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 The Importance of Assessment
In the fitness industry, coaches commonly struggle to understand how
to assess their clients. That’s why OPEX Fitness developed a smart
assessment approach to ensure coaches understand their clients’ essential
data and can translate that data into a quality fitness program design.

Coaches should conduct an assessment for two main reasons.

Firstly, it gives coaches a starting point for working with a

1 client, showing them what areas to prioritize and what is within
their current capabilities.

Secondly, it gives coaches data points to track results. Clients

2 expect results, and coaches and clients feel empowered
as they monitor progress in their body composition (where
appropriate), movement abilities, and work capacity.

In this download, you will learn the basics of The OPEX Assessment model
and how to transition from the assessment to designing an individualized
exercise program. This approach has helped more than 10,000 coaches
worldwide and is part of our 6-month flagship coaching education course,
The OPEX Coaching Certificate Program (CCP). Take the first step to
becoming a more effective coach by reading on.

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 THE OPEX ASSESSMENT
The OPEX Assessment is a systematic approach to gathering information
directly from the client.

This comprehensive client assessment begins with an initial client

consultation–a quality conversation–and proceeds to body composition
evaluation, movement limitations, and work capacity, so that you finish with
a full client “picture” of data to help you design the perfect fitness program.

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 THE OPEX ASSESSMENT
CCP

Learn how to use the data from the assessment to design a personalized
LEARN MORE
exercise program for your clients with this 6-month coaching course.

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 OPEX Assessment: The Consultation
The consultation is an opportunity for the coach to get to know the client
better and figure out their values and beliefs. This is done through a 60-minute
conversation with the client in a private setting, off of the gym floor. Here are four
critical things coaches should focus on during the consultation.

Gather background information by asking questions. This includes

a health history form (aka client intake form), as well as a client’s
1 fitness background. These two are equally important as they will help
determine the starting point for the client’s exercise program.

Understand current behaviors, exercise, and nutrition. It is important

2 to understand where a client is today in order to build a plan in each
specific area.

Set Goals. A coach needs to work with a client to set clear and
3 attainable goals as these will be the metrics for tracking progress.

Reconsult. A client’s goals can change monthly or not at all for years at
4 a time. A coach needs to reconsult monthly to make sure they are on
the same page as the client and working towards the same goals.

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 OPEX Assessment: Body
The Body assessment is an analysis of the client’s height, weight, lean body, fat
mass, basal metabolic rate, and other health biomarkers. This body composition
knowledge allows coaches to create better training programs and easily monitor
progress like losing body fat or gaining lean body mass.

OPEX Coaches conduct Body assessments using an InBody machine to get the
most accurate view of body composition balance. The InBody provides a detailed
analysis of the client’s body composition and measures the following seven data
points.

Results from the InBody Include:

• WEIGHT
• LEAN BODY MASS (LBM)
• BODY FAT MASS
• BASAL METABOLIC RATE
• INTRACELLULAR WATER
• EXTRACELLULAR WATER
• SEGMENTAL LEAN MASS
ANALYSIS

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 OPEX Assessment: Move
In the Move assessment, a coach will take the client through a variety of
movements. The goal of this assessment is to establish what the client can and
cannot do in terms of movement. This information will directly inform the coach
what movements are within the client’s abilities and can be included in their
exercise program. Below are the eight movements included in the assessment and
the standards of a pass and fail.

Move Assessments:

Scratch Test

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 Squat Toe Touch

Lunge

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 Active Straight Leg Raise

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 Side Plank

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 Reverse Plank

Front Plank

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OUTSTANDING
COACHES KNOW
HOW TO USE
THE DATA.
CCP

The information gained during an assessment

is only useful when you know what to do
with it. Learn the standards for the movement
assessment and how the information gathered
dictates exercise selection in the OPEX
Coaching Certificate Program (CCP).

LEARN MORE

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 OPEX Assessment: Work
In the Work assessment a coach will test the client’s work capacity. It is
important to test work capacity as it gives the coach insight into what the client
is capable of and what the coach should prioritize in their training program.
Specifically, the work capacity test can show whether a client is more aerobic
or powerful by nature (aka their essence).

The work capacity test we use is the 10-minute AirBike for maximum calories.
In this test a client goes at the
fastest pace they can sustain for 10
minutes on the AirBike. The goal is
to accumulate as many calories as
possible during the 10 minutes.
This assessment gives us great
insights into things such as the
client’s ability to do work over a 10
minute time frame relative to their
bodyweight, aerobic ability, ability
to pace and sustain work, their
response to energy system work,
and insights into their essence.
Learn more about how to conduct
this test and what to do with the
data in this blog.

