Figures
Abstract
Introduction
Occupational balance, the subjective perception of satisfaction and balance in engaging in meaningful activities, is fundamental to individuals’ health and well-being. The detrimental impacts of decreased occupational balance are increasingly acknowledged, and interventions are emerging. A comprehensive review of these interventions, targeting occupational balance in adult populations, is needed to ensure effective implementation into both clinical and public health settings.
Objective
This study aimed to systematically review and synthesize existing interventions that address occupational balance among adults in diverse contexts, and to evaluate their effectiveness.
Method
A systematic literature search was conducted in PubMed, CINAHL, the Cochrane Library, and EMBASE in April 2024, following the PRISMA guidelines. Peer-reviewed articles published between 2000 and 2024, reporting quantitatively on interventions addressing occupational balance, were included. The NHLBI quality assessment tools were employed to evaluate the risk of bias. A narrative synthesis was performed.
Results
Of the 347 records identified, 18 publications were included in this review. Study designs comprised randomized controlled trials, observational studies, and pre-post studies. Most participants had specific diagnoses, with a predominance of mental health conditions. The review identified 12 interventions aimed at promoting occupational balance, providing an overview of interventions' target groups, goals, features, and content. Overall effectiveness of identified interventions varied across studies, with six demonstrating statistically significant improvements in occupational balance scores. Clinically meaningful changes were observed in areas such as drug craving, social isolation, and work ability.
Conclusion
This review identified promising interventions for promoting occupational balance and enhancing health, well-being, and life satisfaction across various settings. Further research should employ controlled experimental designs to evaluate interventions addressing occupational balance across diverse populations, addressing gender and age differences while assessing effectiveness across delivery modes and settings.
Citation: Lentner S, Haberl E, Baciu L, Dür M, Lischka C, Fallahpour M, et al. (2025) Interventions promoting occupational balance in adults: A systematic literature review. PLoS One 20(6): e0325061. https://doi.org/10.1371/journal.pone.0325061
Editor: Denis Alves Coelho, Jonkoping University, SWEDEN
Received: October 21, 2024; Accepted: May 6, 2025; Published: June 5, 2025
Copyright: © 2025 Lentner et al. This is an open access article distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Data Availability: All relevant data are within the paper and its Supporting Information files.
Funding: This project is funded by the Gesellschaft für Forschungsförderung Niederösterreich m.b.H. (GFF) as part of the RTI-Strategy 2027 (Grant: FTI21-P-005). The funder's website: https://www.gff-noe.at/. GFF had no influence on the research or publication process. This review is part of the CROB project (Collaborative Research on Occupational Balance), which is a research collaboration between the IMC University of Applied Sciences Krems (Austria), Duervation (Austria) and Karolinska Institutet (Sweden).
Competing interests: The authors have declared that no competing interests exist.
Introduction
In recent years, the pace and complexity of balancing various occupations of everyday life, such as work, family, and leisure time, have intensified in adulthood. Among other factors, the COVID-19 pandemic and the rise of constant connectivity driven by the digital revolution are driving this development forward [1–4]. Occupational balance is a key concept in health sciences, especially in occupational science and occupational therapy, referring to an “individual’s perception of having the right amount of occupations and the right variation between occupations” [[5] p.322]. It is therefore understood as the subjectively perceived satisfaction with and balance between the engagement in activities that are rated as meaningful [6]. In this context, “occupation” encompasses any meaningful everyday activity, including paid and unpaid work, school, household chores, leisure, and even rest [7], which people need to, want to or are expected to do [8].
Certain occupations and lifestyles, such as practicing healthy habits, successfully managing daily demands, or fulfilling psychological needs in balance with personal and environmental conditions, are considered beneficial to well-being, health and quality of life. These practices reduce stressful circumstances and meet essential psychological needs [9]. Modern life, however, leads to increased stress and leaves less time to engage in beneficial activities that contribute to general well-being [10]. Both excessive and insufficient engagement in activities can result in decreased occupational balance, a critical psychosocial determinant of health that can either exacerbate or slow the progression of diseases [11]. Various factors can contribute to an imbalance in daily occupations. These include a lack of time to complete desired or necessary tasks, limited possibilities to manage how time is allocated across activities, a mismatch between desired and required activities, and having either too much or too little to do [5]. Also, boredom due to a lack of stimulating occupations or exhaustion from overstimulation may be seen as responses to decreased occupational balance [12]. Occupations can be further restricted due to a lack of time, resources, or awareness that engaging in meaningful occupations is essential for survival, health and well-being [12].
