Advanced Teaching Skills
Advanced Teaching Skills
Advanced Teaching Skills
In this chapter, we provide an overview of relevant and therapeutic plan. The Educator researches the evidence
teaching theories, highlight potential obstacles to teaching, behind clinical practice with the goal of improving manage-
and provide effective and time-efficient techniques to im- ment. Although not developed for anesthesiology, RIME aids
prove teaching while not compromising quality of care. in assessing the learner’s progress.
Example: A resident who provides all the data without any
prioritization by ‘‘just reading’’ the preoperative note (pre-
CURRENT AND RELEVANT EDUCATIONAL pared by someone else), and without integrating the data, is a
MODELS ‘‘reporter.’’ To facilitate development to the next level, it is
Four educational models are particularly relevant to the edu- essential to encourage the resident to focus on data relevant to
cator-anesthesiologist: Adult Learning Theory, the RIME the particular patient’s anesthetic management in a mean-
framework, the Dreyfus and Dreyfus model, and Milestones. ingful and cohesive way, emphasizing clinical judgment.
Direct the learner to embrace independent learning. The learner’s presentations become more focused and
Example: Rather than just lecture, the educator should condensed, that is, only pertinent data are presented.
provide educational materials and encouragement to The learner recognizes that many clinical presentations are
read independently. ‘‘copies’’ of those of previous patients and can be diagnosed
Utilize the learner’s interest in knowledge with practical and treated quickly, efficiently, and safely without consult-
relevance. Example: Concentrate on information rele- ing textbooks, simply by using pattern recognition.
vant to current patient care, demonstrating the practi- The learner develops his/her own idiosyncratic techniques on
cality of such knowledge. how individual diseases present, are diagnosed, and are
Create a respectful learning environment and treat the treated (i.e., ‘‘own anesthesia techniques’’ or ‘‘illness scripts’’).
adult learner as a colleague. Example: Solicit learner The learner develops the ability to prioritize and see the
opinions based on acquired knowledge and experience, ‘‘big picture.’’
and integrate them into the care plan when appropriate.
Using the analogy of a dancer, the beginner consciously
The essence of Adult Learning Theory could be summa- repeats a pattern of ‘‘left foot, right foot, left foot’’ based
rized in one sentence: ‘‘There will be no teaching today—just on a ‘‘textbook,’’ whereas an intermediate dancer begins to
learning!’’ It is less important how much teaching took place monitor only the more difficult steps, and an experienced
(duration of teaching) and more important how much was dancer can dance for hours on a sort of intuitive, subcon-
actually learned (‘‘productivity’’ of teaching). scious ‘‘autopilot.’’ Ultimately, each dancer uses his/her
own moves when it comes to expressing the music.
Table 1. Dreyfus and Dreyfus Model: Stages of By helping the educator and learner alike to
Learning Development
better define the progression from novice
Training
Stage Development Issues Level learner to master, Milestones facilitate
Novice May not see the ‘‘big picture’’ Intern or monitoring of a learner’s progress.
Difficulty prioritizing clinical information medical
student
Uses the analytical, textbook approach
All current educational models agree on the importance of
Advanced Recognizes recurrent clinical Junior encouraging the learner to focus on clinical judgment
beginner presentations resident
rather than on repeating ‘‘the facts’’ (as commonly happens
Recognizes that clinical presentations can during the daily preoperative presentation).2,15,16 To op-
be managed without ‘‘textbook’’
timize the educational experience in the time-limited OR
Starts to use pattern-recognition
approach
environment, the educator should1,2,15–19:
Learns to prioritize, develop own clinical
preferences
Identify the level of the learner, for example, by asking
the resident to reason about the case and gaining insight
Competent Develops illness transcripts and relies on Senior
pattern recognition (most cases) resident into his/her knowledge level.
Assist the learner’s transition from gatherer of data (e.g.,
Understands and acknowledges personal
responsibility for clinical decision- a resident who is ‘‘just reading’’ the preoperative
making anesthesia note) to interpreter and decision-maker
May desire to stay longer and follow up on (e.g., encouraging the resident to focus on clinical
the patient’s progress judgment, with simple questions such as: ‘‘What is the
Proficient Strong intuitive sense Fellow or ASA classification?’’ ‘‘Why does the patient need the
Capable of handling evolving situations Junior operation at this time?’’ ‘‘Does the patient have a
attending
Learning limitations and when to call for difficult airway—yes or no?’’)
help Encourage reading, promoting conceptualization over
Expert Uses pattern recognition for most cases Midlevel memorization.
learner Is able to identify cases that require attending Provide learners with opportunities to share knowledge
further analysis to assess their breadth of understanding (e.g., by asking:
Easily falls into ‘‘autopilot’’ ‘‘So, what did you do yesterday? Last month?’’)
