Template Guide

Therapy session planning checklist: prepare every session in under 2 minutes

A session planning checklist ensures every therapy session is ready before the client arrives. Here's a practical checklist for ABA, OT, and SLP sessions.

Rushing into a session without preparation is one of the most common causes of wasted therapy time. When a therapist arrives at a session without knowing which goals to address, which activities are planned, or what materials are needed, they spend the first 10–15 minutes of the session setting up — time that should belong to the child. A session planning checklist takes 2–5 minutes to complete and ensures every session starts with clarity. Here's what to include.

What a good therapy session planning checklist includes

Every section has a purpose. Here's what to include and why.

1

Review previous session data

Check the last session's trial data. Which goals are approaching mastery? Which are stagnating? Are there any program changes from the BCBA? This takes 2 minutes and sets the clinical direction for today's session.

2

Confirm active goals and programs

List the 3–8 goals (ABA) or 2–4 goals (OT/SLP) to address today, with the current prompt level or approach for each. Don't rely on memory.

3

Prepare materials

Collect all materials needed: objects for receptive identification tasks, fine motor supplies, articulation materials, reinforcer items identified in the last session. Confirm everything is present before the client arrives.

4

Review parent notes

Check any parent messages or updates since the last session: behavior at home, sleep, medication changes, school events that might affect today's session. Adjust the session plan if needed.

5

Set up data collection

Open the data collection form (paper or digital) with today's goals pre-populated. Confirm the data recording method for each goal. This should take under 1 minute with a digital system.

6

Identify today's reinforcers

What motivates this child today? Preferred items, activities, and social reinforcers identified at the start of the session based on current motivation. Check the reinforcer assessment if one was recently conducted.

7

Post-session: complete notes before leaving

Session notes should be completed before the next session begins — not reconstructed at end of day. Plan 5–10 minutes after each session for documentation.

Template vs. automation

Using a template manually

5–10 min

Fill in each section from memory or notes. Format, proofread, export. Repeat for every session.

With Theralyn

2 min

Session data captured live. Report generated automatically when the session ends. Nothing to fill in.

Common questions

How much time should session preparation take?

2–5 minutes for an experienced therapist with a digital system. First-time sessions with a new client may take 10–15 minutes. The goal is preparation taking less time than the preparation saves during the session.

Should I prepare sessions the day before or the morning of?

Either works — the key is not doing it with the client waiting. Many therapists review the previous session's data the evening before and confirm materials in the 5 minutes before the client arrives.

How does Theralyn help with session preparation?

Theralyn's session planning screen shows all active goals, previous session data, and parent notes before a session begins. Building the session plan takes under 2 minutes — goals are already there, not recreated from memory each time.

Get the free therapy session planning checklist template

Start with the free Google Docs template — then sign up free to see how Theralyn automates it entirely.

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