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Supervision Visit Plan
What is it?
A Supervision Visit Plan is a list of the activities that you will
observe and all the information you will collect during a supervisory visit.
Who uses it?
The manager, or members of the management team.
Why use it?
An effective and thorough supervisory visit requires planning. Because
your time is limited, it is impossible to supervise everything all the time. The key to effective supervision is to supervise selectively. This means that you need to identify critical activities to supervise routinely, and other activities to supervise less often.
When to use it?
Always create a Supervision Visit Plan before you conduct a supervisory
visit.
How to use it:
Before you leave on a supervisory visit, determine all the activities you will observe and all the information you will collect during the supervisory session.
Your plan should cover:
- Core tasks: Activities that are so important that they should
be observed during every supervisory session. To select core tasks, ask the following questions:
- Which tasks are indispensable for success?
- Which tasks are new?
- Which tasks are the most difficult for the staff?
- Which set of tasks will give the best picture of the overall quality of services and interactions with the clients?
- Which services and staff members cause the most complaints?
- Selected tasks: Important activities that are covered less
frequently or on a rotating basis.
- Program support activities: Activities that you must perform
during each visit, such as replenishment of supplies, checking records, collecting information, and delivering paychecks. Include a list of the forms, supplies, official announcements, and notebooks that you will need to take with you on every visit.
- Supervision guide: You also need to develop a supervision guide to help you during your supervisory visit. The guide is a list of questions to be answered during your supervisory visit, and a list of indicators to use while observing service delivery.
Example:
Here is an example of a Supervision Visit Plan Form that you can print out and use.
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