Two printable documents for people management — a supervision meeting record for one-to-one check-ins, and a training matrix to track mandatory and ongoing training across your team.
Manager use only
Keep completed supervision notes and training records in confidential staff files alongside induction and probation documents.
Related packs for onboarding, reviews, and compliance.
No login required — download, use in supervision meetings, and keep records up to date.
Use the supervision record for scheduled one-to-ones. Use the training matrix to map who has completed which training and what is due next.
Record discussion points, agreed actions, and follow-up dates. Update the matrix when staff complete courses, refreshers, or mandatory training.
Store signed supervision notes and the live training matrix in your centre’s staff files — ready for audit or inspection if required.
Structured notes for one-to-one supervision — discussion, actions, and sign-off.
PDF · 1 document
Track mandatory and ongoing training across your team — who is up to date and what is due.
PDF · 1 document
Use this pack alongside induction checklists and probation reviews for a complete people-management folder.