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
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

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

· Introduction
· What is occupational formulation?
· Features of an occupational formulation
· Components of an occupational formulation
· Crafting an occupational formulation
· Negotiating measurable occupational goals
· Crafting measurable occupational goals
· Evidence for occupational formulation
· Why use occupational formulation?
· 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".