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Matt Zackoff, MD
Melissa Klein, MD, MEd
Jennifer O’Toole, MD, MEd
Have documented that they have no financial
relationships to disclose or Conflicts of Interest (COIs) to resolve.
Matt Zackoff, MD
Melissa Klein, MD, MEd
Jennifer O’Toole, MD, MEd
All presenters have documented that their presentation will
not involve discussion of unapproved or off-label,
experimental or investigational use.
Roadmap
• Introductions
• What is a good teacher?
• History of evaluation of teaching
• Introduction of teaching assessment tools
• Practice using the teaching assessment tools
• Implementing one in your own institution
Welcome
• Meet the presenters
• Meet the audience
EVALUATING EDUCATORS: History & Challenges
Let’s Watch Some “Famous” Educators
Let’s Watch Some “Famous” Educators
The Good Teacher
We know a good teacher when we see
it, but how do we create good
teachers?
What Makes A Good Teacher?
Well accepted standards exist for what makes
an excellent medical educator
Skills Of A Good Teacher
SKILL EXAMPLES
Promoting a conducive learning
environment
Respect, learner stimulation, appropriate supervision, control
of stressors in the environment
Engagement of learners
Teaching techniques and activities (adult learning theory),
goal setting, promotion of clinical reasoning, AV materials
Appropriate assessment of
knowledge, skills, and attitudes
Appropriate assessment methods and tools, formative and
summative assessment, determination of supervision level
Facilitating learner’s educational
goals
Triggering dialogue about learner’s goals, allowing
opportunities for learner’s to meet those goals
Providing feedback to learners Providing constructive feedback, promoting learner self
assessment, creating a plan based on feedback
Fostering self directed and life
long learning
Encouraging questions, assistance with finding appropriate
resources, acting as a role model
Self-reflection on one’s teaching
skills
Reviewing teaching evaluations, determining areas for self
improvement, actively sharing approaches and Ideas with
others
Bing-You RG, Lee R, Trowbridge RL, Varaklis K, Hafler JP. Commentary: principle-based teaching competencies. Journal of graduate
medical education. Sep 2009;1(1): 100-103.
Khandelwal S, Bernard AW, Wald DA, et al. Developing and assessing initiatives designed to improve clinical teaching performance.
Academic emergency medicine : official journal of the Society for Academic Emergency Medicine. Dec 2012;19(12):1350-1353.
Historical Needs In Medical Education
Many residents and faculty members have not received
formal training in educational theory or teaching
Faculty Development Programs
Resident as Teacher Curricula
Do We Do A Good Job Assessing These Skills?
The Challenges Of Evaluating Medical Educators
• Many evaluations of medical educators are
done by junior learners
– Focus on superficial skills
– Objective assessment challenging
– Often use Likert scales
– Limited training for learners on evaluation skills
• Little opportunity to show progressive in
teaching skills over time
– Everyone is a 4-5/5
A Cincinnati Example
Large Group Discussion
• How are resident and faculty teaching skills
evaluated at your institution?
• What are some of the positive aspects of your
evaluation process?
• What are the challenges of your evaluation
process?
Let’s Watch Another Educator In Action
• Questions to ponder
– What feedback would you provide this educator
about the teaching you observed?
– What specific recommendation would you give
them to improve their teaching skills?
– What rating would you give this educator?
• Novice
• Competent/Intermediate
• Expert/Master
Let’s Watch Another Educator In Action
• Questions to ponder
– What feedback would you provide this educator
about the teaching you observed?
– What specific recommendation would you give
them to improve their teaching skills?
– What rating would you give this educator?
