Yearly Goal Planner

I am so excited to share a yearly goal planner specifically for occupational therapy professionals (or any therapy professional!) The printable professional goal planning tool is specifically designed to develop and integrate annual goal planning into monthly and weekly goals for professional development as a therapy professional.

Yearly Goal Planner for Therapy Professionals

As therapy professionals, we know the value of a goal. We write them every day. We analyze progression and develop strategies for obtaining goals. We focus on making goals measurable and obtainable.

Many therapists create annual goals for themselves as part of professional
development. This may be a requirement for work or it may be a means for
obtaining professional development units in order to maintain licensure. 

Yearly goal planner printable sheets for occupational therapists who what to develop as a professional with monthly and annual goals when identifying and planning professional development.

Yearly Goal Planner for Professional Development

When we work toward a goal, we decide how to make small advances.
This is true in meeting goals of any kind. Big goals need to be broken down into
steps. A long term goal can be achieved through short-term pieces.  

Making goals provides a focus to our professional development. Making goals provides a sense of commitment that allows us to achieve. A focus on commitment can foster increased accomplishments in our success.  

It’s been determined that you become 42% more likely to achieve your goals and dreams, simply by writing them down on a regular basis.  

That’s why we’ve created these monthly professional development goal worksheets.

How to Plan for Yearly Professional Goals

There are many ways this yearly goal planner can be used. As therapy professionals, we know the power in creating goals based on mindset, motivation, and daily occupations. We know the power in making achievable goals at a “just right” level. And, we know the progress that can be made when monitoring and analyzing progress towards goal achievement.

Use the yearly goal planner to support professional development as a therapy professional in these ways:

  • They are a tool for developing as a professional and making small advances on those professional goals by breaking big annual goals into smaller chunks.  
  • The monthly professional development sheets are perfect for making goals and analyzing how we’ve worked toward meeting those goals.  
  • Use the sheets to strategize professional development, make notes, jot down ideas, and to itemize how those goals will advance.  
  • Identify what’s important to you as a professional. Is it working toward a certification? Is it gaining an advanced degree? Is it taking specific continuing education courses? Is it teaching as a professional? Creating a business? Use the annual goal planner to identify specifically where you are moving forward in the next year.
  • Identify a monthly focus based on self-reflection.
  • Create specific, measurable, achievable, relevant, and timed goals for each month.
  • Use the resources on AOTA on professional development, to create SOAR goals using Strengths, Opportunities, Aspirations, and Results (SOAR) along with the Yearly Goal Planner to move forward with goal planning.

It’s been shown that goals which are shared with others are more likely to be achieved. In fact, one study found that goals shared with others are more than 70%  more likely to be achieved compared 35% of those who did not share their goals with others. And sharing progression on goals as well as how we’re working on meeting those goals improves the likelihood of meeting those goals even more. Sharing goals and progress holds us accountable.

Get the Annual Professional Goal Planner OR as a special deal, get both the Yearly Professional Goal Planner AND the Professional Self-Reflection Journal DEAL for $5.

Yearly Professional Goal Planner printable sheets for occupational therapy professionals.

Colleen Beck, OTR/L has been an occupational therapist since 2000, working in school-based, hand therapy, outpatient peds, EI, and SNF. Colleen created The OT Toolbox to inspire therapists, teachers, and parents with easy and fun tools to help children thrive. Read her story about going from an OT making $3/hour (after paying for kids’ childcare) to a full-time OT resource creator for millions of readers. Want to collaborate? Send an email to

Annual Goal Planner for therapy professionals

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