DESIGNING FACULTY DEVELOPMENT PROGRAMS FOR PROFESSIONALISM Yvonne Steinert PhD McGill University How to reference this document: Steinert Y., Faculty Development for Professionalism. CanMEDS Train-the-Trainer Program on Professionalism. 2009. OBJECTIVES By the end of this session, participants will be able to: • Describe principles and strategies for designing a faculty development initiative for teaching and evaluating professionalism • Discuss the challenges inherent in developing a faculty development program for teaching and evaluating professionalism • Design a faculty development initiative pertinent to their own setting. • SESSION OUTLINE • Why FACDEV? • Common Challenges • FACDEV for Professionalism - A Case Study • Guidelines for Designing FACDEV Programs & Activities • Designing a Faculty Development Initiative – Targeting Teachers’ Needs – Targeting the Organizational Culture FACULTY DEVELOPMENT That broad range of activities institutions use to renew or assist faculty in their multiple roles. -Centra, 1978 FACULTY DEVELOPMENT •... A planned program to prepare institutions and faculty members for their academic roles - including teaching, research, administration, writing - and career development. -Bland et al, 1990 •... The goal of faculty development is to teach faculty members the skills relevant to their institutional setting and faculty position and to sustain their vitality, both now and in the future. -Whitcomb, 2003 FACDEV (CONT’D) At the individual level, FACDEV should: • Address attitudes and beliefs • Transmit knowledge • Develop skills At the organizational level, FACDEV should: • Define a shared vision • Create new opportunities • Address systems issues -Wilkerson & Irby, 1998 FOR DISCUSSION... • Are you involved in the design and/or delivery of faculty development activities to enhance the teaching and/or evaluation of professionalism? • Do you and/or your colleagues focus on individual or organizational change? • What faculty development strategies do you and/or your colleagues use? WHY FACDEV - I • Teachers must possess and demonstrate professionalism – and they must be able to teach it! • Teachers believe that they are “professional” – and that teaching professionalism is intuitive • Professionalism must be taught and evaluated • Professionalism must be valued by the organization/culture WHY FACDEV - II • Role modeling is no longer as effective as it once was – and yet it is key... • Teaching professionalism is not an “add on” • Teaching must be integrated into the clinical setting FACDEV CHALLENGES . Level Individual Program Level Systems Level AT AN INDIVIDUAL LEVEL … We must: • Build motivation for learning • Overcome resistance • Make the implicit explicit AT A PROGRAMMATIC LEVEL … We must: • Develop programs that focus on content and teaching methods • Use appropriate FACDEV formats and methods • Focus on teaching and evaluating professionalism • Make learning relevant and fun COMMON FACDEV FORMATS • Faculty retreats and/or “think tanks” • Workshops and/or seminars • Short courses • One-on-one consultations • Role modeling and/or coaching • Self-directed initiatives • Integrated, longitudinal programs • Fellowships or sabbaticals COMMON WORKSHOP METHODS • • • • • • • • Interactive lectures Small group discussions Case presentations Role plays or simulations Films or videotape reviews Experiential learning Role modeling or demonstrations Directed readings and/or independent learning AT A SYSTEMS LEVEL We must: • Promote “buy in” • Address the organizational climate and culture • Identify opportunities for teaching and learning • Determine the need for specialty-specific training • Train the trainers - and facilitate dissemination FACDEV FOR PROFESSIONALISM A Case Study: • The FACDEV Process • Key FACDEV Content • Key Methods & Materials • Lessons Learned THE FACDEV PROCESS “Think tank” on teaching professionalism Invitational FD workshop on teaching professionalism Faculty-wide FD workshop on teaching professionalism Think tank on evaluating professionalism Invitational workshop on evaluating professionalism FACDEV PROCESS - I Goals Activity Outcomes Think tank on teaching professionalism Consensus on importance; buy-in of leaders; discussion of how to get faculty “buy-in”. Invitational FD workshop on teaching professionalism Faculty wide FD workshop on teaching professionalism Consensus & buy-in of department heads and leaders; translation of content into terms that can be taught. FACDEV PROCESS - II Goals Activity Outcomes Think tank on teaching professionalism Trial of ‘translated content’ in FD workshop; buy-in of larger group. Invitational FD workshop on teaching professionalism Faculty wide FD workshop on teaching professionalism Consensus & buy-in; development of a plan for full FD program & recommendations to the Faculty; training of group leaders for FD program. FACDEV PROCESS - III Goals Activity Outcomes Think tank on teaching professionalism Improve teaching of professionalism; buy-in of whole faculty. Invitational FD workshop on teaching professionalism Faculty wide FD workshop on teaching professionalism Buy-in at faculty level; spin-offs: departmental workshops & grand rounds; more content experts; curriculum change. FACDEV PROCESS - IV Goals Define educators’ needs for evaluating professionalism; identify current evaluation strategies, develop an approach to evaluating professionalism. Activity “Think tank” on evaluating professionalism Invitational workshop on evaluating professionalism Outcomes Identification of educators’ needs for evaluating professionalism & current evaluation strategies; Development of an approach to evaluating professionalism; planning a workshop on Evaluation. FACDEV PROCESS - V Goals To develop methods for evaluating professionalism; to draw on educational measurement expertise & expertise outside medicine. Activity Think tank on evaluating professionalism Invitational workshop on evaluating professionalism Outcomes Development of tools for evaluating professionalism – the “what & how” of assessment; identification of a pool of behaviors that describe core attributes; recommendations to the Faculty. LESSONS LEARNED - I • FACDEV takes time • This is a process • We need a “common language” • We need “buy in” • We need “champions” • FACDEV is more than a workshop... KEY CONTENT FOR FACDEV • The core content of professionalism • Teaching methods – and the “matching” of teaching methods to objectives • Evaluation strategies – and the “matching” of strategies to knowledge & behaviours • Overcoming common problems & challenges • METHODS & MATERIALS Methods: • Interactive plenary presentations • Small group discussions & exercises Materials: • Core definitions • Case vignettes • Organizing frameworks for learning • Action plans CORE DEFINITIONS • Altruism: the unselfish regard for, or devotion to, the welfare of others; placing the needs of the patient before one’s self-interest. • Self-regulation: the privilege of setting and maintaining standards; being accountable for one's actions and conduct in medical practices, for the conduct of one’s colleagues, and the profession. • Responsibility to Society: the obligation to use one's expertise for, and to be accountable to, society for those actions, both personal and of the profession, which relate to the public good. VIGNETTES FOR DISCUSSION CASE # 1 - A senior resident asks a medical student to put in an arterial line. The student has never seen or performed this procedure before. The resident explains the technique, and then tells the student to proceed. CASE # 2 - A long-time patient of yours requests a note from you documenting a non-existent illness in order to recover cancellation penalties from the airlines on a nonrefundable ticket. CASE # 3 - An anesthesiologist smells alcohol on the breath of the operating surgeon and believes he is inebriated during a late evening emergency operation. ORGANIZING FRAMEWORKS – I EDUCATIONAL METHODOLOGIES Attributes of the Healer and Professional Altruism Autonomy Caring and Compassion Commitment Competence Confidentiality Insight Integrity and Honesty Morality and Ethical Conduct Trustworthiness Openness Presence and Accompany Respect for the Healing Function Respect for Patient Dignity and Autonomy Responsibility to the Profession Responsibility to Society Self-Regulation Teamwork Interactive Lectures Role Case Small Group Experiential Modelling/ Role Plays/ Films/Videota Discussions / Discussions Learning Demonstratio Simulations pe Reviews Vignettes ns Narratives / Portfolios Directed Reading / Independent Learning ORGANIZING FRAMEWORKS - II ATTRIBUTE: ALTRUISM Desirable Behaviors Undesirable Behaviors ATTRIBUTE: SELF-REGULATION Desirable Behaviors Undesirable Behaviors WHO SHOULD EVALUATE? WHEN SHOULD WE EVALUATE? ORGANIZING FRAMEWORKS - III Attribute: Altruism Attribute: Self-Regulation Please rate the methods according to the following scale: 1 = the most desirable method; 2 = the next best method; 3 = a potentially acceptable method. Adapted from Toolbox of Assessment Methods© Accreditation Council for Graduate Medical Education (ACGME) and American Board of Medical Specialists (ABMS). Version 1.1 Other Critical Incident Report Oral Presentation Simulated Office Oral Structured Oral Exams Clinical Evaluation Exercises Portfolio Assessment Essay Long/Short Case Examinations Case Audit & Chart Review Problem Simulations Standardized Patient Video or Audio Assessment OSCE Global Rating Scales MCQ METHODS OF EVALUATION COMPLETING AN ACTION PLAN ACTION PLAN Name: University and Department: E-Mail Address: Proposed Activity(ies): 1. 