Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Select type of session (select all that apply). Answer remaining question based on session-type.
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Observation
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Assessment
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Program Review
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Meeting
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Number of types selected:
General Client Programming
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Program Observed:
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Understands purpose of program
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Program is individualized
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Materials used/provided are relevant
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Next steps have been identified
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Program Observed:
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Understand purpose of program
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Program is individualized
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Materials are relevant
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Next steps have been identified
Client Programming Info
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Delivery of client program info:
- Uses basic language
- Is clear and concise
- Provides sufficient detail
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Answers staff questions
- Provides time for staff to ask questions
- Listens to staff questions
- Answers staff questions
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Openness to feedback from staff
- Gives staff opportunity to provide feedback
- Listens to staff feedback
- Provides rationale for accepting feedback
- Provides rationale for not accepting suggestion made
Staff Feedback
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Delivers feedback that is:
- Clear
- Specific
- Offers solutions
- Provides training
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Select all solutions or training opportunities provided:
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Provides description of skill(s)
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Models required skill(s)
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Allows practice w/feedback
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Assigns activity
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Schedules follow-up
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Provides resource(s)
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Communication Style
- Uses appropriate tone
- Balances negative & positive
- Allows time for staff to respond
Data & Notes
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Notes were completed during session
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Notes were clear and easy to read
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Notes focused on topics selected/discussed during session
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Notes provided specific tasks
Acknowledgement
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We have reviewed the results of the assessment.
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Assesor
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Assessed Staff