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Specification Edexcel Level 3 NVQ Diploma in Personal Training (QCF) For first registration June 2011 Edexcel NVQ/competence-based qualifications
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Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

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Page 1: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

Specification

Edexcel Level 3 NVQ Diploma in Personal Training (QCF)

For first registration June 2011

Edexcel NVQ/competence-based qualifications

Page 2: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

Edexcel, a Pearson company, is the UK’s largest awarding organisation offering vocational and academic qualifications and testing, to employers, training providers, colleges, schools, and other places of learning in the UK, and in over 85 countries worldwide.

Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills, Foundation Learning, as well as our exclusive range of BTECs, from entry level right through to Higher National Diplomas.

References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.)

Authorised by Martin Stretton Prepared by Dominic Sutton

Publications Code N028973

All the material in this publication is copyright © Pearson Education Limited 2011

Page 3: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

Contents

Qualification title covered by this specification 1

Key features of the Edexcel Level 3 Diploma in Personal Training (QCF) 2

What is the purpose of this qualification? 2

Who is this qualification for? 2

What are the benefits of this qualification to the learner and employer? 2

What are the potential job roles for those working towards this qualification? 2

What progression opportunities are available to learners who achieve this qualification? 2

What is the qualification structure for the Edexcel Level 3 NVQ Diploma in Personal Training (QCF) 3

How is the qualification graded and assessed? 4

Assessment strategy 4

Types of evidence (to be read in conjunction with the assessment strategy in Annexe D) 5

Centre recognition and approval 6

Centre recognition 6

Approvals agreement 6

Quality assurance 6

What resources are required? 6

Unit format 7

Units 9

Unit 1: Anatomy and physiology for exercise and health 11

Unit 2: Principles of exercise, fitness and health 17

Unit 3: Promote health, safety and welfare in active leisure and recreation 23

Unit 4: Motivate clients to maintain long term adherence to exercise and physical activity 35

Unit 5: Reflect on and develop own practice in providing exercise and physical activity 45

Unit 6: Evaluate exercise and physical activity programmes 53

Unit 7: Design, manage and adapt a personal training programme with clients 59

Page 4: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

Unit 8: Deliver exercise and physical activity as part of a personal training programme 75

Unit 9: Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme 87

Unit 10: Plan, market and sell services 99

Further information 108

Useful publications 108

How to obtain National Occupational Standards 108

Professional development and training 109

Annexe A: Progression pathways 111

The Edexcel qualification framework for the Active Leisure and Learning sector 111

Annexe B: Quality assurance 113

Key principles of quality assurance 113

Quality assurance processes 113

Annexe C: Centre certification and registration 115

What are the access arrangements and special considerations for the qualifications in this specification? 115

Annexe D: Assessment requirements/strategy 117

Assessment strategy for active leisure, learning and wellbeing 117

Annexe to the Assessment Strategy for Active Leisure, Learning and Well-being - Level 3 Diploma in Personal Training NVQ 126

Assessment guidance and evidence requirements for each unit 130

Annexe E: The Register of Exercise Professionals (REPs) Code of Ethical Practice 143

Explanation and examples of terms 146

Level 3 Diploma in Personal Training NVQ anatomy 148

Annexe F: Additional requirement for qualifications that use the term ‘NVQ’ in a QCF qualification title 151

Page 5: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

1

Qual

ific

atio

n t

itle

cov

ered

by

this

spec

ific

atio

n

This

spec

ific

atio

n g

ives

you t

he

info

rmation y

ou n

eed t

o o

ffer

the

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in P

erso

nal

Tra

inin

g (

QCF)

:

Qu

alifi

cati

on

tit

le

Qu

alifi

cati

on

N

um

ber

(QN

) R

eg

ula

tio

n

start

date

O

pera

tio

nal

start

date

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QCF)

: 600/1

786/7

14/0

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011

01/0

6/2

011

This

qual

ific

atio

n h

as

bee

n a

ppro

ved w

ithin

the

Qual

ific

ations

and C

redit F

ram

ework

(Q

CF)

and is

elig

ible

for

public

fundin

g a

s det

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by

the

Dep

artm

ent

for

Educa

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DfE

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Sec

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f th

e Le

arnin

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kills

Act

2000.

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qual

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bove

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s in

the

fundin

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ts p

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hed

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ly b

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e D

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her

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um

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(Q

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when

you w

ish t

o s

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The

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nit r

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Page 6: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

2

Key features of the Edexcel Level 3 NVQ Diploma in Personal Training (QCF)

This qualification:

is nationally recognised

is based on the Personal Training National Occupational Standards (NOS). The NOS, assessment strategy and qualification structure are owned by SkillsActive.

The Edexcel Level 3 NVQ Diploma in Personal Training has been approved as a component for the Advanced Fitness Advanced Apprenticeship framework.

What is the purpose of this qualification?

This qualification is designed for learners working in, or aspiring to work in, health and fitness, particularly in personal training roles or similar.

Who is this qualification for?

This qualification is for all learners aged 16 and above who are capable of reaching the required standards.

Edexcel’s policy is that the qualification should:

be free from any barriers that restrict access and progression

ensure equality of opportunity for all wishing to access the qualification(s).

What are the benefits of this qualification to the learner and employer?

This qualification will give learners entry to the Register of Exercise Professionals at level 3.

What are the potential job roles for those working towards this qualification?

Roles in health and fitness, particularly that of personal trainer or similar.

What progression opportunities are available to learners who achieve this qualification?

Further information is available in Annexe A.

Page 7: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

3

What is the qualification structure for the Edexcel Level 3 NVQ Diploma in Personal Training (QCF)

Individual units can be found in the Units section.

To achieve the Edexcel Level 3 NVQ Diploma in Personal Training (QCF), the learner must achieve all 48 credits from all 9 mandatory units, and may complete the additional unit, if appropriate.

Mandatory units

Edexcel Level 3 NVQ Diploma in Personal Training (QCF)

Unit reference Mandatory units Level Credit

A/600/9051 Unit 1: Anatomy and physiology for exercise and health

3 6

A/600/9017 Unit 2: Principles of exercise, fitness and health

2 4

D/601/4484 Unit 3: Promote health, safety and welfare in active leisure and recreation

2 4

K/601/7758 Unit 4: Motivate clients to maintain long term adherence to exercise and physical activity

3 4

F/601/7362 Unit 5: Reflect on and develop own practice in providing exercise and physical activity

2 4

M/601/7759 Unit 6: Evaluate exercise and physical activity programmes

3 3

H/601/7760 Unit 7: Design, manage and adapt a personal training programme with clients

3 6

K/601/7761 Unit 8: Deliver exercise and physical activity as part of a personal training programme

3 10

M/601/7762 Unit 9: Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme

3 7

Unit reference Additional unit Level Credit

T/601/7763 Unit 10: Plan, market and sell services

3 5

Page 8: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

4

How is the qualification graded and assessed?

The overall grade for the qualification is a ‘pass’. The learner must achieve all the required units within the specified qualification structure.

To pass a unit the learner must:

achieve all the specified learning outcomes

satisfy all the assessment criteria by providing sufficient and valid evidence for each criterion

show that the evidence is their own.

The qualifications are designed to be assessed:

in the workplace or

in conditions resembling the workplace, as specified in the assessment requirements/strategy for the sector, or

as part of a training programme.

Assessment strategy

The assessment strategy for this qualification has been included in Annexe D. It has been developed by SkillsActive in partnership with employers, training providers, awarding organisations and the regulatory authorities. The assessment strategy includes details on:

criteria for defining realistic working environments

roles and occupational competence of assessors, expert witnesses, internal verifiers and standards verifiers

quality control of assessment

evidence requirements.

Evidence of competence may come from:

current practice where evidence is generated from a current job role

a programme of development where evidence comes from assessment opportunities built into a learning/training programme whether at or away from the workplace

the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification

a combination of these.

Page 9: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

5

It is important that the evidence is:

Valid relevant to the standards for which competence is claimed

Authentic produced by the learner

Current sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim

Reliable indicates that the learner can consistently perform at this level

Sufficient fully meets the requirements of the standards.

Types of evidence (to be read in conjunction with the assessment strategy in Annexe D)

To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the examples below. Centres should refer to the assessment strategy for information about which of the following are permissible.

direct observation of the learner’s performance by their assessor (O)

outcomes from oral or written questioning (Q&A)

products of the learner’s work (P)

personal statements and/or reflective accounts (RA)

outcomes from simulation, where permitted by the assessment strategy (S)

professional discussion (PD)

assignment, project/case studies (A)

authentic statements/witness testimony (WT)

expert witness testimony (EPW)

evidence of Recognition of Prior Learning (RPL).

The abbreviations may be used for cross-referencing purposes.

Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates.

Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website – www.edexcel.com. Alternatively, centres may develop their own.

Page 10: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

6

Centre recognition and approval

Centre recognition

Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application.

Existing centres will be given ‘automatic approval’ for a new qualification if they are already approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online.

Approvals agreement

All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval.

Quality assurance

Detailed information on Edexcel’s quality assurance processes is given in Annexe B.

What resources are required?

Each qualification is designed to support learners working in the personal training sector. Physical resources need to support the delivery of the qualifications and the assessment of the learning outcomes and must be of industry standard. Centres must meet any specific resource requirements outlined in Annexe D: Assessment strategy. Staff assessing the learner must meet the requirements within the overarching assessment strategy for the sector.

Page 11: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

7

Unit format

Each unit in this specification contains the following sections.

Unit title:

Unit reference number:

QCF level:

Credit value:

Guided learning hours:

Unit summary:

Assessment requirements/evidence requirements:

Assessment methodology:

Learning outcomes:

Assessment criteria:

Evidence type:

Portfolio reference:

Date:

The unit title is approved on the QCF and this form of words will appear on the learner’s Notification of Performance (NOP).

This is the unit owner’s reference number for the specified unit.

All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional.

All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit.

A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study.

This provides a summary of the purpose of the unit.

The assessment/evidence requirements are determined by the SSC. Learners must provide evidence for each of the requirements stated in this section.

Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit.

The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved.

Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system.

This provides a summary of the assessment methodology to be used for the unit.

The learner should use this box to indicate where the evidence can be obtained eg portfolio page number.

The learner should give the date when the evidence has been provided.

Page 12: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

8

Page 13: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

9

Units

Page 14: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

10

Page 15: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

11

Unit 1: Anatomy and physiology for exercise and health

Unit reference number: A/600/9051

QCF level: 3

Credit value: 6

Guided learning hours: 43

Unit summary

This unit covers the knowledge an instructor needs about anatomy and physiology relating to exercise programming for a range of clients.

Assessment requirements/evidence requirements

Refer to Level 3 Personal Training Assessment Strategy developed by SkillsActive, which can be downloaded from SkillsActive’s website.

Page 16: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

12

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d t

he

hea

rt a

nd

circ

ula

tory

sys

tem

and its

re

lation t

o e

xerc

ise

and

hea

lth

1.1

Exp

lain

the

funct

ion o

f th

e hea

rt v

alv

es

1.2

D

escr

ibe

coro

nar

y ci

rcula

tion

1.3

Exp

lain

the

effe

ct o

f dis

ease

pro

cess

es o

n t

he

stru

cture

and funct

ion o

f blo

od v

esse

ls

1.4

Exp

lain

the

short

and long t

erm

eff

ects

of ex

erci

se

on b

lood p

ress

ure

, in

cludin

g t

he

vals

alva

effec

t

1.5

Exp

lain

the

card

iova

scula

r ben

efits

and r

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of

endura

nce

/aer

obic

tra

inin

g

1.6

D

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ssific

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Id

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and loca

te t

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s fo

r th

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N

ame,

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xpla

in t

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funct

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musc

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2.6

Id

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with r

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to join

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s

Page 17: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

13

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.7

Exp

lain

the

join

t act

ions

bro

ught

about

by

spec

ific

m

usc

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roup c

ontr

act

ions

2.8

D

escr

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join

ts/j

oin

t st

ruct

ure

with r

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d t

o r

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of m

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men

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d inju

ry r

isk

2.9

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join

t m

ove

men

t pote

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and join

t act

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2.1

0

Des

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e th

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of

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and

asso

ciate

d m

usc

les

and lig

amen

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3

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d p

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l an

d

core

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and f

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of

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that

can

take

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s of

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ty

and p

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on m

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ms

that

can

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as a

re

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f post

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lain

the

impac

t of co

re s

tabili

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ise

and

the

pote

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for

inju

ry/a

ggra

vation o

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ms

3.6

Exp

lain

the

ben

efits,

ris

ks a

nd a

pplic

atio

ns

of th

e fo

llow

ing t

ypes

of

stre

tchin

g:

st

atic

(pas

sive

and a

ctiv

e)

dyn

amic

pro

prioce

ptive

Neu

rom

usc

ula

r Fa

cilit

atio

n

Page 18: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

14

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d t

he

ner

vous

syst

em a

nd its

rel

atio

n t

o

exer

cise

4.1

D

escr

ibe

the

spec

ific

role

s of:

the

centr

al ner

vous

syst

em (

CN

S)

the

Peripher

al N

ervo

us

Sys

tem

(PN

S)

incl

udin

g

som

atic

and a

uto

nom

ic s

yste

ms

4.2

D

escr

ibe

ner

vous

contr

ol an

d t

ransm

issi

on o

f a

ner

vous

impuls

e

4.3

D

escr

ibe

the

stru

cture

and f

unct

ion o

f a

neu

ron

4.4

Exp

lain

the

role

of a m

oto

r unit

4.5

Exp

lain

the

pro

cess

of m

oto

r unit r

ecru

itm

ent

and

the

signific

ance

of

a m

oto

r unit’s

siz

e an

d n

um

ber

of m

usc

le f

ibre

s

4.6

Exp

lain

the

funct

ion o

f m

usc

le p

roprioce

pto

rs a

nd

the

stre

tch r

efle

x

4.7

Exp

lain

rec

ipro

cal in

hib

itio

n a

nd its

rel

evan

ce t

o

exer

cise

4.8

Exp

lain

the

neu

rom

usc

ula

r ad

apta

tions

ass

oci

ated

w

ith e

xerc

ise/

trai

nin

g

4.9

Exp

lain

the

ben

efits

of im

pro

ved n

euro

musc

ula

r co

ord

inat

ion/e

ffic

iency

to e

xerc

ise

per

form

ance

Page 19: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

15

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Under

stan

d t

he

endocr

ine

syst

em a

nd its

rel

atio

n t

o

exer

cise

and h

ealth

5.1

D

escr

ibe

the

funct

ions

of th

e en

docr

ine

syst

em

5.2

Id

entify

the

maj

or

gla

nds

in t

he

endocr

ine

syst

em

5.3

Exp

lain

the

funct

ion o

f horm

ones

incl

udin

g:

gro

wth

horm

one

thyr

oid

horm

ones

cort

icost

eroid

s

cate

chola

min

es

insu

lin

glu

cagon

6

Under

stan

d e

ner

gy

syst

ems

and t

hei

r re

lation

to e

xerc

ise

6.1

Id

entify

the

contr

ibution o

f en

ergy

acc

ord

ing t

o:

dura

tion o

f ex

erci

se/a

ctiv

ity

bei

ng p

erfo

rmed

type

of ex

erci

se/a

ctiv

ity

bei

ng p

erfo

rmed

inte

nsi

ty o

f ex

erci

se/a

ctiv

ity

bei

ng p

erfo

rmed

6.2

Id

entify

the

by-

pro

duct

s of th

e th

ree

ener

gy

syst

ems

and t

hei

r si

gnific

ance

in m

usc

le f

atig

ue

6.3

D

escr

ibe

the

effe

ct o

f en

dura

nce

tra

inin

g/a

dva

nce

d

trai

nin

g m

ethods

on t

he

use

of

fuel

for

exer

cise

Page 20: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

16

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 21: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

17

Unit 2: Principles of exercise, fitness and health

Unit reference number: A/600/9017

QCF level: 2

Credit value: 4

Guided learning hours: 28

Unit summary

This unit covers knowledge an instructor needs to programme safe and effective exercise for a range of clients, the health benefits of physical activity and the importance of healthy eating.

Assessment requirements/evidence requirements

Refer to Level 2 Fitness Instructing or level 3 Personal Training Assessment Strategy developed by SkillsActive, which can be downloaded from SkillsActive’s website.

Page 22: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

18

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d t

he

effe

cts

of

exer

cise

on t

he

body

1.1

D

escr

ibe

card

iova

scula

r an

d r

espirat

ory

adap

tations

to e

ndura

nce

/aer

obic

tra

inin

g

1.2

Id

entify

the

short

- an

d long-t

erm

eff

ects

of ex

erci

se

on b

lood p

ress

ure

1.3

D

escr

ibe

the

‘blo

od p

oolin

g’ ef

fect

follo

win

g

exer

cise

1.4

D

escr

ibe

the

effe

cts

of ex

erci

se o

n b

ones

and join

ts

incl

udin

g t

he

signific

ance

of w

eight-

bea

ring

exer

cise

1.5

D

escr

ibe

del

ayed

onse

t of m

usc

le s

ore

nes

s (D

OM

S)

1.6

Id

entify

exe

rcis

es o

r te

chniq

ues

lik

ely

to c

ause

del

ayed

onse

t of

musc

le s

ore

nes

s

1.7

D

escr

ibe

the

short

- and long-t

erm

effec

ts o

f diffe

rent

types

of ex

erci

se o

n m

usc

le

1.8

D

escr

ibe

diffe

rent

exer

cise

s th

at c

an im

pro

ve

post

ure

2

Under

stan

d t

he

com

ponen

ts o

f fitn

ess

2.1

D

efin

e th

e co

mponen

ts o

f hea

lth-r

elat

ed f

itnes

s

2.2

D

efin

e th

e co

mponen

ts o

f sk

ill-r

elat

ed fitnes

s

2.3

Id

entify

the

fact

ors

that

aff

ect

hea

lth-

and s

kill-

rela

ted fitnes

s

Page 23: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

19

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to a

pply

th

e princi

ple

s an

d

vari

able

s of fitn

ess

to a

n

exer

cise

pro

gra

mm

e

3.1

D

escr

ibe

the

phys

iolo

gic

al im

plic

atio

ns

of:

spec

ific

ity

pro

gre

ssiv

e ove

rload

reve

rsib

ility

adap

tabili

ty

indiv

idual

ity

reco

very

tim

e

3.2

Exp

lain

the

princi

ple

s of FI

TT (

Freq

uen

cy,

Inte

nsi

ty,

Tim

e an

d T

ype)

3.3

Exp

lain

the

princi

ple

s of a p

rogre

ssiv

e tr

ainin

g

pro

gra

mm

e in

dev

elopin

g c

om

ponen

ts o

f fitn

ess

3.4

Exp

lain

how

to r

ecognis

e w

hen

and h

ow

to r

egre

ss

a tr

ainin

g p

rogra

mm

e

3.5

Exp

lain

the

princi

ple

s of ad

apta

tion,

modific

atio

n

and p

rogre

ssio

n f

or

each

com

ponen

t of FI

TT

(Fre

quen

cy,

Inte

nsi

ty,

Tim

e an

d T

ype)

3.6

D

escr

ibe

the

effe

ct o

f sp

eed o

n p

ost

ure

, alig

nm

ent

and inte

nsi

ty

3.7

D

escr

ibe

the

effe

ct o

f le

vers

, gra

vity

and r

esis

tance

on e

xerc

ise

3.8

D

escr

ibe

the

diffe

rence

s bet

wee

n p

rogra

mm

ing

exer

cise

for

phys

ical

fitnes

s an

d f

or

hea

lth b

enef

its

Page 24: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

20

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d t

he

exer

cise

co

ntr

aindic

atio

ns

and k

ey

safe

ty g

uid

elin

es for

spec

ial popula

tions

4.1

D

escr

ibe

the

exer

cise

contr

aindic

atio

ns

and k

ey

safe

ty g

uid

elin

es for

work

ing w

ith o

lder

peo

ple

(50

plu

s)

4.2

D

escr

ibe

the

exer

cise

contr

aindic

atio

ns

and k

ey

safe

ty g

uid

elin

es for

work

ing w

ith a

nte

nata

l an

d

post

nata

l cl

ients

4.3

D

escr

ibe

the

exer

cise

contr

aindic

atio

ns

and k

ey

safe

ty g

uid

elin

es for

work

ing w

ith y

oung p

eople

(1

4-1

6)

4.4

D

escr

ibe

the

key

safe

ty c

onsi

der

atio

ns

for

work

ing

with d

isab

led p

eople

5

Under

stan

d h

ow

to s

afel

y m

onitor

exer

cise

inte

nsi

ty

5.1

D

escr

ibe

the

ben

efits

and lim

itations

of diffe

rent

met

hods

of m

onitoring e

xerc

ise

inte

nsi

ty incl

udin

g:

the

talk

tes

t

Rat

e of Pe

rcei

ved E

xert

ion (

RPE

)

hea

rt r

ate

monitoring a

nd t

he

use

of

diffe

rent

hea

rt r

ate

zones

Page 25: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

21

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Under

stan

d t

he

hea

lth

ben

efits

of phys

ical

ac

tivi

ty

6.1

D

escr

ibe

the

hea

lth b

enef

its

of phys

ical

act

ivity

6.2

D

escr

ibe

the

effe

ct o

f phys

ical

act

ivity

on t

he

cause

s of

cert

ain d

isea

ses

incl

udin

g:

coro

nary

hea

rt d

isea

se

som

e ca

nce

rs

type

2 d

iabet

es

hyp

erte

nsi

on

obes

ity

ost

eoporo

sis

7

Under

stan

d t

he

import

ance

of hea

lthy

eating

7.1

D

escr

ibe

the

nat

ional fo

od m

odel

/guid

e

7.2

D

escr

ibe

key

hea

lthy

eating a

dvi

ce t

hat

under

pin

s a

hea

lthy

die

t

7.3

Exp

lain

the

import

ance

of adeq

uat

e hyd

ration

7.4

Exp

lain

pro

fess

ional

role

boundar

ies

in r

elat

ion t

o

off

erin

g n

utr

itio

nal

advi

ce

7.5

Exp

lain

the

die

tary

role

of

the

key

nutr

ients

7.6

Id

entify

the

com

mon d

ieta

ry s

ourc

es o

f th

e ke

y nutr

ients

7.7

D

escr

ibe

the

ener

gy

bal

ance

equat

ion

7.8

Exp

lain

the

hea

lth r

isks

of poor

nutr

itio

n

Page 26: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

22

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 27: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

23

Unit 3: Promote health, safety and welfare in active leisure and recreation

Unit reference number: D/601/4484

QCF level: 2

Credit value: 4

Guided learning hours: 30

Unit summary

This unit covers the knowledge and competence that the learner needs to promote health, safety and welfare in active leisure and recreation.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents, which can be downloaded from SkillsActive’s website:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1, 2, 4, 6 and 8

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcomes 3, 5, 7 and 9

These must be assessed using workplace evidence generated when the learner is promoting health, safety and welfare in active leisure and recreation.

