Introduction to Occupational Formulation
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Introduction

Course workbook
Student Introduction video
Module 1: What is occupational formulation?

Student Video 1 What is occupational formulation
Workbook activity - Helpful language guides
MOHO resources
Module 2: Components of occupational formulation

Student Video 2 Occupational formulation components
Example occupational formulation - Sara
References for assessments mentioned in Module 2
Module 3: Why use occupational formulation?

Student Video 3 Why use occupational formulation
Research, resources and keeping in the loop
Module 4: Negotiating measurable occupational goals

Student Video 4.1 Negotiating measurable occupational goals
Student video 4.2 How to construct measurable occupational goals
Student Video 4.3 Components of measurable occupational goals
Learning activities: Ivy's occupational formulation

Activity 1 - Introduction section components
Quick recap & example - Introduction section
Activity 2 - Identify occupational identity & occupational competence statements
Quick recap & example - Occupational identity & occupational competence sections
Activity 3 - Identify key occupational needs
Quick recap & example - Key occupational needs
Activity 4 - Identify summary statement features
Quick recap & example - Summary statement
Now choose your own adventure...
Activity 5 - Identify TICKS goals
Quick recap & example - TICKS goals
Activity 6 - Write a TICKS goal
Example - Ivy's initial goal (aligned to need 3)
Example occupational formulation - Ivy
Additional learning activities: Build familiarity & have a go

Build familiarity with occupational formulation use in different settings
Develop an occupational formulation
Course downloads, resources & references

Occupational formulation and goal setting writing guide
Occupational formulation and goal setting documentation template
Course references
Optional video: Outcome measures and goal setting
Student discussion forum

Post in the student discussion forum

Build familiarity with occupational formulation use in different settings

Have a look at the other example occupational formulations on the Research & Resources page (scroll down to find it).

If you have access to the handbook A guide to the formulation of plans and goals in occupational therapy by Parkinson & Brooks (2021), read two or three examples (or more if you're keen) occupational formulations that have been developed in different practice settings. You may want to select occupational formulations based in practice settings similar to those in which you have undertaken or will undertake practice education placements.