Conduct Fitness Appraisal

Submitted by sylvia.wong@up… on Thu, 06/25/2020 - 12:13
We use the tests to make sure what we are doing is working, we rely on science to make adjustments as needed, and we find that clients begin to trust us even more once they see the results on paper.

personal trainer holding a notepad, talking to a client.

A fitness appraisal is an important first step in starting a training program. It involves a series of measurements that help determine the health status and physical fitness of a client. It is conducted in preparation for an exercise program, usually after the completion of a client's pre-exercise health screening.

Appraisals include passive, active, and strenuous tests. 

  • Passive testing - Measurements such as height, weight, girth, hips, and blood pressure, which do not require any exertion from the client.

  • Active testing - Tests which require some effort from the client but will not exert them. For example, flexibility tests.

  • Strenuous testing - Tests which require the client to exert a fair amount of effort depending on their ability. For example, strength, cardiovascular, and power tests.

The benefits of a fitness appraisal include;

  • Accurately identifying client needs to develop personalised fitness programs. For example, a client may need to reach a certain level of fitness to join the police force.

  • Identifying a client's strengths and weaknesses in relation to their physical fitness and help in setting attainable fitness goals.

  • Being able to align client goals to their actual needs.  

  • Measuring a client's starting fitness level.

  • Allowing for risk stratification to be conducted. Estimating the probability of an adverse event occurring.

  • Conducting tests in a safe, controlled environment, where the trainer is equipped with knowledge about fitness and the correct use of equipment for example.

  • Provides reliable information for accurate fitness programming and planning.

  • Informs fitness programming and planning by providing essential baseline fitness and health data that can be used to track progress and improve training.

It is essential that the significance of the appraisal in relation to fitness program development is clarified with the client. When preparing to conduct a fitness appraisal, a clear explanation and discussion needs to take place. The client must understand the purpose and reasons for the appraisal. The client must also understand the inclusions of the appraisal process. What is about to happen, how and why. Written consent to conduct the fitness appraisal must be obtained from the client prior to commencing any tests. Note that obtaining client consent is also a requirement for orientation and pre-exercise screening activities as well.

The formal written declaration of consent should ensure:

  • The client understands the reasons and purpose of the fitness appraisal.

  • The client understands the process and inclusions of the fitness appraisal actions.

  • The client gives their consent to all information collection and actions required in order to ensure that fitness appraisals can be conducted.

The significance of a fitness appraisal in relation to program development is that:

  • It provides an assessment of a client's fitness level and a chance to see how a client's numbers compare to health and fitness standards based on their age group and gender. 

  • It sets a baseline that will be used to measure progress and show results. Seeing personal progress and results are powerful motivators.

  • It is how a trainer creates the program and workouts that a client will do, based on what they really need to achieve their goal.

  • It reduces the risk of injury during a training program by giving the trainer information about precautions that need to be taken with individual clients.

To read about a real-world application of fitness assessments, click here.

Sub Topics

elderly clients on stationery bikes

A fitness assessment can be created incorporating the following health related components of fitness;

  • Body composition - The proportion of body fat and non-fat mass (bones, muscles, and organs). It helps determine client health and fitness levels by indicating their body fat percentage. Less body fat and higher non-fat mass indicates a healthy body composition.  There are several tools for measuring body composition such Body Mass Index (BMI).

    The Heart Foundation has developed an user friendly BMI Calculator. It is accessible hereHowever, there are limitations to using these tools (calculators) on their own as they do not necessarily take all body composition factors into consideration. For example, muscle weighs more than fat and therefore the results can be indicative of obesity in a very muscular individual.

    Waist circumference is another good reference point for determining healthy body composition. The health risk is higher for people who are carrying excess body fat round their middle (as opposed to hips and thighs). For a woman the ideal waist measurement should be less than 80cm. For a man the ideal waist measurement should be less than 94cm. 

    Another instrument is the Caliper used for skinfold measurements to estimate how much fat is under the skin.  And another is Bioelectrical Impedance Analysis (BIA). This method involves electrodes that pass weak electrical currents throughout the body to determine body fat and muscle mass.