Page 28: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

24

Learning Outcome 3

When helping to control risks in the sport and activity environment, the learner must cover four of the following types:

(a) hazards

1 unsafe facilities or environment

2 unsafe equipment

3 unsafe working practices

4 unsafe behaviour

5 use of hazardous substances

6 security breaches

7 situations likely to cause emotional distress

with three of the following types:

(b) methods of control

1 dealing with the hazard personally

2 reporting the hazard to the relevant colleague

3 protecting others from harm.

Learning Outcome 5

When helping to safeguard and protect children and vulnerable adults, the learner must cover two of the following types:

(a) abuse (including bullying)

1 physical

2 emotional

3 neglect

4 sexual.

Learning Outcome 7

When dealing with injuries and signs of illness, the learner must cover two of the following types:

(a) casualty

1 adult

2 child

3 person with particular needs

Page 29: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

25

with two of the following types:

(b) qualified assistance

1 qualified first aider

2 emergency services

with two of the following types:

(c) condition

1 minor injury that can be dealt with on-site

2 minor illness that can be dealt with on-site

3 major injury requiring medical attention

4 major illness requiring medical attention

5 emotional distress.

Learning Outcome 9

When following emergency procedures, the learner must cover two of the following types:

(a) people involved

1 adults

2 children

3 people with disabilities.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 30: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

26

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Know

how

to p

rom

ote

hea

lth,

safe

ty a

nd w

elfa

re

in a

ctiv

e le

isure

and

recr

eation

1.1

Li

st t

he

valu

es o

r co

des

of

pra

ctic

e re

leva

nt

to t

he

work

bei

ng c

arried

out

1.2

D

escr

ibe

the

requirem

ents

for

hea

lth,

safe

ty a

nd

wel

fare

rel

evan

t to

ow

n w

ork

, in

cludin

g H

ealth a

nd

Saf

ety

at

Work

Act

and r

equirem

ents

fro

m r

elev

ant

Nat

ional

Gove

rnin

g B

odie

s

1.3

Id

entify

man

ufa

cture

rs’ guid

elin

es a

nd inst

ruct

ions

for

the

use

of

faci

litie

s an

d e

quip

men

t

1.4

D

escr

ibe

why

hea

lth,

safe

ty a

nd w

elfa

re a

re

import

ant

in a

n a

ctiv

e le

isure

and r

ecre

atio

n

envi

ronm

ent

1.5

Id

entify

the

per

sons

resp

onsi

ble

for

hea

lth a

nd

safe

ty in o

wn w

ork

pla

ce

1.6

O

utlin

e ow

n o

rgan

isation’s

sec

urity

pro

cedure

s

Page 31: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

27

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Know

how

to c

ontr

ol ri

sks

in a

ctiv

e le

isure

and

recr

eation

2.1

D

escr

ibe

the

types

of haz

ard

s th

at a

re lik

ely

to

occ

ur

in o

wn a

rea o

f w

ork

and t

he

acc

iden

ts a

nd

inju

ries

each

could

cause

2.2

O

utlin

e how

to iden

tify

haz

ards

2.3

Li

st h

ealth,

safe

ty a

nd s

ecuri

ty c

hec

ks t

o b

e fo

llow

ed

2.4

D

escr

ibe

how

to c

arr

y out

basi

c ri

sk a

sses

smen

ts o

f th

e ty

pes

of haza

rds

that

may

occ

ur

2.5

D

escr

ibe

why

it is

import

ant

to g

et a

dvi

ce f

rom

a

rele

vant

colle

ague

if u

nsu

re a

bout

haz

ards

and

risk

s in

ow

n w

ork

pla

ce

2.6

Id

entify

who t

o a

sk if unsu

re a

bout

haza

rds

and

risk

s in

ow

n w

ork

pla

ce

2.7

D

escr

ibe

how

to d

eal co

rrec

tly

with t

he

types

of

haz

ards

that

may

occ

ur

in o

wn w

ork

pla

ce,

taki

ng

acco

unt

of

risk

s

2.8

Id

entify

docu

men

ts r

elat

ing t

o h

ealth a

nd s

afe

ty

whic

h m

ay h

ave

to b

e co

mple

ted

2.9

O

utlin

e how

to c

om

ple

te h

ealth a

nd s

afe

ty

docu

men

ts c

orr

ectly

2.1

0

Outlin

e w

hy

colle

agues

and c

ust

om

ers

should

be

enco

ura

ged

to b

ehave

in a

saf

e m

anner

Page 32: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

28

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.1

1

Des

crib

e how

to e

nco

ura

ge

colle

agues

and

cust

om

ers

to b

ehave

in a

saf

e m

anner

2.1

2

Outlin

e w

hy

it is

import

ant

to m

ake

sugges

tions

about

hea

lth a

nd s

afe

ty iss

ues

2.1

3

Des

crib

e how

to m

ake

sugges

tions

about

hea

lth

and s

afe

ty iss

ues

2.1

4

Outlin

e w

hy

it is

import

ant

to iden

tify

and r

eport

an

y diffe

rence

s bet

wee

n h

ealth a

nd s

afet

y re

quirem

ents

and o

wn w

ork

pla

ce p

olic

ies

and

pro

cedure

s

2.1

5

Des

crib

e how

to iden

tify

and r

eport

any

diffe

rence

s bet

wee

n h

ealth a

nd s

afet

y re

quirem

ents

and o

wn

work

pla

ce p

olic

ies

and p

roce

dure

3

Be

able

to h

elp t

o c

ontr

ol

risk

s in

the

active

lei

sure

an

d r

ecre

ation

envi

ronm

ent

3.1

Ensu

re t

hat

rel

evan

t an

d u

p-t

o-d

ate,

hea

lth a

nd

safe

ty info

rmat

ion is

avai

lable

3.2

Fo

llow

the

rele

vant

hea

lth a

nd s

afet

y re

quirem

ents

at

all

tim

es

3.3

Car

ry o

ut

hea

lth a

nd s

afe

ty c

hec

ks a

s re

quired

3.4

Id

entify

haza

rds

3.5

Ass

ess

and c

ontr

ol ri

sks

usi

ng o

rgan

isat

ional

pro

cedure

s

3.6

G

et a

dvi

ce fro

m r

elev

ant

colle

agues

when

unsu

re

about

haza

rds

and r

isks

3.7

Pas

s on s

ugges

tions

for

impro

ving h

ealth a

nd

safe

ty t

o t

he

rele

vant

colle

ague

Page 33: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

29

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Know

how

to h

elp t

o

safe

guar

d a

nd p

rote

ct

child

ren a

nd v

uln

erab

le

adults

4.1

D

escr

ibe

what

is

mea

nt

by

safe

guar

din

g a

nd

pro

tect

ing t

he

wel

fare

of ch

ildre

n a

nd v

uln

erab

le

adults

4.2

D

escr

ibe

ow

n r

ole

and r

esponsi

bili

ties

for

safe

guar

din

g a

nd p

rote

ctin

g c

hild

ren a

nd o

ther

vu

lner

able

peo

ple

4.3

Li

st t

he

four

of

types

of

abuse

4.4

O

utlin

e th

e bas

ic indic

ator

s and im

pac

t of ea

ch o

f th

e fo

ur

types

of ab

use

4.5

D

escr

ibe

the

risk

s th

at indiv

idual

abuse

rs o

r pote

ntial

abuse

rs p

ose

to c

hild

ren a

nd v

uln

erab

le

peo

ple

4.6

D

escr

ibe

org

anis

ational

polic

ies

and p

roce

dure

s in

re

lation t

o s

afeg

uar

din

g a

nd p

rote

ctin

g,

incl

udin

g

the

report

ing p

roce

dure

s

4.7

O

utlin

e w

hat

to d

o if

conce

rned

about

poss

ible

ab

use

4.8

D

escr

ibe

how

to r

espond t

o a

child

or

som

eone

else

dis

closi

ng a

buse

or

conce

rns

about

abuse

4.9

O

utlin

e w

hat

to d

o if

ther

e are

bar

rier

s to

rep

ort

ing

ow

n c

once

rns

4.1

0

Iden

tify

sta

tuto

ry a

gen

cies

with r

esponsi

bili

ties

for

safe

guar

din

g a

nd p

rote

ctin

g

4.1

1

Outlin

e w

hen

to c

onta

ct s

tatu

tory

agen

cies

with

resp

onsi

bili

ties

for

safe

guard

ing a

nd p

rote

ctin

g

Page 34: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

30

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.1

2

Outlin

e how

to c

onta

ct s

tatu

tory

agen

cies

with

resp

onsi

bili

ties

for

safe

guard

ing a

nd p

rote

ctin

g

4.1

3

Des

crib

e w

hy

it is

import

ant

to s

har

e co

nce

rns

about

poss

ible

abuse

with o

ther

s

4.1

4

Des

crib

e th

e lim

its

of ow

n c

om

pet

ence

with r

egard

to

saf

eguard

ing a

nd p

rote

ctin

g

4.1

5

Outlin

e w

hy

it is

import

ant

to t

reat

info

rmat

ion

about

poss

ible

abuse

confiden

tially

5

Be

able

to h

elp t

o

safe

guar

d a

nd p

rote

ct

child

ren a

nd v

uln

erab

le

adults

5.1

Ensu

re t

hat

up-t

o-d

ate

info

rmation o

n g

uid

elin

es

for

safe

guar

din

g a

nd p

rote

ctin

g c

hild

ren a

nd

vuln

erable

adults

is a

vaila

ble

5.2

Id

entify

what

the

polic

ies

and p

roce

dure

s m

ean f

or

ow

n job a

nd a

rea o

f w

ork

5.3

Fo

llow

the

rele

vant

pro

cedure

s fo

r:

Saf

eguard

ing a

nd p

rote

ctin

g c

hild

ren a

nd

vuln

erable

adults

at

all tim

es

Prote

ctin

g s

elf

from

pote

ntial acc

usa

tions

5.4

Be

ale

rt t

o p

oss

ible

sig

ns

of abuse

5.5

Id

entify

, re

cord

and r

eport

any

conce

rns

about

the

wel

fare

of

child

ren a

nd v

uln

erab

le a

dults,

while

m

ainta

inin

g c

onfiden

tial

ity

Page 35: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

31

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Know

how

to d

eal w

ith

inju

ries

and s

igns

of

illnes

s

6.1

Li

st t

he

types

of

acci

den

ts,

inju

ries

and illn

esse

s th

at m

ay

occ

ur

in o

wn a

rea o

f w

ork

6.2

O

utlin

e how

to r

espond c

orr

ectly

to e

motional

dis

tres

s

6.3

O

utlin

e how

to d

eal w

ith a

ccid

ents

, in

juri

es a

nd

illnes

ses

bef

ore

qual

ifie

d a

ssis

tance

arr

ives

6.4

D

escr

ibe

how

to d

ecid

e w

het

her

to c

onta

ct t

he

on-

site

first

aid

er o

r im

med

iate

ly c

all th

e em

ergen

cy

serv

ices

6.5

Id

entify

who is

the

on-s

ite

firs

t ai

der

and h

ow

to

conta

ct t

hem

6.6

D

escr

ibe

the

pro

cedure

s to

conta

ct t

he

emer

gen

cy

serv

ices

6.7

O

utlin

e w

hy

it is

import

ant

to p

rote

ct t

he

casu

alty

and o

ther

s in

volv

ed f

rom

furt

her

har

m

6.8

O

utlin

e th

e pro

cedure

s to

pro

tect

the

casu

alty

and

oth

ers

6.9

O

utlin

e w

hy

it is

import

ant

to p

rovi

de

com

fort

and

reas

sura

nce

6.1

0

Des

crib

e how

to p

rovi

de

com

fort

and r

eass

ura

nce

6.1

1

Outlin

e ow

n r

esponsi

bili

ties

for

report

ing a

ccid

ents

6.1

2

Outlin

e th

e pro

cedure

s fo

r re

port

ing a

ccid

ents

Page 36: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

32

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

7

Be

able

to d

eal w

ith

inju

ries

and s

igns

of

illnes

s

7.1

Rem

ain c

alm

and follo

w o

rgan

isat

ional

pro

cedure

s

7.2

Pr

ote

ct t

he

casu

alty

and o

ther

peo

ple

fro

m furt

her

risk

7.3

Cal

l fo

r qual

ifie

d a

ssis

tance

appro

priate

to t

he

casu

alty’

s co

nditio

n

7.4

Pr

ovi

de

reass

ura

nce

and c

om

fort

to t

he

peo

ple

in

volv

ed

7.5

G

ive

the

qual

ifie

d a

ssis

tance

cle

ar a

nd a

ccura

te

info

rmat

ion a

bout

what

hap

pen

ed

7.6

Fo

llow

the

rele

vant

acc

iden

t re

port

ing p

roce

dure

s

8

Know

how

to follo

w

emer

gen

cy p

roce

dure

s 8.1

D

escr

ibe

the

emer

gen

cy p

roce

dure

s in

ow

n p

lace

of

work

8.2

O

utlin

e w

hat

inst

ruct

ions

must

be

giv

en t

o t

he

peo

ple

invo

lved

8.3

O

utlin

e org

anis

atio

nal

rep

ort

ing p

roce

dure

s fo

r em

ergen

cies

8.4

D

escr

ibe

the

types

of pro

ble

ms

that

may

occ

ur

when

carr

ying o

ut

emer

gen

cy p

roce

dure

s

8.5

D

escr

ibe

why

pro

ble

ms

that

occ

ur

when

car

ryin

g

out

emer

gen

cy p

roce

dure

s sh

ould

be

report

ed

8.6

Id

entify

who t

o r

eport

pro

ble

ms

to

Page 37: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

33

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

9

Be

able

to f

ollo

w

emer

gen

cy p

roce

dure

s 9.1

G

ive

the

peo

ple

invo

lved

cle

ar a

nd c

orr

ect

inst

ruct

ions

9.2

Car

ry o

ut

ow

n r

ole

in t

he

emer

gen

cy p

roce

dure

s ca

lmly

and c

orr

ectly

9.3

M

ainta

in t

he

safe

ty o

f th

e peo

ple

invo

lved

9.4

Fo

llow

the

corr

ect

pro

cedure

s fo

r re

port

ing t

he

emer

gen

cy

9.5

Rep

ort

any

pro

ble

ms

with t

he

emer

gen

cy

pro

cedure

s to

the

rele

vant

colle

ague

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 38: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

34

Page 39: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

35

Unit 4: Motivate clients to maintain long term adherence to exercise and physical activity

Unit reference number: K/601/7758

QCF level: 3

Credit value: 4

Guided learning hours: 15

Unit summary

This unit covers the knowledge and competence that the learner needs to motivate clients to maintain long-term adherence to exercise and physical activity.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents, which can be downloaded from SkillsActive’s website:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1, 3, and 5

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcomes 2, 4 and 6

These must be assessed using workplace evidence generated when the learner is motivating clients to maintain long-term adherence to exercise and physical activity.

Page 40: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

36

Learning Outcome 2

When establishing and maintaining an effective relationship with clients the learner must cover four of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs.

Learning Outcome 4

When working with clients to develop and maintain adherence strategies the learner must cover four of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs.

Learning Outcome 6

When providing ongoing customer service to clients the learner must cover four of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

37

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to

esta

blis

h a

nd m

ainta

in a

n

effe

ctiv

e re

lationsh

ip w

ith

clie

nts

1.1

Exp

lain

how

to p

rese

nt

a p

osi

tive

im

age

of se

lf a

nd

org

anis

atio

n

1.2

Exp

lain

why

the

rela

tionsh

ip b

etw

een t

he

inst

ruct

or

and c

lient

is im

port

ant

1.3

D

escr

ibe

the

type

of

inst

ruct

or/

clie

nt

rela

tionsh

ip

whic

h w

ill a

ssis

t cl

ient

pro

gre

ss a

nd a

dher

ence

to

phys

ical

act

ivity

1.4

D

escr

ibe

the

types

of per

sonal qual

itie

s th

at

inst

ruct

ors

nee

d t

o d

evel

op in o

rder

to h

elp a

nd

support

clie

nts

1.5

Exp

lain

why

clie

nts

nee

d t

o u

nder

stan

d t

he

inst

ruct

ors

role

and r

esponsi

bili

ties

and t

he

role

s an

d r

esponsi

bili

ties

of oth

er p

rofe

ssio

nal

s w

ho m

ay

be

invo

lved

1.6

Exp

lain

the

exte

nt

and lim

itat

ions

of

ow

n r

ole

and

resp

onsi

bili

ty w

hen

work

ing w

ith c

lients

1.7

D

escr

ibe

how

to s

elec

t an

d u

se a

ran

ge

of

com

munic

atio

n s

trate

gie

s to

com

munic

ate

with

diffe

rent

clie

nts

1.8

Exp

lain

how

to a

dap

t th

e re

lationsh

ip w

ith t

he

clie

nt

to t

ake

acco

unt

of

chan

gin

g n

eeds

and

circ

um

stan

ces

1.9

Exp

lain

what

is

mea

nt

by

a ‘p

rofe

ssio

nal

re

lationsh

ip’ bet

wee

n inst

ruct

or

and c

lient

Page 42: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

38

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.1

0

Exp

lain

what

is

mea

nt

by

‘val

uin

g d

iver

sity

’ in

a

pra

ctic

al co

nte

xt w

hen

work

ing w

ith c

lients

1.1

1

Des

crib

e th

e ty

pes

of pre

judic

e an

d d

iscr

imin

atio

n

that

indiv

idual

clie

nts

mig

ht

exper

ience

and h

ow

to

ove

rcom

e th

ese

1.1

2

Exp

lain

what

is

mea

nt

by

‘confiden

tial

ity’

