones research (National Geographic–funded demographic studies of the world's longest-lived populations: Okinawa, Sardinia, Nicoya, Ikaria, and Loma Linda). The Power 9 synthesizes nine shared lifestyle habits across these regions — natural movement, purpose, stress downshifting, the 80% rule, plant slant, wine at 5, belonging, loved ones first, and right tribe.
Adapted from the GAD-7 (Generalized Anxiety Disorder 7-item scale), developed by Spitzer, Kroenke, Williams, and Löwe (2006), Archives of Internal Medicine — a widely validated brief anxiety screening tool used in primary care and behavioral health settings.
Coping items are grounded in cognitive-behavioral therapy (CBT) principles distinguishing adaptive coping (problem-solving, social support, emotional processing) from maladaptive coping (avoidance, numbing, substance use), as established in Lazarus & Folkman's transactional model of stress and coping. Self-care items reflect research on self-care as a distinct construct from general coping — how consistently it's practiced and whether it's perceived as a necessity versus an indulgence — which shapes whether people sustain it under stress.
Informed by CDC/WHO physical activity and preventive care guidelines, and by ACLM (American College of Lifestyle Medicine) pillars, which recognize physical activity and regular preventive care as core lifestyle medicine domains.
MIND diet developed by Martha Clare Morris and colleagues at Rush University Medical Center, combining Mediterranean and DASH principles to target brain health. DASH originated from NIH-funded clinical trials; the Mediterranean pattern is supported by decades of cardiovascular research (e.g., the PREDIMED trial). Both are core nutrition pillars within ACLM's lifestyle medicine framework.
Based on sleep hygiene guidance from the CDC, National Sleep Foundation, and American Academy of Sleep Medicine — covering consistent sleep/wake timing, 7–9 hours nightly, blue-light reduction before bed, sleep environment, and caffeine timing.
Structured as a general intake inventory rather than a scored instrument, informed by standard clinical medication/supplement reconciliation practices and substance-use screening conventions consistent with SAMHSA and NIAAA guidance on alcohol quantity thresholds and substance use disclosure categories.
Structured as a general intake inventory rather than a scored instrument, informed by pre-activity readiness screening practices such as the Physical Activity Readiness Questionnaire (PAR-Q+) and standard clinical intake norms for reviewing injury and medical history before designing an exercise or lifestyle plan.
Drawn from the World Health Organization's Integrated Care for Older People (ICOPE) framework, which screens intrinsic capacity across mobility, cognition, vitality, and psychological domains; the CDC's STEADI fall-risk initiative and its core balance/falls questions; the CDC's subjective cognitive decline (SCD) module, which asks about worsening confusion or memory loss over the past year; and longevity research on sense of purpose in older adults (e.g., Kim, Hill, and colleagues), linking a strong sense of purpose to healthier, longer life.