Free Supervisory Plan Form in PDF

Free Supervisory Plan Form in PDF

The Supervisory Plan form, as mandated by Title 16, California Code of Regulations Sections 1870.1 and 1822, is a critical document for those guiding associate clinical social workers and professional clinical counselor interns towards licensure in the State of California. It details the agreement between a registrant and a licensed supervisor, outlining the responsibilities and objectives of the clinical supervision to be provided. Individuals who are proceeding towards obtaining a license as a Clinical Social Worker or Professional Clinical Counselor must submit the completed and signed original plan to the board as part of their application for examination eligibility.

To ensure a thorough understanding and compliance with the requirements for clinical supervision in California, consider carefully filling out the Supervisory Plan form. For assistance and more information, click the button below.

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In California, mental health professionals on the path to licensure as a Clinical Social Worker or Professional Clinical Counselor, as well as those already licensed, must navigate the complex process of clinical supervision. This is where the Supervisory Plan form, governed by Title 16 of the California Code of Regulations Sections 1870.1 and 1822, becomes indispensable. It establishes a formal agreement between the associate clinical social workers, professional clinical counselor interns, and the licensed mental health professionals supervising them, as specified by the Business and Professions Code Section 4996.23(a) and 4999.12(h), along with CCR Section 1874. This form meticulously outlines the framework for supervision, ensuring both parties understand their responsibilities, objectives, and the overarching goals of their collaboration. The process requires the registrant to submit the originally signed document to the Board upon applying for examination eligibility, marking a critical step in the journey towards full licensure. It is designed to facilitate a structured and effective supervisory relationship, emphasizing ongoing assessment and the professional growth of the supervisee, while also upholding the legal and ethical standards set forth by the State of California.

Preview - Supervisory Plan Form

STATE OF CALIFORNIA - STATE AND CONSUMER SERVICES AGENCY

Governor Edmund G. Brown Jr.

BOARD OF BEHAVIORAL SCIENCES

 

1625 North Market Blvd., Suite S200, Sacramento, CA 95834

Telephone: (916) 574-7830 TTY: (800) 326-2297

www.bbs.ca.gov

SUPERVISORY PLAN

Title 16, California Code of Regulations (CCR) Sections 1870.1 and 1822 require all associate clinical social workers and professional clinical counselor interns and licensed mental health professionals acceptable to the Board as defined in Business and Professions Code Section 4996.23(a), 4999.12(h) ,and CCR Section 1874, who assume responsibility for providing supervision to those working toward a license as a Clinical Social Worker or Professional Clinical Counselor to complete and sign the following supervisory plan. The original signed plan shall be submitted by the registrant to the board upon application for examination eligibility.

REGISTRANT: (Please type or print clearly in ink.)

Legal name:

Last

First

Middle

Registration Number

Address:

Number and Street

City

Business Telephone

()

State

Zip Code

 

 

Residence Telephone

()

LICENSED SUPERVISOR: (Please type or print clearly in ink.)

Name:

Last

First

Middle

License No:

Expiration Date:

Employer Name:

 

Telephone Number:

 

 

(

)

 

 

 

 

Address:

Number and Street

 

City

State

Zip Code

Employment Setting:

 

 

a.

Private Practice

d.

Licensed Health Facility

a.

Governmental Entity

e.

Social Rehabilitation Facility/Community Treatment Facility

b.

Nonprofit and Charitable Corporation

f.

Pediatric Day Health and Respite Care Facility

c.

School, College, or University

g.

Licensed Alcoholism or Drug Abuse Recovery or Treatment Facility

 

 

h.

Community Mental Health Facility

Briefly describe the goals and objectives:

I certify that I understand the responsibilities regarding clinical supervision, including the supervisor’s responsibility to perform ongoing assessments of the supervisee, and I declare under penalty of perjury under the laws of the State of California that the information submitted on this form is true and correct.

Supervisor’s Signature

Date signed

 

 

Registrant’s Signature

Date signed

The original of this form must be submitted to the board upon application for examination eligibility.

37A-521 (Rev.3/10)

Document Specs

Fact Number Description
1 The Supervisory Plan form is required by the State of California for clinical social workers and professional clinical counselor interns.
2 The form is governed by Title 16, California Code of Regulations (CCR) Sections 1870.1 and 1822.
3 It is also shaped by the requirements outlined in the Business and Professions Code Section 4996.23(a) and 4999.12(h).
4 CCR Section 1874 provides specifics on who can be licensed mental health professionals acceptable as supervisors.
5 The supervisory plan must be completed and signed by both the supervisor and the registrant.
6 The original signed plan must be submitted to the board upon the registrant’s application for examination eligibility.
7 The form requires detailed information about both the registrant and the licensed supervisor including their names, addresses, and contact information.
8 Employment settings for the supervision can vary widely, from private practice to community mental health facilities.
9 Goals and objectives of the supervisory period must be described in the form.
10 The form includes a declaration under penalty of perjury under the laws of the State of California, emphasizing legal responsibility for the accuracy of the information provided.

