PDT Worksheet 5
Learning Goal Strategies
Related Standard What are the best ways to achieve this
goal?
Standard 1. Knowledge -I will spend some time during
-I will increase my winter break studying
knowledge of conditions/assessments that
information about and my CI recommended I look
interventions for into after I initially emailed
conditions typically seen her.
at Sugar House Health -I will observe and takes notes
Center. on what my Clinical Instructor
(CI) is doing with clients during
the first few weeks of
fieldwork.
-I will ask questions about
things I do not understand
-I will review charts whenever
possible and look up
terms/conditions I do not
know.
-I will ensure that I meet with
my CI weekly to discuss what
she thinks I could study to
become more proficient in
understanding the client
conditions that we treat.
-I will be proactive in asking to
attend sessions with other
providers, such as the driving
rehabilitation specialist, so
that I can broaden my
knowledge.
Standard 2. Critical -I will discuss what I am
Resources
What do I need to help me achieve this?
My resources include:
-My CI
-Other therapists (even from
other professions like PT, PTA,
COTA, driving rehabilitation
specialist)
-Access to EPIC to look at
charts
-Computer access at home to
research and read up on
conditions/assessments/best
practices
-Access to my notes and
knowledge from school and
previous Level II fieldwork
experience (SCI binder that I
complied at Neilsen
Rehabilitation Hospital)
My resources include:
Success Indicators Target Date
How will I know I achieved it? When do I plan to achieve it?
Success indicators include: By the end of my Level II
-My CI reporting that she feels Fieldwork (March 25, 2022)
I have done a good job
preparing and educating
myself on client conditions
-Presenting to other
professionals on a client’s
progress/condition and
afterwards they report that I
did a good job sharing
Success indicators include: By March 25, 2022
Reasoning learning/observing after -My CI -Finding research articles that
-I will show improved independently running -Access to my notes and are relevant to intervention
clinical reasoning skills sessions with my CI. This will knowledge from school and for client conditions seen at
and be able to make on- allow me to share my clinical previous Level II fieldwork Sugar House Health Center
the-spot decisions reasoning with my CI and have experience and discussing them with my
about grading activities her confirm if I am on the right -Access to EPIC to look at CI. Then implementing them
(meeting the just-right track. charts into practice
challenge)/making the -I will observe my CI giving -My CI reporting that I had
activities safe for treatments the first few days sound clinical reasoning skills
clients. and provide my clinical when working with a client
judgment as to why I think she
did something instead of just
asking “why did you do [insert
aspect of treatment] with the
patient?” without having put
any thought into it.
-I will take note of how clients
say they are feeling and
observe if they are
weak/unsteady. I will consider
the client’s self-reported
status and any observations to
determine if it is safe for me to
do certain aspects of therapy.
-I will look for research to back
up my intervention plans for
clients.
Stand 3. Interpersonal -I may ask my CI to role-play -My CI Success indicators include: By my 4th week in fieldwork
Abilities conversations about certain -Other members of the -Feeling confident in my ability
-I will be able to topics before discussing them healthcare team to go into a room with a
effectively communicate with clients. -My family members client/into a team meeting
with clients, my CI, and -I will ask for feedback on my -Documents that I have with other members of the
other members of the performance and do my best collected throughout my healthcare team and providing
healthcare team. to implement and learn from education that give ideas on clear and concise instructions
 it. I will make sure to write how to explain OT to clients and discussions on progress,
down feedback from my CI -Reflective theories respectively.
regarding my interpersonal -Meeting my weekly goals of
skills and set weekly goals to incorporating feedback from
incorporate the feedback. my CI.
-I will go over my talking -Becoming a reflective
points with my CI before practitioner.
updating other healthcare
professionals on client
progress during team
meetings.
-I will practice my OT elevator
speech with my husband and
other family members, so that
I can become more confident
in sharing my role with clients.
-When I have
awkward/unproductive
conversations with clients
and/or members of the
healthcare team, I will reflect
on what went wrong/what I
could do differently to
improve the outcome of the
conversation.
Standard 4. -During goal writing, I will My resources include: Success indicators include: By March 25, 2022
Performance Skills double check that my goals -My CI -My CI reporting that my
-I will use occupation- meet all SMART components. I -Other therapists (even from interventions and goals are
based interventions to will make sure that my goals other professions like PT) occupation-based and client-
establish/remediate are focused on improving -Access to my notes and centered
client skills and body clients’ occupational knowledge from school and -My clients reporting that they
functions and I will set performance. previous Level II fieldwork enjoy/see value in
occupation-based goals. -I will have my CI look over my experience participating in occupational
goals and ask for feedback on therapy
 whether she thinks they are -Other members of the
client-centered and healthcare team reporting
occupation-based, then make improvements in clients’
changes to them as needed. functional performance of
-I will use my resources to ADLs
ensure that my interventions
are based on principles taught
in models/frames of reference
that I have learned in school.
-I will discuss with clients how
the intervention activities that
I ask them to do are
therapeutic. I want clients to
understand the value of OT
services.
Standard 5. Ethical -I will familiarize myself with My resources include: Success indicators include: By March 25, 2022
Reasoning insurances that clients -Other therapists -Identifying and appropriately
-I will identify and commonly have (i.e. their -My CI responding to an ethical
respond to at least one terms, how many visits are -Access to my notes and dilemma at my fieldwork site
ethical issue or dilemma allotted, how to appeal for a knowledge from school and -Feeling like I did the right
during my level II more visits if needed). I will previous Level II fieldwork thing after speaking up and
fieldwork. ask my CI to look over letters experience having a tough (but civil)
of medical necessity for -Computer access at home to conversation with someone
equipment or requests for research and read up on who is my superior
more visits that I write, and insurances
ask for feedback to ensure
client’s get needed items
covered by insurances.
-I will ask my CI how she has
dealt with ethical issues as an
OT.
-I will refer to resources I have
from my schooling about
ethical issues in the field of
OT.
-I will have a pre-scripted
phrase I can say when I feel
unqualified or unprepared to
perform a part of patient care
(i.e. if I am asked to do the
MoCA, I will say, “I am not
certified to do this, but I would
love to watch how it is done!”
or if I do not feel confident
doing a transfer myself, I will
make sure to get help.