How OTs Plan Goal-Aligned Sessions in a Snap

Ever sit down to prep for an OT group and think, “What did we do last time again?” or “Did I already try that visual schedule with James?” When your week is packed with evaluations, consults, and rotating schedules, it’s easy to feel scattered. That’s where Kit for Teams steps in — a flexible digital workspace that helps school-based OTs build sessions around what students actually need.

Planning as a school-based OT means more than picking an activity — it’s about connecting therapeutic activities to goals, tracking level of assistance, and making space for both consults and direct service. That’s a lot to juggle — especially without a solid system.

What Session Planning Usually Looks Like

Let’s be honest — your current setup might look something like this:

• • Post-its with ideas for each kid
  • Tabs open for Pinterest, Teachers Pay Teachers, and your Docs folder
  • A mental note to copy last week’s plan and adjust it slightly

It works… until it doesn’t. Especially when:

• • You can’t remember what you tried with each student
  • You’re covering three schools
  • You have limited time between sessions

Kit Makes OT Planning Easier

Kit lets you quickly:

• • Attach activity notes or material links to a session event
  • Preload and target specific IEP goals
  • Add observations or cues to reference later
  • Use custom data types — including prompts, physical assistance, or visual supports
  • Review past sessions at a glance to build on what’s working

“I love being able to reference what cues worked or what setup we used — especially if I don’t see a student again for a week or more.” — Erin, OT

What It Looks Like in Practice

Here’s how a typical week might look in Kit:

• • You pull up your calendar and open the Thursday 10:30 session.
  • Goals are already loaded. You select which ones to target.
  • You paste a link to your adapted book or fine motor video.
  • You jot a reminder: “Used slant board and pencil grip — moderate verbal cueing needed.”
  • Next week, that note is ready when you are.

Why This Matters

When your sessions are clear, goal-aligned, and well-documented:

• • Progress monitoring is easier
  • You’re not reinventing the wheel
  • You walk in confident — even after a schedule shuffle

Want to Try It?

Kit for Teams was designed with all special education providers in mind — including OTs. Start your free 14-day trial (no credit card needed!) and see how good it feels to have your plans, goals, and materials in one spot.

👉 Start my free trial

See How AOTA Supports Goal-Driven OT Services

Check out AOTA’s Resources to Support School-Based Practice for guidance on supporting goal-driven service delivery and planning in school settings.

More from This Series

This blog is part of our Kit Feature Deep Dive series for school-based OTs. Explore other posts in the series:

• • How OTs Take Real-Time Data Without Losing Engagement
  • Smart Scheduling for OTs (Even on a Rotating Calendar)
  • A Better Way for OTs to Visualize Student Progress
  • How OTs Can Prep for IEP Meetings Without the Last-Minute Guess, Panic, Scramble
  • OT Attendance and Medicaid: Clear Logs Without the Redundancy