The associations between health, well-being, and occupational balance
Over the past decade, scholars have established strong evidence emphasizing the association between occupational balance, subjective health, well-being, life satisfaction, and quality of life [13–16]. For instance, Bejerholm and Eklund [15] explored the relationships between occupational engagement, psychiatric symptoms, quality of life, and self-related variables, i.e., mastery, internal and external control, and sense of coherence. They found that high levels of occupational engagement were associated with higher ratings of self-related variables, fewer psychiatric symptoms, and better quality of life, and vice versa. Employing a structural equation modelling approach, Park and colleagues [13] examined the influence of occupational balance on health, quality of life, and other health-related variables in community-dwelling older adults. Their research identified occupational balance as an independent variable, directly or indirectly affecting subjective health, quality of life, and health-related variables.
Although every human may experience decreased occupational balance to some extent throughout their life course [13,17–20], certain populations, such as informal caregivers [21], homeless persons [22], people undergoing life transitions [23] or individuals with specific diagnoses [24–26] seem to be at a greater risk. Life events such as a stroke, or living through a pandemic, have been shown to amplify subjectively perceived decreased occupational balance [27,28]. For example, earlier research has established associations between occupational balance, subjective health, and well-being in parents of preterm infants with a very low birthweight and in parents of children with cerebral palsy [21,29]. Changes in occupational balance and time-use patterns, which potentially affected health and well-being, have also been reported by university students during the COVID-19 pandemic [23]. Other studies have revealed that people with stress and/or mental disorders, such as depression, anxiety, or schizophrenia, often experience a low occupational balance [26,30,31].
Enhancing occupational balance through targeted interventions
In recent years, scholars have increasingly acknowledged the health-compromising role of restricted occupational balance and have accordingly promoted the design and implementation of interventions addressing this phenomenon, particularly in relation to mental health. A scoping review on the concept of occupational balance [32] identified three interventions aimed at promoting occupational balance. These interventions were conducted in clinical contexts and included a therapeutic gardening program for women living with stress-related disorders [33], a time use intervention for individuals with mental illness called Action Over Inertia [34], as well as an occupational therapy group for children [35]. A more recent scoping literature review focusing on general occupational therapy interventions within mental health [36], also presented the group- and activity-based lifestyle program Balancing Everyday Life (BEL) for people with mental illness in specialized and community-based psychiatric service [37]. Additionally, the Redesigning Daily Occupations (ReDO) intervention, a group-based program, promotes consideration of individual patterns of daily activities and the balance between them [38].
Gap of knowledge and research aims.
Thus far, research on interventions addressing occupational balance has primarily focused on individuals with mental illnesses in a clinical context [15,16,26,30,31]. Recent evidence, however, indicates that a growing number of studies have explored the health-promoting role of occupational balance in non-clinical contexts [13,14,17,30,39]. To date, no systematic literature review has been conducted to synthesize and assess peer-reviewed publications analyzing interventions that target occupational balance among diverse adult populations and across various disease prevention contexts. These contexts include clinical, community-based, and academic contexts, and encompass populations of different ages, socio-economic situations, diagnoses, and regional backgrounds. Given the significant impact of occupational balance on health, it is crucial to effectively elevate the concept to a public health priority. This approach not only supports the health of the community but is also consistent with societal and economic goals of maintaining a healthy population [9,11].
This systematic literature review therefore aimed to review and synthesize existing interventions that address occupational balance among adults in diverse contexts, as well as to evaluate their effectiveness in promoting occupational balance. Accordingly, the following research questions were posed: 1) What interventions exist that address occupational balance in adults?, and 2) How effective are existing interventions in promoting adults’ occupational balance?
Method
This systematic literature review followed the Preferred Reporting Items for Systematic Reviews and Meta-analyses (PRISMA) guidelines [40] (S1 Table). The protocol was pre-registered in PROSPERO (#CRD42023423689), an international prospective register for systematic reviews [41]. Amendments to the protocol can be found in S2 Table.
Selection criteria
Studies were included if they a) had a sample of adults aged 18 years and older, b) involved persons with and without diagnoses, c) reported interventions targeting occupational balance of adults, d) explored occupational balance as primary or secondary outcome, assessed with occupational balance measurement instruments, e) were published between 2000 and 2024, f) used an experimental, quasi-experimental or observational study design and g) were published in a German- or English-language, peer-reviewed journal.
