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Portfolio Index
Page 4-5 6 8 9 10 Section Assessment / IV Progress Group Award - Unit Overview Qualification Structure Parties Involved Candidate CV Unit Standards 11 12 - 14 15 17 18 - 19 20 23 - 26 27 30 31 34 35 36 37 - 38 39 40 44 45 - 48 49 - 51 52 53 54 56 57 59 60 61 65 Unit A355 - Summary Element A355.1 Element A355.2 A355 Whole Unit Unit C22 - Summary Element C22.1 Element C22.2 Element C22.3 Element C22.4 C22 Whole Unit Unit C317 Summary Element C317.1 Element C317.2 Element C317.3 C317 Whole Unit Unit D459 - Summary Element D459.1 Element D459.2 Unit D460 Summary Element D460.1 Page 66 69 70 - 74 75 79 80 82 83 84 87 88 91 92 96 97 100 101 102 107 108 114 115 - 117 Section Element D460.2 Element D460.3 Element D460.4 Element D460.5 Unit D461 Summary Element D461.1 Element D461.2 Element D461.3 Element D461.4 Unit D462 Summary Element D462.1 Element D462.2 Evidence Reference

Assessment Progress Level 3 Personal Trainer Candidate: Number:

IV Initial

Date

Unit A355 - Reflect on and develop own practice in providing exercise and physical activity

Element A355.1 - Reflect on your own professional practice

Element A355.2 - Improve your own professional practice and career opportunities

Unit C22 - Promote health, safety and welfare in active leisure and recreation

Element C22.1 - Help to control risks in the sport and activity environment

Element C22.2 - Help to safeguard and protect children and vulnerable adults

Element C22.3 - Deal with injuries and signs of illness

Element C22.4 - Follow emergency procedures

Unit C317 - Motivate clients to maintain long term adherence to exercise and physical activity

Element C317.1 - Establish and maintain an effective relationship with your clients

Element C317.2 - Work with clients to develop and maintain adherence strategies

Element C317.3 - Provide ongoing customer service to clients

Unit D459 Evaluate exercise and physical activity programmes

Element D459.1 - Work with clients to evaluate exercise and physical activity programmes

Element D459.2 - Identify lessons for future practice

Date

Mandatory Unit/Element

Assr Initial

Unit D460 Design, manage and adapt a personal training programme with clients

Element D460.1 - Collect and record information about clients

Element D460.2 - Analyse information and agree goals with clients

Element D460.3 - Plan, prepare and manage a personal training programme with clients

Element D460.4 - Review progress with clients

Element D460.5 - Adapt a personal training programme with clients

Unit D461 Deliver exercise and physical activity as part of a personal training programme

Element D461.1 - Plan and prepare individualised exercise sessions

Element D461.2 - Prepare clients for individualised exercise sessions

Element D461.3 - Teach and adapt planned exercises

D461.4 - Bring exercise sessions to an end

D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme

Element D462.1 - Collect and analyse information and agree goals with your clients

Element D462.2 - Apply, monitor and adapt the principles of nutrition and weight management to an exercise and physical activity programme

Level 3 Personal Trainer Award Unit Overview


A355 Reflect on and develop own practice in providing exercise and physical activity This unit involves evaluating the exercise and physical activity they have planned and delivered, identifying their strengths and weaknesses and learning lessons for the future. They must also keep up-to-date with developments in health-related exercise and physical activity C22 Promote health, safety and welfare in active leisure and recreation This unit covers identifying hazards, assessing and controlling risks as they occur and dealing with incidents and emergencies. The unit also has an important element on safeguarding children and other vulnerable people. C317 Motivate clients to maintain long term adherence to exercise and physical activity This unit is about working with clients to develop and maintain their strategies for adhering to exercise and physical activity. D459 Evaluate exercise and physical activity programmes This unit is very important for instructors and looks at how we evaluate physical activity programmes, assess how effective they have been for clients and to learn lessons for future practice. D460 Design, manage and adapt a personal training programme with clients This unit covers the competence that personal trainers require to develop and manage a physical activity programme with apparently healthy adults of all ages. This may include young people in the 14-16 age range, provided they are part of a larger adult group. The standard also covers working with individual older adults, ante and postnatal clients and disabled clients, provided the relevant contraindications and guidelines are observed. D461 Deliver exercise and physical activity as part of a personal training programme This unit covers the competence that personal trainers require to deliver exercise and physical activity as part of a programme for apparently healthy adults of all ages. This may include young people in the 14-16 age range, provided they are part of a larger adult group. The standard also covers working with individual older adults, ante and postnatal clients and disabled clients, provided the relevant contraindications and guidelines are observed. This standard, however, does not cover running specialist whole classes for young people, older adults, ante and postnatal and disabled clients. D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme This unit looks at nutrition and the affects of general health as well as physical performance. There are strong links between diet and physical activity with both having a major role to play in optimum health and wellbeing. A sound knowledge of nutrition and its relationship to physical activity and exercise has great value to the personal trainer in providing safe and appropriate nutritional advice to clients. It is important to note that there should be no conflict between eating for health and eating for exercise. Personal Trainers and other Level 3 instructors must also take account of national guidelines on nutrition, their own prior experience and professional role boundaries when applying the principles of nutrition in the context of safe professional practice.

SkillsActive - Active Leisure and Learning Instructing Exercise and Fitness, Personal Trainer NVQ/SVQ Level 3 Qualification Structure
This NVQ/SVQ consists of seven (7) mandatory units and one optional

Mandatory Units
A355 - Reflect on and develop own practice in providing exercise and physical activity C22 - Promote health, safety and welfare in active leisure and recreation C317 - Motivate clients to maintain long term adherence to exercise and physical activity D459 - Evaluate exercise and physical activity programmes D460 - Design, manage and adapt a personal training programme with clients D461 - Deliver exercise and physical activity as part of a personal training programme D462 - Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme

Parties Involved

Candidate:

Candidate Number:

Centre: Angus College

Assessor(s):

Chris Simpson/ Sarah Ramminger Steve Oakley/David McGinlay

Adviser/Internal Verifier:

Steve Oakley/Stephen McGregor

Name:

Address:

Phone:

Position Held

Employment

Related Qualifications

Current Responsibilities

Venue/Facility

Relevant Employment Experience / Qualifications

Please note your own CV can be added in place of this document

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Unit Summary - A355 Reflect on and develop own practice in providing exercise and physical activity

Instructors should always try to improve what they do. This involves evaluating the exercise and physical activity they have planned and delivered, identifying their strengths and weaknesses and learning lessons for the future. They must also keep up-to-date with developments in health-related exercise and physical activity and take part in continuing professional development to improve their practice even further. The section is divided into two elements. The first part describes the two things you have to do. These are: A355.1 Reflect on your own professional practice A355.2 Improve your own professional practice and career opportunities

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Assessor Signature:

Date: Date:

11

Unit - A355

A355.1 Reflect on your own professional practice

What you must do


To meet the national standard, you must:

Performance Criteria

Planned Evidence Case study 1 Case study 2 Case study group Peer evaluations Induction evaluation Self reflection Case study 1 Case study 2 Case study group Peer evaluations Induction evaluation Self reflection

Portfolio Reference

1.

Review the outcomes of working with clients, their feedback and feedback from other staff

2.

Identify: how effective physical activities were how effective and motivational your relationship with the client was how well you implemented professional codes of ethics when working with clients how well your instructing style matched clients needs how well you managed the clients exercise, including their health, safety and welfare how well you interact and work with other members of staff

3.

Identify ways in which you can improve future practice

Self reflection SWOT analysis Personal action plan

8f

4.

