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    1. AOTA’S CENTENNIAL VISION:WHAT IT IS, WHY IT’S RIGHT PowerPoint presentation developed by Florence Clark, OTR/L, PhD, FAOTA AOTA Vice President 2006-2009; Associate Dean and Professor University of Southern California Division of Occupational Science and Occupational Therapy at the School of Dentistry PowerPoint presentation developed by Florence Clark, OTR/L, PhD, FAOTA AOTA Vice President 2006-2009; Associate Dean and Professor University of Southern California Division of Occupational Science and Occupational Therapy at the School of Dentistry

    3. What Is the Centennial Vision? A road map for the future of the OT profession to commemorate AOTA’s 100th anniversary in 2017 It will specify concrete benchmarks that demonstrate our forward movement in realizing the vision

    4. Centennial Vision Timeline In October 2003, the AOTA Board of Directors met for strategic planning. As the first step in this long-term process, the Directors endorsed the development of a Centennial Vision. In 2004, AOTA embarked on an ambitious effort to identify known trends in population demographics, science, technology, and health care. Based on these trends, and with the assistance of futurists at the Institute for Alternative Futures in Washington, DC, Vice President Charles Christiansen led the Board of Directors and the Association in a scenario planning process. Scenario planning is a way of analyzing known trends in order to imagine conditions that define views of possible worlds. These possible worlds are used as planning structures to guide thinking about potential courses of action in the areas of practice, education, policy and research. In October 2003, the AOTA Board of Directors met for strategic planning. As the first step in this long-term process, the Directors endorsed the development of a Centennial Vision. In 2004, AOTA embarked on an ambitious effort to identify known trends in population demographics, science, technology, and health care. Based on these trends, and with the assistance of futurists at the Institute for Alternative Futures in Washington, DC, Vice President Charles Christiansen led the Board of Directors and the Association in a scenario planning process. Scenario planning is a way of analyzing known trends in order to imagine conditions that define views of possible worlds. These possible worlds are used as planning structures to guide thinking about potential courses of action in the areas of practice, education, policy and research.

    5. Four planning scenarios were constructed to guide thinking about change and to anticipate conditions that will provide opportunities and challenges for occupational therapy in the years ahead. Familiar Territory explores an expected future with enough opportunity for the profession to steadily progress along familiar pathways. Scare City explores a feared future where current challenges cascade into an era of limited opportunities for occupational therapy. Bold New Frontier explores an aspirational future shaped by scientific and technological advances that could alter the practice of occupational therapy. And Shining City on the Hill explores a visionary future where a more holistic view of health transforms occupational therapy and its role in society. Four planning scenarios were constructed to guide thinking about change and to anticipate conditions that will provide opportunities and challenges for occupational therapy in the years ahead. Familiar Territory explores an expected future with enough opportunity for the profession to steadily progress along familiar pathways. Scare City explores a feared future where current challenges cascade into an era of limited opportunities for occupational therapy. Bold New Frontier explores an aspirational future shaped by scientific and technological advances that could alter the practice of occupational therapy. And Shining City on the Hill explores a visionary future where a more holistic view of health transforms occupational therapy and its role in society.

    6. Centennial Vision Timeline In 2005, the scenarios from the previous slide were used to foster a profession-wide dialogue among occupational therapists and occupational therapy assistants, among educators, scientists, students, and even among recipients of service in several venues across the United States. Several hundred people participated in AOTA sponsored visioning sessions, at state conferences, at universities, in practice settings, and through the Internet. Members of the Representative Assembly, Affiliated State Association Presidents, and the Assembly of Student Delegates were enlisted to serve as facilitators by Vice-President Charles Christiansen (2003-2006), who led the overall process. In 2005, the scenarios from the previous slide were used to foster a profession-wide dialogue among occupational therapists and occupational therapy assistants, among educators, scientists, students, and even among recipients of service in several venues across the United States. Several hundred people participated in AOTA sponsored visioning sessions, at state conferences, at universities, in practice settings, and through the Internet. Members of the Representative Assembly, Affiliated State Association Presidents, and the Assembly of Student Delegates were enlisted to serve as facilitators by Vice-President Charles Christiansen (2003-2006), who led the overall process.

    7. Drivers of Change 1. Aging and longevity 2. Health care costs and reimbursement Prospective and preventive medicine Assistive technologies Lifestyle values and choices Stress and Depression Information access/learning Universal design for active living Increasing diversity Changing world of work Using the scenarios, over 1,500 participants contributed specific written recommendations and viewpoints for contemplation by the leadership. They considered ten important drivers of change in society, which had been identified by the Institute for Alternative Futures, as most relevant to the future needs for occupational therapy services. The drivers of change included: aging and longevity, health care costs and reimbursement, prospective and preventive medicine, assistive technologies, lifestyle values and choices, stress and depression, information access/learning, universal design for active living, the increasing diversity of the population, and the changing world of work. Using the scenarios, over 1,500 participants contributed specific written recommendations and viewpoints for contemplation by the leadership. They considered ten important drivers of change in society, which had been identified by the Institute for Alternative Futures, as most relevant to the future needs for occupational therapy services. The drivers of change included: aging and longevity, health care costs and reimbursement, prospective and preventive medicine, assistive technologies, lifestyle values and choices, stress and depression, information access/learning, universal design for active living, the increasing diversity of the population, and the changing world of work.

    8. Practice Areas Mental Health Productive Aging Children and Youth Health and Wellness Work and Industry Rehabilitation, Disability, and Participation Also during AOTA’s visioning process, six broad overarching areas of practice —both traditional and emerging—became apparent. Each of the practice areas encompasses a wide variety of settings, populations, diagnoses, specialties, and concerns—with issues and needs that can be met by occupational therapy practitioners, educators, researchers, and scientists. These broad areas can be used to frame occupational therapy practice, education, policy and research activities in the 21st century. Also during AOTA’s visioning process, six broad overarching areas of practice —both traditional and emerging—became apparent. Each of the practice areas encompasses a wide variety of settings, populations, diagnoses, specialties, and concerns—with issues and needs that can be met by occupational therapy practitioners, educators, researchers, and scientists. These broad areas can be used to frame occupational therapy practice, education, policy and research activities in the 21st century.

