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 (Sep '25) on patients' experiences of 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

Recent research (Sep '25) on patients' experiences of occupational formulation

Visit the Research & resources page to 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