Discuss your ideas with another

Case study reflective diary Personal action plan

12

Range a) clients 1. individuals 2. groups

Planned Evidence

Portfolio Reference

Case study 1 + 2 Case study groups

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K8 The aspects of your professional practice that you should reflect on

Planned Evidence Formative task 3.5b Case study 1 Case study 2 Case study group

Portfolio Reference

K9

Information that you should use

Formative task 3.5b Case study 1 Case study 2 Case study group

K10

Different methods of collecting information and how to interpret it

Formative task 3.5b Case study 1 Case study 2 Case study group

K11

How to reflect on your own practice

Formative task 3.5b Case study 1 Case study 2 Case study group Formative task 8f

K12

How to identify key lessons and how to make use of these in the future

Case study 1 Case study 2 Case study group Personal action plan Formative task 8f

13

K13

The importance of discussing your ideas with another professional

Formative task 8f

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

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Unit - A355

A355.2 Improve your own professional practice and career opportunities

What you must do


To meet the national standard, you must:

Performance Criteria 1 Review your own professional practice on a regular basis exercise and physical activity

Planned Evidence Initial swot analysis Second swot analysis Formative task 3.5a

Portfolio Reference

Keep up-to-date with developments in the industry

Formative task 3.5a Formative task 8f

Consider your own career goals

Personal action plan

Identify areas where you need to develop your professional practice further

Develop a personal action plan that will help you to improve your professional practice and further your career

Initial swot analysis Second swot analysis Personal action plan Case study 1 Case study 2 Case study group Personal action plan Formative task 3.5a Initial swot analysis Second swot analysis

Take part in relevant development activities as part of your personal action plan

Personal action plan Review of action plan Second swot analysis

15

Review your progress in developing your professional practice and career plan and update your personal action plan accordingly

Updated action plan

Range
a aspects of professional practice 1 planning exercise 2 instructing exercise 3 observing and supporting clients 4 use of resources 5 communicating with clients 6 motivating clients

Planned Evidence

Portfolio Reference

All case studies All case studies All case studies All case studies All case studies All case studies

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K14 How often you should review your professional practice

Planned Evidence Formative task 3.5a Second swot analysis

Portfolio Reference

K15

How to access information on developments in exercise and physical activity

Formative task 3.5a

K16

How to identify areas in which you need to develop your professional practice further

Formative task 8f

16

K17

The importance of having a personal action plan for your development

Formative task 3.5c

K18

The types of development activities that are available to you and how to access these

Formative task 8f Personal action plan

K19

The importance of regularly reviewing and updating your personal action plan

Formative task 3.5c

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

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Unit - A355

Whole Unit

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K1 The values or codes of practice relevant to the work you are carrying out and their importance

Planned Evidence Formative task 3.2a

Portfolio Reference

K2

The role of the fitness professional in the industry

Assessor questioning

K3

The importance of reflection and continuing professional development in helping you to develop client fitness and motivation

Formative task 3.5b

K4

The structure of the industry

Assessor questioning

K5

Industry organisations and their relevance to the fitness professional

Assessor questioning

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K6

Appropriate registration systems and continuing professional development requirements

Assessor questioning

K7

Employment opportunities in different sectors of the industry

Assessor questioning

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

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Unit Summary C22 Promote health, safety and welfare in active leisure and recreation

This unit covers identifying hazards, assessing and controlling risks as they occur and dealing with incidents and emergencies. The unit also has an important element on safeguarding children and other vulnerable people.

The section is divided into four elements. These are


C22.1 Help to control risks in the sport and activity environment C22.2 Help to safeguard and protect children and vulnerable adults C22.3 Deal with injuries and signs of illness C22.4 Follow emergency procedures

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Assessor Signature:

Date: Date:

20

What We Mean By Some of the Words Used in this unit

Casualty Controlling risk

the person who has suffered the injury or illness taking action to reduce the risk of a hazard actually causing harm for example, following correct procedures putting up warning signs when cleaning, removing an unsafe piece of equipment from use or carefully supervising a splash pool depending on the type of workplace, any situation that creates a serious threat to the health and safety of participants, public or members of staff and requires immediate action for example, drowning, fires, threatening behaviour, missing persons, chemical leaks, etc. the ambulance, police, fire service, or coastguards for example, the buildings and outdoor areas used for sport or activities something that could cause harm to yourself, colleagues, customers or members of the public, for example, lifting and moving heavy equipment, activity equipment being left unattended, wet floors, trailing cables etc for example, cleaning agents, pool chemicals, fuel, oil etc. risk is the likelihood of a hazard actually causing harm; for example a trailing cable is a hazard; if it is lying across a corridor, the risk of an accident occurring is great; if it lies along the wall out of the way of people using the corridor, the risk of an accident is much less. legal requirements such as the Health and Safety at Work Act, Control of Substances Hazardous to Health or Manual Handling regulations, Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations (RIDDOR), the Activity Centres (Young Persons Safety) Act, manufacturers guidelines and instructions for the use of equipment or substances etc. these may be other members of staff or other customers/participants and members of the public apart from the casualty for example, people with disabilities or medical conditions which may mean they need special attention following accidents and emergencies

Emergency

Emergency services Facility

Hazard .

Hazardous substances

Risk

Health and safety Requirements

Other people involved

People with particular needs

21

Qualified assistance Security breaches

someone who has a recognised first aid qualification or the emergency services for example, doors which should be locked being left open, suspicious strangers etc. for example, bullying or intimidation

Situations likely to cause emotional distress Unsafe behaviour for example, diving into the shallow end of a pool, breaking the ground rules for an activity, vandalism

22

Unit C22

C22.1 Help to control risks in the sport and activity environment

What you must do


To meet the national standard, you must:

Performance Criteria 1 Have relevant and up-to-date, health and safety information available

Planned Evidence
C22 workbook

Portfolio Reference

Follow the relevant health and safety requirements at all times

C22 workbook

Carry out health and safety checks as required

C22 workbook

Identify hazards

C22 workbook

Assess and control risks using your organisations procedures

C22 workbook

23

Get advice from relevant colleagues when you are not sure about hazards and risks

C22 workbook

Pass on suggestions for improving health and safety to the relevant colleague

C22 workbook

Range
a Hazards 1 unsafe facilities or environment 2 unsafe equipment 3 unsafe working practices 4 unsafe behaviour 5 use of hazardous substances 6 security breaches 7 situations likely to cause emotional distress b Methods of control 1 dealing with the hazard personally 2 reporting the hazard to the relevant colleague 3 protecting others from harm

Planned Evidence

Portfolio Reference

24

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K7 The types of hazards that are likely to occur in your area of work and the accidents and injuries they could cause

Planned Evidence
C22 workbook

Portfolio Reference

K8

How to identify hazards

C22 workbook

K9

Health, safety and security checks you should follow

C22 workbook

K10

How to carry out basic risk assessments of the types of hazards that may occur

C22 workbook

K11

Why it is important to get advice from a relevant colleague if you are unsure about hazards and risks in your workplace and who you should ask

C22 workbook

K12

How to deal correctly with the types of hazards that may occur in your workplace, taking account of their risks

C22 workbook

K13

Documents relating to health and safety that you may have to complete and how to complete them correctly

C22 workbook

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K14

Why you should encourage your colleagues and customers to behave in a safe manner and how to do so

C22 workbook

K15

Why it is important to make suggestions about health and safety issues and how to do so

C22 workbook

K16

Why it is important to identify and report any differences between health and safety requirements and your workplaces policies and procedures and how to do so

C22 workbook

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

26

Unit C22

C22.2 Help to safeguard and protect children and vulnerable adults

What you must do


To meet the national standard, you must:

Performance Criteria 1 Have up-to-date information on guidelines for safeguarding and protecting children and vulnerable adults

Planned Evidence
C22 workbook

Portfolio Reference

Identify what the policies and procedures mean for your job and area of work

C22 workbook

Follow the relevant procedures for: safeguarding and protecting children and vulnerable adults at all times protecting yourself from potential accusations C22 workbook

C22 workbook

Be alert to possible signs of abuse

C22 workbook

Identify, record and report any concerns you may have about the welfare of children and vulnerable

C22 workbook

27

Range
a abuse 1 physical 2 emotional 3 neglect 4 sexual 5 bullying

Planned Evidence

Portfolio Reference

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K17 What is meant by safeguarding and protecting the welfare of children and vulnerable adults

Planned Evidence
C22 workbook

Portfolio Reference

K18

Your own role and responsibilities for safeguarding and protecting children and vulnerable adults

C22 workbook

K19

The range of types of abuse: physical, emotional, neglect and sexual

C22 workbook

K20

The basic indicators and impact of abuse: physical, emotional, neglect and sexual

C22 workbook

K21

The risks that individual abusers or potential abusers pose to children and vulnerable adults

C22 workbook

28

K22

Your organisations policies and procedures in relation to safeguarding and protecting, including the reporting procedures

C22 workbook

K23

What to do if you have concerns about possible abuse

C22 workbook

K24

How to respond to a child or someone else disclosing abuse or concerns about abuse

C22 workbook

K25

What you should do if there are barriers to reporting your concerns

C22 workbook

K26

Statutory agencies with responsibilities for safeguarding and protecting, when and how you should contact them

