1. Your findings from collecting preliminary client information

1. Your findings from collecting preliminary client information

2. Client level and the reason for choosing this level

3. Limiting factors

4. Outcome goals

5. Behavior goals

6. Which assessments you will record and why/how you will incorporate the results

7. Your recommended nutrition and supplement plan

8. What (if anything) your client will need to discuss with his or her physician

9. Referrals to your professional network (if needed)

10. Proposed appointment scheduling including:

a. Frequency
b. What you will discuss at each appointment

11. A plan of action if you observe a plateau

12. A plan of action if your client changes his or her goals

Be as detailed as possible in your plan.

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