The data collected from the Work assessment is directly applicable to the client’s
program. For example, if the coach notices that the client is more powerful than
they are enduring they can then prioritize building the client’s endurance in their
program. Or, if the coach notices that the client is more enduring than powerful
they can prioritize developing strength and power through program design.

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 How To Take The Data From The Assessment
And Transition Into Program Design
After collecting data from the initial consultation, and Body, Move, and Work
assessments, it’s time to design the initial training program. In our Coaching
Certificate Program (CCP) we dive into the nuts and bolts of program design,
covering everything you need to write an exercise program down to the reps
and sets. Learn more here.

Prioritize
First, the coach must define clear goals for the training program,
derived from the client’s goals and what the assessment has
uncovered.

Plan
Second, the coach will align the client’s schedule and resources with
a training plan, including days in the gym, rest days, and duration of
sessions.

Periodize
Finally, the coach will use periodization to define a long-term training
plan for the client, to guide the progression through different phases,
including accumulation, intensification, deloading, pre competition and
competition for competitors, and retesting.

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A Practical Application Of
The OPEX Assessment Model
While a deep understanding of theory is important, fitness
coaching requires a practical application. In this section, you
will see the results from the assessment of a client avatar, and
how those results will influence the program.

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 C L I E N T AVATA R Q U I C K R E F E R E N C E G U I D E

CORINA’S ASSESSMENT SUMMARY

I N I T I A L C O N S U LTAT I O N :

Chronological Age: 25 years old

Training Age: 3 years of resistance training and aerobic activity, averages 3x per week in the gym.

Goals: Wants to look and feel better and create consistency in lifestyle.

Sleep/Energy: Corina struggles with consistent energy throughout the day, especially prior to going
to the gym in the early evening. She sleeps 6-7 hours per night with a typical bedtime of 11:00pm
and a wake up time of 5:00-6:00am.

Food Log Insights (3 day averages):

Calories: 1500

Protein: 115g

Carbohydrate: 125g

Fat: 60g

Water: 80oz

OPEX BODY RESULTS OPEX MOVE NOTICINGS OPEX BODY RESULTS

Height: 5’6” Corina showed an inability to reach

10-Minute max calories on
internal rotation in her right arm. This
Weight: 150lbs AirBike: 122 calories
was found in the scratch test.
Body fat: 19%
She also showed an inability to
Lean Body Mass: 121.5lbs perform a side plank on her right side
for the requisite amount of time. This
Basal Metabolic Rate: 1550kcal
was due to the inability to stabilize at
the shoulder, a finding that confirmed
issues that must be addressed on the
right shoulder from the scratch test.

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 Transitioning From Assessment To Design
Considering all assessment results, to include the initial assessment and Body,
Move and Work, there are initial things that will need to be addressed relative to
behavior, exercise and nutrition:

BEHAVIOR

Corina will be prescribed post-lunch walks to assist in blood flow outside of

exercise.
We will shift her bedtime to 10:30pm and wake up time to 5:45am.

EXERCISE

Her program will prioritize increasing shoulder stability and internal rotation.
Corina showed great sustainability in the Work assessment, so her initial
design will bias resistance training while giving her a few aerobic pieces per
week for maintenance.
Corina will stay at 3x per week in an effort to build consistency in training
and schedule.
Corina’s design includes more pulling than pushing and bias horizontal
pushing over vertical pushing due to her shoulder stability concerns.

NUTRITION

In an effort to create consistency in food timing, Corina will eat 4 meals per
day.
We will add 25g of carbohydrates per day to start to move Corina’s total
calories up to ensure she is well above her basal metabolic rate and other
metabolic markers to account for activity, exercise, etc.

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 CONCLUSION
This document highlights the OPEX Assessment. The first step to fitness coaching.

What it doesn’t teach is how to build a personalized exercise program off of the data
gathered in the assessment, how to write weekly, monthly, yearly training plans, and
how to manage recovery outside of the gym with holistic nourishment programs.

To be a professional coach you need education and experience. Your education must
prepare you for the brutal fitness industry that changes every year.

That’s where our flagship course, The OPEX Coaching Certificate Program (CCP),
comes into play as the gold standard for individualized fitness coaching education.
CCP is developed and taught by James FitzGerald, a 25-year coaching veteran, who
has educated more than 10,000 coaches worldwide.

Our education not only bridges the gap between the classroom and the gym floor,
but also gives you the opportunity to develop your own coaching flair under the
mentorship of James himself.

Spots fill up fast and we close registration when we fill up, so apply now to see if The
OPEX Coaching Certificate Program (CCP) is right for you.

Invest in the best asset money can buy, YOU! As you up-level, you’ll gain confidence,
stature in your community, client success, and ultimately make more money.

Take the first step towards becoming a

CCP

LEARN MORE
professional fitness coach.

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