Educational and supervisory decision aid

Fitness to Facilitate Now

Pre Session and Pre Shift Readiness Check. This is a structured professional decision aid, not a validated diagnostic or psychometric instrument.

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Record context

Name or local identifier

Date

Setting and assigned role

Physical Capacity

How much sleep have I had during the period relevant to this assignment?

Is that amount adequate for the expected length and demands of the responsibility I am about to assume?

Am I ill?

Am I experiencing pain that is interfering with attention, movement, judgment, or patience?

Am I experiencing medication effects that could impair attention, reaction time, coordination, judgment, or emotional regulation?

Am I experiencing intoxication, withdrawal, or residual effects from alcohol, cannabis, psychedelics, sedatives, stimulants, or another psychoactive substance?

Can I physically perform the duties assigned to me?

Cognitive Capacity

Is my attention clear?

Am I tracking information normally?

Can I sustain concentration for the expected period of responsibility?

Am I unusually forgetful, distracted, confused, cognitively slowed, or preoccupied?

Can I follow procedures accurately?

Can I communicate clearly?

Can I document accurately?

Emotional Capacity

Am I carrying acute grief, anger, fear, panic, conflict, or another emotional state that is repeatedly capturing my attention?

Can I remain present with participant distress without needing the participant to regulate me?

Do I have enough capacity to tolerate crying, anger, confusion, fear, rejection, silence, and uncertainty today?

Have I noticed unusual irritability, urgency, emotional flooding, numbness, or withdrawal in myself?

Relational Capacity

Do I have a prior relationship with this participant that could influence my judgment?

Am I experiencing strong attraction, aversion, protectiveness, fear, resentment, admiration, rescuing impulses, competitiveness, parental feelings, or overidentification toward this participant?

Is there unresolved conflict between us?

Do I need a particular response, decision, or outcome from this participant?

Would another practitioner be able to approach this participant with greater neutrality?

Ethical Capacity

Are my boundaries clear?

Is there a conflict of interest?

Are there dual relationships that require review?

Can I respect this participant’s decisions even when I disagree?

Am I prepared to protect confidentiality?

Can I recognize the difference between my beliefs and the participant’s beliefs?

Professional Capacity

Is this assignment within my actual training and scope?

Do I understand exactly what I am responsible for?

Do I understand what I am not responsible for?

Do I know who assumes responsibility when something exceeds my role?

Are there participant needs today that exceed my competence?

Operational Capacity

Is staffing adequate?

Is qualified backup actually available?

Do I know how to reach that person?

Is the handoff process clear?

Are emergency procedures available and functional?

Can I take an appropriate break or transfer responsibility without leaving the participant unsupported?

Has anything changed since the plan was created?

Decision

Select the current decision

Fit To Facilitate

Fit With Modification Or Additional Support

Not Fit For This Assignment

○ Fit To Facilitate ○ Fit With Modification Or Additional Support ○ Not Fit For This Assignment

Fit To Facilitate: No identified issue is currently interfering with safe performance of the assigned role.
Fit With Modification Or Additional Support: A concern exists that can be responsibly managed through a change in duties, additional supervision, shorter responsibility period, additional staffing, participant reassignment, consultation, or another defined modification.
Not Fit For This Assignment: The practitioner’s current condition or the available system of support does not permit safe performance of the assigned responsibility.

Concern identified

Modification required

Person responsible for approving modification

Additional supervision

Responsibilities removed

Relief coverage

Participant reassignment if applicable

Time for reassessment

When not fit for this assignment

Transfer responsibility before participant care continues. Document the operational handoff according to organizational policy. Share functional information needed for a safe assignment and protect unnecessary private medical or psychological details.

Private note

All fitness instruments

By Mark Nicolas · Content updated September 23, 2026