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The Importance of Functional Skills in Schools: A Guide for Teachers and Therapists

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The Importance of Functional Skills in Schools: A Guide for Teachers and Therapists

Support independence, participation, and meaningful IEPs with practical data collection tools

In a fast-paced school environment, it’s easy for academics to take center stage. We assess reading fluency, measure math progress, and track test scores—but often, we overlook the foundational skills students need to access the curriculum in the first place.

Functional skills are those real-life, school-day tasks that help students participate, navigate their day, and build independence. When these skills are underdeveloped, students may struggle—not because they don’t understand the academic material, but because they lack the practical abilities required to fully engage in learning.

For special education teachers, occupational therapists, and school-based teams, collecting structured functional data is one of the most powerful ways to guide support, write meaningful IEPs, and track real progress. And yet, it’s often the most underused.

That’s where a tool designed specifically for school-based teams becomes a game-changer.


What Are Functional Skills—and Why Are They So Important?

Functional skills are the real-world, daily tasks that students perform during the school day. They bridge the gap between a student’s cognitive ability and their actual ability to participate in learning environments.

These include skills like:

  • Opening a lunch container
  • Organizing a desk or backpack
  • Navigating the hallway or stairs
  • Following hygiene routines independently
  • Managing technology like a Chromebook or headphones
  • Using scissors, pencils, or other classroom tools effectively
  • Dressing for recess or PE
  • Coping with sensory input in group environments

These tasks involve fine motor coordination, executive functioning, motor planning, sensory regulation, and adaptive behavior—and they often determine whether a student can access, engage with, and succeed in their school routines.


Why Functional Data Matters in Schools

Most academic interventions are data-driven. But how often are we collecting data on the very skills that enable students to participate in those interventions?

Too often, we rely on anecdotal observations or general checklists that don’t provide the detailed insight we need to:

  • Understand a student’s true level of independence
  • Identify which part of a task is breaking down
  • Write specific, observable IEP goals
  • Measure progress in a meaningful way
  • Determine which supports, accommodations, or services are most appropriate

Without structured data on functional skills, we’re often guessing. With it, we can target with confidence.


Common School Tasks That Can Be Assessed Functionally

Functional tasks are more complex than they appear. They often involve multiple layers of skill across motor, sensory, and executive domains. Here are just a few examples:

🚽 Using the Bathroom:

Not just toileting—but locating the bathroom, managing clothing, attending to hygiene, and returning to class without redirection.

💻 Using a Chromebook:

Not just academics—but hand strength to type, fine motor coordination to use the trackpad, visual focus, and the ability to follow digital routines.

🧃 Snack Time:

Includes opening containers, regulating sensory input, chewing/swallowing skills, and knowing how to clean up after eating.

✏️ Using Classroom Tools:

Includes manipulating materials like scissors, glue, crayons, and folders while staying organized and regulated during the task.


But How Do We Gather This Data Efficiently?

Here’s the challenge: We know functional data is critical—but how do we efficiently gather it across multiple domains, in ways that are clear, collaborative, and useful?

That’s exactly why the School-Based Functional Skills Tool was created.


✅ Introducing the:

School-Based Functional Skills Tool for Screening, Data Collection & Evaluation

This comprehensive toolkit was designed specifically for school-based service providers to support evaluations, screenings, IEP development, RTI/MTSS, and progress monitoring. It helps you assess the skills that matter most—without overwhelming your team or adding unnecessary work.


🧾 What’s Inside:

  • 3 cover pages for documenting student strengths, relevant background information, and team observations
  • 14 domain-specific checklists, each broken into discrete, observable components
  • ✅ A teacher/staff-friendly scoring guide with instructions and practical examples
  • ✅ Individual PDFs for each section (perfect for assigning to different staff or settings)
  • ✅ A fully compiled version for full assessments or print-and-go meetings

📋 Domain Areas Covered:

  1. Manipulation of classroom tools
  2. Scissor skills
  3. Postural abilities
  4. Locomotor/mobility
  5. Visual abilities
  6. Hygiene
  7. Bathroom hygiene
  8. Clothing management
  9. Writing
  10. Eating/snack routines
  11. Locker or cubby organization
  12. Overall school organization
  13. Technology use
  14. Sensory processing

Why This Tool Works So Well for School-Based Teams

  • ✅ Breaks down tasks into clear, measurable components
  • ✅ Designed for collaborative use—teachers, paras, therapists, and staff can all contribute
  • ✅ Helps you pinpoint task breakdowns (e.g., a student may open a locker but struggle to find or organize items)
  • ✅ Provides IEP-ready language and supports goal writing
  • ✅ Saves valuable time during evaluations or observations
  • ✅ Promotes a whole-child lens—academic and functional support working hand-in-hand

Ideas for How to Use the Tool:

  • 👀 Use during classroom observations to gather real-time data
  • 🗣 Send checklists to teachers or paraprofessionals before IEP meetings for input
  • 📊 Use quarterly to track functional goal progress or RTI support
  • 📎 Store in student folders to document baseline and monitor growth
  • 🧠 Incorporate into OT, SPED, or MTSS evaluations to assess student needs holistically
  • 🧍‍♀️ Advocate for accommodations, supports, and services using objective data

Final Thoughts: Functional Skills Are Foundational

Functional skills are not optional—they are essential. They form the backbone of school participation, independence, and long-term success.

By taking the time to assess and support these skills, we can:

  • Reduce student frustration
  • Increase independence and self-confidence
  • Create more meaningful goals
  • Build more inclusive, responsive classrooms
  • Support students where they are—and help them move forward

📦 Want to simplify your data collection process?

Download the School-Based Functional Skills Tool and start collecting clear, consistent, actionable data that supports your students—academically and functionally.



functional skills evaluation tool, occupational therapy school checklists, data collection for functional IEP goals, baseline data for daily living skills, school-based functional assessment, classroom observation tools for OT, writing IEPs with functional data, special education functional screening forms

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DISCLAIMER: Elizabeth Kosek is a Licensed Occupational Therapist , but is in no way representing herself as such with the content of this blog or through her resources. By using this website or any resources, you agree that this activity is not intended to replace skilled therapy services, consultation, treatments and does not replace the advice of a physician or occupational therapist. Speak with your physician or OT if you have questions. Information provided should not be used for diagnostic or training purposes. Stop any activity if you are unsure about a child’s reaction or ability. Empowering OT is not liable for any injury, accident, or incident that may occur when creating or replicating any of the activities or ideas found on this blog or contained within any resource provided here.