C22 workbook

K27

Why it is important to share concerns about possible abuse with others

C22 workbook

29

K28

The limits of your own competence in regard to safeguarding and protecting and why it is important to involve others

C22 workbook

K29

Why it is important to treat information about possible abuse confidentially

C22 workbook

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

30

Unit C22

C22.3 Deal with injuries and signs of illness

What you must do


To meet the national standard, you must:

Performance Criteria 1 Remain calm and follow your organisations Procedures

Planned Evidence
C22 workbook

Portfolio Reference

Protect the casualty and other people from further risk

C22 workbook

Call for qualified assistance appropriate to the casualtys condition

C22 workbook

Provide reassurance and comfort to the people involved

C22 workbook

Give the qualified assistance clear and accurate information about what happened

C22 workbook

Follow the relevant accident reporting procedures

C22 workbook

31

Range
a casualty 1 adult 2 child 3 person with particular needs b qualified assistance 1 qualified first aider 2 emergency services c condition 1 minor injury that can be dealt with on-site 2 minor illness that can be dealt with on-site 3 major injury requiring medical attention 4 major illness requiring medical attention 5 emotional distress

Planned Evidence

Portfolio Reference

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K30 The types of accidents, injuries and illnesses that may occur in your area of work

Planned Evidence
C22 workbook

Portfolio Reference

K31

How to respond correctly to emotional distress

C22 workbook

32

K32

How to deal with these before qualified assistance arrives

C22 workbook

K33

How to decide whether to contact the on-site first aider or immediately call the emergency services

C22 workbook

K34

Who is the on-site first aider and how to contact them

C22 workbook

K35

The procedures you should follow to contact the emergency services

C22 workbook

K36

Why it is important to protect the casualty and others involved from further harm

C22 workbook

K37

The procedures you should follow to protect the casualty and others

C22 workbook

K38

Why it is important to provide comfort and reassurance and how to do so

C22 workbook

33

K39

Your responsibilities for reporting accidents and the procedures you should follow

C22 workbook

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

34

Unit C22

C22.4 Follow emergency procedures

What you must do


To meet the national standard, you must:

Performance Criteria 1 Give the people involved clear and correct instructions procedures calmly and correctly

Planned Evidence
C22 workbook

Portfolio Reference

Carry out your role in the emergency

C22 workbook

Maintain the safety of the people involved

C22 workbook

Follow the correct procedures for reporting the emergency

C22 workbook

Report any problems with the emergency procedures to the relevant colleague

C22 workbook

35

Range
a people involved 1 adults 2 children 3 people with disabilities

Planned Evidence

Portfolio Reference

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K40 The emergency procedures in your place of work

Planned Evidence
C22 workbook

Portfolio Reference

K41

What instructions you must give to the people involved

C22 workbook

K42

Your organisations reporting procedures for emergencies

C22 workbook

K43

The types of problems that may occur when you are carrying out emergency procedures, why you should report them and who you should report them to

C22 workbook

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

36

Unit C22

Whole Unit

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K1 The values or codes of practice relevant to the work you are carrying out

Planned Evidence
C22 workbook

Portfolio Reference

K2

The requirements for health, safety and welfare that are relevant to your work, for example: your organisations health and safety policies and procedures, principles and best practice for safeguarding and protecting children, the Health and Safety at Work Act, requirements for activities in the scope of National Governing Bodies, requirements for activities in the scope of the Activity Centre (Young Persons Safety) Act, Manual Handling regulations, Control of Substances Hazardous to Health regulations Manufacturers guidelines and instructions for the use of facilities and equipment

C22 workbook

K3

C22 workbook

K4

Why health, safety and welfare are important in a sport and activity environment

C22 workbook

37

K5

The persons responsible for health and safety in your workplace

C22 workbook

K6

Your organisations security procedures

C22 workbook

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

38

Unit Summary C317 Motivate clients to maintain long term adherence to exercise and physical activity.

This unit is about working with clients to develop and maintain their strategies for adhering to exercise and physical activity. This unit is divided into four sections. These are
C317.1 Establish and maintain an effective relationship with your clients C317.2 Work with clients to develop and maintain adherence strategies C317.3 Provide ongoing customer service to clients

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Assessor Signature:

Date: Date:

39

Unit C317 Motivate clients to maintain long term adherence to exercise and physical activity

C317.1 Establish and maintain an effective relationship with your clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Present a positive image of yourself and your organisation to clients

Planned Evidence

Portfolio Reference

Assessor observations

Develop an effective working relationship with your clients

Assessor observations Formative task 3.2

Clearly define your own role and responsibilities with your clients and the roles and responsibilities of other professionals who may be involved

Assessor observations Formative task 3.2

Communicate clearly with clients in a Assessor observations way that makes them feel valued Formative task 3.2

Use instructing styles that match clients needs

Assessor observations Formative task 3.2 Case study 1 Case study 2 Case study group Assessor observations Formative task 3.2 Case study 1 Case study 2 40

Adapt your relationship with your clients to meet their changing needs

Ensure your relationship with clients follows good practice and ethical requirements

Show that you value diversity and equal opportunities for all clients

Maintain confidentiality requirements

Case study group Assessor observations Formative task 3.2 Case study 1 Case study 2 Case study group Assessor observations Formative task 3.2 Case study 1 Case study 2 Case study group Assessor observations - questioning Formative task 4.1 Case study 1 Case study 2 Case study group Assessor observations - questioning

10

Handle any disagreements and complaints promptly, positively and according to organisational procedures

Range a
clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs

Planned Evidence

Portfolio Reference

Case study 1 + 2 Case study group Case study ? Case study ?

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K3 How to present a positive image of yourself and your organisation

Planned Evidence
Formative task 3.2 Assessor Observation

Portfolio Reference

41

K4

Why the relationship between the instructor and client is important

Formative task 3.2

K5

The type of instructor/client relationship which will assist client progress and adherence to physical activity

Formative task 3.2

K6

The types of personal qualities that instructors need to develop in order to help and support clients

Formative task 3.2 Assessor Observation

K7

Why your clients need to understand your role and responsibilities and the roles and responsibilities of other professionals

Formative task 3.2

K8

The extent and limitations of your own role and responsibility when working with your clients

Formative task 3.2

K9

How to select and use a range of communication strategies to communicate with different clients

Formative task 3.2 Assessor Observation

K10

How to show that you value the client

Formative task 3.2 Assessor Observation

42

K11

How to adapt your relationship with the client to take account of changing needs and circumstances

Formative task 3.2

K12

What is meant by a professional relationship between instructor and client

Formative task 3.2 Assessor Observation

K13

What is meant by valuing diversity in a practical context when working with clients

Formative task 3.2

K14

The types of prejudice and discrimination that individual clients might experience and how to overcome these

Formative task 3.2

K15

What is meant by confidentiality and why it is important when working with clients, other staff and professionals

Formative task 3.2

K16

The types of information that may be covered by confidentiality agreements

Assessor Observations questioning

K17

How to maintain confidentiality

Formative task 4.1

Assessor Observations questioning

43

K18

How to manage conflict and disagreements with colleagues

Assessor Observations questioning

K19

Procedures to follow in the event of client complaints

Assessor Observations questioning

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

44

Unit C317 Motivate clients to maintain long term adherence to exercise and physical activity C317.2 Work with clients to develop and maintain adherence strategies

What you must do


To meet the national standard, you must:

Performance Criteria 1 Work with your clients to encourage mutual trust, openness and a willingness to take responsibility for their own fitness and behaviour change

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group

Identify the clients goals for taking part in regular physical activity and readiness to change behaviour

Case study 1 Case study 2 Case study group

Analyse the clients lifestyle and identify opportunities for exercise and physical activity and potential barriers

Case study 1 Case study 2 Case study group

Identify the clients preferences for exercise

Case study 1 Case study 2 Case study group

identify appropriate incentives and rewards for the clients taking part in physical activity

Case study 1 Case study 2 Case study group

Work with the clients to develop a long term strategy to adhere to exercise and physical activity, building on opportunities, preferences and incentives and minimising barriers

Case study 1 Case study 2 Case study group

45

Monitor the clients adherence to exercise and physical activity

Case study 1 Case study 2 Case study group

Provide support to the clients adherence strategy to achieve longterm behaviour change in line with their goals

Case study 1 Case study 2 Case study group

Work with the clients to adapt and refine their adherence strategy

Case study 1 Case study 2 Case study group

Range
a clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs

Planned Evidence

Portfolio Reference

Case study 1 + 2 Case study group Case study? Case study?

