About the store
I’m a licensed occupational therapist (OTR/L) who has served students from kindergarten through 12th grade. I designed the resources I needed to make my life (and yours) easier—helping you save time, stay organized, and avoid burnout while delivering high-quality therapy services to your students.
Here, you’ll find:
Editable documentation tools (note templates, progress tracking sheets, goal banks)
Assessment & screening resources
Hands‑on session ideas & themed activity planners
Free progress report writing tips!
Everything is designed with the practical needs of school-based therapists in mind. Whether you’re just starting out or managing a full caseload, my goal is to streamline your documentation process and boost your efficiency so you can focus on what really matters about your work.
Follow along to get updates, freebies, and new releases!
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The 'Everything' Bundle: Note Template + Data Tracking + Goal Bank + Prim Reflex
The 'Everything' Bundle from The Organization OT has the best documentation supports in my library all wrapped up into one package! OT Session Note Template: Get ready to start saving time on your documentation with this EDITABLE note template for school-based OT sessions! This Google doc note template contains two standard note formats with 11 options for location of therapy session, more than 25 options for targeted skill areas, 30+ supports and accommodations, and 11+ types of accuracy to me
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Occupational Therapy Daily Session Note Template EDITABLE Drop-Downs
Do you find yourself getting stuck in a cycle of falling behind on your documentation and needing to play catch-up….every quarter? Does it feel like a mammoth task to professionally document your sessions at the end of the day when you’re ready for a nap and your energy has been sapped since 11 am? I’ve been there, and this exact dilemma is why I created this resource. Look no further, this OT Daily Session Note Template is designed to simplify your documentation process - without sacrificing at
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Not Subject Specific
OT/SLP/SpEd Progress Monitoring Data Sheet - Track-As-You-Go for IEP Goals!
Does quarterly progress reporting season send you into a meltdown…every quarter? That exact problem is what led me to create this resource, and it honestly saved my mental health on a routine basis! This Progress Monitoring Data Sheet is a ready-to-use, editable spreadsheet designed specifically for occupational therapists, special educators, and speech-language pathologists working with students who have IEP or 504 plan goals. Whether you need a tool for occasional check-ins, quarterly reportin
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School Based OT Note Template + Progress Monitoring DataSheet + Goal Bank BUNDLE
Get the best of The Burnout OT's Resources all in one swoop with the 3-part BUNDLE including the Daily Session Note Template, Progress Monitoring Spreadsheet and the Goal Bank resource! Save loads of time and energy keeping up with your documentation, progress reporting and goal writing with these 3 highly effective tools from a seasoned school-based OT!
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School-Based Primitive Reflex Informal Screening
This Google Doc is a quick informal screening tool to guide school-based occupational therapists through screening for 5 commonly retained primitive reflexes: Moro, TLR, ATNR, Galant, and STNR. The resource includes directions for therapists to perform the screenings and drop downs to select student scores for each reflex as well as a summary of common symptoms that may present (and have an educational impact) if each of the reflexes are retained. This doc would be a great addition to informal a
K - 5th
Not Subject Specific
OT Daily Note Template AND OT/PT/SLP Progress Monitoring Data Sheet BUNDLE
Get ready to save time on your documentation with this bundle of two products: the OT Daily Note Template and the OT/PT/SLP Progress Monitoring Data Sheet! Complete daily session notes quickly with the daily note template, containing two standard note formats with 11 options for location of therapy session, 25 options for targeted skill areas, 30+ supports and accommodations, and 11 types of accuracy to measure for. The template contains instructions for adding your own options to each drop-dow
K - 12th
Not Subject Specific
Occupational Therapy IEP GOAL BANK Grades K-5
Looking for ready-to-use, functional OT goals for your school-based practice? I created this school-based OT goal bank to save you time and provide clear, measurable goals you can use and adapt for your students in grades K–5. This resource includes a comprehensive collection of sample goals and objectives across a variety of functional skill areas commonly addressed in OT. The PDF goal bank contains over 55 goal/objective examples across the following skill areas: -Prewriting -Fine Motor -Col
K - 5th
Not Subject Specific
OT for High Schoolers Group Session BUNDLE: Job Skills, Hygiene, Social Skills
This bundle is a combination of 3 occupational therapy group sessions for high school-aged students with social communication and/or executive functioning support needs. What's Included: Three ~30 minute group session Google Slide Presentations that are fully editable - they're ready to implement immediately, but you could easily tailor them even more specifically to your student's needs. Job Skills: The Job Readiness group session reviews multiple skills and concepts needed to be a successful
8th - 12th
Social Emotional Learning
Occupational Therapy Activity Ideas & Session Themes - FULL YEAR! Grades K-5
Make your occupational therapy session planning seamless with this structured, thematic framework for every week of the school year! This resource gives you functional, engaging themes to guide your OT sessions — saving you planning time and ensuring effective intervention plans without scrambling to plan and prep your sessions at the last minute! (Been there, done that, got the t-shirt, amirite??). Reduce your planning workload by taking advantage of this resource’s weekly themes that you can
K - 5th
Not Subject Specific
OT High School Activity: Self-Advocacy Skills Group Session!
