Recruiting, Selecting, and Retaining Direct Service Workers to Provide Self-Directed HCBS

Documenting Concerns Related to DSW Poor Performance

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If your DSW isn't doing their job the way you want, keep track of what they are doing and when you talk to them about their poor performance.  Keep documentation of poor performance. Include the following information:

  • Your concern about their performance (such as being late or not following your care plan)
  • Any feedback you offered to improve their performance
  • Any written performance improvement plans

Make sure to include dates on all records.

View and download a sample performance log.

Note regarding the Sample Performance Log:  The worksheet uses Adobe Acrobat Reader. Download Adobe Acrobat Reader if you do not already have it. If you are using Adobe Acrobat Reader, you will need to print out your worksheet when you are done with it. You won’t be able to save it. If you have Adobe Acrobat, you will be able to save your work.