    9. Emerging Areas of Practice Design & Accessibility Consulting and Home Modification Driver Rehabilitation and Training Ergonomics Consulting Health & Wellness Consulting Low Vision Services Private Practice Community Health Services Psychosocial Needs of Children and Youth Technology & Assistive Device Development and Consulting Ticket to Work Services Welfare to Work Services The above are today’s emerging areas of occupational therapy practice. For example, recently a Doctor of Occupational Therapy (OTD) graduate was hired to provide healthy living and office design consultations at a major University. Also, occupational therapists have recently been hired to provide lifestyle advisement at a wellness resort. In the state of California, a growing area of practice is in child mental health for which there is a new robust fending stream. The above are today’s emerging areas of occupational therapy practice. For example, recently a Doctor of Occupational Therapy (OTD) graduate was hired to provide healthy living and office design consultations at a major University. Also, occupational therapists have recently been hired to provide lifestyle advisement at a wellness resort. In the state of California, a growing area of practice is in child mental health for which there is a new robust fending stream.

    10. Centennial Vision Timeline In January 2006, the AOTA leadership, including representatives from all of AOTA’s governance bodies, professional partners AOTF and NBCOT, multi-cultural, diversity and inclusion caucuses/networks and students, and a cross section of practitioners, educators, scientists, and staff participated in a strategic visioning retreat. In January 2006, the AOTA leadership, including representatives from all of AOTA’s governance bodies, professional partners AOTF and NBCOT, multi-cultural, diversity and inclusion caucuses/networks and students, and a cross section of practitioners, educators, scientists, and staff participated in a strategic visioning retreat.

    11. Purpose of Retreat To articulate a shared vision of the occupational therapy profession To set strategic directions that will guide the work of the association and its members To deepen our personal resolve to shape our common future

    12. Centennial Vision Statement By the year 2017…… We envision that occupational therapy is a powerful, widely recognized, science-driven, and evidence-based profession with a globally connected and diverse workforce meeting society’s occupational needs. The above vision statement was developed at the retreat and distilled from a mountain of documents that had been generated through many hours of discussion and deliberations, as well as small group discussions as part of the visioning process undertaken over the course of the past three years. From thousands of potential words, the underlined ones were singled out for capturing the Centennial Vision. To unpack the meaning of each word and its relevance to the profession’s future, let’s walk through them one-by-one in the following slidesThe above vision statement was developed at the retreat and distilled from a mountain of documents that had been generated through many hours of discussion and deliberations, as well as small group discussions as part of the visioning process undertaken over the course of the past three years. From thousands of potential words, the underlined ones were singled out for capturing the Centennial Vision. To unpack the meaning of each word and its relevance to the profession’s future, let’s walk through them one-by-one in the following slides

    13. Powerful Leadership role in health care delivery system Education as basis for power Active in policymaking Use of technology to provide services Influence change to benefit society Proliferation of private-pay practices To be and become powerful, occupational therapy practitioners will need to hold leadership roles in health care delivery systems, to be active in policymaking, and to utilize technology to provide services. The source of this power is a strong educational foundation which will equip occupational therapy practitioners to influence change to benefit society. Possessing power will also mitigate the stress of reimbursement for our services and open the path to and fuel the proliferation of private-pay practices. Occupational therapists and scientists will need to see that their pursuit of power is needed to position the profession in the policy and reimbursement world to make its unique contribution to meeting societal needs. To be and become powerful, occupational therapy practitioners will need to hold leadership roles in health care delivery systems, to be active in policymaking, and to utilize technology to provide services. The source of this power is a strong educational foundation which will equip occupational therapy practitioners to influence change to benefit society. Possessing power will also mitigate the stress of reimbursement for our services and open the path to and fuel the proliferation of private-pay practices. Occupational therapists and scientists will need to see that their pursuit of power is needed to position the profession in the policy and reimbursement world to make its unique contribution to meeting societal needs.

    14. Widely Recognized Clear, compelling public image Consumer friendly language Widespread understanding of OT OT identity and scope protected by law Value of occupation to health and wellness recognized by society Increased OT consumer demand To be widely recognized, we need to have a simple, clear, compelling public image and use consumer friendly language to answer the frequently-asked question: “What is occupational therapy?" and to communicate the value of our services. Our communications must be sticky, simple, and clear, and we recognize that we will need to find experts in marketing and communication to equip us with this kind of language that the public will grasp easily. While some fields and products lack substance but have effective marketing, occupational therapy has substance and now needs marketing. A widespread understanding of what occupational therapy is, coupled with society’s recognition of the value of occupation to health and wellness, will result in increased consumer-demand for occupational therapy. We have had public awareness campaigns before, but these have only featured a fraction of how certain occupational therapy practitioners meet society’s needs. And we certainly have made progress. But what we need now is a simple message that the public will “get” and one which captures the substance of what all of us do. Our message must be practical and personal in order to stick. And it needs to connect with people emotionally and be one with which our OT researchers, practitioners and educators can identify. As part of the Vision, we are working with top-of-the-line professionals who have the capacities to deliver what we need. In turn, demand for occupational therapy services will help to ensure that the identity and scope of our profession is recognized and protected by law. To be widely recognized, we need to have a simple, clear, compelling public image and use consumer friendly language to answer the frequently-asked question: “What is occupational therapy?" and to communicate the value of our services. Our communications must be sticky, simple, and clear, and we recognize that we will need to find experts in marketing and communication to equip us with this kind of language that the public will grasp easily. While some fields and products lack substance but have effective marketing, occupational therapy has substance and now needs marketing. A widespread understanding of what occupational therapy is, coupled with society’s recognition of the value of occupation to health and wellness, will result in increased consumer-demand for occupational therapy. We have had public awareness campaigns before, but these have only featured a fraction of how certain occupational therapy practitioners meet society’s needs. And we certainly have made progress. But what we need now is a simple message that the public will “get” and one which captures the substance of what all of us do. Our message must be practical and personal in order to stick. And it needs to connect with people emotionally and be one with which our OT researchers, practitioners and educators can identify. As part of the Vision, we are working with top-of-the-line professionals who have the capacities to deliver what we need. In turn, demand for occupational therapy services will help to ensure that the identity and scope of our profession is recognized and protected by law.