Studies were excluded if they a) were not published in a German- or English-language, peer-reviewed journal (e.g., study protocols, poster presentations), b) the focus was on the occupational balance of persons under 18 years (children and/or adolescents), c) there was no occupational balance measurement instrument being used or d) the study was conducted in a qualitative or mixed-method design.
Search strategy
The following electronic databases were searched on April 8th, 2024: PubMed, CINAHL, the Cochrane Library and EMBASE. The search string was built by using the PICO framework [42] categories “Person”, “Intervention” and “Outcome” and was based on terms and synonyms of (“adult*”) AND (“intervention*”) AND (“occupational balance”), combining free text words and MeSH terms. A full search strategy is included in the supporting information (S3 Table). The search strategy, incorporating all identified keywords and index terms, was adapted for each included database. The search was re-run prior to the analysis. In addition, a hand-search of reference lists of relevant review articles and included studies was conducted. S4 Table constitutes a numbered table of all studies found in the literature search.
Study selection
Following the search, all identified citations were collected in Endnote and uploaded to Covidence systematic review management software, which was used to facilitate the screening process [43]. After removing duplicates, two independent reviewers (among SL, EH and HK) conducted the screening of potentially eligible titles and abstracts. Subsequently, full texts were reviewed by two reviewers to determine inclusion in the systematic literature review. A third reviewer was involved in case of disagreement. Cohen’s kappa coefficient was calculated for the screening process to evaluate inter-rater agreement and to initiate further discussion in case the coefficient was too low (i.e., kappa < 0.60, according to Warrens [44]).
Assessment of methodological quality
In line with the PRISMA guidelines [40], each study eligible for extraction was critically appraised by two independent reviewers (among SL, EH and HK) using the design-specific standardized National Heart, Lung, and Blood Institute’s (NHLBI) quality assessment tools, designed for quality appraisal of study’s internal validity [45], which are outlined in S5 Table. In case of disagreement a third reviewer was consulted. To ensure consistency between the reviewers, the tool was pilot tested for each study design, and to assess internal validity, the inter-rater agreement was assessed using Cohen’s Kappa [44].
Data extraction and data analysis
Data extraction was based on the predefined inclusion and exclusion criteria and performed by two reviewers (either SL, EH or HK) individually, using a pilot-tested data extraction form. See S6 Table for all extracted data. The data extraction form included specific details about: author, date, country, conceptualization of occupational balance, study aim, study design, study setting, study participants (inclusion/exclusion criteria, sample size, population description, if applicable: years since diagnosis, method of recruitment, identification of target population, dropouts), type of intervention (goal, duration, format, leader, content and reasoning) and control condition (if applicable), primary and secondary outcome measures, type of statistics, results, conclusions, and study’s limitations. For this review, study settings were categorized into clinical, community-based and academic settings. The term “clinical” was used to refer to medical work related to the examination and treatment of individuals based on their health status, including rehabilitation, which involves the process of returning to daily life after illness [46]. The notion “community-based” was defined as a setting that takes place locally, where individuals engage in work, leisure, and other daily activities [47]. “Academic settings” were related to schools, colleges, universities or connected with studying [46]. Additionally, RE-AIM Framework Criteria for conducting literature reviews [48] were considered in the data extraction form as the framework includes dimensions for evaluation of interventions in healthcare and other settings [49–52]. Table 1 presents both the sample size at baseline (N) and the final sample size (n analyzed), which is the number of participants included in the analyses after accounting for dropouts. This ensures that the review is based on the actual number of participants who completed all relevant measurements [62].
A narrative synthesis approach was followed to anayse the data. Narrative synthesis seeks to integrate findings from multiple studies, primarily utilizing descriptive text to summarize and interpret the results, and to draw conclusions based on the body of evidence. It aims to elucidate the mechanisms by which interventions are either effective or ineffective [63]. The main elements of the synthesis were the organization of findings to identify patterns across the studies, the exploration of relationships in the data to explain differences in effects, and the drawing of conclusions about the size and direction of effects.
