Template

Clinical Coaching Checklist

by Raf Collado, from the Community

10+

This clinical coaching checklist supports nursing educators, preceptors, and mentors in guiding new and current staff through core competencies and patient safety practices. It covers professional practice, mentorship tracking, medication safety, documentation, pain assessment, restraint use, pressure injury prevention, fall risk assessment, IV therapy and CVAD care, indwelling catheter and CAUTI bundle, tracheostomy care, suctioning, NG/OG placement verification, EKG, vital signs, clinical alarms, COVID PPE, blood transfusion, high-alert drugs, surgical safety, and patient identification. Use it to verify competencies, ensure policy adherence, and document coaching progress across inpatient, outpatient, critical care, and specialty units.

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About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Clinical Coaching Checklist for Nursing Education
This clinical coaching checklist supports nursing education and preceptorship at the point of care. It guides mentors and new staff through competency verification and patient safety practices, including pain assessment, restraint documentation, medication safety, pressure injury prevention, fall risk assessment, IV site care, indwelling urinary catheter and CAUTI bundle, tracheostomy care, suctioning, EKG, PPE and swab collection, chest tube monitoring, vital signs, clinical alarms, blood transfusion, conscious sedation, high-alert drugs, VTE, patient identification, surgical checklists, CVAD insertion/maintenance/removal, and norepinephrine administration.
by Raf Collado, from the Community
Downloads: 10+
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Template
2022 Infection Control Clinical Audit Checklist
This 2022 Infection Control Clinical Audit checklist helps hospitals and clinical units assess compliance with infection prevention practices. It covers hand hygiene facilities and technique, proper use of personal protective equipment, environmental cleanliness, patient equipment care and disinfection, linen handling, clinical and general waste management, spill response, sharps handling and disposal, and maintenance of medical equipment. It also includes checks for medical refrigerator management, urinary catheter care and IV line practices, and alignment with current infection control policies and guidelines. Use it to standardize audits across departments such as haemodialysis and emergency care and to document corrective actions.
by Siti Rohaiya Mohd Mohiadin, from the Community
Downloads: 10+
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Template
Electronic Medical Record Documentation Audit
This Electronic Medical Record Documentation Audit template helps hospitals and clinics review the completeness and quality of clinical documentation across key areas of care. It covers consent validation, fall and pressure injury risk screening, pain assessment, social work and nutrition screening, patient and family education, timely medication administration, structured ISBAR handovers, nursing assessment and care planning, blood and blood product administration, discharge planning, and management of patient belongings. Use it to standardize audits, identify gaps, and strengthen compliance, documentation accuracy, and patient safety.
by Marnelli Ignacio, from the Community
Downloads: 30+
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Template
Inpatient Leadership Rounds Checklist
This inpatient leadership rounds checklist helps hospital leaders structure and document rounding on inpatient units. It covers security and safety checks, fire safety readiness, hazardous materials and waste handling, infection prevention and control standards, medical equipment maintenance, and emergency procedures. Clinical care observations include central line and urinary catheter care, ventilator care, falls risk, pressure injury prevention, and restraint documentation. Use this template to record findings, engage staff and patients, assign and track corrective actions, and demonstrate compliance with hospital policies and patient safety goals. Adapt sections to your unit and schedule regular reviews to drive continuous improvement.
by Alyson Estwick Morris, from the Community
Downloads: 0
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Clinical Coaching Checklist

With SafetyCulture you can

Digitize team workflows

Reduce manual errors

Create and share inspection reports

About author

You might also like

Clinical Coaching Checklist for Nursing Education

2022 Infection Control Clinical Audit Checklist

Electronic Medical Record Documentation Audit

Inpatient Leadership Rounds Checklist

You might also like

Clinical Coaching Checklist for Nursing Education

2022 Infection Control Clinical Audit Checklist

Electronic Medical Record Documentation Audit

Inpatient Leadership Rounds Checklist