RBT Task List A-01: Prepare for Data Collection — 7-Step Checklist

Being ready to record behavior accurately starts before your client walks through the door. RBT Task List A-01: Prepare for data collection means confirming the what, how, and with what you'll record so your data are valid and useful for clinical decisions.
This guide breaks down everything you need to know for the exam and real-world practice. We'll cover exam-focused definitions, BACB expectations, a practical checklist you can actually use, realistic scenarios, and study strategies that work.
Definition & Context
"Prepare for data collection" (RBT Task List A-01) requires the RBT to ensure measurement systems, materials, environment, and clarification from supervisors are in place before beginning a session.
This task focuses on two core goals: data validity (recording what actually happens) and procedural fidelity (following the measurement system exactly). The BACB expects RBTs to prepare the environment, gather materials, and confirm measurement procedures before each session. You'll find these expectations detailed in the current RBT Handbook and training requirements.
Here's why preparation matters in our field:
- Treatment decisions depend on reliable data
- Ethical practice demands defensible measurements
- Your supervisor's review and graphing rely on complete, labeled session records
When you'll perform this task:
- Before every single session
- When measurement procedures change
- After receiving updates from your supervisor or behavior plan
Exam Expectations
The RBT exam tests A-01 through scenario questions and multiple-choice items. You'll need to identify required materials, choose correct pre-session checks, and pick appropriate steps when problems pop up.
What exam writers expect you to know:
- Identify the correct measurement system from a brief description
- Recognize required materials (data sheet, timer, reinforcement items, backup device)
- Select the best action when something goes wrong (dead timer, unclear definition)
- Know to clarify ambiguous instructions with your supervisor before coding behavior
In practice, you'll also demonstrate these skills during competency assessments. The RBT Initial Competency Assessment includes performance expectations you'll need to meet.
Key Components — Your 7-Step Pre-Session Checklist
Master this routine and you'll avoid most common errors while speeding up your exam recall:
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Review operational definitions for each target behavior and note scoring rules (what counts, what doesn't)
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Identify the measurement system required (frequency, duration, latency, IRT, partial/full/whole interval, momentary time sampling)
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Gather your materials: labeled data sheets, pens/pencils, timer/stopwatch/clicker, digital recording device, reinforcement items, session plan
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Test equipment: timers charged, device notifications off, data-entry forms open and saved
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Set up the environment: position for clear observation, remove distractions, place reinforcement items per protocol
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Clarify any confusion with your supervisor and document approved changes before starting
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Do a quick practice run (1–2 practice intervals or brief event-count trial) when possible
Equipment tips that actually work:
- Always pack a backup timer or approved secondary device
- Label data sheets with client name, date, session start time, and your initials
- If tracking multiple behaviors, use separate columns and note how to handle overlapping events
You'll find practical workflow examples and real-world tips in resources like ATCC's data collection guide.
Application Examples
Frequency recording scenario: You read the operational definition for "requests," test your clicker, write client info on the frequency sheet, and position yourself where you can clearly see the client.
Duration recording scenario: You check your stopwatch battery, practice starting/stopping with a mock 10-second behavior, and confirm with your BCBA whether overlapping behaviors get timed separately.
Interval/time sampling scenario: You program 10-second intervals on your tablet, rehearse a 30-second practice block, and ensure reinforcement items are ready but out of sight.
Equipment failure scenario: Your timer dies mid-session. You pause data collection (if allowed), notify your supervisor, use an approved backup like a manual stopwatch, document the issue, and continue with a note about the change.
These scenarios mirror exactly what you'll see on the exam and in competency demonstrations.
Common Mistakes (And How to Avoid Them)
Starting without confirming operational definitions — This leads to inconsistent scoring every time. Run through definitions before you begin, not during the session.
Using the wrong measurement system — Counting frequency instead of duration invalidates all your session comparisons. Double-check which system the plan specifies.
Skipping equipment checks — Dead batteries and missing materials create mid-session chaos and missing data. Test everything beforehand.
Poor labeling and organization — Unlabeled sheets mix up sessions and make graphing impossible. Date and initial everything.
