How to Develop a Physical Trainer's Organizational Chart

Whether you are a physical trainer with only a few clients or one with many clients, an effective organizational system keeps you on track so you can help clients reach their goals. Your system might include a calendar, schedule, paperwork filing system and organizational chart. Typically, a corporate organizational chart lists positions and how they rank in the company. A physical trainer's organizational chart will be different. Develop your organizational chart before you start working with clients so your processes and procedures are in place and you know where to keep everything you will need daily.

Instructions

    • 1

      Create your organizational chart based on what you do specifically. As an athletic trainer, your chart may resemble a traditional organizational chart with team players and positions mapped out on it. As a physical trainer in a clinical setting, your organizational chart may need to follow more strict guidelines based on the hospital or facility employing you. As a personal trainer working with individuals, you have more freedom to set up your organizational chart in a way that works best for you.

    • 2

      Establish the purpose of the organizational chart. To track confidential information about each athlete/client and his training, use a notebook, file folder or private place to put this chart. On the other hand, if the purpose is for clients to write down exercises completed and it is fine for this chart to be out in public, you might want to post a large poster-board sized chart or provide access to it. For a layout of team positions and who plays them, you might use organizational chart software to set this up.

    • 3

      Pick a place to keep the organizational chart. It will need to be mobile if you travel to different sites for physical training. Establish a spot in your training room to keep the chart if you train in the same place day in and out. Keep it covered from the elements and in a place you can easily get to if you will be out on the field with it.

    • 4

      List what you must keep in this chart. Items could be client files or copies of athlete's physicals, training plans, liability waivers, heath questionnaires, handouts, emergency plans, incident forms and more. If you will carry this organizational chart with you from site to site, keep essential information in it, but avoid carrying paperwork that you may not need. For example, you need to have training plans so you know what exercises to complete and can keep notes. However, you may not want to carry signed liability waivers or completed physical paperwork with you.

    • 5

      Assemble the organizational chart based on what you do specifically, where you will keep the chart, and what must be in it. Have a place for new client paperwork packets. Set these up beforehand so you have them ready for first-time clients. This is an important part of your organizational system. But decide whether you need to carry all completed paperwork in your organizational chart each time or if you want to leave these in the file cabinet at your office. Have all essentials in your chart and plan for emergencies.