Posted in Eleanor Cawley, M.S., OTR/L

Monitoring Goal Progress Using Rubrics in Spreadsheets and Forms

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I am doing it again!  September 25, 2017, at 8:00 PM!  Come join us!

Many have asked, ‘How do you track data using a spreadsheet?’  It is relatively easy.  This webinar will explore exactly that!  Here is a list of the contents:

  1. A brief overview of how to develop a rubric.
  2. Creating that rubric in Microsoft Excel, Google Sheets, and even Google Forms.
  3. Staff, other than yourself, collecting data?
  4. A review of each of the programs and how to chart the data that you collect.
  5. Discussion of client engagement using spreadsheets.
  6. Client or therapist enters data?
  7. Client and therapist reviewing the data together.
  8. Q&A

I really look forward to meeting all of you at the webinar.  The cost is minimal.  Follow the link below to sign up.  Once you sign up, your reservation will be sent to you. Handouts sent the day of the webinar.

Click Here to Sign Up


I am an occupational therapist with 18 years of experience in the pediatric sector, much of that time as an independent contractor. I am very passionate about my work and my writing. My degrees include a Bachelor’s of Science in Health Sciences and a Master’s of Science in Occupational Therapy from Touro College. Since graduating as a non-traditional student, I have worked in a variety of settings throughout the life span but settled in the area of school-based therapy. My interests lie in the area of using technology to support independence and I often train students to use programming not only to monitor their own goal progress but also support educational, vocational and life skills. Another area of particular interest is documentation. As an independent contractor for many years, I feel that it is important to align methods of documenting goal progress with educators for greater consistency and understanding when writing for an IEP. It is better to plan a format for documentation used in the IEP, such as for assessment and goal progress and that a rubric, in many ways, fulfills the need for consistency in documentation across all domains. Combining my interest in technology and documentation, I use Microsoft OneNote to maintain all documentation. I create a digital notebook for each student or patient with any forms required uploaded as templates which can then be completed, and saved automatically. I strongly believe in student centered approach to therapy. Students must be active participants in developing goals and documenting progress. In order to help students understand their progress, I teach my students to develop electronic portfolios and to use spreadsheet programming with graphs to collect data and view progress, whenever possible.