Employee Supervision Plan
Created by
Andrew Kelly
Specialty
Healthcare Service Manager
Last edited
10/20/2026
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0 times
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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.