Results
The results section provides an overview of the study characteristics and a quality assessment of the included studies. In line with the two research questions, it further comprises a presentation of interventions addressing occupational balance, and an appraisal of their effectiveness. A PRISMA flow diagram [40] is used to summarize the results of the systematic search (Fig 1). A total of 347 publications were identified from databases and hand searches. Duplicates were removed and 256 studies remained. Screening based on title and abstract led to 205 studies being excluded. Reasons were occupational balance only being addressed as a key word, a study population under the age of 18, no evaluation of the effect of the intervention, qualitative or mixed-method design and publication in a non-peer-reviewed journal. Full texts of the remaining 51 studies were assessed for eligibility. Another 33 studies were excluded for not meeting the inclusion criteria: study protocols (n = 5), trial registrations (n = 7), study designs that did not align with the predefined criteria (n = 7), non-peer-reviewed articles (n = 4), or because occupational balance was not addressed (n = 10). This resulted in the inclusion of 18 studies in this systematic literature review. Cohen’s kappa coefficient was 0.788 for title and abstract screening and 0.792 for full-text screening. According to Landis and Koch [64], inter-rater reliability can therefore be considered high, and no further discussion of inclusion was necessary.
Study characteristics
Characteristics of the studies involved are presented in Table 1. The included studies were published between 2011 and 2024 and were conducted in nine countries, with the highest number coming from Sweden (n = 10) [37,39,53–56,65–68]. One study each was carried out in Denmark [60], Ireland [61], Turkey [58], Iran [69], Republic of Korea [57], China [59], Canada [34], and Brazil [70]. All included studies were conducted in English.
The study designs of the included publications comprised randomized controlled trials (RCT) (n = 8) [34,37,53–56,58,57], pre-post (n = 6) [65,60,61,69,59,70] and observational (n = 4) [39,66–68] studies. The sample size at baseline (N) varied between 12 [69] and 226 [37] participants across all studies, involving diverse populations, which are described in detail below. A total of 641 study participants completed all study measurements and were included in the analyses at the study endpoints (i.e., n analyzed). Fourteen studies included more women than men, while one study had a higher proportion of male participants [61]. One study targeted only women [67], another focused exclusively men [69], and one study did not record participants’ gender [34]. Participants’ mean age ranged from 19 to 56 years. Commonly reported demographic data encompassed years since diagnosis (if applicable), health status, educational level, and living situation. Research was conducted across a variety of settings, including primary health care centers, outpatient units, hospitals, inpatient addiction recovery, therapy centers, day services, sports centers, and universities. The settings were categorized into clinical (n = 13) [37,39,53,55,56,60,61,65–68,57,59], community-based (n = 3) [34,54,69] and academic (n = 2) [58,70]. Additional information on the interventions is presented in Table 3.
Assessment of methodological quality
The appraisal of study quality [45] based on 12 or 14 criteria is presented in Table 2. The critical appraisal questions (14 questions for RCTs and observational studies, and 12 questions for pre-post studies) are provided in the supporting information (S5 Table). Cohen’s kappa coefficient was 0.795, indicating substantial inter-rater agreement [44]. The overall study quality of included references was deemed as good in five studies [37,55,56,58,59], moderate in eleven studies [39,53,54,60,61,65–68,69,57] and poor in two studies [34,70].
The main limitations of the included studies were small sample sizes and the absence of control groups, which limited the ability to robustly evaluate the effectiveness of the interventions. Other limitations included lack of follow-up assessments, reliance on unblinded evaluations, use of self-reported questionnaires, and potential participant bias – all of which may affect the reliability and the generalizability of the findings. The results of the critical appraisal were not used as exclusion criteria but were considered as potential explanations for divergent results and were incorporated to support the interpretation of the overall findings.
Interventions addressing occupational balance
The 18 included studies assessed 12 different interventions: ReDesign your EVEryday Activities and Lifestyle with Occupational Therapy (REVEAL(OT)) [60], leisure intervention [69], Balancing Everyday Life (BEL) [37,53,54,66], Tree Theme Method (TTM) [39,55,56,68], time use intervention [57], psychoeducational program [61], ballroom dancing classes [70], occupation-based sleep program [59], web-based time use intervention [58], ReDesigning Daily Occupation (ReDO-10) [67], Let’s Get Organized – Swedish version (LGO-S) [65], and Action Over Inertia (AOI) [34]. Details of the interventions are reported in Table 3.
While only one intervention was delivered web-based [58], all other interventions were performed in-person (n = 11). Most of the interventions were carried out in clinical or rehabilitation settings (n = 9). Remaining interventions were implemented in a university context (n = 2) or at home (n = 1) [34]. Six interventions used a group-based format [37,53,65–67,61,69,70], two interventions included both individual and group-based sessions [60,59] and four were conducted individually [34,40,55,56,68,58,57]. In the group-based interventions, the group size ranged from four participants in the occupation-based sleep program [59] to 18 participating in the ballroom dancing classes [70]. All interventions were led by at least one occupational therapist. However, three publications investigating the BEL intervention involved an additional professional, such as a nurse or a social worker, as a co-leader [37,54,66].