and w

hy

it

is im

port

ant

when

work

ing w

ith c

lients

, oth

er s

taff

and p

rofe

ssio

nals

1.1

3

Outlin

e th

e ty

pes

of in

form

ation t

hat

may

be

subje

ct t

o d

ata

pro

tect

ion/c

onfiden

tial

ity

1.1

4

Exp

lain

how

to m

ainta

in c

lient

confiden

tial

ity

in lin

e w

ith g

ood p

ract

ice

1.1

5

Exp

lain

how

abid

ing b

y th

e Exe

rcis

e an

d F

itnes

s Code

of Eth

ical

Pra

ctic

e act

s to

ensu

re t

hat

equalit

y an

d d

iver

sity

are

ref

lect

ed d

uring t

he

exer

cise

se

ssio

n

1.1

6

Iden

tify

the

diffe

rence

bet

wee

n a

dvi

sing o

n

exer

cise

par

tici

pat

ion a

nd e

very

day

lifes

tyle

phys

ical

act

ivity

1.1

7

Exp

lain

how

to m

anage

conflic

t an

d d

isag

reem

ents

w

ith c

olle

agues

1.1

8

Outlin

e pro

cedure

s to

follo

w in t

he

even

t of

clie

nt

com

pla

ints

Page 43: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

39

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to e

stab

lish a

nd

mai

nta

in a

n e

ffec

tive

re

lationsh

ip w

ith c

lients

2.1

Pre

sent

a posi

tive

im

age

of

self a

nd o

rgan

isat

ion t

o

clie

nts

2.2

D

evel

op a

n e

ffec

tive

work

ing r

elat

ionsh

ip w

ith

clie

nts

2.3

Cle

arly

def

ine

ow

n r

ole

and r

esponsi

bili

ties

to

clie

nts

and t

he

role

s an

d r

esponsi

bili

ties

of oth

er

pro

fess

ional

s w

ho m

ay b

e in

volv

ed

2.4

Com

munic

ate

clea

rly

with c

lients

in a

way

that

m

akes

them

fee

l va

lued

2.5

U

se inst

ruct

ing s

tyle

s th

at

matc

h c

lients

’ nee

ds

2.6

Adap

t th

e re

lationsh

ip w

ith c

lients

to m

eet

thei

r ch

angin

g n

eeds

2.7

Ensu

re t

he

rela

tionsh

ip w

ith c

lients

follo

ws

good

pra

ctic

e an

d e

thic

al r

equirem

ents

2.8

Show

that

div

ersi

ty a

nd e

qual opport

unitie

s ar

e va

lued

for

all cl

ients

2.9

M

ainta

in c

onfiden

tial

ity

requir

emen

ts

2.1

0

Han

dle

any

dis

agre

emen

ts a

nd c

om

pla

ints

pro

mptly,

posi

tive

ly a

nd a

ccord

ing t

o o

rganis

atio

nal

pro

cedure

s

Page 44: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

40

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to w

ork

w

ith c

lients

to d

evel

op a

nd

mai

nta

in a

dher

ence

st

rate

gie

s

3.1

Exp

lain

why

it is

import

ant

to d

evel

op a

rel

atio

nsh

ip

with t

he

clie

nt

base

d o

n m

utu

al tr

ust

and o

pen

nes

s

3.2

Exp

lain

why

it is

import

ant

for

the

clie

nt

to t

ake

re

sponsi

bili

ty f

or

thei

r ow

n f

itnes

s an

d b

ehav

iour

chan

ge

3.3

Anal

yse

beh

avio

ura

l psy

cholo

gy

and d

iffe

rent

appro

ach

es t

o b

ehavi

our

chan

ge

3.4

Ass

ess

diffe

rent

stra

tegie

s to

enab

le c

lients

to

chan

ge

thei

r beh

avio

ur

and a

chie

ve t

hei

r goal

s

3.5

D

escr

ibe

the

typic

al g

oal

s an

d e

xpec

tations

that

clie

nts

hav

e

3.6

D

escr

ibe

the

types

of bar

rier

s in

div

idual

clie

nts

may

face

when

under

taki

ng p

hys

ical

act

ivity

and

ach

ievi

ng t

hei

r goals

3.7

Exp

lain

how

clie

nts

can

be

hel

ped

to o

verc

om

e th

ese

bar

rier

s

3.8

D

escr

ibe

the

types

of in

centive

s an

d r

eward

s th

at

may

be

appro

priat

e to

a r

ange

of diffe

rent

clie

nts

3.9

Exp

lain

the

poss

ible

rea

sons

for

the

types

of

exer

cise

pre

fere

nce

s th

at d

iffe

rent

clie

nts

may

hav

e

3.1

0

Exp

lain

how

to a

ssis

t cl

ients

to d

evel

op t

hei

r ow

n

adher

ence

str

ateg

ies

3.1

1

Exp

lain

how

to m

onitor

and a

dapt

a cl

ient’s

adher

ence

str

ateg

y

Page 45: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

41

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.1

2

Des

crib

e th

e co

mm

unic

atio

n s

kills

nee

ded

to a

ssis

t cl

ients

with m

otiva

tion incl

udin

g:

how

to a

sk o

pen

-ended

ques

tions

active

lis

tenin

g s

kills

met

hods

of gat

her

ing p

erso

nal

info

rmation

appro

priat

e ques

tionin

g t

echniq

ues

inte

rpre

ting c

lient

resp

onse

s in

cludin

g b

ody

languag

e an

d o

ther

form

s of

beh

avio

ur

espec

ially

when

under

taki

ng p

hys

ical

act

ivity

mea

ns

of su

mm

aris

ing g

ather

ed info

rmat

ion

4

Be

able

to w

ork

with

clie

nts

to d

evel

op a

nd

mai

nta

in a

dher

ence

st

rate

gie

s

4.1

W

ork

with c

lients

to e

nco

ura

ge

mutu

al t

rust

, open

nes

s an

d a

will

ingnes

s to

tak

e re

sponsi

bili

ty f

or

thei

r ow

n f

itnes

s an

d b

ehav

iour

chan

ge

4.2

Id

entify

the

clie

nts

’ goal

s fo

r ta

king p

art

in r

egula

r phys

ical

act

ivity

and r

eadin

ess

to c

han

ge

beh

avio

ur

4.3

Anal

yse

the

clie

nts

’ lif

esty

le a

nd iden

tify

opport

unitie

s fo

r ex

erci

se a

nd p

hys

ical

act

ivity

and

pote

ntial

bar

rier

s

4.4

Id

entify

the

clie

nts

’ pre

fere

nce

s fo

r ex

erci

se

4.5

Id

entify

appro

priat

e in

centive

s an

d r

eward

s fo

r th

e cl

ients

tak

ing p

art

in p

hys

ical

act

ivity

4.6

W

ork

with t

he

clie

nts

to d

evel

op a

long t

erm

st

rate

gy

to a

dher

e to

exe

rcis

e and p

hys

ical ac

tivi

ty,

build

ing o

n o

pport

unitie

s, p

refe

rence

s an

d

ince

ntive

s, a

nd m

inim

isin

g b

arr

iers

Page 46: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

42

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.7

M

onitor

the

clie

nts

’ adher

ence

to e

xerc

ise

and

phys

ical

act

ivity

4.8

Pr

ovi

de

support

to t

he

clie

nts

’ adher

ence

str

ateg

y to

ach

ieve

long-t

erm

beh

avio

ur

chan

ge

in lin

e w

ith

thei

r goal

s

4.9

W

ork

with t

he

clie

nts

to a

dapt

and r

efin

e th

eir

adher

ence

str

ateg

y

5

Under

stan

d h

ow

to

pro

vide

ongoin

g c

ust

om

er

serv

ice

to c

lients

5.1

Exp

lain

the

import

ance

of

clie

nt

care

both

to t

he

clie

nt

and t

he

org

anis

atio

n

5.2

Exp

lain

why

it is

import

ant

to d

eal ef

fect

ivel

y w

ith

clie

nt/

indiv

idual

nee

ds

5.3

O

utlin

e th

e ty

pes

of in

form

ation w

hic

h c

lients

usu

ally

nee

d

5.4

O

utlin

e how

to r

espond t

o r

eques

ts a

ccord

ing t

o t

he

org

anis

atio

ns

pro

cedure

s

5.5

Id

entify

wher

e to

sourc

e re

leva

nt

info

rmat

ion t

o

mee

t cl

ient

nee

ds

5.6

Exp

lain

what

typ

es o

f is

sues

may

nee

d t

o b

e re

ferr

ed t

o a

noth

er p

rofe

ssio

nal

, w

hen

to r

efer

th

em a

nd w

ho t

his

pro

fess

ional

may

be

in d

iffe

rent

situ

atio

ns

5.7

Exp

lain

the

import

ance

of

dea

ling w

ith a

ny

del

ay

with c

lients

and d

escr

ibe

how

to d

o s

o e

ffec

tive

ly

Page 47: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

43

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to p

rovi

de

ongoin

g

cust

om

er s

ervi

ce t

o c

lients

6.1

Engag

e w

ith c

lients

during e

xerc

ise

6.2

Res

pond p

osi

tive

ly t

o c

lients

6.3

G

ather

as

much

info

rmat

ion a

s poss

ible

about

clie

nts

’ nee

ds

and e

xpec

tations

6.4

Li

sten

to a

nd a

sk t

he

clie

nts

’ ques

tions

to c

hec

k ow

n u

nder

stan

din

g

6.5

D

iscu

ss w

ith t

he

clie

nts

diffe

rent

way

s of

mee

ting

thei

r nee

ds

and e

xpec

tations

6.6

Alw

ays

try

to m

eet

clie

nts

’ nee

ds

and e

xpec

tations

to t

he

bes

t of ow

n a

bili

ty a

nd in lin

e w

ith a

ccep

ted

good p

ract

ice

6.7

If

clie

nts

’ nee

ds

and e

xpec

tations

are

bey

ond o

wn

leve

l of

com

pet

ence

, co

nsu

lt a

noth

er p

rofe

ssio

nal

6.8

Pr

ovi

de

the

clie

nts

with c

lear

info

rmation a

nd

advi

ce w

hen

they

nee

d it

6.9

Fi

nd o

ut

how

wel

l id

entified

solu

tions

work

and

pro

vide

alte

rnat

ive

guid

ance

if

nec

essa

ry

6.1

0

Han

dle

clie

nt

com

pla

ints

posi

tive

ly a

nd f

ollo

win

g

agre

ed p

roce

dure

s

Page 48: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

44

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 49: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

45

Unit 5: Reflect on and develop own practice in providing exercise and physical activity

Unit reference number: F/601/7362

QCF level: 2

Credit value: 4

Guided learning hours: 23

Unit summary

This unit covers the knowledge and competence that the learner needs to reflect on and develop own practice in providing exercise and physical activity.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents, which can be downloaded from SkillsActive’s website:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1, 2, and 4

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcomes 3 and 5

These must be assessed using workplace evidence generated when the learner is reflecting on and developing own practice in providing exercise and physical activity.

Page 50: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

46

Learning Outcome 3

When reflecting on own professional practice the learner must cover one of the following types:

(a) clients

1 individuals

2 groups.

Learning Outcome 5

When improving own professional practice and career opportunities the learner must cover six of the following types:

(a) aspects of professional practice

1 planning exercise

2 instructing exercise

3 observing and supporting clients

4 use of resources

5 communicating with clients

6 motivating clients.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 51: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

47

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to r

efle

ct

on a

nd d

evel

op o

wn

pra

ctic

e in

pro

vidin

g

exer

cise

and p

hys

ical

activi

ty

1.1

Li

st t

he

valu

es o

r co

des

of

pra

ctic

e re

leva

nt

to t

he

work

bei

ng c

arried

out

and d

escr

ibe

thei

r im

port

ance

1.2

D

escr

ibe

the

role

of

the

fitn

ess

pro

fess

ional

in t

he

indust

ry

1.3

O

utlin

e th

e im

port

ance

of

reflec

tion a

nd c

ontinuin

g

pro

fess

ional

dev

elopm

ent

in h

elpin

g c

lients

to

dev

elop f

itnes

s an

d m

otiva

tion

1.4

O

utlin

e th

e st

ruct

ure

of th

e in

dust

ry

1.5

Id

entify

indust

ry o

rgan

isat

ions

and d

escr

ibe

thei

r re

leva

nce

to t

he

fitn

ess

pro

fess

ional

1.6

O

utlin

e ap

pro

priat

e re

gis

trat

ion s

yste

ms

and

continuin

g p

rofe

ssio

nal

dev

elopm

ent

requirem

ents

1.7

D

escr

ibe

emplo

ymen

t opport

unitie

s in

diffe

rent

sect

ors

of

the

indust

ry

Page 52: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

48

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to r

efle

ct

on o

wn p

rofe

ssio

nal

pra

ctic

e

2.1

D

escr

ibe

asp

ects

of

pro

fess

ional

pra

ctic

e th

at

should

be

reflec

ted o

n

2.2

O

utlin

e th

e in

form

atio

n t

hat

should

be

use

d t

o

reflec

t on o

wn p

rofe

ssio

nal pra

ctic

e

2.3

D

escr

ibe

diffe

rent

met

hods

of co

llect

ing info

rmat

ion

and h

ow

to inte

rpre

t it

2.4

D

escr

ibe

how

to r

efle

ct o

n o

wn p

rofe

ssio

nal

pra

ctic

e

2.5

Id

entify

key

les

sons

and h

ow

to m

ake

use

of th

ese

in futu

re p

rofe

ssio

nal

pra

ctic

e

2.6

O

utlin

e th

e im

port

ance

of

dis

cuss

ing idea

s w

ith

anoth

er p

rofe

ssio

nal

Page 53: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

49

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to r

efle

ct o

n o

wn

pro

fess

ional

pra

ctic

e 3.1

Rev

iew

the

outc

om

es o

f w

ork

ing w

ith c

lients

, th

eir

feed

back

and fee

dback

fro

m o

ther

sta

ff

3.2

Id

entify

:

how

eff

ective

phys

ical ac

tivi

ties

wer

e

how

eff

ective

and m

otiva

tional

the

rela

tionsh

ip

with t

he

clie

nt

was

how

wel

l th

e pro

fess

ional

codes

of et

hic

s w

ere

imple

men

ted w

hen

work

ing w

ith c

lients

how

wel

l th

e in

stru

ctin

g s

tyle

adopte

d m

atc

hed

cl

ients

’ nee

ds

how

wel

l th

e cl

ients

’ ex

erci

se,

incl

udin

g t

hei

r hea

lth,

safe

ty a

nd w

elfa

re w

ere

man

aged

the

effe

ctiv

enes

s of in

tera

ctin

g a

nd w

ork

ing w

ith

oth

er m

ember

s of st

aff

3.3

Id

entify

way

s in

whic

h futu

re p

ract

ice

can b

e im

pro

ved

3.4

D

iscu

ss idea

s w

ith a

noth

er p

rofe

ssio

nal and t

ake

ac

count

of

thei

r vi

ews

Page 54: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

50

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to

impro

ve o

wn p

rofe

ssio

nal

pra

ctic

e an

d c

are

er

opport

unitie

s

4.1

Id

entify

how

oft

en p

rofe

ssio

nal

pra

ctic

e sh

ould

be

revi

ewed

4.2

O

utlin

e how

to a

cces

s in

form

atio

n o

n d

evel

opm

ents

in

exe

rcis

e an

d p

hys

ical

act

ivity

4.3

Id

entify

are

as in w

hic

h furt

her

dev

elopm

ent

in o

wn

pro

fess

ional

pra

ctic

e is

req

uired

4.4

D

escr

ibe

the

import

ance

of havi

ng a

per

sonal

act

ion

pla

n in p

lace

for

ow

n d

evel

opm

ent

4.5

O

utlin

e th

e ty

pes

of dev

elopm

ent

activi

ties

that

are

av

aila

ble

and h

ow

they

can

be

acce

ssed

4.6

D

escr

ibe

the

import

ance

of

regula

rly

revi

ewin

g a

nd

updat

ing o

wn p

erso

nal

act

ion p

lan

5

Be

able

to im

pro

ve o

wn

pro

fess

ional

pra

ctic

e an

d

care

er o

pport

unitie

s

5.1

Rev

iew

ow

n p

rofe

ssio

nal

pra

ctic

e on a

reg

ula

r basi

s

5.2

Kee

p u

p-t

o-d

ate

with d

evel

opm

ents

in e

xerc

ise

and

phys

ical

act

ivity

5.3

Consi

der

ow

n c

aree

r goal

s

5.4

D

evel

op a

per

sonal

act

ion p

lan t

hat

will

hel

p t

o

impro

ve p

rofe

ssio

nal

pra

ctic

e an

d c

are

er p

rosp

ects

5.5

Tak

e par

t in

rel

evan

t dev

elopm

ent

activi

ties

as

part

of th

e per

sonal

act

ion p

lan

5.6

Rev

iew

ow

n p

rogre

ss in d

evel

opin

g p

rofe

ssio

nal

pra

ctic

e an

d c

are

er p

rosp

ects

and u

pdat

e th

e per

sonal

act

ion p

lan a

ccord

ingly

Page 55: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

51

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 56: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

52

Page 57: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

53

Unit 6: Evaluate exercise and physical activity programmes

Unit reference number: M/601/7759

QCF level: 3

Credit value: 3

Guided learning hours: 14

Unit summary

This unit covers the knowledge and competence that the learner needs, to evaluate exercise and physical activity programmes.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents, which can be downloaded from SkillsActive’s website:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1 and 3

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcomes 2 and 4

These must be assessed using workplace evidence generated when the learner is evaluating exercise and physical activity programmes.

Page 58: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

54

Learning Outcome 2

When working with clients to evaluate exercise and physical activity programmes the learner must cover all of the following types:

(a) objectives

1 short-term

2 medium-term

3 long-term.

Learning Outcome 4

When identifying lessons for future practice the learner must cover all of the following types:

(a) programme component

1 information gathering

2 planning

3 selection and structure of activities

4 programme management

5 programme monitoring

6 programme adaptation and progression

7 client relationship

8 client motivation and adherence

9 client satisfaction.

with two of the following types:

(b) relevant people

1 colleagues

2 line manager

3 clients.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 59: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

55

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to w

ork

w

ith c

lients

to e

valu

ate

ex

erci

se a

nd p

hys

ical

activi

ty p

rogra

mm

es

1.1

Exp

lain

why

it is

import

ant

to e

valu

ate

pro

gre

ssiv

e phys

ical

act

ivity

pro

gra

mm

es

1.2

O

utlin

e th

e princi

ple

s of ev

alu

ation in t

he

conte

xt o

f phys

ical

act

ivity

1.3

O

utlin

e w

hat

info

rmation is

nee

ded

to e

valu

ate

phys

ical

act

ivity

pro

gra

mm

es

1.4

Exp

lain

met

hods

that

can

be

use

d t

o c

olle

ct t

he

info

rmat

ion r

equired

to e

valu

ate

phys

ical

act

ivity

pro

gra

mm

es

1.5

Exp

lain

why

it is

import

ant

to e

valu

ate

all st

ages

an

d c

om

ponen

ts o

f th

e pro

gra

mm

e

1.6

D

escr

ibe

met

hods

that

can

be

use

d t

o o

rgan

ise

info

rmat

ion s

o t

hat

it

can b

e an

alys

ed

1.7

D

escr

ibe

met

hods

that

can

be

use

d t

o g

et

stru

cture

d f

eedback

fro

m c

lients

1.8

Exp

lain

why

stru

cture

d fee

dback

is

import

ant

1.9

Exp

lain

how

to a

nal

yse

info

rmation a

nd c

lient

feed

back

1.1

0

Exp

lain

why

it is

import

ant

to d

iscu

ss p

relim

inar

y co

ncl

usi

ons

with t

he

clie

nt

1.1

1

Exp

lain

why

the

clie

nt’s

view

s are

im

port

ant

Page 60: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

56

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to w

ork

with

clie

nts

to e

valu

ate

exer

cise

and p

hys

ical

activi

ty p

rogra

mm

es

2.1

Colla

te a

ll av

aila

ble

info

rmation r

egar

din

g t

he

pla

nned

pro

gra

mm

e an

d c

lient

obje

ctiv

es

2.2

Colla

te info

rmat

ion r

egar

din

g c

lient

pro

gre

ss,

adap

tations

to t

he

pro

gra

mm

e an

d t

he

reas

ons

for

adap

tation

2.3

Colla

te info

rmat

ion r

egar

din

g c

lient

adher

ence

2.4

Colle

ct s

truct

ure

d fee

dbac

k fr

om

the

clie

nt

2.5

Anal

yse

avai

lable

info

rmat

ion a

nd fee

dback

2.6

O

utlin

e pre

limin

ary

concl

usi

ons

about

the

effe

ctiv

enes

s of

the

pro

gra

mm

e

2.7

D

iscu

ss p

relim

inar

y co

ncl

usi

ons

with t

he

clie

nt

and

take

acc

ount

of th

eir

view

s

Page 61: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

57

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to

iden

tify

les

sons

for

futu

re

pra

ctic

e

3.1

Exp

lain

why

continuous

impro

vem

ent

in p

ract

ice

is

import

ant

for

exer

cise

/phys

ical

act

ivity

inst

ruct

ors

3.2

Exp

lain

why

it is

import

ant

to p

riori

tise

the

impro

vem

ent

of

som

e pro

gra

mm

e co

mponen

ts

3.3

Exp

lain

how

to p

rioritise

whic

h p

rogra

mm

e co

mponen

ts t

o w

ork

on

3.4

O

utlin

e so

urc

es o

f in

form

ation,

advi

ce a

nd b

est

pra

ctic

e on h

ow

to im

pro

ve p

rogra

mm

e co

mponen

ts

3.5

Exp

lain

why

it is

import

ant

to s

har

e co

ncl

usi

ons

about

impro

ving o

wn p

ract

ice

with o

ther

peo

ple

3.6

Id

entify

who t

o s

hare

idea

s fo

r im

pro

vem

ents

in

ow

n p

ract

ice

with

3.7

D

escr

ibe

how

to m

ake

use

of im

pro

vem

ents

in o

wn

pra

ctic

e in

the

futu

re

Page 62: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

58

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to iden

tify

les

sons

for

futu

re p

ract

ice

4.1

Id

entify

the

rela

tive

succ

ess

of ea

ch p

rogra

mm

e co

mponen

t

4.2

Pr

ioritise

those

pro

gra

mm

e co

mponen

ts t

hat

are

vi

tal to

im

pro

ving p

ract

ice

4.3

Id

entify

how

pro

gra

mm

e co

mponen

ts c

ould

be

impro

ved

4.4

Shar

e ow

n c

oncl

usi

ons

with r

elev

ant

peo

ple

and

take

acc

ount

of th

eir

feed

back

4.5

U

nder

take

furt

her

res

earc

h a

nd d

evel

opm

ent

to

impro

ve p

rogra

mm

e co

mponen

ts

4.6

N

ote

les

sons

for

futu

re p

ract

ice

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 63: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

59

Unit 7: Design, manage and adapt a personal training programme with clients

Unit reference number: H/601/7760

QCF level: 3

Credit value: 6

Guided learning hours: 30

Unit summary

This unit covers the knowledge and competence that the learner needs to design, manage and adapt a personal training programme with clients.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents, which can be downloaded from SkillsActive’s website:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1, 3, 5, 7 and 9

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcomes 2, 4, 6, 8 and 10

These must be assessed using workplace evidence generated when the learner is designing, managing and adapting a personal training programme with clients.

