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Thank You

You will emerge from this workshop with the knowledge, research, interactive tools, and plans you need to move you and your OT team from a caseload model to a workload model.

Who this course is for

  • Established School-Based OT Practitioners

    Established school-based OT practitioners who feel overwhelmed by the lack of time to complete the tasks required of them

  • Occupational Therapy Practitioners

    Occupational therapy practitioners who know they learn more and will take action if provided with time-sensitive action-oriented deadlines.

  • Related Service Provider Teams

    OT teams and other related services provider teams who know they could support more students more efficiently by using a workload model.

Here's how we will make the shift

Over 8 weeks, this workshop will allow you to take action & make changes this school year! 

Using live-online presentations with slides, accessible online tools, and homework designed to facilitate your learning experience, I will support you in moving to a workload model at your school sites. 

The workshop consists of 5 lessons over 8 weeks. This is by design to give you the chance to move towards a workload approach as you attend the workshop.

Week 1: How a workload differs from a caseload

It's a caseload world and we are all just living it.

It doesn't have to be that way, though. In the first week of the course, we will define how a caseload differs from a workload, both in theory and in practice. I will show you real-life examples of various caseloads and workloads so you can better explain the differences to your OT team and supervisors. 

I will also share the research with you related to why we should be making the shift now! Our well-being and our students' outcomes depend on us making the shift. 

(Manageable, but impactful homework assignments will be assigned each week)

Week 2: Understand YOUR Workload

In the second week, you will begin to take action. I will show you how to calculate your caseload and your workload as it stands on the day of this lesson. I will also share with you what a time study is, how to complete it, and provide you with the tools you need to get started. 

After week 2, you are going to have a 10-day homework assignment to complete a time study. I will be there in weeks 3 and 4 to support you as you complete your time study with all the other therapists taking the course with you.

Weeks 3 & 4: Time Study Support

Because I can't be there to track your time for you, During weeks 3 & 4, I am going to be available to support you through the time study. We will have designated times to meet up and work through any problems you may be having with your time study.

Week 5: Planning the shift!

Now that you will have your time study data, we will work together to break down and analyze the data to determine where our time has gone. We will use this new information to develop a plan to move forward. 

Week 6: Presenting the Data!

In week 6, you will learn how to take your action plan and present it to your administrator. This is the toughest part of moving to a workload approach and I will be there to support you! I will help you to create a well-articulated presentation so you are ready to have the tough discussions with your supervisor. 

Week 7: Supervisor Check in!

I know it may take a little time to build up that confidence and schedule a time to meet with your supervisor. That is why in week 7 we will have a support session designed to overcome any fears related to having a tough chat with our administrators.

Week 8: Don't stop now!

Unfortunately, if you don't continue to track your workload, it will get out of hand. That is why in our final week together, I will provide you with the knowledge and tools to prevent you from moving back into a caseload model. 

Yes, it will take a little upkeep every year. But with every year, your workload will become more clear and your administrators will learn to appreciate what you have done for the OT department, if not the entire special education department. 


You will also get access to the recorded version of the course so you can always go back and review the course material and access the helpful tools when you need them most. 

Let's do it together!

Learn and implement your workload approach alongside other School-Based OT Practitioners.

Do you appreciate accountability?

With 8 live sessions and set assignment due dates, you will complete this workshop with a plan in place. There is no need to worry about whether or not you will finish the course. I will keep you accountable! The next live cohort start date will be announced soon

So what is the promise of this workshop?

By the end of the 8 weeks, you will have earned 4 hours of professional development and harnessed the knowledge and tools needed to show your administrators the valuable benefits of moving from a caseload model to a workload approach. 

That includes developing a picture of your workload based on your current caseload, completing and analyzing a two-week time study, and drafting a document to share with your administrators.

Here are the exact objectives we will cover:

1. Identify how a caseload model differs from a workload model.

2. Recall research related to occupational therapy and using a workload approach. 

3. Appraise your current caseload and workload and distinguish how it is impacting your practice.

4. Create a plan for moving to a workload approach and maintaining it.

Who is this course for?

This course is designed for School-based OT practitioners and other related service providers who are looking to help their school(s) move toward an effective workload approach in order to save time and provide more ethical and effective therapy. 

This is an intermediate-level course and is for therapists who feel they could be successful in the schools if they had just a little more time and a bit of administrative support. No prerequisites are required. 

Your Instructor

Jayson Davies, MA, OTR/L

Occupational Therapist

Jayson Davies

Jayson Davies has been a School-Based Occupational therapist for over 9 years in Southern California. He created the OT School House Website and Podcast in 2017 as a way to support occupational therapists transitioning to, or currently working in, education systems. Jayson believes that OT practitioners have so much to offer the students and staff in the schools we serve. He would like to see every School-Based OT practitioner supporting all students using a workload model and tiered interventions. In addition to providing support to other therapists, Jayson also advises occupational therapy students on their thesis projects at the university level. Jayson is the owner of Schoolhouse Education, LLC and

Earn AOTA approved CEUs

Complete this workshop and earn .4 CEUs (4 hours) toward your state and national professional development requirements.