    15. Science-Driven Greater research capacity and productivity to develop new and more effective methods in OT practice Science-based knowledge blended with occupation-based practice in all settings Premier universities seek occupational scientists to engage in research To be science-driven entails fostering the growth of occupational science and recruiting occupational scientists. We envision that premier universities will acknowledge the unique perspective that occupational scientists bring to the table and specifically seek them out to engage in research. Given that occupational science is the body of knowledge which informs and can demonstrate the efficacy of our practice, it is imperative to increase our research capacity and productivity. All occupational therapy practitioners must be equipped to use science-based knowledge guided by our time-honored values to demonstrate our power in meeting societal needs. To be science-driven entails fostering the growth of occupational science and recruiting occupational scientists. We envision that premier universities will acknowledge the unique perspective that occupational scientists bring to the table and specifically seek them out to engage in research. Given that occupational science is the body of knowledge which informs and can demonstrate the efficacy of our practice, it is imperative to increase our research capacity and productivity. All occupational therapy practitioners must be equipped to use science-based knowledge guided by our time-honored values to demonstrate our power in meeting societal needs.

    16. Evidence-Based All OT practice areas supported by evidence OT efficacy data widely available All payers cover OT because of efficacy, savings, benefits, etc. In addition to being science-driven, it is critical that occupational therapy be evidence-based. This requires that as much occupational therapy practice as is feasible be justified through evidence and that the data confirming the efficacy of occupational therapy be widely available. As a result, payers will be more likely to reimburse occupational therapy services because it is a proven, cost-effective treatment that improves health and quality of life. In addition to being science-driven, it is critical that occupational therapy be evidence-based. This requires that as much occupational therapy practice as is feasible be justified through evidence and that the data confirming the efficacy of occupational therapy be widely available. As a result, payers will be more likely to reimburse occupational therapy services because it is a proven, cost-effective treatment that improves health and quality of life.

    17. Globally Connected and Diverse Workforce Global OT community Increased involvement of members AOTA = essential tool of the profession OT roles include: practitioners, educators, researchers, scientists, & entrepreneurs Members reflect society’s diversity New alliances with other professionals Achievements associated with the prior key words will not be realized without a globally connected and diverse workforce. First and foremost, we need to build AOTA membership. AOTA membership dues provide the revenue base to bring in the marketing expertise we need to create public understanding of occupational therapy. AOTA membership dues provide the funding for the advocacy that will ensure the necessary reimbursement streams are in place. And AOTA membership connects all of us – scientists, practitioners, educators, and students -- so that our efforts are aligned and therefore powerful. There is tremendous power in unity. We believe the growth and increased involvement of AOTA members is necessary to acquire a dynamic workforce. Active membership will bolster AOTA’s role as an essential tool of the profession – a clearinghouse for all occupational therapy-related information, events, and networks. At the heart of AOTA will be a workforce that includes not only practitioners, but educators, researchers, scientists, and entrepreneurs who reflect society’s diversity. This network will create a web of resources and links to other professionals with whom we can form new alliances, locally and globally. And our international partnerships will enrich our imaginations about new opportunities to meet societal needs through activities such as working in war-torn villages on other continents, and developing context-based community programs. Achievements associated with the prior key words will not be realized without a globally connected and diverse workforce. First and foremost, we need to build AOTA membership. AOTA membership dues provide the revenue base to bring in the marketing expertise we need to create public understanding of occupational therapy. AOTA membership dues provide the funding for the advocacy that will ensure the necessary reimbursement streams are in place. And AOTA membership connects all of us – scientists, practitioners, educators, and students -- so that our efforts are aligned and therefore powerful. There is tremendous power in unity. We believe the growth and increased involvement of AOTA members is necessary to acquire a dynamic workforce. Active membership will bolster AOTA’s role as an essential tool of the profession – a clearinghouse for all occupational therapy-related information, events, and networks. At the heart of AOTA will be a workforce that includes not only practitioners, but educators, researchers, scientists, and entrepreneurs who reflect society’s diversity. This network will create a web of resources and links to other professionals with whom we can form new alliances, locally and globally. And our international partnerships will enrich our imaginations about new opportunities to meet societal needs through activities such as working in war-torn villages on other continents, and developing context-based community programs.

    18. Occupational Needs Active participation in life contributes to health because it “enables individuals to utilize their biological capacities and potential” (Wilcock, 1993) Ability to “do” affected by: Technology Demographics Health care Unpredictable events Catastrophic illness/disability With a globally connected and diverse workforce, we will be better positioned to address society’s occupational needs. According to Ann Wilcock, humans biologically need to exercise their capacities to engage in activities. It follows that staying engaged in life, being able to participate in one’s world of activity has a major impact on health and well-being. As the famous National Public Radio’s John Hockenberry described it at the 2006 AOTA Annual Conference & Expo, occupational therapists give people with disabilities and others permission to be different and to try to live their lives as they wish. He believes the skills we help our clients to develop become an improvisational engine that enables them to live a life worth living. This ability to “do” may be compromised by changes in social, political, economic, and technological contexts. We must be vigilant and be mindful of changes in these contexts to help us identify what occupational needs are emerging, or are not being met, and how occupational therapy can fill the void. With a globally connected and diverse workforce, we will be better positioned to address society’s occupational needs. According to Ann Wilcock, humans biologically need to exercise their capacities to engage in activities. It follows that staying engaged in life, being able to participate in one’s world of activity has a major impact on health and well-being. As the famous National Public Radio’s John Hockenberry described it at the 2006 AOTA Annual Conference & Expo, occupational therapists give people with disabilities and others permission to be different and to try to live their lives as they wish. He believes the skills we help our clients to develop become an improvisational engine that enables them to live a life worth living. This ability to “do” may be compromised by changes in social, political, economic, and technological contexts. We must be vigilant and be mindful of changes in these contexts to help us identify what occupational needs are emerging, or are not being met, and how occupational therapy can fill the void.

    19. Centennial Vision Timeline We are now at the planning and communication and strategic implementation phases of the Centennial Vision journey. Several leaders of the profession are spreading the word of the Centennial Vision to a variety of audiences including: students, state association conference participants, program directors, clinicians, educators, and fieldwork coordinators/educators. We are now at the planning and communication and strategic implementation phases of the Centennial Vision journey. Several leaders of the profession are spreading the word of the Centennial Vision to a variety of audiences including: students, state association conference participants, program directors, clinicians, educators, and fieldwork coordinators/educators.

