Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select type of session (select all that apply). Answer remaining question based on session-type.

  • Observation

  • Assessment

  • Program Review

  • Meeting

  • Number of types selected:

General Client Programming

  • Number of Programs Observed (this is maxed at 5, as no more than this number should be targeted by in any specific session. Assess a max of 2 programs).

  • Program Observed:

  • Understands purpose of program

  • Program is individualized

  • Materials used/provided are relevant

  • Next steps have been identified

  • Program Observed:

  • Understand purpose of program

  • Program is individualized

  • Materials are relevant

  • Next steps have been identified

Client Programming Info

  • Delivery of client program info:

  • Answers staff questions

  • Openness to feedback from staff

Staff Feedback

  • Delivers feedback that is:

  • Select all solutions or training opportunities provided:

  • Provides description of skill(s)

  • Models required skill(s)

  • Allows practice w/feedback

  • Assigns activity

  • Schedules follow-up

  • Provides resource(s)

  • Communication Style

Data & Notes

  • Notes were completed during session

  • Notes were clear and easy to read

  • Notes focused on topics selected/discussed during session

  • Notes provided specific tasks

Acknowledgement

  • We have reviewed the results of the assessment.

  • Assesor

  • Assessed Staff

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