Instructions on Writing Supervisory Plan

Filling out the Supervisory Plan form is a crucial step for associate clinical social workers, professional clinical counselor interns, and their supervisors in California. This step is mandated by the State of California and ensures that all parties understand their responsibilities and objectives during the supervisory period. The process involves reporting accurate information about both the registrant and the licensed supervisor, along with clearly defined goals for the period of supervision. To make this task easier and ensure accuracy, follow the outlined steps below carefully:

  1. Start by going to the Board of Behavioral Sciences website to download the most current version of the Supervisory Plan form or use the copy you have on hand.
  2. Print the form if you have not already done so, ensuring that you can type or write clearly in ink.
  3. Fill in the registrant’s section with the legal name (last, first, middle), registration number, and contact information including address, business telephone, and residence telephone.
  4. Next, complete the licensed supervisor's section. Include the supervisor's name (last, first, middle), license number, expiration date, employer's name, telephone number, and address. Also, specify the employment setting by checking the appropriate box that best describes the work environment.
  5. In the provided space, briefly describe the goals and objectives of the supervision. This should align with the requirements set forth by the Board and should be agreed upon by both the supervisor and the registrant.
  6. Both the registrant and the licensed supervisor need to sign the form, affirming that all the information provided is accurate and that they understand their supervisory responsibilities. Ensure that each party signs and dates the form in the designated space.
  7. Remember, the original signed form must be submitted by the registrant to the Board upon application for examination eligibility. Keep a copy of the completed form for your records.

Completing the Supervisory Plan form is more than a regulatory requirement; it's a declaration of a mutual commitment to professionalism and growth. By accurately documenting your supervisory agreement and objectives, you are laying the groundwork for a successful and productive supervisory period. Should you need further assistance or clarification, do not hesitate to contact the Board of Behavioral Sciences directly.

Understanding Supervisory Plan

What is the purpose of the Supervisory Plan form?

The Supervisory Plan form is a required document for associate clinical social workers and professional clinical counselor interns in the State of California. Its purpose is to formally document the agreement between these interns and their licensed supervisors, who are providing the necessary supervision as these individuals work towards licensure as Clinical Social Workers or Professional Clinical Counselors. The form outlines the responsibilities of each party and helps ensure that supervision meets the standards set by the Board of Behavioral Sciences, as outlined in the California Code of Regulations and the Business and Professions Code.

Who needs to complete the Supervisory Plan form?

This form must be completed by both the associate clinical social workers or professional clinical counselor interns (referred to as regi

Common mistakes

Filling out the Supervisory Plan form, which is a prerequisite for those pursuing licensure as a Clinical Social Worker or Professional Clinical Counselor in California, requires attention to detail and an understanding of the requirements set forth by the Board of Behavioral Sciences. However, individuals often make mistakes that can delay their progress towards licensure. By highlighting these common errors, the aim is to promote a smoother pathway for registrants to fulfill their professional goals.

One prevalent mistake is the failure to print or type clearly in ink. The instructions on the form are explicit about this requirement, yet many overlook the importance of legibility. This oversight can lead to misinterpretation of the submitted information, potentially delaying the processing of the application. Ensuring that all entries on the form are clear and easy to read is a simple but crucial step.

Another error involves incomplete or incorrect information. It's vital to double-check that all sections of the form are filled out accurately, including legal names, registration numbers, and contact details. Mistakes or omissions in these areas can lead to significant delays. Additionally, applicants must ensure that they provide the correct license number and expiration date for the licensed supervisor, as incorrect details here can invalidate the supervisory plan.

Overlooking the requirement to describe the goals and objectives of the supervision also stands out as a common error. This section is essential as it outlines the framework and expectations for the supervision process. A well-thought-out description not only meets the form’s requirements but also guides the supervisor-supervisee relationship, ensuring that the supervision is aligned with the Board's standards.

Many forget to verify the supervisor's eligibility before completing and signing the form. The supervisor must be a licensed mental health professional accepted by the Board, as defined in specific sections of the California Code of Regulations and the Business and Professions Code. Choosing a supervisor who does not meet these criteria can result in the rejection of the supervisory plan.

A crucial yet often overlooked step is failing to retain a copy of the signed form for personal records. This oversight can become problematic if the Board requires the registrant to resubmit the form or if there are discrepancies that need resolution. Keeping a copy ensures that the registrant has proof of submission and a reference in case of future queries or the need for verification.

Finally, submitting the original signed form to the board upon application for examination eligibility, as stipulated, is a step that some mistakenly bypass. The importance of this requirement cannot be overstated. The original document serves as a formal agreement between the supervisor and supervisee and is a critical component of the application process. Ensuring timely and correct submission is paramount to progressing towards licensure without unnecessary hindrances.

