This training focuses on developing knowledge and practice skills based on occupational therapy theory. There is a strong focus on working collaboratively with consumers, and consumer voices have been captured within the session content and resources.

Learning Outcomes
This interactive workshop presents a Model of Human Occupation based approach to occupational formulation and goal setting. This involves synthesising assessment information to present the person’s occupational identity and occupational competence to support identification of key occupational issues which form the basis for developing occupational goals and therapy plans.

What is occupational formulation
Why develop a formulation
Features & structure of occupational formulation
The importance of collaboration
Negotiating measurable occupational goals
Implementing occupational formulation in practice
Participants will have the opportunity to begin developing an occupational formulation.

Participants are strongly encouraged to purchase the handbook to support their learning and use of occupational formulation:
Parkinson, S., & Brooks, R. (2021). A guide to the formulation of plans and goals in occupational therapy. Routledge.
It is available in hard copy and ebook via various online retailers, with a 25% discount if buying multiple copies through the publisher
Formulation-of-Plans-and-Goals-in-Occupational-Therapy/Parkinson-Brooks/p/book/9780367494704 Participants are encouraged to revise key concepts from the Model of Human Occupation.
Delivery Mode – Full Day Virtual Training Session


  • Lorrae Mynard — Forensicare
  • Dani Ashley — Forensicare

Eligibility criteria

This is a free event designed for Occupational Therapists working within the public clinical mental health workforce in Victoria, (staff employed at Area Mental Health Services, Forensicare or mental health staff from RCH). For example, an OT working in mental health at Austin Health.

Categories: Capability 10 - Delivering compassionate care, support and treatment
Disciplines: Allied Health
Levels: Introductory, Intermediate
Lifespans: Adult

Thursday 31 August 2023
08:45 to 16:30
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Specific location and venue confirmed by provider upon registration.
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Provided by Centre for Mental Health Learning (CMHL)
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