What It Captures
The plan captures the original task, learned strategy, transfer target, planned use, pending or completed status, later outcome, and client notes where entered.
Strategy Generalization Plan
Strategy Generalization Plan is a shared practitioner-client tool for occupational therapy practitioners helping clients apply learned strategies beyond the original task. It helps identify transfer targets, name which strategy applies to each new situation, and later record whether the strategy supported performance there.
Create a fictional transfer target and review how pending targets become completed outcomes.
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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.
Transfer Target Requirements
A transfer target should be meaningfully different from the original task while still relevant to the client.
Relevant Limitations
The product does not generate target activities, prescribe practice steps, use unsupported generalization scores, or claim universal transfer.
Does the tool suggest transfer targets automatically?
No. Transfer targets are identified by the practitioner and client; the product organizes them and tracks later outcomes.
What happens if the target is the same as the original task?
The target should be flagged because it does not demonstrate transfer to a different context.
Are outcomes scored?
No supported outcome rating structure is defined in the supplied specification, so outcomes are captured descriptively unless a valid structure is supplied elsewhere.