Onboarding plan

Occupational Therapist Onboarding Plan (30-60-90 Days)

A practical, printable plan to take a new occupational therapist from first day to full productivity.

Updated By the Career Education Institute Curriculum Team
Occupational Therapist onboarding at a glance

Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.

Before day one

  • Confirm start date, schedule, pay and supervisor in writing
  • Verify required credentials: NBCOT certification (OTR), State OT license (as applicable)
  • Prepare equipment and access: adaptive equipment; splinting materials; fine motor kits; assessment tools
  • Assign a buddy or preceptor
  • Enroll the new hire in Occupational Therapist training so foundations are covered before or during week one

Week one: orient and protect

  • Workplace tour, emergency procedures and incident reporting
  • Guard patients during transfers
  • Follow infection control
  • Check skin with splints
  • Use proper body mechanics
  • Shadow an experienced occupational therapist through a full shift
  • Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)

Days 1–30: learn

Goal: perform core tasks safely under supervision.

  • Supervised practice: teach one-handed dressing
  • Supervised practice: conduct a home safety assessment
  • Supervised practice: fabricate a hand splint
  • Training modules 4–7: duties, step-by-step tasks, tools and safety
  • 30-day check-in: confidence, questions and early wins

Days 31–60: contribute

Goal: handle a regular workload independently.

  • Evaluate patients’ abilities and needs: independently
  • Set therapy goals: independently
  • Teach daily living skills: independently
  • Recommend adaptive equipment: independently
  • Competency sign-offs completed (see checklist below)
  • Training final knowledge check and certificate of completion
  • 60-day check-in

Days 61–90: own

Goal: full productivity and a growth plan.

  • Meet productivity and quality targets for the role
  • Begin cross-training on a secondary task
  • Agree on a credential goal (for example, NBCOT certification (OTR))
  • Discuss the career path: Staff OT → Specialist OT → Rehab Manager
  • 90-day review

Competency checklist

Skill or taskTrainedObservedSigned off
Teach One-Handed Dressing
Conduct a Home Safety Assessment
Fabricate a Hand Splint
Functional assessment
Activities of daily living training
Adaptive equipment
Splinting

How to measure onboarding success

  • Days until the new hire works without a preceptor
  • Competency sign-offs completed on time
  • Documentation or charting error rate
  • 90-day retention

How Occupational Therapist training maps to this plan

  1. Introduction to the Occupational Therapist Role
  2. A Day on the Job
  3. Essential Occupational Therapist Vocabulary
  4. Core Duties and Responsibilities
  5. Common Tasks, Step by Step
  6. Tools, Equipment and Technology
  7. Safety, Compliance and Professional Standards
  8. Skills Employers Look For
  9. Launching Your Occupational Therapist Career
  10. Final Knowledge Check
Get team pricing
Team pricing