• Novice
• Competent/Intermediate
• Expert/Master
OBJECTIVE ASSESSMENT
OF EDUCATORS Development Of An Objective Structured
Teaching Evaluation
Historical Needs In Medical Education
Competency-based evaluation of clinical reasoning,
patient interviewing, and procedural skills in
undergraduate and graduate medical education
Development of the Observed Standardized Clinical
Examination (OSCE) - validated in the literature
The Leap
Clinical Reasoning
Patient Interviewing
Procedural Skills
Feedback
Bedside Teaching
Didactic Instruction
Observed Standardized
Clinical Examination (OSCE)
Observed Structured
Teaching Evaluation (OSTE)
Goals of an Objective Assessment
• Easy to use
• Reproducible
• Objective measure of observable skills
• Foundation in consensus behaviors/skills
• Delineation of a spectrum of performance
• Translates to actionable feedback
• Applicable over the training continuum
Development of a Teaching Assessment Tool
1. Identify the Competency
Development of a Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus
competencies
Development of a Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus
competencies
3. Define an EPA
Development of a Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus
competencies
3. Define an EPA
4. Determine skills/traits
Development of a Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus
competencies
3. Define an EPA
4. Determine skills/traits
5. Characterize observable
behaviors
Development of a Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus
competencies
3. Define an EPA
4. Determine skills/traits
5. Characterize observable
behaviors
6. Align behaviors with
gradient of competency
Development of an OSTE
1. Identify the Competency
Teaching
More specifically looked at brief one-on-one didactic
between an intern and 3rd year medical student
Development of an OSTE
1. Identify the Competency
2. Foundation in consensus competencies
3. Define an EPA
Proposed
EPA
ACGME Core
Competencies Pediatric Milestones
Teaching Medical Knowledge Demonstrate sufficient knowledge of the basic and clinically supportive sciences appropriate to
pediatrics
Practice-based Learning
and Improvement Identify strengths, deficiencies, and limits in one’s knowledge and expertise
Develop the necessary skills to be an effective teacher
Participate in the education, of patients, families, students, residents, and other health
professionals
Take primary responsibility for lifelong learning to improve knowledge, skills, and practice
performance through familiarity with general and experience-specific goals and objectives and
attendance at conferences
Interpersonal and
Communication Skills Communicate effectively with patients, families, and the public, as appropriate, across a broad
range of socioeconomic and cultural backgrounds
Communicate effectively with physicians, other health professionals, and health related agencies
Professionalism Demonstrate a sense of duty and accountability to patients, society and the profession
TEACHING ASSESSMENT
TOOL EXAMPLE
Brief Didactic
Brief Didactic Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus
competencies
3. Define an EPA
4. Determine skills/traits
TEACHING SKILL
SKIL
L 1
Setting the tone and providing
context
SKIL
L 2
Covering key content areas of a
topic in an effective and
efficient manner
SKIL
L 3
Reviewing and adapting to the
needs of a learner
Brief Didactic Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus competencies
3. Define an EPA
4. Determine skills/traits
5. Characterize observable behaviors
6. Align behaviors with gradient of competency
TEACHING SKILL Level of
achievement (Circle below where the
majority of boxes are
marked on the right)
Observed Behaviors (Check a box after viewing these behaviors during the OSTE)
SKIL
L 1
Setting the
tone and
providing
context
1
Does not appear interested in teaching OR enthusiastic
about the topic being presented
Immediately begins conveying information without first
priming the session with a case example or shared
patient experience
2
Appears interested in teaching OR enthusiastic about
the topic
Prime the session with a case example or shared patient
experience without learner involvement
3
Appears interested in teaching AND enthusiastic about
the topic
Primes the session with either brief case or reference to
a shared patient experience with learner involvement
and discussion
Brief Didactic Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus competencies
3. Define an EPA
4. Determine skills/traits
5. Characterize observable behaviors
6. Align behaviors with gradient of competency
TEACHING SKILL Level of
achievement (Circle below where the
majority of boxes are
marked on the right)
Observed Behaviors (Check a box after viewing these behaviors during the OSTE)
SKIL
L 1
Setting the
tone and
providing
context
1
Does not appear interested in teaching OR enthusiastic
about the topic being presented
Immediately begins conveying information without first
priming the session with a case example or shared
patient experience
2
Appears interested in teaching OR enthusiastic about
the topic
Prime the session with a case example or shared patient
experience without learner involvement
3
Appears interested in teaching AND enthusiastic about
the topic
Primes the session with either brief case or reference to
a shared patient experience with learner involvement
and discussion
Brief Didactic Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus competencies
3. Define an EPA
4. Determine skills/traits
5. Characterize observable behaviors
6. Align behaviors with gradient of competency
TEACHING SKILL Level of
achievement (Circle below where the
majority of boxes are
marked on the right)
Observed Behaviors (Check a box after viewing these behaviors during the OSTE)
SKIL
L 1
Setting the
tone and
providing
context
1
Does not appear interested in teaching OR enthusiastic
about the topic being presented
Immediately begins conveying information without first
