Supervision plans

The supervision plan, signed and kept current.

Objectives, competency areas, activities, evaluation methods and the schedule, signed by supervisor and supervisee, with the hours required built in.

Start free trial Request a demo
  • 30-day free trial
  • Always free for supervisees
app.guidara.io/supervisees
An active LMFT Clinical Supervision Plan in Guidara: the period, hours progress of 506 of 3,000, goals, version, objectives and competency areas

What a plan sets out

  • Period
  • Hours required
  • Objectives
  • Competency areas
  • Activities
  • Evaluation methods
  • Supervision schedule
  • Signatures

Building and signing a plan

One signed plan that sets the hours target and holds the supervisee's goals.

01 Build

Write down how supervision will work.

Set the period and the hours the supervisee needs, then the objectives, the competency areas, the activities you will use, how you will evaluate, and how often you meet. Its hours target is what approved hours count toward, and the supervisee's goals are linked to it.
  • The period and the hours required
  • Objectives, competency areas and activities
  • Evaluation methods and the meeting schedule
The sections of a supervision plan in Guidara: objectives, competency areas as tags, activities, evaluation methods, and a supervision schedule of weekly 60-minute meetings

02 Sign

Signed by supervisor and supervisee.

The supervisee reviews the plan and signs it, and you sign too. Both signatures sit on the plan with their dates. When supervision changes, amend the plan and sign the amendment the same way; the version you signed before stays on record.
  • Supervisor and supervisee signatures, with dates
  • Amendments are signed by both as well
  • Earlier signed versions stay on record
  • Export the plan as a PDF
The Signatures section of a supervision plan in Guidara: the supervisor's and supervisee's signatures, each with the date it was signed

03 Follow

Your supervisee sees the plan you see.

From the supervisee's side it reads "Review and sign your supervision plan". They see the period, hours progress, objectives and schedule exactly as you do, and can export the plan whenever they need a copy.
  • Hours progress against the plan's requirement
  • Goals attached to the plan
My Supervision Plan in Guidara from the supervisee's side, with Review and sign your supervision plan, the period, hours progress, goals and version

Keep the plan where supervision happens.

A signed plan for each supervisee, with their hours target and their goals.

Start free trial

30-day free trial. Always free for supervisees.

A closer look at the plan

The hours target, evaluation and schedule, and competency areas.

Hours required

The target the running total counts toward.

The hours the plan requires are the target shown on the plan, on the supervisee's dashboard and in the exported hours summary. Approved hours count toward it, broken down by type.

The Hours Progress card on a supervision plan in Guidara: 506 of 3,000, broken down into direct, indirect, individual supervision and group supervision

Evaluation and schedule

How you will evaluate, and how often you meet.

Evaluation methods in your own words, and a supervision schedule with a frequency and a meeting length. The schedule is written into the plan and printed on its PDF; meetings themselves are booked in the calendar.

Evaluation Methods and Supervision Schedule on a plan in Guidara: quarterly written competency review, direct observation, documentation review, and weekly 60-minute meetings

Competency areas

Competency areas and learning activities.

Competency areas are tags you choose. Activities are the concrete things supervision will consist of: case review, recorded meeting review, directed reading, group supervision.

Competency Areas as tags and the Activities list on a supervision plan in Guidara

Supervision plans for supervisees and supervisors

Know what supervision will ask of you.

Review the plan, sign it, and come back to it any time: the period, the hours required and how far you are, the objectives, the schedule. Export a copy when you need one.

  • Review and sign from your own side
  • Hours progress against the requirement
  • Export the plan as a PDF
My Supervision Plan in Guidara from the supervisee's side: the period, hours progress, goals, version, objectives and competency areas

How supervision plans are stored and protected

How Guidara protects your records
Signed by both
The plan and every amendment carry the supervisor's and the supervisee's signatures, with dates.
Verifiable exports
Exported supervision records carry a verification code that can be checked on Guidara's site.
No client health information
A plan sets out objectives, activities and a schedule. Guidara never stores your clients' records.
Secure by default
Encrypted in transit and at rest, on SOC 2 certified infrastructure.

Works with the rest of Guidara

All features

Questions about supervision plans

One signed plan, open to you and your supervisee.

Start from a template, or paste in the wording of the plan you use now.

Start free trial Request a demo

30-day free trial. Always free for supervisees.