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K20 Why it is important to develop a relationship with the client based on mutual trust and Openness

Planned Evidence Case study 1 Case study 2 Case study group

Portfolio Reference

K21

Why it is important for the client to take responsibility for their own fitness and behaviour change

Case study 1 Case study 2 Case study group

46

K22

Behavioural psychology and different approaches to behaviour change

Behaviour change assessment

K23

Different strategies to enable clients to change their behaviour and achieve their goals

Behaviour change assessment Case study 1 Case study 2 Case study group

K24

The typical goals and expectations that clients have

Case study 1 Case study 2 Case study group

K25

The types of barriers individual clients may face when undertaking physical activity and achieving their goals

Case study 1 Case study 2 Case study group

K26

How you can help clients overcome these barriers

Case study 1 Case study 2 Case study group

K27

The types of incentives and rewards that may be appropriate to a range of different clients

Case study 1 Case study 2 Case study group Behavioural change assessment

K28

The types of exercise preferences that different clients may have

Case study 1 Case study 2 Case study group

47

K29

How to assist clients to develop their own adherence strategies

Case study 1 Case study 2 Case study group

K30

How to monitor and adapt a clients adherence strategy

Case study 1 Case study 2 Case study group

K31

The communication skills needed to assist clients with motivation: techniques responses including body language and other forms of behaviour especially when undertaking physical activity means of summarising gathered information how to ask open ended questions active listening skills personal information

Assessor observations Case study 1 Case study 2 Case study group

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

48

Unit C317 Motivate clients to maintain long term adherence to exercise and physical activity C317.3 Provide ongoing customer service to clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Engage with clients during exercise

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group Assessor observations

Respond positively to clients

Case study 1 Case study 2 Case study group Assessor observations

Gather as much information as possible about clients needs and expectations

Case study 1 Case study 2 Case study group Assessor observations

Listen to and ask the clients questions to check your understanding

Assessor observations

Discuss with the clients different ways of meeting their needs and expectations

Case study 1 Case study 2 Case study group Assessor observations

Always try to meet clients needs and expectations to the best of your ability and in line with accepted good practice

Case study 1 Case study 2 Case study group Assessor observations

49

If clients needs and expectations are beyond your level of competence, consult another professional

Case study 1 Case study 2 Case study group

Provide the clients with clear information and advice when they need it

Case study 1 Case study 2 Case study group Assessor observations Case study 1 Case study 2 Case study group

Find out how well your solutions work and provide alternative guidance if necessary

10

Handle client complaints positively and following agreed procedures

Assessor observations questioning Case study reflection

Range a
clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs

Planned Evidence

Portfolio Reference

Case study 1 + 2 Case study group Case study? Case study?

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K32 The importance of client care both to the client and the organisation

Planned Evidence Customer care session

Portfolio Reference

50

K33

Why it is important to deal effectively with client/individual needs

Customer care session

K34

The types of information which clients usually need

Case study 1 Case study 2 Case study group

K35

How to respond to requests according to the organisations procedures

Case study 1 Case study 2 Case study group

K36

Where to source relevant information to meet client needs

K37

What types of issues may need to be referred to another professional, when to refer them and who this professional may be in different situations

Case study 1 Case study 2 Case study group Case study reflection

K38

The importance of explaining any delay in dealing with clients and how to do so effectively

Case study 1 Case study 2 Case study group Case study reflection

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

51

Unit C317 Motivate clients to maintain long term adherence to exercise and physical activity C317 Whole Unit

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K1 The Exercise and Fitness Code of Ethical Practice ensuring equal opportunities are reflected during the exercise session and diversity is respected

Planned Evidence Case study 1 Case study 2 Case study group Assessor observations

Portfolio Reference

K2

The difference between advising on exercise participation and lifestyle physical activity

Case study 1 Case study 2 Case study group Assessor observations

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

52

Unit Summary - D459 Evaluate exercise and physical activity programmes

This unit looks at how we evaluate physical activity programmes, assess how effective they have been for clients and to learn lessons for future practice.

The section is divided into two elements. : D459.1 Work with clients to evaluate exercise and physical activity programmes D459.2 Identify lessons for future practice

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Assessor Signature:

Date: Date:

53

Unit D459 Evaluate exercise and physical activity programmes

Unit D459.1 Work with clients to evaluate exercise and physical activity programmes

What you must do


To meet the national standard, you must:

Performance Criteria 1 Collate all available information regarding the planned programme and client objectives

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group

Collate information regarding client progress, adaptations to the programme and the reasons for adaptation

Case study 1 Case study 2 Case study group

Collate information regarding client adherence

Case study 1 Case study 2 Case study group

Collect structured feedback from the client

Case study 1 Case study 2 Case study group

Analyse available information and feedback

Case study 1 Case study 2 Case study group

Draw preliminary conclusions about the effectiveness of the programme

Case study 1 Case study 2 Case study group

54

Discuss preliminary conclusions with the client and take account of their views

Case study 1 Case study 2 Case study group

Range
a objectives 1 short-term 2 medium-term 3 long-term

Planned Evidence

Portfolio Reference

All case studies All case studies All case studies

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K1 Why it is important to evaluate progressive physical activity programmes

Planned Evidence Case study reflection

Portfolio Reference

K2

The principles of evaluation in the context of physical activity

Case study 1 Case study 2 Case study group

K3

What information is needed to evaluate physical activity programmes

Case study 1 Case study 2 Case study group

K4

Methods you can use to collect the required information

Formative task 8f Case study 1 Case study 2 Case study group

55

K5

Why it is important to evaluate all stages and components of the programme

Case study reflection

K6

Methods you can use to organise information so that you can analyse it

Case study 1 Case study 2 Case study group

K7

Methods you can use to get structured feedback from clients

Case study 1 Case study 2 Case study group

K8

Why structured feedback is important

Case study reflection

K9

How to analyse information and client feedback

Case study 1 Case study 2 Case study group

K10

Why it is important to discuss preliminary conclusions with the client

Case study 1 Case study 2 Case study group

K11

Why the clients views are important

Case study 1 Case study 2 Case study group

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

56

Unit D459 Evaluate exercise and physical activity programmes

Unit D459.2 Identify lessons for future practice

What you must do


To meet the national standard, you must:

Performance Criteria 1 Identify the relative success of each programme component

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group

Prioritise those programme components that are vital to improving practice

Case study 1 Case study 2 Case study group

Identify how programme components could be improved

Case study 1 Case study 2 Case study group

Share your conclusions with relevant people and take account of their feedback

Case study 1 Case study 2 Case study group

If necessary, undertake further research and development to improve programme components

Case study 1 Case study 2 Case study group

Note lessons for future practice

Case study 1 Case study 2 Case study group

57

Range
a programme component 1 information gathering 2 planning 3 selection and structure of activities 4 programme management 5 programme monitoring 6 programme adaptation and progression 7 client relationship 8 client motivation and adherence 9 client satisfaction b relevant people 1 colleagues 2 line manager 3 clients

Planned Evidence

Portfolio Reference

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K12 Why continuous improvement is important for physical activity instructors

Planned Evidence Formative task 3.5

Portfolio Reference

K13

Why it is important to prioritise the improvement of some programme components

Case study 1 Case study 2 Case study group

58

K14

How to prioritise which programme components to work on

Case study 1 Case study 2 Case study group Case study reflection

K15

Sources of information, advice and best practice on how to improve programme components

Case study 1 Case study 2 Case study group Case study reflection

K16

Why it is important to share your conclusions about improving your own practice with other people

Case study 1 Case study 2 Case study group

K17

Who you can share your ideas for improvement with

Case study 1 Case study 2 Case study group

K18

How to make use of improvements in the future

Case study 1 Case study 2 Case study group

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

59

Unit Summary - D460 Design, manage and adapt a personal training programme with clients

This unit covers the competence that personal trainers require to develop and manage a physical activity programme with apparently healthy adults of all ages. This may include young people in the 14-16 age range, provided they are part of a larger adult group The section is divided into five elements. These are: D460.1 Collect and record information about clients D460.2 Analyse information and agree goals with clients D460.3 Plan, prepare and manage a personal training programme with clients D460.4 Review progress with clients D460.5 Adapt a personal training programme with clients

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Assessor Signature:

Date: Date:

60

Unit D460 Design, manage and adapt a personal training programme with clients

D460.1 Collect and record information about clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Establish a rapport with your clients