  • Muscle endurance - Refers to the number of repetitions of a single exercise that can be done without needing to stop and rest. Common tests, fitness trainers use, to determine muscle endurance include Push-ups, Squats (or sitting down and getting up from a chair, repeatedly) and core and stability tests such as Planks.

  • Muscle strength - Refers to the amount of force a muscle can produce in a single effort or the maximum amount of weight that a given muscle can move for one repetition.  Lifting as much weight as a client possibly can during a given exercise (the Chest press and Deadlift are popular choices) for one repetition only.

  • Cardiovascular endurance - Refers to how efficiently the heart, blood vessels, and lungs supply oxygen rich blood to working muscles during physical activity for a prolonged period of time. The longer a client can continue aerobic fitness exercise without getting tired, the healthier their lungs and heart are. Stress tests on a treadmill or stationary bike involve running or riding for an extended period of time and comparing pre-test and post-test heart and respiration rates gives a good indication of endurance. 

  • Flexibility - Determines the range of motion of joints. The focus is on muscle and connective tissue in the many joints and groups of joints in the body. Increased flexibility is known for preventing and relieving pain, correcting posture, preventing musculoskeletal injury. Flexibility is tested with stretching exercises, such as reach tests that target the lower back and hamstring muscles, supine hamstring test, hip flexor/Thomas test and shoulder flexion test.

A range of tools and methods are used to conduct tests in a fitness appraisal;

Fitness Assessment  / Test Type

Exertion Level

    Tools Required

Methods

Maximal And Sub-Maximal Oxygen (Cardio-respiratory Endurance)

Strenuous

  • Equipment to conduct exercises on, such as rowing ergometer or exercise bike.
  • Stopwatch.
  • Norms chart.

Conduct the exercise and calculate the VO2 max for the client.

Blood Pressure

Passive
  • Sphygmomanometer, cuff and stethoscope.
  • Automatic Heart Rate Monitor.
  • Blood pressure chart.

Take the blood pressure reading using the automatic blood pressure tester and compare the results to chart.

Range Of Movement/Flexibility

Active
  • Goniometer (permits observation of joint’s axis of motion and range of motion).
  • Sit and reach box.
  • Range chart.

Using the Goniometer ask the client to conduct all of the required joint movements, take measurements and compare results to norms.

Strength

Strenuous
  • Descriptions of exercises.
  • Stopwatch.
  • Scales for measurements.

Ask the client to conduct the exercises as per the requirements and use the scale to measure results.

Weight And Height

Passive
  • Healthy height and weight table.
  • Measurement device.
  • Scales.

Measure the height and weight of the client and compare to the height and weight scale.

Body Mass Index

Passive
  • Scales.
  • Height measurements.
  • BMI scale.

Take height and weight measurements and use the scale to determine BMI.

Waist To Hip Ratio

Passive
  • Measuring tape.
  • Hip to waist ratio chart.

Take a measurement of the hips and waist and divide the waist measurement by the hip measurement to obtain the result to compare to the scale.

Girth Measurements

Passive
  • Measuring tape.
  • Girth measurements risk chart.

Take the waist measurement and compare it to the girth risk scale.

Skin-Fold Measurements

Passive
  • Body fat interpretation chart.
  • Callipers.

Skinfold measurements can be taken on a range of different sites on the body using a calliper and can be interpreted using the body fat interpretation chart.

Based on a client's test results and goals, a fitness plan will be written and will include the design of an exercise program which utilises products, facilities, programs and equipment available to the client at a fitness club, their home or in the community.

Exercise intensity is defined by the amount of energy required for the performance of the physical activity per unit of time. Intensity is probably the most important element of a workout because when a workout is at a sufficient intensity, the body grows stronger, changes in weight, body fat percentage, endurance and strength are evident.

It is important that exercise intensity guidelines, incorporating light, moderate and vigorous activity are followed when directing a client to begin an exercise.

Fitness Australia has links to various fitness industry guidelines. They are viewable/downloadable here.