Page 64: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

60

Learning Outcome 2

When collecting and recording information about clients the learner must cover six of the following types:

(a) information

1 personal goals

2 lifestyle

3 medical history

4 physical activity history

5 physical activity likes and dislikes

6 attitude, motivation to participate and barriers to participation

7 current fitness level

8 stage of readiness

9 posture and alignment

10 functional ability

with two of the following types:

(b) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

with all of the following types:

(c) methods

1 interview

2 questionnaire

3 observation

4 physical/fitness assessments.

Learning Outcome 4

When analysing information and agreeing goals with clients the learner must cover two of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

Page 65: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

61

with three of the following types:

(b) goals

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability.

Learning Outcome 6

When planning, preparing and managing a personal training programme with clients the learner must cover four of the following types:

(a) exercises/physical activities

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

with two of the following types:

(b) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

with three of the following types:

(c) goals

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability.

Page 66: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

62

Learning Outcome 8

When reviewing progress with clients the learner must cover two of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

with four of the following types:

(b) methods

1 interviews

2 questionnaires

3 observation

4 physical/fitness assessments

with three of the following types:

(c) goals

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability.

Learning Outcome 10

When adapting a personal training programme with clients the learner must cover two of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

Page 67: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

63

with three of the following types:

(b) goals

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability

with four of the following types:

(c) exercises/physical activities

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 68: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

64

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to c

olle

ct

and r

ecord

info

rmat

ion

about

clie

nts

1.1

Exp

lain

why

it is

import

ant

to c

olle

ct a

ccura

te

info

rmat

ion a

bout

clie

nts

1.2

Exp

lain

how

to d

ecid

e w

hat

info

rmat

ion t

o c

olle

ct

1.3

Exp

lain

safe

and a

ppro

priat

e m

ethods

that

can

be

use

d t

o c

olle

ct t

he

info

rmat

ion n

eeded

to p

lan

per

sonal

tra

inin

g p

rogra

mm

es

1.4

O

utlin

e th

e le

gal an

d e

thic

al im

plic

atio

ns

of

colle

ctin

g info

rmation a

bout

clie

nts

1.5

Exp

lain

how

to e

stablis

h r

apport

with c

lients

and

iden

tify

the

com

munic

atio

n s

kills

nee

ded

1.6

D

escr

ibe

the

import

ance

of

show

ing e

mpath

y an

d

bei

ng s

ensi

tive

to c

lients

’ goal

s an

d c

urr

ent

stag

e of

read

ines

s

1.7

Exp

lain

how

to a

dm

inis

ter

and inte

rpre

t th

e Ph

ysic

al Act

ivity

Rea

din

ess

Ques

tionnai

re (

PAR-Q

)

1.8

D

escr

ibe

diffe

rent

form

ats

for

reco

rdin

g info

rmation

about

clie

nts

1.9

Exp

lain

pro

fess

ional

role

boundar

ies

with r

egar

d t

o

offer

ing p

erso

nal

tra

inin

g

to c

lients

with d

iffe

rent

med

ical

conditio

ns

1.1

0

Exp

lain

when

it

is n

eces

sary

to r

efer

clie

nts

to

anoth

er p

rofe

ssio

nal

and d

escr

ibe

the

pro

cedure

th

at s

hould

be

follo

wed

Page 69: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

65

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.1

1

Exp

lain

the

import

ance

of

safe

guar

din

g t

he

confiden

tialit

y of co

llect

ed info

rmat

ion a

nd d

escr

ibe

how

to d

o s

o

1.1

2

Anal

yse

the

stre

ngth

s an

d w

eakn

esse

s of

the

various

met

hods

of co

llect

ing info

rmat

ion f

or

diffe

rent

types

of

clie

nts

1.1

3

Exp

lain

how

to e

nsu

re c

lients

info

rmed

conse

nt

is

obta

ined

bef

ore

colle

ctin

g info

rmat

ion

1.1

4

Outlin

e le

gal and o

rganis

atio

nal re

quir

emen

ts f

or

dat

a pro

tect

ion a

nd c

onfiden

tialit

y

2

Be

able

to c

olle

ct a

nd

reco

rd info

rmat

ion a

bout

clie

nts

2.1

Est

ablis

h a

rap

port

with c

lients

2.2

Exp

lain

ow

n r

ole

and r

esponsi

bili

ties

to t

he

clie

nts

2.3

Id

entify

what

info

rmat

ion n

eeds

to b

e co

llect

ed

about

clie

nts

2.4

Colle

ct info

rmat

ion a

bout

clie

nts

usi

ng a

ppro

priat

e m

ethods

2.5

Show

sen

sitivi

ty a

nd e

mpat

hy

to c

lients

and t

he

info

rmat

ion t

hey

pro

vide

2.6

Rec

ord

the

info

rmat

ion in a

way

that

will

hel

p t

o

anal

yse

it

2.7

Id

entify

when

clie

nts

nee

d r

efer

ral to

anoth

er

pro

fess

ional

2.8

M

ainta

in c

lient

confiden

tial

ity

in lin

e w

ith g

ood

pra

ctic

e pro

cedure

s

Page 70: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

66

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to

anal

yse

info

rmat

ion a

nd

agre

e goal

s w

ith c

lients

3.1

Exp

lain

why

it is

import

ant

to w

ork

toget

her

with

clie

nts

to a

gre

e goal

s an

d a

ctiv

itie

s

3.2

Exp

lain

the

import

ance

of

long-t

erm

beh

avi

our

chan

ge

and h

ow

to e

nsu

re c

lients

under

stan

d a

nd

com

mit t

hem

selv

es t

o long-t

erm

chan

ge

3.3

D

escr

ibe

how

to o

rganis

e in

form

atio

n in a

way

w

hic

h w

ill a

ssis

t its

inte

rpre

tation a

nd a

nal

ysis

3.4

D

escr

ibe

how

to a

nal

yse

and inte

rpre

t co

llect

ed

info

rmat

ion s

o t

hat

clie

nts

nee

ds

and g

oals

can b

e id

entified

3.5

Exp

lain

the

import

ance

of

clie

nts

under

standin

g t

he

adva

nta

ges

of ta

king p

art

in a

per

sonal tr

ain

ing

pro

gra

mm

e

3.6

Exp

lain

why

it is

import

ant

to b

ase

goal se

ttin

g o

n

an a

nal

ysis

of

clie

nts

’ nee

ds

3.7

D

escr

ibe

the

poss

ible

bar

rier

s w

hic

h m

ay p

reve

nt

clie

nts

ach

ievi

ng t

hei

r goals

3.8

Exp

lain

why

it is

import

ant

to iden

tify

and a

gre

e sh

ort

, m

ediu

m a

nd long t

erm

goal

s th

at t

ake

ac

count

of

bar

rier

s an

d d

iscr

epanci

es,

incl

udin

g

clie

nt

fear

s an

d r

eser

vations

about

phys

ical

act

ivity

3.9

Exp

lain

when

peo

ple

oth

er t

han

clie

nts

should

be

invo

lved

in g

oal

set

ting

3.1

0

Exp

lain

how

to d

evel

op,

agre

e an

d r

ecord

goal

s w

hic

h a

re a

ppro

priat

e to

clie

nts

Page 71: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

67

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.1

1

Exp

lain

how

to m

ake

goal

s sp

ecific

, m

easu

rable

, ac

hie

vable

, re

alis

tic

and t

ime

bound a

nd iden

tify

w

hy

this

is

import

ant

3.1

2

Ass

ess

stra

tegie

s w

hic

h c

an p

reve

nt

dro

p o

ut

or

rela

pse

4

Be

able

to a

nal

yse

info

rmat

ion a

nd a

gre

e goal

s w

ith c

lients

4.1

Anal

yse

the

info

rmat

ion c

olle

cted

4.2

Id

entify

any

barr

iers

to p

art

icip

atio

n a

nd e

nco

ura

ge

clie

nts

to fin

d a

solu

tion

4.3

Agre

e cl

ients

nee

ds

and r

eadin

ess

to p

artici

pat

e

4.4

W

ork

with c

lients

to a

gre

e sh

ort

, m

ediu

m a

nd long-

term

goal

s ap

pro

priate

to t

hei

r nee

ds

4.5

Ensu

re t

he

goal

s are

spec

ific

, m

easu

rable

, ac

hie

vable

, re

alis

tic

and t

ime

bound a

nd r

efle

ct

acce

pte

d g

ood p

ract

ice

4.6

Rec

ord

the

agre

ed g

oal

s in

a form

at t

hat

is c

lear

to

all th

ose

invo

lved

in t

he

pro

gra

mm

e

4.7

Id

entify

and a

gre

e st

rate

gie

s to

pre

vent

dro

p o

ut

or

rela

pse

Page 72: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

68

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Under

stan

d h

ow

to p

lan,

pre

par

e an

d m

anag

e a

per

sonal

tra

inin

g p

rogra

mm

e w

ith c

lients

5.1

Exp

lain

why

thoro

ugh p

lannin

g a

nd p

repar

atio

n a

re

nec

essa

ry

5.2

Exp

lain

how

to r

esea

rch a

nd iden

tify

exe

rcis

es a

nd

activi

ties

whic

h w

ill h

elp c

lients

to a

chie

ve t

hei

r goal

s

5.3

Exp

lain

how

to d

esig

n p

erso

nal

tra

inin

g

pro

gra

mm

es a

ccord

ing t

o a

ccep

ted g

ood p

ract

ice

5.4

Exp

lain

how

to a

pply

the

princi

ple

s of tr

ain

ing t

o

pro

gra

mm

e des

ign

5.5

Exp

lain

how

to d

esig

n a

pro

gre

ssiv

e pro

gra

mm

e to

al

low

clie

nts

to a

chie

ve s

hort

, m

ediu

m a

nd long

term

goal

s

5.6

D

escr

ibe

how

to incl

ude

phys

ical ac

tivi

ties

as

part

of th

e cl

ient’s

lifes

tyle

to c

om

ple

men

t ex

erci

se

sess

ions

5.7

Exp

lain

how

to c

hoose

res

ourc

es a

nd e

nvi

ronm

ents

th

at w

ill h

elp c

lients

to p

art

icip

ate

in t

he

pro

gra

mm

e ac

cord

ing t

o t

hei

r nee

ds

5.8

Exp

lain

how

to d

esig

n p

rogra

mm

es t

hat

can

be

run

in e

nvi

ronm

ents

not

des

igned

for

phys

ical

exe

rcis

e,

for

exam

ple

a c

lient’s

hom

e or

outd

oor

area

5.9

Exp

lain

how

to d

ecid

e on t

he

ord

er o

f ex

erci

ses

and

activi

ties

in t

he

pro

gra

mm

e

5.1

0

Outlin

e cu

rren

t guid

elin

es o

n p

rogra

mm

e des

ign

and s

afe

exe

rcis

e

Page 73: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

69

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5.1

1

Exp

lain

how

to m

ake

sure

the

com

ponen

ts o

f fitn

ess

are

built

into

the

pro

gra

mm

e

5.1

2

Exp

lain

how

to s

truct

ure

the

sess

ions

whic

h m

ake

up t

he

pro

gra

mm

e

5.1

3

Exp

lain

how

to r

ecord

the

pro

gra

mm

e

5.1

4

Exp

lain

why

it is

import

ant

to a

gre

e th

e pro

gra

mm

e w

ith c

lients

5.1

5

Exp

lain

when

it

is a

ppro

priat

e to

share

the

pro

gra

mm

e w

ith o

ther

pro

fess

ional

s

Page 74: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

70

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to p

lan,

pre

par

e an

d m

anage

a per

sonal

tr

ainin

g p

rogra

mm

e w

ith

clie

nts

6.1

Pl

an s

pec

ific

outc

om

e m

easu

res,

sta

ges

of

achie

vem

ent

and e

xerc

ises

/phys

ical act

ivitie

s th

at

are

appro

priat

e to

clie

nts

’ goals

and lev

el o

f fitn

ess

6.2

Ensu

re e

xerc

ises

/phys

ical act

ivitie

s ar

e co

nsi

sten

t w

ith a

ccep

ted g

ood p

ract

ice

6.3

Exp

lain

and a

gre

e th

e dem

ands

of th

e pro

gra

mm

e w

ith c

lients

6.4

Pla

n a

nd a

gre

e a p

rogre

ssiv

e tim

etab

le o

f se

ssio

ns

with c

lients

6.5

Agre

e ap

pro

priat

e ev

aluat

ion m

ethods

and r

evie

w

dat

es

6.6

Id

entify

the

reso

urc

es n

eeded

, m

akin

g b

est

use

of

the

envi

ronm

ents

in w

hic

h c

lients

will

exe

rcis

e

6.7

Apply

the

princi

ple

s of tr

ainin

g t

o h

elp c

lients

ac

hie

ve s

hort

-, m

ediu

m-

and long-t

erm

goal

s

6.8

Ensu

re e

ffec

tive

inte

gra

tion o

f al

l pro

gra

mm

e ex

erci

ses/

phys

ical

act

ivitie

s an

d s

essi

ons

6.9

Pr

ovi

de

alter

native

s to

the

pro

gra

mm

ed

exer

cise

s/phys

ical

act

ivitie

s if c

lients

can

not

take

par

t as

pla

nned

6.1

0

Rec

ord

pla

ns

in a

form

at t

hat

will

hel

p a

ll co

nce

rned

to

im

ple

men

t th

e pro

gra

mm

e

6.1

1

Agre

e how

to m

ainta

in c

onta

ct w

ith c

lients

bet

wee

n

sess

ions

Page 75: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

71

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

7

Under

stan

d h

ow

to r

evie

w

pro

gre

ss w

ith c

lients

7.1

Exp

lain

the

import

ance

of

monitoring a

nd r

evie

win

g

pro

gra

mm

es w

ith c

lients

7.2

Ass

ess

met

hods

of

colle

ctin

g,

anal

ysin

g a

nd

reco

rdin

g info

rmation t

hat

will

hel

p t

o r

evie

w

pro

gre

ss a

gai

nst

goals

and initia

l base

line

dat

a

7.3

D

escr

ibe

how

to c

om

munic

ate

info

rmation t

o c

lients

an

d p

rovi

de

effe

ctiv

e fe

edback

7.4

Exp

lain

why

it is

import

ant

to e

nco

ura

ge

clie

nts

to

giv

e th

eir

view

s

7.5

Exp

lain

how

to a

nal

yse

and r

ecord

clie

nts

’ pro

gre

ss

7.6

Exp

lain

why

it is

import

ant

to a

gre

e ch

anges

with

clie

nts

7.7

Exp

lain

why

it is

import

ant

to c

om

munic

ate

pro

gre

ss a

nd c

han

ges

to a

ll th

ose

invo

lved

in t

he

pro

gra

mm

e

7.8

Exp

lain

why

it is

import

ant

to k

eep a

ccura

te r

ecord

s of

chan

ges

and t

he

reas

ons

for

chan

ge

Page 76: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

72

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8

Be

able

to r

evie

w p

rogre

ss

with c

lients

8.1

M

onitor

clie

nts

’ pro

gre

ss u

sing a

ppro

priat

e m

ethods

8.2

Rev

iew

pro

gre

ss w

ith c

lients

at

agre

ed p

oin

ts in t

he

pro

gra

mm

e

8.3

Ensu

re c

lients

under

stan

d t

he

purp

ose

of re

view

an

d h

ow

it

fits

into

thei

r pro

gra

mm

e

8.4

Enco

ura

ge

clie

nts

to g

ive

thei

r ow

n v

iew

s on

pro

gre

ss

8.5

U

se a

gre

ed e

valu

atio

n g

uid

elin

es

8.6

G

ive

posi

tive

and t

imel

y fe

edback

to c

lients

during

thei

r re

view

8.7

Agre

e re

view

outc

om

es w

ith c

lients

and k

eep

accu

rate

rec

ord

s

9

Under

stan

d h

ow

to a

dap

t a

per

sonal

tra

inin

g

pro

gra

mm

e w

ith c

lients

9.1

Exp

lain

how

to r

evie

w s

hort

-, m

ediu

m-

and long-

term

goal

s w

ith c

lients

taki

ng into

acc

ount

any

chan

ges

in c

ircu

mst

ance

s

9.2

Exp

lain

how

the

princi

ple

s of tr

ainin

g c

an b

e use

d

to a

dapt

the

pro

gra

mm

e w

her

e goal

s ar

e not

bei

ng

ach

ieve

d o

r new

goals

have

bee

n iden

tified

9.3

D

escr

ibe

how

to c

om

munic

ate

adap

tations

to

clie

nts

and o

ther

pro

fess

ional

s

9.4

Exp

lain

the

diffe

rent

trai

nin

g s

yste

ms

and t

hei

r use

in

pro

vidin

g v

ariet

y and e

nsu

ring p

rogra

mm

es

rem

ain e

ffec

tive

Page 77: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

73

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

10

Be

able

to a

dap

t a

per

sonal

tra

inin

g

pro

gra

mm

e w

ith c

lients

10.1

Id

entify

goal

s an

d e

xerc

ises

/phys

ical

act

ivitie

s th

at

nee

d t

o b

e re

def

ined

or

adapte

d

10.2

Agre

e ad

apta

tions,

pro

gre

ssio

ns

or

regre

ssio

ns

to

mee

t cl

ients

’ nee

ds

as

and w

hen

nec

essa

ry t

o

optim

ise

ach

ieve

men

t

10.3

Id

entify

any

chan

ges

to r

esourc

es a

nd

envi

ronm

ents

and a

gre

e th

em w

ith c

lients

10.4

In

troduce

adap

tations

in a

way

that

is

appro

priate

to

clie

nts

and t

hei

r nee

ds

10.5

Rec

ord

changes

to p

lans

for

the

pro

gra

mm

e to

tak

e ac

count

of

adap

tations

10.6

M

onitor

the

effe

ctiv

enes

s of ad

apta

tions

and u

pdate

th

ese

as n

eces

sary

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 78: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

74

Page 79: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

75

Unit 8: Deliver exercise and physical activity as part of a personal training programme

Unit reference number: K/601/7761

QCF level: 3

Credit value: 10

Guided learning hours: 70

Unit summary

This unit covers the knowledge and competence that the learner needs to deliver exercise and physical activity as part of a personal training programme.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents, which can be downloaded from SkillsActive’s website:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1, 3, 5 and 7

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcomes 2, 4, 6 and 8

These must be assessed using workplace evidence generated when the learner is delivering exercise and physical activity as part of a personal training programme.

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N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

76

Learning Outcome 2

When planning and preparing individualised exercise sessions the learner must cover three of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

with two of the following types:

(b) resources

1 environment for the session

2 portable equipment

3 fixed equipment

with four of the following types:

(c) exercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats.

Learning Outcome 4

When preparing clients for individualised exercise sessions the learner must cover two of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

Page 81: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

77

with five of the following types:

(b) goals

1 general health and fitness

2 physiological

3 psychological

4 lifestyle

5 social

6 functional ability

with four of the following types:

(c) exercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats.

Learning Outcome 6

When teaching and adapting planned exercises the learner must cover three of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

with four of the following types:

(b) exercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats

Page 82: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

78

with two of the following types:

(c) environments

1 gym

2 studio/sports hall

3 client’s home or other enclosed space

4 outdoors.