Documents used along the form

The Supervisory Plan form is a critical document in the professional development process of associate clinical social workers and professional clinical counselors in California. It establishes a formal agreement between the supervisor and the supervisee regarding the objectives, methods, and evaluation criteria of the supervisory relationship. However, to ensure a comprehensive understanding and adherence to professional standards, there are several other forms and documents often used alongside the Supervisory Plan. These documents provide additional structure and clarity to the responsibilities and expectations of both parties involved.

  • Professional Development Plan: This document outlines the supervisee's career goals, strengths, areas for development, and strategies for achieving their objectives. It typically includes specific milestones and timelines and is reviewed and updated regularly in consultation with the supervisor.
  • Supervision Contract: While the Supervisory Plan outlines the goals and objectives of the supervision, a Supervision Contract goes further by detailing the specific terms and conditions of the supervision arrangement. This may include the frequency and duration of meetings, confidentiality agreements, procedures for handling ethical issues, and the rights and responsibilities of each party.
  • Supervision Log: A Supervision Log is a record of all supervision sessions, including dates, times, and topics discussed. This document serves as proof of the supervisee's supervised experience hours and is essential for audit purposes and verification by the Board upon application for examination eligibility or license renewal.
  • Performance Evaluation Forms: Regular assessments of the supervisee's progress are crucial for effective supervision. Performance Evaluation Forms provide a structured way to document these assessments, offering both parties feedback on the supervisee's development, areas of improvement, and achievements. These evaluations can help guide future sessions and adjustments in the supervisory plan.

Each of these documents plays a vital role in supporting the supervisory process, ensuring both the supervisor and the supervisee have a clear, structured framework within which to work. Together with the Supervisory Plan, they contribute to a comprehensive approach to professional development, accountability, and compliance with regulatory standards. Utilizing these documents properly not only enhances the quality of supervision but also facilitates the professional growth of aspiring clinical social workers and professional clinical counselors, thereby fostering high standards of practice in the field of mental health.

Similar forms

The Supervisory Plan form shares similarities with a Professional Development Plan (PDP) found in various fields. Both documents are designed to outline specific goals, objectives, and pathways for achieving professional growth. The Supervisory Plan focuses on the necessary steps and supervision required for clinical social workers and counselors to obtain their license, whereas a PDP might outline broader career and skill development goals within an individual’s professional arena. Each plan includes clear directives about the roles and responsibilities of each party involved to ensure the intended progress is made in a structured and measurable way.

An Internship Agreement Form is another document that closely resembles the Supervisory Plan form. This agreement typically outlines the responsibilities of the intern, the supervisor, and sometimes the educational institution involved. Similar to the Supervisory Plan, it details the objectives, expectations, and obligations of all parties to ensure a beneficial and productive internship experience. Both documents serve as a contract to establish clear communication and set the groundwork for professional development and oversight.

Similarly, the Mentor-Mentee Agreement in mentorship programs parallels the Supervisory Plan form in its structure and purpose. These agreements usually lay down the expectations, roles, and goals for the mentorship period. Like the Supervisory Plan, they provide a framework for the mentor and mentee to work together effectively, setting specific objectives for the mentee’s growth and how it will be supported and measured by the mentor. The focus is on the development of the mentee, ensuring accountability and structured support throughout their learning process.

Continuing Education (CE) Plans also share elements with the Supervisory Plan form, especially in professions that require ongoing education for license renewal. Both documents emphasize the individual’s responsibility in planning and adhering to a structured approach to meet professional development requirements. While CE Plans typically focus on ensuring professionals stay current with advancements in their field through educational activities, the Supervisory Plan is more about direct, supervised clinical experience. However, both are essential for maintaining professional standards and competence.

Last but not least, the Performance Improvement Plan (PIP) is somewhat akin to the Supervisory Plan, albeit often used in a different context. PIPs are employed to identify areas of an employee’s performance that need improvement and to outline the steps necessary to achieve specific goals within a set timeframe. Similarly, the Supervisory Plan outlines the objectives and supervision required for interns to reach licensure, focusing on development and assessment. Both aim to guide the involved parties towards achieving a certain level of competency and performance through structured oversight and feedback.

Dos and Don'ts

When filling out the Supervisory Plan form for the State of California, there are specific guidelines that must be followed to ensure the process is completed correctly and effectively. Here are four things you should do and four things you should avoid.

What You Should Do:
  1. Ensure all information is typed or printed clearly in ink to avoid any miscommunication or delays in the processing of the form.

  2. Accurately fill out both the registrant and licensed supervisor sections, including legal names, license numbers, and expiration dates, to abide by the State of California's guidelines for professional conduct and record-keeping.

