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Staff Supervision Form Template

Enhance Employee Oversight with Our Supervision Template

Managing employee performance can be a challenge, especially when you want to ensure everyone meets expectations. This staff supervision form template is designed to simplify your oversight process and help you achieve better results. With features that allow you to customize evaluation criteria, track progress, and provide actionable feedback, you can foster growth and accountability among your team members. It's perfect for regular check-ins, performance reviews, and compliance documentation, making your job easier. Explore how this live template can streamline your supervision efforts.

Employee full name
Supervisor full name
Session date
Session type
1:1 supervision
Probation review
Return-to-work
Performance review
Case/caseload supervision
Informal check-in
Other
Please Specify:
How easy is your current workload to manage?
Very difficult
Difficult
Somewhat difficult
Neither easy nor difficult
Somewhat easy
Easy
Very easy
I am clear on my current priorities
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
What, if any, blockers are affecting progress?
Conflicting priorities
Resource constraints
Systems or tools issues
Dependency on other teams
Skills or knowledge gaps
Personal wellbeing
None
Other
Please Specify:
If yes, provide details
Are there any risks or issues that need escalation?
Yes
No
Key achievements since the last session
Challenges or issues encountered
Progress toward objectives since the last supervision
Poor
Fair
Good
Very good
Excellent
I feel supported to do my job well
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
If yes, provide details or actions needed
Do you have any health, safety, or safeguarding concerns to discuss?
Yes
No
Progress on your development plan
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
Next goals or focus areas before the next session
Training or support requested
Role-specific training
Compliance or mandatory training
Leadership or management
Technical or tools
Communication or presentation
Time management or productivity
Wellbeing or resilience
None right now
Other
Please Specify:
Agreed action items and owners
Target follow-up date
Supervisor summary and notes
Employee typed signature (full name)
Date signed by employee
Supervisor typed signature (full name)
Date signed by supervisor
This record accurately reflects our discussion
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
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Paper art illustration related to staff supervision form template and FormCreatorAI.

When to use this form

Use this template when you run 1:1 check-ins, probation reviews, or performance improvement plans. It helps you capture goals, feedback, and next steps, so you keep a reliable record and follow through. Team leads and HR benefit from consistent documentation, while employees get clear expectations and support. To add structured peer input, pair it with the Employee peer review form. If you also want to review manager effectiveness alongside staff progress, include a Supervisor evaluation form. For skills checks or scoring rubrics, attach an Assessment form. The result is a focused conversation and a documented plan you can revisit at the next meeting.

Must Ask Staff Supervision Questions

  1. What are your employee's top 1-3 goals for the next review period?

    This clarifies priorities and sets measurable targets. It aligns expectations so you can track progress and unblock work.

  2. What specific results or examples show their progress since the last check-in?

    Evidence-based feedback reduces bias and keeps the discussion practical. Concrete examples lead to fair ratings and better decisions.

  3. Where does your employee need coaching, tools, or training to succeed?

    This reveals support needs you can address with resources or training. It turns criticism into a development plan.

  4. How is their work impacting team outcomes, customers, or compliance?

    Connecting tasks to outcomes shows what matters most. It also highlights risks or cross-team dependencies you must manage.

  5. What actions, owners, and due dates will you agree on before the next meeting?

    Clear commitments drive accountability after the meeting. Dates and owners make follow-up timely and visible.

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