The duration of interventions ranged from one week [57] to 16 weeks [1,37,53,54], comprising five [39,55,56,68] to 14 sessions [37,53,54,66], and had a duration from 15 minutes [57] to 2,5 hours [67]. Eighty-four percent of the studies recruited persons with a specific diagnosis, mainly mental health disorders. These were individuals with anxiety/bipolar/depressive disorders in the BEL [37,53,54,66], TTM [39,55,56,68], LGO-S [65] and AOI [34] interventions, and persons with substance use disorder in the psychoeducational program [61] and leisure intervention [69]. One intervention each focused on persons with chronic pain [60], individuals with diagnosed insomnia disorder [59], isolated persons due to coronavirus disease [57] and women at risk for or on sick leave [67]. Two interventions, the web-based time use intervention [58] and ballroom dancing [70], were directed at students.
In terms of intervention content, most interventions (n = 9) included educational themes, providing theoretical input on topics such as occupation for health, well-being, benefits of activity, nutrition, occupational balance, time management, ergonomics, rest, relaxation, mindfulness, exercising, leisure activities, self-activity and sleep [37,53,54,66,60,61,69]. Seven interventions used self-reflection exercises to address changes in daily lives [34,39,55,56,65,60,61,67,68,69]. Identifying strengths and limitations in everyday life was part of the content of TTM, ReDO and REVEAL(OT) [39,55,56,68]. Group activities were employed in three interventions [37,53,54,66,61,69]. Home assignments to be completed in between sessions were employed in BEL, TTM and the time use intervention. Four interventions implemented individual goal setting [34,67,61,59]. As described in the analyzed publications, the transfer to the participants’ everyday lives was addressed in 10 out of 12 interventions: building up personal experience [60], develop personal plans [69], transition to working on one’s own [37,53,54,66], shaping plans [39,55,56,68] creation of individual timetables [57], planning [61], maintenance [58], strategies [65,67] and refinement of plans [34].
The effectiveness of interventions targeting occupational balance
This section describes the key results regarding the effectiveness of the interventions, with more details on the study characteristics in Table 1 and the assessment of their quality in Table 2. Four publications utilized data from the same RCT to explore the Balancing Everyday Life intervention, including 226 individuals in clinical and community-based settings at baseline [37,53,54,66]. The article published in 2017 described that BEL participants showed significant increases in activity engagement (p < 0,001), activity level (p = 0.036), general activity balance (p = 0.042), reduction of symptom severity (p = 0.046) and psychosocial functioning (p = 0.018) compared to the control group [37]. Findings from Hultqvist et al. [66] indicated that having a close friend predicts clinically important improvement in occupational balance (p = 0.023). Regarding recovery improvement, BEL was found to be equally beneficial and effective compared to standard occupational therapy in Argentzell et al.’s analysis in 2020 [53]. Eklund et al. [54] reported clinically significant improvement of occupational engagement (POES) in the BEL group at completion and at 16 weeks follow up (p = 0.0004). However, one limitation that needs to be considered when interpreting the results is the significantly higher dropout rate in the experimental group compared to the control group, with participants in the experimental group dropping out mainly due to non-compliance with the intervention [37].
Four publications from analyses from one and the same study cohort included in this review explored the effectiveness of the Tree Theme Method, including 121 adults with depression and/or anxiety at baseline. The results of the original RCT conducted in 2018 indicated that both the experimental and control group improved on all outcomes measured from pre- to post-intervention. The improvements in occupational balance scores (COPM and OBQ) were statistically significant (p ≤ 0.01) in both groups, indicating that the intervention was not significantly better than regular occupational therapy [55]. Furthermore, both the TTM and the control group showed long-term changes in their occupational balance, with the participants in both groups having a statistically significant improved score (p ≤ 0.01) on the COPM and the OBQ after 3 and 12 months respectively [55]. The cohort study by Wagman et al. [68] analyzed part of the study population from the previous RCT based on their work situation and found that the occupational balance scores did not differ between the groups across all measurement points. Hakansson and colleagues [39] found that a high score on the “Balance between energy-giving and energy-taking occupations” item of the OBQ immediately after the intervention was a predictor of satisfaction with daily occupations 12 months later.
