Are you ready for an easy way to write goals and monitor progress? Whether you are creating goals individually or collaboratively, this workshop will help you set goals that are easy to monitor and design a monitoring tool that can help you decide whether your client is on track, it’s time to change the intervention, or it’s time to work on more challenging goals.

Stress-free monitoring begins with a well-written goal. While making a goal SMART (Specific, Measurable, Attainable, Relevant, Time-Bound) is a great start, how many times have we written a SMART goal that contained too many conditions to be easy to measure? So, in the morning, you will learn the 3 Common problems with SMART goals and the 4 Strategies to make your SMART goal easy to monitor. You will practice utilizing Apply EBP’s simple worksheet for goal creation with the guidance of your instructors. You will then go through the 3 Steps for the creation of an accompanying data collection system. You will gain 4 Tips for making it user-friendly to different members of the team, and helpful in making informed decisions. You will learn and practice how to use this data collection system in making objective decisions about whether your client is on track, or it is time to change the intervention or goal. Finally, Peggy will introduce you to the 5 Steps of the collaborative goal-writing process, and how you can utilize the lessons you learned earlier in the day to collaboratively-written student-centered goals.

Bring sample goals that you need to improve and case vignettes that you find challenging. There will be multiple opportunities to practice goal creation, monitoring, and decision-making, as well as interactive Q&A discussions with the instructors. Leave the day with concrete strategies and the confidence to create goals and monitor them meaningfully!

See the tools that you will receive for attending this course in the Toolkit tab below.

Peggy Morris, OTD, OTR/L, BCP is an OT with 30+ years of peds experience in early intervention, private practice & out-patient, but most of her experience & passion is in school-based practice. She coordinates the post-professional MS and OTD programs & school-based certificate program at Tufts University. She is Board Certified in Pediatrics through the AOTA, and a regular SeekFreaks contributor.

Carlo Vialu, PT, MBA served as Director of Physical Therapy for the NYC Department of Education, where he oversaw a program with over 700 PTs working in more than 1,500 schools. He is the Founder and Director of Continuing Education of Apply EBP, LLC and a co-founder of SeekFreaks, and evidence-informed online resource. Carlo has presented nationally and internationally on various pediatric topics, including motor learning, assessment, decision-making, and school-based practice.

Disclosures:

Peggy Morris:

Financial: Peggy receives a speaking fee from Apply EBP, LLC.

Nonfinancial: She has no relevant nonfinancial relationships to disclose.

Carlo Vialu:

Financial: Carlo is the owner of Apply EBP, LLC, and receives a speaking fee from Apply EBP, LLC.

Nonfinancial: He has no relevant nonfinancial relationships to disclose.

At the completion of this course, attendees will be able to:

1. 1. 1. Create a participation-based/occupation-based goal that is easy to monitor, on a given case study
      2. Determine two strategies for creating a simple data collection system for a goal
      3. Use the analysis of client data for clinical decision-making, given graphed data of a case scenario

The following is in Eastern Time. Note you may be in a different time zone.

• • • 8:30 am Goals that Are Easy to Monitor (lecture, interactive discussion)
      • • SMART interactive review: a good place to start
        • 3 Common problems with SMART goals
        • 4 Strategies to make SMART goals easy to monitor
    • 10:00 am Break
    • 10:10 am Using the Goals that Are Easy to Monitor Worksheet (lecture, group activities, and interactive discussion)
      • • Modeling the use of the Worksheet and Tip Sheet for creating goals that are easy to monitor
        • Your turn to practice
    • 11:10 am Break
    • 11:20 am Discussing improved SMART goals (interactive discussion)
    • 12:00 pm Lunch (on your own)
    • 12:30 pm Monitoring and Decision-Making Tool (lecture, activities, interactive discussion)
      • • Accountability and progress monitoring
        • 4 Tips for creating your monitoring tool
        • 3 Steps to creating your monitoring tool
        • Concrete strategy for using your monitoring tool to make informed decisions
        • Your chance to practice
    • 2:00 pm Break
    • 2:10 pm More Discussions on Monitoring and Decision-Making (interactive discussion)
    • 3:00 pm Collaborative Goals (lecture, group activity)
    • 3:20 pm Reflections and Action Plan (interactive discussion)
    • 3:30 pm Adjourn

