Profession

Occupational therapists

Practical tools for routines, task breakdown, energy management, sensory preferences and participation goals.

Occupational therapy is about doing the things that matter. These resources support everyday occupational practice: breaking tasks down, planning activity and energy, exploring sensory preferences, building habits and setting participation goals in real environments.

They are informal practice tools for collaborative goal setting and intervention. They are not standardised occupational therapy assessments.

Focus areas

  • Daily routines
  • Task breakdown
  • Energy conservation
  • Sensory preferences
  • Habit development
  • Participation goals

Scope: Informal practice tools, not standardised occupational therapy assessments. Specialist content is flagged for review by an occupational therapist.

Free to download

Free resources

Start with these free resources for occupational therapists. No membership needed.

FreePractitioner and facilitator guides

For Occupational therapists

Dressing Strategies Guide

An OT-informed guide to making dressing easier, covering positioning, clothing choices, sequencing, aids and energy saving, with a planning table for individual strategies.

Dressing · Independent living

FreeConversation cards

For Occupational therapists

Fine Motor Activity Ideas

Practical, low-cost fine motor activity ideas for families and educators, grouped by skill area, with a simple record of what the child enjoys.

Executive functioning · Fine motor skills

FreeTemplates and planning tools

For Occupational therapists

Graded Return to Activity Plan

A planning template for a gradual return to work, study or valued activity after illness, injury or a break, with a baseline, graded steps,…

Energy conservation · Return to work and activity

FreePrintable worksheets

For Occupational therapists

Habit Builder: Linking New Routines to Daily Anchors

A practical habit-building planner that links a small new routine to something the person already does every day, sets up the environment and tracks…

Daily routines · Habit development

FreeChecklists

For Occupational therapists

Handwriting Supports Checklist

A classroom checklist of practical supports for students who find handwriting hard, from seating and paper position to spacing aids, practice and alternatives such…

Fine motor skills · Handwriting and written output

FreeChecklists

For Occupational therapists

Home and Environment Supports Checklist

A room-by-room checklist for identifying environmental barriers to everyday tasks and simple supports such as visual cues, storage, lighting and layout changes.

Home and environmental supports · Independent living

See all 60 free resources

Occupational therapists

Core resources

Resources designed first and foremost for this profession.

Plus membersTemplates and planning tools

For Occupational therapists

Activity Analysis Template

An OT template for analysing an activity's steps, physical, cognitive, sensory and social demands, the environment and opportunities to grade or adapt it to…

Activity analysis · Task sequencing

Plus membersTemplates and planning tools

For Occupational therapists

Assistive Technology Trial Record

A structured record for trialling assistive technology, covering the goal, item, setting, set-up, performance, the person's feedback, safety and recommendation.

Assistive technology

Plus membersPractitioner and facilitator guides

For Occupational therapists

Attention and Focus Strategies

An OT-informed menu of attention and focus strategies across the environment, the task and the body, with a planning table to trial strategies at…

Attention and focus · Classroom regulation

Plus membersPractitioner and facilitator guides

For Occupational therapists

Bathing Strategies and Safety

An OT-informed guide to safer, more manageable showering and bathing, covering setup, equipment, energy, temperature safety, dignity and privacy, with a planning table.

Bathing and showering · Falls prevention

Plus membersTemplates and planning tools

For Occupational therapists

Community Access Confidence Plan

An OT-informed plan for building confidence in community settings step by step, from easier to harder places, with strategies, supports and reflection after each…

Community confidence · Community participation

Plus membersTemplates and planning tools

For Occupational therapists

Community Mobility Plan

An OT-informed plan for getting around the community safely with mobility, sensory or cognitive changes, covering routes, aids, rest points, accessible facilities and a…

Community participation · Falls prevention

Topics in this collection

All resources in this collection

Includes resources shared with other professions where they genuinely apply. Use the search and filters above to narrow things down.

146 resources

Plus membersTemplates and planning tools

For Occupational therapists

Activity Analysis Template

An OT template for analysing an activity's steps, physical, cognitive, sensory and social demands, the environment and opportunities to grade or adapt it to…

Activity analysis · Task sequencing

Plus membersTemplates and planning tools

For Educators and school support staff

Adjustments Planning Template

A template for planning reasonable adjustments with students and families, covering barriers, adjustments across curriculum, environment, assessment and wellbeing, consultation and review.

Inclusive education · Individual learning plans

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Appointment Reminder Templates

Short, plain-language reminder templates for SMS, email and phone, with options for confirming, rescheduling and accessibility, designed to reduce missed appointments.

Appointment reminders · Client engagement

Plus membersTemplates and planning tools

For Educators and school support staff

Assessment Adjustments Planner

A planner for adjusting assessment tasks so students can show what they know, covering format, time, environment, support and how the adjustment keeps the…

Assessment adjustments · Inclusive education

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Assistive Technology Exploration Planner

A participant-led planner for exploring assistive technology: everyday tasks that are hard, ideas to explore, trials, professional input and next steps.