While BEL and TTM were analyzed multiple times, all other described interventions were each examined in only one of the included studies, as shown in Table 1. A significant improvement of occupational balance was achieved by the leisure intervention [69], time-use intervention [57], psychoeducational program [61], ReDO-10 intervention [67], LGO intervention [65] and the AOI intervention [34]. The participants of the web-based time use intervention [46] significantly improved scores on all but one item of the OBQ. The students taking part in the ballroom dancing intervention [58] reported improved occupational balance compared to pre intervention. The results of the study on the occupation-based sleep program [59] showed that the changes in occupational balance of the experimental group were significantly higher than those of the control group. In some cases, control group participants who received a shorter version of the intervention [58] or standard care [34], also improved occupational balance scores.
Due to the variability of data and measurement instruments across studies, no meta-analysis was conducted and therefore no correlations were calculated or reported in this systematic review. Quality of life was the most common additional outcome measured in relation to occupational balance (n = 8). Other secondary outcomes included functioning (e.g., mastery, performance of activities, motor and process skills) and health-related measures based on diagnoses and symptoms (e.g., pain severity, insomnia index, symptom checklists, health status and/or recovery). All secondary outcome measures and their measurement instruments are listed in Table 1.
Sustainability of results.
As shown in Table 1, ten studies indicated a long-term effect of six interventions (leisure intervention, BEL, TTM, occupation-based sleep program, ReDO, LGO), with follow-ups ranging from two [69] to 12 months [39,56,68]. Ongoing improvements could be shown in occupational balance, personal recovery, engagement in activities, psychological symptoms, health-related aspects, organization and planning skills [39,55,56,67,68,59]. Common characteristics of these interventions include a group-based and in-person format, a duration of six [39,55,56,68] to 16 weeks [37,53,54,66], and delivery by an occupational therapist.
Discussion
This research aimed at supporting health professionals, researchers, and policymakers to understand and critically reflect the current body of peer-reviewed evidence on interventions targeting occupational balance. It is the first systematic literature research synthesizing and assessing interventions that address occupational balance in diverse adult populations.
Interventions addressing occupational balance.
The interventions included in this review shared several common characteristics: they were largely delivered in-person, tended to target people with mental health problems, and employed a variety of methods to promote occupational balance and support participants in transferring these changes to their daily lives.
The mode of delivery of most interventions was group-based and previous research has shown that therapeutic group settings are indeed beneficial for participants [71]. Given the importance of critically examining one’s current lifestyle in achieving occupational balance [72], group-based interventions and group introspection may be particularly valuable for enhancing occupational balance.
This review identified two interventions that were carried out during inpatient treatment. While the goal of improving occupational balance of patients, who are hospitalized for an indefinite period of time, seems reasonable, it is so far unclear whether occupational balance can be sustainably enhanced in inpatient contexts shaped by hospital or clinic routines far off a person’s actual everyday life. It may be assumed that interventions are most effective when carried out in home environments, since a positively experienced occupational balance may, among other factors, be achieved through changes in everyday routines [73]. Only one virtual intervention addressing occupational balance was identified in this review [58], which is surprising given the recent acceleration of digital intervention trends [74]. Considering the need for a strong link between interventions addressing occupational balance and individuals’ daily lives, digital interventions may be an effective delivery mode. This is because users of these digital interventions may be able to more easily integrate changes into their daily routines and activities, regardless of their physical environment, making it a promising approach [75]. Future research should investigate whether digital solutions truly deliver this benefit.
While the content of the 12 included interventions varied to some degree, common themes were addressed, including education and self-reflection about occupational balance and individual use of time, goal setting related to occupational balance, and implementation of habits into daily life. Further aspects related to the concept of occupational balance that were covered in the interventions included eating habits, ergonomics, self-care, time consuming activities, use of creative techniques, dancing, body stretching, calming activities, sleep education, and the use of a diary. This aligns with earlier evidence and conceptualizations of occupational balance, where factors such as activity balance, balance in body and mind, mindfulness, self-awareness, relaxation, balance in relation to others, organization of time, and time balance were identified as relevant for adult’s occupational balance [5]. However, considering that individually meaningful occupations play an important role in the concept of occupational balance [32], it is worth questioning whether interventions such as creative work, dancing or calming activities can contribute to occupational balance. In a study, Yazdani et al. [76] explored how the concept of occupational balance is perceived and practiced by occupational therapy practitioners and identified a distinction between meaningful and purposeful occupations. While the former hold personal significance for the individual, the latter refer to occupations that are beneficial to engage in but may not necessarily be of personal value to the individual. In line with earlier research, the results of this review stress the importance of not only implementing meaningful, but also purposeful occupations to achieve therapy goals [76]. In particular, group settings may benefit from this approach, acknowledging that although large groups cannot provide fully individualized strategies, they can still gain from occupations that are generally perceived as helpful in supporting occupational balance.
