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Co-Debriefing for Simulation-based Education:
Strategies for Success
Adam Cheng1,2, Traci Robinson1, Helen Catena1, Wendy
Bissett1, James Huffman1, Jon Duff3, Walter Eppich4, Jenny
Rudolph5, Janice Palaganas5, Kate Morse6, Jose Maestre
Alonso7
1KidSim Simulation Program, University of Calgary
Alberta Children’s Hospital
2The Royal College of Physicians and Surgeons
of Canada
3Stollery Children’s Hospital
4Northwestern University Feinberg School of Medicine,
Ann & Robert H. Lurie Children’s Hospital of Chicago
5Center for Medical Simulation, Harvard University
6Drexel University
7Hospital Virtual Valdecilla
Objectives
• Describe common challenges
associated with co-debriefing
• Identify, practice and apply
proactive and reactive
strategies for effective co-
debriefing
Workshop Outline
x2
5 min
5 min
40 min 40 min
Debriefing
• Feedback and debriefing
an essential component of
simulation-based
education1,2
• What about co-debriefing?
– No studies3
– No described methodology
1Issenberg et al. 2005
2McGaghie et al. 2010
3Cheng et al. 2014
What does Co-Debriefing
mean to you?
Co-Debriefing
• Defined as a debriefing
that is co-facilitated by 2
or more educators
• Educators: may be from
the same or different
profession / discipline
Goal: Educators work together to manage
the flow and content of discussion in an
integrated and fluid fashion to promote
effective learning
Benefits of Co-facilitation
• Larger pool of expertise
• Diverse viewpoints
• Cross monitoring
• Complementary styles
• Mutual support for
challenging situations
• Faculty development
• Model effective teamwork
Cheng A, Palaganas J, Rudolph J, Eppich W, Robinson T, Grant V. Co-debriefing for Simulation-
based Education – A Primer for Facilitators. Simulation in Healthcare, In Press
Case
• Septic Shock : 5 year old with fever
• Learning Objectives
– Demonstrate effective management of septic shock
– Demonstrate effective team dynamics
Debriefing
• 2 nurses, respiratory therapist, attending ER physician,
resident doctor
• 1 MD facilitator, 1 nurse facilitator
Challenges?
Common Challenges
• Lack of knowledge of learning objectives (and how they
relate to various professions)
• Facilitators have different personal agendas
• Facilitator expertise is not optimally used
• Interruptions / hijacking train of thought
• One facilitator dominates discussion
• One facilitator speaks directly/only to learners from one
profession
• Open disagreement between facilitators
Cheng et al, Simul Healthc
In Press
Failure to recognize and address
challenges  discordance, power
struggle
Apply Structure
How do new
approaches to
co-debriefing
fit within
PEARLS?
Eppich et al, Simul Healthc
In Press
REACTIONS
DESCRIPTION
SUMMARY
Provide Information
(Directive Feedback and Teaching)
Discussion and
Teaching
May shorten if learners
appear to have a shared
understanding of case
Reactions
Phase
Eppich & Cheng
Were All Learning Objectives Covered?
YES
Application / Summary
Educator GuidedLearner Guided
NO
L
ANALYSIS
1. How much time do you have?
ASK: 2. Is the rationale evident?
3. What is the content area?
Shorter Time
+ Rationale
Content: Technical/
Cognitive
Select Learning Objective
Less Time; Poor Learner Insight
Educator Guided: Teaching
More Time; Good Learner Insight
Learner Guided: Discussion
RevisitLearningObjectives
Description
Phase
Select Strategy
Learner
Self-Assessment
Focused Facilitation
(e.g. Advocacy-Inquiry,
Guided Team Self-Correction)
Learner Generates
Objectives
(+/D)
Analyze
Performance related
to Objective
Less Time
+/- Rationale
Content: Undefined
More Time
- Rationale
Content: Cognitive/
Behavioral
Learners may reveal key
areas that are important
to them
Facilitator A
Facilitator A
Follow the
Leader
Facilitator A or B
REACTIONS
DESCRIPTION
SUMMARY
Provide Information
(Directive Feedback and Teaching)
Discussion and
Teaching
May shorten if learners
appear to have a shared
understanding of case
Reactions
Phase
Eppich & Cheng
Were All Learning Objectives Covered?
YES
Application / Summary
Educator GuidedLearner Guided
NO
L
ANALYSIS
1. How much time do you have?
ASK: 2. Is the rationale evident?
