
The School-Based Therapist Starter Pack was created to help school-based therapists feel less overwhelmed and more prepared. Inside, you’ll find plain-language explanations, checklists, templates, communication scripts, decision-making tools, and printable resources to help you understand the school-based model and organize your year with confidence.
This resource is perfect for:
New school-based occupational therapists, physical therapists, and speech-language pathologists
Therapists transitioning from outpatient, medical, or private practice into schools
Assistants and related service providers who want more structure and clarity
Therapists who feel overwhelmed by IEPs, caseloads, documentation, and team communication
Supervisors, mentors, or team leads supporting school-based clinicians
Interactive PDF guide
Printable bonus toolkit
School-based therapy foundations
Educational vs. medical model comparison
IDEA, LRE, related services, and educational relevance overview
School-based acronym guide
First week and first month checklists
Caseload organization tools
Digital folder structure template
IEP meeting preparation checklist
Evaluation and report-writing guidance
Decision-making framework for service recommendations
Teacher, parent, and administrator communication scripts
Weekly planning template
Data collection sheets
Therapy supply checklist
Helpful resources and next steps
After using this starter pack, you’ll be able to:
Understand the school-based therapy model more clearly
Explain the difference between educational and medical need
Organize your caseload, schedule, documentation, and files
Prepare for IEP meetings with more confidence
Use educational relevance to guide service decisions
Communicate more clearly with teachers, families, and administrators
Save time with ready-to-use templates, scripts, and checklists
School-based therapy can feel like a lot, especially when you’re trying to manage services, meetings, documentation, evaluations, communication, and compliance all at the same time.
This starter pack gives you a practical place to begin. It is designed to help you stop searching for scattered answers and start using a clear, organized set of tools built specifically for school-based practice.
The bonus toolkit includes printable and fillable-style pages you can use throughout the school year:
School-Based Acronym Guide
First Month Checklist
Caseload Organization Checklist
Digital Folder Structure Template
IEP Meeting Preparation Checklist
Educational vs. Medical Model Comparison
Decision-Making Flow Chart
Teacher Communication Scripts
Parent Communication Scripts
Weekly Planning Template
Data Collection Sheets
Therapy Supply Checklist
Download The School-Based Therapist Starter Pack today and start the school year with a clearer plan, stronger systems, and more confidence in your role.