Lesson Plan: Intake Assessment Process

$14.99

This lesson plan comes complete with lessons and materials for 3 supervision sessions centered around what to do when you meet a potential client  

Lessons outline how to set up your supervision session, what to model, how to observe your trainee, and how to generate discussion. The lessons are aligned to the task list and give you guidance to ensure your trainee is ready for this skill.  

Supplemental materials give you samples to share with your trainee if your organization does not have any accessible.  There is also a “start-up” guide to supplement a new BCBA’s knowledge of the intake process.  

Each lesson plan is a great resource to create applied experiences with your trainee.  This ensures your trainee will be prepared to be a BCBA.  The lesson plans incorporate behavior analytic skills, professional skills, ethics and scientific skills to create practical and functional opportunities for learning without a heavy lift from you as the supervisor.  

These lesson plans are also a great tool for new BCBAs to feel prepared in situations that they were not trained for.  Never conducted an intake assessment?  Feel confident and prepared by using this packet to ensure you know what to do and what to look for. 

This lesson plan comes complete with lessons and materials for 3 supervision sessions centered around what to do when you meet a potential client  

Lessons outline how to set up your supervision session, what to model, how to observe your trainee, and how to generate discussion. The lessons are aligned to the task list and give you guidance to ensure your trainee is ready for this skill.  

Supplemental materials give you samples to share with your trainee if your organization does not have any accessible.  There is also a “start-up” guide to supplement a new BCBA’s knowledge of the intake process.  

Each lesson plan is a great resource to create applied experiences with your trainee.  This ensures your trainee will be prepared to be a BCBA.  The lesson plans incorporate behavior analytic skills, professional skills, ethics and scientific skills to create practical and functional opportunities for learning without a heavy lift from you as the supervisor.  

These lesson plans are also a great tool for new BCBAs to feel prepared in situations that they were not trained for.  Never conducted an intake assessment?  Feel confident and prepared by using this packet to ensure you know what to do and what to look for. 

Intake Unit (5 pages total, PDF):

Lesson Plans including priming information for unit

  • 3 lessons for supervision sessions

  • Elective opportunity suggestions for continued growth

Records Review & Prep Checklist (6 pages total, PDF):

  • Hands-on training document with competencies to evaluate performance

  • Includes rating scale

Sample Records Review & Prep Checklist (4 pages total, PDF):

  • Completed checklist to use for discussion during supervision sessions

  • Does not include sample competency for discussion

Intake Observation Competency (3 pages total, PDF):

  • Observation form for use by BCBA during intake assessment to evaluate trainee's performance

  • Includes rating scale

Supplemental Documents:

  • Intake Activity Log (PDF)

  • Intake Antecedent Checklist (PDF)

  • Intake Application (PDF)

  • Intake Getting Started Guide (PDF)

  • Intake Observation Form (PDF)