The OT Energy Conservation Pack

Energy conservation principles are commonly used to help patients mitigate the challenges associated with chronic conditions involving fatigue and pain.

We 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.

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

    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


      Want to learn more about energy conservation research?

      Energy Conservation Management Mini-Course (Free):

      Click play to watch the mini-course overview, and get the whole mini-course for free below.

      Frequently asked questions


      When were these handouts updated?
      We last updated the pack 2018 with up to date evidence.

      What if I don't like the material?
      We guarantee that this pack is helpful, easy to put into practice and evidence based…if you are not happy with your package, we insist that you tell us and we’ll refund you money back and you get to keep all the resources.

      Are you open to new addition ideas?
      We love receiving requests from our members! If you have a resources or template in mind, feel free to contact us here.

      Do you offer a hardcopy version of these handouts?
      Unfortunately not at this time. We've found that hardcopies turn into worn out old photocopies, but printable PDF look professional and their very best for you with each new patient interaction.