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    Employee Supervision Plan

    Created by

    Andrew Kelly

    Specialty

    Healthcare Service Manager

    Last edited

    10/20/2026

    Uses

    0 times

    Tags

    Healthcare Service Manager

    About this template

    A structured template for supervising healthcare employees, covering responsibilities, SMART performance goals, development needs, support arrangements, evaluation criteria, challenges, and review timelines. It also records employee input and the commitments of both parties.

    Preview template

    Employee Supervision Plan

    Employee Name: Dr Liam Chen

    Position/Title: General Practice Registrar (GPT1)

    Supervisor: Dr Sarah Jenkins, FRACGP

    Department: Clinical Services – Bayside Family Medical Centre

    Date: 03/02/2025

    Review Period: 03/02/2025 to 01/08/2025 (26 weeks)

    Roles and Responsibilities

    Describe the employee’s main duties and areas of accountability so that the expectations of the role are clear.

    Primary Responsibilities

    • Conduct independent patient consultations across acute and chronic presentations (15-min standard appointments).
    • Formulate safe diagnostic and management plans, escalating high-risk cases per the RACGP call-for-help list.
    • Manage daily clinical inbox: pathology, radiology, and specialist correspondence within 24 hours.
    • Maintain accurate, contemporaneous medical records in Best Practice software, including Medicare (MBS) billing compliance.

    Secondary Responsibilities

    • Participate in the clinic's Saturday morning roster (1 in 4 weeks, 08:30 to 12:30).
    • Attend monthly multidisciplinary clinic meetings and morbidity/mortality (M&M) reviews.
    • Assist Practice Nurses with immunisation catch-up schedules and chronic disease management plans (GPMP/TCA).

    Performance Goals

    Set goals that are specific, measurable, achievable, relevant, and time-bound (SMART), including objectives for development, job performance, or contribution to the team.

    Short-Term Goals (1–3 Months)

    Complete local clinic orientation, cold-chain audit, and EMR billing training by 28/02/2025.

    Improve consultation time management to finish within 30 minutes of scheduled session end times by 30/04/2025.

    Long-Term Goals (6–12 Months)

    Independently perform 15 minor skin excisions and 5 Implanon NXT® (etonogestrel 68 mg implant) insertions/removals under direct/indirect supervision by 01/08/2025.

    Lead a clinical audit on HbA1c screening and SGLT2 inhibitor prescribing in T2DM patients, presenting findings to the practice team by 18/07/2025.

    Development and Training Needs

    Identify skill gaps and specify how they will be addressed through training or other professional development.

    Training Programs

    Complete RACGP Dermoscopy Foundations online module and accredited Implanon NXT® simulation training by 31/03/2025.

    Mentoring or Coaching

    Weekly 60-minute structured clinical tutorials (Tuesday 13:00 to 14:00) with Dr Sarah Jenkins, focusing on random case analysis (RCA) and complex pharmacotherapy.

    Skill Development

    Dermatological procedural skills (elliptical excision, punch biopsy), WorkCover certification management, and paediatric mental health assessment.

    Supervision and Support Structure

    Explain how the supervisor will assist the employee with meeting goals and carrying out their responsibilities.

    Check-in Meetings

    Frequency: Weekly formal tutorials; daily ad-hoc debriefs at the end of morning sessions (12:30).

    Purpose: Review complex cases, audit pathology actioning, monitor registrar wellbeing, and sign off on procedural logbooks.

    Feedback Process

    Prompt feedback on tasks or projects via real-time parallel consulting and direct observation of procedural work.

    Scheduled formal performance reviews (e.g., quarterly or annually) aligned with RACGP mid-term and end-of-term workplace-based assessment (WBA) milestones.

    Resources Provided

    Access to eTG (Therapeutic Guidelines), AMH (Australian Medicines Handbook), DermEngine® dermatoscope, and 60 minutes per week of protected paid teaching time.

    Performance Metrics and Evaluation

    Specify the standards used to assess performance and the outcomes expected.

    Key Performance Indicators (KPIs)

    • 100% completion of clinical notes and MBS item allocation on the same calendar day.
    • Zero unactioned urgent pathology/imaging results older than 24 hours.
    • Satisfactory completion of 4 Mini-Clinical Evaluation Exercises (Mini-CEX) per term.

    Evaluation Process

    Review progress midway through the period and revise goals when needed

    Conduct a performance review at the end of the period

    Challenges and Risk Mitigation

    Identify likely obstacles and describe how the supervisor will help the employee address them.

    Challenges

    Transitioning from hospital-based medicine to high-turnover, undifferentiated primary care presentations, risking consultation overruns and clinician fatigue.

    Mitigation Strategies

    Implement catch-up slots (15 minutes blocked every 4th patient) for the first 6 weeks; maintain an open-door policy with the on-site duty supervisor for immediate corridor consults.

    Employee Feedback and Involvement

    Invite the employee to contribute to the supervision plan and identify personal development objectives.

    Employee’s Input

    Dr Chen expressed low confidence in managing complex geriatric polypharmacy and interpreting subtle dermatoscopic lesions. He requested early exposure to procedural lists.

    Action Steps

    Allocate Dr Chen to co-consult in Dr Jenkins' dedicated Thursday afternoon skin clinic (14:00 to 17:00) starting 13/02/2025; dedicate two March tutorials to deprescribing and Home Medicines Reviews (HMR).

    Timeline and Review

    Set dates for achieving goals and conducting performance reviews.

    Start Date: 03/02/2025

    End Date: 01/08/2025

    Mid-term Review Date: 02/05/2025

    Final Review Date: 25/07/2025

    Signatures

    By signing below, the employee and supervisor confirm their agreement with this supervision plan and their commitment to working together toward its goals.

    Employee Signature: L. Chen

    Supervisor Signature: S. Jenkins

    Date: 03/02/2025

    How to use this template

    This template can be used to assist with various tasks in the medical field. You can use it to generate notes, manage patient information, or assist with diagnosis and the Assessment and Plan. To use this template, simply click the “Use Template” button above. If you have any questions or need assistance, feel free to reach out to the support team or refer to the description and example output provided above.

    Tags

    Healthcare Service Manager