Learning Outcome 8

When bringing exercise sessions to an end the learner must cover three of the following types:

(a) clients

1 individuals

2 groups

3 with specific fitness needs

4 with general health needs

with four of the following types:

(b) exercises

1 cardiovascular fitness

2 muscular fitness

3 flexibility

4 motor skills

5 core stability

6 circuit formats.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 83: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

79

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to p

lan

and p

repar

e in

div

idualis

ed

exer

cise

ses

sions

1.1

Exp

lain

the

import

ance

of

care

ful an

d t

horo

ugh

pla

nnin

g a

nd p

repar

ation b

efore

phys

ical

exe

rcis

e

1.2

Exp

lain

how

to iden

tify

spec

ific

obje

ctiv

es f

rom

the

ove

rall

pro

gra

mm

e goal

s

1.3

Exp

lain

how

tim

ings,

inte

nsi

ties

and s

equen

ces

can

affe

ct p

rogra

mm

e outc

om

es

1.4

Exp

lain

the

import

ance

of

mat

chin

g t

each

ing a

nd

lear

nin

g s

tyle

s to

maxi

mis

e cl

ients

’ pro

gre

ss a

nd

motiva

tion

1.5

D

escr

ibe

how

to u

tilis

e ve

rbal

and n

on-v

erbal

co

mm

unic

atio

n t

echniq

ues

1.6

Exp

lain

how

to s

elec

t an

d p

repare

the

equip

men

t an

d e

nvi

ronm

ent

as

nee

ded

1.7

Exp

lain

how

to w

ork

in e

nvi

ronm

ents

that

are

not

spec

ific

ally

des

igned

for

phys

ical

exe

rcis

e

2

Be

able

to p

lan a

nd

pre

par

e in

div

idual

ised

ex

erci

se s

essi

ons

2.1

Pr

ovi

de

a ra

nge

of ex

erci

ses

to h

elp c

lients

ach

ieve

obje

ctiv

es a

nd g

oals

2.2

Pl

an a

nd a

gre

e th

e fo

cus

of ex

erci

ses

and u

tilis

e th

e re

sourc

es a

vaila

ble

, im

pro

visi

ng s

afe

ly w

her

e nec

essa

ry

2.3

Pl

an r

ealis

tic

tim

ings,

inte

nsi

ties

and s

equen

ces

of

exer

cise

s

2.4

Id

entify

, obta

in a

nd p

repar

e th

e re

sourc

es n

eeded

fo

r th

e pla

nned

exe

rcis

es

Page 84: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

80

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to

pre

par

e cl

ients

for

indiv

idual

ised

exe

rcis

e se

ssio

ns

3.1

Exp

lain

why

it is

import

ant

to e

nsu

re c

lients

are

pro

per

ly p

repar

ed p

hys

ical

ly a

nd p

sych

olo

gic

ally

bef

ore

act

ivity

beg

ins

3.2

Exp

lain

why

it is

import

ant

to fin

d o

ut

how

clie

nts

re

sponded

to p

revi

ous

phys

ical

act

ivity

and if

anyt

hin

g h

as c

han

ged

sin

ce t

hen

3.3

D

escr

ibe

the

import

ance

of

expla

inin

g t

he

pla

nned

obje

ctiv

es a

nd a

ctiv

itie

s to

clie

nts

3.4

Exp

lain

why

clie

nts

nee

d t

o k

now

the

phys

ical

and

tech

nic

al d

eman

ds

of th

e act

ivity

and h

ow

this

m

ight

affe

ct m

otiva

tion

3.5

Exp

lain

why

it m

ay

be

nec

essa

ry t

o n

egotiat

e an

d

agre

e ch

anges

to p

lans

with c

lients

3.6

Exp

lain

why

and h

ow

any

chan

ges

to p

lans

should

be

reco

rded

3.7

O

utlin

e th

e hea

lth,

safe

ty a

nd e

mer

gen

cy

pro

cedure

s an

d r

equirem

ents

3.8

Exp

lain

why

clie

nts

nee

d t

o k

now

about

hea

lth,

safe

ty a

nd e

mer

gen

cy p

roce

dure

s

Page 85: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

81

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to p

repar

e cl

ients

fo

r in

div

idualis

ed e

xerc

ise

sess

ions

4.1

M

eet

clie

nts

punct

ual

ly a

nd m

ake

them

fee

l at

ease

4.2

Colle

ct a

ny

new

info

rmat

ion a

bout

clie

nts

res

ponse

to

pre

vious

act

ivity

4.3

D

iscu

ss t

he

pla

nned

obje

ctiv

es a

nd e

xerc

ises

for

the

sess

ion a

nd h

ow

thes

e lin

k to

clie

nts

’ goal

s

4.4

D

iscu

ss t

he

phys

ical

and t

echnic

al d

eman

ds

of

the

pla

nned

exe

rcis

es a

nd h

ow

clie

nts

can

pro

gre

ss o

r re

gre

ss t

hes

e to

mee

t goals

4.5

Ass

ess,

agre

e an

d r

evie

w c

lients

’ st

ate

of

read

ines

s an

d m

otiva

tion t

o t

ake

part

in t

he

pla

nned

ex

erci

ses

4.6

N

egotiate

, ag

ree

and r

ecord

changes

to t

he

pla

nned

ex

erci

ses

with c

lients

to m

eet

goal

s an

d

pre

fere

nce

s an

d e

nab

le t

hem

to m

ainta

in p

rogre

ss

Page 86: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

82

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Under

stan

d h

ow

to t

each

an

d a

dap

t pla

nned

exe

rcis

es

5.1

Exp

lain

why

a bal

ance

of in

stru

ctio

n,

exer

cise

and

dis

cuss

ion is

import

ant

when

inst

ruct

ing c

lients

5.2

O

utlin

e th

e ra

nge

of

appro

ved t

each

ing a

nd

motiva

tional

sty

les

that

can

be

use

d a

nd e

xpla

in

how

to v

ary

thes

e ac

cord

ing t

o c

lients

’ re

sponse

5.3

Exp

lain

the

import

ance

of w

arm

-up a

nd t

he

range

of w

arm

-up a

ctiv

itie

s th

at c

an b

e use

d f

or

the

activi

ties

bei

ng t

aught

5.4

Exp

lain

how

to c

hoose

war

m-u

ps

appro

pri

ate

to

diffe

rent

clie

nts

and c

onditio

ns

5.5

Exp

lain

why

clie

nts

should

under

stan

d t

he

purp

ose

an

d v

alu

e of w

arm

-up

5.6

Exp

lain

how

to p

rovi

de

inst

ruct

ions,

dem

onst

rations

and e

xpla

nat

ions

clea

rly

and e

ffec

tive

ly

5.7

D

escr

ibe

the

corr

ect

posi

tions

for

the

exer

cise

s bei

ng t

aught

5.8

Exp

lain

how

to a

dap

t ex

erci

se p

osi

tions

as

appro

priat

e to

indiv

idual

clie

nts

and c

onditio

ns

5.9

Exp

lain

why

it is

import

ant

to m

ake

sure

clie

nts

under

stan

d inst

ruct

ions,

dem

onst

rations

and

expla

nations

and d

escr

ibe

how

this

can

be

done

5.1

0

Exp

lain

the

import

ance

of non-v

erbal

com

munic

atio

n a

nd t

he

effe

ct o

f body

languag

e

5.1

1

Exp

lain

how

to a

dap

t co

mm

unic

atio

n t

o m

eet

clie

nts

’ nee

ds

Page 87: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

83

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5.1

2

Exp

lain

why

it is

import

ant

to m

onitor

indiv

idual

pro

gre

ss e

spec

ially

if m

ore

than

one

clie

nt

is

invo

lved

5.1

3

Appra

ise

met

hods

of m

onitoring c

lients

’ pro

gre

ss

5.1

4

Iden

tify

when

it

may

be

nec

essa

ry t

o a

dapt

pla

nned

ex

erci

ses

to m

eet

clie

nts

’ nee

ds

and e

xpla

in h

ow

to

do s

o

5.1

5

Exp

lain

met

hods

of m

ainta

inin

g c

lients

’ m

otiva

tion

espec

ially

when

they

are

fin

din

g e

xerc

ises

difficu

lt

5.1

6

Exp

lain

the

import

ance

of

corr

ecting t

echniq

ues

and

how

to a

dopt

appro

priat

e te

ach

ing s

tyle

s to

ensu

re

clie

nts

apply

tec

hniq

ues

corr

ectly

5.1

7

Exp

lain

how

to m

odify

the

inte

nsi

ty o

f ex

erci

se t

o

mat

ch c

lients

’ re

sponse

to p

hys

ical

act

ivity

Page 88: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

84

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to t

each

and

adap

t pla

nned

exe

rcis

es

6.1

Ensu

re t

her

e is

an e

ffec

tive

bal

ance

of

inst

ruct

ion,

activi

ty a

nd d

iscu

ssio

n w

ithin

the

sess

ion

6.2

U

se t

each

ing a

nd m

otiva

tional

sty

les

that

are

ap

pro

priat

e to

clie

nts

and a

ccep

ted g

ood p

ract

ice

6.3

Pro

vide

clie

nts

with a

n a

ppro

priat

e w

arm

-up

6.4

M

ake

bes

t use

of

the

envi

ronm

ent

in w

hic

h c

lients

ar

e ex

erci

sing

6.5

Pr

ovi

de

inst

ruct

ions,

exp

lanations

and

dem

onst

rations

that

are

tec

hnic

ally

corr

ect,

saf

e an

d e

ffec

tive

6.6

Chec

k cl

ients

’ under

stan

din

g o

f in

stru

ctio

ns,

ex

pla

nations

and d

emonst

rations

6.7

Adap

t ve

rbal

and n

on-v

erbal

com

munic

atio

n

met

hods

to m

ake

sure

clie

nts

under

stan

d w

hat

is

required

6.8

Ensu

re c

lients

can

car

ry o

ut

the

exer

cise

s sa

fely

on

thei

r ow

n

6.9

O

bse

rve

and a

nal

yse

clie

nts

’ per

form

ance

, pro

vidin

g p

osi

tive

rei

nfo

rcem

ent

thro

ughout

6.1

0

Corr

ect

tech

niq

ues

at

appro

priate

poin

ts

6.1

1

Progre

ss o

r re

gre

ss e

xerc

ises

acc

ord

ing t

o c

lients

’ per

form

ance

Page 89: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

85

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

7

Under

stan

d h

ow

to b

ring

exer

cise

ses

sions

to a

n

end

7.1

Exp

lain

why

it is

import

ant

to a

llow

suffic

ient

tim

e fo

r cl

ients

to f

inis

h e

xerc

isin

g a

nd h

ow

the

cool-

dow

n c

an b

e ad

apte

d t

o d

iffe

rent

leve

ls o

f cl

ient

nee

ds

and e

xper

ience

7.2

Exp

lain

the

purp

ose

and v

alu

e of

cool-

dow

n

activi

ties

and h

ow

to s

elec

t th

ese

acco

rdin

g t

o t

he

type

and inte

nsi

ty o

f phys

ical

exe

rcis

e an

d c

lients

nee

ds

and c

onditio

n

7.3

Exp

lain

why

clie

nts

should

under

stan

d t

he

valu

e an

d p

urp

ose

of

cool-

dow

n

7.4

D

escr

ibe

why

clie

nts

should

be

giv

en t

he

opport

unity

to a

sk q

ues

tions,

pro

vide

feed

bac

k an

d

dis

cuss

thei

r per

form

ance

and e

xpla

in h

ow

to m

ake

sure

this

hap

pen

s

7.5

D

escr

ibe

why

clie

nts

should

be

giv

en fee

dbac

k on

thei

r per

form

ance

and e

xpla

in h

ow

to d

o t

his

in a

w

ay t

hat

is a

ccura

te b

ut

main

tain

s cl

ient

motiva

tion

and c

om

mitm

ent

7.6

Exp

lain

why

clie

nts

nee

d t

o s

ee t

hei

r pro

gre

ss

agai

nst

obje

ctiv

es in t

erm

s of th

eir

ove

rall

goal

s an

d p

rogra

mm

e

7.7

Exp

lain

why

clie

nts

nee

d info

rmat

ion a

bout

futu

re

activi

ties

, ei

ther

super

vise

d o

r unsu

per

vise

d

7.8

O

utlin

e th

e co

rrec

t pro

cedure

s fo

r dea

ling w

ith

equip

men

t an

d t

he

wid

er f

acili

ty o

nce

the

sess

ion is

ove

r

Page 90: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

86

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8

Be

able

to b

ring e

xerc

ise

sess

ions

to a

n e

nd

8.1

Allo

w s

uffic

ient

tim

e fo

r th

e cl

osi

ng p

has

e of

the

sess

ion

8.2

End t

he

exer

cise

s usi

ng a

cool dow

n t

hat

is

saf

e an

d e

ffec

tive

for

clie

nts

8.3

Pr

ovi

de

clie

nts

with p

osi

tive

rei

nfo

rcem

ent

about

thei

r per

form

ance

8.4

G

ive

clie

nts

fee

dback

on t

he

sess

ion

8.5

Exp

lain

to c

lients

how

pro

gre

ss m

ade

links

to t

hei

r sh

ort

, m

ediu

m a

nd long t

erm

goals

8.6

D

iscu

ss o

ther

poss

ible

phys

ical

act

ivitie

s w

ith

clie

nts

8.7

Le

ave

the

envi

ronm

ent

in a

conditio

n s

uitable

for

futu

re u

se

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 91: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

87

Unit 9: Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme

Unit reference number: M/601/7762

QCF level: 3

Credit value: 7

Guided learning hours: 42

Unit summary

This unit covers the knowledge and competence that the learner needs to apply the principles of nutrition to support client goals as part of an exercise and physical activity programme.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents, which can be downloaded from SkillsActive’s website:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1 and 3

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcomes 2 and 4

These must be assessed using workplace evidence generated when the learner is applying the principles of nutrition to support client goals as part of an exercise and physical activity programme.

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N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

88

Learning Outcome 2

When collecting and analysing information and agreeing goals with the client the learner must cover seven of the following types:

(a) information

1 personal goals

2 lifestyle

3 medical history

4 physical activity history

5 diet history

6 food preferences

7 supplement use

8 nutritional knowledge, attitudes and motivation

9 stage of readiness

with two of the following types:

(b) clients

1 with specific fitness needs

2 with general health needs

with two of the following types:

(c) goals

1 healthy eating

2 weight management

3 improved fitness

4 improved self-image.

Learning Outcome 4

When applying, monitoring and adapting the principles of nutrition and weight management to an exercise and physical activity programme the learner must cover two of the following types:

(a) clients

1 with specific fitness needs

2 with general health needs

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N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

89

with two of the following types of:

(b) goals

1 healthy eating

2 weight management

3 improved fitness

4 improved self-image.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

Page 94: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

90

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to c

olle

ct

and a

nal

yse

info

rmation

and a

gre

e goal

s w

ith t

he

clie

nt

1.1

O

utlin

e th

e ra

nge

of

pro

fess

ionals

and p

rofe

ssio

nal

bodie

s in

volv

ed in t

he

area

of nutr

itio

n

1.2

D

escr

ibe

how

to o

bta

in c

lients

’ in

form

ed c

onse

nt

bef

ore

colle

ctin

g n

utr

itio

nal in

form

atio

n

1.3

Exp

lain

why

it is

import

ant

to c

olle

ct a

ccura

te

nutr

itio

nal

info

rmat

ion a

bout

clie

nts

1.4

D

escr

ibe

the

info

rmation t

hat

nee

ds

to b

e co

llect

ed

to o

ffer

nutr

itio

nal

advi

ce t

o c

lients

saf

ely

and

effe

ctiv

ely

1.5

O

utlin

e th

e le

gal an

d e

thic

al im

plic

atio

ns

of

colle

ctin

g n

utr

itio

nal

info

rmat

ion

1.6

D

escr

ibe

diffe

rent

form

ats

for

reco

rdin

g n

utr

itio

nal

in

form

atio

n

1.7

Exp

lain

why

confiden

tial

ity

is im

port

ant

when

co

llect

ing n

utr

itio

nal

info

rmat

ion

1.8

Exp

lain

iss

ues

that

may

be

sensi

tive

when

co

llect

ing n

utr

itio

nal

info

rmat

ion

1.9

Exp

lain

basi

c die

tary

ass

essm

ent

met

hods

Page 95: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

91

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.1

0

Eva

luat

e diffe

rent

met

hods

that

can

be

use

d t

o

mea

sure

body

com

posi

tion

and h

ealth r

isk

in

rela

tion t

o w

eight

incl

udin

g:

Body

Mas

s In

dex

(BM

I)

wai

st c

ircu

mfe

rence

(W

C)

wais

t to

hip

rat

io

skin

fold

s an

d s

kin fold

indic

es

bio

elec

tric

al im

ped

ence

1.1

1

Ass

ess

hea

lth r

isk

in r

elat

ion t

o b

ody

com

posi

tion,

hei

ght

and w

eight

and,

wher

e ava

ilable

, co

mpar

e to

‘n

orm

s’

1.1

2

Exp

lain

how

to s

ensi

tive

ly d

ivulg

e th

e in

terp

reta

tion

of

colle

cted

info

rmat

ion a

nd r

esults

to c

lients

1.1

3

Des

crib

e how

to r

ecognis

e th

e si

gns

and s

ympto

ms

of dis

ord

ered

eat

ing

1.1

4

Des

crib

e a h

ealthy

eating p

atte

rn

1.1

5

Exp

lain

the

circ

um

stan

ces

in w

hic

h a

clie

nt

should

be

reco

mm

ended

to v

isit a

GP

about

the

poss

ibili

ty

of re

ferr

al t

o a

reg

iste

red d

ietitian

and t

he

pro

cess

th

at s

hould

be

follo

wed

1.1

6

Exp

lain

the

circ

um

stan

ces

in w

hic

h a

clie

nt

should

be

refe

rred

on t

o a

acc

redited

sport

s die

titian

and

the

pro

cess

that

should

be

follo

wed

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

92

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.1

7

Anal

yse

and inte

rpre

t co

llect

ed info

rmation t

o

iden

tify

clie

nts

’ nee

ds

and n

utr

itio

nal

goals

in

com

pariso

n t

o n

atio

nal

guid

elin

es/t

he

nat

ional

food

model

1.1

8

Exp

lain

how

to a

pply

the

princi

ple

s of goal se

ttin

g

when

off

erin

g n

utr

itio

nal

advi

ce

1.1

9

Exp

lain

when

to invo

lve

peo

ple

oth

er t

han

the

clie

nt

in n

utr

itio

nal

goal se

ttin

g a

nd iden

tify

who t

hes

e peo

ple

mig

ht

be

1.2

0

Iden

tify

barr

iers

whic

h m

ay p

reve

nt

clie

nts

ac

hie

ving t

he

agre

ed n

utr

itio

nal

goal

s

1.2

1

Des

crib

e m

otiva

tional

str

ateg

ies

that

can b

e use

d

to e

nco

ura

ge

hea

lthy

eating a

nd p

reve

nt

non-

com

plia

nce

or

rela

pse

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

93

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Be

able

to c

olle

ct a

nd

anal

yse

info

rmat

ion a

nd

agre

e goal

s w

ith t

he

clie

nt

2.1

Colle

ct,

reco

rd a

nd a

nal

yse

the

info

rmat

ion n

eeded

ab

out

clie

nts

nutr

itio

nal

goals

2.2

Id

entify

when

clie

nts

nee

d r

efer

ral to

anoth

er

pro

fess

ional

2.3

Agre

e cl

ients

’ nee

ds

and r

eadin

ess

to t

ake

par

t

2.4

Agre

e cl

ients

’ sh

ort

-, m

ediu

m-

and long-t

erm

nutr

itio

nal

goal

s

2.5

Id

entify

barr

iers

to c

lients

ach

ievi

ng t

he

agre

ed

nutr

itio

nal

goal

s

2.6

Set

nutr

itio

nal

goal

s th

at a

re s

pec

ific

, m

easu

rable

, ac

hie

vable

, re

alis

tic

and t

ime-

bound a

nd r

efle

ct

acce

pte

d g

ood p

ract

ice

2.7

Rec

ord

the

agre

ed g

oal

s in

a form

at t

hat

is c

lear

to

all w

ho m

ay

be

invo

lved

2.8

Id

entify

and a

gre

e st

rate

gie

s to

pre

vent

non-

com

plia

nce

or

rela

pse

2.9

Id

entify

and a

gre

e re

view

poin

ts

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

94

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to a

pply

, m

onitor

and a

dap

t th

e princi

ple

s of nutr

itio

n a

nd

wei

ght

manag

emen

t to

an

exer

cise

and p

hys

ical

activi

ty p

rogra

mm

e

3.1

D

escr

ibe

the

stru

cture

and f

unct

ion o

f th

e dig

estive

sy

stem

3.2

Exp

lain

the

mea

nin

g o

f ke

y nutr

itio

nal te

rms

incl

udin

g:

die

t

hea

lthy

eating

nutr

itio

n

bal

ance

d d

iet

3.3

Exp

lain

pro

fess

ional

role

boundar

ies

with r

egar

d t

o

off

erin

g n

utr

itio

nal

advi

ce t

o c

lients

3.4

Exp

lain

the

key

nutr

itio

nal

princi

ple

s/m

essa

ges

and

nat

ional

guid

elin

es t

hat

under

pin

a h

ealthy

die

t

3.5

D

escr

ibe

the

nutr

itio

nal

princi

ple

s an

d k

ey fea

ture

s of th

e nat

ional

food m

odel

/guid

e

3.6

Exp

lain

the

rela

tionsh

ip b

etw

een n

utr

itio

n,

phys

ical

activi

ty,

body

com

posi

tion

and h

ealth a

nd h

ow

to

com

munic

ate

it t

o c

lients

, in

cludin

g:

links

to d

isea

se/d

isea

se r

isk

fact

ors

chole

ster

ol (i

ncl

udin

g d

esirab

le lev

els

of H

DL,

LD

L, T

ota

l Chole

ster

ol:

HD

L ra

tio)

types

of

fat

3.7

D

escr

ibe

the

nutr

itio

nal

req

uirem

ents

and h

ydra

tion

nee

ds

of th

e phys

ical ac

tivi

ty p

rogra

mm

e

Page 99: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

95

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.8

O

utlin

e fa

ctors

that

may

influen

ce c

lients

’ ea

ting

hab

its

and p

reve

nt

them

fro

m a

chie

ving n

utr

itio

nal

goal

s

3.9

Id

entify

gro

ups

of cl

ients

at

risk

of nutr

itio

nal

def

icie

nci

es

3.1

0

Iden

tify

how

to a

cces

s re

liable

sourc

es o

f nutr

itio

nal

in

form

atio

n

3.1

1

Dis

tinguis

h b

etw

een e

viden

ce-b

ase

d k

now

ledge

vers

us

the

unsu

bst

antiat

ed m

arke

ting c

laim

s of

supplie

rs

3.1

2

Exp

lain

the

role

of

carb

ohyd

rate

, fa

t an

d p

rote

in a

s fu

els

for

aer

obic

and a

nae

robic

exe

rcis

e

3.1

3

Def

ine

the

com

ponen

ts o

f en

ergy

expen

diture

and

the

ener

gy

bal

ance

equat

ion

3.1

4

Dem

onst

rate

how

to d

eter

min

e Bas

al M

etabolic

Rat

e (B

MR)

