Practice Development Consultation Rubric - Authentic Occupational Therapy®

Full Name

Email

Explore an array of practice options available to me

Low priority Medium priority High priority

Identify areas of expertise that I would like to develop

Low priority Medium priority High priority

Understand the stages of developing a private practice

Low priority Medium priority High priority

Assess my personal, professional and financial readiness for initiating a private practice

Low priority Medium priority High priority

Outline my target client population in a detailed way

Low priority Medium priority High priority

Determine the services I want to provide

Low priority Medium priority High priority

Articulate my rationale for this practice model, including its theoretical roots and why it is needed in my community

Low priority Medium priority High priority

Understand my own priorities and needs, professional and personal

Low priority Medium priority High priority

Appreciate key differences between medical, facility-based, and home- /community-based models of practice

Low priority Medium priority High priority

Be prepared to clearly and succinctly describe my practice to the general public

Low priority Medium priority High priority

Understand and evaluate options for receiving payment

Low priority Medium priority High priority

Evaluate the market for my practice

Low priority Medium priority High priority

Name my practice and design its public image

Low priority Medium priority High priority

Plan and secure the legal and tax structure of my practice

Low priority Medium priority High priority

Explore options for where I house and perform my practice

Low priority Medium priority High priority

Plan ways to initiate marketing my practice

Low priority Medium priority High priority

Locate and connect with or create colleague support systems

Low priority Medium priority High priority

Determine my fee rates in a realistic and fair manner

Low priority Medium priority High priority

Know effective ways of connecting with potential clients when they initiate the first call or email

Low priority Medium priority High priority

Be prepared to describe my OT process and examples of targeted outcomes to potential clients and referral sources

Low priority Medium priority High priority

Have a clear and simple service menu form for my clients to indicate their specific areas of priority

Low priority Medium priority High priority

Differentiate the roles and needs of clients and customers

Low priority Medium priority High priority

Know effective ways of connecting with potential clients when they initiate the first call or email

Low priority Medium priority High priority

Be prepared to describe my OT process and examples of targeted outcomes to potential clients and referral sources

Low priority Medium priority High priority

Understand my own priorities and needs, professional and personal

Low priority Medium priority High priority

Explore an array of practice options available to me

Low priority Medium priority High priority

Identify areas of expertise that I would like to develop

Low priority Medium priority High priority

Have a clear and simple service menu form for my clients to indicate their specific areas of priority

Low priority Medium priority High priority

Differentiate the roles and needs of clients and customers

Low priority Medium priority High priority

Know ways to determine goodness-of-fit during the initial interview with a potential client or customer

Low priority Medium priority High priority

Have a “service agreement” form for clients to sign in order to initiate services in a clear, safe and professional manner

Low priority Medium priority High priority

Obtain or develop a selection of assessments that fit my practice philosophy and my clients’ goals and preferences

Low priority Medium priority High priority

Develop a selection of effective interventions that fit my practice model, environment, and clients

Low priority Medium priority High priority

Know ways to articulate the evidence supporting my intervention approach

Low priority Medium priority High priority

Develop or locate a lean and logical system for documenting and storing essential client information

Low priority Medium priority High priority

Have a system for recording and tracking clients’ invoices and payments

Low priority Medium priority High priority

Be prepared to respond confidently and effectively to questions regarding my fees and billing

Low priority Medium priority High priority

Create a plan for scheduling sessions efficiently and realistically

Low priority Medium priority High priority

Be equally comfortable in my identity and roles as a clinician and a small business owner

Low priority Medium priority High priority

Have a network of resources for clinical, business, legal, and financial support

Low priority Medium priority High priority

Know methods to track revenue and expenses

Low priority Medium priority High priority

Use a variety of effective ways to market my practice

Low priority Medium priority High priority

Diversify my practice to include a wider array of services, clientele, or products

Low priority Medium priority High priority

Objectively measure my program’s effectiveness

Low priority Medium priority High priority

Teach and inspire other OTs to start private practices

Low priority Medium priority High priority

Understand my own priorities and needs, professional and personal

Low priority Medium priority High priority

Become more decisive and focused toward my goals

Low priority Medium priority High priority

Approach new people, situations, roles and/or tasks with confidence and skill

Low priority Medium priority High priority

Effectively manage and prioritize my tasks and time

Low priority Medium priority High priority

Select associates who will support and promote my development and performance as an entrepreneur

Low priority Medium priority High priority

Cope with nay-sayers and discouragement

Low priority Medium priority High priority

Identify areas of expertise that I would like to develop

Low priority Medium priority High priority

Understand/compare key features of friendship, mentorship, consultation, therapy and business relationships

Low priority Medium priority High priority

Be comfortable and effective in making my needs and preferences known

Low priority Medium priority High priority

Become more assertive in setting limits with others and/or saying “no” as needed

Low priority Medium priority High priority

Become more comfortable with uncertainty and risk

Low priority Medium priority High priority

Become more comfortable with asking for help or admitting ignorance/uncertainty

Low priority Medium priority High priority

Be skilled and comfortable when dealing with others’ negative feelings or resistance

Low priority Medium priority High priority

Put my creative ideas into practice

Low priority Medium priority High priority

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