The OT Energy Conservation Pack

The OT Energy Conservation Pack


Elevate OT has created a simple to use pack to help OTs optimize client functional outcomes, improve quality of life, and support patients to more fully engage in meaningful activities as they improve their balance between personal and environmental factors.

This collection of energy conversation best practice strategies, handouts, and tools to help you quickly am effectively address prioritizing, planning, and pacing in a fresh way.

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What's included?

You'll walk away with actionable, evidence based tools to put into practice right away:

The items are printable PDFs (27 pages total); updated 2018.

  •  Prioritizing Handout - Use this handout to provide your patients with education on how to more effectively prioritize everyday activities. 1 page handout

  • Prioritization Worksheet - A simple self guided, structured worksheet to help your patients prioritize tasks. 1 page worksheet

  • Planning Handout - Provide your patients with education to better plan time, environments, and ways of engaging in activity to better conserve and spend energy. This handout will help promote patient reflection on the energy demands of everyday activities and help improve the balance between personal and environmental factors. 3 page handout

  • Planning Worksheets - Four types of planning schedules to help your patients to implement strategies and monitor progress: Simple day plan; day plan with energy tracker, simple week planner, and simple week planner (alternate). 4 pages of worksheets

  • Bad Day Plan -  Help your patients recognize and plan ahead for the bad days that happen to the best of us. Use this worksheet to coach them to stay actively engaged and hopeful as they get back on track with their everyday activities. 2 page worksheet

  • Activity Patterns - Promote patient self-reflection and education of common pitfalls associated with activity pacing; then help them use pacing as a self-management skill to perform meaningful activities and engage more fully in life. 3 page handout

  • Pacing Instructions and Individual Plan -  Help your patients to use pacing in meaningful activities, and monitor their progress to promote increased self-reflection, function, and skill in self-management. Track daily progress and help clients follow through with their pacing goals. 2 page worksheet

  • (Bonus) Reference Guide - Support your use of these resources in practice, and get patient specific using this list of key references used in the creation of this pack. 3 page guide

  • (Bonus): Reference Summary - Energy Conservation Management is a developing area of Occupational Therapy intervention that relies on a wide array of research and best practice solutions. Use this summary to better familiarize yourself with key research to date used in the development of these materials. 8 pages from mini-course notes

Delivery is through download from a secure link sent directly to your inbox

Made by Elevate OT

About the Authors

This package was created for you by Elevate OT a small group of dedicated OTs who hail from Canada.  

Elevate OT was developed to meet the increasing demand of needing efficient tools and best practice evidence, quickly and easily in everyday practice. Their mission is to help Occupational Therapists excel in practice through effective resources and education.

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