Additionally, sleep is critical in relation to occupational balance [77], as maintaining a balance between rest/sleep and daytime activities is essential to promote function and well-being [72,78,79]. This aligns with research highlighting the health benefits of adequate sleep [80,81]. The limited focus on sleep in current interventions addressing occupational balance may be attributed to insufficient evidence on the effect of occupational therapy on sleep [82] and the ambiguity of whether sleep can be defined as an occupation [77].
Most of the studies collected data on social relations, but few explicitly analyzed how these influenced intervention outcomes. Only the articles describing ReDO and BEL reported the consideration of the social dimension, which was not reflected in the studies’ outcome measures. In light of previous evidence emphasizing the importance of social relationships for balance in daily life [66], this appears noteworthy. It could be interpreted that this represents a potential omission in the included studies, or that a possible reason for not integrating the social dimension could be related to challenges in assessing it. Nevertheless, since social relationships are an essential part of human life [13], it seems important to consider social dimensions more strongly in both the design and evaluation phases in future research targeting occupational balance.
In addition, the diverse conceptualizations of occupational balance may explain the heterogeneity of the interventions. A need for a stringent definition of occupational balance to better distinguish it from other concepts has been identified in former research [6]. Occupational balance encompasses more than the dichotomous rationale as found in the work-life balance concept, describing the management of paid work and the rest of life [83]. The various components of occupational balance should accordingly be clearly reflected when designing interventions targeting occupational balance.
Effectiveness of interventions targeting occupational balance.
The results indicate that some interventions significantly increased occupational balance scores and improved activity levels, symptom severity, and psychosocial functioning, defined as the individuals’ psychological, social, and occupational performance [84]. However, due to wide variation in measurement instruments, study designs, and study quality, results should be interpreted with caution. For example, one study showed significant improvements in occupational balance from pre- to post-intervention but included a small sample size [69]. As another example, two studies that reported beneficial effects for the AOI intervention and the ballroom dancing intervention, were rated as low quality due to small sample sizes, significant dropout rates and the use of a non-validated outcome measure [34,70]. Deciding which measure to use to assess occupational balance seems to be difficult, as evidenced by the wide range of outcome measures across all 18 articles. Scholars have previously argued that measuring occupational balance is particularly challenging due to the complexity of the concept and its variety of definitions [6,85], compromising the comparability of studies.
Apart from statistically significant effects of the explored interventions, several studies reported clinically significant effects in terms of improvements in occupational balance, indicating their potential to enhance individuals’ overall health [34,56,65,57,86]. Clinically important long-term improvements in satisfaction with daily occupations, psychological symptoms of anxiety and depression, and health-related aspects were shown in TTM [55,56], while LGO demonstrated clinical utility in improving occupational balance and engagement for people with serious mental disorders. Initial positive data on the efficacy and clinical utility of the AOI intervention were obtained in the included pilot study [34]. As clinical significance refers to the extent to which an intervention makes a tangible and meaningful difference in the daily lives of patients or those with whom they interact [86,87], it is inarguable that not only the quantifiable changes in occupational balance measures are worth mentioning, but also subsequent benefits in other aspects of life. For example, improved occupational balance also reduced drug craving and enhanced leisure participation in individuals with substance use disorders [69]. In isolated patients, improved occupational balance led to better scores in mental health and quality of life [57]. Additionally, improved outcomes affected work ability in women with depression [67].
Gender and cultural dimensions of decreased occupational balance.
Experiencing an occupational imbalance can be seen as an overarching theme in the selection of included populations. Study participants in this review cannot be perceived as representative of the general adult population, as there are some noticeable trends. First, there is a clear predominance of female participants. Second, the average age of the participants(40–57 years) was within the working age range, lacking data on older populations. Third, it is noteworthy that 12 out of 18 studies focused on people with mental health problems. These findings go in line with a scoping review exploring current research on occupational balance [32], in which the authors point out that the predominance of female participants may also be related to the respective diagnoses defined as inclusion criteria. Especially the gender aspect requires further examination as it remains unclear if women experience or report occupational imbalance more often, or if chosen methods lead to selection or participation bias. Potential explanations for women’s imbalance could imply women’s tendency to have double workload and a more complex pattern of occupation then men [67]. For example, it is usually women who spend twice as much time as men on care work enabling health systems functionality when it comes to informal care of persons in need for assistance in their homes [88] or social systems functionality when thinking of childcare obligations [89]. This load can lead to serious health risks, such as anxiety, depression, loneliness and occupational imbalance [21,90–92].
