"-)'H:@)'04.0)2,6'4=',-)'IJ!

'K4/)+'
'
•  ,"&-./'''''
•  0/12&./3"/$'
•  4##%567./'''
•  4##%567./6:'5"&A.&36/#"'
•  ,"&-./Y"/12&./3"/$Y.##%567./'I$'
 IJ!'L:*M<*C'
Person

Environment Occupation

='$&6/-6#7./6:'3.9":'
 IJ!'K4/)+'
=--%357./-K'
•  C@"'5"&-./'2-'9D/632#'6/9'6:M6D-'9"1":.52/>'
6/9'2/$"&6#7/>'M2$@'$@"'"/12&./3"/$'
•  C@"'"/12&./3"/$'#@6/>"-'6/9'-.'9."-'
E"@612.%&'
•  0/12&./3"/$-'#6/'@61"').*N+:.M'4<'
04.6,<*:.:.M'"Z"#$-'./'.##%567./6:'
5"&A.&36/#"'
•  C@"'"/12&./3"/$'2-'.["/'"6-2"&'$.'#@6/>"'
$@6/'$@"'5"&-./'
 IJ!'K4/)+'

=--%357./-'#./7/%"9K'
!  4##%567./-'6&"'#.35:"X'
!  C@"'&":67./-@25'E"$M""/'$@"',04'2-'
$&6/-6#7./6:'
!  4##%567./6:'5"&A.&36/#"'#@6/>"-'.1"&':2A"'
-56/''
 <26>&63'4A',04'H.9":'

,"&-./Y0/12&./3"/$Y4##%567./'H.9":Q'
V&"5"6%G'0Q?QG'V.@/G'0QBQ'\'?.D$'B#@"::G'?Q=Q'8]^^S;Q'7266#/8-9-.:#0;<#+=(-*00&:#)*+#6-$"'/#:>'8RR$@'"9Q;Q'85Q'
_U`;Q',@2:69":5@26G'WB=K').:$"&-'J:%M"&a!2552/#.bG')2::263-'\')2:*2/-Q'
 I)<64.-'
•  W/2O%"'E"2/>'M2$@'6'16&2"$D'.A'&.:"-'
'
•  ?":2"A'2/'$@"'M.&$@'.A'6::'5"&-./-'&">6&9:"--'.A'92-6E2:2$DG'6>"G'
9"1":.53"/$6:'92c#%:$D'.&'-.#26:'#./927./''

•  =55&.6#@"-'$@"'5"&-./'A&.3'6/'@.:2-7#'5.2/$'.A'12"M'
83"6/2/>:"--'$.'6b"/9'$.'56&$-'.A'6'5"&-./'2/'2-.:67./'A&.3'
.$@"&'5".5:"'6/9'"/12&./3"/$;'

•  ,"&-./'2-'12"M"9'@.:2-7#6::DY32/9G'E.9D'6/9'-52&2$''

•  I)<=4<C*.0)'04C24.).,6''

•  C@"'d5"&-./e'#6/'&"A"&'$.'6/'2/92129%6:G'>&.%5G'.&>6/2-67./'.&'
#.33%/2$D'
 !"#$%#&'()"*)%&+%("(,-*

•  H.$.&'
•  ,&.#"--'
•  V.33%/2#67./af/$"&6#7./'
'
'
P"AK'g"&-#@G'hQ'!QG'!635.&$G'iQ'JQG'\'V.Z"DG'HQ'BQ'8]^^j;Q'?0)52$>-#+#6>(2(@-?::620#)*+-$*-*00&:#)*+'8j$@'"9QG'5'RT^YRTj;Q'C@.&.A6&"G'QiQkQB!=VJ'f/# Q''''''''
'
 J.@:<4.C).,'
•  2-B6:0*+'('2/#:%92/>'/6$%&6:'6/9'E%2:$'-%&&.%/92/>-'
•  640:*+'('2/#:%92/>'-.#26:'>&.%52/>-G'#.33./'
2/$"&"-$-G'6l$%9"-'
•  640:4)04.4C:0YI/6/#"-'
•  01+,1<*+'('2/#:%92/>'"$@/2#G'&.%7/"'5&6#7#"-'E6-"9'
./'16:%"'-D-$"3-'
•  :.63,134.*+%4<M*.:O*34.*+'('2/#:%92/>'-.#2"$6:'
2/-7$%7./-'2/#:%92/>'5.:2#2"-G'9"#2-2./Y'36*2/>'
5&.#"--"-G'6##"--2E2:2$DG':">6:'A%/92/>'6&&6/>"3"/$-''
 !0012*34.'

