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