Example Achievement Log for a Occupational Therapist
This is a real year in the working life of an Occupational Therapist serving a mixed caseload across acute and community settings. The log captures both the structured wins, assessments completed, discharge planning, and the grinding work of managing complex cases, adapting to staffing gaps, and the occasional misstep that prompted a process change.
A year in the life of a Occupational Therapist's log
- Feb - task: Took over stroke rehabilitation for ward 4B after Sarah's maternity leave began. Inherited 12 active patients with mixed functional recovery trajectories; ran initial reassessments across first three weeks to establish baselines for each.
- Mar - feedback: Ward 4B nursing lead told me "the difference is night and day, previous OT was spreadsheet heavy, you're actually asking patients what they want to do again." Noted after Thursday handover meeting.
- Apr - achievement: Completed 18 home environment assessments for patients approaching discharge, producing detailed reports with specific recommendations on grab rails, stair lifts, and bathroom modifications. 16 of 18 patients discharged within target timeframe.
- Apr - task: Assistive technology consultation for Mrs. Chen (72, right-hand dominant post-stroke hemiparesis) required three separate sessions. Initially recommended pen grips and one-handed adaptive utensils, but patient frustrated by eating setup, pivoted to voice-activated kitchen tech trial by session three.
- Jun - achievement: Developed occupational goal-setting template for ward intake to replace ad-hoc notes. Piloted with eight new admissions; three staff (physio, nursing, social work) fed back that clear goals reduced duplication of assessment work.
- Jul - feedback: Consultant physiotherapist James said in corridor "your discharge reports actually get read by GPs, mine usually aren't, you're writing them for the real clinician on the other end." Quick comment, but it landed.
- Jul - task: Covered three weeks of community OT clinic while Emma trained for MSc. Managed 14 standing appointments plus four new referrals; handed over complete case notes and appointment schedule, but two follow-ups slipped in the transition.
- Sep - achievement: Conducted cognitive screening (MoCA) and fine motor assessment for eight patients suspected of early-stage dementia, referred through geriatrician. Seven had documented findings; discharge summaries sent to GPs within five working days of each.
- Oct - task: Mr. Patterson (COPD, anxiety, hand tremor) required equipment reassessment after three months at home; tremor worsened, so reacher and dressing stick no longer practical. Coordinated with district nurse on simplified routine; consulted pharmacy re: timing of anxiolytic.
- Oct - achievement: Delivered 45-minute training session to 12 care home staff on fall prevention strategies and safe manual handling during ADL support. Feedback survey showed 10 of 12 rated content 'very useful'; three requested follow-up sessions.
- Dec - feedback: Service manager mentioned in one-to-one that caseload documentation has improved since the new template; turnaround on discharge summaries now consistently under five days, up from average of nine. End-of-year review.
What makes a strong entry
What most people write: Completed discharge planning for several stroke patients with environmental recommendations.
What went in the log: Completed 18 home environment assessments for patients approaching discharge, producing detailed reports with specific recommendations on grab rails, stair lifts, and bathroom modifications. 16 of 18 patients discharged within target timeframe.
The strong version names the actual number, specifies the three types of modification most commonly recommended, and shows the outcome metric (16 of 18 on-time discharge), so a reviewer can distinguish between hasty work and thorough planning, and can cite the data in their own reporting upward.
What most people write: Worked on a challenging patient case requiring adaptive equipment decisions.
What went in the log: Assistive technology consultation for Mrs. Chen (72, right-hand dominant post-stroke hemiparesis) required three separate sessions. Initially recommended pen grips and one-handed adaptive utensils, but patient frustrated by eating setup, pivoted to voice-activated kitchen tech trial by session three.
The strong version includes the patient's age and specific deficit, names the initial recommendation that didn't work, and shows the Occupational Therapist's reasoning and iteration, six months later, it proves the person recognizes when a solution is failing and can adapt rather than just closing the case.
How this becomes your review in November
I took on the ward 4B stroke caseload mid-year and established a reassessment baseline for 12 inherited patients, earning feedback that my approach was more focused on functional recovery than process. Over the year I completed 18 discharge home assessments with specific recommendations, achieving 16 on-time discharges, and developed an occupational goal-setting template that reduced duplication across disciplines. My discharge summaries have become a reference point for GPs and community clinicians, with turnaround times now consistently under five days, reflecting a shift in how we document and communicate patient goals to the team managing their ongoing care.
Starting your own log
Don't try to reconstruct a year you have already had. Start from today, one line whenever something happens, and let it build. The Perform Review Achievement Log does this for you and can capture wins straight from Slack, and how to start an achievement log covers the wider playbook.
Example Logs for Related Roles
Ready to start your own? Start your Achievement Log free, see how the Perform Review Achievement Log works, or browse performance review phrases for Occupational Therapist.