Personal Trainer how-to

How to Run a New Client Assessment

Assessments set safe, realistic programs.

Updated By the Career Education Institute Curriculum Team
Quick answer

Assessments set safe, realistic programs. In short: review; discuss; measure, then complete the remaining steps below.

Step by step

  1. Review the PAR-Q and health history.

  2. Discuss goals and schedule.

  3. Measure baseline metrics.

  4. Assess movement patterns.

  5. Test strength and endurance safely.

  6. Explain the plan.

Safety reminders for personal trainers

  • Screen clients before training
  • Teach proper form and progress gradually
  • Know CPR/AED and emergency plans
  • Stay within scope of practice

Progressive overload · Rep · Set · Periodization · RPE · HIIT: see the full personal trainer glossary.

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