The Aim of this Plan

This strategic plan is an organizational management activity that is used to set priorities, focus energy and resources, strengthen operations, ensure that stakeholders are working toward common goals, establish agreement around intended outcomes/results, and assess and adjust the organization's future direction as the needs of its members change.


To be Maryland’s communicative assembly, compass, and champion for occupational therapy.


"The Maryland Occupational Therapy Association represents, supports, and advances
the practice of occupational therapy in the State of Maryland.”

Graphic of Strategic Plan Areas:


GOAL 1:  Ensure that MOTA’s fiscal resources are aligned with tasks needed to provide for              

growth, education and advocacy of the association and it’s members.

  • a.       Develop a system of ongoing budget management including monthly income and expenditures.

b.      Conduct a yearly review of the association’s budget and tax forms.  Have outside auditor review financial records at least every three years.

c.       Review and analyze the association’s financial status at the annual business meeting.

d.      Develop a clear fundraising strategy that is inclusive of members and non-members to promote a tradition of giving.


GOAL 2:  Analyze MOTA membership data and develop and implement a multi-

                  year membership plan that is relevant to the changing demographics of

                  the Maryland occupational therapy community.

  • a.       Increase number of active membership of eligible OT practitioners and students in the state by 15% (increase to 330 members).

b.      Host a membership event annually.

c.       Determine if the percentage of OTA membership reflects the percentage of licensees in the organization and engage in activities to have the membership ratio be more reflective of the state.

d.      Annually seek and honor members and Maryland practitioners, citizens, and officials whose actions support or contribute exemplarily to the field of occupational therapy.

e.       Incorporate 2 to 3 new member benefits based upon feedback from membership benefits survey.

f.       Develop collaborative strategies between student representatives, VP of Public Relations and VP of Membership to enhance membership throughout the state.

g.       Develop a program to demonstrate occupational therapy’s social involvement for change.

h.      Analyze the effectiveness of the current district structure and determine if alternative “networking areas” should be established (could be geographic or practice area specific)

GOAL 3:  Enable the integration of learning, experience, and impact, along with   

                 the development of research, outreach and student-centered programs

                 to create transformational educational experiences for the occupational  

                 therapy community.

a. Conduct at least one continuing education event per fiscal year, independent of    

    conference, for occupational therapy practitioners and students.

  • b.      Increase # of scholarships from 2 to 3.  For the third scholarship, we will consider recognizing a doctoral student, on an annual basis, or for a practitioner pursuing research to increase evidence-based practice (EBP).
  • c.       Evaluate the potential of including free and reduced rate continuing education opportunities on the MOTA website free of charge for advertisers.
  • d.      Seek speakers from others outside the community in order to provide a diverse range of topical educational experiences.
  • e.       Seek collaboration from sister professions in order to have at least 1 Tri-professional meeting.
  • f.       Develop and implement plans for infusing in 2017 the centennial vision’s focus on future areas of practice.

GOAL 4:  Review technology and communication styles relative to the organizations membership needs in order to sustain the communication mechanisms for MOTA.

a. Show an increase of 25% more members logging into website within one year.

  • b.      Establish criteria for submissions to the newsletter and website.
  • c.       Conduct an activity yearly to promote occupational therapy to the general public (ex. backpack awareness, radio announcement, education to physicians etc).



GOAL 5:  Develop and maintain alignments that support, engage, and help

                  membership navigate political and other external factors associated

                  with effective and ethical practice.

a.    Conduct at least two legislative specific events annually to disseminate    


  • b.      Annually report to the membership a state legislative synopsis pertinent to the profession.
  • c.       Meet with the lobbyist to review concerns regarding scope of practice, licensing issues and other areas, on an annual basis.
  • d.      Demonstrate support of national and international organizations via web page links.

GOAL 6:  Explore methods to continue to innovate and develop passionate leaders

                  in order to provide a greater impact on MOTA communities long term.

  • a.       Review and update individual Standard Operating Procedures for all board positions.

b.      Create access to MOTA documents, such as policies and procedures; SOP manual; and historical papers through the digitizing of documents to membership via the website.

  • c.       Increase the use of technology (i.e. introduce a photo gallery on the website that reflects diversity of OT practitioners and practice in the state; increase use of web conferencing, etc.).

(c) Maryland Occupational Therapy Association, Inc. All Rights Reserved.
PO Box 131
Stevenson, MD 21153-9998
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