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Record of Personal Assistant supervision meeting – form

Personal Assistant name:

Date:

 

Employer name:

 

 

 

Progress with work since last supervision meeting

Tasks / Job roles

 

Work completed

Next steps

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Achievements since last supervision meeting

 

 

 

 

 

 

 

Difficulties or problems since last meeting. Agreed actions to overcome them.

 

 

 

 

 

 

 

 

 

 

 

 

Progress with learning plans and any other matters agreed at annual review

 

Specific activities

 

 

How has this helped the Personal Assistant carry out tasks?

Has this been of benefit to the individual being supported?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Any other matters discussed

 

 

 

 

 

 

 

 

 

 

 

Signed (Personal Assistant)….…………………………………………

Signed (Employer) ………………………………………………………

 

 

Annual Review - suggested topics

 

Summarise achievements or difficulties over the year and how they have been addressed

 

Agreed changes and ways of working for the future

 

 

Further learning or training required