3.1

5

Dem

onst

rate

how

to d

eter

min

e en

ergy

requirem

ents

base

d o

n p

hys

ical act

ivity

leve

ls a

nd

oth

er r

elev

ant

fact

ors

3.1

6

Des

crib

e en

ergy

nee

ds/

expen

diture

for

diffe

rent

phys

ical

act

ivitie

s

3.1

7

Outlin

e th

e fu

nct

ion a

nd m

etab

olis

m o

f th

e m

acro

nutr

ients

3.1

8

Outlin

e th

e fu

nct

ion a

nd m

etab

olis

m o

f m

icro

nutr

ients

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

96

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.1

9

Iden

tify

the

mai

n food g

roups

and t

he

nutr

ients

th

ey c

ontr

ibute

to t

he

die

t

3.2

0

Des

crib

e port

ion s

izes

in t

he

conte

xt o

f th

e nat

ional

fo

od m

odel

3.2

1

Iden

tify

the

calo

rific/

kilo

joule

val

ue

of nutr

ients

3.2

2

Des

crib

e co

mm

on t

erm

inolo

gy

use

d in n

utr

itio

n

incl

udin

g:

UK d

ieta

ry r

efer

ence

val

ues

(D

RV)

reco

mm

ended

daily

allo

wan

ce (

RD

A)

reco

mm

ended

daily

inta

ke (

RD

I)

gly

caem

ic index

3.2

3

Des

crib

e how

to iden

tify

and a

gre

e nutr

itio

nal

goal

s an

d t

ransl

ate

them

into

basi

c hea

lthy-

eating a

dvi

ce

that

ref

lect

s cu

rren

t nat

ional

guid

elin

es

3.2

4

Inte

rpre

t fo

od-l

abel

ling info

rmation

3.2

5

Exp

lain

the

signific

ance

of hea

lthy

food p

repar

atio

n

3.2

6

Exp

lain

the

pote

ntial hea

th a

nd p

erfo

rmance

im

plic

atio

ns

of

seve

re e

ner

gy

rest

rict

ion,

wei

ght

loss

and w

eight

gai

n

3.2

7

Exp

lain

how

cultura

l an

d r

elig

ious

die

tary

pra

ctic

es

can influen

ce n

utr

itio

nal

advi

ce

3.2

8

Exp

lain

the

import

ance

of

com

munic

atin

g t

he

hea

lth r

isks

ass

oci

ate

d w

ith c

urr

ent

wei

ght-

loss

fa

ds

and p

opula

r die

ts t

o c

lients

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

97

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.2

9

Exp

lain

why

det

aile

d o

r co

mple

x die

tary

anal

ysis

th

at inco

rpora

tes

majo

r die

tary

chan

ge

should

al

way

s be

refe

rred

to a

reg

iste

red d

ietitian

3.3

0

Exp

lain

the

nee

d for

reap

pra

isal of cl

ient’s

body

com

posi

tion a

nd o

ther

rel

evan

t hea

lth p

aram

eter

s at

agre

ed s

tages

of

the

pro

gra

m

3.3

1

Outlin

e sa

fety

, ef

fect

iven

ess

and c

ontr

aindic

atio

ns

rela

ting t

o p

rote

in a

nd v

itam

in s

upple

men

tation

3.3

2

Outlin

e in

dust

ry g

uid

elin

es o

n m

anag

ing u

sers

with

susp

ecte

d e

atin

g d

isord

ers

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

98

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to a

pply

, m

onitor

and a

dap

t th

e princi

ple

s of

nutr

itio

n a

nd w

eight

man

agem

ent

to a

n

exer

cise

and p

hys

ical

activi

ty p

rogra

mm

e

4.1

Anal

yse

clie

nts

’ nutr

itio

nal

nee

ds

and p

refe

rence

s in

re

lation t

o c

urr

ent

stat

us

and n

utr

itio

nal

goal

s

4.2

U

se c

redib

le s

ourc

es o

f in

form

atio

n a

nd a

dvi

ce in

esta

blis

hin

g c

lients

’ goal

s

4.3

D

esig

n a

nd a

gre

e nutr

itio

nal

goal

s th

at a

re

com

patible

with t

he

anal

ysis

carr

ied o

ut,

acc

epte

d

good p

ract

ice

and n

ational

guid

elin

es

4.4

Id

entify

and o

bta

in c

redib

le e

duca

tional

res

ourc

es

for

use

with c

lients

4.5

Ensu

re t

hat

the

nutr

itio

nal

goal

s su

pport

and

inte

gra

te w

ith o

ther

pro

gra

mm

e co

mponen

ts

4.6

Ensu

re t

hat

clie

nts

under

stan

d a

nd follo

w t

he

nutr

itio

nal

advi

ce a

s par

t of

the

exer

cise

and

phys

ical

act

ivity

pro

gra

mm

e

4.7

Eva

luat

e and r

evie

w c

lients

’ pro

gre

ss t

ow

ard

s th

e ag

reed

nutr

itio

nal goal

s

4.8

M

onitor

and r

efin

e cl

ients

’ nutr

itio

nal

goal

s during

the

phys

ical

act

ivity

pro

gra

mm

e

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

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N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

99

Unit 10: Plan, market and sell services

Unit reference number: T/601/7763

QCF level: 3

Credit value: 5

Guided learning hours: 26

Unit summary

This unit covers the knowledge and competence that the learner needs to plan, market and sell services.

Assessment requirements/evidence requirements

This unit must be assessed in accordance with the following three documents:

Additional Requirements for Qualifications that use the title NVQ within the QCF

Assessment Strategy for NVQs and SVQs

QCF Evidence Requirements and Assessment Guidance for the Level 3 NVQ Diploma in Personal Training.

Learning Outcomes 1, 3, 5 and 7

These can be assessed by:

professional discussion

oral questions and answers

questions requiring written answers.

Learning Outcome 2

When planning marketing and sales the learner must cover both of the following types:

(a) market

1 existing

2 new.

Learning Outcomes 2, 4, 6 and 8

These must be assessed using workplace evidence generated when the learner is planning, marketing and selling services.

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N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

100

Learning Outcome 4

When marketing services the learner must cover both of the following types:

(a) best ways to reach potential clients

1 personally

2 through other people

with two of the following types:

(b) ways to present the services

1 talking to people directly

2 using printed materials

3 electronically.

Learning Outcome 6

When selling services directly to clients the learner must cover two of the following types:

(a) information

1 spoken

2 written

3 electronic.

Learning Outcome 8

When following up marketing and client enquiries the learner must cover two of the following types:

(a) information

1 spoken

2 written

3 electronic.

Assessment methodology

This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

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N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

101

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Under

stan

d h

ow

to p

lan

mar

keting a

nd s

ale

s 1.1

Id

entify

the

sourc

es o

f m

arke

ting a

nd s

ales

in

form

atio

n

1.2

D

escr

ibe

how

the

mark

et is

segm

ente

d/d

ivid

ed b

y:

age

inco

me

occ

upat

ion/s

oci

al c

lass

the

ben

efits

that

pote

ntial cl

ients

are

looki

ng for

1.3

Ass

ess

the

mar

ket

in t

erm

s of:

the

prici

ng o

f th

e se

rvic

e

the

pro

motion o

f th

e se

rvic

e

cust

om

er n

eeds

and e

xpec

tations

tren

ds

in t

he

indust

ry

1.4

Exp

lain

how

to iden

tify

com

pet

itors

and a

sses

s th

eir

stre

ngth

s an

d w

eakn

esse

s

1.5

Exp

lain

how

to iden

tify

and a

sses

s ow

n s

tren

gth

s an

d w

eakn

esse

s

1.6

D

escr

ibe

how

to d

evel

op s

ervi

ces

that

addre

ss a

ce

rtai

n ‘nic

he’

in t

he

mar

ket

1.7

Exp

lain

how

to c

ost

ser

vice

s an

d d

evel

op m

arke

ting

and s

ale

s pla

ns

that

tak

e ac

count

of ca

sh f

low

and

tax

consi

der

atio

ns

Page 106: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

102

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.8

Exp

lain

the

import

ance

of

test

ing p

ropose

d

pro

duct

s and s

ervi

ces

with o

ther

peo

ple

and

des

crib

e how

to d

o s

o

1.9

Exp

lain

the

import

ance

of havi

ng r

ealis

tic

and

achie

vable

tar

get

s fo

r m

arke

ting a

nd s

ales

1.1

0

Exp

lain

how

to d

evel

op s

ales

and m

arke

ting t

arget

s

1.1

1

Exp

lain

the

import

ance

of

bei

ng a

ble

to e

valu

ate

sale

s and m

arke

ting p

lans

1.1

2

Exp

lain

ways

of m

onitoring a

nd e

valu

atin

g

mar

keting a

nd s

ale

s

2

Be

able

to p

lan m

arke

ting

and s

ale

s 2.1

Res

earc

h t

he

mar

ket

acco

rdin

g t

o t

he

serv

ice

bei

ng

offer

ed

2.2

Id

entify

exi

stin

g a

nd n

ew t

rends

in t

he

indust

ry

2.3

Id

entify

com

pet

itors

and a

nal

yse

thei

r st

rength

s an

d w

eakn

esse

s in

com

par

ison t

o o

wn

2.4

Id

entify

the

types

of

clie

nt

who m

ight

be

inte

rest

ed

in t

he

serv

ices

and t

he

ben

efits

they

are

looki

ng for

2.5

D

evel

op a

nd c

ost

ser

vice

s th

at w

ill b

e att

ract

ive

to

pote

ntial

clie

nts

2.6

Tes

t th

ese

serv

ices

with o

ther

peo

ple

and o

bta

in

thei

r fe

edback

2.7

Set

rea

listic

and a

chie

vable

mark

etin

g a

nd s

ale

s ta

rget

s w

ithin

def

ined

tim

esca

les

2.8

D

ecid

e how

to e

valu

ate

the

mark

etin

g a

nd s

ale

s as

pec

ts o

f th

e se

rvic

e

Page 107: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

103

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Under

stan

d h

ow

to m

arke

t se

rvic

es

3.1

Id

entify

the

bes

t w

ays

of re

achin

g p

ote

ntial

clie

nts

3.2

D

escr

ibe

the

‘imag

e’ c

lients

may

have

of

the

types

of

serv

ices

off

ered

and h

ow

to d

evel

op a

n im

age

that

is

uniq

ue

3.3

Exp

lain

how

to p

rese

nt

serv

ices

so t

hat

they

and

thei

r ben

efits

will

be

attr

active

to c

lients

3.4

D

escr

ibe

diffe

rent

ways

to p

rese

nt/

mar

ket

the

serv

ices

3.5

Exp

lain

the

import

ance

of

bei

ng p

roact

ive

in

mar

keting a

nd r

each

ing p

ote

ntial

clie

nts

3.6

Exp

lain

the

import

ance

of

pro

moting t

he

valu

e an

d

ben

efits

of th

e se

rvic

es t

o c

lients

3.7

Exp

lain

the

import

ance

of

monitoring t

he

effe

ctiv

enes

s of

mar

keting a

nd s

ales

act

ivitie

s

3.8

Exp

lain

how

to o

verc

om

e pro

ble

ms

and im

pro

ve

serv

ices

3.9

D

escr

ibe

met

hods

of m

onitoring m

arke

ting a

nd

sale

s

Page 108: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

104

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Be

able

to m

arke

t se

rvic

es

4.1

Id

entify

the

bes

t w

ays

to r

each

pote

ntial

clie

nts

4.2

Pr

esen

t th

e se

rvic

es s

o t

hat

they

are

att

ract

ive

to

pote

ntial

clie

nts

4.3

Pr

om

ote

the

valu

e and b

enef

its

of th

e se

rvic

es t

o

clie

nts

4.4

Kee

p t

rack

of m

arke

ting a

nd s

ales

and c

om

par

e w

hat

is

bei

ng a

chie

ved w

ith s

et t

arget

s

4.5

Fi

nd w

ays

of im

pro

ving m

arke

ting a

nd s

ales

Page 109: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

105

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Under

stan

d h

ow

to s

ell

serv

ices

dir

ectly

to c

lients

5.1

Exp

lain

the

import

ance

of

bei

ng p

roact

ive

in s

ellin

g

without

giv

ing t

he

impre

ssio

n o

f ‘the

hard

sel

l’ an

d

des

crib

e how

to d

o s

o

5.2

Exp

lain

why

it is

import

ant

to c

orr

ectly

iden

tify

cl

ient’s

nee

ds

and e

xpec

tations

in r

elat

ion t

o t

he

serv

ices

off

ered

5.3

Exp

lain

how

to iden

tify

ser

vice

s th

at m

atch

or

com

e cl

ose

to c

lient’s

nee

ds

and e

xpec

tations

5.4

Exp

lain

the

import

ance

of

ensu

ring a

ccura

te

info

rmat

ion is

pro

vided

esp

ecia

lly in r

elat

ion t

o

legal

req

uirem

ents

cove

ring t

rade

des

crip

tions

and

sale

of

goods

5.5

Exp

lain

the

import

ance

of

giv

ing c

lients

the

opport

unity

to a

sk q

ues

tions

and d

iscu

ss t

he

serv

ices

and t

hei

r ben

efits

5.6

Id

entify

buyi

ng s

ignal

s th

at

a c

lient

mig

ht

giv

e an

d

how

they

can

be

use

d t

o h

elp m

ove

the

sale

on

5.7

Exp

lain

the

import

ance

of neg

otiat

ing s

ervi

ces

that

m

eet

both

ow

n n

eeds

and t

hat

of th

e cl

ient

5.8

Exp

lain

how

to c

onfirm

the

clie

nt

is r

eady

to

com

ple

te t

he

sale

without

maki

ng t

hem

fee

l ru

shed

an

d w

hy

this

is

an im

port

ant

stag

e

5.9

Exp

lain

why

it is

import

ant

to a

gre

e te

rms

with t

he

clie

nt

and h

ow

to d

o s

o

5.1

0

Outlin

e th

e re

leva

nt

docu

men

ts t

hat

nee

d t

o b

e co

mple

ted a

nd w

hy

thes

e are

im

port

ant

Page 110: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 D

iplo

ma

in P

erso

nal

Tra

inin

g (

QCF)

:–

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

106

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Be

able

to s

ell se

rvic

es

direc

tly

to c

lients

6.1

Id

entify

clie

nt’s

nee

ds

and e

xpec

tations

6.2

Sugges

t se

rvic

es t

hat

mee

t cl

ient’s

nee

ds

and

expec

tations

6.3

Pr

ovi

de

info

rmat

ion a

bout

the

serv

ices

and t

hei

r ben

efits

clea

rly,

acc

ura

tely

and in a

way

that

will

m

otiva

te t

he

clie

nt

to t

ake

them

up

6.4

G

ive

the

clie

nt

full

opport

unity

to a

sk q

ues

tions

and

dis

cuss

the

serv

ices

and t

hei

r ben

efits

and,

if

nec

essa

ry,

thin

k ab

out

thei

r dec

isio

n

6.5

Id

entify

buyi

ng s

ignal

s fr

om

the

clie

nt

and u

se

thes

e to

move

the

sale

on

6.6

O

ffer

and a

gre

e a

serv

ice

that

mee

ts o

wn n

eeds

and t

hose

of th

e cl

ient

6.7

Ensu

re t

he

clie

nt

is r

eady

to c

om

mit t

hem

selv

es t

o

the

sale

6.8

Agre

e te

rms

with t

he

clie

nt

and m

ake

sure

they

are

sa

tisf

ied w

ith t

he

sale

6.9

Ensu

re a

ll re

leva

nt

docu

men

ts a

re c

om

ple

ted

Page 111: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

107

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

7

Under

stan

d h

ow

to f

ollo

w

up m

arke

ting a

nd c

lient

enquirie

s

7.1

Exp

lain

the

import

ance

of

keep

ing u

p t

o d

ate

info

rmat

ion o

n m

arke

ting a

nd c

lient

enquirie

s

7.2

O

utlin

e th

e fe

ature

s of a

clie

nt

serv

ice

man

agem

ent

syst

em a

nd h

ow

to c

hoose

a m

ethod t

hat

is

most

ap

pro

priat

e to

the

busi

nes

s/se

rvic

e offer

ed

7.3

O

utlin

e th

e le

gal an

d o

rgan

isat

ional

req

uirem

ents

fo

r dat

a p

rote

ctio

n a

nd h

ow

to e

nsu

re t

hat

they

are

fo

llow

ed

8

Be

able

to f

ollo

w u

p

mar

keting a

nd c

lient

enquirie

s

8.1

D

evel

op a

nd k

eep u

p-t

o-d

ate

a cl

ient

serv

ice

man

agem

ent

syst

em

8.2

Kee

p in r

egula

r co

nta

ct w

ith e

xist

ing c

lients

and

with t

hose

who h

ave

mad

e en

quirie

s

8.3

Pr

ovi

de

exis

ting c

lients

and p

rosp

ective

clie

nts

with

info

rmat

ion o

n n

ew a

nd e

xist

ing s

ervi

ces

8.4

Res

pond p

rom

ptly

and p

osi

tive

ly t

o furt

her

en

quirie

s and m

ake

effort

s to

obta

in n

ew b

usi

nes

s

8.5

Fo

llow

all

legal

and o

rgan

isational

req

uirem

ents

for

dat

a pro

tect

ion

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________

Page 112: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

108

Further information

Our customer service numbers are:

BTEC and NVQ 0844 576 0026

GCSE 0844 576 0027

GCE 0844 576 0025

The Diploma 0844 576 0028

DiDA and other qualifications 0844 576 0031

Calls may be recorded for training purposes.

Useful publications

Related information and publications include:

Centre Handbook for Edexcel QCF NVQs and Competence-based Qualifications published annually

functional skills publications – specifications, tutor support materials and question papers

Regulatory Arrangements for the Qualification and Credit Framework (published by Ofqual, August 2008)

the current Edexcel publications catalogue and update catalogue.

Edexcel publications concerning the Quality Assurance System and the internal and standards verification of vocationally related programmes can be found on the Edexcel website.

NB: Some of our publications are priced. There is also a charge for postage and packing. Please check the cost when you order.

How to obtain National Occupational Standards

To obtain the National Occupational Standards please go to: www.ukstandards.org.uk.

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N028973 – Specification – Edexcel Level 3 NVQ Diploma in Personal Training (QCF): Issue 1 – August 2011 © Pearson Education Limited 2011

109

Professional development and training

Edexcel supports UK and international customers with training related to NVQ and BTEC qualifications. This support is available through a choice of training options offered in our published training directory or through customised training at your centre.

The support we offer focuses on a range of issues including:

planning for the delivery of a new programme

planning for assessment and grading

developing effective assignments

building your team and teamwork skills

developing student-centred learning and teaching approaches

building functional skills into your programme

building effective and efficient quality assurance systems.

The national programme of training we offer can be viewed on our website (www.edexcel.com/training). You can request customised training through the website or by contacting one of our advisers in the Training from Edexcel team via Customer Services to discuss your training needs.

The training we provide:

is active

is designed to be supportive and thought provoking

builds on best practice

may be suitable for those seeking evidence for their continuing professional development.

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N028973 – Specification – Edexcel Level 3 Diploma in Personal Training (QCF):– Issue 1 – August 2011 © Pearson Education Limited 2011

110

Page 115: Edexcel NVQ/competence-based qualifications · Our specialist suite of qualifications include NVQs and competency based qualifications, Apprenticeships, WorkSkills, Functional Skills,

N028973 –

Spec

ific

atio

n –

Edex

cel Le

vel 3 N

VQ

Dip

lom

a in

Per

sonal

Tra

inin

g (

QC

F):

Issu

e 1 –

August

2011 ©

Pea

rson E

duca

tion L

imited

2011

111

Annex

e A

: Pro

gres

sion

pat

hw

ays

The

Edex

cel qual

ific

atio

n f

ram

ewor

k fo

r th

e A

ctiv

e Le

isure

and L

earn

ing

sect

or

Level

Gen

era

l q

uali

fica

tio

ns

Dip

lom

as

BTE

C v

oca

tio

nall

y-

rela

ted

q

uali

fica

tio

ns

BTEC

sp

eci

ali

st

qu

alifi

cati

on

/

pro

fess

ion

al

NV

Q/

com

pete

nce

5

BTEC H

ND

Dip

lom

as

in:

– S

port

– S

port

and E

xerc

ise

Sci

ence

s

4

BTEC H

NC D

iplo

mas

in

:

– S

port

– S

port

and E

xerc

ise

Sci

ence

s

N

VQ

in S

pec

tato

r Saf

ety

Manag

emen

t

3

Adva

nce

d S

ubsi

dia

ry

GCEs

in:

– P

hys

ical

Educa

tion

– L

eisu

re S

tudie

s

Adva

nce

d G

CEs

in:

– P

hys

ical

Educa

tion

– L

eisu

re S

tudie

s

Prin

cipal Le

arnin

g a

nd

Additio

nal

and

Spec

ialis

t Le

arnin

g in

Sport

and A

ctiv

e Le

isure

BTEC ‘N

ational

s’ in:

– S

port

– S

port

and E

xerc

ise

Sci

ence

s

BTEC C

ertifica

te a

nd

Dip

lom

a in

Sai

ling a

nd

Wate

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Annexe B: Quality assurance

Key principles of quality assurance

A centre delivering Edexcel qualifications must be an Edexcel recognised centre and must have approval for qualifications that it is offering.

The centre agrees, as part of gaining recognition, to abide by specific terms and conditions relating to the effective delivery and quality assurance of assessment. The centre must abide by these conditions throughout the period of delivery.

Edexcel makes available to approved centres a range of materials and opportunities to exemplify the processes required for effective assessment and provide examples of effective standards. Approved centres must use the guidance on assessment to ensure that staff who are delivering Edexcel qualifications are applying consistent standards.

