Corporate Wellness Program:
On-Site Fitness Class
Client Intake Form

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Below is a detailed breakdown of the On-Site Fitness Classes for Corporate Wellness Programs Client Intake Form, including insights into its purpose, structure, and the importance of each section. This form is designed to gather comprehensive information to create a tailored fitness program that aligns with the company’s goals, employee preferences, and logistical requirements.

Purpose of the Form

The primary goal of this intake form is to:

1. Understand the company’s wellness objectives and how on-site fitness classes can support them.
2. Assess employee needs and preferences to ensure the program is engaging and effective.
3. Evaluate logistical and budgetary considerations to design a feasible and sustainable program.
4. Build a strong foundation for collaboration between the fitness provider and the company.

Detailed Insights into Each Section

Section 1: Company Information

Purpose: To gather basic details about the company and establish a point of contact.

Key Insights:

• Knowing the company’s size and industry helps tailor the program to the workforce’s unique needs (e.g., a tech company with sedentary employees may need more focus on mobility and stress reduction).
• A designated contact person ensures clear communication throughout the planning and implementation process.

Section 2: Program Goals and Objectives

Purpose: To identify the company’s motivations for implementing the program and any specific health challenges they want to address.

Key Insights:

• Understanding the goals (e.g., reducing stress, improving morale, or increasing productivity) helps align the program’s design with desired outcomes.
• Identifying specific health concerns (e.g., obesity, chronic pain, or mental health) allows for targeted programming, such as low-impact classes for employees with joint issues or mindfulness sessions for stress reduction.

Section 3: Employee Preferences and Suitability

Purpose: To gauge employee interest in different types of fitness activities and assess their fitness levels and limitations.

Key Insights:

• Offering activities that employees are excited about (e.g., yoga, HIIT, or dance) increases participation rates and program success.
• Understanding fitness levels and physical limitations ensures that classes are inclusive and safe for all participants. For example, beginners may need modifications, while advanced participants may crave more challenging workouts.
• Preferred timing and frequency of classes help maximize attendance by fitting into employees’ schedules.

Section 4: Facilities and Logistics

Purpose: To evaluate the company’s available resources and space for hosting on-site fitness classes.

Key Insights:

• Knowing whether a dedicated space exists (and its size/equipment) helps determine if additional resources are needed.
• If no space is available, the company’s willingness to create a temporary fitness area indicates their commitment to the program.
• The expected number of participants per session ensures that classes are appropriately sized for the space and instructor attention.

Section 5: Budget and Commitment

Purpose: To understand the company’s financial investment and long-term commitment to the program.

Key Insights:

• Budget constraints influence the scope of the program (e.g., number of classes, types of activities, or instructor qualifications).
• The length of commitment (e.g., 3 months vs. 1 year) helps plan for program sustainability and potential scalability.

Section 6: Additional Information

Purpose: To capture any special requests or preferences that may not fit into the previous sections.

Key Insights:

• Specific instructor certifications or preferences (e.g., yoga instructors with trauma-informed training) ensure the program meets the company’s standards.
• Wellness workshops or seminars (e.g., nutrition, stress management) can complement fitness classes and provide a holistic wellness experience.

Section 7: Consent and Authorization

Purpose: To formalize the company’s agreement to provide accurate information and move forward with program planning.

Key Insights:

• This section establishes trust and accountability between the fitness provider and the company.

Why This Form is Effective

1. Comprehensive Data Collection: The form covers all critical aspects of designing a corporate fitness program, from employee preferences to logistical details.
2. Customization: By gathering detailed information, the fitness provider can create a program that is uniquely suited to the company’s needs and goals.
3. Employee-Centric Approach: Focusing on employee preferences and limitations ensures high engagement and inclusivity.
4. Clear Communication: The form sets expectations and provides a foundation for ongoing collaboration between the company and the fitness provider.

How to Use the Form Effectively

1. Encourage Honest Feedback: Ensure the company representative provides accurate and detailed responses to maximize program effectiveness.
2. Follow Up: Use the form as a starting point for deeper discussions. For example, if employees have mixed fitness levels, explore offering tiered classes.
3. Review and Adapt: Periodically revisit the form to assess whether the program is meeting its goals and make adjustments as needed.

This intake form is a powerful tool for creating a successful on-site fitness program that benefits both the company and its employees. By addressing goals, preferences, and logistics, it ensures a seamless and impactful wellness initiative.