Occupational therapy treatment plan template and example
An occupational therapy treatment plan template that turns assessment findings into measurable goals, with an example entry for each section.
✓Goals tied to real occupations
✓Baseline and review date per goal
✓Doubles as a plan of care
Free · No sign-up · Saves in your browser · Built into healhab as “Occupational Participation Goal Plan”
What's inside
Occupational Profile Snapshot
Strengths and Participation Priorities
Goals and Intervention Plan
Environmental and Equipment Considerations
Home, School, Work, or Community Carryover
Outcome Review Plan
Therapist Sign-off
Preview · 7 sections
Occupational Participation Goal Plan
Patient
Patient ID
Date of birth
Plan date
Therapy
Therapist
Source assessment
Next review
Assessment snapshot
Patient caregiver priorities
Occupational Profile Snapshot
Occupational profile snapshot
Strengths and Participation Priorities
Strengths
Participation Priorities
Goals and Intervention Plan
Occupation / Participation Area
Goal
Baseline
Success Criteria
Approach / Supports
Setting / People
Timeframe / Review
Environmental and Equipment Considerations
Environment equipment considerations
Home, School, Work, or Community Carryover
Carryover plan
Outcome Review Plan
Outcome review plan
Therapist Sign-off
Therapist
Designation
Registration
Date
How to fill it in
1
Assessment snapshot
The assessment this plan follows and the two to four findings the goals answer.
More guidance
Name the assessment this plan follows and its date, then give the two to four findings the goals respond to. Use only facts already documented in that assessment. The snapshot is a pointer for the reader, so leave detail in the source document and keep this to a few sentences.
2
Patient and caregiver priorities
Priorities in the client's and family's own words, noting who said what.
More guidance
Write the priorities in the words of the client and family, and note who said what. Where priorities differ, between a parent and a grandparent or between a client and their spouse, record both. Goals that grow from the family's own priorities are the ones most likely to be practised between sessions.
3
Occupational Profile Snapshot
A few lines on the roles, routines and settings the goals depend on.
More guidance
Give a short reminder of the roles, routines, settings and interests the goals depend on. Include where each priority happens and who supports it: school, home, workplace, the grandparents' house. A few lines are enough, because the full profile lives in the assessment.
4
Strengths and Participation Priorities
Strengths you can use in therapy, beside the priorities in the family's order.
More guidance
List strengths in one column and participation priorities in the other. Choose strengths you can use in therapy: a strong interest, good imitation, a supportive teacher, a routine that already works. Order the priorities as the family ranks them, then check that the assessment supports each one.
5
Goals and Intervention Plan
One row per goal: occupation, measurable goal, baseline, approach, setting and review timeframe.
More guidance
Use one row per goal. Name the occupation, then write the goal with the person, an observable action, the conditions, a criterion and a date. Add the baseline from the assessment, the success criteria, your approach and supports, the setting and people, and the timeframe for review. Someone outside OT should be able to tell whether the goal has been met.
6
Environmental and Equipment Considerations
Environment changes and equipment to trial, who arranges each, and by when.
More guidance
Record changes to the environment and equipment to trial, with who will arrange each and by when. Include low-cost options a family can find locally: a footstool, a thicker pencil grip, a non-slip mat under the plate. If equipment needs funding or a supplier, say what happens while it is not available.
7
Home, School, Work, or Community Carryover
How each goal is practised outside sessions, by whom and how often.
More guidance
Explain how each goal will be practised outside sessions, by whom and how often. Keep the load realistic for the household; a plan that asks a working parent for four practice slots a day will not be followed. Include school or workplace carryover only where the teacher or employer has agreed to it.
8
Outcome Review Plan
When the plan is reviewed, the data source for each goal, and who attends.
More guidance
Say when the plan will be reviewed, which information will be used and who will take part. Name the data source for each goal: session notes, a parent log, a teacher's note. Add what you will do if a goal is met early or is not progressing, such as changing the approach or the criterion.
Occupational therapy treatment plan template and example: filled sample
Fictional entries, initials only, showing the level of detail to aim for. Impression and summary sections are left for the treating clinician.
Patient and caregiver priorities
Father: 'She should eat her lunch at school without the ayah feeding her.' R. (client): 'I want to write faster in exams.'
