Onboarding plan
Occupational Therapy Assistant Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new occupational therapy assistant from first day to full productivity.
Occupational Therapy Assistant 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: COTA (NBCOT), State license (as applicable)
- Prepare equipment and access: adaptive equipment; therapy putty and fine motor kits; mobility aids; kitchen practice areas
- Assign a buddy or preceptor
- Enroll the new hire in Occupational Therapy Assistant training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Guard during transfers
- Follow infection control
- Use body mechanics
- Check splint fit
- Shadow an experienced occupational therapy assistant 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 use of a sock aid
- Supervised practice: run a fine motor session
- Supervised practice: report progress to the OT
- 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.
- Lead therapy activities: independently
- Teach daily living skills: independently
- Train on adaptive equipment: independently
- Help children with fine motor skills: 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, COTA (NBCOT))
- Discuss the career path: OTA → Senior OTA → Rehab Coordinator
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Teach Use of a Sock Aid | |||
| Run a Fine Motor Session | |||
| Report Progress to the OT | |||
| Therapeutic activities | |||
| ADL training | |||
| Adaptive equipment | |||
| Fine motor activities |
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 Therapy Assistant training maps to this plan
- Introduction to the Occupational Therapy Assistant Role
- A Day on the Job
- Essential Occupational Therapy Assistant Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Occupational Therapy Assistant Career
- Final Knowledge Check