It is important to note that all included studies were conducted in high-income countries only, with a majority being conducted in so called “western societies”. Considering the assumption that decreased occupational balance is a concern mainly the more privileged populations can think about [93,94], it is crucial to further examine whether cultural differences shape the conceptualization, measurement, and implementation of occupational balance interventions.
Implications for research and clinical practice.
The rapidly accelerating and changing everyday life due to digitalization, the experience of lock-down measures during the COVID-19 pandemic, as well as neoliberal political trends towards individual responsibility and privatization versus state involvement have put the concept of occupational balance under the spotlight. Hence, public health experts, policymakers and health scientists become increasingly aware of the negative effects of occupational imbalance, jeopardizing health and wellbeing [95–98]. Scholars agree that interventions addressing occupational balance may be promising from a public health perspective [13,34]. While some interventions followed a community-based approach, most of them have been explored in clinical in- or outpatient healthcare settings or were delivered by institutions outside the healthcare sector, e.g., universities. Future research should supplement existing interventions with more community-based, low-threshold services, or digital solutions. Expanding the scope to include more diverse and accessible formats will help increase their public health impact.
Furthermore, existing interventions primarily address occupational balance from an individual perspective. Since research has shown that state-driven policy measures can improve work-life balance [99], it can be assumed that they may also facilitate societal-level changes and help mitigate decreased occupational balance. Adjusted legislation for parents, individuals with chronic illnesses and informal caregivers, as well as barrier-free solutions for people with disabilities would enable individuals to experience greater balance and meaning in their everyday activities. To promote occupational balance among diverse population groups, the implementation of flexible working solutions, improved childcare services, tailored support for individuals on long-term sick leave, and customized support for informal carers appears promising.
Strengths and limitations.
The strengths of this review include adherence to the PRISMA guidelines, a registered protocol, consideration of the RE-AIM framework, and diligent appraisal of study quality. To our knowledge, this is the first review on interventions that address occupational balance in adults regardless of health status or setting. Some limitations of the review must be considered. Due to the chosen methodology, interventions studied using qualitative or mixed-method designs were not included in this review. Acknowledging the subjectiveness of the occupational balance concept as well as the fact that it may differ across cultures, age groups and populations is crucial. Future projects aiming to design occupational balance interventions may follow participatory research approaches and truly involve the population of interest throughout the design process. In fact, additional interventions promoting occupational balance were detected, which still need to be examined for their effectiveness with quantitative methods. Among the interventions discovered were Project Bien Estar [100], self-management occupational therapy program (SMOoTh) [101], educational workshop on time use [102], inpatient energy management education (IEME) [103], mindful based program [104], home modification intervention [105], psychological rehabilitation program [106], therapeutic gardening [33] and Daily Life Coping [107]. Given that these interventions demonstrate promising approaches and existing research may already incorporate the aforementioned participatory methods, further investigation is warranted. As the researchers expected a great heterogeneity of measurements and research designs, a meta-analysis procedure was considered as inappropriate, and a narrative synthesis approach was used. A more homogeneous use of measurement instruments would enable more comprehensive analyses.
Conclusions
Our systematic literature review demonstrated a wide range of interventions developed to enhance individuals’ occupational balance. The heterogeneity and diversity of reviewed interventions have been reflected in their scope and purpose, conceptualization of occupational balance, study designs, settings and target groups.
Several interventions have proven effective in improving occupational balance and secondary outcomes, potentially enhancing the health, well-being, and life satisfaction of adults. Occupational balance interventions can complement health approaches in a variety of settings, such as clinical environments, workplaces, schools, or community-based institutions. Implementing these interventions would enable occupational therapists to broaden their scope of action, complementing other professions and public health approaches.
There is still a need for more detailed evaluations of interventions promoting occupational balance. Future studies should employ controlled experimental designs to assess interventions in diverse populations and larger samples, target gender- or age-related differences, and provide high-quality evidence for effectiveness across various delivery modes and settings.
Supporting information
S4 Table. All studies identified in the literature search.
https://doi.org/10.1371/journal.pone.0325061.s004
(DOCX)
Acknowledgments
Thanks to Michael Schön (Duervation), who provided feedback to the manuscript’s first draft.
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