Recent research about occupational formulation

Recent research about occupational formulation

On the Research & resources page you can access new research about occupational formulation...

  • Watch video summaries of research about patients' experiences of occupational formulation, or read the open access article:

Mynard, L., Fossey, E., Farnworth, L., & Pepin, G. (2025). Patient experiences of occupational formulation: It’s about getting to know me. Australian Occupational Therapy Journal, 72(5), e70047. https://doi.org/10.1111/1440-1630.70047

  • Read about the history, development and new definition of occupational formulation in the open access article:

Mynard, Lorrae, Fossey, Ellie, Pepin, Genevieve, Farnworth, Louise, Occupational Formulation: A Scoping Review of Its Development and Use. (2026). Occupational Therapy International, 2011857, https://doi.org/10.1155/oti/2011857

Occupational Formulation Foundations course

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Course outline and learning intentions

  • Course outline and learning intentions

Module 1: Introduction

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

Module 2: What is occupational formulation?

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

Module 3: Features of an occupational formulation

  • 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

  • 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

  • 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

  • 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

  • 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

  • 8.1 Evidence for occupational formulation
  • Recent research about occupational formulation
  • References & Acknowledgments for Module 8

Module 9: Why use occupational formulation?

  • 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

  • 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