- Write the functional description in one sentence, in occupational terms.
- Coach the shape: [condition] + [occupation] + [observable result with a number]. Model: "During 10-minute near writing at a standard desk, [student] completes 3 of 8 assigned lines and repositions to 12 cm from the page four times." Reject anything containing a condition name or the words "poor," "weak," or "difficulty with" unmodified.
- Write the referral decision and rationale in one sentence.
- Two acceptable shapes. Refer: "Referring for a comprehensive eye examination because no exam is on file and the near-work breakdown has not been medically evaluated." Do not refer: "No referral at this time; a comprehensive exam six months ago documented corrected acuity and correction is worn consistently, so the observed breakdown is being addressed as an occupational performance target." The rationale, not the decision, is what you are grading.
- Write the modification you will make Monday and the single observable indicator you will watch.
- Model: "Monday I will provide highlighted two-line paper and a task light for all near writing, and I will count lines completed in a fixed 10 minutes at baseline and again on Friday." One modification, one number, one time frame. If they name three modifications, make them choose one — otherwise they cannot attribute the change.