    20. What AOTA Is Doing 2007-2009 Image-building campaign Advocacy to ensure funding Linkages between research, education, and practice Research agenda Model curriculum Outcomes database On the strategic implementation end, AOTA’s Fiscal Year 2008 budget incorporates several initiatives designed to address the Centennial Vision priorities identified by the Board. These six priorities are: 1) Develop a major image building campaign to more effectively explain OT to general and targeted public audiences; 2) Engage in broad-based advocacy to ensure funding for OT in traditional and emerging areas; 3) Facilitate stronger linkages between research, education and practice to enable effective communication; 4) Build a cutting edge research agenda for the profession; 5) Develop a model curriculum for OT and OTA educational programs; and 6) Develop a universal computerized outcomes data set. The following slides will outline the goals and progress made toward each of these six priorities. On the strategic implementation end, AOTA’s Fiscal Year 2008 budget incorporates several initiatives designed to address the Centennial Vision priorities identified by the Board. These six priorities are: 1) Develop a major image building campaign to more effectively explain OT to general and targeted public audiences; 2) Engage in broad-based advocacy to ensure funding for OT in traditional and emerging areas; 3) Facilitate stronger linkages between research, education and practice to enable effective communication; 4) Build a cutting edge research agenda for the profession; 5) Develop a model curriculum for OT and OTA educational programs; and 6) Develop a universal computerized outcomes data set. The following slides will outline the goals and progress made toward each of these six priorities.

    21. Image-Building Campaign GOALS Brand the profession with a unifying and widely appealing image to promote understanding of OT Increase understanding of and use of OT Promote events: OT Month = OT as a Career A necessary first step in undertaking a major image building campaign to promote occupational therapy to the public has been the development of a message that defines OT for audiences in a way that can fit the multiple purposes and expertise of OT. The goals are to increase understanding of and use of OT. This year, OT month will be used to promote OT as a career. A necessary first step in undertaking a major image building campaign to promote occupational therapy to the public has been the development of a message that defines OT for audiences in a way that can fit the multiple purposes and expertise of OT. The goals are to increase understanding of and use of OT. This year, OT month will be used to promote OT as a career.

    22. Image-Building Campaign AOTA unveiled OT’s new brand for the 21st century. “Living Life to Its Fullest” will now be used to inform others about OT, both through practitioners conveying the message themselves as well as through continuing media efforts. AOTA unveiled OT’s new brand for the 21st century. “Living Life to Its Fullest” will now be used to inform others about OT, both through practitioners conveying the message themselves as well as through continuing media efforts.

    23. When Occupational Therapy helps adults stay active in their own homes and communities, we are helping them live life to its fullest. When Occupational Therapy helps adults stay active in their own homes and communities, we are helping them live life to its fullest.

    24. 2008 Presidential Address When Occupational Therapy helps a child control negative behaviors and engage in positive socialization, we are helping him or her live life to its fullest. We will be moving forward with the message that living life and occupational therapy are inextricably intertwined. When Occupational Therapy helps a child control negative behaviors and engage in positive socialization, we are helping him or her live life to its fullest. We will be moving forward with the message that living life and occupational therapy are inextricably intertwined.

    25. Image-Building Campaign Next steps Develop materials for the profession Develop materials for the public Advise on media activities National and local media coverage: Backpack Awareness 2007 New York Times NY Daily News Washington Post CNN Channel One Real Simple Magazine Wall Street Journal: Home modifications AOTA has identified a national public relations firm, Breakwhitelight, with the creativity and skill to effectively articulate the occupational therapy profession through a message that can be used repeatedly in multiple media forums to educate and inform about the profession. Meanwhile, AOTA continues to aggressively represent the profession in both national and local media across the United States. Some of the media highlights during this past year are listed above. AOTA has identified a national public relations firm, Breakwhitelight, with the creativity and skill to effectively articulate the occupational therapy profession through a message that can be used repeatedly in multiple media forums to educate and inform about the profession. Meanwhile, AOTA continues to aggressively represent the profession in both national and local media across the United States. Some of the media highlights during this past year are listed above.

    26. Image-Building Campaign PROGRESS 2008: US News & World Report: OT as One of Best Careers in 2007, again in 2008 New York Times: OT and Head Injury Reuters International News Service: OT and Wii USA Today: OT in Iraq, Afghanistan 2008 has proven to be a good year so far in media coverage. 2008 has proven to be a good year so far in media coverage.

    27. Advocacy To Ensure Funding GOALS Expand public policy agenda to include: Mental health Research promotion Private payers Veterans, Defense Protect, expand state licensure laws and regulations Protect, expand use of OT Enable members to advocate Medicare coverage advocacy packet Private practice establishment packet AOTA’s advocacy activities aim to integrate new Board and RA directives relating to mental health, research promotion, private payers and worker’s compensation into the organization’s existing public policy agenda, as well as give continued attention to the largest areas of practice (e.g. school-based practice and Medicare). In state and reimbursement activities, protection of scope of practice and enabling members’ advocacy are key. AOTA developed materials such as the Medicare Local Coverage Determination packet and the Private Practice Packet specifically to meet member needs AOTA’s advocacy activities aim to integrate new Board and RA directives relating to mental health, research promotion, private payers and worker’s compensation into the organization’s existing public policy agenda, as well as give continued attention to the largest areas of practice (e.g. school-based practice and Medicare). In state and reimbursement activities, protection of scope of practice and enabling members’ advocacy are key. AOTA developed materials such as the Medicare Local Coverage Determination packet and the Private Practice Packet specifically to meet member needs