Planned Evidence

Portfolio Reference

Assessor observations

Explain your role and responsibilities to the clients

Assessor observations

Decide what information you need to collect about your clients

Formative task 4.1b Case study 1 Case study 2 Case study group

Collect information about your clients using appropriate methods

Case study 1 Case study 2 Case study group Formative task 4.1b

Show sensitivity and empathy to your clients and the information they provide

Assessor observations

Record the information in a way that will help you analyse it

Case study 1 Case study 2 Case study group Formative task 4.1b Assessor observations

61

Identify when your clients need referral to another professional

Case study if applicable Formative task 4.1b Case study reflection

Treat confidential information correctly

Formative task 4.1b

Range
a information 1 personal goals 2 lifestyle 3 medical history 4 physical activity history 5 physical activity likes and dislikes 6 attitude, motivation to participate and barriers to participation 7 current fitness level 8 stage of readiness 9 posture and alignment 10 functional ability b clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs

Planned Evidence

Portfolio Reference

62

methods 1 interview 2 questionnaire 3 observation 4 physical/fitness assessments

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K1 Why it is important to collect accurate information about your clients

Planned Evidence Formative task 4.1b

Portfolio Reference

K2

How to decide what information to collect

Formative task 4.1b Case study 1 Case study 2 Case study group

K3

Safe and appropriate methods you can use to collect the information you need to plan personal training programmes

Formative task 4.1b Case study 1 Case study 2 Case study group

K4

The legal and ethical implications of collecting information about clients

Formative task 4.1b

K5

How to establish rapport with your clients and the communication skills you need

Formative task 4.1d Assessor observations

K6

The importance of showing empathy and being sensitive to clients goals and current stage of readiness

Assessor observations Formative task 4.1d Case study 1 Case study 2 Case study group

63

K7

How to administer and interpret the Physical Activity Readiness Questionnaire (PAR-Q)

Assessor observations

K8

Formats for recording information

Formative task 4.1b Formative task 4.1c

K9

K10

The types of medical conditions that will prevent you from working with a client unless you have specialist training and qualifications, for example: coronary heart disease; respiratory conditions; type 2 diabetes; bone and joint problems; depression; and how to identify these The life-course of the musculoskeletal system (including bone) and its implications for working with young people, ante and postnatal women, disabled people and older people (i.e. tendon, ligament and BMD changes and their effect on posture and postural stability for all the above) Contraindications and key safety guidelines for working with older clients

Formative 4.1b Case study (if applicable)

Formative 4.1b Case study (if applicable)

K11

Formative 4.1b Case study (if applicable)

K12

Contraindications and key safety guidelines for working with ante and postnatal clients

Formative 4.1b Case study (if applicable)

64

K13

How to give guidance to encourage special population clients* to follow the key safety guidelines and to discourage them from anything deemed to be potentially hazardous/contraindicated to enable them to take part in sessions *Special population clients including: -16 year old young people

Case study reflection Case study (if applicable)

ante and postnatal women K14 When you should refer clients to another professional and the procedures you should follow

Formative 4.1b Case study (if applicable)

K15

The importance of safeguarding the confidentiality of collected information and how to do

Formative 4.1b

K16

The strengths and weaknesses of the various methods of collecting information for different types of clients

Formative 4.1b

K17

How to make sure you have the informed consent of clients before you begin collecting information

Assessor observations

K18

Legal and organisational requirements for data protection and confidentiality

Formative 4.1b

Candidate Signature Assessor Signature Internal Verifier Signature 65

Date Date Date

Unit D460 Design, manage and adapt a personal training programme with clients

D460.2 Analyse information and agree goals with clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Analyse the information you collected

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group

Identify any barriers to participation and encourage your clients to find a solution

Case study 1 Case study 2 Case study group Formative task 4.1b

Agree with your clients their needs and readiness to participate

Case study 1 Case study 2 Case study group Formative task 4.1b Assessor observations Case study 1 Case study 2 Case study group Formative task 4.1b Assessor observations Case study 1 Case study 2 Case study group Formative task 4.1b Assessor observations Case study reflection Case study 1 Case study 2 Case study group Formative task 4.1b Assessor observations

Work with your clients to agree short, medium and long-term goals appropriate to their needs

Make sure the goals are specific, measurable, achievable, realistic and time bound and reflect accepted good practice

Record the agreed goals in a format that is clear to your clients, yourself and others who may be involved in the programme

66

Identify and agree strategies to prevent drop out or relapse

Case study 1 Case study 2 Case study group Case study diary Assessor observations

Range
a clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs b goals 1 general health and fitness 2 physiological 3 psychological 4 lifestyle 5 social 6 functional ability

Planned Evidence

Portfolio Reference

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K19 Why it is important to work together with clients to agree goals and activities

Planned Evidence Formative task 4.1b

Portfolio Reference

K20

The importance of long-term behaviour change and how to ensure your clients understand and commit themselves to long-term change

Behavioural change assessment

67

K21

How to organise information in a way which will help you to interpret and analyse it

Formative task 4.1b Formative task 4.1c Formative task 4.1d

K22

How to analyse and interpret collected information so that you can identify client needs and goals

Formative task 4.1d

K23

The importance of your clients understanding the advantages of taking part in a personal training programme and identifying any obstacles they may face Why it is important to base goal setting on your analysis of clients needs

Formative task 4.1d

K24

Formative task 4.1b

K25

Barriers which may prevent clients achieving their goals

Formative task 4.1d Behavioural change assessment

K26

Why it is important to identify and agree short, medium and long term goals with your clients and ensure that these take account of barriers and discrepancies, including client fears and reservations about physical activity When you should involve others, apart from your clients, in goal setting

Formative task 4.1d

K27

Formative task 4.1b

68

K28

How to develop, agree and record goals which are appropriate to your clients

Formative task 4.1b Formative task 4.1c

K29

How to make goals are specific, measurable, achievable, realistic and time bound and why this is important

Formative task 4.1b Case study reflection

K30

Strategies which can prevent drop out or relapse

Behavioural change assessment Case study diary

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

69

Unit D460 Design, manage and adapt a personal training programme with clients

D460.3 Plan, prepare and manage a personal training programme with clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Plan specific outcome measures, stages of achievement and exercises/physical activities that are appropriate to your clients goals and level of fitness

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group

Make sure exercises/physical activities are consistent with accepted good practice

Case study 1 Case study 2 Case study group

Explain and agree the demands of the programme with your clients

Case study 1 Case study 2 Case study group Assessor observations

Plan and agree a progressive timetable of sessions with your client

Case study 1 Case study 2 Case study group Case study diary

Agree appropriate evaluation methods and review dates

Case study 1 Case study 2 Case study group

Identify the resources you and your clients need, making best use of the environments in which your clients will exercise

Case study 1 Case study 2 Case study group Case study reflection

70

Apply the principles of training to help your clients to achieve short, medium and long term goals

Case study 1 Case study 2 Case study group

Ensure effective integration of all programme exercises/physical activities and sessions

Case study 1 Case study 2 Case study group

Provide alternatives to the programmed exercises/physical activities if your clients cannot take part as planned

Case study reflection

10

Record your plans in a format that will help you, your clients and others to implement the programme

Case study 1 Case study 2 Case study group

11

Agree how to maintain contact with your client between sessions

Case study 1 Case study 2 Case study group Case study diary

Range a
exercises/physical activities 1 cardiovascular fitness 2 muscular fitness 3 flexibility 4 motor skills 5 core stability 6 circuit formats

Planned Evidence

Portfolio Reference

71

clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs

goals 1 general health and fitness 2 physiological 3 psychological 4 lifestyle 5 social 6 functional ability

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K31 Why thorough planning and preparation are necessary

Planned Evidence Case study 1 Case study 2 Case study group Case study reflection

Portfolio Reference

K32

How to research and identify exercises and activities which will help clients to achieve their goals

Case study 1 Case study 2 Case study group Case study reflection

K33

How to identify accepted good practice in designing personal training programmes

Case study 1 Case study 2 Case study group

K34

How to apply the principles of training to programme design

Case study 1 Case study 2 Case study group

72

K35

How to design a progressive programme to allow your clients to achieve short, medium and long term goals

Case study 1 Case study 2 Case study group

K36

How to include physical activities as part of the clients lifestyle to complement exercise

Case study 1 Case study 2 Case study group

K37

How to choose resources and environments that will help your clients to participate in the programme according to their needs