Making undocumented changes — Failing to notify your supervisor about deviations reduces data trustworthiness and may breach protocols.
The solution? Run that 7-step checklist every time and keep a short log of any deviations.
Study Strategies That Work
Build your checklist habit: Memorize the 7-step routine and use it before every session until it becomes automatic.
Use targeted flashcards: Pair behaviors with their recommended measurement systems and required materials.
Practice with peers: Role-play focusing only on preparation steps and get corrective feedback.
Create visual aids: Build a photo library showing proper equipment setup and observation positions. Review weekly.
Use spaced repetition: Review definitions and procedures regularly, and journal after each practice session about what you prepared and any issues you encountered.
Cross-check your preparation against BACB curriculum requirements to ensure you're meeting all competency standards.
Practice Questions
Q1 (Scenario): You arrive to collect duration data on "loud vocalizations." Which step is most important BEFORE starting the session?
A) Have reinforcement items ready to deliver immediately
B) Confirm the operational definition specifies when timing starts/stops
C) Set up the tablet for video recording
D) Position yourself within arm's reach of the client
Answer: B - Duration depends on precise start/stop rules
Q2 (Multiple choice): You plan to use momentary time sampling. Which preparedness action is essential?
A) Check that the interval timer is set correctly and functioning
B) Arrange reinforcement items in order of preference
C) Review the previous session's data trends
D) Confirm the client's current medication schedule
Answer: A - Momentary sampling requires accurate intervals
Q3 (Scenario): Your tablet timer died mid-session and no backup is available. What's your best immediate action?
Answer: Pause data collection if protocol allows, notify your supervisor immediately, use an approved manual timer if permitted, and document the equipment change in your session notes.
Quick Review
- Verify operational definitions, measurement system, and materials before every session
- Check equipment, label data sheets, and set up your observation environment
- Clarify any confusion with your supervisor and document changes
- Practice your checklist routine until it becomes automatic
Printable Checklist
Your 7-Step Pre-Session Routine:
- Read and confirm operational definitions for today's targets
- Identify required measurement system and scoring rules
- Label data sheet with client name, date, time, and initials
- Gather materials: timer, backup timer, pens, data sheets, reinforcement items
- Test all equipment and sync devices
- Position for clear observation and remove distractions
- Ask supervisor for clarification and document approved changes
Quick reference pairing:
- Requests, comments → Frequency/event recording
- Tantrums, out-of-seat episodes → Duration recording
- High-rate behaviors during group activities → Interval or momentary sampling (as assigned)
Frequently Asked Questions
What should I do if the operational definition is unclear right before a session?
Ask your supervisor for clarification immediately and document the conversation (time, what was clarified). If your supervisor isn't available, follow previously agreed protocols and note the uncertainty in your session record. Never guess at measurement rules.
How long should preparation take?
A focused 2-5 minute checklist run typically works well. You'll need longer prep time when introducing new targets or measurement systems, or when equipment issues arise.
Can I use my phone as a timer?
Only if your agency and supervisor approve it as an official device. Confirm settings (do-not-disturb mode, screen lock off) and have a backup method ready before starting.
How do I handle overlapping behaviors when tracking multiple targets?
Follow your supervisor's specific protocol. Common approaches include separate columns/sheets for simultaneous recording or priority rules for overlapping events. Always clarify before the session and document your method.
Will the RBT exam ask me to create data sheets from scratch?
The exam focuses on recognizing correct preparation steps and choosing appropriate actions in scenarios. You won't design full sheets, but practical assessments may require accurate labeling and basic completion skills.
Your Next Steps
Start with these immediate actions: memorize the 7-step checklist, use it before your next five sessions, and practice 3-5 role-play scenarios with a peer or supervisor focusing solely on preparation.
Being consistent with prepare for data collection RBT checklist procedures will reduce your errors, build supervisor trust, and produce reliable data for clinical decisions. The key is starting small and building the habit gradually.
Commit to running this checklist for your next five sessions, log any issues that come up, and review them with your supervisor. This turns preparation from a chore into a reliable habit that serves both your exam success and your clients' progress.
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