Professional Planner for Occupational Therapists

This one is for the OTs reading.  Parents and teachers, I'll chat to you soon! 

I would like to think I'm an organised person.  
I like to write things down.
I like lists. 

But I still find myself getting caught out...

•  ahhh.... 4 NDIS reviews and reports to be completed ASAP!
• Oh no... OT registration due, what did I do for PD? 
• yikes... how will I manage my schedule this term? 

How do you manage your professional life? 

Do you have systems in place?  Are you a paper planner or is everything online? Do you use software management or apps? Do you use a combination? 

I love my paper planners.  I have been a long-term fan of Erin Condren's Life Planner (ECLP) and an Australian version (Whistle and Birch Planner).  I like to use a paper planner for my weekly schedule and include my personal schedule (ie. family activities) in that planner. I record everything from daily "to-dos", the books and recipes that I've tried for the year.

I have used a combination of online programs, a notebook and random pieces of paper for everything else! 

Until 2022! 

Introducing an undated OT planner for your professional and caseload management needs.  Designed with the Australian OT in mind with a 4 term layout. It includes professional development record pages which align with registration requirements. ​ It includes some terminology that those you from other parts of the world may not need, however generic enough for you to adapt this to your needs. 
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You can start using this planner at anytime. Designed in an A4 size, you can shrink it to half A4 size if you print two pages on the one piece of paper. Print on thick quality paper for durability. Bind the pages into a book or place into a folder.

Print pages as needed or multiple copies of pages to suit your individual requirements. Place them in an order that suits you.  Available in two designs with the same content, the planners include 37 pages each: 

1. Design Cover.
2. Quote Pages x 2
3. Therapist Details Page
4. Continuing Professional Development Record
5. Continuing Professional Development Planner
6. 4 School terms and School holidays: client List, weekly schedule, attendance list.
7. Generic Daily, Weekly, Monthly Schedules.
8. Caseload Management Pages: Caseload Details (overview) x 2, goal tracker, session planner x 2
9. Waiting list and intake form.
10. To do lists x 2
11. Resource Wish List and Resource Make List
12. Notes Pages x 2 (grid and blank)

The planner does not include a place for in-depth client records or clinical notes. It does not include financial management. However, you could tailor the NOTES pages for you. 

I designed this planner for me! You know that I only share products that are practical resources and the overwhelming feedback from you is that my resources can be used straight away, often filling a need where nothing else is available. 

I've started to use my planner (the benefit of having an advanced copy) and it is motivating me to get everything in order over the Summer holidays before the chaos of every day work ensues. I'm planning my Term 1 schedule with the clients I know who are continuing from last year.  I can use post-it notes for those who I haven't been able to confirm time slots yet. 

I've started to use my NOTES pages to record things that I read from book chapters to blog posts that relevant for my OT practice. I'm also using the NOTES pages to help me to keep track of goals and projects. I'm breaking down these goals and projects into small steps to focus myself to achieve them (which I am determined to do this year).

Personally, I plan to print the goal tracking and session planning pages to keep with client files rather than inside my planner.  

Would you like a closer look?  I have showcased the pages in a video ---> OT Planners

Ready to get organised?! 

Buy your OT planner to kick start 2022!  Do you prefer Swish or Natural? 

• OT Planner: Swish Design
• OT Planner: Natural Design

The planner whilst undated comes with a one-page 2022 calendar in the corresponding design that you have chosen. 

I'm ready to start planning 2022! Are you? 

Cindy is a registered occupational therapist practising in Sydney, Australia.  She has two growing children who are a constant source of inspiration and learning.  Cindy loves working creatively to help children to reach their potential, finding opportunities in everyday living and making learning fun. She is also addicted to making printables (even when they take a long time to complete).  Cindy is the author of the Occupational Therapy blog Your Kids OT.  Read more articles from Your Kids OT at https://www.yourkidsot.com/blog

Cindy is a member of the Functional Skills for Kids Therapy Team.  They have together published THE HANDWRITING BOOK, THE SCISSORS SKILLS BOOK and THE TOILETING BOOK.

​The information on this site is general in nature. The activities are safe for most children, however, you should consult an Occupational Therapist or health professional to address specific movement, sensory or other medical conditions. Affiliate links are used throughout this website to promote recommended products. Your Kids OT receives a small commission if any purchases are made through these links. Please see my disclosure policy for more details. ​​​
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