The OT Schoolhouse Podcast for School-Based OT Practitioners

Crafting Your Goal Bank for School-based OT


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Have you thought that optimizing your practice with efficient goal banking strategies might be helpful? 

In this episode, we explore a range of goal banking options, from simple PDFs to advanced spreadsheets, to help you streamline your process. 

Join us as Jayson shares his journey and a practical six-step plan to create and utilize your personalized goals. Jayson also introduces the concept of templating goals and even offers a glimpse into the AI-powered solutions for creating reusable, searchable goals.

Don't miss out on this insightful episode to help you in your daily school-based practice!

Click here to check out the OT Schoolhouse Goal Bank


Listen now to learn the following objectives:


  • Learners will identify the purpose and benefits of creating and using a goal bank for school-based OT


  • Learners will understand the process of templatizing goals and customizing criteria and accommodations


  • Learners will be able to apply strategies for organizing and categorizing goals to create their own goal templates.

View the full show notes & transcript


Thanks for tuning in!

Thanks for tuning into the OT Schoolhouse Podcast brought to you by the OT Schoolhouse Collaborative Community for school-based OTPs. In OTS Collab, we use community-powered professional development to learn together and implement strategies together.

Don't forget to subscribe to the show and check out the show notes for every episode at OTSchoolhouse.com

See you in the next episode!

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The OT Schoolhouse Podcast for School-Based OT PractitionersBy Jayson Davies

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