Make the Shift!

This is the workshop that will support you through live instructor interaction and feedback

A cohort-based course helps you finish what you start

  • Active learning, not passive watching

    With each live lesson, you're signing it to work with a group of dedicated school-based OT practitioners who are just as eager as you to make the shift from a caseload model to a workload approach.

  • Invaluable accountability and feedback

    Unlike other professional development courses where you leave the course wondering how to apply what you just learned, in this workshop, you will apply what you learn right away. You will also be able to receive feedback based on your work.

  • Direct Access to Jayson

    Sometimes, learning happens best during the unplanned interactions between instructors and students. You'll have direct access to me from start to finish. Nothing is off-limits. Ask big picture questions. Receive tactical feedback. Make progress. Whatever you need, I'm here for you.

Frequently Asked Questions

  • Is this workshop live or recorded?

    The Caseload to Workload Academy will be presented live on a Zoom meeting for 8 consecutive Thursdays. You can plan for each session to last about 1 hour.

  • What is the time commitment like for this workshop?

    Each week's session will last about 1 hour. However, the time commitment does extend beyond that for both you and me. There will be assignments for you to turn in and grade by myself to provide you with some feedback. Expect each week to require about 90 minutes of your time.

  • How many hours of professional development will I earn?

    At the end of the workshop and after you have completed the short quiz, you will earn a certificate of completion for 4 hours of professional development.

  • Why is this course only 4 hours of professional development?

    Meeting for the course will total 8 hours. However, about half of that time will not be direct instruction. Rather, that time will be spent supporting you in making progress on what you have learned. I don't just want you to learn the information. I want you to put the knowledge you learn into action and successfully move to a workload approach!

  • What exactly will I receive as part of the academy?

    You will be enrolled in the 8-week, Making the Shift: Caseload to Workload live-online workshop complete with 5 live presentation sessions and 3 live group work and Q+A sessions. You will also receive instant and lifetime access to the recorded Making the Shift workshop. Upon completion of the course, you will receive a certificate for 4 hours of professional development.

Disclaimers & Acknowledgments

My Honest Disclosures: 

Presenter Disclosure: The speaker, Jayson Davies is the owner of Schoolhouse Education, LLC

Sponsor Disclosure: This Course is presented by Schoolhouse Education, LLC

Content Disclosure: This learning event does not focus exclusively on any specific product or service. 

Course Completion Requirements

Dates and times for each completed lesson will be recorded and documented.

Passing an online exam and completing a course evaluation will be required to earn continuing education credit. Learners must also complete the required assignments designed to help you move toward your goal. 

To participate in the course, complete the exam and course evaluation, and earn continuing education credit, you must be the original purchaser of the course. Participants must complete the entire course; partial credit is not allowed.

Schoolhouse Education, LLC is committed to ensuring accessibility to the widest possible audience. We are continually improving the user experience for everyone. If you have questions, requests, or would like to report an accessibility-related issue, please email We will review your request and respond in a timely manner.

Terms and Conditions

Schoolhouse Education, LLC will keep a record of your CE courses. This includes all complete, incomplete, and pending coursework. When applicable, transcript services may include reporting to professional associations and/or state licensure boards. While the Schoolhouse Education, LLC will make all reasonable efforts to offer CE credit for its courses, it is not responsible for state or national, or regulatory current policies or changes in CE requirements that may make courses ineligible for CE credits.

Participant Agreement

By registering for, or attending any event or activity associated with the Making the Shift: Caseload to Workload Workshop, I agree to the following:

Professional Development/Information Disclaimer

The Making the Shift: Caseload to Workload Workshop is a virtual event for professional development, networking, and OT School house business purposes. The material presented is not intended to represent the only or the best methods appropriate for the occupational therapy and/or medical condition or professional development issues being discussed, but rather is intended to present the opinions of the presenters, which may be helpful to other health care professionals at arriving at their own conclusions and consequent application. Attendees participating in this professional development education program do so with full knowledge that they waive any claim they may have against the Making the Shift: Caseload to Workload Workshop, Schoolhouse Education, LLC, and OT School House and its staff or representatives for reliance on any information presented during these educational activities.

Waiver of Liability Agreement

I release the Making the Shift: Caseload to Workload Workshop, Schoolhouse Education, LLC, OT School House, and its staff, presenters, and any other individuals or entities associated with the Making the Shift: Caseload to Workload Workshop from any and all liability connected with my participation, as well as from any liability related to changes to the schedule, events or activities. I acknowledge and agree that I am participating on my own choice and assume all risk in connection thereof and that in the event that a need for emergency medical service arises, I authorize and consent to such services being provided at my own expense.

Cancelation & Refund Policy

In the event that Schoolhouse Education, LLC must cancel the event for any reason, participants will be offered the choice of a full refund or, when applicable, a credit toward the rescheduled event.

Participants who have not completed the course may cancel and receive a full refund within 30-days of registering for any reason.