Case study 1 Case study 2 Case study group

K38

How to design programmes that can be run in environments not designed for physical exercise, for example a clients home or outdoor area

Case study reflection

K39

How to decide on the order of exercises and activities in the programme

Case study 1 Case study 2 Case study group

K40

Current guidelines on programme design and safe exercise

Case study 1 Case study 2 Case study group Assessor observations

K41

How to make sure the components of fitness are built into the programme

Case study 1 Case study 2 Case study group

K42

How to structure the sessions which make up the programme share the programme with other professionals

Case study 1 Case study 2 Case study group

73

K43

How to record the programme

Case study 1 Case study 2 Case study group

K44

Why it is important to agree the programme with your clients

Case study reflection

K45

When it is appropriate to share the programme with other professionals

Case study reflection

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

74

Unit D460 Design, manage and adapt a personal training programme with clients

D460.4 Review progress with clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Monitor clients progress using appropriate methods

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group

Review progress with your clients at agreed points in the programme

Case study 1 Case study 2 Case study group

Make sure your clients understand the purpose of review and how it fits into their programme

Case study 1 Case study 2 Case study group Case study diary

Encourage your clients to give their own views on progress

Case study 1 Case study 2 Case study group Case study reflection

Use agreed evaluation guidelines

Case study 1 Case study 2 Case study group Evaluation & Client review formative tasks

75

Give positive and timely feedback to your clients during their review

Evaluation & client review formative tasks

Agree review outcomes with your clients and keep an accurate record

Case study 1 Case study 2 Case study group Case study diary Evaluation & client review formative tasks

Range
a clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs b methods 1 interviews 2 questionnaires 3 observation 4 physical/fitness assessments c goals 1 general health and fitness 2 physiological 3 psychological 4 lifestyle 5 social 6 functional ability

Planned Evidence

Portfolio Reference

76

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K46 The importance of monitoring and reviewing programmes with your clients

Planned Evidence Case study reflection

Portfolio Reference

K47

Methods of collecting, analysing and recording information that will help you to review progress against goals and initial baseline data

Case study 1 Case study 2 Case study group Case study reflection

K48

How to communicate information to your clients and provide effective feedback

Case study reflection

K49

Why it is important to encourage your clients to give their views

Case study reflection

K50

How to analyse and record clients progress

Case study 1 Case study 2 Case study group Case study diary Case study reflection

K51

Why it is important to agree changes with your clients

K52

Why it is important to communicate progress and changes to all those involved in the programme

Case study reflection

77

K53

Why it is important to keep accurate records of changes and the reasons for change

Case study reflection

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

78

Unit D460 Design, manage and adapt a personal training programme with clients

D460.5 Adapt a personal training programme with clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Identify goals and exercises/physical activities that need to be redefined or adapted

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group Case study reflection

Agree adaptations, progressions or regressions to meet your clients needs as and when necessary to optimise their achievement

Case study 1 Case study 2 Case study group Case study diary

Identify and agree any changes to resources and environments

Case study 1 Case study 2 Case study group Case study diary

Introduce adaptations in a way that is appropriate to your clients and their needs

Case study 1 Case study 2 Case study group Case study diary

Record changes to your plans for the programme to take account of adaptations

Case study 1 Case study 2 Case study group Case study diary Case study reflection

79

Monitor the effectiveness of your adaptations and update these as necessary

Case study 1 Case study 2 Case study group Case study diary

Range
a Clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs b Goals 1 general health and fitness 2 physiological 3 psychological 4 lifestyle 5 social 6 functional ability c exercises/physical activities 1 cardiovascular fitness 2 muscular fitness 3 flexibility 4 motor skills 5 core stability 6 circuit formats

Planned Evidence

Portfolio Reference

80

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K54 How to review short, medium and long term goals with your clients taking into account any changes in circumstances

Planned Evidence Case study 1 Case study 2 Case study group Case study diary

Portfolio Reference

K55

How the principles of training can be used to adapt the programme where goals are not being achieved or new goals have been identified

Case study 1 Case study 2 Case study group Case study diary

K56

How to communicate adaptations to your clients and other professionals

Case study 1 Case study 2 Case study group Case study diary Case study reflection Case study reflection

K57

The different training systems and their use in providing variety and ensuring programmes remain effective

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

81

Unit Summary D461 Deliver exercise and physical activity as part of a personal training programme This unit covers the competence that personal trainers require to deliver exercise and physical activity as part of a programme for apparently healthy adults of all ages. This may include young people in the 14-16 age range, provided they are part of a larger adult group. The standard also covers working with individual older adults, ante and postnatal clients and disabled clients, provided the relevant contraindications and guidelines are observed
The section is divided into four elements. These are: D461.1 Plan and prepare individualised exercise sessions D461.2 Prepare clients for individualised exercise sessions D461.3 Teach and adapt planned exercises D461.4 Bring exercise sessions to an end

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Assessor Signature:

Date: Date:

82

Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.1 Plan and prepare individualised exercise sessions

What you must do


To meet the national standard, you must:

Performance Criteria 1 Provide a range of exercises to help your clients achieve their objectives and goals

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group

Select teaching styles that are appropriate to the exercises and your clients

Case study 1 Case study 2 Case study group

Plan and agree the focus of exercises and utilise the resources available, improvising safely where necessary

Case study 1 Case study 2 Case study group Case study diary

Plan realistic timings, intensities and sequences of exercises

Case study 1 Case study 2 Case study group Case study diary

Make sure there is an effective balance of instruction, activity and discussion within the session

Case study 1 Case study 2 Case study group Case study diary

83

Identify, obtain and prepare the resources you need for the planned exercises

Case study 1 Case study 2 Case study group Case study diary Practical observations

Range
a clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs b resources 1 environment for the session 2 portable equipment 3 fixed equipment c exercises 1 cardiovascular fitness 2 muscular fitness 3 flexibility 4 motor skills 5 core stability 6 circuit formats

Planned Evidence

Portfolio Reference

84

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K1 The importance of careful and thorough planning and preparation before physical exercise

Planned Evidence Assessor observations Programming and monitoring session

Portfolio Reference

K2

How to identify specific objectives from the overall programme goals

Assessor observations Programming and monitoring session

K3

How timings, intensities and sequences can affect outcomes

Assessor observations Programming and monitoring session

K4

The importance of matching teaching and learning styles to maximise clients progress and motivation

Assessor observations Programming and monitoring session

K5

Why a balance of instruction, exercise and discussion is necessary

Assessor observations Programming and monitoring session

K6

How to utilise verbal and nonverbal communication techniques

Assessor observations Programming and monitoring session

K7

How to select and prepare the equipment and environment you need

Assessor observations Programming and monitoring session

85

K8

How to work in environments that are not specifically designed for physical exercise

Assessor observations Programming and monitoring session

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

86

Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.2 Prepare clients for individualised exercise sessions

What you must do


To meet the national standard, you must:

Performance Criteria 1 Meet your clients punctually and make them feel at ease

Planned Evidence

Portfolio Reference

Assessor observations

Collect any new information from your clients about their response to previous activity

Assessor observations

Discuss the objectives and exercises that you have planned for the session and how these link to your clients goals

Assessor observations

Discuss the physical and technical demands of the planned exercises and how your clients can progress or regress these to meet their goals

Assessor observations

Assess, agree and review your clients state of readiness and motivation to take part in the planned exercises

Assessor observations

87

Negotiate, agree and record with your clients any changes to the planned exercises that will meet their goals and preferences and enable them to maintain progress

Assessor observations

Range
a clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs b resources 1 environment for the session 2 portable equipment 3 fixed equipment c exercises 1 cardiovascular fitness 2 muscular fitness 3 flexibility 4 motor skills 5 core stability 6 circuit formats

Planned Evidence

Portfolio Reference

88

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K9 Why it is important to make sure your clients are properly prepared physically and psychologically before activity begins

Planned Evidence Assessor observations Programming and monitoring session

Portfolio Reference

K10

Why you should find out from your clients how they responded to previous physical activity and if anything has changed since then

Assessor observations Programming and monitoring session

K11

Why you should explain the objectives and activities you have planned to your clients

Assessor observations Programming and monitoring session

K12

Why your clients need to know the physical and technical demands of the activity and how this might affect their motivation

Assessor observations Programming and monitoring session

K13

Why it may be important to negotiate and agree changes to your plans with your clients