Methods to measure exercise intensity include:

This approach requires having the ability to measure the client's heart rate periodically as they exercise and keeping it within their target heart rate zone.

  1. Calculate the maximum heart rate. This number is related to a client's age. To estimate this number subtract their age from the number 220.

  2. Find their target heart rate zone. This is a range at which the heart rate should remain while exercising.

For the frail, elderly and beginners, strive for 40 to 60% of their maximum heart rate. For healthy individuals, strive for 50 to 75% of their maximum heart rate.  As a client increases their fitness level, their resting heart rate should drop and they will be able to work harder or longer while remaining in their target heart rate zone (which could be 60 to 85% of their MHR).

Finding Client’s Target Heart Rate

 

For the client

Example

AGE

I'm ___ years old.

50

MAXIMUM HEART RATE (MHR)

220 minus my age equals ___. This is my maximum heart rate.

220 – 50 = 170

MODERATE ACTIVITY

My maximum heart rate of ___ x 0.60 = ___ beats per minute (bpm).

My maximum heart rate of ___ x 0.70 = ___ bpm.

My moderate level target heart rate is ___ to ___ bpm.

The 60% level is 170 x 0.60. This is 102 beats per minute (bpm).

The 70% level is 170 x 0.70. This is 119 bpm.

The target heart rate is 102 to 119 bpm.

VIGOROUS ACTIVITY

My maximum heart rate of ___ x 0.70 = ___bpm.

My maximum heart rate of ___ x 0.80 = ___ bpm.

My vigorous level target heart rate is ___ to ___ bpm.

The 70% level is 170 x 0.70. This is 119 bpm.

The 80% level is 170 x 0.80. This is 136 bpm.

The target heart rate is 119 to 136 bpm.

 

Female athelete monitoring her pulse

Heart rate can be monitored manually or digitally:

  • Manual - Measure the heart rate either on the wrist (radial artery), at the base of the thumb (palm side) or at the side of the neck (carotid artery). Use two fingers and lightly press on the artery. A pulse beat can easily be felt. Count the number of beats in a 6-second period. Multiply this number by 10 to determine beats per minute. For example, if a 6-second count were 9, then the heart rate would be 90 beats per minute. Monitor heart rate periodically, while exercising, for best results.

  • Digitally - Heart rate is measured via a wearable device, ideally attached via a strap to the chest/sternum area. 

The respiration rate is the rate or speed at which breaths are taken. A standard respiration rate for a resting adult is 14 breaths and this can increase to 36 breaths per minute as a result of exercise.

The rating of perceived exertion is a widely used and reliable indicator to monitor and guide exercise intensity. This approach requires rating a client's level of exertion during exercise. There are a few scales for measuring the rate of perceived exertion, namely the Borg Scale (has rating levels 6 - 20), and the Modified RPE scale (has rating levels 0 - 10). They are explained here.

The talk-test method is a simplified version of the RPE test. Essentially it determines that if a client can talk and exercise at the same time, they are NOT working too hard. This means that their oxygen needs are still being met. If the client is out of breath, they are probably working too hard (especially if they have to stop and catch their breath). The benefits of the 'talk test' is that it is quick and simple to conduct and requires no equipment but this test is limited in the fact that it is not exact. Different clients will be able to talk more or less during different levels of activity.

RPE scale of perceived exertion can be used to measure levels of exertion by placing the client on the tool below:

Rating Activity Level Breathing and Conversation Ability
0 No Activity (Laying on the couch). Breathing normal resting rate. 
1 Very Light Activity (Easy chores such as washing the dishes). Breathing not changed. Easy to carry on a conversation.
2-3 Light Activity (Leisurely walking that does not increase the heart rate). Easy to breathe and carry on a conversation.
4-6 Moderate Activity (Brisk walking that speeds up the heart rate). Breathing more heavily - can carry on a conversation but it requires more effort.
7-8 Vigorous Activity (Jogging, cycling, swimming). On the verge on becoming uncomfortable - conversation requires maximum effort.
9 Very Hard Activity (Running). Difficult to maintain exercise or speak.
10 Maximum Effort Activity (Short burst of activity such as a short sprint, cannot be maintained for long). Full out effort - no conversation possible.