Master Reflects on individual patient cases Senior
Facilitate the change from analytical to intuitive (pattern
learner attending recognition) (e.g., by consciously reducing the time for
Determines how to better the overall
clinical practice of the field ‘‘analytical thinking’’ and only allowing time for
Clinical exposure to patients forces the novice to progress through stages intuitive decisions).
wherein s/he begins to understand situational aspects, learns to recognize Promote reevaluation of clinical decision-making and
clinical patterns, and develops an approach based on experience-based pattern
recognition that is intuitive and uses idiosyncratic ‘‘my-own-anesthesia’’ self-reflection.
techniques. This flexible and intuitive approach ultimately replaces the originally
inflexible, analytical, textbook-based and rule-based approach.5,6,12 Adapted
from Bhave and Brzezinski.2
Performs patient assessments Performs postanesthetic assessment Identifies and manages Identifies and Independently
and identifies complications to identify complications of perianesthetic complications manages all identifies and
associated with patient care; anesthetic care; begins initial unique to subspecialty or medically perianesthetic manages all
begins initial management of management of perianesthetic complex patients, and requests complications with perianesthetic
complications with direct complications with direct appropriate consultations with conditional complications
supervision supervision indirect supervision independence
Example of Anesthesiology Milestones (ACGME report worksheet) for Patient Care 4: ‘‘Management of Perianesthetic Complications.’’ The milestones demonstrate the
increasing level of competence (learner’s progress).13
From Schartel SA, Kuhn C, Culley DJ, Wood M, Cohen N. Development of the anesthesiology educational milestones. J Grad Med Educ 2014; 6(suppl 1):12–14. Reproduced
with permission. Copyright Journal of Graduate Medical Education.13 (Italics added.)
complishes two goals.20–22 First, it reduces the time required doing this, the teacher will ultimately pinpoint sound,
for OR teaching, as a significant amount of time is frequently reasonable, and achievable learning goals.
spent on unintentionally teaching what the learner already
knows or is not ready for, or what the faculty likes to teach
independent of the case at hand. Second, it increases teaching Step 2: Teach Only the Identified Needs
productivity by focusing the limited OR teaching time on Once the specific learner’s needs have been identified,
deficits only. We will review strategies for each step. teaching should address those needs only. There are five
well-established, time-efficient, and effective teaching
Step 1: Identify the Learning Needs of the Particular methods that promote high-value skills essential for
Resident
Two time-tested tools effectively identify learning needs:
asking questions and observing the learner. Asking ques- Table 3. Examples of Questions Assessing the
Learning Needs of a Resident
tions is a quick and effective way to assess learning needs
and identify where deficiencies exist (Table 3). Observation What Is the Resident’s: Suggested Approach/Questions
can be performed efficiently anywhere and anytime. It ef-
fectively identifies needs across all domains, including in- Level of experience with the The goal is to establish whether the
particular procedure? resident understands the two or three
terpersonal interactions, knowledge, and technical skills. crucial aspects of the particular
Most faculty members unconsciously use both tech- procedure to provide safe anesthesia
niques already, but do not identify that this is vital to the Has the learner done this surgery
educational process. If the learner is not included and is before? Will the resident be able to
unaware that these techniques are part of the teaching set up the room? Is s/he familiar
with diluting and dosing particular
process, however, he/she could perceive questions and ob- medications?
servation in a negative way.2 For example,
Level of knowledge? Simple, uncomplicated questions can
be a powerful tool to identify what
Simple observation by the attending could have a should be taught:
counterproductive effect by making the resident think How does heparin work?
‘‘Is my attending going to take the procedure away from
Why ACT and not PTT?
me?’’ or ‘‘I must be doing something wrong! Why is he
What are the key aspects of PFT?
watching me?’’ Similarly,
Well-meant questions, like ‘‘Did you give the patient the How do you calculate SVR?
entire 250 micrograms of fentanyl?’’ can be perceived Level of clinical skills? How many times have you done this
procedure before?
negatively by the learner. He/she may begin wondering,
‘‘Did I do something wrong? Wasn’t I supposed to do it? Who was your staff and what was your
approach? (Given that we all are
Why is she micromanaging me?’’ idiosyncratic, clarifying the
difference between your and other
In the examples, ‘‘undisclosed’’ teaching and ‘‘unsolicited’’ attending’s preferences might
feedback create dissonance. Questions and observations prevent negative interactions later.)
should instead be ‘‘disclosed’’ as an educational activity.2 Clinical judgment? What are the issues we should focus
on in this patient?
Building on this critical foundation, the educator needs
to determine the learning goals: (1) identify the one to three How can we induce this patient with
aortic valve stenosis safely?
‘‘clinical pearls’’ of the procedure at hand; (2) compare
ACT ¼ activated clotting time; PFT ¼ pulmonary function test; PTT ¼ partial
them with the identified learning needs; and (3) distill out thromboplastin time; SVR ¼ systemic vascular resistance.
what teaching is feasible during that particular case. By
On arrival, the attending resists the temptation to tell the ‘‘Activated’’ Demonstration Model. This model ef-
resident what she believes is going on. Instead, Dr. fectively addresses deficits in technical skills identified
Notime asks the resident: ‘‘What do you think is going during observation. In the ‘‘Activated’’ Demonstration
on?’’ and obtains a clear commitment (Step 1). model,22 the learner observes the master clinician. A few
She then follows up with few additional questions, like critical steps make it an effective teaching tool:
‘‘What led you to this conclusion?’’ ‘‘What would you
like to do for the patient?’’ (Step 2). (1) The educator has to make it clear that this is an
Dr. Notime then takes 1 or 2 minutes to teach a general educational activity. No procedure will be taken away
principle, such as ‘‘This looks like pulmonary embolism. from the learner.