Assessor observations Programming and monitoring session

K14

Why and how any changes should be recorded

Assessor observations Programming and monitoring session

K15

The health, safety and emergency procedures and requirements and why your clients need to know these

Assessor observations Programming and monitoring session

89

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

90

Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.3 Teach and adapt planned exercises

What you must do


To meet the national standard, you must:

Performance Criteria 1 Use teaching and motivational styles that are appropriate to your clients and accepted good practice

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Case study group Assessor observations

Provide your clients with an appropriate warm-up

Case study 1 Case study 2 Case study group Assessor observations

Make best use of the environment in which your clients are exercising

Case study 1 Case study 2 Case study group Assessor observations

Provide instructions, explanations and demonstrations that are technically correct, safe and effective

Case study 1 Case study 2 Case study group Assessor observations

Check your clients understanding of instructions, explanations and demonstrations

Case study 1 Case study 2 Case study group Assessor observations

Adapt verbal and non-verbal communication methods to make sure your clients understand what is required

Case study 1 Case study 2 Case study group Assessor observations

91

Ensure your clients can carry out the exercises safely on their own

Case study 1 Case study 2 Case study group Assessor observations

Observe and analyse clients performance, providing positive reinforcement throughout

Case study 1 Case study 2 Case study group Assessor observations

Correct techniques at appropriate points

Case study 1 Case study 2 Case study group Assessor observations

10

Progress or regress exercises

Case study 1 Case study 2 Case study group Assessor observations

Range
a clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs

Planned Evidence

Portfolio Reference

exercises 1 cardiovascular fitness 2 muscular fitness 3 flexibility 4 motor skills 5 core stability 6 circuit formats

92

environments 1 gym 2 studio/sports hall 3 clients home or other enclosed space 4 outdoors

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K16 The range of approved teaching and motivational styles you can use and how to vary these according to clients response

Planned Evidence Assessor observations Programming and monitoring session

Portfolio Reference

K17

The importance of warm-up and the range of warm-up activities you can use for the activities you are teaching

Assessor observations Programming and monitoring session

K18

How to choose warm-ups appropriate to different clients and conditions

Assessor observations Programming and monitoring session

K19

Why your clients should understand the purpose and value of warm-up

Assessor observations Programming and monitoring session

K20

How to provide instructions, demonstrations and explanations clearly and effectively

Assessor observations Programming and monitoring session Practical fitness session

K21

The correct positions for the exercises you are teaching

Assessor observations Programming and monitoring session Practical fitness session 93

K22

How to adapt exercise positions as appropriate to individual clients and conditions

Assessor observations Programming and monitoring session Practical fitness session

K23

Why it is important to make sure your clients understand your instructions, demonstrations and explanations and how to do so

Assessor observations Programming and monitoring session Practical fitness session

K24

The importance of non-verbal communication and the effect of body language

Customer care session Assessor observations Formative task 3.2

K25

How to adapt communication to the meet clients needs

Customer care session Assessor observations Formative task 3.2

K26

Why it is important to monitor individual progress especially if more than one clients are involved

Case study - group

K27

Methods of monitoring clients progress

Case study 1 Case study 2 Case study group Formative task 8

K28

When it may be necessary to adapt planned exercises to meet clients needs and how to do so

Case study 1 Case study 2 Case study group Case study - diary

94

K29

Methods of maintaining clients motivation especially when they are finding exercises difficult

Case study 1 Case study 2 Case study group Case study reflection Assessor observations Assessor observations

K30

The importance of correcting techniques and how to adopt appropriate teaching styles to make sure your clients apply techniques correctly

K31

How to modify the intensity of exercise to match clients response to physical activity

Case study 1 Case study 2 Case study group Case study diary Assessor observations

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

95

Unit D461 Deliver exercise and physical activity as part of a personal training programme

D461.4 Bring exercise sessions to an end

What you must do


To meet the national standard, you must:

Performance Criteria 1 Allow sufficient time for the closing phase of the session

Planned Evidence

Portfolio Reference

Assessor observation

End the exercises using a cool down that is safe and effective for your clients

Case study 1 Case study 2 Case study group Assessor observations

Provide your clients with positive reinforcement about their performance

Assessor observations Case study 1 Case study 2 Case study group

Give your clients your feedback on the session

Assessor observations

Explain to your clients how their progress links to their short, medium and long term goals

Assessor observations

96

Discuss other possible activities with your clients

Assessor observations

Leave the environment in a condition suitable for future use

Assessor observations

Range
a clients 1 individuals 2 groups 3 with specific fitness needs 4 with general health needs b exercises 1 cardiovascular fitness 2 muscular fitness 3 flexibility 4 motor skills 5 core stability 6 circuit formats

Planned Evidence

Portfolio Reference

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K32 Why it is important to allow sufficient time for your clients to finish exercising and how you can adapt this to different levels of client needs and experience

Planned Evidence Case study 1 Case study 2 Case study group

Portfolio Reference

97

K33

The purpose and value of cooldown activities and how to select these according to the type and intensity of physical exercise and client needs and condition

Case study 1 Case study 2 Case study group

K34

Why your clients need to understand the value and purpose of cool-down

Case study 1 Case study 2 Case study group Assessor observations

K35

Why your clients should be given the opportunity to ask questions, provide feedback and discuss their performance and how to make sure this happens Why you should give your clients feedback on their performance and how to do this in a way that is accurate but maintains client motivation and commitment

Assessor observations

K36

Case study 1 Case study 2 Case study group Assessor observations

K37

Why your clients need to see their progress against objectives in terms of their overall goals and programme

Formative task 8 Case study 1 Case study 2 Case study group

K38

Why your clients need information about future activities, either supervised or unsupervised

Case study 1 Case study 2 Case study group

K39

The correct procedures for dealing with equipment and the wider facility once the session is over

Assessor observation

98

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

99

Unit Summary D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme

This unit will cover Nutrition and the effects on health. Nutrition affects general health status as well as physical performance. There are strong links between diet and physical activity with both having a major role to play in optimum health and wellbeing. A sound knowledge of nutrition and its relationship to physical activity and exercise has great value to the personal trainer in providing safe and appropriate nutritional advice to clients. It is important to note that there should be no conflict between eating for health and eating for exercise. Personal Trainers and other Level 3 instructors must also take account of national guidelines on nutrition, their own prior experience and professional role boundaries when applying the principles of nutrition in the context of safe professional practice. The section is divided into two elements. These are: D462.1 Collect and analyse information and agree goals with your clients D462.2 Apply, monitor and adapt the principles of nutrition and weight management to an exercise and physical activity programme

After completing this unit describe below what you did to satisfy the Standards

Candidate Signature: Assessor Signature: 100

Date: Date:

Unit D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme D462.1 Collect and analyse information and agree goals with your clients

What you must do


To meet the national standard, you must:

Performance Criteria 1 Collect, record and analyse the information you need about your clients and their nutritional goals

Planned Evidence

Portfolio Reference

Case study 1 Case study 2 Assessor observations

Identify when your clients need referral to another professional

Formative task 7.1a Case study - if applicable

Agree with your clients their needs and readiness to take part

Case study 1 Case study 2 Assessor observations

Agree with your clients short, medium and long term nutritional goals appropriate to their needs

Case study 1 Case study 2 Assessor observations Case study reflection

Identify barriers to your clients achieving these goals

Case study 1 Case study 2 Assessor observations Case study reflection

Identify barriers to your clients achieving these goals

Case study 1 Case study 2 Assessor observations Case study reflection

101

Make sure these goals are specific, measurable, achievable, realistic and timebound and reflect accepted good practice

Case study 1 Case study 2 Case study reflection

Record the agreed goals in a format that is clear to your clients, yourself and others who may be involved

Case study 1 Case study 2

Identify and agree strategies to prevent non-compliance or relapse

Case study 1 Case study 2 Case study reflection

10

Identify and agree review points

Case study 1 Case study 2

Range
a information 1 personal goals 2 lifestyle 3 medical history 4 physical activity history 5 diet history 6 food preferences 7 supplement use 8 nutritional knowledge, attitudes and motivation 9 stage of readiness

Planned Evidence

Portfolio Reference

102

clients 1 with specific fitness needs 2 with general health needs

goals 1 healthy eating 2 weight management 3 improved fitness 4 improved self-image

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K1 The range of professionals and professional bodies involved in the area of nutrition

Planned Evidence Formative task 7.1a Case study (if applicable)

Portfolio Reference

K2

How to obtain clients informed consent before you begin collecting nutritional information

