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.

Updated By the Career Education Institute Curriculum Team
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 taskTrainedObservedSigned 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

  1. Introduction to the Occupational Therapy Assistant Role
  2. A Day on the Job
  3. Essential Occupational Therapy Assistant 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 Therapy Assistant Career
  10. Final Knowledge Check
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