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Client assessment

Complete during and immediately after the session. Refer to the scoring & interpretation guide for benchmark thresholds.

1

Session details

Posture, energy, demeanour on arrival. Anything the pre-form didn't capture.
Start here — confirm and deepen the client's goal from their pre-assessment. Ask them to be specific. What does success look like in 3 or 6 months?
Based on pre-assessment history and your assessment today. This determines periodisation approach.
Anything new that came up during the session — changes in health, lifestyle, or goals since they submitted the form.
2

Health scan results

Choose how you measured body composition — both fill the same Body fat % and Lean mass fields. Skinfolds are optional and for trained coaches only.
Flag anything warranting referral or medical clearance before programming.
What does the body composition data suggest about where to focus first?

💬 Coaching cue

Explain lean mass vs weight in plain language — "Most programmes just track weight, but weight alone doesn't tell you if you're losing fat or muscle. We track lean mass because that's what drives your metabolism and your results long term." Most clients have never had this explained to them. It immediately differentiates the DH approach.

3

Movement screening

FFE Split Squat
FFE Split Squat
✓ PassKnee drives forward over toe until hamstring touches calf (full depth), torso upright, slight heel raise acceptable but flat is preferred
✗ FlagKnee collapsing inward (valgus), inability to reach depth, excessive forward lean, significant heel raise, loss of balance
Insufficient dorsiflexion
Knee valgus
Lack of strength
Lack of mobility
Lateral Lunge
Lateral Lunge
✓ PassHips pushed back, chest up, lunging knee tracking over foot, standing leg straight
✗ FlagKnee collapsing inward, heel lifting on lunge leg, torso rounding, hip dropping
Lack of strength
Lack of mobility
Single-leg RDL
Single-leg RDL
✓ PassFlat back, controlled hinge, floating leg extends back in line with torso, slight knee bend on stance leg
✗ FlagLoss of balance, rounded back, inability to hinge at hip, floating leg dropping
Loss of balance
Inability to hinge
ER IR
Shoulder IR / ER
Shoulder IR / ER
✓ PassER: 80–90° range, IR: 60–70° range, symmetrical L/R within 10°, no pain
✗ FlagLess than 45° IR or 60° ER, more than 15° asymmetry L/R, pain or impingement at end range
Limited internal rotation range
Limited external rotation range
Pain or discomfort during test
Significant L/R asymmetry
Shoulder Flexion — Unilateral Stick (Supinated Grip)
Shoulder Flexion — Unilateral Stick (Supinated Grip)
✓ PassArm lifts overhead as far as possible while maintaining supinated grip (palm facing up/forward) throughout — range recorded at point of pronation onset
✗ FlagForearm pronates (palm rotates down/back) before reaching full overhead range — record the angle at which pronation occurs. Note any pain, impingement or compensatory trunk lean
Unable to achieve full overhead range
Compensatory lumbar extension
Pain or impingement
Hip IR / ER — 90/90
Hip IR / ER — 90/90
✓ PassBoth hips comfortably at 90°, both knees at 90°, upright torso, pelvis neutral, held 30s without compensation
✗ FlagHip dropping, pelvis tilting, inability to hold position, one side significantly tighter, pain in hip or groin
Limited internal rotation range
Limited external rotation range
Significant L/R asymmetry
Inability to hold 90/90 position
Single-arm Z-Press — Bottoms-up KB
Single-arm Z-Press — Bottoms-up KB
✓ PassKB stays inverted and controlled throughout press, elbow tracks forward, wrist neutral, no trunk rotation
✗ FlagKB tipping/shaking excessively, elbow flaring out, wrist breaking, trunk rotating to compensate
Excessive shaking or loss of KB control
Elbow flaring or lack of ROM
Thoracic Rotation with Stick
Thoracic Rotation with Stick
✓ PassStick rotates 45–60° from neutral, movement comes from thoracic spine, hips stay square, lumbar stays neutral
✗ FlagLess than 30° rotation, movement compensating from lumbar or hips rotating, significant L/R asymmetry (>15°)
Limited rotation range
Dominant patterns, key asymmetries, injury risk flags, areas to prioritise.

💬 Coaching cue

After the movement screen, normalise what you found — "These patterns are really common, especially with the amount of time most people spend sitting. The good news is they're very correctable, and addressing them early means we protect you from injury and get much better results from every exercise we do." Clients often feel self-conscious about failing a test. Reassure them this is exactly why the assessment exists.

4

Cardiovascular test — Cooper test (Echo Bike)

HR drop in 2 min post-test. Any dizziness, nausea?

💬 Coaching cue

Use the Cooper result to connect conditioning to the client's goal — "Your cardiovascular fitness affects everything — your recovery between sets, your energy throughout the day, and how quickly your body adapts to training. This is why we test it, and why we'll track it over time." For clients surprised by a low score, frame it as opportunity: "This is actually great news — it means there's a lot of room to improve, and you'll feel the difference quickly."

5

Coach summary

What stood out from this assessment? What are the top priorities and what is most likely holding this client back? Be thorough — this is the foundation of their programme.
Raw thinking, patterns noticed, things to research before writing the programme. No pressure to have answers yet — capture what's fresh.
Any physio input needed for pain or injury? GP referral? Blood panel? Follow-up conversation required?
6

Package & scheduling

Training frequency

Package duration

Select frequency above first, then enter the agreed day and time for each session.

Select a training frequency above to add session times.

Anything the assigned coach needs to know before the first session.

💬 Closing the assessment

Before discussing packages, summarise what you found in plain language — "Based on everything we've seen today, here's what I'd focus on in your first phase..." Then connect it directly to their goal. The client should feel that this programme was designed specifically for them — because it was. When discussing frequency, anchor it to results: "To achieve what you're after in 3 months, I'd recommend 3 sessions per week — that gives us enough stimulus to make meaningful change without overloading your recovery."

This record will be submitted to the central DIFY client database.