An approved centre must follow agreed protocols for: standardisation of assessors; planning, monitoring and recording of assessment processes; internal verification and recording of internal verification processes and dealing with special circumstances, appeals and malpractice.

Quality assurance processes

The approach to quality assured assessment is made through a partnership between a recognised centre and Edexcel. Edexcel is committed to ensuring that it follows best practice and employs appropriate technology to support quality assurance processes where practicable. The specific arrangements for working with centres will vary. Edexcel seeks to ensure that the quality-assurance processes it uses do not inflict undue bureaucratic processes on centres, and works to support them in providing robust quality-assurance processes.

The learning outcomes and assessment criteria in each unit within this specification set out the standard to be achieved by each learner in order to gain each qualification. Edexcel operates a quality-assurance process, designed to ensure that these standards are maintained by all assessors and verifiers.

For the purposes of quality assurance, all individual qualifications and units are considered as a whole. Centres offering these qualifications must be committed to ensuring the quality of the units and qualifications they offer, through effective standardisation of assessors and internal verification of assessor decisions. Centre quality assurance and assessment processes are monitored by Edexcel.

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The Edexcel quality-assurance processes will involve:

gaining centre recognition and qualification approval if a centre is not currently approved to offer Edexcel qualifications

annual visits to centres by Edexcel for quality review and development of overarching processes and quality standards. Quality review and development visits will be conducted by an Edexcel quality development reviewer

annual visits by occupationally competent and qualified Edexcel Standards Verifiers for sampling of internal verification and assessor decisions for the occupational sector

the provision of support, advice and guidance towards the achievement of National Occupational Standards.

Centres are required to declare their commitment to ensuring quality and appropriate opportunities for learners that lead to valid and accurate assessment outcomes. In addition, centres will commit to undertaking defined training and online standardisation activities.

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Annexe C: Centre certification and registration

Edexcel Standards Verifiers will provide support, advice and guidance to centres to achieve Direct Claims Status (DCS). Edexcel will maintain the integrity of Edexcel QCF NVQs/competence qualifications through ensuring that their awarding is secure. Where there are quality issues identified in the delivery of programmes, Edexcel will exercise the right to:

direct centres to take action

limit or suspend certification

suspend registration.

The approach of Edexcel in such circumstances is to work with the centre to overcome the problems identified. If additional training is required, Edexcel will aim to secure the appropriate expertise to provide this.

What are the access arrangements and special considerations for the qualifications in this specification?

Centres are required to recruit learners to Edexcel qualifications with integrity.

Appropriate steps should be taken to assess each applicant’s potential and a professional judgement should be made about their ability to successfully complete the programme of study and achieve the qualification. This assessment will need to take account of the support available to the learner within the centre during their programme of study and any specific support that might be necessary to allow the learner to access the assessment for the qualification. Centres should consult Edexcel’s policy on learners with particular requirements.

Edexcel’s policy on access arrangements and special considerations for Edexcel qualifications aims to enhance access to the qualifications for learners with disabilities and other difficulties (as defined by the 1995 Disability Discrimination Act and the amendments to the Act) without compromising the assessment of skills, knowledge, understanding or competence. Please refer to Access Arrangements and Special Considerations for BTEC and Edexcel NVQ Qualifications for further details. www.edexcel.com.

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Annexe D: Assessment requirements/strategy

Assessment strategy for active leisure, learning and wellbeing

Introduction

This document sets out the recommendations of SkillsActive, the Standards Setting Body for Active Leisure and Learning, for the assessment and quality control systems required for the National and Scottish Vocational Qualifications that come under its umbrella. An annexe for each qualification will be added to this generic document to detail any specific requirements to that qualification, or suite of qualifications.

SkillsActive, representing employment interests in the sector, is interested in the continuing availability of high-quality qualifications that are fit for purpose, command public confidence and are understood by those taking them and those who use them for recruitment, or for other, purposes. The Sector Skills Council has long advocated that consistent standards are maintained across the awarding bodies who deliver the Scottish and National Vocational Qualifications on behalf of the industry.

This document is built around the following fundamental principles that SkillsActive has advocated for some time:

National Occupational Standards establish the benchmark of competent performance in the sector

S/NVQs should be assessed over a period of time in the workplace

assessment of an individual’s competence should be rigorous, efficient and cost effective using approaches that have the support of employers, the awarding bodies and other interest groups

S/NVQs, because they are rooted in these standards, must therefore be seen as different from traditional qualifications in their application in the industry

competence in the workplace is unique and has to be seen as different from training.

Background

The current provision of NVQ/SVQ awards in Sport, Recreation and Allied Occupations and Active Leisure and Learning extends across Levels 1 to 4. These are currently offered by six awarding bodies, one for Scotland and the remainder in the rest of the UK.

This is the 3rd version of SkillsActive (formally SPRITO’s) Assessment Strategy, which builds on the strategy which was approved by PSAG initially in September 1999 and re-recognised in July 2002.

The Sector Skills Council’s guiding principle is ‘to act as the guardian of the industry’s National Occupational Standards,’ to this end the industry has realised that a documented assessment strategy that lays down the overarching principles of assessment is vital to maintain the reliability and validity of these awards in the future, particularly if even more awarding bodies wish to offer these NVQs and SVQs, and they are to remain of value to employers.

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The aim of the strategy is to build and improve on the current system and this document sets out the definitive requirements of the industry for all those who provide these qualifications.

Overarching assessment principles

It is crucial to SkillsActive that ‘the industry’ has confidence in the application of its National Occupational Standards, together with the industry values statements/code of ethics. This demands that those involved in the assessment process at every level, display an understanding, and have experience, of the technical and occupational requirements of the active leisure and learning industry and the sub-sectors they are involved with; as well as a thorough and consistent interpretation of S/NVQ assessment principles.

The industry has consistently and firmly placed both its National Occupational Standards and Scottish and National Vocational Qualifications in the world of work.

Key components of the assessment strategy

National Occupational Standards can be used for a variety of purposes, and the following sections apply where formal assessment of the NOS is necessary for qualification and accreditation purposes, to achieve the key principles set out above. These requirements are in addition to, and in no way conflict with, the generic criteria that awarding bodies must meet for the delivery of NVQ/SVQs, as required by the QCA’s NVQ Code of Practice and the relevant sections of the SQA’s SVQ Criteria and Guidance for awarding bodies.

1. The layout of the National Occupational Standards

The SSC has been very careful to incorporate current best practice in the way its National Occupational Standards are laid out and expressed. Awarding bodies must use the National Occupational Standards as accredited by UKCG.

Great care has been taken to ensure that the National Occupational Standards are able to be properly assessed in ways which promote validity, reliability and fairness.

2. Assessment Methodology, Evidence Requirements and aspects of them that must be assessed in the workplace

SkillsActive has defined which aspects of its National Occupational Standards must always be assessed through performance in the workplace, even those for which assessment through simulation is allowed (this is discussed in a later section). Quality assessment, for most aspects of these National Occupational Standards, cannot be achieved without regular access to the workplace.

The SSC intends to work closely with the awarding bodies to indicate the ways in which this is best assessed by providing guidance on the nature and type of assessment. In all cases candidate performance must be assessed in the workplace, although it will be made clear which aspects of the range must be assessed through performance evidence and which aspects could be assessed using supplementary evidence through scenarios, case studies, questioning etc.

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The SSC will work with the awarding bodies to develop and agree qualification specific annexes for each of the separate S/NVQs that are submitted to UKCG, and these will be attached to this assessment strategy.

It is incumbent upon each Awarding Body to ensure that all candidate assessment captures the fundamentals expressed in this document and incorporates that detailed in any relevant annexe.

The information contained in the annexe will amplify the generic statements into context/occupationally specific requirements such as the need for assessors to hold specific qualifications.

3. Design of the National and Scottish Vocational Qualifications

SkillsActive carefully designs each of its S/NVQs to ensure that they contain opportunities for transfer and progression and that they are flexible enough to meet the differing requirements of both large and small employers, indoor and outdoor environments as well as the public, private and voluntary sectors. This assessment strategy supports flexibility in the use of the qualifications by a variety of employers and candidates, and tries not to place barriers to access through imposing unnecessary rigidity to the process.

Given the flexibility of the mandatory and optional structures on which the NVQs and SVQs are based there should be no reason for a candidate to attempt a unit for which they have no workplace assessment opportunities on a consistent basis. 4. External Quality Control

SkillsActive believes that external quality control will be achieved by the following measures:

the monitoring and standardisation of assessment decisions through a system of assessment and verification.

The monitoring and standardisation of assessment decisions will be achieved by a robust and strengthened external verification system underpinned by risk rating and management.

4.1. External Verifiers and External Verification

From active and ongoing research, which started in the latter part of 1999, the SSC has confirmed that employers value a strengthening of the External Verification process rather than the introduction of some other ‘independent’ measure(s), which may prove to be a barrier to candidate access and take up.

SkillsActive expects:

EVs to command respect from their peers in the occupational sector of the industry and the application of the criteria in the sections below will ensure this

every Awarding Body to seek advice, if and when required, from the SSC, on the technical qualifications, experience and competence of prospective External Verifiers in the selection and deployment of EVs. Action taken as a result of the advice to be fed back to the SSC

to provide, if necessary, input to the EV training days.

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meet with every Awarding Body as necessary to understand the quality assurance processes being used

SkillsActive has worked with its industry partners and the awarding bodies to develop criteria to measure the occupational competence of external verifiers and ensure the consistency of its advice. In addition to the requirements of the Code of Practice and the SVQ criteria, awarding bodies should ensure that prospective External Verifiers:

hold Verifier Unit V2 and it is recommended, also hold the Assessor Units A1 and A2 (new External Verifiers should be given a clear action plan for achieving unit V2)

demonstrate knowledge and understanding of, and support for, the Sector's Values Statements and Codes of Ethics and how they are applied in assessment

match the technical criteria which are developed for each occupational area or sporting context to ensure their current technical competence in relation to verifying the units being assessed

be occupationally competent in the area appropriate to the level of the qualifications they are to be verifying

provide evidence of knowledge, understanding and application of the National Occupational Standards together with Technical Definitions where appropriate

be committed to the application, further development and refinement of the National Occupational Standards and SVQs/NVQs

demonstrate a commitment to uphold the integrity of the National Occupational Standards and prevent their misuse.

are aware of national issues affecting vocational education, training and qualifications in the sector

provide evidence of knowledge of the Active Leisure and Learning framework of qualifications

be committed to the content and guidance provided in the current edition of the SSC’s Assessment Strategy

demonstrate their ability to maintain credibility with the sector and to retain the confidence of the industry through commitment to ongoing personal and professional development.

External Verifiers must sample the work of all assessors.

All new assessment centres should be approved by their external verifier before any candidates are registered; the frequency of centre visits for existing and new centres should conform to the risk assessment and management process requirements.

4.2. Risk rating and risk management

SkillsActive anticipates that improvements in awarding body approaches to gathering, monitoring and analysing statistical data will improve the overall rigour of external verification and the SSC will assist awarding bodies to do this. The industry welcomes the development of a system of risk rating and risk management. SkillsActive believes that such systems of risk rating and risk management will ensure that external verification, monitoring control

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and support mechanisms are put into place according to each centre’s level of risk. The systems, currently being developed by the awarding and regulatory bodies, will offer substantial enhancements to the quality control systems for NVQs and SVQs. SkillsActive will be prepared to discuss adaptations to this strategy following detailed discussions with individual awarding bodies about their risk strategies so that the SSC is re-assured that any adaptations only serve to strengthen quality and not undermine it.

The systems for risk rating and risk management should be reviewed and revised, as appropriate, following any guidance issued to awarding bodies from the regulatory bodies.

Where risk is identified, SkillsActive suggests that one or more of the following actions could be taken by the external verifier/Awarding Body:

conduct a spot visit at short notice

meet and/or observe each candidate or a larger sample of the candidates at the centre in question and compare assessment materials

increase the frequency of verification visits

conduct candidate and/or employer interviews, as required, over the telephone

or other action appropriate to reducing the risk.

4.3. Internal verification

The SSC has worked with its industry partners and the awarding bodies to develop criteria to measure the occupational competence of Internal Verifiers:

Internal Verifiers are appointed by an approved centre and approved by the awarding body through their External Verifier.

Internal Verifiers should only verify the decisions of assessors that fall within their acknowledged area of technical and occupational competence. Internal Verifiers should be in a position to influence an approved centre’s assessment policy and to facilitate the assessment process and should be one of the following:

employed by the same organisation (approved centre) as the assessors or

working in partnership with, and drawing on evidence from, assessors’ organisation(s)(approved centre).

The prospective Internal Verifier should:

hold Verifier Unit V1 and it is recommended, also hold the Assessor Units A1 and A2 (new Internal Verifiers should be given a clear action plan for achieving unit V1)

meet the technical criteria developed for each occupational area or sporting context to ensure their technical competence in relation to the units being assessed

provide evidence of recent experience in the occupational area.

provide evidence of knowledge, understanding and application of the National Occupational Standards with the assessment specification.

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provide evidence of knowledge, understanding and support of the relevant Sport and Recreation Values Statements

demonstrate a commitment to uphold the integrity of the National Occupational Standards and prevent their misuse

provide evidence of their ability to maintain occupational competence and to participate in IV/assessor training initiatives for continuous professional development

approved centres may have additional generic criteria and personnel specifications in addition to the above.

The Internal Verifier is responsible for the consistency of standards across all portfolios.

Internal Verifiers should observe each assessor conducting candidate assessments at regular intervals. The reliability, validity and authenticity of evidence must be checked during these observations.

4.4. Awarding Bodies Forum

SkillsActive has worked closely with all its awarding bodies to establish the Awarding Bodies Forum. It is a requirement for all awarding bodies offering the NVQs/SVQs in this sector to:

attend quarterly meetings of the main Active Leisure and Learning Awarding Body Forum

discuss and resolve issues concerning quality control, to ensure the consistent interpretation of the National Occupational Standards across all the awarding bodies

receive updates from industry specialists on current industry developments and initiatives

set and monitor targets for the implementation of the SVQs and NVQs

The Terms of Reference of the Awarding Bodies Forum are designed to improve cross-awarding body standardisation of assessment decisions and issues.

4.5. Independent Assessment

Joint QCA/SQA guidance ‘Developing an assessment strategy for NVQs and SVQs’ requires that ‘a significant part of the assessment for an NVQ or SVQ is carried out in a manner which is demonstrably independent of anyone who might have a vested interest in the outcome of the assessment decision’.

SkillsActive has concluded that risk assessment and management of centres is the best method to ensure external quality control for this strategy.

The NVQ/SVQ is the confirmation of an individual’s competence in the workplace over a period of time. The gathering of performance evidence through observation or products of work is the preferred assessment method and these requirements are to be itemised in a series of qualification specific annexes to capture the requirements of every standard together with the types of additional evidence suitable for proving that standard. Centres should be encouraged to develop standard banks of questions to cover the required depth of underpinning knowledge and the requirements of that work location.

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The SSC continues to support the conclusion that independent assessment is not required for this strategy as external quality control is fulfilled via the risk assessment and management of centres.

5. Workplace assessment

5.1. Assessment centres must:

ensure that candidates have access to the resources commonly in use in the industry and that the pressures and constraints of the workplace are properly reflected

ensure that the principles and values of the occupational area(s) are embedded in the operation of the workplace

demonstrate a commitment to quality and good practice which may include the pursuit of other schemes which recognise industry best practice

ensure that assessment sites conform with health and safety requirements and good health and safety practice is reflected in assessment

maintain a register of all assessors and Internal Verifiers

provide evidence of their plans to keep Assessors and Internal Verifiers updated with current industry requirements where applicable, the SSC will provide advice on the minimum ‘resource requirements’ needed by an approved assessment centre to provide adequate experience to the candidate.

5.2. Assessors

Assessors are appointed by an approved centre and approved by the awarding body through their occupationally competent External Verifier. They should only assess in their acknowledged area of technical and occupational competence.

Assessors should be one of the following:

employed by the same organisation as the candidate, or

working in partnership with, and drawing on evidence from, the candidate’s organisation, or

an expert brought in to supplement the expertise of the candidate’s own organisation or as an additional external method of quality assurance.

The prospective assessor should:

hold the Assessor Units A1 and A2 [new assessors should have a clear action plan for achieving units A1 and A2. An assessor or verifier who has gained certification must support assessment decisions by assessors who are still working towards certification.]

meet the technical criteria developed for each occupational area or sporting context to ensure their technical competence in relation to the units being assessed.

provide evidence of recent experience and competence in the occupational area to the level of the qualification(s) they wish to assess.

provide evidence of knowledge, understanding and application of the National Occupational Standards with the assessment specification.

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provide evidence of knowledge, understanding and support of the relevant Active Leisure and Learning Values Statements and how they are applied in assessment

demonstrate a commitment to uphold the integrity of the National Occupational Standards and prevent their misuse

provide evidence of their ability to maintain occupational competence and to participate in assessor training initiatives for continuous professional development

approved centres may have additional generic criteria and personnel specifications in addition to the above.

All assessors who operate within the S/NVQ system should gain A1 and A2 Assessment Units, thereby confirming their ability to utilise the full range of tools required to properly assess the individual at work over a period of time.

5.3. Witness testimony

SkillsActive recognises that for the assessment of workplace performance to be as natural and efficient as possible, the use of witness testimony should be encouraged, and has a crucial role in the collection of evidence.

Witnesses must be fully briefed and clear about the purpose and use of the testimony and should be encouraged to achieve Unit L20 ‘Support the achievement of competence in the workplace’. Any relationship between the witness and candidate should be declared and recorded for internal and external verification purposes.

Witnesses must be able to demonstrate that they have the necessary expertise in the relevant area and their testimony should:

be specific to the activities or product

give a brief description of the circumstances of the observation

give a brief description of the background of the witness and the observed activity

identify the aspects of competence demonstrated

be signed and dated.

The assessor should carefully check the witness testimony against the points listed above.

6. Simulation

Simulation should only be used where it is difficult to collect evidence through a real work situation, the real work environment or within an acceptable time frame. Simulations will usually deal with contingencies such as unexpected problems, emergencies, or other incidents which will not necessarily occur frequently. Such instances are specified within the individual annexes for qualifications or suites of qualifications.

The awarding bodies must issue adequate guidance to their centres as to how these simulations should be planned and organised. In general this guidance must ensure that the demands on the candidate during simulation are neither more or less than they would be in a real work environment/situation. In particular:

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all simulations must be planned, developed and documented by the centre in a way that ensures the simulation correctly reflects what the standard seeks to assess and be approved by the external verifier

all simulations should follow these documented plans

the physical environment for the simulation must be as realistic as possible and draw on real resources that would be used in the industry

where simulations are used they must be based in a realistic work environment and must be based on current working practice

the use of simulation will be monitored by the external verifier to ensure that where simulations are used, they are based in a realistic work environment.

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Annexe to the Assessment Strategy for Active Leisure, Learning and Well-being: Level 3 Diploma in Personal Training NVQ

Background

In July 2002, PSAG approved the assessment strategy submitted by SkillsActive, the recognised standards setting body for the active leisure, learning and well-being sector. This was updated in 2007. The strategy sets out the recommendations for the assessment and quality control systems required for national vocational qualifications coming under the active leisure, learning and well-being umbrella. The strategy makes clear that certain sections may require a qualification specific annex to detail any specialist requirements which could not be contained in the generic document.

Occupational competence for assessors, internal and external verifiers for the Level 3 Personal Training

The following sections set out the criteria for their appointment;

Assessors

Meet the technical criteria developed for each occupational area or sporting context to ensure their technical competence in relation to the units being assessed.

Internal verifiers

Meet the technical criteria developed for each occupational area or sporting context to ensure their technical competence in relation to the units being assessed.

External verifiers

Match the technical criteria which are developed for each occupational area or sporting context to ensure their current technical competence in relation to verifying the units being assessed.

What follows are the specific criteria for the level 3 in Personal Training and they apply equally to prospective external and internal verifiers and assessors, who must have1:

A discipline specific qualification equivalent to the Level 3 Award/Certificate/Diploma in Personal Training NVQ, or equivalent (SkillsActive will provide guidance on “equivalence” through reference to the Register of Exercise Professionals)

Knowledge of, and commitment to, the active leisure, learning and well-being values statement for all staff and the Exercise and Fitness Code of Ethical Practice as well as any specific values that relate to the working contexts in which the level 3 is being achieved.

All the other requirements specified in the assessment strategy should be consistently applied, those listed here are supplementary.

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Resources

The specific requirements for the Level 3 Diploma in Personal Training NVQ include:

Sufficient space for the safe and effective delivery of the Exercise and fitness discipline/activity (this should take into account health and safety requirements, equal opportunities practice (e.g. taking into account any special requirements or disabilities of learners), and the number of learners being assessed. The space required will be determined by the discipline/ activity eg exercise to music will require a studio space)

Sufficient and safe equipment that is fit for purpose and in good working order enabling all aspects of the standards to be met (this should take into account the need to keep appropriate records regarding the maintenance and calibration of equipment according to manufacturers guidelines. The range of available equipment should enable learners to be assessed in all relevant aspects of the standard according to the evidence requirements. The equipment required will be determined by the discipline/ activity eg for gym a range of free weights, resistance and cardio machines will be required to meet the evidence requirements).

Centre guidance

Given that candidates may embark on this qualification with no Level 2 qualification in the area, it is imperative that centres provide opportunity for candidates to acquire the underpinning knowledge and skills required to enable them to achieve the qualification. For example, candidates may not have previously covered anatomy and physiology for exercise, or planning and instructing gym based exercise, the knowledge of which would be assumed going into this qualification.