3. What is the content area?
Shorter Time
+ Rationale
Content: Technical/
Cognitive
Select Learning Objective
Less Time; Poor Learner Insight
Educator Guided: Teaching
More Time; Good Learner Insight
Learner Guided: Discussion
RevisitLearningObjectives
Description
Phase
Select Strategy
Learner
Self-Assessment
Focused Facilitation
(e.g. Advocacy-Inquiry,
Guided Team Self-Correction)
Learner Generates
Objectives
(+/D)
Analyze
Performance related
to Objective
Less Time
+/- Rationale
Content: Undefined
More Time
- Rationale
Content: Cognitive/
Behavioral
Learners may reveal key
areas that are important
to them
Divide and
Conquer
Ping Pong
Questions?
Pre-
Debriefing
Debriefing
Post-
Debriefing
• Post-Debriefing
Huddle
• Facilitator pre-
briefin
g
• Se ng the stage
for the learners
• Post-simula on
touch-point
• Non-verbal
communica on
• Listen, observe, reflect
• Open nego a on
• Previewing
• Open nego a on
• Pulse check
• Post-Debriefing
Huddle
Proac ve
Strategies
Reac ve
Strategies
Cheng et al, Simul Healthc
In Press
Proactive Strategies
Permissible Interruptions
• Verbally request or
provide permission to
speak
Deliberate Transitions
• Use preview statement to
signal change in topic
Proactive Strategies
Facilitator Prebrief
• Clarifying roles
• Ground rules
• Clinical / educational
expertise
• Learning objectives
• Personal agendas
• Debriefing roles and
methodology
• Codebriefing approach
Proactive Strategies
Post-Sim Touchpoint
• Run scenario in “steady
state” for last 1-2 minutes
• Discuss observations
Setting the Stage for Learners
• Role of multiple facilitators,
background, expertise
Pre-
Debriefing
Debriefing
Post-
Debriefing
• Post-Debriefing
Huddle
• Facilitator pre-
briefin
g
• Se ng the stage
for the learners
• Post-simula on
touch-point
• Non-verbal
communica on
• Listen, observe, reflect
• Open nego a on
• Previewing
• Open nego a on
• Pulse check
• Post-Debriefing
Huddle
Proac ve
Strategies
Reac ve
Strategies
Proactive Strategies
Non-verbal
communication
• Position yourself
• Make frequent eye contact
Previewing
• Verbalize intent to
transition to next topic,
solicit input
Proactive Strategies
Listen, Observe, Reflect
• Listen to discussion, observe
body language, reflect on
optimal time to engage
• Ask:
– “Will I be interrupting a line of
questioning if I speak now?”
– “Has the current topic of discussion
been brought to a close?
– “Will my contribution help to address
the issue at hand?”
Proactive Strategies
Open Negotiation
• Promotes transparent
communication between
facilitators
• A. Share train of thought
• B. Share reasoning
• C. Inquire about alternate
course of action
Case
• Infant with increased intracranial pressure
• Requiring intubation and management of ICP
Exercise
• Conduct a facilitator pre-briefing
• Select a co-debriefing approach
• Conduct a debriefing with your co-facilitator and utilize proactive
strategies
Applying Proactive Strategies
Small Group Exercise – 15 minutes
Discussion
Reactive Strategies
Open Negotiation
• A. Name they dynamic
• B. Normalize
• C. Generalize
• D. Engage learners to
identify solution
Reactive Strategies
Pulse Check
• Clarify understanding with
“neglected” learner group
– “I am wondering if I can take a
moment to clarify….”
• Check in with learners when one
facilitator is dominating
– “I wondering if we can press the
pause button for a moment to see
how this is resonating with the
learners…”
Case
• Adult with cardiac arrest
• Learners fail to detect pulselessness
Debriefing
• 2 facilitators: lead facilitator (ER doctor), associate facilitator (ICU
doctor)
• Learners: pediatric resident, inpatient nurse
Applying Reactive Strategies
• You will play the role of the associate / co-facilitator (ICU doctor)
• Apply open negotiation and/or pulse check to manage conflict with
your co-facilitator
Exercise
Small Group Exercise – 15 minutes
Pre-
Debriefing
Debriefing
Post-
Debriefing
• Post-Debriefing
Huddle
• Facilitator pre-
briefin
g
• Se ng the stage
for the learners
• Post-simula on
touch-point
• Non-verbal
communica on
• Listen, observe, reflect
• Open nego a on
• Previewing
• Open nego a on
• Pulse check
• Post-Debriefing
Huddle
Proac ve
Strategies
Reac ve
Strategies
Post-Debriefing Huddle
Facilitator Huddle
• Any issues? (discuss examples)
• Simulation scenario
• Co-debriefing approach
• Rules of engagement
Take Home Messages
• Codebriefing is often
accompanied by
challenges
• Proactive and reactive
strategies can help
facilitators overcome
these common
challenges
Acknowledgements
• Vincent Grant, James Huffman,
Jon Duff, Wendy Bissett, Helen
Catena, Traci Robinson, Ping
Chen, James Leung, Jennifer
Davidson, Kevin Murray (KidSim
Team)
• Elaine Sigalet (Sidra)
on

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Co-debriefing workshop

