Associate hours · continuity · reviewed 28 August 2026
Supervisor change handoff
A closeout-and-restart checklist when one supervisor leaves and another begins.
Use the resource →Use before the last meeting with an outgoing supervisor and before claiming time under the next one.
This does not replace Board agreements, weekly logs, or experience-verification forms.
Recheck the source links before relying on an older saved copy. Entries stay in this open page. Copy or print the working copy before leaving.
Working resource
Make the invisible facts visible.
Review point 01
Set the last supported date
Identify the final date and work setting covered by the outgoing supervisor.
Review point 02
Reconcile unsigned weeks
List every open weekly record and resolve discrepancies while the relationship is active.
Review point 03
Request closeout documents
Use the current Board forms for your registration and keep copies of what was signed.
Review point 04
Verify the incoming supervisor
Check current license status and record the date of the lookup.
Review point 05
Create the new agreement calendar
Track the required agreement, assessment, and setting-specific steps from the new start date.
Review point 06
Mark the unsupported gap
Do not blur a period without qualifying supervision into either relationship.
Private working copy
Carry the review into your own next action.
Your entries remain only in this open page. They are not saved, uploaded, transmitted, or placed in the URL. Use a non-identifying reference—not a client name.
Your working copy
Controlling material
Read the authority, not merely the worksheet.
Educational information only; not legal, clinical, tax, billing, or regulatory advice. A resource cannot resolve facts it was not given or authority that changed after the review date.
