Progress review agenda for PT clients

A 20-minute agenda for a personal training progress review: what to prepare, the four questions to ask and what to write down afterwards.

David Meijer

Coach at Omnia Personal Training and co-founder of Trainnode · 1 min read

Use this at the end of every training phase, in the first 20 minutes of a regular session. Why each step is there is in How to run a progress review with a PT client.

Progress review

Prepare (10 minutes, before the session)

  • Three numbers that improved since the start of the phase
  • One thing that didn't go well
  • The client's goal from the intake or last review, in their words
  • Their check-in answers over the phase: energy, sleep, pain

The review (20 minutes)

  1. What did you notice? Let the client talk first. Write down what they say.
  2. Here's what changed. Show the three numbers, start of phase against now.
  3. What got in the way? Talk about what didn't go well, without blame.
  4. What do we focus on next? Agree on one specific, measurable goal.

Write down

  • Client noticed:
  • Numbers shown:
  • What got in the way:
  • Goal for the next phase:
  • Review date for the next phase:

Afterwards

  • Put the goal where the client sees it every week
  • Build the next phase around the goal
  • Mention the goal again two weeks from now

Read next

See it working in your own studio.

Book 30 minutes with David. He coaches at Omnia in Amsterdam and walks you through bookings, memberships and training plans with your own setup in mind.