Assistive technology · Choice and control

Plus membersTemplates and planning tools

For Occupational therapists

Assistive Technology Trial Record

A structured record for trialling assistive technology, covering the goal, item, setting, set-up, performance, the person's feedback, safety and recommendation.

Assistive technology

Plus membersPractitioner and facilitator guides

For Occupational therapists

Attention and Focus Strategies

An OT-informed menu of attention and focus strategies across the environment, the task and the body, with a planning table to trial strategies at…

Attention and focus · Classroom regulation

Plus membersPractitioner and facilitator guides

For Occupational therapists

Bathing Strategies and Safety

An OT-informed guide to safer, more manageable showering and bathing, covering setup, equipment, energy, temperature safety, dignity and privacy, with a planning table.

Bathing and showering · Falls prevention

FreeVisual supports

For Disability support workers

Bedtime Routine Visual Sequence

A printable visual bedtime sequence with original symbols, blank cards for personal steps and guidance on building a calm, predictable wind-down.

Daily routines · Sleep and rest

Plus membersPractitioner and facilitator guides

For Educators and school support staff

Body Relax Adventure: A Muscle Relaxation Script for Children

A child-friendly progressive muscle relaxation script with playful, original imagery for each body area, adult guidance and a short check-in for after the activity.

Classroom regulation · Co-regulation

FreePractitioner and facilitator guides

For Disability support workers

Calm Together: Visual Co-Regulation Support

A visual co-regulation tool with a choice strip the person can use to show what they need when distressed, plus a worker guide and…

Co-regulation · Emotional regulation

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Capacity-Building Goal Breakdown

A planner for breaking a participant's capacity-building goal into small steps, with the support needed for each step, how progress will be noticed and…

Breaking down goals · Capacity building

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Case Load Review Template

A template for allied health clinicians to review their caseload with a supervisor, covering episode length, progress towards goals, discharge readiness, waitlist flow and…

Caseload management · Clinical and professional supervision

Plus membersPrintable worksheets

For NDIS providers and support coordinators

Choosing Where I Live Planner

A participant-led planner for thinking about home: who I want to live with, where, what matters in a home, the support I need and…

Choice and control · Home and living

Plus membersGroup activities

For Educators and school support staff

Classroom Calm Corner Guide and Regulation Cards

A guide for setting up a voluntary, supervised calm corner in the classroom, with a simple routine and eight regulation strategy cards students can…

Classroom regulation · Emotional regulation

Plus membersGroup activities

For Educators and school support staff

Classroom Energy Check-In

A simple classroom check-in for noticing energy levels, low, ready, high or overloaded, with matching class strategies and a student self-check strip.

Classroom regulation · Emotional regulation

FreeChecklists

For Disability support workers

Cleaning Checklist (Visual)

A visual room-by-room cleaning checklist with picture prompts for kitchen, bathroom, bedroom and living areas, and daily and weekly tick boxes.

Cleaning and home care · Household tasks

Plus membersReflection activities

For Allied health and multidisciplinary teams

Clinical Reasoning Reflection

A reflection tool for clinicians and students to make clinical reasoning explicit, covering the information gathered, hypotheses, the client's priorities, options, decisions and review.

Clinical and professional supervision · Clinical reasoning

FreePractitioner and facilitator guides

For Allied health and multidisciplinary teams

Collaborative Goal-Setting Meeting Guide

A meeting guide and template for multidisciplinary teams to set shared, person-led goals, agree who does what and plan reviews.

Collaborative goal setting · Goal setting

Plus membersChecklists

For Allied health and multidisciplinary teams

Collaborative Practice Self-Assessment

A self-assessment for allied health practitioners on collaborative practice, covering role clarity, communication, shared goals, conflict, client involvement and team reflection.

Collaborative practice · Interdisciplinary practice

Plus membersPrintable worksheets

For Psychologists

Committed Action Plan

An ACT-informed plan linking a chosen value to a goal and specific actions, anticipating barriers and the feelings that may show up, and noting…

ACT-informed tools · Goal setting

Plus membersTemplates and planning tools

For Occupational therapists

Community Access Confidence Plan

An OT-informed plan for building confidence in community settings step by step, from easier to harder places, with strategies, supports and reflection after each…

Community confidence · Community participation

Plus membersTemplates and planning tools

For Occupational therapists

Community Mobility Plan

An OT-informed plan for getting around the community safely with mobility, sensory or cognitive changes, covering routes, aids, rest points, accessible facilities and a…

Community participation · Falls prevention

FreeTemplates and planning tools

For Disability support workers

Community Outing Plan

A visual plan for a community outing, covering where, when, who, what to bring, accessibility, costs, the plan for breaks and what to do…

Community participation · Leisure and recreation

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