Profession
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.
Scope: Informal practice tools, not standardised occupational therapy assessments. Specialist content is flagged for review by an occupational therapist.
Free to download
Start with these free resources for occupational therapists. No membership needed.
For Occupational therapists
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
For Occupational therapists
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
For Occupational therapists
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
For Occupational therapists
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
For Occupational therapists
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
For Occupational therapists
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
Occupational therapists
Resources designed first and foremost for this profession.
For Occupational therapists
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
For Occupational therapists
A structured record for trialling assistive technology, covering the goal, item, setting, set-up, performance, the person's feedback, safety and recommendation.
Assistive technology
For Occupational therapists
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
For Occupational therapists
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
For Occupational therapists
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
For Occupational therapists
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
Includes resources shared with other professions where they genuinely apply. Use the search and filters above to narrow things down.
146 resources
For Allied health and multidisciplinary teams
A session plan for training allied health teams in collaborative goal setting, covering principles, writing meaningful goals with clients, practice with cases and feedback.
Collaborative goal setting · Goal setting training
For Occupational therapists
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
For Allied health and multidisciplinary teams
A template for planning therapeutic or educational groups, covering purpose, participants, facilitators, session outlines, group agreements, accessibility, safety and evaluation.
Group facilitation · Group programs
For Occupational therapists
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
For Disability support workers
Clear visual steps for washing hands well, with a simple sequence, when to wash and teaching tips, for display above sinks.
Hygiene · Personal care and dignity
For Occupational therapists
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
For Allied health and multidisciplinary teams
A plan for designing appointments that support understanding, covering preparation, plain language, visual aids, teach-back, written take-home information and follow-up.
Appointment information · Health literacy
For Disability support workers
A visual plan for preparing for a holiday or trip away, covering where and when, travel, accommodation, what to pack, routines away from home…
Holidays and travel · Transitions
For Occupational therapists
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
For Occupational therapists
A room-by-room self-check for reducing falls risk at home, covering floors, lighting, bathrooms, stairs, the bedroom and outdoor areas, with an action plan.
Falls prevention · Home and environmental supports
For NDIS providers and support coordinators
A preparation sheet for participants and families before home modification conversations, covering daily tasks that are hard, safety concerns, priorities, tenancy or ownership and…
Home and environmental supports · Home modifications
For Allied health and multidisciplinary teams
A checklist for designing home programs that fit into daily life, covering goals, number of activities, routines, instructions, demonstration, tracking and review.
Health literacy · Home programs
For Occupational therapists
A weekly tracker for occupational therapy home programs, recording activities, frequency, completion, difficulty and notes, with a review section for the next session.
Goal tracking · Home programs
For Occupational therapists
An OT checklist for preparing home assessment visits, covering consent and referral information, equipment to bring, measurements to take, safety and report follow-up.
Home and environmental supports · Home modifications
For Educators and school support staff
A student planner for breaking assignments into steps, planning backwards from due dates, packing the right materials and building a weekly homework routine.
Executive functioning · Student goals and self-monitoring
For Disability support workers
A visual weekly roster for household chores with picture prompts, space for who does what each day and a simple done box, for shared…
Household tasks · Independent living
For Educators and school support staff
An audit of the physical, sensory, social and learning environment of a classroom, identifying what supports all students and changes to try.
Classroom communication · Inclusive education
For Educators and school support staff
A practical checklist for planning lessons that work for diverse learners, covering clear goals, multiple ways to access content, ways to show learning, environment…
Inclusive education · Individual learning plans
For Disability support workers
A strengths-focused checklist for exploring independent living skills across home, money, health, community and safety, and choosing goals.
Daily routines · Goal setting
For Educators and school support staff
A student-led plan for staying calm at school, covering early signs, triggers, what helps, a calm space, who to go to and how adults…
Calm plans · Classroom regulation
For Educators and school support staff
A preparation sheet for students, families and teachers before an individual learning plan meeting, covering strengths, challenges, adjustments that help, goals and questions.
Individual learning plans · Meeting preparation
For Allied health and multidisciplinary teams
A referral template for one discipline to refer to another within a team, focused on the question to be answered, the person's goals and…
Referral and case planning · Team communication
For Allied health and multidisciplinary teams
A shared care plan template that puts the person's goals and preferences first, maps each discipline's contribution, names a key contact and sets review…
Care and support planning · Collaborative goal setting
For Allied health and multidisciplinary teams
A plan for interprofessional learning sessions where disciplines learn with, from and about each other, using a case, discipline perspectives, discussion questions and reflection.
Interdisciplinary practice · Interprofessional learning
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