Free Resources for Occupational Therapists
Practical tools to build your confidence, clarity, and connection in practice
Whether you work in paediatrics, mixed caseloads, private practice, or are growing into new areas of your career, these free resources are designed to support your clinical thinking, planning, and everyday decision making.
Inside this library you will find
- Paediatric specific therapy frameworks to guide your service delivery across ages and stages
- Clinical planning and reasoning tools you can use across many practice areas
- Documentation and funding supports to help you communicate clearly and plan effectively
- Wellbeing and workload tools to support sustainable practice
These are the same types of tools I use in supervision, workshops, and inside The OT Coach Academy, and they are here to support you in your real, day to day work as an occupational therapist.
Paediatric Frameworks and Therapy Process Guides
These visual guides are designed specifically for occupational therapists working with children, young people, and families. They support you to understand how therapy evolves across developmental stages and how to partner effectively with caregivers.
A simple visual overview of how paediatric occupational therapy typically unfolds.
This framework walks you through the four core phases of therapy: Set Up, Planning, Therapy, and Service Evaluation. It is designed to help you structure your clinical reasoning, improve consistency in your service delivery, and make the therapy journey easier for families to understand.
A visual guide to setting clear expectations at the beginning of therapy.
This resource supports you to talk through roles, responsibilities, goals, and what therapy will and will not involve. Strong contracting creates shared understanding, supports informed consent, and helps prevent misunderstandings later in the therapy journey.
A practical framework to help you understand where a caregiver is at and adapt your approach accordingly.
This model supports you to recognise when caregivers are overwhelmed, uncertain, or ready to engage more deeply. It helps guide your expectations, communication style, and goal setting so therapy feels achievable and supportive rather than overwhelming.
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A step by step guide to how occupational therapy support typically unfolds in the early years.
This visual framework highlights the importance of caregiver partnership, embedding therapy into daily routines, reviewing progress over time, and planning for transitions as children grow.
A visual map of how occupational therapy evolves for school aged children.
This guide supports you to work collaboratively with families and educators, focus on participation based goals, adjust therapy over time, and plan for maintaining gains or transitioning out of therapy when appropriate.
A practical overview of how occupational therapy support shifts during the teen years.
This resource highlights working in partnership with the young person, supporting identity and self advocacy, building independence and life skills, and planning for transition into adult services or community supports.
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Clinical Tools and Planning Supports
These practical tools can be used across many areas of occupational therapy. They are designed to strengthen your clinical reasoning, session planning, communication, and service planning.
A structured question guide to support thorough, family centred intake conversations.
This scaffold helps you explore child history, daily routines, school context, supports, and family priorities, while also introducing how you work and what therapy is likely to look like. It supports clearer goal setting and stronger early collaboration.
A practical template to keep key client information in one place.
Use this tool to track goals, supports, priorities, and therapy direction over time. It helps you see the bigger picture, prepare for reviews, and ensure therapy stays aligned with what matters most for the client and family.
A practical template to keep key client information in one place.
Use this tool to track goals, supports, priorities, and therapy direction over time. It helps you see the bigger picture, prepare for reviews, and ensure therapy stays aligned with what matters most for the client and family.
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A structured template to link goals, activities, reasoning, and next steps within your sessions.
This tool supports you to be more intentional in session planning, adjust tasks based on performance, and clearly identify what to carry forward into future sessions. It is ideal for strengthening your clinical reasoning and reflective practice.
A prompt based guide to help you prepare clear, purposeful documentation.
This resource supports you to clarify who the document is for, what has been asked, your concerns, the evidence, the risks, and the outcome you are recommending. It helps your reports and emails stay focused, intentional and clinically meaningful.
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Therapist Wellbeing and Workload
A practical weekly planning tool to help you map your clinical time, admin load, and realistic capacity.
A practical spreadsheet to help you map client funding, therapy frequency, service priorities, and planning across a funding period.
This tool supports sustainable service delivery, clearer caseload planning, and more confident preparation for funding reviews and reporting.
Use this template to see where your time actually goes, balance billable and non billable tasks, and make adjustments that support sustainable practice rather than constant overwhelm.
A reflective worksheet to help you notice patterns of overwhelm and plan supportive strategies.
This tool guides you to identify early signs of stress, quick in the moment reset options, longer term self care habits, and ways to manage your energy and admin load. It also prompts you to consider your support system and when to reach out.
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