A method of determining the technique, progression and intensity of a particular session is to count the number of sets and repetitions in order to determine the level of intensity that the client should be feeling at a particular stage of the session and modifying the session accordingly. It is also important to keep track of the amount of weight the client is lifting throughout the session.

A method of determining the technique, progression and intensity of a particular session is to count the number of sets and repetitions in order to determine the level of intensity that the client should be feeling at a particular stage of the session and modifying the session accordingly.

It is important to keep track of the amount of weight the client is lifting throughout the session.

Observing the client throughout the exercise is an excellent method of determining the technique, progression and intensity of an exercise. Look for signs of:

  • Consistency of movement.

  • Level of difficulty performing the movement.

  • Signs of fatigue.

  • Signs that the exercise is getting easier.

Interpreting results from the following health and fitness assessments;

Cardio-Respiratory Endurance (Maximal And Submaximal Oxygen) - This is the body’s ability to maintain medium to high-level cardio workouts for long periods of time. Maximal and submaximal oxygen consumption tests can be conducted in order to formally assess the efficiency of the oxygen uptake of the body during exercise. When interpreting the results from maximal tests the results can be measured against the norms for each gender and age group.

Maximal oxygen consumption tests - Example: Maximal Oxygen Consumption Test (VO2max).

Submaximal oxygen consumption tests - Example: YMCA Sub-Maximal Cycle Ergometer Test.

To view Cardio-Respiratory Endurance Tests. Click here.

Blood Pressure - Blood pressure is recorded in the units of millimetres of mercury (mm Hg). Normal blood pressure reading would be:  Systolic blood pressure under 120 mm Hg. Diastolic blood pressure under 80 mm Hg - the same for both men and women. Medical treatment should be sought if measurements in the high category are recorded consistently. 

To understand how to use a sphygmomanometer. View article here.

To understand how blood pressure is measured. Click here.

Range Of Movement / Flexibility - The flexibility of a client can be assessed through the use of a goniometer or special joint measuring device.  The client is directed to perform set motion exercises. The measurement is the angle in degrees as read off the goniometer.

Joint Complex Functional Movement Description of Movement Degrees
Ankles Plantar flexion Stand on the tip of your toes or pointing of toes. 50°
Dorsiflexion Backward bending of the foot at the ankle. 20°
Knees Flexion Touch calf to hamstring. 130°
Extension Straighten out knee as much as possible. 120°
Internal rotation Twist lower leg toward the midline. 10°
Hips Flexion Extend knee and bring thigh close to abdomen. 110°
Extension Move thigh backwards without moving the pelvis. 20°
Abduction Swing thigh away from midline. 45°
Adduction Bring thigh toward and across midline. 45°
Internal rotation Flex knee and swing lower leg away from midline. 45°
External rotation Flex knee and swing lower leg toward midline. 45°
Lumbar Spine Flexion Bend forward at the waist. 75°
Extension Bend backwards. 30°
Lateral bending Bend to the side 35°
Thoracic Spine Flexion - 20° - 45°
Extension - 25° - 45°
Lateral flexion - 20° - 40°
Cervical Spine

Flexion

Touch sternum with chin. 70 - 90°
Extension Point up with chin. 55°
Lateral bending Bring ear close to shoulder. 35°
Rotation Turn head to the left then right. 70°
Shoulders Abduction Bring the arm up sideways. 90°
Adduction Bring arm toward the midline of the body. 90°
Horizontal extension Swing arm horizontally backwards. 45°
Horizontal flexion Swing arm horizontally forward. 130°
Vertical (hyper) extension Raise arm straight backwards. 50°
Vertical (forward) flexion Raise arm straight forward. 170°
Elbows Flexion Moving forearm toward the body. 160°
Extension Bringing the forearm back to anatomical position (straight down). 145°
Pronation Twisting the forearm away from the body. 90°
Supination Twisting the forearm towards the body. 90°
Wrists Flexion Bending the hand down at the wrist 60°
Extension Raising the back of the hand towards the forearm. 60°
Pronation Rotating the forearm into a palm down position. 90°
Supination Rotating the forearm into a palm-up position. 90°
Adduction (Radial flexion) Bending hand to the left. 22°
Abduction (Ulnar flexion) Bending hand to the right. 22°

To understand how a goniometer is used to take a range of motion measurement. View article here.

