Staff Only

Quarterly Supervision

Quarterly supervision and performance review meeting. Please complete all sections honestly and thoroughly.

Previous Action Points

Review and record the action points agreed at the last supervision before starting this one.

Action points from the previous supervision

List the action points that were agreed at the last supervision meeting. These will be reviewed with the staff member at the start of this session and their progress will be captured in the self-assessment section below.

If this is the first supervision or there were no previous action points, write "No previous action points" or leave blank.

Meeting Details

Staff Name *

Meeting Held By *

Date *

Time

Staff Self-Assessment

What is your biggest achievement since your last supervision?

Is there anything you are struggling with, or have issues with?

What are your goals and ambitions to achieve before your next supervision?

What learning and development have you accomplished?

What are you most proud of?

How is your health and welfare?

If any areas of improvement were raised at your last meeting, what progress have you made with these?

Could MoralCare improve on anything?

Manager Performance Assessment

Prefill before the meeting

Points highlighted / Action needed raised on Self-Assessment

Review the staff member's self-assessment answers above and note any points that need action, discussion or follow-up.

Prefill before the meeting

Response and Communication

Assess how the staff member communicates and responds - to the office, to families, to colleagues and to service users.

Prefill before the meeting

Training Review

Review the staff member's training record. Check for any outstanding mandatory training, upcoming refreshers, or development opportunities.

Prefill before the meeting

Absences & Bradford Score

Look up the staff member's absence record and Bradford Score before the meeting so you can discuss it with them.

Number of Absences

Bradford Score

Prefill before the meeting

Duration / Call Monitoring Results

Review the staff member's call monitoring data (punctuality, visit durations, clock-in/out times) before the meeting so you can discuss any patterns.

Prefill before the meeting

Note Quality

Review a sample of the staff member's care notes on Nourish before the meeting. Assess whether notes are detailed, person-centred, timely, and include food/fluid intake, emotional state, concerns and escalation evidence.

Prefill before the meeting

Good Feedback Received

Check for any compliments, positive feedback or above-and-beyond moments recorded for this staff member before the meeting so you can recognise them.

Prefill before the meeting

Complaints Received

Check for any complaints or concerns raised about this staff member before the meeting so you can discuss them.

Prefill before the meeting

Teamwork & Lone Working Abilities

Assess the staff member's ability to work as part of a team and independently. Consider how they collaborate with colleagues, cover for others, and manage their workload when working alone.

Prefill before the meeting

What is the staff member doing well?

Highlight the staff member's strengths and positive contributions. Be specific with examples where possible.

Prefill before the meeting

What could be improved?

Identify areas where the staff member could develop or improve. Be constructive and specific.

Prefill before the meeting

Does the staff member have anything else to raise, address, or query?

Give the staff member an opportunity to raise any additional points, concerns or questions.

Action Plan

Agreed actions to be completed before the next supervision.

Action points agreed in this supervision

List the specific, measurable actions agreed between the manager and staff member. These will be reviewed at the next supervision. Be clear about what needs to be done and by when.

Reminder: Email the staff member after this supervision

Once submitted, please send the staff member an email containing:

-A thank you for attending their supervision and for their hard work
-A copy of the action points agreed above so they have them in writing
-A reminder of when their next supervision is due

This form will be sent to the office and saved to the staff member's supervision record.