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Occupational Therapist and Physical Therapist Evaluation System

SURVEY 2019: OT & PT Evaluation System SURVEY 2019

Attention Wisconsin OTs, PTs and the school administrators who conduct evaluations. We need your feedback on how your district implements the different OT and PT evaluations, and it will also help us to more accurately compose the OT and PT Evaluation User Guide. Please complete the survey by Monday, February 4th. Thank you!


The Wisconsin Occupational Therapist (OT) and Physical Therapist (PT) Evaluation System is an optional professional evaluation system for the OT and PT professions that is parallel in format and rigor to the Wisconsin Educator Effectiveness System. OTs and PTs may utilize the Wisconsin created evaluation tools in the Frontline Education Platform or they may use other formats available through the individual district.  

Wisconsin OT and PT Evaluation Rubric

The Wisconsin OT and PT Evaluation Rubric is intended as a guide for practitioners to plan and implement therapy, and to reflect and apply the process to advance their skills. It is also designed to provide evaluators with an understanding of the individual domains and components, aligned to the corresponding levels of performance. 

The rubric is not intended to be used as a stand-alone evaluation tool, rather as a part of the Wisconsin OT and PT Evaluation System. It is part of a collaborative effort to demonstrate an individual professional’s growth and development over time. We anticipate the OT and PT Evaluation User Guide will be available during the month of June 2019.

Wisconsin OT and PT Evaluation Rating Scale

The rating scale is an optional tool for the evaluator to use when summarizing practitioner observations per domain and component and/or when recording the practitioner’s final evaluation.

Student or Program Outcomes (SPOs)

SPOs are rigorous, achievable goals developed by OT and PT practitioners and their evaluators, based on identified student or program needs across a specified period of time. OT and PT practitioners will develop one SPO annually, with a minimum of one to three SPOs available as evidence toward their final SPO score in their Summary Year, depending on how many years are in their Evaluation Cycle.

Forms: Google Sheets Versions

OT/PT Evaluation Self Review

To be completed by the practitioner at the beginning of the last (summary) year of the evaluation cycle and shared with the evaluator for discussion/dialogue. Practitioners or their evaluators may want to have it completed more often.

OT/PT Goal Setting

Professional Practice Goal (PPG)
Completed annually by the practitioner.
Student or Program Outcomes (SPO)
Completed annually by the practitioner in collaboration with evaluator or peer/coach. Practitioner may choose to write a change goal for student learning or a program based on need and role of the practitioner.

Announced Observation

Scheduled observation should be completed at least once during the evaluation cycle. The practitioner will complete the Planning form and share it with the observer. Then the observer and practitioner should meet to discuss what will be observed. Observer collects observable evidence on the Evidence Collection Sheet and shares it along with the Observer Feedback form before or during the Post-Observation meeting. Practitioner completes and shares the OT/PT Reflection form.
Observation Evidence - Aggregating
Used to collect evidence from all observations throughout evaluation cycle. May also be used to collect evidence in unannounced observations, known as Mini-Observations, if appropriate to the practitioner role.


Unannounced observation completed as is appropriate to the role of the practitioner. Observer collects evidence using the Observation Evidence Collection Sheet above. Then the observer completes and shares with the practitioner the Observer Feedback.
Post-Brief Consultation Observer Feedback
Can be used to document evidence of an observed consultation. No minimum requirement. Complete as appropriate.
            Post-Brief Consultation Observer Feedback      

Artifact Evidence

Practitioners should collect documents aligned to all of the components of the rubric as evidence of practice throughout the evaluation cycle. Evaluators may have guidance regarding local policy on allowable student confidentiality requirements within these documents.

End-of-Cycle Summary

To be completed at the end of the one to three year evaluation cycle. A collaborative meeting should occur between the practitioner and evaluator to review the final documentation and to discuss level growth (scores) and possible areas of focus for improvement in the next evaluation cycle.
End-of-Cycle Reflection
Completed by the practitioner and shared with the evaluator prior to the End-of-Cycle Conference.
End-of-Cycle Reflection
Completed by the evaluator after reviewing all forms, observation evidence, practitioner artifact evidence aligned to rubric components, as well as practitioner self-scores and reflections. Evaluator documents summary practice component scores and a holistic SPO score on this form.


We recognize and extend thanks to the small writing group of statewide OTs, PTs, and Special Education Directors who committed extensive time, energy, and expertise to make this evaluation system available to OTs and PTs statewide.