•  6#7127"-G'$6-*-'6/9'.##%567./-'$@6$'36*"'%5'
"1"&D96D':2A"'

•  "1"&D$@2/>'5".5:"'9.'$.'.##%5D'$@"3-":1"-G'
2/#:%92/>''
–  :..*2/>'6["&'$@"3-":1"-'8-":A'#6&";'
–  "/N.D2/>':2A"'8:"2-%&";'
–  6/9'#./$&2E%7/>'$.'$@"'-.#26:'6/9'"#./.32#'A6E&2#'.A'$@"2&'
#.33%/27"-'85&.9%#712$D;'
'
 !0012*34.*+'I)<=4<C*.0)'
•  d$@"'9.2/>'.A'.##%567./e'
•  d$@"'.%$#.3"'.A'$@"'$&6/-6#7./'.A'$@"'5"&-./G'$@"'
"/12&./3"/$'6/9'$@"'.##%567./e'
•  d$@"'6E2:2$D'$.'#@..-"G'.&>6/2L"G'6/9'-67-A6#$.&2:D'
5"&A.&3'3"6/2/>A%:''.##%567./-'$@6$'6&"'#%:$%&6::D'
9"I/"9'6/9'6>"'655&.5&26$"'A.&':..*2/>'6["&'./"Y
-":AG'"/N.D2/>':2A"G'6/9'#./$&2E%7/>'$.'$@"'"3.7./6:G'
-.#26:'6/9'"#./.32#'A6E&2#'.A'$@"'#.33%/2$De'

'
P"AK''V@&2-76/-"/G'VQ'\'?6%3Q'VQ'809-Q;G'8RSS+;Q-A00&:#)*+#6-$"'/#:>@-B+#C62+D-1&+0)*+-#+8-!'66EC'2+D-F]/9'"9Q;Q'85'j_;Q'C@.&.A6&"G'ikK'B:6#*Q'
 !0012*34.*+'I)<=4<C*.0)'
•  4##%567./6:',"&A.&36/#"'2-'2/m%"/#"9'ED'$@"''
–  5"&-./''
–  %/2O%"'"/12&./3"/$'2/'M@2#@'./"'A%/#7./-G'6/9''
–  .##%567./-'$@6$'#./-2-$'.A'./"F-'6#7./-'6/9'$6-*-'
6/9'%:736$":D'#&"6$"'./"F-':2A"'&.:"-Q'
•  4##%567./6:'5"&A.&36/#"'9"-#&2E"-'$@"'6#7./-'$@6$'
6&"'3"6/2/>A%:'$.'$@"'2/92129%6:'6-'@"'-":A'36/6>"-G'
#6&"-'A.&'.$@"&-G'M.&*-G'5:6D-'6/9'56&7#256$"-'A%::D'2/'
@.3"'6/9'#.33%/2$D':2A"Q'f$'#6/'E"'-"56&6$"9'2/$.'
$M.'#.35./"/$-K''
–  .##%567./-'
–  5"&A.&36/#"Q''
 !PPQIR"S!TR5'HS"'
'
I44<'H:,'''''''''''''''''''U44/'H:,'

4'
4'

0'
E ,' 0'
,'

C@"'h.6:'.A'$@"'4##%567./6:'
C@"&652-$'
"-)'IJ!'K4/)+F6'R22+:0*34.'H<*C)74<8'
Identify occupational performance
strengths and problems!

Assess ! Assess ! Assess !

performance occupation, environment
components! activities, tasks! conditions!

Bring this information together in a

transactional framework to develop
intervention plan with client. Outcome is
evaluated by measuring !
occupational performance!

Person
4##%567./6:'
,"&A.&36/#"'

Environment Occupation
 R;;J;;'!PPQIR"S!TR5'IJ?H!?KRTPJ'U!R5;'
)@6$'6&"'$@"'#:2"/$F-'.##%567./6:'5"&A.&36/#"'>.6:-n'

,"&-./' 0/12&./3"/$' 4##%567./'

)@6$'d5"&-./e'A6#$.&-'
8.##%567./6:'5"&A.&36/#";''
36D'E"'@2/9"&2/>'$@"''
6#@2"1"3"/$'.A'$@"'.##%567./6:''
5"&A.&36/#"'>.6:-n''
)@6$'d"/12&./3"/$e'A6#$.&-'
)@6$'d.##%567./e'A6#$.&-'
36D'E"'@2/9"&2/>''
36D'E"'@2/9"&2/>'$@"''
$@"'6#@2"1"3"/$'.A'$@"''
6#@2"1"3"/$'.A'$@"''
.##%567./6:''
.##%567./6:'5"&A.&36/#"'>.6:-n''
5"&A.&36/#"'>.6:-n''

V6/'$@"-"'E"'#@6/>"9n' V6/'$@"-"'E"'#@6/>"9n' V6/'$@"-"'E"'#@6/>"9n'

P(!!;J'"(J'VJ;"'ST"J?WJT"S!T';"?R"JUX'
='#@6/>"'2/'M@2#@'A6#$.&8-;''
85"&-./G'"/12&./3"/$'6/9a.&;'2-'3.-$':2*":D''
$.'&"-%:$'2/'$@"'#:2"/$'6#@2"12/>'$@"2&'>.6:-n'

o'CQ!Q,6#*"&G',@<Q'