    28. Advocacy To Ensure Funding PROGRESS Key legislative achievement: No Medicare Cap Exception process to 6/08 “Alternative” discussions—protect OT! Key regulatory achievements Removal of additional wheelchair evaluation requirements New, correct qualifications in Medicare AOTA’s key advocacy achievement has been the prevention of implementation of the cap through legislation, but behind the scenes, AOTA staff and members advocate with agencies, payers, and the public to attain increased recognition of and payment for occupational therapy in multiple areas of practice. In addition, advocating for issues in the context of the Centennial Vision has provided opportunities to impact research agencies, like the National Institutes of Health The prevention of the implementation of the cap for another six months was achieved only through intense, continuous advocacy by staff and members. In Medicare, regulatory advocacy with the Centers for Medicare and Medicaid Services (CMS) resulted in the overturning of a rule to require occupational therapists to have additional credentials to provide certain wheeled mobility evaluations. The success protected the full scope of practice of OT while also promoting that OT’s ethics base would assure that any OT who performed these evaluations would not do so without being competent. After years of advocacy by AOTA, the qualifications for occupational therapists and occupational therapy assistants were changed to reflect current licensure and practice policies. Of particular concern was the effect of Medicare’s new regulation on students; AOTA’s involvement in the final language construction assured students would continue to be able to work in Medicare settings. AOTA’s key advocacy achievement has been the prevention of implementation of the cap through legislation, but behind the scenes, AOTA staff and members advocate with agencies, payers, and the public to attain increased recognition of and payment for occupational therapy in multiple areas of practice. In addition, advocating for issues in the context of the Centennial Vision has provided opportunities to impact research agencies, like the National Institutes of Health The prevention of the implementation of the cap for another six months was achieved only through intense, continuous advocacy by staff and members. In Medicare, regulatory advocacy with the Centers for Medicare and Medicaid Services (CMS) resulted in the overturning of a rule to require occupational therapists to have additional credentials to provide certain wheeled mobility evaluations. The success protected the full scope of practice of OT while also promoting that OT’s ethics base would assure that any OT who performed these evaluations would not do so without being competent. After years of advocacy by AOTA, the qualifications for occupational therapists and occupational therapy assistants were changed to reflect current licensure and practice policies. Of particular concern was the effect of Medicare’s new regulation on students; AOTA’s involvement in the final language construction assured students would continue to be able to work in Medicare settings.

    29. Advocacy To Ensure Funding PROGRESS (continued): Expansion advocacy achievements Mental health advocacy with organizations Relationship with mental health leader in Congress Report language promoting OT NINDS NCMRR CDC Veterans Outreach to DoD, Veterans Health Congressional awareness Posttraumatic Stress Disorder (PTSD) Traumatic Brain Injury Dr. Carolyn Baum testified before the House Veterans’ Affairs Subcommittee on Health about the role of OT in treating PTSD. VA Town Hall meetings Continuing advocacy on Capitol Hill and with key mental health organizations, like the Campaign for Mental Health Reform and the Bazelon Center promoted the identity of OT as a mental health provider. AOTA staff has been accepted to present at the annual meeting of the National Council for Community Behavioral Healthcare in May on the potential for using occupational therapy in mental health settings. Rep. Tim Murphy of Pennsylvania, a psychologist by training and a leader in mental health in Congress, met with President Penny Moyers and also made a special presentation at the student conclave in November 2007. In the Senate bill on appropriations for health and human services, AOTA inserted language sending “messages” to agencies including NINDS, NCMRR and CDC about such issues as research grants for emerging scientists and implementation of the national stroke progress review committee report. This now gives AOTA the opportunity to meet with these agencies to assure their response to these issues. Veterans of course has become a critical topic. And AOTA has been adding its voice to support injured service members. Outreach to key staff on the Hill and to our members in the VA system have promoted the OT role in PTSD and TBI. Of note is former AOTA president Dr. Carolyn Baum’s testimony on April 1, 2008 before the House Veterans’ Affairs Subcommittee on Health about the unique contributions of occupational therapy to the treatment of PTSD. AOTA leaders are meeting with VA officials to support OTs in the system and maximize their ability to serve veterans. Continuing advocacy on Capitol Hill and with key mental health organizations, like the Campaign for Mental Health Reform and the Bazelon Center promoted the identity of OT as a mental health provider. AOTA staff has been accepted to present at the annual meeting of the National Council for Community Behavioral Healthcare in May on the potential for using occupational therapy in mental health settings. Rep. Tim Murphy of Pennsylvania, a psychologist by training and a leader in mental health in Congress, met with President Penny Moyers and also made a special presentation at the student conclave in November 2007. In the Senate bill on appropriations for health and human services, AOTA inserted language sending “messages” to agencies including NINDS, NCMRR and CDC about such issues as research grants for emerging scientists and implementation of the national stroke progress review committee report. This now gives AOTA the opportunity to meet with these agencies to assure their response to these issues. Veterans of course has become a critical topic. And AOTA has been adding its voice to support injured service members. Outreach to key staff on the Hill and to our members in the VA system have promoted the OT role in PTSD and TBI. Of note is former AOTA president Dr. Carolyn Baum’s testimony on April 1, 2008 before the House Veterans’ Affairs Subcommittee on Health about the unique contributions of occupational therapy to the treatment of PTSD. AOTA leaders are meeting with VA officials to support OTs in the system and maximize their ability to serve veterans.

    30. Advocacy To Ensure Funding Progress (continued) OT testified before U.S. House Committee OT measures developed for Medicare Physician Quality Reporting Initiative/PQRI Funding for OT training program development in technology for elderly AOTA membership reached 38,000 mark for the first time in 5 years. Another important achievement in 2007 was the invitation of Julie Bass Haugen, OT faculty member at St. Catherine’s University, to testify about AOTA’s concerns about federal funding. Bass Haugen discussed needs for training, funding for prevention and improvement of attention to special education. Also, AOTA staff and volunteers responded to the new Medicare initiative to develop quality indicators for outpatient occupational therapy practice. Because of this, occupational therapy experts are involved at all levels of the process to develop and approve measures of quality—an important way to protect occupational therapy for the future. AOTA advocacy succeeded in getting funding identified to train occupational therapy practitioners about new technology advances that can be used in the homes of aging individuals to enable independence. For the first time 5 years, AOTA’s membership reached the 38,000 mark. AOTA membership is an essential component of occupational therapy becoming a powerful profession. Another important achievement in 2007 was the invitation of Julie Bass Haugen, OT faculty member at St. Catherine’s University, to testify about AOTA’s concerns about federal funding. Bass Haugen discussed needs for training, funding for prevention and improvement of attention to special education. Also, AOTA staff and volunteers responded to the new Medicare initiative to develop quality indicators for outpatient occupational therapy practice. Because of this, occupational therapy experts are involved at all levels of the process to develop and approve measures of quality—an important way to protect occupational therapy for the future. AOTA advocacy succeeded in getting funding identified to train occupational therapy practitioners about new technology advances that can be used in the homes of aging individuals to enable independence. For the first time 5 years, AOTA’s membership reached the 38,000 mark. AOTA membership is an essential component of occupational therapy becoming a powerful profession.