To understand how to use a sit and reach box for a flexibility test. View article here.

Strength - Strength is the ability to carry out work against a resistance. There is no single test for strength. An example of an exercise to test strength would be push-ups where a client will conduct a number of push-ups within a set time limit and then be rated against a scale (Rooney's scale).

Rooney’s Rating Scale

  • Below average: Less than 54

  • Average: 55-74

  • Good: 75-99

  • Excellent: 100-110

  • Extraordinary: More than 111

Weight And Height - This can be measured and assessed against the following chart, or a table approved for use by your organisation, in order to determine healthy weight ranges in relation to height. This height/weight chart is only suitable for adult men and women. It isn't suitable for children or people under 18. 

Body Mass Index (BMI) - Body mass index is an approved method of determining a healthy weight range. BMI is calculated by dividing the client's weight in kilograms by their height in meters squared. Depending on the BMI value calculated a person may be underweight, healthy weight, overweight or obese. Being either overweight (with a BMI of 25 or above) or underweight (with a BMI lower than 18.5) can affect a person's health.

The Heart Foundation has developed an user friendly BMI Calculator. It is accessible here.

It is useful to consider BMI alongside waist circumference, as waist measurement helps to assess risk by measuring the amount of fat carried around the middle.

Waist To Hip Ratio - The waist to hip ratio of men and women can determine obesity and health risks by estimating fat distribution in the body. This is based on a division of the measurement of the waist by a measurement of the hips. For example, a person with a 76 cm waist and 97 cm hips has a waist-hip ratio of about 0.78.

MEN

WOMEN

HEALTH RISK LEVEL

0.95 or less

0.80 or less

Reduced Risk

0.96 to 1.0

0.81 to 0.85

Elevated Risk

1.0 or higher

0.85 or higher

High Risk

The following health tool can be used to calculate ratios. Click here.

Girth Measurements - Waist girth or circumference is a measure of abdominal obesity. To measure a waist, place a flexible tape measure between the bottom rib and the hip bone. The tape measure should be approximately in line with the belly button.

Health-Risk rates can be assessed by using the following table:

Waist Girth and Health Risk
 
  Men Women
Normal 78 - 94cm 64 - 80cm
Overweight (Elevated Risk) 94 - 102cm 80 - 88cm
Obese (High Risk) >102cm >88cm

 

Skin-Fold Measurements - Skinfold measurements are seen as an easy method for determining obesity and healthy weight ranges in clients as a part of a health and fitness assessment. The measurements can be taken on a range of different sites on the body using a calliper and can be interpreted by referring to a body fat interpretation chart. As the recommendations differ for each gender, there is a chart for females and a chart for males. The corresponding score (depending on the gender, age and calliper reading in mm) is the percentage of body fat.

The percentage should be within the ideal to average range of scores. As an example:

  • For women over 17 years old, the recommended range is 16-33% body fat.

  • For men over 17 years old, the recommended range is 7-25% body fat.

If the body fat percentage is above the recommended levels (above average), it falls into the obese category. Anyone above the recommended range may need to consult a doctor.

If the body fat percentage is lower than the recommended levels (lean), and the client is not an elite athlete, they may be at risk of health complications such as organ damage. Anyone below the recommended range may need to consult a doctor.

 

Close-up photo of callipers being used to conduct a skin-fold test of a female abdomen

To understand how a calliper is used to take a skin fold measurement. View steps here.

The following considerations will assist in interpreting the initial test and progress test results:

  • Relative importance - Determine how important each of the components that were tested are to the overall performance in the program. For example, while a poor result in a body fat test may be of concern, it is not as vital as a poor result in a cardiorespiratory endurance test. The relative importance of each fitness component normally requires a good understanding of the physiology involved.

