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OT Annual Professional Review and Portfolio

An OT annual review workbook you add to through the year, ending in one printable page built from every tab. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

One page, pulling from every other tab
Five measures on the chart, not fifteen
Carried forward is a real status option
Competency levels renamed to your framework
Goals, CE and projects logged as you go
Opens in Excel and in Google Sheets

$14.99one-time, no subscription

Buy on Etsy

Instant digital download · one-time purchase · no subscription

OT Annual Professional Review and Portfolio — the workbook open in Excel

What it does

One page, pulling from every other tab
Five measures on the chart, not fifteen
Carried forward is a real status option
Competency levels renamed to your framework
Goals, CE and projects logged as you go
Year against year on the dashboard

What it looks like

OT Annual Professional Review and Portfolio screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Dashboard
One-Page Report
Annual Review
Goals
Competencies
Projects
CE
KPIs
Setup
About & Disclaimer

Works in

Microsoft Excel 2016 or later, Windows and Mac
Google Sheets — upload to Drive and open
No macros, no add-ins, no subscription

Honest scope

This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system — those stay your professional judgement.

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OT Annual Professional Review and Portfolio$14.99Buy on Etsy