    31. Advocacy To Ensure Funding PROGRESS (continued): Centers for Disease Control Joint work on falls prevention, TBI, and elderly Session at Conference 2008 Support for funding Special/Regular Education Promoting role of OT—Early intervening Positive Behavioral Supports Ohio, Idaho Medicaid recognition Advocacy on promoting rehabilitation in Medicaid AOTA has continued to develop a relationship with the Centers for Disease Control Center for Injury Prevention and Control. A joint session was conducted at the 2008 Long Beach conference where CDC officials discussed their efforts and OT experts shared ways for OTs to implement best practices. AOTA is also working to support expanded funding for the Center. For the practice in schools and early intervention, AOTA continues to assure key members of Congress understand what OT brings to the table in meeting the needs of students, children and families. AOTA is working to include language to use occupational therapy in providing positive behavioral supports. AOTA also joined with many mental health groups to prevent the Administration from restricting what is called the “rehabilitation benefit under Medicaid, a benefit that is used to meet the needs of individuals with mental illnesses. At the state level, AOTA supported state efforts to successfully get recognition of OT private practitioners under Medicaid. All of this progress is building the future of OT and enabling the vision to become a reality.AOTA has continued to develop a relationship with the Centers for Disease Control Center for Injury Prevention and Control. A joint session was conducted at the 2008 Long Beach conference where CDC officials discussed their efforts and OT experts shared ways for OTs to implement best practices. AOTA is also working to support expanded funding for the Center. For the practice in schools and early intervention, AOTA continues to assure key members of Congress understand what OT brings to the table in meeting the needs of students, children and families. AOTA is working to include language to use occupational therapy in providing positive behavioral supports. AOTA also joined with many mental health groups to prevent the Administration from restricting what is called the “rehabilitation benefit under Medicaid, a benefit that is used to meet the needs of individuals with mental illnesses. At the state level, AOTA supported state efforts to successfully get recognition of OT private practitioners under Medicaid. All of this progress is building the future of OT and enabling the vision to become a reality.

    32. Create Better Linkages Between Education, Research, and Practice Ad Hoc Committee Charge: Advise AOTA on projects and activities that will build stronger linkages between research, education, and practice and make preliminary recommendations that will inform new and evolving AOTA initiatives, particularly in the areas of continuing education, evidence-based practice, Annual Conference, and publications. Status: The final report was accepted by the BOD at their October 2007 meeting. Staff was charged to identify the feasibility of implementing the recommendations. This priority envisions efforts to foster greater connectivity and collaboration among the education, research and practice communities within the profession. An ad hoc committee was created to advise AOTA on projects and activities that will build stronger linkages between research, education and practice. They gathered data primarily through interviews with key groups/individuals regarding barriers, facilitators, past efforts, and general suggestions for linking research, education and practice. This priority envisions efforts to foster greater connectivity and collaboration among the education, research and practice communities within the profession. An ad hoc committee was created to advise AOTA on projects and activities that will build stronger linkages between research, education and practice. They gathered data primarily through interviews with key groups/individuals regarding barriers, facilitators, past efforts, and general suggestions for linking research, education and practice.

    33. Linkages Between Research, Education, & Practice PROGRESS (continued): Key Findings: Promoting practice scholarship with all members of the profession is key to addressing the charge Identified that scholarship and lifelong learning are not the exclusive domain of academics and researchers For the profession to continue to thrive and meet the Centennial Vision, we must recognize scholarship as key role of the practice, education, and research communities

    34. Key Recommendations & Status: Promoting practice scholarship with all members of the profession is key to addressing the charge. Status: This concept is being promoted as related projects are being developed.

    35. Key Recommendations (con’t): AOTA/AOTF sponsor a meeting of the editors of AJOT, OTJR, OT Practice, and other selected publications focused on OT issues to determine how they can work together to facilitate translation of research to practice using their publications. Status: New AJOT editor appointed, meeting to follow

    36. Key Recommendations (con’t): Propose future AOTA Conference theme Finding Your Inner Scholar: Focus on Lifelong Learning. Conference design should target multiple venues for linkages and connections among educators, researchers, students, and practitioners. Status: The theme being adopted for the 2009 Conference in Houston is “linking education, research, & practice” to meet the intent of this recommendation.

    37. Linking Education, Research & Practice: Progress More Progress: AOTA’s EBLR Initiative Evidence Perks All Perks are designed to link EB-related resources to practice and education. Evidence Bytes Bytes published 2x/month in AOTA’s 1-Minute Update. Target 6 broad practice areas and provide links to EB (scientific) resources for all audiences. EB reviews Findings are disseminated in multiple formats. CATs and CAPs added to the Web site. AOTA’s Evidence Based Practice Initiative is a key example of work being done to explicate the relationship between research, education and practice.AOTA’s Evidence Based Practice Initiative is a key example of work being done to explicate the relationship between research, education and practice.

    38. Linking Education, Research & Practice: Progress SIS Q’s (EDSIS, GSIS, TSIS) Work is in progress to collaborate on articles that provides EBP information in a user-friendly format with emphasis on translating EB published findings into practice Most, if not all, SISs have committed to have a research or evidence component linked with a practice topic for their SIS Workshop at the 2009 Annual Conference. With the SISs being primarily a community of practitioners, any of their communication vehicles that can be used to highlight these linkages is terrific.With the SISs being primarily a community of practitioners, any of their communication vehicles that can be used to highlight these linkages is terrific.

    39. Research Agenda GOALS Collaborate with AOTF and global partners Examine priorities of key federal funding agencies such as NIH & NIDRR Leadership development initiative Cultivate academic leaders in research As another component of the commitment of AOTA and AOTF to support the development of science and research capacities, a leadership development initiative designed to cultivate academic leaders who engage in the development of science and teaching will be established. Expected outcomes of these activities include an increased visibility of occupational therapy with federal research and funding agencies and an eventual increase in the profession’s research capacity and productivity. As another component of the commitment of AOTA and AOTF to support the development of science and research capacities, a leadership development initiative designed to cultivate academic leaders who engage in the development of science and teaching will be established. Expected outcomes of these activities include an increased visibility of occupational therapy with federal research and funding agencies and an eventual increase in the profession’s research capacity and productivity.

