Clinical Supervision Guides›Free Supervision Toolkit›Supervisee Evaluation Form
Last updated: November 4, 2026
A supervisee evaluation form is the written assessment a clinical supervisor completes of a supervisee's work: ratings across areas of practice, the evidence behind them, a narrative of strengths and limitations and goals for the next period. The template below has two parts. Form A is the yearly and end-of-supervision assessment of strengths and limitations that California requires. Form B asks the supervisee for feedback on supervision. An example of the narrative follows.
Both forms are part of the Sentio MFT program's free clinical supervision toolkit.
This is an optional aid from the Sentio MFT program's clinical supervision toolkit. This is not a BBS form.
Form A. Assessment of strengths and limitations
| Item | What to record |
|---|---|
| Supervisee; supervisor; period covered | |
| Type | Yearly / End of supervision |
| Sources of information | Session notes / Records reviewed / Recordings / Live observation / Case presentations / Other: |
Rating scale: 1, needs close direction; 2, developing; 3, competent with routine supervision; 4, advanced for this stage; NO, not observed.
| Area | Rating | Evidence and comments |
|---|---|---|
| Assessment and diagnosis | ||
| Case conceptualization | ||
| Treatment planning | ||
| Core therapeutic skills | ||
| Work with couples, families and children | ||
| Risk assessment and crisis response | ||
| Law, ethics and documentation | ||
| Cultural responsiveness | ||
| Use of supervision and self-awareness | ||
| Professional conduct |
| Narrative | What to record |
|---|---|
| Strengths | |
| Limitations and areas for growth | |
| Progress on the supervisory plan goals | |
| Goals for the next period | |
| Supervisee's comments | |
| Signatures and dates | Supervisor; supervisee |
| Copy given to the supervisee on |
Form B. Supervisee feedback on supervision (can be completed anonymously in group settings)
| Statement | 1 (rarely) to 5 (consistently) |
|---|---|
| Feedback in supervision is clear and specific. | |
| We practice skills, not only discuss cases. | |
| Recordings or observation are reviewed regularly. | |
| I can raise mistakes and reactions safely. | |
| Supervision helps my work with clients. | |
| I can reach my supervisor, or the alternate, in an emergency. |
| Question | Answer |
|---|---|
| What helps most? | |
| What should change? | |
| One thing to focus on next quarter |
How Do You Write the Strengths and Limitations Narrative?
Ratings say where the supervisee stands; the narrative says why, with the evidence. Write each strength and each limitation as a behavior you saw, name where you saw it, and tie the limitation to a goal for the next period. An invented example for a first-year associate:
| Narrative | Example entry |
|---|---|
| Strengths | Builds rapport quickly; in four of the five recordings reviewed this year, clients described the work as helpful on the agency's session rating scale. Brings a clear question and a recording to supervision every week. |
| Limitations and areas for growth | In conjoint sessions, lets escalating exchanges run for several minutes before intervening (recordings from March, June and August). Treatment plans for three of eight new clients lacked measurable goals at the 30-day review. |
| Progress on the supervisory plan goals | Goal 1 (intake assessment) met. Goal 3 (conjoint escalation) partly met: interrupts escalation in rehearsal, not yet consistently in session. Goal 5 (risk) met. |
| Goals for the next period | Interrupt escalation within the first exchange in recorded conjoint sessions; every new treatment plan with two measurable goals by day 30. |
If the assessment shows a limitation that puts clients at risk or is not improving with ordinary feedback, it needs more than a goal for next year. Our guide to evaluating supervisees and remediation covers the steps and a remediation plan template.
What Does California Require in a Supervisee Evaluation?
A supervisor of marriage and family therapist trainees and associates must assess the supervisee's ongoing strengths and limitations at least once a year and at the completion or termination of supervision, and must give the supervisee a copy of every assessment (16 CCR 1833.1(a)(9)). The Board supplies no form and sets no rating scale, so the content is the supervisor's to choose. Form A covers the requirement. Form B is not required; it asks the supervisee how supervision is working, which is the quickest way to find out.
Base the ratings on what you have seen. California's definition of supervision names reviewing the supervisee's progress notes, process notes and treatment records, and directly observing the supervisee's work or reviewing recordings with the client's written consent (BPC 4980.43.1(b)); case presentations and your own session notes add to that evidence. The CAMFT code of ethics also asks supervisors to provide periodic performance appraisals and evaluative feedback (7.10). Keep each assessment with your supervision records, and give the final one when you sign the Experience Verification. Our Clinical Supervision Guides cover gatekeeping and the supervisor's legal exposure.
Keep reading
Evaluating Supervisees and Handling Remediation, what to do when the assessment shows a serious problem
Clinical Supervision Goals: Examples and a Worksheet, the plan the assessment reports progress on
Clinical Supervision Notes Template, the weekly notes that supply the evidence
Ethics and Liability in Clinical Supervision, gatekeeping and the supervisor's duties
Frequently Asked Questions
How often must a California supervisor evaluate a supervisee?
At least once a year and at the completion or termination of supervision, with a copy of each assessment given to the supervisee (16 CCR 1833.1(a)(9)).
Is there a BBS supervisee evaluation form?
No. The Board requires the assessment of strengths and limitations but supplies no form or rating scale.
What should a supervisee evaluation include?
The period covered, the sources of information, ratings in each area of practice with the evidence for them, a narrative of strengths and limitations, progress on the supervisory plan goals, goals for the next period, the supervisee's comments and both signatures.
Should supervisees evaluate their supervisor?
No rule requires it, but a short feedback form, completed anonymously in a group, shows whether feedback is clear, whether skills are practiced and whether the supervisee can raise mistakes safely.
References
Cal. Code Regs. tit. 16, § 1833.1. https://govt.westlaw.com/calregs/Document/I018363124C8211EC89E5000D3A7C4BC3
California Business and Professions Code § 4980.43.1. https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=BPC§ionNum=4980.43.1
California Association of Marriage and Family Therapists. (2025). CAMFT code of ethics (effective December 6, 2025). https://www.camft.org/ethicscode
American Psychological Association. (2025). Guidelines for clinical supervision in health service psychology. https://www.apa.org/about/policy/guidelines-supervision.pdf