priming the session with a case example or shared
patient experience
2
Appears interested in teaching OR enthusiastic about
the topic
Prime the session with a case example or shared patient
experience without learner involvement
3
Appears interested in teaching AND enthusiastic about
the topic
Primes the session with either brief case or reference to
a shared patient experience with learner involvement
and discussion
Brief Didactic Teaching Assessment Tool
1. Identify the Competency
2. Foundation in consensus competencies
3. Define an EPA
4. Determine skills/traits
5. Characterize observable behaviors
6. Align behaviors with gradient of competency
TEACHING SKILL Level of
achievement (Circle below where the
majority of boxes are
marked on the right)
Observed Behaviors (Check a box after viewing these behaviors during the OSTE)
SKIL
L 1
Setting the
tone and
providing
context
1
Does not appear interested in teaching OR enthusiastic
about the topic being presented
Immediately begins conveying information without first
priming the session with a case example or shared
patient experience
2
Appears interested in teaching OR enthusiastic about
the topic
Prime the session with a case example or shared patient
experience without learner involvement
3
Appears interested in teaching AND enthusiastic about
the topic
Primes the session with either brief case or reference to
a shared patient experience with learner involvement
and discussion
SKIL
L 2
Covering key
content areas
of a topic in
an effective
and efficient
manner
1
Appears rushed
Difficulty navigating the topic so content appears disorganized
Unable to cover prior stated goals or topic of the session
2
At times appears rushed
At times has difficulty navigating the topic but overall content is
presented in an organized manner (i.e. no use of transitions, takes
more than one attempt to convey a point in a clear manner)
Able to superficially cover stated goals or relevant topics of the
session
3
Content is conveyed in a calm manner at a manageable pace
Smooth navigation of the topic with content presented in an
organized manner
Able to thoroughly cover stated goals or relevant topics of the
session
Brief Didactic Teaching Assessment Tool
SKIL
L 2
Covering key
content areas
of a topic in
an effective
and efficient
manner
1
Appears rushed
Difficulty navigating the topic so content appears disorganized
Unable to cover prior stated goals or topic of the session
2
At times appears rushed
At times has difficulty navigating the topic but overall content is
presented in an organized manner (i.e. no use of transitions, takes
more than one attempt to convey a point in a clear manner)
Able to superficially cover stated goals or relevant topics of the
session
3
Content is conveyed in a calm manner at a manageable pace
Smooth navigation of the topic with content presented in an
organized manner
Able to thoroughly cover stated goals or relevant topics of the
session
Brief Didactic Teaching Assessment Tool
SKIL
L 2
Covering key
content areas
of a topic in
an effective
and efficient
manner
1
Appears rushed
Difficulty navigating the topic so content appears disorganized
Unable to cover prior stated goals or topic of the session
2
At times appears rushed
At times has difficulty navigating the topic but overall content is
presented in an organized manner (i.e. no use of transitions, takes
more than one attempt to convey a point in a clear manner)
Able to superficially cover stated goals or relevant topics of the
session
3
Content is conveyed in a calm manner at a manageable pace
Smooth navigation of the topic with content presented in an
organized manner
Able to thoroughly cover stated goals or relevant topics of the
session
Brief Didactic Teaching Assessment Tool
SKIL
L 2
Covering key
content areas
of a topic in
an effective
and efficient
manner
1
Appears rushed
Difficulty navigating the topic so content appears disorganized
Unable to cover prior stated goals or topic of the session
2
At times appears rushed
At times has difficulty navigating the topic but overall content is
presented in an organized manner (i.e. no use of transitions, takes
more than one attempt to convey a point in a clear manner)
Able to superficially cover stated goals or relevant topics of the
session
3
Content is conveyed in a calm manner at a manageable pace
Smooth navigation of the topic with content presented in an
organized manner
Able to thoroughly cover stated goals or relevant topics of the
session
Brief Didactic Teaching Assessment Tool
SKIL
L 3
Reviewing
and adapting
to the needs
of a learner
1
Exhibits a teacher-centered approach by not assessing learner
engagement or comprehension throughout the session
Does not address learner difficulty with a term or component of a
topic
2
Minimally exhibits a learner-centered approach to assess learner
engagement or comprehension throughout the session (1-2
actions)
Superficially assesses learner engagement or comprehension (i.e.
“make sense, sound good, etc.”, use of only pointed questions)
Acknowledges cues of learner difficulty with a term or
component of the topic, BUT does NOT adjust terminology or
teaching style
3
Continually exhibits a learner-centered approach by assessing
learner engagement and comprehension throughout the session
(3+ actions)
Thoroughly assesses learner engagement or comprehension (i.e.
use of back and forth discussion, learner provides considerable
content)
Acknowledges AND effectively addresses learners who struggle,
and adapts accordingly
Brief Didactic Teaching Assessment Tool
SKIL
L 3
Reviewing
and adapting
to the needs
of a learner
1
Exhibits a teacher-centered approach by not assessing learner
engagement or comprehension throughout the session
Does not address learner difficulty with a term or component of a
topic
2
Minimally exhibits a learner-centered approach to assess learner
engagement or comprehension throughout the session (1-2
actions)
Superficially assesses learner engagement or comprehension (i.e.
