Occupational Therapist Performance Appraisal Instrument
Occupational Therapist's Name _________________________________ School___________________
School Year ________________
Major Function: Assessment
1.1 Establishes and maintains a referral process.
1.2 Collects and reviews student information.
1.3 Conducts occupational therapy screening of students.
1.4 Documents and communicates screening results.
1.5 Selects appropriate evaluation instruments and procedures.
1.6 Administers formal and informal tests.
1.7 Interprets evaluation data.
1.8 Documents and communicates evaluation information.
1.9 Completes reassessment as needed.
2.. Major Function: Program Planning
2.1 Coordinates occupational therapy services with school personnel and other community agencies. 2.2
Participates in conferences pertinent to student's occupational therapy needs.
2.3 Participates in developing individual educational plans.
2.4 Designs intervention/service delivery program.
2.5 Maintains documentation of occupation therapy program plan.
3. Major Function: Interventional/Service Delivery
3. 1 Provides direct intervention services.
3.2 Manages intervention programs carried out by others.
3.3 Discontinues intervention program when appropriate.
3.4 Provides child-specific consultation.
4. Major Function: Consultation/Education
4.1 Promotes awareness of the totes and function of occupational therapy in the school system.
4.2 Provides formal/informal in service education.
4.3 Facilitates the acceptance of students with special needs.
4.4 Assists in the formulation and/or modification of programs.
4.5 Serves as a resource on medically related issues.
4.6 Provides information on architectural barriers, classroom modifications, and/or safety precautions.
5. Major Function: Communication
5.1 Promotes effective interpersonal relations.
5.2 Communicates effectively in verbal and written expression.
5.3 Promotes effective interdisciplinary re1ationships.
5.4 Provides liaison with outside agencies and services.
6. Major Function: Program Management
6.1 Implements policies and directives of the administration.
6.2 Establishes and schedules for occupational therapy services with appropriate school personnel.
6.3 Manages time effectively.
6.4 Maintains clinical and administrative records.
6.5 Assists in budget planning for occupational therapy program.
6.6 Regularly evaluates needs and effective ness of the occupational therapy program and makes
revisions as indicated.
6.7 Assists in recruitment and staffing for implementing occupational therapy services.
6.8 Supervises other occupation staff persons.
6.9 Maintains inventories of equipment, materials, and supplies.
6.10 Establishes and updates policies, procedures and forms according to state and federal laws and
7. Major Function: Professional Development/Ethics
7.1 Adheres to the occupational therapy code of ethics.
7.2 Participates in continuing education and professional growth objectives.
7.3 Integrates current professional knowledge with practice.
7.4 Abides by established laws, rules and regulations, and LEA policies.
7.5 Uses clinical educational research.
Evaluator’s Summary Comments:
Occupational Therapist's Reaction to Evaluation:
Occupational Therapist's Signature and Date: Evaluator's Signature and Date
Signature indicates that the written evaluation has been signed and discussed.