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

FreePrintable worksheets

For NDIS providers and support coordinators

Community Participation Planner

A participant-led planner for exploring interests and places in the community, identifying barriers and the supports needed, and planning first steps.

Community participation · Participant goals and planning

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Coordinating Allied Health Reports

A coordination tool for support coordinators requesting and tracking reports from multiple allied health providers, covering purpose, questions to address, deadlines and participant review.

Coordinating reports · Evidence and reports

Plus membersChecklists

For Allied health and multidisciplinary teams

Cultural Responsiveness Checklist

A reflective checklist for teams and practitioners on culturally responsive practice, covering self-reflection, communication, interpreters, family and community, environment and service design.

Cultural responsiveness · Cultural safety

Plus membersTemplates and planning tools

For Occupational therapists

Daily Planner for Memory Support

A clear one-page daily planner designed for people with memory difficulties, with the date, time-based plan, appointments, tasks, medication prompts and an end-of-day check.

Daily routines · Memory supports

FreeVisual supports

For Disability support workers

Daily Routine Visual Planner

A printable visual planner for mapping out a day in clear, predictable steps, with space for times, activities and a tick when each step…

Daily routines · Executive functioning

Plus membersPractitioner and facilitator guides

For Occupational therapists

Dementia-Friendly Home Supports

An OT-informed guide to adapting the home for people living with dementia, covering lighting, contrast, signage, reducing clutter, safety, routines and wayfinding.

Dementia · Falls prevention

FreeChecklists

For Allied health and multidisciplinary teams

Documentation Peer Review Checklist

A checklist for peer review of de-identified clinical or case notes, covering identification, clarity, objectivity, consent, risk, plans and timeliness, with structured feedback.

Documentation and record keeping · Interdisciplinary practice

FreeVisual supports

For Disability support workers

Doing the Laundry Visual Steps

Clear visual steps for doing a load of laundry, from sorting clothes to putting them away, with space for the person's own machine settings…

Independent living · Laundry and clothing care

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

FreeTemplates and planning tools

For NDIS providers and support coordinators

Emergency and Disaster Preparedness Plan

A person-centred plan for emergencies and disasters, covering support needs, communication, medication and equipment, evacuation, who to contact and an emergency kit.

Emergency preparedness · Person-centred planning

Plus membersPrintable worksheets

For Occupational therapists

Energy Planner: Pacing with the Four Ps

A weekly energy planner that helps people rate activities by energy cost, spread them across the week and build in rest using Prioritise, Plan,…

Energy conservation · Wellbeing and self-care

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Environmental Change Trial Record

A record for trialling one change to a person's environment at a time, describing the change, baseline, observations over the trial and a decision…

Environmental changes · Proactive support strategies

Plus membersChecklists

For Allied health and multidisciplinary teams

Equipment Handover Checklist

A checklist for handing over equipment to clients and families, covering fit and set-up, demonstration, practice, safety, maintenance, written instructions and follow-up.

Assistive technology · Equipment handover

Plus membersTemplates and planning tools

For Occupational therapists

Equipment Use Instructions Template

A template for clear, illustrated instructions for using equipment such as hoists, shower chairs or mobility aids, covering purpose, safety checks, steps, cleaning and…

Assistive technology · Equipment instructions

Plus membersChecklists

For NDIS providers and support coordinators

Evidence Gathering Checklist

A checklist for support coordinators and participants gathering information before a plan reassessment, including reports, the participant's statement, carer input, progress and quotes.

Evidence and reports · Meeting preparation

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Family and Carer Involvement Plan

A plan, made with the person's consent, for how family and carers will be involved: who, what information is shared, their role, how they…

Family and carer involvement · Informed consent

Plus membersTemplates and planning tools

For Occupational therapists

Family Morning Routine Planner

An OT-informed planner for smoother family mornings, mapping each step, who does what, preparing the night before, visual supports for children and pressure points…

Daily routines · Executive functioning

Plus membersTemplates and planning tools

For Occupational therapists

Fatigue and Thinking After Brain Injury Planner

An OT-informed planner for managing cognitive fatigue after brain injury, scheduling demanding tasks at best times, planning rests, reducing distractions and tracking energy.

Brain injury · Energy conservation

FreePrintable worksheets

For Disability support workers

Finding Groups and Interests

A visual worksheet for exploring interests and finding local groups and activities, with picture prompts, questions to ask and a plan to try a…

Community participation · Interests and groups

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

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

First Appointment Information Letter

A plain-language template letter for first appointments, explaining what to expect, what to bring, costs, accessibility, cancellations, privacy and how to contact the service.

Appointment information · Client engagement

Plus membersPractitioner and facilitator guides

For Occupational therapists

Getting Organised at Home

An OT-informed guide to organising belongings and spaces at home, with strategies such as a home for everything, labels, clear containers and daily reset…

Executive functioning · Home organisation

FreeVisual supports

For Disability support workers

Getting Ready for Work Routine

A visual routine for getting ready for work or a day program, covering the night before, morning steps, what to bring and travel, with…

Daily routines · Employment

FreeChecklists

For Disability support workers

Getting Ready to Go Out Checklist

A visual checklist for getting ready to leave the house, covering personal items, weather, the plan for the outing and checking the home is…

Community participation · Independent living

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