    40. Research Agenda PROGRESS AOTA Director of Research position created Susan Lin, ScD, OTR/L assumed new role August ’08 Research Advisory Panel (RAP) approved by AOTA and AOTF Joan Rogers, Chairperson 10 advisors appointed by AOTA and AOTF Presidents RAP focus: Align AOTA / AOTF research priorities with federal agencies’ priorities Develop database of current occupational therapy research Specific to developing a contemporary research agenda for the profession, AOTA and AOTF have identified participants to constitute an Research Advisory Group (RAP). The initial charge of this group is to examine the strategic plans and priorities of key federal funding agencies such as NIH and NIDRR and to crosswalk them to the current Research Priorities and Parameters of Practice for Occupational Therapy to determine the linkages that may already exist, evaluate the need for revision of the Priorities and bring forward any proposed changes to the AOTA and AOTF Boards. The results will be disseminated to the occupational therapy research community with recommendations relative to achieving better alignment with the identified federal funding initiatives. Specific to developing a contemporary research agenda for the profession, AOTA and AOTF have identified participants to constitute an Research Advisory Group (RAP). The initial charge of this group is to examine the strategic plans and priorities of key federal funding agencies such as NIH and NIDRR and to crosswalk them to the current Research Priorities and Parameters of Practice for Occupational Therapy to determine the linkages that may already exist, evaluate the need for revision of the Priorities and bring forward any proposed changes to the AOTA and AOTF Boards. The results will be disseminated to the occupational therapy research community with recommendations relative to achieving better alignment with the identified federal funding initiatives.

    41. Research Agenda PROGRESS (continued): Conference 3rd Annual Conference Institute ( 2008): “Building an academic career with a research training award” 4th Annual Conference Institute ( 2009): “Meet the Grant Makers” Leadership “Mentoring Circles” leadership institute was made available to Program Directors in January 2008. Also contributing to the research agenda priority, the 3rd Annual AOTA / AOTF Institute:” Building an Academic Career with a Research Training Award” was held at the 2007 AOTA Conference in St. Louis, Missouri. This institute targeted students enrolled in doctoral programs and those who have completed their doctoral education within the last 2-3 years who want to build a scientific career. Participants learned about federal training mechanisms to support career development, as well as what must be done to apply for a career development award. The 2009 institute, “Meet the Grant Makers” is designed for post doctoral students with an identified area of research to have time to dialog with key federal and private funders. A “mentoring circle” for program Directors was sponsored by AOTA / AOTF to address the critical need to systematically enhance the emergence of strong occupational therapy leaders within the academic community, while at the same time building the profession’s capacity to influence and lead Also contributing to the research agenda priority, the 3rd Annual AOTA / AOTF Institute:” Building an Academic Career with a Research Training Award” was held at the 2007 AOTA Conference in St. Louis, Missouri. This institute targeted students enrolled in doctoral programs and those who have completed their doctoral education within the last 2-3 years who want to build a scientific career. Participants learned about federal training mechanisms to support career development, as well as what must be done to apply for a career development award. The 2009 institute, “Meet the Grant Makers” is designed for post doctoral students with an identified area of research to have time to dialog with key federal and private funders. A “mentoring circle” for program Directors was sponsored by AOTA / AOTF to address the critical need to systematically enhance the emergence of strong occupational therapy leaders within the academic community, while at the same time building the profession’s capacity to influence and lead

    42. Model Curriculum GOALS Key initiative: To raise the bar of excellence among our educational programs Establish consistency in OT education and training Adequately prepare occupational therapy practitioners for the 21st Century Infuse curriculum with new content related to the Vision PROGRESS Two ad hoc groups formed to develop: OT model curriculum OTA model curriculum The Model Curriculum is a key initiative to raise the bar of excellence among our educational programs and have more consistency in the education and training of students in order to meet the Vision’s objective of preparing occupational therapists and occupational therapy assistants for the 21st Century. Two ad hoc groups were created, to develop a model curriculum for OT and OTA programs. The Model Curriculum is a key initiative to raise the bar of excellence among our educational programs and have more consistency in the education and training of students in order to meet the Vision’s objective of preparing occupational therapists and occupational therapy assistants for the 21st Century. Two ad hoc groups were created, to develop a model curriculum for OT and OTA programs.

    43. Process: Completed review of the literature Defined the “model curriculum” Identified the stakeholders and their needs Identified key “threads” and “content” needed to ensure that academic programs address the needs of graduates for the 21st century Developed an online forum to allow dialogue with key stakeholders for further input Met with key stakeholder groups (e.g., Program Directors; SIS Leadership) The ad hoc committee engaged in the above activities as they began their workThe ad hoc committee engaged in the above activities as they began their work

    44. Develop Model Curriculum The Committees are currently working on the final draft versions of the Model Curriculums which will guide the user through the steps in developing and/or revising a “Model OT/OTA Curriculum”.  Each model curriculum will include exemplars. Feedback will be solicited from all interested stakeholders via e-mails and forums. Feedback will be incorporated into the final product. Target date of completion for the October 2009 Program Directors’ meeting.

    45. Follow-Up to Model Curriculums “Blueprint for the Future of Education” Charged with identifying the curriculum content and expected student learning outcomes for occupational therapy and occupational therapy assistant programs in order to meet society’s needs in the 21st century As the 2 Model Curriculum ad hoc committees near completion of their task, the next step has begun. A committee has been formed to create the “blueprint for the future of education” that will take us to the next level.As the 2 Model Curriculum ad hoc committees near completion of their task, the next step has begun. A committee has been formed to create the “blueprint for the future of education” that will take us to the next level.

