Chapter 26
The Preceptored Clinical
Experience
The Preceptored Clinical
Experience
• Definition and Purposes
• Theoretical Foundations
• Types of Learners
• Conditions for Learning
• Resources
• Using the Method
• Potential Problems
• Conclusion
The Preceptored Clinical
Experience
• The preceptored clinical experience
provides an opportunity for students,
new graduate clinicians, and experienced
clinicians who are new to a particular
site to work with an experienced staff
member in order to begin socialization
and role transition.
Definition and Purposes
• Preceptor was first used to identify a tutor or
instructor.
• More resent use of the term denotes an
experience lasting a designated period of time.
• The preceptorship is a process during which
the preceptor teaches the preceptee the art of
professional practice.
Definition and Purposes
• Preceptorship is often used as a way of
facilitating the role transition of novice
clinicians.
• In addition, preceptors can assist students to
demonstrate leadership and collaborative
skills and provide experiences to enhance
understanding of organizational behavior as
well as ethical, legal, economic, and political
issues.
Definition and Purposes
• The preceptored experience differs from
spend-the-day shadowing experiences or
informal pairing relationships that are
typically geared toward providing broad
exposure to the healthcare environment.
• It also differs from the mentoring experience,
which is a long-term relationship designed to
promote career growth and development.
Theoretical Foundations
• Socialization has been defined as the
passing of a role from one person to the
next.
• Socialization enables the transition from
previous roles to new roles.
• The socialization period involves the
learning of work systems, staff roles, and
employer expectations.
Theoretical Foundations
• During the socialization period, preceptees
may experience a loss of confidence in their
abilities to perform skills and think critically.
• This loss of self confidence can be difficult.
• During the transition, the preceptee begins to
leave behind previously learned beliefs and
behaviors and integrates new standards and
expectations into practice.
Theoretical Foundations
• The preceptee may question the value of what
was learned as well as the ethics of what is
observed in the workplace.
• Communication and feedback are the
backbone of the preceptor-preceptee
relationship.
• Such communication requires mutual trust and
respect.
• Faculty, managers, and clinical specialists must
meet with preceptors.
Types of Learners
• All preceptees are adult learners who
actively participate on some level in the
identification of their individual learning
needs and in designing or choosing
experiences intended to meet those
needs.
• The precepted experience takes place in
a complex and dynamic clinical
environment with the preceptor
facilitating the training.
Conditions for Learning
• The two most commonly named goals
are socialization into the work setting
and role transition from student to
graduate clinician or from new hire to
staff member.
• The supportive relationship between an
orientee and a preceptor may also
impact new employee recruitment, job
satisfaction, and retention rates.
Resources
• Preceptored experiences can take place
in any environment that delivers health
care.
• The length of the experience is
dependent on the goals to be achieved.
• The preceptor and learner will benefit
from contact and guidance from a faculty
member or organization-based educator,
clinical specialist or manager.
Resources
• Preceptors should have access to a
student’s goals and objectives or a
competency checklist on order to
facilitate planning, track achievements,
and evaluate performance.
• Organizations that provide clinical
placements to student clinicians require
qualified staff to precept.
Resources
• Staff may view the role of preceptor and
the teaching and evaluation
responsibilities as added work, and this
may limit the number of students or
orientees for a given clinical area.
• Recognition for clinicians who are
preceptors can take many forms.
Using the Method
• The Preceptor
• The Preceptee
• The Faculty and Unit Leadership
• Evaluating the Preceptored Clinical
Experience.
Using the Method
• The Preceptor
– Precepting requires an individual who is
committed to nurturing and teaching the
next generation of professionals.
– Four criteria
• Clinician interest and willingness
• Ensuring a trusting and positive
relationship
• Knowledge, skill, and ability
• The ability to listen and communicate
Using the Method
• The Preceptor
– In the first meeting, the preceptor will
discuss the goals of the learning experience.
– The preceptor will also determine the
preceptee’s learning needs and learning
styles.
– Role modeling patient care is the primary
method of teaching.
Using the Method
• The Preceptor
– It is incumbent on the preceptor to
introduce the preceptee to the culture or the
unit, the values of the staff, and the formal
and informal roles occupied by members of
the staff.
