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Goal Setting and Self Assessment: Teaching Lifelong Learning Skills. Stacy Potts, MD Allison Hargreaves, MD. Objectives. By to the end of the session, participants will be able to: Describe SMART goal setting techniques in clinical education settings

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Goal setting and self assessment teaching lifelong learning skills

Goal Setting and Self Assessment: Teaching Lifelong Learning Skills

Stacy Potts, MD

Allison Hargreaves, MD


Objectives
Objectives

By to the end of the session, participants will be able to:

  • Describe SMART goal setting techniques in clinical education settings

  • List practical methods for teaching lifelong learning strategies

  • Formulate a plan to incorporate goal setting and learner self assessment into clinical teaching


Background
Background

  • Self assessment and self-directed lifelong learning are essential to medical practice

  • Knowledge doubles every 3 to 10 years

  • Medical trials rose from 500 to 10,000 in the last two decades of the 20th century

  • Ability to engage in lifelong self-directed learning is the single most important competence


Integrated competency diagram h bell
Integrated Competency Diagram (H. Bell)

Medical

Knowledge

Patient Care

Professionalism

Interpersonal

and

Communication

Skills

System-based

Practice

Practice-based

Learning


Integrated competency diagram
Integrated Competency Diagram

Patient Care

Medical

Knowledge

Interpersonal

and

Communication

Skills

Practice-based Learning

Professionalism

System-based Practice


Practice based learning and improvement

Residents must demonstrate the ability to investigate and evaluate their care of patients, to appraise and assimilate scientific evidence, and to continuously improve patient care based on constant self-evaluation and life-long learning.

Practice Based Learning and Improvement


Lifelong learning
Lifelong Learning evaluate their care of patients, to appraise and assimilate scientific evidence, and to continuously improve patient care based on

  • Continuous

  • Supportive

  • Stimulating and empowering

  • Incorporating knowledge, values, skills, and understanding

  • Spanning a lifetime

  • Applied

  • Incorporating confidence


"The hardest conviction to get into the mind of a beginner is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation." - William Osler


Experiential learning
Experiential Learning is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

Kolb

Learning

Cycle

Observed Behaviors

Concrete Experience

What?

Active

Experimentation

Reflective Observation

So what?

Now what?

Abstract

Conceptualization

Private Learning Process


Goal setting
Goal Setting is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

Individual + Motivation = Commitment

  • Active participation includes:

    • Defining the accomplishment

    • Determining the specific, measurable outcomes

    • Creating the timeline

    • Identifying the necessary resources


Collaborative goal setting
Collaborative Goal Setting is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Discussion

  • Compromise

  • Agreement

  • Bottom Up Goal Setting


Goal creation
Goal Creation is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Identify opportunities for goals

  • Write goal statements

  • Develop goals

  • Formulate action plans


Goal types
Goal Types is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Essential goals

  • Problem-solving goals

  • Innovative goals


Smarter goal writing
SMARTER Goal Writing is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Specific

  • Measurable

  • Action-Oriented

  • Realistic

  • Time- and resource-constrained

  • Energizing

  • Relevant


Goal setting opportunities
Goal Setting Opportunities is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Specific learning interaction

  • Rotation specific

  • Advising meetings

  • Semi Annual Reviews

  • Portfolio development and review


Specific learning interaction
Specific Learning Interaction is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Discuss learner’s past experiences

  • Discuss expectations

  • Develop goals for interaction

  • Provide feedback

  • Develop next steps


Rotation specific
Rotation Specific is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Initial meeting to discuss goals

    • Include inquiry of past experiences

    • Co-identify needs

    • Document goals and action steps

  • Mid rotation feedback

    • Review current experiences and progress towards goals

    • Consider resources

    • Adjust goals as necessary

  • End of rotation feedback

    • Reassess progress towards goals

    • Develop next steps


Advising meetings
Advising Meetings is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Regular, scheduled meetings with

    pre-identified agenda

  • Long(er) term goal setting

  • Calibration of self assessment

  • Identifying resources

  • Develop next steps (for both learner and advisor)


Semi annual review
Semi Annual Review is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Pre-meeting preparation

    • Self Assessment

    • Goal setting

    • Stage of training guided

  • Calibrate self assessment

  • Review of goals

    • Develop into SMARTER goals

    • Discuss resources to meet goals

    • Develop next steps


Portfolio based learning
Portfolio-based Learning is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Values past learning and experience

  • Recognizes learners ability to learn and act independently

  • Centrality of reflection to the learning process

  • Allows meaningful links between experiences

    Challis 1999


Portfolio spectrum
Portfolio Spectrum is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

Teacher Centered

Teacher Driven

Mixed Model

Teacher and Learner Collaboration

Learner Centered

Learner Driven

Learner completely in control of design and content

Little or no learner involvement


Mixed model
Mixed Model is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

Administration Driven

  • Biographic data*

    • Test scores

    • Picture

  • Evaluations*

  • Documents

    • Written evals/OSCEs

    • Chart reviews

    • Precepting summaries

  • Procedure logs*

  • Conference attendance*

Resident Driven

  • Reflections

  • Presentations

  • Community activities

  • Committee involvement

  • Projects

    * Automatic from EValue Data


Purpose
Purpose is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Development of Skills in:

    • Goal Setting

    • Self Reflection

    • Self Assessment

    • Lifelong learning

  • Development of Advising System which:

    • Focuses on Whole Learner

      (Past, Present, and Future)

    • Accesses Resources

      (About learner, for learner)


Calibrating the self assessment
Calibrating the Self Assessment is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Reviewing self assessment

    • Strengths

    • Opportunities for improvement

  • Reviewing external evaluator’s assessment

  • Building upon themes

  • Reconciling incongruence


Collaborative goal setting1
Collaborative Goal Setting is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Negotiate priorities

  • Develop action steps

  • Develop follow up plan

  • FOLLOW UP


Self reflection
Self Reflection is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

What?

So what?

Now what?


Achieving goals
Achieving Goals is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Implement the plan

  • Monitor Progress

  • Revise Objectives

  • Restart the cycle


Take home
Take Home is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Set a goal for incorporating goal setting into your home learning environment

    • Make it:

      • Specific

      • Measurable

      • Action Oriented

      • Realistic

      • Time and Resource Constrained

      • Energizing

      • Relevant


References
References is that the education upon which he is engaged is not a college course, not a medical course, but a life course, for which the work of a few years under teachers is but a preparation."

  • Rouillard L. Goals and Goal Setting. 3rd edition. Oklahoma City, OK: Crisp Learning; 2003.

  • Westberg J and Jason H. Fostering Learner’s Reflection and Self-Assessment. Fam Med 1994; 26:278-82.


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