Course information

Date: 4/28/25 @ 8:45am-4pm (EST) Cost: $150 Instructor: Tatia Williams, PsyD, LPCC-S, Psychologist

CE Credit Hours: 6 (supervision)

Program Description:

This training will focus on management and administration in supervision, which often includes organizational processes and procedures for record keeping, reporting, monitoring of supervisee's cases, collaboration, research, evaluation, Ohio Law, and professional standards. Additionally, this training addresses organizational methods of performance appraisal (aka evaluations or reviews). Appraisals are critical to the supervisee’s development; these tools provide feedback to the supervisee by identifying strengths and weaknesses and develop a plan for improvement. This training will explore the roles and responsibilities of supervisors and supervisees as well as summative and formative evaluation processes to assist mental health clinicians with developing the skills they need for successful supervision of other mental health professionals.

Goal:

• To strengthen supervisors' competencies in the management, administrative, and evaluative aspects of clinical supervision, ensuring ethical, effective, and compliant practices across employee oversight and development.

Objectives:

• Define key supervisory roles and responsibilities.
• Summarize key employment policies and processes relevant to supervision.
• Explain how professional standards guide supervision.
• Identify essential administrative tasks and responsibilities for supervisors.
• Outline standards for reviewing clinical documentation.
• Demonstrate how to provide timely and growth-focused formative feedback.
• Conduct effective formal performance reviews that balance feedback and goal setting.
• Identify strategies to manage supervisory stress and prevent burnout.

Workshop Outline:

8:45 AM – 9:00 AM | Welcome and Overview

• Self-reflection
• Supervisory purpose and promise

9:00 AM – 9:45 AM | Roles and Responsibilities of Supervisors

• Distinguishing between supervisor, manager, administrator, director, and leader
• Roles/Functions of clinical supervisors
• Leading, coaching, and managing approaches 
• How to be a better leader

9:45 AM – 10:30 AM | Employment Policies, Procedures, and Processes

• Defining policies vs procedures
• Accrediting bodies that contribute to P&P
• Importance of properly classifying employees
• Other entities that guide P&P
• Standard personnel P&Ps

10:30 AM – 10:45 AM | Break 1 (15 minutes)

10:45 AM – 11:30 AM | Professional Policies, Procedures, and Processes

• P&P governed by discipline and licensure type
• Case assignment
• caseload capacity monitoring
• Inviting diversity discussion into supervision
• Supervision for hire
• Other common clinical-administrative role dilemmas
• Documentation of supervision
• Supervisory capacity
• Verification of training hours

11:30 AM – 12:15 PM | Administrative Policies, Procedures, and Processes

• Onboarding
• Timesheet duties
• Approving leave requests
• Offboarding
• Termination/Separation
• Employee references

12:15 PM – 1:00 PM | Lunch Break (45 minutes)

1:00 PM – 1:45 PM | Corrective Measures and Disciplinary Action

• When to discipline
• Types of discipline
• Corrective measure how to
• Difficult dilemmas

1:45 PM – 2:30 PM | Clinical Documentation Expectations

• Reviewing documentation
• Documentation feedback
• When signature/co-signing is required vs helpful

2:30 PM – 2:45 PM | Break 2 (15 minutes)

2:45 PM – 3:15 PM | Informal Formative Feedback

• Formative vs summative overview
• Ground rules for formative feedback; SBI method
• Engaged feedback checklist
• BEER Method and alternatives
• Role play for practice

3:15 PM – 3:45 PM | Formal Summative Feedback and Performance Reviews

• Defining performance
• Powering performance
• Performance review requirements
• What impacts the validity of an evaluation?
• Approaches to performance evaluations
• Creating a performance review tool
• The golden thread of performance reviews
• Completing the performance review tool
• Goal setting (SMART & WOOP)
• Discussing and reviewing the performance review
• Performance execution responsibilities
• Common mistakes and problems with performance reviews
• Avoiding cliches and turning into helpful statements
• Data sources for performance reviews
• Good questions for performance review conversations and performance review checklist

3:45 PM – 4:00 PM | Self-Care for Supervisors and Closing

• Supervisor self-care practices to prevent burnout
• Closing remarks, quiz, and evaluation

Level: Intermediate

Mid-Ohio Psychological Services, Inc. has been approved as a CE provider by the Ohio Psychological Association (#311358292), the Ohio Counselor, Social Worker, and Marriage & Family Therapist Board (RCS060502), and as a NBCC ACEP^TM No. 7265.