đź’•Stephanie Wick, OT/L, M.S., Founder of O.T. Wizard
Early Clinical Testers
I am grateful to my initial team of occupational therapy assistants who created and piloted early worksheets, tested initial versions and/or assessments of O.T. Wizard, and offered invaluable clinical feedback that shaped the tool’s usability.
Kelly Long, COTA/L, Charlotte, North Carolina
Shelley Ferner, COTA/L, Charlotte, North Carolina
Crystal Smith, COTA/L, Concord, North Carolina
Christine Giesbrecht, COTA/L, Charlotte, North Carolina
Child models and their parents
Thank you to all of the children that agreed to participate in creating videos and images for the evaluations and/or training. Our kids are the best!
Bria Smith / Crystal Smith, Concord, North Carolina
Grace Merlin/ Mary Merlin, Charlotte, North Carolina
Ellie Spencer/ Christy Spencer, Charlotte, North Carolina
Bryce Messenger / Kathryn Messenger, Kannapolis, North Carolina
Content Contributors
Special thanks to the colleagues who shared insight on developmental milestones and item prompts, ensuring the worksheets reflected authentic, developmentally sound anchors.
Kelly Long, COTA/L, Charlotte, North Carolina
Shelley Ferner, COTA/L, Charlotte, North Carolina
Crystal Smith, COTA/L, Concord, North Carolina
Christine Giesbrecht, COTA/L, Charlotte, North Carolina
Angela Bowman, COTA/L, Greensboro, North Carolina
Laura Neprud, OTR/L, Massachusetts
Melissa Ronzo, COTA/L, Charlotte, North Carolina
Alexis Griffiths, COTA/L, Huntersville, North Carolina
Kelly Ingersoll,OTR/L, Waxhaw, North Carolina
Anna Humphrey, COTA/L, Charlotte, North Carolina
Trisha Mangan, OTR/L Charlotte, North Carolina
Danielle Nystrom Brinkerhoff, OT/L, Charlotte, North Carolina
Beta Testers and Early Adopters
I extend my gratitude to the therapists and educators who participated in the early beta testing of O.T. Wizard. Their willingness to trial the platform in real-world settings, provide detailed feedback, and share observations was instrumental in refining the system before wider release. These early adopters helped ensure O.T. Wizard is both clinically rigorous and practical for everyday use.
Kelly Long, COTA/L, Charlotte, North Carolina
Shelley Ferner, COTA/L, Charlotte, North Carolina
Crystal Smith, COTA/L, Concord, North Carolina
Christine Giesbrecht, COTA/L, Charlotte, North Carolina
Angela Bowman, COTA/L, Greensboro, North Carolina
Melissa Ronzo, COTA/L, Charlotte, North Carolina
Alexis Griffiths, COTA/L, Huntersville, North Carolina
Kelly Ingersoll,OTR/L, Waxhaw, North Carolina
Anna Humphrey, COTA/L, Charlotte, North Carolina
Danielle Nystrom Brinkerhoff, COTA/L, Charlotte, North Carolina
Angelika Wolf, OTR/L, Galax, Virginia
Emily Potter, COTA/L, Charlotte, North Carolina
Kierstin Adkins, COTA/L, Charlotte, North Carolina
Nytyra Martin, COTA/L, Charlotte, North Carolina
Cassie Mesich, COTA/L, Charlotte, North Carolina
Donna Swahlan, OT/L, Charlotte, North Carolina
Brittany Balduf, COTA/L, Charlotte, North Carolina
Megan Powell, COTA/L, Charlotte, North Carolina
Andrew Green, COTA/L, Charlotte, North Carolina
Shelley Misiaveg, OTR/L, Charlotte, North Carolina
Anne Lawrie, OTR/L, Charlotte, North Carolina
Monica Rodriquez, COTA/L, Charlotte, North Carolina
David Robertson, COTA/L, Greensboro, North Carolina
Lauren Buchanan, COTA/L, Charlotte, North Carolina
Christine Brown, OTR/L, Charlotte, North Carolina
Lisa Corum, OTR/L, Rockingham, North Carolina
Katie Fain, Rockingham, North Carolina
Krystal Watkins, COTA/L, Rockingham, North Carolina
Rebecca Moore-Hammitt, OT/L, Rockingham, North Carolina
Ashley Heiligenstadt, COTA/L, Charlotte, North Carolina
Christine Spencer, OTR/L, Charlotte, North Carolina
Dana Hooker, COTA/L, Belmont, North Carolina
Stefanie Cranford, COTA/L, Gaston Co, North Carolina
Elizabeth Brown, OT/L, Brevard, North Carolina
Jennifer Urti, COTA/L, Charlotte, North Carolina
Kristin Rankin, OTR/L, Horseshoe, North Carolina
Mandy Kinard, OTR/L, Huntersville, North Carolina
Rashida Idris, COTA/L, Burlington, North Carolina
Kathryn Messenger, COTA/L, Kannapolis, North Carolina
Sheila Brennan, OTR/L, Clover, South Carolina
Susan Waters, COTA/L, Charlotte, North Carolina
Development Team
The O.T. Wizard platform was designed and led by Stephanie Wick, OT/L. Stephanie created the scoring logic, evaluation framework, and clinical content. Technical implementation and build-out were completed with development support to translate this vision into a secure, user-friendly platform. I appreciate the developers that have helped to build this vision.
Psychometric/Research Advisors
I appreciate the psychometric advisors who guided Rasch alignment and ensured the integrity of scoring methods.
Shamim Akhtar, PhD
Ian Hembry, PhD
Institutional/Organizational/School Team Partners
I am thankful to the schools, clinics, and project coordinators who supported pilot testing and provided feedback in real-world settings. Many of these educators and school teams participated in early pilots of O.T. Wizard (“FUNdamental Foundations”). Their classroom insight and feedback helped ensure the evaluation system worked smoothly in real-world educational settings.
SMARTSTART of Mecklenburg County (FUNdamental Foundations 2019-2020)
The Learning Collaborative (TLC), Charlotte, North Carolina
MECK Pre-K, Charlotte, North Carolina
Alliance Headstart, Charlotte, North Carolina
Rockingham School District, Rockingham, North Carolina
Child Language & Developmental Speech (CLADS), Davidson, North Carolina
Elizabeth Kabalka, Program Director
Jennifer Stamp, Strategic Initiatives Director
Justine Wayne, Contractor, Data Analyst
Mary Margaret Kantor, Chief Early Education Officer, MECK Pre-K
Shakekia Moss, Curriculum and Educator Support Director, MECK Pre-K
Janet To, Educator, MECK Pre-K
Kelly Smith Geiger, Educator, MECK Pre-K
Christina Gnizak, Educator, MECK Pre-K
Annette Parsons, Educator, MECK Pre-K
Ms. Rangel, Educator, MECK Pre-K
Ms. Jones, Educator, MECK Pre-K
Ms. Bynum, Educator, MECK Pre-K
Vanessa Goodwin, Educator, The Learning Collaborative
Ms. McKellar, Educator, The Learning Collaborative
Ms. Covington, Educator, MECK Pre-K
Ms. Gilchrist, Educator, MECK Pre-K