2. 3. Proposed Content: 1. 2. 3. Potential Barriers to Implementation: Potential Solution: Other Comments: LESSONS LEARNED - II The value of: • Defining core content • Providing conceptual frameworks • Enabling experiential learning • Promoting application to own settings • • PARTICIPANT FEEDBACK This workshop: • Provided me with a framework for further development. • Made me look at professionalism and my role as a teacher in a more conscious, informed way. • Will help re-value the profession… LESSONS LEARNED - III The value of: • Promoting “buy in” • Emphasizing the “teaching” of the competency • Training leaders and co-leaders • Incorporating follow-up activities/tasks FEEDBACK (CONT’D) I learned that: • Professionalism can - and should be - defined and taught explicitly, not just implicitly. • We must address this issue first with colleagues. We must increase our own awareness before teaching it to residents and students. • We need to give professionalism the attention that it deserves … GENERAL GUIDELINES • Understand the institutional/organizational culture • Determine appropriate goals and priorities • Conduct needs assessments to ensure relevant programming • Target diverse stakeholders • Develop different programs to accommodate diverse needs • Incorporate principles of adult learning and instructional design • INSTRUCTIONAL DESIGN Topic Target Audience Participant Needs Goals and Objectives Evaluation Content Teaching Methods and Aids GENERAL GUIDELINES – II • Offer a diversity of educational methods – in a variety of settings • When possible, incorporate activities into ongoing programs • Promote “buy in” and market effectively • Incorporate relevant theoretical frameworks • Overcome common challenges • Remain relevant and practical • Evaluate – and demonstrate – effectiveness COMMON CHALLENGES • Defining goals and priorities • Balancing individual and organizational needs • Motivating faculty • Working within limited resources • Choosing appropriate methods and formats • Remaining relevant and practical • Obtaining institutional support • Evaluating effectiveness CONCEPTUAL FRAMEWORKS • Situated Learning (Brown, 1998) • Principles of Adult Learning (Knowles, 1985) • Leading Change (Kotter, 1990) KOTTER’S FRAMEWORK - I • Establish a sense of urgency – Sources of complacency must be minimized in order for change to occur. • Form a guiding coalition – A powerful team is required to implement and sustain the process. • Create a vision – Vision clarifies the direction of the change and helps to both motivate and align key players. • Communicate the vision – Those involved in the change must have a common understanding of its goals and direction. KOTTER’S FRAMEWORK - II • Empower others to act on the vision – Change requires the efforts of many • Generate short-term wins – Short-term wins help to fine-tune the vision, reinforce efforts taken, and build momentum. • Consolidate gains and produce more change – It is essential to consolidate gains and sometimes produce “more change” as resistance to change can undermine early success. • Anchor new approaches in the culture – New approaches must be institutionalized in the culture to assure transformation. SMALL GROUP WORK • Designing a FACDEV program – Targeting Teachers’ Needs – Targeting the Organizational Culture • Overcoming Common Challenges DESIGNING A FACDEV PROGRAM - I Who is your AUDIENCE? What are your GOALS & OBJECTIVES for this FACDEV activity/program? What are their NEEDS? What KEY CONTENT do you wish to transmit? What FACDEV FORMAT & METHODS will you use? What FACDEV CHALLENGES do you foresee? How will you overcome these CHALLENGES? What RESOURCES (e.g. speakers; materials) will you need? How will you ensure FOLLOW-UP? ADDITIONAL NOTES RE: IMPLEMENTATION DESIGNING A FACDEV PROGRAM - II 1 Establish a Sense of Urgency 2 Form a Guiding Coalition 3 Create a Vision 4 Communicate the Vision 5 Empower Others to Act on the Vision 6 Generate Short-Term Wins 7 Consolidate Gains and Produce More Change 8 Anchor the Change in the Culture CONCLUDING THOUGHTS - I • Define core concepts • Provide conceptual frameworks • Enable experiential learning • Promote application to own setting • Start with a focus on teaching • Coordinate with other FACDEV initiatives • Remember that role modeling is one of the key methods for teaching & learning... • CONCLUDING THOUGHTS - II • Consider models of change... • Work on the informal and hidden curricula • Acquire necessary resources • Bring about change at the systems level... “The greatest difficulty in life is to make knowledge effective, to convert it into practical wisdom.” -Sir William Osler “It goes without saying that no man can teach successfully who is not at the same time a student.” - Sir William Osler THANK YOU!