– Preceptors should make time for student
reflection.
Using the Method
• The Preceptee
– The preceptee is an active participant in the
precepting experience and must assume a
leadership role in ensuring the success of
the experience.
– The learner is responsible for informing a
preceptor when the goals are not being met.
Using the Method
• Faculty and Unit Leadership
– A strong collaborative partnership between
academic faculty and service providers is a
critical factor in ensuring a successful
experience for students.
– The role played by faculty and unit
leadership will vary depending on the level
of experience of both preceptor and
preceptee.
Using the Method
• Evaluating the Preceptored Clinical
Experience
– Evaluation should be a formative and
ongoing process.
– Discussion and feedback about skill
performance, assessment and diagnosis, and
bedside interaction should be part of daily
communication.
– Competency-based tools, lists of objectives,
and timelines an serve as valuable
guidelines
Using the Method
• Evaluating the Preceptored Clinical
Experience
– If only summative evaluation is used to
evaluate the precepting experience, the
learner will not benefit from the preceptor’s
manner.
– Many schools and clinical units have created
evaluation tools that consider the preceptor’s
actions, the preceptee’s actions, or both.
– Preceptors may use a self-evaluation tool
focusing on their role, or they may receive
Using the Method
• Evaluating the Preceptored Clinical
Experience
–If Preceptors may take their roles too
seriously and may feel that they are solely
responsible for the outcome of the
experience.
– Preceptors have listed a lack of basic
knowledge followed by the inability to
perform frequently taught skills as the most
concerning indicators that a preceptor is not
ready for practice.
Potential Problems
• In order for a successful partnership to
develop, consistent, capable preceptors
are necessary.
• There must also be an engaged,
participative preceptee.
• Knowing when to allow the preceptee to
practice independently or when to step
in varies with each situation.
Potential Problems
• Potential problems can arise in the
preceptorial experience because of
factors related to the preceptor, the
learner, or the process.
• Preceptors must be knowledgeable in
the principles of adult education and
adult learning.
Potential Problems
• There may be potential causes for perceived or
real personality conflicts between a preceptor
and preceptee, but many can arise when there
is a clash of values and beliefs that can occur
between the different age groups.
• The preceptor must consider the rights of the
patients and adhere to the ethical standard of
beneficence.
• Patients must be aware that a learner is
involved in their care.
Conclusion
• The preceptored clinical experience is a
valuable teaching and learning methodology
with clear benefits for academic institutions
and healthcare organizations alike.
• Planning and communication are the keys to
ensuring a successful period of socialization
and role transition for the preceptee.

Chapter 26

  • 1.
    Chapter 26 The PreceptoredClinical Experience
  • 2.
    The Preceptored Clinical Experience •Definition and Purposes • Theoretical Foundations • Types of Learners • Conditions for Learning • Resources • Using the Method • Potential Problems • Conclusion
  • 3.
    The Preceptored Clinical Experience •The preceptored clinical experience provides an opportunity for students, new graduate clinicians, and experienced clinicians who are new to a particular site to work with an experienced staff member in order to begin socialization and role transition.
  • 4.
    Definition and Purposes •Preceptor was first used to identify a tutor or instructor. • More resent use of the term denotes an experience lasting a designated period of time. • The preceptorship is a process during which the preceptor teaches the preceptee the art of professional practice.
  • 5.
    Definition and Purposes •Preceptorship is often used as a way of facilitating the role transition of novice clinicians. • In addition, preceptors can assist students to demonstrate leadership and collaborative skills and provide experiences to enhance understanding of organizational behavior as well as ethical, legal, economic, and political issues.
  • 6.
    Definition and Purposes •The preceptored experience differs from spend-the-day shadowing experiences or informal pairing relationships that are typically geared toward providing broad exposure to the healthcare environment. • It also differs from the mentoring experience, which is a long-term relationship designed to promote career growth and development.
  • 7.
    Theoretical Foundations • Socializationhas been defined as the passing of a role from one person to the next. • Socialization enables the transition from previous roles to new roles. • The socialization period involves the learning of work systems, staff roles, and employer expectations.
  • 8.
