ATI LEADERSHIP AND MANAGEMENT
HEALTHCARE DELEGATION AND
SUPERVISION STUDY GUIDE 2026
◉ What is the nurse's role in quality improvement?
Answer: - Serve as a unit representative on committees that develop
policies/procedures
- Enhance understanding/adherence to facility policies
- Provide client care consistent with facility policies
- Participate in the collection of information r/t staff adherence to a
selected policy or procedure
- Assist with analysis of data
- Compare results with established benchmark
- Assist with provision of education to improve staff performance
◉ What is performance appraisal?
Answer: A performance appraisal is the process by which a superior
evaluates an employee's performance in relation to the job
description for that employees position.
Performed at regular intervals.
,Performance appraisals allow the nurse the opportunity to discuss
personal goals with unit manager as well as to receive feedback r/t
level of performance.
◉ What makes a quality performance appraisal?
Answer: - A formal system should be used for an appraisal (based on
various scales, should reflect hiring agency policies)
- Data for the appraisal should be collected over time, not
representative of one single event
- Use of anecdotal notes
◉ What are anecdotal notes?
Answer: They are used to give a performance appraisal. Actual
observed behavior should be documented and sued as evidence of
satisfactory or unsatisfactory performance. These documents are
called anecdotal notes.
◉ What should a peer review include?
Answer: 1. Peer reviews should begin w/ an orientation of the staff
to the peer review process, their professional responsibility in
regard to promoting the growth of colleagues, and the disposition of
data collected
2. Focus on peer's performance in relation to the job description OR
use an appraisal tool based on institutional standards
3. Peer reviews should be shared with the peer only and manager
, ◉ In summary, what should a performance appraisal include?
Answer: - Appraisal should be held in a private setting
- Review datas with staff member and provide opportunity for
feedback
- Personal goals of staff member should be discussed/documented
- Staff members who do not agree with the unit manager's
evaluation should take this time to make written comments as to
their thoughts
◉ What calls for disciplinary action?
Answer: Deficiencies identified during a performance appraisal or
course of employment should be presented in writing. Corrective
action based on institutional policy.
◉ What occurs with a "first infraction"?
Answer: - Informal reprimand
- Manager and employee meet: discuss issues, suggestions for
improvement
◉ What occurs with a "second infraction"?
Answer: - Written warning
- Manger meets with employee to distribute the written warning
HEALTHCARE DELEGATION AND
SUPERVISION STUDY GUIDE 2026
◉ What is the nurse's role in quality improvement?
Answer: - Serve as a unit representative on committees that develop
policies/procedures
- Enhance understanding/adherence to facility policies
- Provide client care consistent with facility policies
- Participate in the collection of information r/t staff adherence to a
selected policy or procedure
- Assist with analysis of data
- Compare results with established benchmark
- Assist with provision of education to improve staff performance
◉ What is performance appraisal?
Answer: A performance appraisal is the process by which a superior
evaluates an employee's performance in relation to the job
description for that employees position.
Performed at regular intervals.
,Performance appraisals allow the nurse the opportunity to discuss
personal goals with unit manager as well as to receive feedback r/t
level of performance.
◉ What makes a quality performance appraisal?
Answer: - A formal system should be used for an appraisal (based on
various scales, should reflect hiring agency policies)
- Data for the appraisal should be collected over time, not
representative of one single event
- Use of anecdotal notes
◉ What are anecdotal notes?
Answer: They are used to give a performance appraisal. Actual
observed behavior should be documented and sued as evidence of
satisfactory or unsatisfactory performance. These documents are
called anecdotal notes.
◉ What should a peer review include?
Answer: 1. Peer reviews should begin w/ an orientation of the staff
to the peer review process, their professional responsibility in
regard to promoting the growth of colleagues, and the disposition of
data collected
2. Focus on peer's performance in relation to the job description OR
use an appraisal tool based on institutional standards
3. Peer reviews should be shared with the peer only and manager
, ◉ In summary, what should a performance appraisal include?
Answer: - Appraisal should be held in a private setting
- Review datas with staff member and provide opportunity for
feedback
- Personal goals of staff member should be discussed/documented
- Staff members who do not agree with the unit manager's
evaluation should take this time to make written comments as to
their thoughts
◉ What calls for disciplinary action?
Answer: Deficiencies identified during a performance appraisal or
course of employment should be presented in writing. Corrective
action based on institutional policy.
◉ What occurs with a "first infraction"?
Answer: - Informal reprimand
- Manager and employee meet: discuss issues, suggestions for
improvement
◉ What occurs with a "second infraction"?
Answer: - Written warning
- Manger meets with employee to distribute the written warning