The classic features of PE arey’’ (Step 3). (2) The expert has to tell the learner what to focus on. This
Dr. Notime concludes with a brief feedback (Step 4). is a key step!
(3) Following the demonstration, the teacher has to
The Think Aloud Approach. Sometimes the resident ‘‘activate’’ the learner by asking her/him to clearly
does not fully understand clinical decisions made ‘‘in the heat describe what s/he has observed in order to verify that
of battle.’’ There is often limited time to discuss decisions in s/he ‘‘got the teaching point.’’
the OR. Sometimes, intuitive decisions may be explained by (4) Subsequently, if time permits, the resident is offered an
saying: ‘‘It just seems like the right thing to do.’’ Un- opportunity to repeat the just demonstrated activity to
fortunately, this is not enlightening for the resident. reemphasize the teaching point.
The Think Aloud approach28,29 turns this deficit into a (5) Brief feedback concludes the ‘‘Activated’’ demonstra-
meaningful educational experience. Here, the expert re- tion.
Example: Dr. Notime has identified a problem with Dr. discussion. Although most clinician-educators use this tech-
Workhard’s mask ventilation. So, Dr. Notime: nique with regularity, there are ways to make it more time-
efficient and maximize learning productivity.2
Explains to the learner, before the next mask ventilation,
that she will demonstrate one potential technique that (1) The first step is to divide the deficits into urgent or
could optimize Dr. Workhard’s approach to mask nonurgent:
ventilation (i.e., she is putting this activity in an Urgent needs refer to deficits that, if not corrected,
educational context). could lead to endangering patients. Lack of
She then asks the resident to focus only on how she experience is a typical example of an urgent
positions the patient’s head and holds the mask. learning need.
Following a 1- to 2-minute demonstration, Dr. Notime Example: The attending, Dr. Notime, is manag-
‘‘activates’’ the resident by asking him to describe what ing a case in which the surgeon is going to inject
he observed in order to verify that he ‘‘got the teaching epinephrine nasally, and the resident has only a
point.’’ rudimentary understanding of potential compli-
Following this, Dr. Notime offers the resident an cations. Therefore, correcting this deficit is
opportunity to perform mask ventilation and incorpo- urgent—she needs to talk to the resident
rate the new technique. ASAP.
Finally, at a later time point after the intubation (when Dr. Notime: ‘‘The ENT surgeon is going to
things have quieted down), Dr. Notime provides brief, inject epinephrine nasally. Let’s review
constructive feedback. potential complications and manage-
ment.’’
Notably, ‘‘activated’’ demonstration can also be used to There are many nonurgent needs, including knowl-
teach difficult conversations, such as end of life, DNR, edge needs. For example, it is unlikely that the
death, medical error, or communication with other col- patient’s care will be impacted if the resident does
leagues. not know about the molecular effect of epinephrine.
Thus, this learning need can be covered at any time,
The Aunt Minnie Model. This technique effectively especially when things have calmed down in the
teaches pattern recognition. If developed today, it would be case.
called ‘‘Snap Judgment’’ or ‘‘Blink’’—but it was established in Dr. Notime: ‘‘You mentioned earlier that
the 1940s by a radiologist at the University of Cincinnati and you would like to learn more about how
is called the Aunt Minnie model. The model uses the premise epinephrine works at the molecular level.
‘‘A case with radiologic findings so specific and compelling Would this be a good time to go over that
that no realistic differential diagnosis exists’’ to establish the topic or should we do it later?’’
principle that if someone walks like Aunt Minnie, talks like (2) Get buy-in from the learner, that is, disclose that this
Aunt Minnie, and looks like Aunt Minnie, then it’s Aunt activity has educational value.
Minnie!30–32 Although not developed specifically for (3) Secure the learner’s undivided attention. One well-
anesthesiology, the model promotes rapid pattern recognition. established way to do this is by taking over the case
Example 1. Attending: ‘‘What is this?’’ (and saying this out loud) so that the learner can focus
fully on learning.
(4) Focus on ‘‘clinical pearls’’ in the context of the current
patient.
(5) Limit teaching to the learner’s needs only; also, limit
teaching time to 10 to 15 minutes per ‘‘episode.’’
Limiting teaching time during clinical care will
enable the learner to remain engaged in care of the
patient, an activity that is of prime interest for the
resident.
negatively—the resident simply may not like it, even if 8. Knowles MS: The Modern Practice of Adult Education From
s/he is aware of the educational value.38,42,48 Pedagogy to Andragogy. New York: Cambridge, The Adult Educa-
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