Occupational Profile Snapshot
Class 2, morning shift; school van at 7:10. Lives with parents; maternal grandmother helps after school. Loves cricket and drawing cars.
Strengths and Participation Priorities
Strength: copies an action after one demonstration. Priority: buttons his school shirt himself before the van arrives.
Goals and Intervention Plan
Dressing: By [date], A. will fasten the five front buttons of her school shirt within 3 minutes with no physical help on 4 of 5 school mornings, as recorded by her mother. Baseline: fastens 2 of 5 with hand-over-hand help.
Environmental and Equipment Considerations
Trial a wooden footrest under the dining chair so her feet are supported at meals; father to make one from spare plywood this week.
Home, School, Work, or Community Carryover
Practise buttons on the school shirt every morning, with grandmother waiting a count of ten before helping. Class teacher has agreed to let him unpack his own bag.
Outcome Review Plan
Review on [date] with parents and class teacher, using session notes, the weekly home log and the teacher's Friday copying notes.
OT treatment plan vs sensory-motor goal plan
Occupational Participation Goal Plan
Sensory-Motor and Daily Living Goal Plan
Organised by
Any occupation or participation area chosen with the family
Four set focus areas: regulation, fine and visual-motor, self-care, school and play
Suits
Adults and children across a broad caseload
Children with sensory, motor and daily living goals
Goal table
Seven columns, including setting and people
Six columns, including where the skill should carry over
Extra sections
Environmental and equipment considerations
Accommodations table and caregiver or team guidance
Usual source
Comprehensive OT assessment
Sensory-motor and participation assessment
Tips and mistakes to avoid
Do
Agree goals in the family's language and read them back; include grandparents who run the mornings.
Use criteria a parent or teacher can count, such as school mornings or minutes taken.
Name the real classroom demand, such as four-line notebooks or copying from a crowded blackboard.
For adults, tie goals to roles like cooking for the family or managing a shop counter.
Borrow wording from the OT goal examples page, then adapt each goal to this person.
Avoid
Goals about body functions alone, such as 'improve grip strength'.
A blank baseline, which makes a fair progress report impossible later.
More goals than the session frequency can support.
School goals the school has not agreed to support.
About this treatment plan
An occupational therapy treatment plan turns assessment findings into goals for the activities that matter to the person. Each goal has a baseline, success criteria, the approach and supports, the setting and people involved, and a review date. This free template also works as an OT plan of care and keeps every goal tied to an occupation.
After assessment, to agree goals before sessions start
A school, insurer or doctor asks for a plan
At review, to rewrite met or stalled goals
An adult returning home or to work
Read more
The treatment plan, also called a goal plan, intervention plan or, in the US, a plan of care, is the agreement on what therapy will work on and how progress will be judged.
Each goal sits under an occupation such as dressing, mealtimes or handwriting, so families and schools see why it matters. Keep to the goals you will actually work on before the next review.
Questions
What should an occupational therapy treatment plan include?+
Identifying details, an assessment snapshot, client and family priorities, a brief profile, strengths, goals with baseline and success criteria, approach and supports, settings and people, carryover outside sessions and a review plan with dates.
Is an OT treatment plan the same as a plan of care?+
Mostly. 'Plan of care' is the US term, often signed by a physician or insurer. This template covers its clinical content; copy the goals and dates into a payer's own form if one is required.
How many goals should an OT treatment plan have?+
As many as you can work on and measure before the next review. For weekly sessions, three to six goals is a common range.
How do I write a measurable OT goal?+
Name the person, an observable action, the conditions, a criterion and a date: 'By [date], [Name] will put on and fasten Velcro school shoes within 2 minutes with no physical help on 4 of 5 mornings.'
Is there a filled sample of this treatment plan?+
Yes. Each section guide shows a fictional example entry, initials only, including a full goal row. There are no sample conclusions; every goal must come from your own client's assessment.
How often should an OT treatment plan be reviewed?+
Set the date when you write the plan. Every three months is common for weekly therapy, sooner if goals are met quickly or things change at home or school.
Is this template built into healhab?+
Yes. The Occupational Participation Goal Plan is a Template Studio starter. Here you can fill it in online with no sign-up and download a PDF.
