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How do you organize your functional training assessment documents?

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Functional training assessment documents are essential tools for planning, implementing, and evaluating your functional training programs. They help you identify your clients' needs, goals, and progress, as well as provide feedback and guidance for improvement. However, managing and organizing these documents can be challenging, especially if you have multiple clients or programs. Here are some tips on how to organize your functional training assessment documents effectively and efficiently.

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1 Use a consistent format

Organizing your functional training assessment documents begins with using a consistent format for each document. This will make it easier to compare and analyze data, as well as communicate with clients and other stakeholders. The format should include a clear title and date, a brief introduction and purpose, a list of assessment methods and tools used, a summary of results and findings, a discussion of implications and recommendations, and a conclusion and action plan. Templates or software can be used to customize the documents, or you can find examples online.

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Vick Tipnes

Healthcare Entrepreneur I Founder of The Rise Conference | Amazon Best Selling Author “Did You Sell Your Soul?”
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Let's get visual! Visual representations make complex data more digestible for both clients and colleagues, facilitating clearer insights and more informed decision-making.

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2 Categorize and label your documents

Organizing your functional training assessment documents can be done by categorizing and labeling them according to different criteria, such as the type of assessment, the client/program name, the functional training domain/skill, the level of difficulty/complexity, and the date/period of assessment. You can utilize folders, subfolders, tags, or color codes to sort and group your documents. Doing so will not only help you find and access them quickly and easily, but also track and monitor your clients' progress and performance.

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Vick Tipnes

Healthcare Entrepreneur I Founder of The Rise Conference | Amazon Best Selling Author “Did You Sell Your Soul?”
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Get the names right. Implementing a standardized naming convention for your assessment documents streamlines accessibility and retrieval.

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3 Store and backup your documents

The final step to organize your functional training assessment documents is to store and backup them securely and regularly. This will protect them from loss, damage, or unauthorized access, as well as to comply with any legal or ethical requirements. You can use a variety of methods and platforms, such as cloud services, external hard drives or flash drives, online databases or portfolios, and even printed copies or binders. Furthermore, if the documents contain sensitive or personal information, you should consider encrypting, password-protecting, or locking them. Additionally, it is important to delete or archive any outdated or irrelevant documents in order to save space and avoid confusion.

Organizing your functional training assessment documents is not only a good practice but can also enhance your professional credibility as a functional trainer. By following these tips, you can improve your workflow, productivity, and the quality of your functional training programs.

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Vick Tipnes

Healthcare Entrepreneur I Founder of The Rise Conference | Amazon Best Selling Author “Did You Sell Your Soul?”
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Utilize encryption, two-factor authentication, and regular security audits to ensure your functional training assessment documents remain shielded from digital threats.

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James Stackhouse

Try my Dad Bod Redemption 2-Week Fitness Reboot | Message me 'DAD BOD' to Start TRANSFORMING your Fitness & Wellbeing Today | Father, Health Coach, Fitness Motivator, Well-being Champion
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I personally like to use a cloud based storage system with Google Docs being my preferred. I like the 'access anywhere' convenience plus it makes it very easy to share the docs with clients and verify compliance, progress and gain feedback. And avoids any issues in relation to version control as the uploaded version is always the most relevant versions even if multiple parties have access to it. Finally the docs are backed up with previous versions available if required.

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4 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Bill Lutz CPT, CSCS, MPC

Physical, Mental, Nutritional Performance Specialist, Personal Training, Mindfulness, Golf-Conditioning, Weight-Loss, Kids Fitness, Senior Fitness, Sport Psychology
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After 35 years as a personal trainer, CPT and a strength &conditioning specialist, CSCS I ask people to do a couple of basic movements and reaches with medicine balls and various weight exercises .If They are training for particular sport I will ask for those sports specific movements.i In a period of 15 minutes I know exactly where they stand. Getting deeper into mental performance enchantment and Sport specific skill movements can take multiple sessions. Evaluate make a determination reevaluate make a new determination and adjust according to needs, Training is not static it should be fluid, it should be about the moment in time for the individual. If you need templates you really should get some more experience and some more education.

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How do you organize your functional training assessment documents?

1

2

3

4

1 Use a consistent format

2 Categorize and label your documents

3 Store and backup your documents

4 Here’s what else to consider

Functional Training

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How do you organize your functional training assessment documents?

1

2

3

4

1 Use a consistent format

2 Categorize and label your documents

3 Store and backup your documents

4 Here’s what else to consider

Functional Training

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