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Introduction to Occupational Formulation

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Designed for students of occupational therapy, this short course provides an introduction to occupational formulation and includes learning activities and resources to start using the approach during assignments or practice education. It is estimated to take approximately 2.5 hours to work through the online modules (videos & workbook tasks); additional time may be required for completion of learning activities.

Contents

Introduction

This introductory video in this section provides an essential foundation for the Introduction to Occupational Formulation course modules.

Approximately 10 minutes is required to complete this section.

Note - you may find it helpful to complete the Orientation to OccupationalFormulation.​com mini course prior to commencing this course (the mini course takes approx 15 minutes), to build familiarity with the website and course format.

Course workbook
Student Introduction video
Preview

Module 1: What is occupational formulation?

Module 1 takes approximately 25 minutes to complete.

This module provides an introduction to occupational formulation and its place within the practice process.

Student Video 1 What is occupational formulation
Workbook activity - Helpful language guides
MOHO resources

Module 2: Components of occupational formulation

Module 2 takes approximately 40 minutes to complete.

This module presents the three-part structure of an occupational formulation, focussing on the components used in the MOHO-based approach. An example is used to demonstrate the content and format of each section.

There are workbook tasks to be completed while watching the video.

Student Video 2 Occupational formulation components
Example occupational formulation - Sara
References for assessments mentioned in Module 2

Module 3: Why use occupational formulation?

Module 3 takes approximately 15 minutes to complete.

This module explores how occupational formulation can be useful within occupational therapy.

Student Video 3 Why use occupational formulation
Research, resources and keeping in the loop

Module 4: Negotiating measurable occupational goals

Module 4 takes approximately 50 minutes to complete.

This module introduces Parkinson & Brook's (2021) approach to negotiating measurable occupational goals and planning therapy following development of an occupational formulation.

Student Video 4.1 Negotiating measurable occupational goals
Student video 4.2 How to construct measurable occupational goals
Student Video 4.3 Components of measurable occupational goals

Learning activities: Ivy's occupational formulation

This series of short activities is designed to support consolidation of some of the core concepts used in occupational formulation. For each section of an occupational formulation there is a short quiz, followed by a quick recap and an example of what that section might look like in an occupational formulation. Note that quiz feedback will open in a new window.

Activity 1 - Introduction section components
Quick recap & example - Introduction section
Activity 2 - Identify occupational identity & occupational competence statements
Preview
Quick recap & example - Occupational identity & occupational competence sections
Activity 3 - Identify key occupational needs
Quick recap & example - Key occupational needs
Preview
Activity 4 - Identify summary statement features
Quick recap & example - Summary statement
Now choose your own adventure...
Activity 5 - Identify TICKS goals
Quick recap & example - TICKS goals
Activity 6 - Write a TICKS goal
Example - Ivy's initial goal (aligned to need 3)
Example occupational formulation - Ivy

Additional learning activities: Build familiarity & have a go

Increase your familiarity with occupational formulation concepts by reading example formulations and drafting an occupational formulation.

Reading: Build familiarity with occupational formulation use in different settings
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Develop an occupational formulation
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Course downloads, resources & references

All the references cited within the course are listed, along with templates and guides to support use of occupational formulation.

Occupational formulation and goal setting writing guide
Occupational formulation and goal setting documentation template
Course references
Optional video: Outcome measures and goal setting

Student discussion forum

Post in the student discussion forum