  3. Describe the goals and objectives of the supervisory arrangement with clarity and specificity. This helps in establishing a clear understanding between the supervisor and supervisee and sets a solid foundation for the supervisory relationship.

  4. Review the form thoroughly before submission, ensuring that all information is accurate and that both the supervisor and registrant have signed the form. This review serves as a final check to prevent potential issues or delays.

What You Shouldn't Do:
  • Do not leave any sections incomplete. Each section of the form provides critical information required by the Board of Behavioral Sciences and helps in maintaining accurate and comprehensive records.

  • Avoid using non-permanent writing materials, such as pencil, to fill out the form. This ensures that the form remains legible and enduring over time.

  • Do not forget to include the employment setting, as this information is crucial for understanding the context in which the supervision will occur and ensuring it meets the regulatory requirements.

  • Refrain from submitting the form without the required signatures. The lack of signatures could result in the rejection of the submission, as it signifies agreement and understanding of the responsibilities by both parties.

Misconceptions

Many individuals seeking to advance their careers in the field of mental health often face various hurdles, with administrative challenges being among the least discussed yet significant ones. Among these, the Supervisory Plan form, a vital requirement for clinical social workers and professional clinical counselors in California, is often surrounded by misconceptions that can create unnecessary confusion and stress. It's important to debunk these misconceptions to ensure a clear path forward for those navigating this stage of their professional journey.

  • Misconception 1: Any mental health professional can serve as a supervisor.

    This belief does not hold true. The Board of Behavioral Sciences in California has specific requirements about who can assume the responsibility of supervision. These individuals must be licensed mental health professionals that are deemed acceptable by the Board, as outlined in the Business and Professions Code Section 4996.23(a), 4999.12(h), and CCR Section 1874. Only those who meet these criteria are qualified to guide and supervise the clinical work of aspiring clinical social workers and professional clinical counselors.

  • Misconception 2: The Supervisory Plan is a formality that lacks substantial importance.

    Contrary to this belief, the Supervisory Plan is a crucial document. It outlines the goals, objectives, and framework for supervision, ensuring that both the supervisor and the supervisee are clear about their roles, responsibilities, and the expectations from the supervisory process. This plan is not only about compliance but is a cornerstone of professional development in the mental health field.

  • Misconception 3: The Supervisory Plan can be submitted at any time during the licensure process.

    Actually, there is a specified timeline for when this plan needs to be submitted. The original signed Supervisory Plan must be provided to the Board upon the registrant applying for examination eligibility. This prerequisite is strict and is designed to ensure that all candidates for licensure have undergone appropriate and regulated supervision as part of their training.

  • Misconception 4: Digital or typed signatures are acceptable for the Supervisory Plan.

    While many forms and applications have moved towards accepting digital signatures, the Supervisory Plan form clearly requires a handwritten signature under penalty of perjury, according to California law. This requirement underscores the seriousness and formal commitment of both the supervisor and the supervisee to the supervisory process.

It is paramount for every prospective clinical social worker and professional clinical counselor to understand these aspects of the Supervisory Plan. Misconceptions can derail even the most dedicated professionals from their path. Clearing these misunderstandings ensures streamlined progress towards licensure and reinforces the commitment to upholding high standards in the mental health profession.

Key takeaways

Filling out and utilizing the Supervisory Plan form is an essential step for associate clinical social workers and professional clinical counselor interns in California, as well as their supervisors. This document outlines some key takeaways to ensure compliance and understanding.

  • Accurate and Legible Information: It's imperative that both registrants and licensed supervisors fill out the form with clear and accurate information. This includes legal names, license numbers, and contact details. Clear handwriting or typed information ensures the Board of Behavioral Sciences can efficiently process and review the submission.
  • Understanding of Roles and Responsibilities: By signing the form, both the supervisor and the supervisee are acknowledging their understanding of the legal and ethical responsibilities entailed in the supervisory relationship. This includes ongoing assessments of the supervisee's clinical skills and competencies.
  • Goals and Objectives: The form requires a brief description of the goals and objectives of the supervisory plan. This section should highlight the developmental and educational outcomes anticipated from the supervisory process, offering a clear roadmap for the supervisee's growth.
  • Requirement for Examination Eligibility: Critical for registrants is the stipulation that the original, signed Supervisory Plan must be submitted to the board upon application for examination eligibility. This step is non-negotiable and underscores the Plan’s role in the credentialing process.
  • Verification Under Penalty of Perjury: Completing and signing the Supervisory Plan form is a declaration made under penalty of perjury under California law. This underscores the seriousness and legal importance of the information provided, ensuring that all parties approach the supervisory relationship with honesty and integrity.

Overall, the Supervisory Plan form serves as a foundational document that sets the stage for a structured and legally compliant supervisory relationship, guiding the professional development of those working towards licensure in clinical social work or professional clinical counseling in California.

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