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Occupational Formulation Foundations

This 10-module course provides the theoretical underpinning of occupational formulation, guides learners through drafting a formulation and goals, and provides guidance for getting started with occupational formulation in practice. The course workbook encourages reflection on learning and provides a written outline of content. A certificate is issued upon conpletion.

The Occupational Formulation Foundations Course is available within the following membership packages:

Therapist Foundations to Practice membership package

Team Foundations to Practice membership package

Course content

Course outline and learning intentions

Course outline and learning intentions
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Module 1: Introduction

Module 1 takes approximately 15 minutes to complete.

This module provides an introduction to the occupational formulation foundations course. Prior to commencing this course, it is recommended that participants complete the orientation mini course to become familiar with the learning platform.

Occupational Formulation Foundations course workbook
Workbook reflective questions
1.1 Foundations Introduction
Preview
References for Module 1
Preview

Module 2: What is occupational formulation?

Module 2 takes approximately 10 minutes to complete.

This module defines and describes occupational formulation, and considers its place within the occupational therapy practice process.

Workbook reflective questions
2.1 What is occupational formulation?
References for Module 2

Module 3: Features of an occupational formulation

Module 3 takes approximately 40 minutes to complete.

An occupational formulation has two main features (Parkinson & Brooks, 2021), which will be explored in the following lessons:

•       Integration into a model

•       Integration into a narrative

3.1 Integration into a model - MOHO
Workbook activities
3.2 Integration into a narrative
Workbook activity - Helpful language guides
References for Module 3

Module 4: Components of an occupational formulation

Module 4 takes approximately 35 minutes to complete.

This module explores the components of a MOHO-based occupational formulation. There are workbook tasks to be completed while watching the videos.

4.1 A three-part structure
Example Occupational Formulation - Introduction section
4.2 Introduction section
Example Occupational Formulation - Occupational Identity section
4.3 Occupational identity section
Example Occupational Formulation - Occupational Competence section
4.4 Occupational competence section
4.5 Key occupational needs section - Part 1
4.6 Key occupational needs section - part 2
Example Occupational Formulation - Key Occupational Needs & Summary sections
4.7 Summary section
Assessment references chart
Example occupational formulation - Jessie
References and resources for Module 4

Module 5: Crafting an occupational formulation

Module 5 takes approximately 1 hour and 20 minutes to complete.

In this module, you'll draft an occupational formulation.

5.1 Crafting an occupational formulation - set up
Craft an occupational formulation
Occupational formulation and goal setting documentation template
Occupational formulation and goal setting writing guide
Components of an occupational formulation chart
Components of an occupational formulation chart - worked example
5.2 Crafting a formulation - wrap up
Workbook reflective questions
Reference for Module 5

Module 6: Negotiating measurable occupational goals

Module 6 takes about 50 minutes to complete.

This module focuses on how to negotiate measurable occupational goals based on the key occupational needs identified within the occupational formulation.

Workbook reflective question
6.1 Goal setting approaches
6.2 How to construct measurable occupational goals
6.3 Components of measurable occupational goals
Workbook activity
6.4 Therapy planning
Workbook activities
6.5 Collaborating on goals
References for Module 6

Module 7: Crafting measurable occupational goals

Module 7 takes about 30 minutes to complete.

In this module you'll draft measurable occupational goals following on from the occupational formulation drafted earlier.

7.1 Crafting goals set up
Craft measurable occupational goals
7.2 Crafting goals wrap up
Goal setting worksheet.pdf
Workbook reflective questions
Reference for Module 7

Module 8: Evidence for occupational formulation

Module 8 takes about 15 minutes to complete.

This module provides an overview of current evidence for the use of occupational formulation.

8.1 Evidence for occupational formulation
Preview
References & Acknowledgments for Module 8
Preview

Module 9: Why use occupational formulation?

Module 9 takes about 20 minutes to complete.

This module explores why occupational therapists might use occupational formulation within their practice.

9.1 Why use occupational formulation?
Workbook reflective question
9.2 Why develop an occupational formulation?
Workbook reflective question
9.3 Communicating reasoning
Reference for Module 9

Module 10: Starting your occupational formulation journey

Module 10 takes about 15 minutes to complete.

This module provides suggestions for starting to use occupational formulation within your practice.

Workbook reflective questions
10.1 Starting your occupational formulation journey
Workbook activity
Follow up activity: read example occupational formulations
Post in the community discussion forums or submit a question for the next Q&A session
References for the Occupational Formulation Foundations Course
Course certificate