Lesson 2.1: Why Assessments Matter & Scope of Practice

Why Functional Fitness Assessments?

Functional fitness assessments are essential tools for evaluating physical fitness and functional mobility in older adults across a variety of age groups and ability levels. Within the SilverSneakers® Well-Balanced program, two evidence-based assessments have been selected: 

  1. The 4-Stage Balance Test to assess static balance, a fundamental skill for stability.
  2. The 30-Second Chair Stand Test to evaluate lower-body strength and endurance, both crucial components for everyday activities such as rising from a chair or bed.

By conducting both pre- and post-assessments, instructors can clearly demonstrate participant improvement and track progress over time.

Assessments also provide participants with a sense of accomplishment and motivation, helping them see tangible results from their efforts and encouraging continued group exercise class participation.

Connecting with a Healthcare Provider

As an instructor, you play a vital role in supporting participants’ overall health. A key part of your role is to serve as a bridge, not a substitute for medical guidance. As an instructor you can:

  • Encourage Conversations: Invite participants to talk with their primary care provider about participation in the SilverSneakers® Well-Balanced program for fall prevention.
  • Support Self-Advocacy: Remind participants that their healthcare provider can connect assessment results to medical history, medications, and individual conditions.
  • Reinforce Shared Goals: Position SilverSneakers as part of a broader healthcare team working to improve strength, balance, and independence.

Your role is to inspire confidence, while guiding participants to the healthcare providers who can personalize their care.

Scope of Practice

As a group exercise instructor, you play an important role in facilitating assessments, encouraging participation, and supporting a positive class environment. While your impact is meaningful, it’s also important to remain within your professional scope of practice:

  • Educational Role Only: Your responsibility is to safely guide participants through the assessment process and encourage them to track their own progress. You are not acting as a healthcare provider.
  • Neutral Language: Frame results in encouraging, neutral terms (e.g., “This shows where you are starting,” or “This helps you see your progress over 12 weeks”) rather than clinical or diagnostic statements.
  • Participant Responsibility: Each participant is responsible for maintaining and retaining their own scorecard. You should not store participant data or create files that could be considered medical documentation.
  • Boundaries of Advice: You may recommend participation in SilverSneakers classes or other general activities that promote balance, mobility, and strength. However, you should not prescribe exercises beyond your Group Exercise certifying body (organization) and their specific Scope of Practice.
  • Limitations and Referral: Do not interpret results, label participants as “high” or “low” performers, or use terms such as “pass” or “fail.” If a participant asks about their results, avoid speculation. The appropriate response is: “I encourage you to share your results with your primary healthcare provider, who can give you specific guidance.”
  • Confidentiality: Individual scores should not be shared or discussed with others in the group exercise class or with other staff. Results belong to the participant and should be shared only at their discretion.
  • Emergency Role: Respond only as trained and according to your facility’s emergency action plan.

Ultimately, our goal is to empower participants to take ownership of their health. Every participant can benefit from sharing their results and their involvement in the SilverSneakers® Well-Balanced program with their healthcare provider.

Together we can support strength, safety, and independence.

Motivating Participation

Even before participants begin assessments, you can encourage them by highlighting:

  • Why It Matters: Assessments provide a starting point and show progress over time.
  • Daily Life Connection: Results link to real-world activities like climbing stairs or getting up from a chair.
  • Focus on Effort: Emphasize consistency, courage, and effort as much as outcomes.
  • Long-Term Engagement: Celebrating even small improvements helps participants stay engaged and more likely to continue with the program.

In Summary

By respecting scope of practice, reinforcing the healthcare connection, and motivating participants with encouragement, you set the stage for a safe, positive assessment experience. In the next lesson, we’ll focus on how to prepare for functional fitness assessments.