OTSystematic ReviewOccupational therapy international2026

Occupational Formulation: A Scoping Review of Its Development and Use.

Lorrae Mynard, Ellie Fossey, Genevieve Pepin and 1 others

PMID 42321960

WHAT IT FOUND

Occupational formulation has no agreed definition.

Across 102 sources, mostly book chapters rather than research, it means anything from a step in the Model of Human Occupation reasoning process to a psychological formulation with occupational ideas added. Almost no evidence links it to outcomes.

Key findings

01Occupational formulation has no single name or agreed definition: the reviewed sources used a range of terms for the same step, often several different terms within one source, and only a few offered a definition.

02More than three quarters of the sources said an occupational formulation must be linked to a theory, model or framework, and most of those used the Model of Human Occupation; more than half placed the step between assessment and goal-setting in the therapy process.

03The evidence that occupational formulation benefits anyone is thin: only 12 of the 102 sources reported research or evaluation, and the review could not critically appraise the quality of any of them.

STILL TO COME

How it was doneWhat they foundWhat it means for OTs

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What it does not show

Most of the 102 sources are book chapters and grey literature rather than research, so the review could not check the quality of any of them. Almost all the sources come from the United Kingdom and the United States and from mental health settings, so the review says little about physical rehabilitation, children's services or other countries. The authors accept they may have missed relevant work: the ETHOS thesis repository was not searched because of a technical problem at the British Library, books may not have been indexed in Google Books, the search terms may not appear in the text of hard-copy books, and authors may describe the same idea without using those terms. The formal expert consultation panel planned in the protocol was replaced by informal conversations with people the first author already knew. The few studies with outcome numbers tested whole occupational therapy programmes in which formulation was only one component, and the dementia trial was summarised from a book chapter rather than the original report. Only the work of Parkinson and colleagues set out a clear structure for documenting a formulation, so the review's conclusions about structure rest heavily on a small group of authors.

Declared interests

The first author, Lorrae Mynard, is the founder of occupationalformulation.com, a business that provides occupational formulation training; the review states that the work began before the business was founded in response to training requests. The other authors report no conflicts of interest. The first author's work on the review was supported by an Australian Government Research Training Program Scholarship, and open access publishing was covered by Monash University through an agreement with the publisher. The review notes that none of the sources it included reported funding data.

The easy way to misread this

Do not read this review as evidence that occupational formulation improves outcomes. The four benefits it describes were proposed by two authors rather than tested, most of the sources are book chapters, opinion pieces and small surveys, the review could not appraise the quality of any source, and the few studies that reported outcome numbers evaluated whole occupational therapy programmes in which formulation was only one component.

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