    46. Outcomes Database GOALS Develop universal computerized outcomes database Identify the OT outcomes that support our practice Ensure payment coverage PROGRESS (2007) Phase I Ad Hoc Committee gave final report to the BOD: Jane Case Smith, Chairperson Ad Hoc Key Recommendations: Constructs: Areas of Occupation (Occupational Therapy Practice Framework, AOTA 2002) Partner with existing database management company The development of a universal computerized outcomes database was identified as a priority to meet the growing demands of consumers, payers and policymakers for demonstrating the value of occupational therapy services and how it meets the health, quality of life and participation needs of society. This continues to be a complex and long term undertaking, requiring thoughtful planning and a thorough evaluation of existing systems and the optimal approach for defining and reporting occupational therapy outcomes. Phase I included an ad hoc group being formed that identified the constructs essential for OTs to measure across the lifespan The ad hoc group identified the “Areas of Occupation” as defined in the Occupational Therapy Practice Framework as the appropriate constructs for an occupational therapy outcomes measure or outcomes database. The development of a universal computerized outcomes database was identified as a priority to meet the growing demands of consumers, payers and policymakers for demonstrating the value of occupational therapy services and how it meets the health, quality of life and participation needs of society. This continues to be a complex and long term undertaking, requiring thoughtful planning and a thorough evaluation of existing systems and the optimal approach for defining and reporting occupational therapy outcomes. Phase I included an ad hoc group being formed that identified the constructs essential for OTs to measure across the lifespan The ad hoc group identified the “Areas of Occupation” as defined in the Occupational Therapy Practice Framework as the appropriate constructs for an occupational therapy outcomes measure or outcomes database.

    47. Develop Outcomes Database AOTA is ready to endorse AM-PAC as the outcome measure for the profession’s national outcome database. AM-PAC was the outcome measure identified by the Phase I Ad Hoc that most clearly parallels the constructs within the Occupational Therapy Practice Framework. After an exhaustive investigation into existing systems and measures, AOTA’s Board of Directors accepted the staff recommendations relative to endorsement of AM-PAC.After an exhaustive investigation into existing systems and measures, AOTA’s Board of Directors accepted the staff recommendations relative to endorsement of AM-PAC.

    48. Develop Outcomes Database AOTA is ready to promote use of AM-PAC tool by occupational therapists Request OT users of AM-PAC tool to report data to the AOTA Outcomes Database During this initial stage AOTA will begin to promote the use of AM-PAC by occupational therapy practitioners in the field.During this initial stage AOTA will begin to promote the use of AM-PAC by occupational therapy practitioners in the field.

    49. Develop Outcomes Database AOTA is ready to negotiate agreement with CREcare regarding access to and use of data. In addition to AM-PAC scores at intake and discharge, determine the other mandatory fields for AOTA Outcomes Database. CREcare, a company that assists clients in developing and implementing programs to measure and monitor clinical outcomes ,will have the data submitted by Occupational therapy practitioners in the field who are using AM-PAC. AOTA will be working with CREcare for access to this data.CREcare, a company that assists clients in developing and implementing programs to measure and monitor clinical outcomes ,will have the data submitted by Occupational therapy practitioners in the field who are using AM-PAC. AOTA will be working with CREcare for access to this data.

    50. Develop Outcomes Database AOTA is ready to form ad hoc committee to begin the development of documentation templates this fall in preparation for collaboration with an electronic documentation company. As a later step to offer clinicians assistance in capturing their data and completing their documentation accurately, AOTA will develop documentation templates to be used in conjunction with electronic documentation.As a later step to offer clinicians assistance in capturing their data and completing their documentation accurately, AOTA will develop documentation templates to be used in conjunction with electronic documentation.

    51. What You Can Do Encourage others to join AOTA and your state occupational therapy association to stay informed and claim their stake in the profession’s future Become an advocate for the profession by volunteering with policy-making groups Apply evidence-based practice in your work Network with other OTs and professionals to advocate for clients Spread the word of the Centennial Vision to stakeholders Create an alignment between the Centennial Vision and what you do Let AOTA know what you are doing to support the Centennial Vision The Centennial Vision provides an image of how the profession can move forward in our rapidly-changing world. This Vision cannot be achieved without your support. We look to you to actively support this movement and invite you to partner with us on this endeavor to shape and fortify our profession as the number one profession in facilitating people’s active participation in life and helping all Americans to live healthier lives. We need your energy and dedication to encourage others to embrace the Vision, each in their own way. Keep us abreast of your successes as well as your struggles, and let us maintain open lines of communication to capitalize on and sustain the momentum set in motion towards realizing the Centennial Vision. The golden age of our profession -- which Csikszentmihalyi has described as the time when its knowledge, its practice, and the values of its stakeholders are in alignment -- is fast approaching. The Centennial Vision provides an image of how the profession can move forward in our rapidly-changing world. This Vision cannot be achieved without your support. We look to you to actively support this movement and invite you to partner with us on this endeavor to shape and fortify our profession as the number one profession in facilitating people’s active participation in life and helping all Americans to live healthier lives. We need your energy and dedication to encourage others to embrace the Vision, each in their own way. Keep us abreast of your successes as well as your struggles, and let us maintain open lines of communication to capitalize on and sustain the momentum set in motion towards realizing the Centennial Vision. The golden age of our profession -- which Csikszentmihalyi has described as the time when its knowledge, its practice, and the values of its stakeholders are in alignment -- is fast approaching.

    52. Sources for Images Slide 3: http://www.cbpp.uaa.alaska.edu/afef/ Slide 5: 1.) http://www.bicyclefrenzy.com/category/bicycle-commuting/ 2.) Bubriski, K. (Photographer). (2001). Prayer Station, [Online Image]. Retrieved from http://www.loc.gov/exhibits/911/911-docphotos.html 3.) Christiansen, C. (Photographer). (2004). Retrieved from http://www.aota.org/News/Centennial/Background/36564.aspx, Slide 54 4.) http://picasaweb.google.com/m.tacker.org/ChicagoCitySegwayTour/photo#4965639216103686162 Slide 8: http://seniors.gov.sg/Grandparenting/Dos+and+Donts.htm

    53. Sources for Images Slide 9: 1.) http://bemytutor.co.uk/ 2.) http://www.charterwood.co.uk/about_us.php?me=17 Slide 10: http://www.navigatorassociates.com/ Slide 13: http://cehd.gmu.edu/graduation/ Slide 16: http://www.purdue.edu/hr/WorkLife/resourceCenter.htm Slide 17: www.wfot.org Slide 18: http://www.dailymail.co.uk/pages/live/articles/news/news.html?in_article_id=405602&in_page_id=1770

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