Assessor observation Case study 1 Case study 2

K3

Why it is important to collect accurate nutritional information about your clients

Assessor observation

K4

An understanding of the information that needs to be collected to be able to safely and effectively offer nutritional advice to clients

Case study 1 Case study 2 Assessor observation Formative task 7.1a Formative task 4.1b Lifestyle pack Formative task 4.1b

K5

The legal and ethical implications of collecting nutritional information

103

K6

Formats for recording nutritional information in a way that will help you to interpret and analyse it

Formative task 4.1b lifestyle pack Case study 1 Case study 2

K7

The importance of safeguarding the confidentiality of collected nutritional information and how to do so

Formative task 4.1b

K8

Issues that may be sensitive (e.g. yo-yo dieting; eating disorders)

Formative task 7.1a Case study (if applicable)

K9

An understanding of basic dietary assessment methods

Formative task 4.1b lifestyle pack Assessor observations Case study 1 Case study 2

K10

Different methods that can be used to measure body composition and health risk in relation to weight - Body Mass Index (BMI) - Waist circumference (WC) - Waist to hip ratio - Skin folds and skin fold indices - Bioelectrical impedance How to interpret information gained from methods used to assess body composition and health risk in relation to weight (use of norms) in which you should How to sensitively divulge collected information and results to clients

Formative task 4.1b lifestyle pack Assessor observations Case study 1 Case study 2

K11

Formative task 4.1b lifestyle pack Assessor observations Case study 1 Case study 2

K12

Assessor observations Case study 1 Case study 2

104

K13

How to recognise the signs and symptoms of disordered eating and awareness of healthy eating patterns

Formative task 7.1a Case study (if applicable)

K14

The circumstances in which a client should be recommended to visit their GP about the possibility of referral to a Registered Dietician and the process you should follow The circumstances refer a client on to a Accredited Sports Dietician and the process you should follow

Formative task 7.1a Case study (if applicable)

K15

Formative task 7.1a Case study (if applicable)

K16

How to analyse and interpret collected information so that you can identify clients needs and nutritional goals in comparison to National guidelines/the National food model How to apply the principles of goal setting when offering nutritional advice

Case study 1 Case study 2 Formative task 7.2b

K17

Case study 1 Case study 2

K18

When you should involve people other than the client in nutritional goal setting and who these people might be

Formative task 7.1a Case study (if applicable) Case study reflection

K19

Barriers which may prevent clients achieving their nutritional goals

Case study 1 Case study 2 Case study reflection

K20

How to apply basic motivational strategies to encourage healthy eating and prevent noncompliance or relapse

Case study 1 Case study 2 Case study reflection

105

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

106

Unit D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme D462.2 Apply, monitor and adapt the principles of nutrition and weight management to an exercise and physical activity programme

What you must do


To meet the national standard, you must:

Performance Criteria 1 Analyse your clients nutritional needs and preferences in relation to their current status and nutritional goals

Planned Evidence

Portfolio Reference

Case study 1 Case study 2

Access and make use of credible sources of information and advice in establishing these goals

Case study 1 Case study 2 Formative task 7.2b Formative task 7.1a

Design and agree nutritional goals that are compatible with your analysis, accepted good practice and national guidelines

Case study 1 Case study 2

Identify and obtain credible educational resources for use with clients

Formative task 7.1a Formative task 7.2b

Make sure that the nutritional goals support and integrate with other programme components

Case study 1 Case study 2

Make sure that your clients understand and follow your nutritional advice in their exercise and physical activity programme

Case study 1 diaries Case study 2 diaries

107

Evaluate and review your clients progress towards their nutritional goals

Case study 1 Case study 2

Monitor and refine your clients nutritional goals during the rest of the program

Case study 1 Case study 2

Range
a clients 1 with specific fitness needs 2 with general health needs b goals 1 healthy eating 2 weight management 3 improved fitness 4 improved self-image

Planned Evidence

Portfolio Reference

What you must know and understand


To be competent in this standard, you must know and understand the following

Knowledge
K21 The structure and function of the digestive system

Planned Evidence Formative task 7.3a Assessment

Portfolio Reference

K22

The meaning of key nutritional terms including diet, healthy eating, nutrition, balanced diet

Formative task 7.2b Case study 1 Case study 2

108

K23

Professional role boundaries with regard to offering nutritional advice to clients

Case study 1 Case study 2 Formative task 7.2b Formative task 7.1a

K24

The basic nutritional principles, key messages and national guidelines that underpin a healthy diet

Formative task 7.2b Case study 1 Case study 2 Nutrition assessment Formative task 7.2b Case study 1 Case study 2

K25

An understanding of the National food guide

K26

The relationship between nutrition, physical activity, body composition and health and how to explain it to clients including: links to disease / disease risk factors cholesterol (including desirable levels of HDL, LDL, Total Cholesterol: HDL ratio) types of fat terminology used in nutrition including: UK dietary reference values (DRV) Recommended daily allowance (RDA) Recommended daily intake (RDI) Glycaemic Index

Case study 1 Case study 2 Formative task 7.2b Nutrition assessment Case study reflection

K27

The nutritional requirements and hydration needs of the physical activity programme and how to explain it to clients

Case study 1 Case study 2 Formative task 7.2b

K28

Practical issues and other factors that influence your clients eating habits and the constraints that may prevent them from achieving their nutritional needs and goals

Case study 1 Case study 2

109

K29

Groups of clients at risk of nutritional deficiencies, including: - those on severely energy restricted diets - those who exclude animal products from their diets - those who exclude other food groups from their diet - those who are pregnant or lactating - older people - children - those with certain diagnosed medical conditions/diseases How to access reliable sources of nutritional information and interpret available information including the distinction between evidence based knowledge versus unsubstantiated anecdote and the marketing claims of suppliers

Formative task 7.2a Case study (if applicable)

K30

Case study 1 Case study 2 Formative task 7.2b

K31

The role of carbohydrate, fat and protein as fuels for aerobic and anaerobic exercise

Formative task 7.2b Case study 1 Case study 2

K32

The components of energy expenditure and the energy balance equation

Case study 1 Case study 2

K33

How to determine Basal Metabolic Rate (BMR)

Case study 1 Case study 2

K34

How to determine energy requirements based on physical activity levels and other relevant factors

Case study 1 Case study 2 Nutrition assessment

110

K35

Energy needs/expenditure for different physical activities

Case study 1 Case study 2 Nutrition assessment

K36

A basic understanding of the function and metabolism of the macro nutrients

Nutrition assessment

K37

A basic understanding of the function and metabolism of micro nutrients

Nutrition assessment

K38

The main food groups, nutrients they contribute to the diet and portion sizes in the context of the National food model

Formative task 7.2b Case study 1 Case study 2

K39

The calorific/Kilo joule value of nutrients

Nutrition assessment Formative task 7.2b

K40

K41

An awareness of common terminology used in nutrition including: - UK dietary reference values (DRV) - Recommended daily allowance (RDA) - Recommended daily intake (RDI) - Glycaemic Index How to identify and agree nutritional goals and translate them into basic healthy eating advice that reflects current National guidelines

Nutrition assessment Formative task 7.2b Case study (if applicable)

Case study 1 Case study 2 Formative task 7.2a

111

K42

Familiarity with food labelling information and its interpretation

Nutrition assessment Case study (if applicable)

K43

The significance of healthy food preparation

Case study (if applicable) Formative task 7.2b

K44

The potential heath and performance implications of severe energy restriction, weight loss and weight gain

Case study 1 Case study 2

K45

A basic awareness of cultural and religious dietary practices

Formative task 7.2a Case study (if applicable)

K46

The importance of communicating the health risks associated with current weight-loss fads and popular diets to clients

Case study 1 / 2 ?

K47

Why detailed or complex dietary analysis that incorporates major dietary change should always be referred to a Registered Dietician

Formative task 7.1a Case study (if applicable)

K48

The needs for reappraisal of clients body composition and other relevant health parameters at agreed stages of the program

Case study 1 Case study 2

K49

Safety, effectiveness and contraindications relating to protein and vitamin supplementation

Case study 1 / 2 ? Formative task 7.2b

112

K50

Familiarity with the industry guidance note on Managing users with suspected eating disorders

Formative task 7.1a

Candidate Signature Assessor Signature Internal Verifier Signature

Date Date Date

113

Appendix of Evidence

Reference

Evidence

114

115

SPORT & FITNESS 116

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