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IMPLEMENTING PROFESSIONALISM IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT TEACHING & ASSESSMENT General Principles General Principles Richard Cruess OC, MD, FRCSC Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ Sylvia Cruess MD, CPSQ McGill University McGill University How to reference this document: Cruess R., Cruess S., Implementing Professionalism Teaching & Assessment. CanMEDS Train-the-Trainer Program on Professionalism. 2009

IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

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Page 1: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

IMPLEMENTING PROFESSIONALISM IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENTTEACHING & ASSESSMENT

General PrinciplesGeneral Principles

Richard Cruess OC, MD, FRCSCRichard Cruess OC, MD, FRCSCSylvia Cruess MD, CPSQSylvia Cruess MD, CPSQ

McGill UniversityMcGill University

How to reference this document: Cruess R., Cruess S., Implementing Professionalism Teaching & Assessment. CanMEDS Train-the-Trainer Program on Professionalism. 2009

Page 2: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

“THOU SHALT NOT might reach the head,

but it takes ONCE UPON A TIME

to reach the heart”

Ascribed to P. Pullman: New Yorker, Dec.26 2005

Page 3: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

Physicians must both understand professionalism (which many do not)

and live it every day(which many do)

Page 4: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

PROFESSIONALISMPROFESSIONALISM

• Traditionally taught by role models

• It remains an essential method

• It alone is no longer sufficient

• Role models must understand professionalism

Page 5: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

THE CHALLENGETHE CHALLENGE

• How to impart knowledge of professionalism to students, residents and faculty.

• How to encourage the behaviors characteristic of the good physician.

Page 6: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

• Effective teaching of professionalism must reach both the head and the heart

• This is the preferred learning style of the present generation

Page 7: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

THE LITERATURETHE LITERATURE

TWO APPROACHES• Teach it explicitly: --definitions/list of traits• Teach it as a moral endeavor:

--altruism/service/role modeling/ experiential learning

Page 8: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

MUST DO BOTH !Teaching alone

remains theoretical

Experiential learning alone selective/disorganized knowledge of professionalism and professional

obligations- where we started

Page 9: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

Before knowledge can be embedded in authentic activities it MUST first be

acquired

Page 10: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

HOWHOW

• Cognitive base - teach it explicitly• Experiential learning - provide opportunities• Self-reflection - encourage the active process• Role modeling - requires knowledge and self-

awareness • The environment - must support professional

values

Page 11: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

LEVEL OF LEARNERLEVEL OF LEARNER

Imparting core knowledge

Promoting self-reflection, application

level of

sophistication

Medical student Residency

Preclinical Clinical

capacity to personalize

Increasing complexity

Increasing reflection

SOCIAL CONTRACTSOCIAL CONTRACT

Page 12: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

OVERALL APPROACHOVERALL APPROACH

• Integrated program throughout undergraduate and postgraduate education.

• Activities throughout the curriculum• Support of Dean’s office & Chairs• Multiple techniques of teaching & learning.

» formal teaching » experiential learning & self-reflection» small groups» role models -faculty

- residents» independent activities

• Evaluation linked to teaching • Faculty Development- Essential Cruess & Cruess

Medical Teacher 2006

Page 13: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

GENERAL PRINCIPLESGENERAL PRINCIPLES

1. INSTITUTIONAL SUPPORT

• Support of Dean’s office & Chairs• Time in Curriculum- modest• $$$$ and Human Resources

Page 14: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

GENERAL PRINCIPLESGENERAL PRINCIPLES

2. ALLOCATION OF RESPONSIBILITY

• Leader/Champion- respected individual• Committee- broad representation

PROFESSIONALISM CROSSES DEPARTMENTAL LINES

WHAT WILL BE YOUR ROLE?

Page 15: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

GENERAL PRINCIPLESGENERAL PRINCIPLES

3. THE ENVIRONMENT• Formal Curriculum

structured program on professionalism• Informal Curriculum- Supports Healer Role

role models (+/-), pursuit of excellence teamwork, patient-centered

• Hidden Curriculum institutional priorities, rewards, incentives

ALL MUST BE ADDRESSED

Page 16: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

GENERAL PRINCIPLESGENERAL PRINCIPLES

4. THE COGNITIVE BASE

• Choose a definition• Teach it explicitly and often with increasing levels

of sophistication• DON’T CHERRY PICK

Page 17: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

GENERAL PRINCIPLESGENERAL PRINCIPLES

5. EXPERIENTIAL LEARNING & SELF-REFLECTION

• “Professional identity arises from a long-term combination of experience and reflection on experience”

-Hilton & Slotnick, 2005

Page 18: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

GENERAL PRINCIPLESGENERAL PRINCIPLES

5. EXPERIENTIAL LEARNING & SELF-REFLECTION

• Provide stage-appropriate experiences • Ensure that reflection on these experiences occurs by

allowing both time and opportunity• Use a variety of methods to provide experiences for

reflection

Page 19: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

6. ROLE MODELLING

• Make it explicit-faculty developmentrole models must understand

professionalism• Support it• Reward it• Assess it- with consequences (+&-)