To help you apply what you learned the very next day you return to work, you will leave the course with your Practical Toolkit:

• • Checklist: Creating Goals that Are Easy to Monitor
  • Cheat Sheet: Tips for Creating Goals that Are Easy to Monitor
  • Spreadsheet: Goal Monitoring and Decision-Making Chart

Attendees who complete this course will receive a certificate for 6 hours of continuing education training

For OTs and OTAs

• • • Apply EBP, LLC is an AOTA-approved provider of CEUs. You will receive 0.6 CEUs for this workshop

For PTs and PTAs

• • • Apply EBP, LLC is an approved provider of CEUs in IL, NM, NY, OK (BAP202310011 thru 11/27/25), and TX (APS #: 2703055TX)
    • This course is approved in CA, MD (#2022-480 thru 5/5/26) and NJ (#2204-87 thru 1/31/26).
    • These PT state boards accept approval by other states boards or state associations: AK, AZ, DC, DE, FL, HI, IN, KS, KY, MA, MI, MT, NC, ND, OR, PA, RI, SD, TN, UT, VT, VA, WI & WY.
    • These states do not require pre-approval of courses or have no CE requirements: AL, CO, CT, GA, IA, ID, ME, MO, NE, NH & WA.

ASHA CEUs

• • • 0.6 ASHA CEUs | Intermediate Level

• • • ASHA CE Provider approval and use of the Brand Block does not imply endorsement of course content, specific products or clinical procedures

For Teachers

• • • Apply EBP is an approved sponsor of CTLE for educators in New York State (#23827)

If you would like to obtain CEUs for another state, please email carlo@applyebp.com

Ticket Prices and Discounts

• • Early Bird – Group: $179/person – save $50/person if 3 or more from the same organization, community group/network or study group register by October 25, 2024. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
  • Early Bird – Individual: $199/person – save $30/person by registering by October 25, 2024.
  • Full Price – Group: $199/person – save $30/person if 3 or more from the same organization, community group/network or study group register starting October 26, 2024. Register together or separately, indicating at least 2 of your co-therapists who are also registering.
  • Full Price: $229/person – available starting October 26, 2024.

Purchasing Tickets

Select on the ticket type below. Enter required information. Select to pay via Credit Card, PayPal or by PO.

• • Pay via Credit Card or PayPal: You are registered instantly!
  • Pay via Purchase Order: Register and select “Purchase Order” as form of payment. At the end of your registration, click on “View/Print Invoice” to download a copy of the invoice that you can share with your employer. Send your Purchase Order and/or request for Apply EBP’s W9 to vicki@applyebp.com.

Cancellation Policy

Registrants may cancel up to 14 days prior to the course for a refund minus a $75 administration fee. There is no cancellation less than 14 days prior to the course; you can find a substitute or use your registration to attend a future Apply EBP course. There is no cancellation or substitution after you have received any course material; you can use your registration to attend a future presentation of the same course. Email applyebp@gmail.com to request to cancel. Apply EBP reserves the right to cancel a course up to 14 days prior to the course due to insufficient registration, with a full refund to registrants. Please do not arrange non-refundable travel arrangements until 13 days prior to the course, as Apply EBP is not responsible for such expenses.

Accommodations Request

Email or call 2 weeks prior to the course with requests for accommodations.

Complaints Resolution

We welcome all feedback. Please email or call us if you have any complaints so that we may work with you towards a resolution.

Contact Info:

Carlo Vialu

carlo@applyebp.com

646-269-9039

Online via Zoom

You will receive an email ~2 days prior to the course date with Zoom invitation and course materials. Please check your spam folder if you do not see an email  2 days prior to the course. Contact carlo@applyebp.com if the email is not in your spam folder.