This Google Slides Presentation and printable activity sheet is an exceptional resource to use with your older students (late middle or high school) in OT and/or SLP group sessions to help establish rapport with your students and work with them to develop self-advocacy skills - a critical life skill! This resource is best suited for students with social communication and/or executive functioning support needs. What’s Included: An 18-slide Google Slides Presentation as well as a digital download
8th - 12th
Not Subject Specific
OT Group Activity for High School Students: Using Your Social Filter
This OT/SLP group lesson is great for supporting upper middle or high school students with social communication needs. The Google Slides presentation breaks down the concept of the social filter which can be a helpful tool for students to integrate their skills with perspective taking and social decision-making, provides helpful tips to remember the concept, and scenarios to practice applying the concepts in real-life situations to support students' executive functioning and social skill develop
6th - 12th
Not Subject Specific
OT Activity for High School Students: Good Hygiene Habits Session
This Google Slides Presentation is an effective, practical tool to utilize with high school students with social communication and/or executive functioning needs - in small groups or 1:1 sessions! The presentation reviews key elements of hygiene routines for various times of day, activities and social courtesies as well as providing built-in opportunities for students to demonstrate understanding with practical, scenario-based practice. This resource is designed to guide students through the “wh
6th - 12th
Occupational Therapy Group Activity for High Schoolers: Job Readiness
This Google Slides Presentation is a highly practical, engaging session activity for high school students with social communication and/or executive functioning needs to review life skills and habits that employees utilize as part of their job preparedness education. The presentation touches on various habits and executive functioning skills that will be necessary in most job settings including examples of each: time management, money management, perspective taking, task initiation, healthy hygi
8th - 12th
Social Emotional Learning
FREE Occupational Therapy Progress Report Writing Tips!
Does progress reporting season bring significant stress (and honestly, a meltdown) on a routine basis? This free OT resource breaks down exactly how to produce a clear, data-driven, and parent-friendly school-based OT progress report — stress-free! This quick reference tool walks you through how to structure progress reports that highlight your students’ growth, demonstrate your clinical reasoning, and keep documentation relevant to educational participation. What’s Included: The anatomy of a
K - 6th
Not Subject Specific
Teacher Input Form - OT Evaluation
This Freebie is a great tool for gathering information during your OT evaluation process! Send this google form off to your classroom teachers and collect the most relevant information for your OT evals with just 5 questions to keep things quick and easy on their part. The form will collect their responses for you to move over into your evaluation. Happy documenting!
Parent/Guardian Input Form - OT Evaluation
This Freebie is a great resource for collecting information from parents/guardians for your school-based OT evaluations. Just 8 questions to gather a lot of information from your OT parents on any concerns they have, their child's strengths and interests, any delays in meeting developmental milestones as an infant or toddler, participation in dressing routines, managing utensils, and response to sensory input. This form will make it easy to take parental reports and plug it right into your evalu
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OT Parent/Guardian Contact Form
Make organizing your OT student's family contact information/preferences easy with this FREE Google form! Simply share the link to this form with your OT families or email it to them individually as students are added to your caseload. As parents/guardians fill it out, their responses will be organized for you for easy access. Information included: Parent/Guardian Name, Preferred First Contact, Student name, preferred frequency of contact, means of contact, preferred time of day for contact, a
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Showing 1-17 of 17 results
About the store
Experience
I’m a licensed occupational therapist (OTR/L) who has served students from kindergarten through 12th grade. I designed the resources I needed to make my life (and yours) easier—helping you save time, stay organized, and avoid burnout while delivering high-quality therapy services to your students.
Here, you’ll find:
Editable documentation tools (note templates, progress tracking sheets, goal banks)
Assessment & screening resources
Hands‑on session ideas & themed activity planners
Free progress report writing tips!
Everything is designed with the practical needs of school-based therapists in mind. Whether you’re just starting out or managing a full caseload, my goal is to streamline your documentation process and boost your efficiency so you can focus on what really matters about your work.
Follow along to get updates, freebies, and new releases!
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