General assessment principles

Where should the evidence come from?

The primary target group is exercise instructors whose primary purpose is to develop and implement exercise and physical activity programmes for apparently healthy adults of all ages. Typical settings will be public or private leisure centres, gyms/fitness centres, studio/sports hall, client’s home or other enclosed space or outdoors.

Whatever context the learner is working in, it is essential that their evidence comes from working with real equipment, facilities and customers, as part of temporary or permanent employment. It is very important that evidence is generated from real work activities, not ‘skills test’ type exercises, set up purely for the sake of assessment.

The only exceptions to this requirement are parts of units C22 Promote health, safety and welfare in active leisure and recreation, C22 Promote health, safety and welfare in active leisure and recreation, D460 Design, manage and adapt a personal training programme with clients, D462 Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme, and B242 Plan, market and sell services in active leisure, for which simulation is deemed to be acceptable. In addition, simulation and questioning are allowed for a limited number of items in some other units. These are clearly detailed in the evidence requirements below.

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Where simulation is used, this should follow the requirements of the assessment strategy for this NVQ.

What are the most appropriate assessment methods?

Assessor observations, witness testimony and products of work (for example, programme/session plans, client consultation documentation (screening etc) are likely to be the most appropriate sources of performance evidence.

Supplementary evidence, for example, questioning, projects or assignments may be used where performance evidence (real work activity) is not needed as detailed later in the evidence specifications for each unit.

Questioning to gather supplementary and knowledge evidence can normally be carried out orally. However, oral questioning must be recorded by the assessor, in written form or by other appropriate means.

How much evidence is necessary?

Most of the units require observation by an assessor on more than one occasion. The evidence requirements below show this in more detail.

These observations should not be carried out on the same day. There should be sufficient time between assessments for the assessor to satisfy himself or herself that the learner will be capable of achieving the same standard on a regular and consistent basis. Separating the assessment occasions by a period of at least one month is recommended.

In many cases, two observations will be sufficient. However, more than two may be needed to ensure that there is evidence for everything specified within the unit under ‘assessment requirements or guidance specified by a sector or regulatory body’ (as detailed later in the evidence specifications for each unit).

Where written evidence (usually records of work) is required, there should be evidence from at least two separate occasions, again separated by at least one month. As in the case of observations, it may be necessary to have evidence from more than two occasions to ensure there is sufficient evidence to cover everything specified.

Assessors must be sure that all written evidence is genuinely the learner’s own work and not copied from someone else. Learners should make a statement confirming that the evidence is their own work.

Assessing more than one unit on each occasion

Many of the units within the Level 3 Diploma in Personal Training NVQ link together in a logical way and assessors are encouraged to make use of these links in an efficient and creative way. In many cases there should be no need to assess on a unit-by-unit basis (unless the learner wants unit accreditation only). It would make better use of both the assessor’s and learner’s time to consider and plan how many units could be covered on each assessment occasion.

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For example, the learner will be involved in planning and delivering personal training sessions with clients. This will involve designing, managing and adapting programmes (D460 Design, manage and adapt a personal training programme with clients), delivering exercise and physical activity to clients (D461 Deliver exercise and physical activity as part of a personal training programme), motivating adherence (C317 Motivating clients to maintain long term adherence to exercise and physical activity) and evaluating the sessions (D459 Evaluating exercise and physical activity programmes).

Prior discussion between the learner and assessor with perhaps some negotiation with the learner’s supervisor should make this a productive assessment opportunity. At the beginning of the assessment occasion, the assessor could ‘sit in’ while the learner performs a consultation with a new client and develops a programme tailored to their needs. This will provide evidence for part of D460. The assessor can then observe them taking the client through the planned exercises/physical activities (D461). Both of these activities will also provide assessment evidence for unit C317. The assessor may also ‘sit in’ while the learner reviews the sessions they have planned and delivered. This will provide evidence for D459.

In this way much of the performance evidence for a number of units can be gathered. With another assessment occasion to follow, almost all of the evidence needed will be available. Careful planning and negotiation can make this possible and considerably reduce the number of assessment occasions.

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Assessment guidance and evidence requirements for each unit

Unit 3: Promote health, safety and welfare in active leisure and recreation

Evidence of real work activity

There must be evidence that the learner has met all of the assessment criteria listed against ‘the learner will be able to’ through their own work. This evidence must be gathered by the assessor observing the learner on more than one occasion. There should be sufficient observations to ensure that the learner has met all the requirements.

There must also be evidence that the learner’s work has met the requirements listed under ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

Four types of hazards

Three types of methods

Two types of abuse (including bullying)

Two types of casualty

Two types of qualified assistance

Two types of condition

Two types of people involved

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

Simulation

Simulation is allowed for 5.3, 5.4 and 5.5 and the whole of learning outcomes 7 and 9 only, if there is no naturally occurring evidence is available.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

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Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work in the play setting that they know and understand this technique, there is no requirement for them to be questioned again on this topic.

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Unit 4: Motivate clients to maintain long term adherence to exercise and physical activity

Evidence of real work activity

There must be evidence that the learner has met all of the requirements listed under ‘the learner will be able to’ through their own work. This evidence must be gathered by the assessor observing the learner on more than one occasion. There should be sufficient observations to ensure that the learner has met all the requirements.

There must also be evidence that the learner’s work has met the requirements listed ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

four types of clients.

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

Simulation

Simulation is allowed for 2.10, 6.7 and 6.10, if there is no naturally occurring evidence available.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work that they know and understand this technique (as there should be), there is no requirement for them to be questioned again on this topic.

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Unit 5: Reflect on and develop own practice in providing exercise and physical activity

Evidence of real work activity

There must be evidence that the learner has met all of the requirements listed under ‘the learner will be able to’ through their own work.

There must also be evidence that the learner’s work has met the requirements listed ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

one type of client

six types of professional practice.

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

Simulation

Simulation is not allowed for this unit.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work that they know and understand this technique (as there should be), there is no requirement for them to be questioned again on this topic.

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Unit 6: Evaluate exercise and physical activity programmes

Evidence of real work activity

There must be evidence that the learner has met all of the requirements listed under ‘the learner will be able to’ through their own work. This evidence must be gathered by the assessor observing the learner on more than one occasion. There should be sufficient observations to ensure that the learner has met all the requirements.

There must also be evidence that the learner’s work has met the requirements listed ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

three types of objectives

nine types of programme components

two types of relevant people.

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

Simulation

Simulation is not allowed for this unit.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work that they know and understand this technique (as there should be), there is no requirement for them to be questioned again on this topic.

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Unit 7: Design, manage and adapt a personal training programme with clients

Evidence of real work activity

There must be evidence that the learner has met all of the requirements listed under ‘the learner will be able to’ through their own work. This evidence must be gathered by the assessor observing the learner on more than one occasion. There should be sufficient observations to ensure that the learner has met all the requirements.

There must be evidence that the learner has carried out appropriate screening (e.g. use of the PARQ and informed consent) and taken physical measurements as appropriate for the client, from the following:

blood pressure (manual and digital where available)

anthropometrics (eg height and weight, BMI, waist circumference or waist to hips ratio)

body composition (eg callipers, bio-electrical impedance etc)

cardiovascular fitness (using validated/recognised protocols such as Astrand bike test, Rockport walking test etc)

range of motion (eg using validated/recognised protocols such as sit and reach test, visual assessment during stretch positions etc)

muscular fitness (eg using validated/recognised protocols such as abdominal curl/sit-up test, press-up test etc).

The learner should demonstrate the ability to provide sensitive feedback and any relevant healthy lifestyle advice to clients (within the limits of their knowledge and competence) based on collected information and test results/’norms’.

There must be evidence that a learner has planned a programme using Cardiovascular Machines.

Learners must also show planning for of a minimum of two of the following cardiovascular approaches to training:

interval

Fartlek

continuous

There must be evidence that a learner has planned a programme using the following types of equipment:

resistance machines

free weights; including barbells and dumbbells and cables where available.

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Learners must show planning using different resistance machines and free weights, in a minimum of four of the following resistance approaches to training:

pyramid systems

super-setting

giant sets

tri sets

forced repetitions

pre/post exhaust

negative/eccentric training

muscular strength endurance/muscular fitness.

There must be evidence that a learner has planned a programme to include a minimum of one core stability exercise (eg an exercise to improve muscles associated with stabilisation (local) and mobilisation (global)).

Learners must provide evidence that they have planned a progressive programme for a client ensuring effective integration of all exercises and physical activities to allow clients to achieve short-, medium- and long-term goals. They should demonstrate their ability to review client progress and make any necessary adaptations to the programme where goals are not being achieved or new goals are identified.

Learners must provide evidence that they have planned a progressive programme for a client ensuring effective integration of all exercises and physical activities to allow clients to achieve short-, medium- and long-term goals.

There must also be evidence that the learner’s work has met the requirements listed ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

six types of information

two types of clients

four types of methods

three types of goals

four types of exercises/physical activities.

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

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Simulation

Simulation is allowed for 2.7, if there is no naturally occurring evidence available.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work that they know and understand this technique (as there should be), there is no requirement for them to be questioned again on this topic.

Learners should be able to identify the bones, joints and major muscles listed on pages.

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Unit 8: Deliver exercise and physical activity as part of a personal training programme

Evidence of real work activity

There must be evidence that the learner has met all of the requirements listed under ‘the learner will be able to’ through their own work. This evidence must be gathered by the assessor observing the learner on more than one occasion. There should be sufficient observations to ensure that the learner has met all the requirements.

There must be evidence that a learner has instructed participants in the use of cardiovascular machines.

Learners must also show instructing of a minimum of two of the following cardiovascular approaches to training:

interval

Fartlek

Continuous.

There must be evidence that a learner has instructed participants in the use of the following types of equipment:

resistance machines

free weights; including barbells and dumbbells and cables where available.

Learners must demonstrate correct lifting and passing techniques, including dead lifting the barbell safely from the floor and spotting.

Learners must also show instructing using different resistance machines and free weights, in a minimum of four of the following resistance approaches to training:

pyramid systems

super-setting

giant sets

tri sets

forced repetitions

pre/post exhaust

negative/eccentric training

muscular strength endurance/muscular fitness.

NB the number of machines/items of equipment will depend upon the learner’s plan but the minimum number of training approaches must be adhered to.

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There must be evidence that a learner has instructed participants in a minimum of one core stability exercise (eg an exercise to improve muscles associated with stabilisation (local) and mobilisation (global)).

There must also be evidence that the learner’s work has met the requirements listed ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

three types of clients

two type of resources

four types of exercises

five types of goals

two types of environments.

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

Simulation

Simulation is not allowed for this unit.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work that they know and understand this technique (as there should be), there is no requirement for them to be questioned again on this topic.

Learners should be able to identify the bones, joints and major muscles listed on pages

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Unit 9: Apply the principles of nutrition to support client goals as part of an exercise and physical activity programme

Evidence of real work activity

There must be evidence that the learner has met all of the requirements listed under ‘the learner will be able to’ through their own work. This evidence must be gathered by the assessor observing the learner on more than one occasion. There should be sufficient observations to ensure that the learner has met all the requirements.

Learners must provide evidence of their ability to apply the principles of nutrition to a physical activity programme by collecting and analysing appropriate information and agreeing nutritional goals with clients that are compatible with the analysis, accepted good practice and national guidelines.

There must also be evidence that the learner’s work has met the requirements listed ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

seven types of information

two types of clients

two types of goals.

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

Simulation

Simulation is allowed for 2.2, if there is no naturally occurring evidence available.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

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Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work that they know and understand this technique (as there should be), there is no requirement for them to be questioned again on this topic.

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Unit 10: Plan, market and sell services in active leisure

Evidence of real work activity

There must be evidence that the learner has met all of the requirements listed under ‘the learner will be able to’ through their own work. This evidence must be gathered by the assessor observing the learner on more than one occasion. There should be sufficient observations to ensure that the learner has met all the requirements.

There must also be evidence that the learner’s work has met the requirements listed ‘assessment requirements or guidance specified by a sector or regulatory body’. This must include as a minimum:

two types of market

two types of ways to reach potential clients

two types of ways to present your services

two types of information.

This may be gathered through a combination of assessor observations, witness testimony and/or authentic records of the learner’s work (for example, diaries and/or reflective accounts countersigned by a senior colleague). The remainder may be assessed through supplementary evidence (see below).

Simulation

Simulation is not allowed for this unit.

Use of supplementary evidence

Supplementary evidence should only be used for items under ‘assessment requirements or guidance specified by a sector or regulatory body’ that do not require evidence of real work activity.

Knowledge and understanding

There must be evidence that the learner possesses all of the knowledge and understanding shown in the unit assessment criteria listed against ‘the learner will know how to’. In most cases this can be done by the assessor questioning the learner orally. However, other techniques, such as projects, assignments and/or reflective accounts may also be appropriate.

Assessors should note that some of the knowledge and understanding items require the learner to show that they know and understand how to do something. If there is evidence from the learner’s own work that they know and understand this technique (as there should be), there is no requirement for them to be questioned again on this topic.

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Annexe E: The Register of Exercise Professionals (REPs) Code of Ethical Practice

Background

It is important to establish, publicise and maintain standards of ethical behaviour in fitness instructing practice, and to inform and protect members of the public and customers using the services of exercise professionals.

Physical activity and exercise can contribute positively to the development of individuals. It is a vehicle for physical, mental, personal, social and emotional development. Such development is enhanced if the individual is guided by an informed, thinking, caring and enlightened exercise professional operating within an accepted ethical framework as a self-monitoring professional.

The role of an exercise professional is to:

Identify and meet the needs of individuals

Improve performance or fitness through programmes of safe, effective and enjoyable exercise

Create an environment in which individuals are motivated to maintain participation and improve performance or fitness

Conform to ethical standards in a number of areas – humanity, relationships, cooperation, integrity, advertising, confidentiality and personal standards

This Code of Ethical Practice defines what is best in good practice for professionals in the fitness industry by reflecting on the core values of rights, relationships, responsibilities and standards. The term ‘professional’ is used in a qualitative context in this Code and does not necessarily imply a paid position or person. Exercise professionals who assent to this Code accept their responsibility to people who participate in exercise; to other fitness professionals and colleagues; to their respective fitness associations, professional bodies and institutes; to their employer; and to society.

Where required members must also hold adequate liability insurance.

There are four principles to the Code:

Principle 1 – Rights

‘Exercise professionals will be respectful of their customers and of their rights as individuals’

Compliance with this principle requires exercise professionals to maintain a standard of professional conduct appropriate to their dealings with all client groups and to responsibly demonstrate:

1 Respect for individual difference and diversity

2 Good practice in challenging discrimination and unfairness

3 Discretion in dealing with confidential client disclosure

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Principle 2 – Relationships

‘Exercise professionals will nurture healthy relationships with their customers and other health professionals'

Compliance with this principle requires exercise professionals to develop and maintain a relationship with customers based on openness, honesty, mutual trust and respect and to responsibly demonstrate:

Awareness of the requirement to place the customer’s needs as a priority and promote their welfare and best interests first when planning an appropriate training programme

Clarity in all forms of communication with customers, professional colleagues and medical practitioners, ensuring honesty, accuracy and cooperation when seeking agreements and avoiding misrepresentation or any conflict of interest arising between customers’ and own professional obligations.

Integrity as an exercise professional and recognition of the position of trust dictated by that role, ensuring avoidance of any inappropriate behaviour in all customer relationships.

Principle 3 – Personal Responsibilities

‘Exercise professionals will demonstrate and promote a clean and responsible lifestyle and conduct’

Compliance with this principle requires exercise professionals to conduct proper personal behaviour at all times and to responsibly demonstrate:

The high standards of professional conduct appropriate to their dealings with all their client groups and which reflect the particular image and expectations relevant to the role of the exercise professional working in the fitness industry

An understanding of their legal responsibilities and accountability when dealing with the public and awareness of the need for honesty and accuracy in substantiating their claims of authenticity when promoting their services in the public domain

A responsible attitude to the care and safety of client participants within the training environment and in planned activities ensuring that both are appropriate to the needs of the clients

An absolute duty of care to be aware of their working environment and to be able to deal with all reasonably foreseeable accidents and emergencies – and to protect themselves, their colleagues and clients.

Principle 4 – Professional Standards

‘Exercise professionals will seek to adopt the highest level of professional standards in their work and the development of their career’

Compliance with this principle requires exercise professionals to commit to the attainment of appropriate qualifications and ongoing training to responsibly demonstrate:

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Engagement in actively seeking to update knowledge and improve their professional skills in order to maintain a quality standard of service, reflecting on their own practice, identifying development needs and undertaking relevant development activities.

Willingness to accept responsibility and be accountable for professional decisions or actions, welcome evaluation of their work and recognize the need when appropriate to refer to another professional specialist

A personal responsibility to maintain their own effectiveness and confine themselves to practice those activities for which their training and competence is recognized by the Register

Any alleged professional mis-conduct or avoidance of compliance with the terms of membership of the Register will be referred to the Professional Practice Committee which will consider any need for sanctions against an individual instructor, coach, trainer or teacher.

The appropriate authority(ies) will deal with any criminal allegations. For further details of the Professional Practice Committee, down-load versions of this Code and liability insurance information please go to www.exerciseregister.org.

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Explanation and examples of terms

Casualty

the person who has suffered the injury or illness

Controlling risk

taking action to reduce the risk of a hazard actually causing harm – for example, following correct procedures putting up warning signs when cleaning, removing an unsafe piece of equipment from use or carefully supervising a splash pool

Emergency

depending on the type of workplace, any situation that creates a serious threat to the health and safety of participants, public or members of staff and requires immediate action – for example, drowning, fires, threatening behaviour, missing persons, chemical leaks, etc.

Emergency services

the ambulance, police, fire service, or coastguards

Facility

for example, the buildings and outdoor areas used for sport or activities

Hazard

something that could cause harm to yourself, colleagues, customers or members of the public, for example, lifting and moving heavy equipment, activity equipment being left unattended, wet floors, trailing cables etc.

Hazardous substances

for example, cleaning agents, pool chemicals, fuel, oil etc.

Risk

risk is the likelihood of a hazard actually causing harm; for example a trailing cable is a hazard; if it is lying across a corridor, the risk of an accident occurring is great; if it lies along the wall out of the way of people using the corridor, the risk of an accident is much less.

Health and safety requirements

legal requirements such as the Health and Safety at Work Act, Control of Substances Hazardous to Health or Manual Handling regulations, Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations (RIDDOR), the Activity Centres (Young Persons’ Safety) Act, manufacturers’ guidelines and instructions for the use of equipment or substances etc.

Other people involved

these may be other members of staff or other customers/participants and members of the public apart from the casualty

People with particular needs

for example, people with disabilities or medical conditions which may mean they need special attention following accidents and emergencies

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Qualified assistance

someone who has a recognised first aid qualification or the emergency services

Security breaches

for example, doors which should be locked being left open, suspicious strangers etc.

Situations likely to cause emotional distress

for example, bullying or intimidation

Unsafe behaviour

for example, diving into the shallow end of a pool, breaking the ground rules for an activity, vandalism

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Level 3 NVQ Diploma in Personal Training (QCF) anatomy

Bones

Axial skeleton

Cranium

Cervical Vertebrae

Thoracic Vertebrae

Lumbar Vertebrae

Sacral Vertebrae

Sternum

Ribs

Coccyx

Appendicular skeleton

Scapula

Clavicle

Humerus

Ulna

Radius

Carpals

Metacarpals

Phalanges

Ilium

Ischium

Pubis

Femur

Patella

Tibia

Fibula

Tarsals

Calcaneus

Metatarsals

Joints

Immovable

Slightly Moveable

Synovial

– Gliding

– Pivot

– Ball and Socket

– Hinge

– Condyloid/Ellipsoid

– Saddle

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Major muscles

Pectoralis Major

Deltoids

Biceps

Rectus Abdominis

Obliques

Tranverse Abdominis

Trapezius

Rhomboids

Triceps

Latissimus Dorsi

Erector Spinae

Hip Flexors

Quadriceps

Adductors

Anterior Tibialis

Gluteals

Abductors

Hamstrings

Gastrocnemius

Soleus

Diaphragm

Intercostals

Rotator Cuff

– Teres minor,

– Supraspinatus

– Subscapularis

– Infraspinatus

Shoulder Girdle

– Levator Scapulae

– Pectoralis Minor

– Serratus Anterior

– Trapezius

– Rhomboids major/minor

– Teres Major

Spinal Extensors

– Erector Spinae: Iliocostalis, Longissimus, Spinalis

– Multifidus

– Quadratus Lumborum

Hip Flexors (Iliopsoas)

– Iliacus

– Psoas Major

Adductors

– Magnus

– Brevis

– Longus

– Pectinius

– Gracilis

– Sartorius

Abductors

– Gluteus Medius

– Gluteus Minimus

– Piriformis

– Tensor Fascia Latae

Abdominals

– Internal and External Obliques

– Transverse abdominis

Quadriceps

– Rectus Femoris

– Vastus Lateralis

– Vastus Medialis

– Vastus Intermedius

Hamstrings

– Semitendinosus

– Semimembranosus

– Biceps Femoris

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Annexe F: Additional requirement for qualifications that use the term ‘NVQ’ in a QCF qualification title

Please go to www.ofqual.gov.uk to access the document ‘Operating rules for using the term ‘NVQ’ in a QCF qualification title’.

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