  • Comparison to norms - If the results are being compared to normative values (norms), you must consider if the norms used the same protocol, and the subject population and age group are similar. Also, published norms and rating charts may give the averages for a certain population. For general fitness activities, averaged result comparisons may be acceptable, but if there is any doubt, seek qualified advice.

  • Significance - Are the changes seen from test to test significant? There are normal variations in results from test to test due to factors such as biological variation, tester error, equipment calibrations, conditions, etc., so you must decide if the differences recorded are significant to affect performance, and are greater than can be expected from general sources of error.

  • Presentation or reporting - Following correct and thorough testing, the presentation of results to the client can be the most important step if any recommendations are to be implemented. A good way of illustrating the results is with a chart or plot, where initial and subsequent tests can be overlaid or compared side-to-side so that changes over time can be easily determined.

old habits and new habits title written on a blackboard.

When conducting a fitness appraisal in preparation for a training program, or during training to check on a client's progress, a trainer will need to identify client behaviours in regards to exercise and discuss exercise adherence strategies. Areas to focus on include;

Habits

Habits are behaviours performed on a daily or otherwise regular basis and some component of it is 'automatic'. Habits are formed when three things come together - cue, behaviour, reward. With a habit, there’s a cue that triggers a behaviour. For example, if a person eats dinner at the same time each night, time is the trigger (cue) and eating is the behaviour. Habits are reinforced by rewards. In the earlier example, the pleasure of eating a meal is the reward.

To create a new, healthy habit, a client will want to be as intentional as possible with all three. That is, manipulate their environment to introduce triggers (cues) that they can then intentionally start to associate with a desired behaviour and reinforce it all with a pre-determined reward. For example, get home from work (cue) and put on workout clothes to exercise (behaviour), exercise and when finished, relax with an episode of favorite show (reward). Focus on the behaviours that enable the desired habits.

Motivations

There are two main types of motivation that can be used to positively motivate a client to success. These are;

  • Intrinsic - Intrinsic motivations are internal and driven by the client. For example, the sense of achievement gained from learning a new activity or looking forward to working out with a friend. It is essential that a range of support is provided to assist the client in developing intrinsic motivation towards the exercise program.

  • Extrinsic - Extrinsic motivations are external and may be provided by the fitness instructor. For example, external rewards can induce interest and participation in something in which the client had no initial interest. It is important to drive the client and assist them through the use of rewards, reinforcement and effective goal setting techniques.

Goal Setting:

Setting short and long-term goals is an excellent method of promoting and controlling behaviour change within a client and aiding in overcoming barriers to exercise adherence. It is important to ensure that goals are specific, measurable, realistic and achievable. Setting goals in terms of distance, time, amount lifted allows the client to clearly see changes. Knowing exactly what they are aiming to do (e.g. run 5 km or swim for 30 minutes) but begin with a realistic short-term goal (e.g. run 500 m and then walk 1 km). The client will easily see their progress toward their goal. 

Tips for exercise adherence:

  • Work out with friends.

  • Learn a new activity.

  • Choose an activity that is liked.

  • Start easy and slowly, increase effort.

  • Cross-train to reduce boredom.

  • Set realistic, measurable goals.

  • Keep an exercise journal.

  • Choose convenient activities or exercise.

  • Establish a routine.

  • Make exercise a priority.

  • Combine family time with exercise.

As per safety guidelines for conducting exercise sessions, there are general health-related symptoms/signs which require the immediate cessation of the fitness appraisal:

  • Chest pain.

  • Leg cramps.

  • Light-headedness.

  • Confusion.

  • Nausea.

  • Slurred speech.

  • Unnatural changes to the skin (ie. becomes cold and clammy or becomes very pale).

NOTE: Only clients who are in the low-risk category as per their pre-exercise health screening should undertake a fitness test. Other situations which may delay or preclude a fitness appraisal include acute temporary illness or injury.

Module Linking
Main Topic Image
Man in fitness attire holding a stopwatch