Collaborate with individuals with health and medical conditions to determine and plan their physical activity needs and goals

URN: SKAER1
Business Sectors (Suites): Instructing Physical Activity and Exercise,Exercise and fitness
Developed by: SkillsActive
Approved on: 2025

Overview

This standard outlines the competence needed to engage and support individuals with low-risk health and medical conditions. It involves the initial stage of meeting an individual to build an effective relationship while collecting relevant information to inform an appropriate action plan and programme design.
 
They will normally be working without direct supervision but could be under the direction of health professionals.


Performance criteria

You must be able to:

  1. meet with the individual at an appropriate time and place
  2. explain yours and the individuals' role, responsibilities and expectations in the process
  3. show sensitivity and empathy to individuals’ and the information they provide
  4. effectively communicate with the individual that encourages them to engage openly and honestly
  5. obtain informed consent for the collection of information and physical activity prescription
  6. conduct appropriate screening and safety protocols to establish individuals’ level of risk
  7. source scientific data and information to inform individuals' needs and goals
  8. liaise with other professionals regarding the information received
  9. discuss with individuals the benefits of physical activity for their conditions
  10. liaise with individuals to agree a suitable action plans and goals appropriate to their needs and conditions
  11. ensure the action plans and goals are suitable and adhere to the individual’s level of risk and industry good practice
  12. work in accordance with all relevant legislation, guidelines, policies, procedures and protocols

Knowledge and Understanding

You need to know and understand:

  1. the current legislation, guidelines, policies, procedures and protocols which are relevant to your work practice and to which you must adhere
  2. the principles of anatomy and physiology including skeletal, cardiorespiratory, myofascial, nervous, endocrine, energy, digestive, urinary and lymphatic system.
  3. how to apply anatomy and physiology when planning physical activity programmes for individuals with specified health and medical conditions
  4. the components of health and skill related fitness and how to apply these for individuals with specified health and medical conditions
  5. a range of health and medical conditions and their associated risk factors
  6. how health and medical conditions are medically managed and the impact these have on a quality of life
  7. the limitations health and medical conditions can have on the development of physical activity programmes
  8. the scope and professional boundaries of your practice
  9. the relationship between physical activity and specified health and medical conditions
  10. the importance of establishing roles, responsibilities and expectations at the start to ensure the best outcome
  11. the ethical considerations involved in ongoing maintenance of physical activity behaviour including respecting inter-professional boundaries and individual confidentiality
  12. how your communication skills can influence the quality of information received, the individual’s commitment and motivation
  13. how to gain informed consent from the individual and why this is important
  14. risk stratification processes and how to use this to complete appropriate screening and safety protocols to show whether the individual is at low, medium or high risk of an adverse event occurring during physical activity
  15. your scope of practice and suitable methods of signposting and/or referral to other professionals for those who are deemed higher risk.
  16. how to collect and analyse information using recognised methods and a person-centred approach
  17. credible sources of scientific data and information that can be used to research health and medical conditions and medications
  18. how to interact with others involved in the process
  19. how to plan and agree action plans and SMART goals adhering to the level of risk and current level of ability
  20. how to record goals in an appropriate format

Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary

High risk health and medical conditions
High-risk health conditions are severe or chronic medical issues such as heart disease, cancer, diabetes with complications and respiratory disorders like COPD that significantly increase the risk of serious complications, hospitalisation, or mortality. These conditions require comprehensive screening, specialised assessment and continuous monitoring. The presence of multi-morbidities where a patient has two or more chronic conditions can further increase complexity in clinical decision-making. It may make exercise programming more challenging and push the patient into a higher risk category
 
Low risk health and medical conditions
Health concerns that present minimal likelihood of serious adverse events, exacerbation, or complications during physical activity or standard interventions. These conditions are typically stable and well-controlled through standard treatment protocols.
 
Professional Boundaries
The ethical and interpersonal limits that define appropriate interactions between professionals and their clients. These boundaries help maintain respect, integrity, and objectivity in professional relationships.


Links To Other NOS

This standard links to SKAER2, SKAER3, SKAEAF20


External Links


Version Number

1

Indicative Review Date

2030

Validity

Current

Status

Original

Originating Organisation

Skills Active

Original URN

0

Relevant Occupations

Sports and Fitness Occupations, Advanced Personal Trainer

SOC Code

3443

Keywords

Physical activity, exercise, exercise referral, health and medical conditions