Executive Summary Example

1. 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

2. 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.