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Staff Supervision & Appraisal Template

Free editable staff supervision template for UK adult social care

A free, editable staff supervision and appraisal template for UK care providers to record well-being, performance, development needs, objectives and agreed actions.

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Preview of Staff Supervision & Appraisal Template
Format:DOCX
Size:42 KB
Pages:9
Version:1.0
Updated:26 September 2026

What's included

  • Supervision meeting record
  • Staff well-being check-in
  • Review of previous actions
  • Performance & care quality discussion
  • Safeguarding & concerns
  • Training & development
  • Reflective practice
  • Objectives & action plan
  • Appraisal summary
  • Staff & supervisor sign-off

Benefits

Create consistent staff supervision records

Track agreed actions and development objectives

Record staff well-being and workplace concerns

Identify training and competency needs

Support evidence of ongoing staff development

Keep supervision records structured and easy to review

Fully editable for your organisation

About this staff supervision template

Effective staff supervision gives care workers and managers dedicated time to discuss performance, well-being, professional development and any concerns arising from their role.

The Carionex Staff Supervision & Appraisal Template provides a structured record for documenting these conversations and the actions agreed during supervision.

Designed for UK adult social care providers, the editable template can be adapted to your organisation's supervision policy, roles and internal processes.

Supporting consistent staff supervision

Maintaining clear supervision records can help managers demonstrate how staff are supported, how development needs are identified and how agreed actions are followed up.

The template provides space to review previous actions, discuss care quality and performance, identify training requirements, record safeguarding or workplace concerns and agree objectives for the next supervision period.

How to use the template

Download the editable Word document and customise it with your organisation's details.

Complete the relevant sections during or shortly after the supervision meeting. Agree actions with the staff member, assign responsibilities and target dates, and ensure both parties complete the sign-off section.

Completed supervision records should be stored securely and handled in accordance with your organisation's data protection, confidentiality and record-retention procedures.

Make supervision easier with Carionex

Carionex helps care providers manage more than individual supervision documents. Staff records, training, compliance, care delivery and workforce management can be managed through one connected care management platform.

If you're looking to reduce administrative work and improve oversight across your organisation, book a Carionex demo to see how the platform works.

Frequently asked questions

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