Supervisor readiness checklist template

Use this checklist as a monthly self-review, or with your manager when you first take on a team. Tick each of the 13 routines you already do and mark the ones you need to build.

1. Work: weekly priorities and clear delegation.
2. People: monthly feedback, development follow-up, conduct notes and grievance responses.
3. Money: unit spending against budget.
4. Safety and quality: area walks, hazard reports, defect records and corrective actions.
5. Records: controlled access to team documents.

For a scored result, take the free supervisor readiness check.

Pick one or two gaps at a time and turn each into a weekly habit, rather than fixing everything at once.

• Planning and delegation gaps: read the delegation guide for new supervisors.
• Discipline gaps: agree with HR when you must involve them, before any formal step.
• Recurring problems: use root cause analysis and log each corrective action with an owner and due date.

Supervisory Work Planning, Delegation & Team Coordination goes deeper into planning and delegation, and Team Coaching & Development for Supervisors covers feedback and coaching. These sit within the seven core courses of the Certified Supervisor certification, which also covers discipline, budgets, problem solving, safety and quality, and document control.