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

Job Demands Overview

An OT-informed overview of a job's physical, cognitive, sensory, social and environmental demands, compared with the person's current abilities to plan return to work…

Employment · Return to work and activity

Plus membersPractitioner and facilitator guides

For Allied health and multidisciplinary teams

Joint Report Writing Guide

A guide for multidisciplinary teams writing joint reports, covering purpose, audience, consent, structure, each discipline's contribution, plain language and review.

Documentation and record keeping · Interdisciplinary practice

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Joint Session Planning Template

A template for planning sessions delivered by two disciplines together, covering shared goals, each discipline's focus, roles, session flow, the client's preferences and review.

Co-treatment and joint sessions · Interdisciplinary practice

FreeVisual supports

For Disability support workers

Kitchen Safety Visual Guide

A visual guide to key kitchen safety habits, from handwashing and knife safety to stove and kettle safety, food storage and what to do…

Independent living · Kitchen and meal preparation

FreePractitioner and facilitator guides

For Occupational therapists

Kitchen Task Adaptations

An OT-informed guide to adapting kitchen tasks for safety and independence, covering positioning, equipment, organisation, energy and safety, with a task planning table.

Energy conservation · Independent living

Plus membersPrintable worksheets

For Occupational therapists

Leisure Interests Explorer

An explorer for discovering past, current and new leisure interests across categories, with ticks for done before, want to try and not for me,…

Community participation · Leisure and recreation

Plus membersPrintable worksheets

For Occupational therapists

Living with ADHD as an Adult: Everyday Strategies

A practical strategies menu for adults with ADHD covering remembering, getting started, staying on track, managing time and looking after wellbeing, with a personal…

ADHD · Executive functioning

FreeVisual supports

For Disability support workers

Making a Sandwich Visual Steps

Clear visual steps for making a simple sandwich, from washing hands to cleaning up, with space for the person's own filling choices and teaching…

Independent living · Task sequencing

Plus membersPractitioner and facilitator guides

For Occupational therapists

Meaningful Activities in Dementia

An OT-informed guide for families and carers on meaningful activities for people living with dementia, drawing on life history, abilities and interests, with adaptation…

Dementia · Life roles

Plus membersTemplates and planning tools

For Occupational therapists

Memory Aids Planner

An OT-informed planner for choosing and setting up memory aids for everyday tasks, from calendars and checklists to phone reminders and routines, with a…

Executive functioning · Independent living

FreePrintable worksheets

For Disability support workers

Money Handling Practice

Visual practice with Australian coins and notes, simple paying and change scenarios, and tips for building confidence with money at the shops.

Budgeting and money · Independent living

FreeVisual supports

For Disability support workers

Morning Routine Visual Sequence

A printable visual sequence for a morning routine with original symbols, blank cards for personal steps and guidance on teaching and fading support.

Daily routines · Visual schedules

FreeConversation cards

For Educators and school support staff

Movement Break Cards

Twelve classroom movement break cards with seated and standing options, plus a teacher guide on timing, inclusion and calm returns to learning.

Classroom regulation · Movement and activity

FreeReflection activities

For Occupational therapists

My Life Roles Reflection

A reflection on the roles that give life meaning, past, present and hoped for, such as worker, carer, friend and volunteer, to guide occupational…

Life roles · Participation goals

FreeTemplates and planning tools

For Disability support workers

My Sensory Kit Planner

A planner for putting together a personal sensory kit with items that help the person feel calm or alert, where to keep it and…

Proactive support strategies · Sensory preferences

FreeChecklists

For Educators and school support staff

My Starting High School Checklist

A student-friendly checklist for starting high school, covering getting there, timetables, lockers, finding help, making friends and managing worries.

School transitions · Transitions

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

My Voice in Progress Reports

A participant input template for provider progress reports, so the person's own views on goals, supports, what is working and what they want next…

Advocacy and self-advocacy · Participant voice

Plus membersChecklists

For Allied health and multidisciplinary teams

New Staff Orientation Checklist

An orientation checklist for new allied health team members, covering welcome, systems, policies, clinical governance, caseload, supervision and wellbeing over the first weeks.

Clinical and professional supervision · Staff orientation

Plus membersPrintable worksheets

For Educators and school support staff

Note-Taking Strategies

A student guide to effective note-taking, with a two-column notes template, abbreviation tips, mind map space and a quick review routine for after class.

Executive functioning · Study skills

Plus membersPrintable worksheets

For Occupational therapists

Occupational Balance Wheel

A visual wheel and table for reviewing the balance of self-care, work or study, rest, leisure, social and home activities, comparing current and preferred…

Occupational balance · Participation goals

Plus membersTemplates and planning tools

For Educators and school support staff

On-Task Self-Monitoring Card

A desk card for students to self-monitor whether they are on task at regular signals, with a simple tick grid, a goal and a…

Attention and focus · Classroom regulation

FreeTemplates and planning tools

For Educators and school support staff

Online Learning Routine

A student routine for learning online or from home, covering set-up, a daily timetable, breaks, staying on track, getting help and finishing the day.

Daily routines · Online learning

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Outcome Measurement Planning Template

A template for planning how a service will measure outcomes, covering what matters to clients, choosing appropriate measures, timing, who collects data and how…

Outcome measurement · Progress review

Plus membersTemplates and planning tools

For Occupational therapists

Pain and Activity Pacing Plan

An OT-informed pacing plan for people with persistent pain or fatigue, covering boom and bust patterns, baselines, time-based pacing, gradual increases and planning rest.

Energy conservation · Pain and pacing

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