When It Is Used
Use it at the beginning of goal-focused occupational performance intervention, before later strategy selection, task analysis, or performance review depends on a confirmed goal.
Collaborative Goal Setting
Collaborative Goal Setting is a shared practitioner-client tool for occupational therapy practitioners beginning goal-focused intervention. It helps the practitioner and client turn the client's priority activities into concrete occupational goals that can guide later strategy work and performance review.
Start with a sample goal-setting record and add or revise draft goals without entering real client information.
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Tool guide
Learn more about this tool
Use this background section to understand when the tool fits, how practitioners use it, and what to consider before sharing it with clients.
What It Captures
The record captures client priority wording, the specific occupational activity or performance context, goal readiness, and unresolved clarification notes.
Relevant Limitations
The tool does not add standardized scores, diagnostic interpretation, predefined goal domains, importance ratings, difficulty ratings, or intervention strategies.
Does this tool create goals from a library?
No. Goals remain client-defined. The tool organizes client priority wording and concrete occupational activity or performance context rather than supplying a generic goal library.
Can a goal stay unfinished?
Yes. Partial goals remain visible as drafts until the client priority and specific activity or performance context are clear enough for later strategy work.
Is there a separate client assignment?
No. The client participates in a guided shared interaction with the practitioner rather than completing an independent assignment.