GENERAL PRINCIPLESGENERAL PRINCIPLES

Page 20: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

7. FACULTY DEVELOPMENT

• Affects : knowledge & skill base

environment

role models• Can promote change

GENERAL PRINCIPLESGENERAL PRINCIPLES

Page 21: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

8. CONTINUITY

• Admissions• Undergraduate• Post graduate • Continuing professional development

PROFESSIONALISM DOES NOT CHANGE

Teach in each yearTeach in each yearStage-appropriateStage-appropriate

GENERAL PRINCIPLESGENERAL PRINCIPLES

Page 22: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

9. EVALUATION

Knowledge/Behaviors Formative/Summative• Students• Residents• Faculty- informal & hidden curriculum• Program- is it working?

obligationobligation to societyto society

GENERAL PRINCIPLESGENERAL PRINCIPLES

Page 23: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

10. INCREMENTAL APPROACH

• Difficult to implement comprehensive program simultaneously

• Design a program for professionalism• Start with what is already in place• Add new materiel as it is developed

GENERAL PRINCIPLESGENERAL PRINCIPLES

Page 24: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

The McGill Experience1997 – 2008

A Work in Progress

The Result of the Efforts of Many Individual Faculty Members

Page 25: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

UNDERGRADUATE - NEWUNDERGRADUATE - NEW

• A longitudinal 4 year program on Physicianship

• Strong support from Dean, Associate Deans, Chairs

Faculty Retreat

• FACULTY DEVELOPMENT

• New resources- MD Director, Senior Administrator, $$

• Distinct approaches to the Healer and the Professional.

• New admission process- McGill MMI

• Redefinition of the clinical method

Page 26: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

• Incorporation of existing activities including ethics,

professionalism

• Creation of new learning experiences.

• Revision of evaluation system - Global Rating Scale - P-MEX,

Faculty Form• All students required to complete the program.

• Program evaluation underway- baseline established

• Ongoing effort to publish results

UNDERGRADUATE - NEWUNDERGRADUATE - NEW

Page 27: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

CONTENT – WHOLE CLASSCONTENT – WHOLE CLASS

“Flagship activities”- at regular intervals- required

– lectures small groups

– *ethics small groups– communication skills (Calgary/Cambridge)– *introduction to the cadaver small groups– *body donor service– *white coat ceremony– *palliative care medicine– 4th year seminars - “The Social Contract and You”

– Prof 401- 6 hours

**Prof 101 - 1st yrProf 101 - 1st yrProf 201 - 2nd yrProf 201 - 2nd yrProf 301 – 3Prof 301 – 3rdrd year year<<

*were already in place

Page 28: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

CONTENT – INDIVIDUAL CONTENT – INDIVIDUAL COURSESCOURSES

• unit specific activities (small group)

pre-clinicalclinical

• humanism/narrative medicine• spirituality• community service

Page 29: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

OSLER FELLOWSOSLER FELLOWS

• Mentors to a small group (6) for 4 years• Selected from a student-generated list of skilled

teachers and role models• Integral to the Physicianship Program- mandated

activities on the Healer and the Professional• Dedicated faculty development program• Supervise “Physicianship Portfolios”• Receive stipends

Page 30: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

POST GRADUATE- CanMEDSPOST GRADUATE- CanMEDS

Occurred Against the Backdrop of the Undergraduate Program

• Mandatory Half-Day on Professionalism for Each RIISeparate structured interactive lecture- THE COGNITIVEBASE- for McGill and non-McGill graduates followed by

Combined small-group session using vignettes and discussion of the

social contractFaculty member and senior resident co-facilitate each groupEach has attended a faculty development workshopPre/Post assessment of knowledge & opinions

Page 31: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

• •

• Other large group activities: ethics, malpractice, communication skills, risk management, teamwork, resident wellness

• Senior residents (Internal Medicine) are group leaders for second-year medical student course• Role modeling and guided reflection• Improved assessment- behaviors derived from the P-MEX• Improving the learning environment faculty development targeting role models assessment of faculty professionalism (testing form)

POST GRADUATE - CANMEDSPOST GRADUATE - CANMEDS

Page 32: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

PROGRAM EVALUATIONPROGRAM EVALUATION

• Too early- only 12 years!• faculty, resident, and student knowledge and

awareness- ?? change in the environment• Ultimate evaluation - patient satisfaction - physician satisfaction

- rate of physician disciplinary actions - the status of the profession in society

Page 33: IMPLEMENTING PROFESSIONALISM TEACHING & ASSESSMENT General Principles Richard Cruess OC, MD, FRCSC Sylvia Cruess MD, CPSQ McGill University How to reference

“The practice of medicine is an art, not a trade; a calling, not a business: a calling in which your heart will be exercised equally with your head”

Osler: The Master Word in MedicineIn “Aequanimitas”