  • 1. Co-Debriefing for Simulation-based Education: Strategies for Success Adam Cheng1,2, Traci Robinson1, Helen Catena1, Wendy Bissett1, James Huffman1, Jon Duff3, Walter Eppich4, Jenny Rudolph5, Janice Palaganas5, Kate Morse6, Jose Maestre Alonso7 1KidSim Simulation Program, University of Calgary Alberta Children’s Hospital 2The Royal College of Physicians and Surgeons of Canada 3Stollery Children’s Hospital 4Northwestern University Feinberg School of Medicine, Ann & Robert H. Lurie Children’s Hospital of Chicago 5Center for Medical Simulation, Harvard University 6Drexel University 7Hospital Virtual Valdecilla
  • 2. Objectives • Describe common challenges associated with co-debriefing • Identify, practice and apply proactive and reactive strategies for effective co- debriefing
  • 3. Workshop Outline x2 5 min 5 min 40 min 40 min
  • 4. Debriefing • Feedback and debriefing an essential component of simulation-based education1,2 • What about co-debriefing? – No studies3 – No described methodology 1Issenberg et al. 2005 2McGaghie et al. 2010 3Cheng et al. 2014
  • 6. Co-Debriefing • Defined as a debriefing that is co-facilitated by 2 or more educators • Educators: may be from the same or different profession / discipline Goal: Educators work together to manage the flow and content of discussion in an integrated and fluid fashion to promote effective learning
  • 7. Benefits of Co-facilitation • Larger pool of expertise • Diverse viewpoints • Cross monitoring • Complementary styles • Mutual support for challenging situations • Faculty development • Model effective teamwork Cheng A, Palaganas J, Rudolph J, Eppich W, Robinson T, Grant V. Co-debriefing for Simulation- based Education – A Primer for Facilitators. Simulation in Healthcare, In Press
  • 8. Case • Septic Shock : 5 year old with fever • Learning Objectives – Demonstrate effective management of septic shock – Demonstrate effective team dynamics Debriefing • 2 nurses, respiratory therapist, attending ER physician, resident doctor • 1 MD facilitator, 1 nurse facilitator
  • 10. Common Challenges • Lack of knowledge of learning objectives (and how they relate to various professions) • Facilitators have different personal agendas • Facilitator expertise is not optimally used • Interruptions / hijacking train of thought • One facilitator dominates discussion • One facilitator speaks directly/only to learners from one profession • Open disagreement between facilitators Cheng et al, Simul Healthc In Press
  • 11. Failure to recognize and address challenges  discordance, power struggle
  • 12.
  • 14. How do new approaches to co-debriefing fit within PEARLS? Eppich et al, Simul Healthc In Press REACTIONS DESCRIPTION SUMMARY Provide Information (Directive Feedback and Teaching) Discussion and Teaching May shorten if learners appear to have a shared understanding of case Reactions Phase Eppich & Cheng Were All Learning Objectives Covered? YES Application / Summary Educator GuidedLearner Guided NO L ANALYSIS 1. How much time do you have? ASK: 2. Is the rationale evident? 3. What is the content area? Shorter Time + Rationale Content: Technical/ Cognitive Select Learning Objective Less Time; Poor Learner Insight Educator Guided: Teaching More Time; Good Learner Insight Learner Guided: Discussion RevisitLearningObjectives Description Phase Select Strategy Learner Self-Assessment Focused Facilitation (e.g. Advocacy-Inquiry, Guided Team Self-Correction) Learner Generates Objectives (+/D) Analyze Performance related to Objective Less Time +/- Rationale Content: Undefined More Time - Rationale Content: Cognitive/ Behavioral Learners may reveal key areas that are important to them
  • 15. Facilitator A Facilitator A Follow the Leader Facilitator A or B REACTIONS DESCRIPTION SUMMARY Provide Information (Directive Feedback and Teaching) Discussion and Teaching May shorten if learners appear to have a shared understanding of case Reactions Phase Eppich & Cheng Were All Learning Objectives Covered? YES Application / Summary Educator GuidedLearner Guided NO L ANALYSIS 1. How much time do you have? ASK: 2. Is the rationale evident? 3. What is the content area? Shorter Time + Rationale Content: Technical/ Cognitive Select Learning Objective Less Time; Poor Learner Insight Educator Guided: Teaching More Time; Good Learner Insight Learner Guided: Discussion RevisitLearningObjectives Description Phase Select Strategy Learner Self-Assessment Focused Facilitation (e.g. Advocacy-Inquiry, Guided Team Self-Correction) Learner Generates Objectives (+/D) Analyze Performance related to Objective Less Time +/- Rationale Content: Undefined More Time - Rationale Content: Cognitive/ Behavioral Learners may reveal key areas that are important to them Divide and Conquer Ping Pong
  • 17.
