Personal Training Evaluation Form Template for New Zealand

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Personal Training Evaluation Form

"I need a Personal Training Evaluation Form for my boutique yoga and pilates studio in Auckland, with extra emphasis on pregnancy and post-natal assessment sections, to be implemented by March 2025."

Document background

The Personal Training Evaluation Form is an essential document used in the New Zealand fitness industry to establish a baseline understanding of a client's health status, fitness level, and training objectives. This form must be completed before commencing any personal training services, serving as both a screening tool and a record of the client's initial condition. It ensures compliance with New Zealand's health and safety regulations, privacy laws, and fitness industry standards. The document includes comprehensive sections for personal information, medical history, lifestyle factors, and fitness goals, while incorporating necessary liability waivers and informed consent. It's designed to protect both the trainer and client while gathering crucial information needed for safe and effective program design.

Suggested Sections

1. Personal Information: Basic client details including name, contact information, age, occupation, and emergency contact details

2. Health History: Medical conditions, past injuries, surgeries, medications, and any current health concerns

3. Lifestyle Assessment: Current activity levels, daily routine, sleep patterns, stress levels, and general lifestyle habits

4. Fitness Goals: Client's specific fitness objectives, timeframes, and motivation factors

5. Physical Activity Readiness: PAR-Q+ questionnaire to screen for health risks before beginning exercise

6. Current Fitness Level: Self-assessment of current exercise habits and perceived fitness level

7. Informed Consent: Client acknowledgment of risks and consent to participate in fitness assessment and training

Optional Sections

1. Nutrition Assessment: Detailed dietary habits and nutrition information - include when nutrition coaching is part of the service

2. Body Composition Analysis: Detailed measurements including weight, body fat percentage, and circumference measurements - include when body composition tracking is requested

3. Sport-Specific Requirements: Additional questions related to specific sports or activities - include for clients with sport-specific training goals

4. Pregnancy Considerations: Additional health questions and considerations for pregnant clients - include when applicable

5. Performance Testing Results: Section for recording initial fitness test results - include when baseline performance testing is part of the evaluation

Suggested Schedules

1. Schedule A: Physical Assessment Results: Detailed recording sheet for initial fitness assessment measurements including cardiovascular endurance, strength, flexibility, and balance tests

2. Schedule B: PAR-Q+ Form: Full Physical Activity Readiness Questionnaire Plus form as per standard health screening protocols

3. Appendix 1: Risk Stratification Chart: Reference chart for categorizing clients into risk levels based on health history and assessment results

4. Appendix 2: Measurement Protocols: Standardized protocols for taking measurements and conducting fitness assessments

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Personal Information Collection
Health History Disclosure
Medical Clearance
Privacy and Confidentiality
Consent and Authorization
Risk Acknowledgment
Health and Safety
Emergency Procedures
Information Use and Storage
Assessment Procedures
Physical Activity Readiness
Liability and Indemnification
Medical Disclaimer
Data Protection
Information Sharing
Declaration of Truth

Relevant Industries

Health and Fitness

Sports and Recreation

Healthcare

Wellness and Lifestyle

Corporate Wellness

Education and Training

Insurance

Rehabilitation Services

Relevant Teams

Operations

Health and Safety

Legal

Compliance

Fitness Services

Member Services

Risk Management

Quality Assurance

Client Relations

Professional Development

Relevant Roles

Personal Trainer

Fitness Manager

Gym Owner

Exercise Physiologist

Sports Coach

Wellness Coordinator

Rehabilitation Specialist

Group Fitness Instructor

Corporate Wellness Manager

Health and Safety Officer

Medical Exercise Specialist

Athletic Director

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Authors

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