Course outline and learning intentions

Course outline and learning intentions

Course description

This course provides a thorough introduction to occupational formulation and setting measurable occupational goals. It is presented in 10 modules, with video lessons supported by text lessons and downloadable documents. The 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 content draws upon “A guide to the formulation of plans and goals in occupational therapy” by Parkinson and Brooks (2021) and it is strongly recommended that learners purchase this guidebook. A downloadable course workbook encourages reflection on learning and provides a record of key content, and a certificate is issued upon course completion.

Planning your learning

The material covered in the Foundations course is expected to take approximately one day to complete. Modules vary in length and while they could be completed one at a time, learners are encouraged to negotiate protected professional development time (e.g. either one full day or two half days) to undertake the Foundations course, as would occur when participating in a live course. If completing the modules over two half days, it is recommended that modules 1-5 are completed in one session, and modules 6-10 in the second session.

Learning intentions

•      Describe occupational formulation, its features & 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 your practice

Course modules

  1. ·       Introduction

  2. ·       What is occupational formulation?

  3. ·       Features of an occupational formulation

  4. ·       Components of an occupational formulation

  5. ·       Crafting an occupational formulation

  6. ·       Negotiating measurable occupational goals

  7. ·       Crafting measurable occupational goals

  8. ·       Evidence for occupational formulation

  9. ·       Why use occupational formulation?

  10. ·       Starting your occupational formulation journey

Course certificate

All lessons must be marked "complete" for the certificate to be generated on conclusion of the course. This includes optional downloads and reference lists. Please refer to the orientation course for further instructions on how to mark lessons as "complete".

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