  • 18. Pre- Debriefing Debriefing Post- Debriefing • Post-Debriefing Huddle • Facilitator pre- briefin g • Se ng the stage for the learners • Post-simula on touch-point • Non-verbal communica on • Listen, observe, reflect • Open nego a on • Previewing • Open nego a on • Pulse check • Post-Debriefing Huddle Proac ve Strategies Reac ve Strategies Cheng et al, Simul Healthc In Press
  • 19. Proactive Strategies Permissible Interruptions • Verbally request or provide permission to speak Deliberate Transitions • Use preview statement to signal change in topic
  • 20. Proactive Strategies Facilitator Prebrief • Clarifying roles • Ground rules • Clinical / educational expertise • Learning objectives • Personal agendas • Debriefing roles and methodology • Codebriefing approach
  • 21. Proactive Strategies Post-Sim Touchpoint • Run scenario in “steady state” for last 1-2 minutes • Discuss observations Setting the Stage for Learners • Role of multiple facilitators, background, expertise
  • 22. Pre- Debriefing Debriefing Post- Debriefing • Post-Debriefing Huddle • Facilitator pre- briefin g • Se ng the stage for the learners • Post-simula on touch-point • Non-verbal communica on • Listen, observe, reflect • Open nego a on • Previewing • Open nego a on • Pulse check • Post-Debriefing Huddle Proac ve Strategies Reac ve Strategies
  • 23. Proactive Strategies Non-verbal communication • Position yourself • Make frequent eye contact Previewing • Verbalize intent to transition to next topic, solicit input
  • 24. Proactive Strategies Listen, Observe, Reflect • Listen to discussion, observe body language, reflect on optimal time to engage • Ask: – “Will I be interrupting a line of questioning if I speak now?” – “Has the current topic of discussion been brought to a close? – “Will my contribution help to address the issue at hand?”
  • 25. Proactive Strategies Open Negotiation • Promotes transparent communication between facilitators • A. Share train of thought • B. Share reasoning • C. Inquire about alternate course of action
  • 26. Case • Infant with increased intracranial pressure • Requiring intubation and management of ICP Exercise • Conduct a facilitator pre-briefing • Select a co-debriefing approach • Conduct a debriefing with your co-facilitator and utilize proactive strategies Applying Proactive Strategies Small Group Exercise – 15 minutes
  • 28. Reactive Strategies Open Negotiation • A. Name they dynamic • B. Normalize • C. Generalize • D. Engage learners to identify solution
  • 29. Reactive Strategies Pulse Check • Clarify understanding with “neglected” learner group – “I am wondering if I can take a moment to clarify….” • Check in with learners when one facilitator is dominating – “I wondering if we can press the pause button for a moment to see how this is resonating with the learners…”
  • 30. Case • Adult with cardiac arrest • Learners fail to detect pulselessness Debriefing • 2 facilitators: lead facilitator (ER doctor), associate facilitator (ICU doctor) • Learners: pediatric resident, inpatient nurse Applying Reactive Strategies
  • 31. • You will play the role of the associate / co-facilitator (ICU doctor) • Apply open negotiation and/or pulse check to manage conflict with your co-facilitator Exercise Small Group Exercise – 15 minutes
  • 32. Pre- Debriefing Debriefing Post- Debriefing • Post-Debriefing Huddle • Facilitator pre- briefin g • Se ng the stage for the learners • Post-simula on touch-point • Non-verbal communica on • Listen, observe, reflect • Open nego a on • Previewing • Open nego a on • Pulse check • Post-Debriefing Huddle Proac ve Strategies Reac ve Strategies
  • 33. Post-Debriefing Huddle Facilitator Huddle • Any issues? (discuss examples) • Simulation scenario • Co-debriefing approach • Rules of engagement
  • 34.
  • 35. Take Home Messages • Codebriefing is often accompanied by challenges • Proactive and reactive strategies can help facilitators overcome these common challenges
  • 36. Acknowledgements • Vincent Grant, James Huffman, Jon Duff, Wendy Bissett, Helen Catena, Traci Robinson, Ping Chen, James Leung, Jennifer Davidson, Kevin Murray (KidSim Team) • Elaine Sigalet (Sidra) on

Notes de l'éditeur

  1. Types of interruptions Interrupt during reactions phase While exploring/identifying frames Interrupt to close performance gaps (after the first debriefer has identified frames) Closing the gap twice (being repetitive) Sidebar discussions When one debriefer is being really mean – what does the other one do?
  2. Done in front of the whole group 2 learners do a debriefing We debrief them
  3. Done in front of the whole group
  4. Done in front of the whole group