    Theoretical Foundations • Duringthe socialization period, preceptees may experience a loss of confidence in their abilities to perform skills and think critically. • This loss of self confidence can be difficult. • During the transition, the preceptee begins to leave behind previously learned beliefs and behaviors and integrates new standards and expectations into practice.
  • 9.
    Theoretical Foundations • Thepreceptee may question the value of what was learned as well as the ethics of what is observed in the workplace. • Communication and feedback are the backbone of the preceptor-preceptee relationship. • Such communication requires mutual trust and respect. • Faculty, managers, and clinical specialists must meet with preceptors.
  • 10.
    Types of Learners •All preceptees are adult learners who actively participate on some level in the identification of their individual learning needs and in designing or choosing experiences intended to meet those needs. • The precepted experience takes place in a complex and dynamic clinical environment with the preceptor facilitating the training.
  • 11.
    Conditions for Learning •The two most commonly named goals are socialization into the work setting and role transition from student to graduate clinician or from new hire to staff member. • The supportive relationship between an orientee and a preceptor may also impact new employee recruitment, job satisfaction, and retention rates.
  • 12.
    Resources • Preceptored experiencescan take place in any environment that delivers health care. • The length of the experience is dependent on the goals to be achieved. • The preceptor and learner will benefit from contact and guidance from a faculty member or organization-based educator, clinical specialist or manager.
  • 13.
    Resources • Preceptors shouldhave access to a student’s goals and objectives or a competency checklist on order to facilitate planning, track achievements, and evaluate performance. • Organizations that provide clinical placements to student clinicians require qualified staff to precept.
  • 14.
    Resources • Staff mayview the role of preceptor and the teaching and evaluation responsibilities as added work, and this may limit the number of students or orientees for a given clinical area. • Recognition for clinicians who are preceptors can take many forms.
  • 15.
    Using the Method •The Preceptor • The Preceptee • The Faculty and Unit Leadership • Evaluating the Preceptored Clinical Experience.
  • 16.
    Using the Method •The Preceptor – Precepting requires an individual who is committed to nurturing and teaching the next generation of professionals. – Four criteria • Clinician interest and willingness • Ensuring a trusting and positive relationship • Knowledge, skill, and ability • The ability to listen and communicate
  • 17.
    Using the Method •The Preceptor – In the first meeting, the preceptor will discuss the goals of the learning experience. – The preceptor will also determine the preceptee’s learning needs and learning styles. – Role modeling patient care is the primary method of teaching.
  • 18.
    Using the Method •The Preceptor – It is incumbent on the preceptor to introduce the preceptee to the culture or the unit, the values of the staff, and the formal and informal roles occupied by members of the staff. – Preceptors should make time for student reflection.
  • 19.
    Using the Method •The Preceptee – The preceptee is an active participant in the precepting experience and must assume a leadership role in ensuring the success of the experience. – The learner is responsible for informing a preceptor when the goals are not being met.
  • 20.
    Using the Method •Faculty and Unit Leadership – A strong collaborative partnership between academic faculty and service providers is a critical factor in ensuring a successful experience for students. – The role played by faculty and unit leadership will vary depending on the level of experience of both preceptor and preceptee.
  • 21.
    Using the Method •Evaluating the Preceptored Clinical Experience – Evaluation should be a formative and ongoing process. – Discussion and feedback about skill performance, assessment and diagnosis, and bedside interaction should be part of daily communication. – Competency-based tools, lists of objectives, and timelines an serve as valuable guidelines
  • 22.
    Using the Method •Evaluating the Preceptored Clinical Experience – If only summative evaluation is used to evaluate the precepting experience, the learner will not benefit from the preceptor’s manner. – Many schools and clinical units have created evaluation tools that consider the preceptor’s actions, the preceptee’s actions, or both. – Preceptors may use a self-evaluation tool focusing on their role, or they may receive
  • 23.
    Using the Method •Evaluating the Preceptored Clinical Experience –If Preceptors may take their roles too seriously and may feel that they are solely responsible for the outcome of the experience. – Preceptors have listed a lack of basic knowledge followed by the inability to perform frequently taught skills as the most concerning indicators that a preceptor is not ready for practice.
  • 24.
    Potential Problems • