Occupational Formulation Foundations Workshop

The Occupational Formulation Foundations workshop provides a solid basis for understanding and applying occupational formulation in practice.

  • It can be facilitated for an organisation or network

  • It is suitable for occupational therapists and students (2nd year on)

  • Content is delivered over one day (or two half-days if needed given timezone differences)

  • Facilitation can be face-to-face or online.

    Read more below or download the brochure and pricing schedule

    Book or enquire via hello@occupationalformulation.com

Workshop description

This interactive workshop provides a thorough introduction to occupational formulation and setting  measurable occupational goals. It covers the theoretical underpinning and evidence for occupational formulation, guides learners through drafting a formulation and goals, and  provides ideas for getting started with occupational formulation in practice.

An extended presentation of MOHO can be included (an additional 30 minutes and small additional fee) if participants are not familiar with the model.

Learning Intentions

· Describe occupational formulation, its features and purpose

· Identify the components of a three-part occupational formulation

· Identify the components of a MOHO-based occupational formulation

· Identify the components of a measurable, occupational goal

· Draft an occupational formulation and measurable occupational goals

· Identify initial steps for using occupational formulation in practice

Workshop materials

PDF workshop notes and downloadable resources provide a record of key content, and a certificate is issued upon workshop completion.

Workshop delivery mode

Face-to-face:  The hosting organisation is responsible for arranging the venue and catering, and managing participant communications/registration.

Online: The workshop will be conducting using a mutually convenient online platform.    Participants can join the workshop individually or in one or more groups. The hosting organisation is responsible for managing participant communications/registration.

Foundations Workshop brochure & pricing schedule

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Following a July 2025 face-to-face workshop:

100% of respondents strongly agreed that the workshop supported their understanding of occupational formulation

88% of respondents agreed or strongly agreed that the workshop supported understanding of setting measurable occupational goals.

100% of respondents agreed or strongly agreed that the learning materials supported understanding of the content.

100% of respondents would recommend the workshop to a colleague.

I cannot rate this training highly enough. I am really excited to implement this within our service. Lorrae is clearly knowledgeable and passionate about occupational formulation. She presented the content in a logical and relatable manner. 

Occupational Therapist, NZ

Participants finish the training with a renewed passion and confidence to practice from an occupational framework, to work collaboratively and communicate their occupational reasoning to service users, families, colleagues and service providers.

Occupational Therapy Educator, VIC

Great overview of a framework to capture a holistic occupational picture. I appreciated all the examples, it felt very practical and useable.

Occupational Therapist, NZ

Loved the mix of discussion, video and teaching. Thanks for opportunity today - I was inspired.

Occupational Therapist, WA

The workshop helped deepen my understanding of occupational formulation, which I think will help me articulate my professional reasoning on placement.

Occupational Therapy student, WA

Book now or find out more