Fitness Assessment Form (Trainer Use)

A personal-trainer fitness assessment — body measurements and composition, resting vitals, flexibility, strength, and cardio test results, plus goals, with space to record a re-test date for tracking progress.

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FITNESS ASSESSMENT

Client:  Sample Client        Date: May 23, 2026
Trainer: Sample Trainer, CPT
PAR-Q / medical clearance on file: [X] Yes   [ ] No

(Columns:  measure / test          today            re-test)

MEASUREMENTS & VITALS
   Height                       5'9"             re-test: __________
   Weight                       178 lb           re-test: __________
   Resting heart rate           68 bpm           re-test: __________
   Blood pressure               122/78           re-test: __________
   Body fat %                   22%              re-test: __________
   Waist                        34 in            re-test: __________
   Hips                         40 in            re-test: __________

FLEXIBILITY
   Sit-and-reach                +2 in            re-test: __________
   Shoulder mobility            within normal limits re-test: __________

STRENGTH
   Push-ups (max, 1 min)        22               re-test: __________
   Plank hold                   1:05             re-test: __________
   Grip (R/L)                   44 / 42 kg       re-test: __________

CARDIO
   3-min step test (recovery HR) 96 bpm           re-test: __________
   1.5-mile run                 13:40            re-test: __________

GOALS & NOTES
Lose ~10 lb and improve cardio over 12 weeks. Prior knee strain — avoid deep loaded lunges initially. Train 3x/week.

Re-assessment date: __________     Trainer signature: _____________________

This assessment is for training purposes only and is not a medical evaluation.

About this template

A fitness assessment is a personal trainer's baseline: a structured snapshot of a client's body composition, vitals, flexibility, strength, and cardiovascular fitness that turns "get in shape" into measurable starting numbers — and gives both trainer and client something concrete to compare against at re-assessment. The most useful forms group the standard battery so nothing is missed: **measurements and vitals** (height, weight, resting heart rate, blood pressure, body-fat estimate, and key circumferences like waist and hips), **flexibility** (sit-and-reach, shoulder mobility), **strength** (a push-up or plank test, grip dynamometer), and **cardio** (a step-test recovery heart rate, timed run, or submaximal test). Two things make the form genuinely good practice. First, confirm a **PAR-Q or medical clearance** is on file before testing — screening for cardiovascular and other risk factors is the standard of care, and anyone flagged should get physician clearance before exertion. Second, build in a **re-test column and re-assessment date**, because the assessment's value is in the comparison: the same tests repeated every 6–12 weeks show whether the program is working and keep clients motivated by visible progress. Record results consistently (same conditions, time of day, and equipment where possible), keep the language client-friendly, and store the form with the client's file. Crucially, a fitness assessment is **not a medical evaluation or diagnosis** — body-fat percentages and field tests are estimates, results should be interpreted within the client's health context, and trainers should refer out to a physician for any sign of a medical issue.

When to use it

  • Onboarding a new personal-training client and setting a baseline.
  • Periodic re-assessment (every 6–12 weeks) to track progress.
  • Documenting measurements, vitals, and fitness test results.
  • Recording goals and a re-assessment date.

What to include

  • Client, trainer, date, and PAR-Q/medical-clearance status.
  • Measurements & vitals (height, weight, RHR, BP, body fat, circumferences).
  • Flexibility, strength, and cardio test results.
  • A re-test column and re-assessment date for tracking.
  • Goals, notes, and a not-a-medical-evaluation reminder.

Frequently asked

The standard battery: measurements and vitals (height, weight, resting heart rate, blood pressure, body-fat estimate, waist/hip circumferences), plus flexibility (sit-and-reach), strength (push-up or plank test, grip), and cardio (step-test recovery HR or a timed run). Grouping them ensures a complete, comparable baseline.
⚠ Legal disclaimer. This fitness assessment form is for personal-training use and is not a medical evaluation, diagnosis, or treatment. Confirm a completed PAR-Q or physician clearance before testing, work within your scope of practice and certification, and refer clients to a qualified healthcare provider for any health concern. Body-composition and field-test results are estimates.
Jurisdiction: United States / general — a personal-trainer client baseline/progress form, not medical.
Last reviewed: 2026-05
Reviewed by ScoutMyTool — consult a licensed attorney for binding use.

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