executive summary example
TRANSCRIPT
![Page 1: Executive Summary Example](https://reader036.vdocuments.us/reader036/viewer/2022071815/55a988041a28ab76248b475b/html5/thumbnails/1.jpg)
Client Name Matt Smith
Assessment Trainer Joe Bloggs
Branch/Date City / 10th November 2014
Goals Agreed Goals: Short term (Immediate)
• Train 2x a week at Matt Roberts and 1x a week Outside • Eat 4 meals day • Drink 3 litres a day Medium term (1 Months - 3/12/2014)
• Drop 2kg of weight. • Lose 9 cm from all 3 circumfer-
ence sites. • Second picture for comparison Long term (3 Months - 05/01/2014)
• Lose 6 kg • Lose 21 cm from all 3 circumfer-
ence sites • Sustaining a lifestyle that is balanced and healthy Agreed Training Frequen-cy: 2 x Matt Roberts sessions per week 1 x Solo Gym session per week 1x Activity at weekend. Key Progress Indicators: Weight, circumference measurements and photos.
The Goal Section is clearly portioned into Short, Medium and Long Term goals. These are:
Achievable,
Specific,
Measurable indicators of
progress.
Clear timelines are also included.
The agreed training frequency clearly demonstrates that the client’s complete exercise programme is under control of the trainer- not just the sessions taking
place at the gym.
FITNESS ASSESSMENT EXECUTIVE SUMMARY
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Statistics Weight: 92.4kg Chest Measurement: 108.5 cm Waist Measurement: 104 cm Hips Measurement: 110.5cm
Retest Agreement Retest Date #1: 14/11/2014 (Friday) Retest Date #2: 21/11/2014 (Friday) Retest Date #3: 28/11/2014 (Friday)
Physio Screen? Food Diary?
Completed Completed
Additional Notes With 10 days between the fit test and first session, it gives a great opportunity to work on the basics of nutrition and hydration. The aim is to fix a routine that is manageable for the first 8 weeks. I expect to see progress with the first retest on Friday 15th. We have set a structure of 4 meals a day. Each meal has 2 palms of vegetables, 2 palms of protein and a tablespoon of healthy oil. We are swapping mocha coffees to bulletproof or black coffees. In week 2 aim to reduce coffees to just before workouts. The last initial behavioural goal is drinking 3 litres of water a day. The two training sessions at Matt Roberts will be a combination of mobility, hy-pertrophy and metabolic conditioning work. This will be to stimulate the re-lease of adipose tissue into the bloodstream for the body to use as energy post exercise. The session outside of Matt Roberts should be either a 30-45 minute low inten-sity cardio session with a bulletproof coffee prior, or a full body workout using machines within the gym. The level of motivation and thirst for knowledge is fantastic. I am looking forward to training you Matt.
This section is very clearly laid out, with additional measurements spe-cific to the client’s goals inputted.
The notes section clearly demonstrates that the trainer has engaged with the cli-ent’s needs. It is detailed and shows a confident plan of action! The language
used is motivating, and the content is in-formative.
Showing the days here indi-cates that the trainer is aware of the client’s regular bookings.
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