“make sense, sound good, etc.”, use of only pointed questions)
Acknowledges cues of learner difficulty with a term or
component of the topic, BUT does NOT adjust terminology or
teaching style
3
Continually exhibits a learner-centered approach by assessing
learner engagement and comprehension throughout the session
(3+ actions)
Thoroughly assesses learner engagement or comprehension (i.e.
use of back and forth discussion, learner provides considerable
content)
Acknowledges AND effectively addresses learners who struggle,
and adapts accordingly
Brief Didactic Teaching Assessment Tool
SKIL
L 3
Reviewing
and adapting
to the needs
of a learner
1
Exhibits a teacher-centered approach by not assessing learner
engagement or comprehension throughout the session
Does not address learner difficulty with a term or component of a
topic
2
Minimally exhibits a learner-centered approach to assess learner
engagement or comprehension throughout the session (1-2
actions)
Superficially assesses learner engagement or comprehension (i.e.
“make sense, sound good, etc.”, use of only pointed questions)
Acknowledges cues of learner difficulty with a term or
component of the topic, BUT does NOT adjust terminology or
teaching style
3
Continually exhibits a learner-centered approach by assessing
learner engagement and comprehension throughout the session
(3+ actions)
Thoroughly assesses learner engagement or comprehension (i.e.
use of back and forth discussion, learner provides considerable
content)
Acknowledges AND effectively addresses learners who struggle,
and adapts accordingly
Brief Didactic Teaching Assessment Tool
SKIL
L 3
Reviewing
and adapting
to the needs
of a learner
1
Exhibits a teacher-centered approach by not assessing learner
engagement or comprehension throughout the session
Does not address learner difficulty with a term or component of a
topic
2
Minimally exhibits a learner-centered approach to assess learner
engagement or comprehension throughout the session (1-2
actions)
Superficially assesses learner engagement or comprehension (i.e.
“make sense, sound good, etc.”, use of only pointed questions)
Acknowledges cues of learner difficulty with a term or
component of the topic, BUT does NOT adjust terminology or
teaching style
3
Continually exhibits a learner-centered approach by assessing
learner engagement and comprehension throughout the session
(3+ actions)
Thoroughly assesses learner engagement or comprehension (i.e.
use of back and forth discussion, learner provides considerable
content)
Acknowledges AND effectively addresses learners who struggle,
and adapts accordingly
Brief Didactic Teaching Assessment Tool
LET’S PRACTICE Brief Didactic with Teaching
Assessment Tool
Rate The Resident’s Teaching Skills
• Assess the resident’s teaching behaviors on
the brief didactic teaching assessment tool
• Share at your table
• Large group report out
LET’S PRACTICE Inpatient Rounding Teaching
Assessment Tool
Let’s Practice
• Review the observable teaching behaviors in the rounding teaching assessment tool
• The video you are about to see is of an inpatient general pediatrics team on rounds
• Team composition: – 3rd Year Resident Team Leader
– Intern
– 3rd year medical student
• Imagine the attending’s actions are representative of 5 patient encounters
Meet Our Actors
3rd Year
Resident
Team Leader
3rd Year
Medical
Student
Intern
Questions to Consider
• Where would you rate the 3rd year resident’s
teaching skills?
• What feedback would you give this educator
on the teaching behaviors you observed?
• What specific steps would you suggest he
takes to improve his teaching skills?
• How would you rate his educator level?
– Beginner
– Intermediate/Competent
– Master/Expert
ADAPTING FOR
YOUR INSTITUTION
Keys to Successful Implementation
• What you would do if you were launching a
formal teaching assessment program?
– Where would you launch it?
• Inpatient, outpatient, conferences
– Who is your target teacher population?
• Interns, Senior Residents, Fellows, Faculty?
– Who will you need on your team?
Key Stakeholders
• IDENTIFY:
People or groups who:
– Affect/influence the
project
– Are affected by the
project
– Have interest in the
conclusion
• PRIORITIZE
Communication
• Change can be difficult
• More likely to accept change if they view
communication as honest
– Up front about reasons for program & goals
– Open to feedback
• Prepare people to receive the message
– Try not to be too abrupt
– Adjust communication based on audience
– Ensure the message is “received” and not just
“sent”
Feasability
• Plan ahead
• Have a timeline
• Consider the IRB
• If you are involving residents, ensure it fits
into workflow to maximize buy in
The Budget
• Money
• Other considerations
– Time to develop & implement project
– Time for participation from target learners,
evaluators and other team members
– Materials
– Space
SMALL GROUP ACTIVITY
Adapt The Evaluation For
Your Program
Questions?
Evaluations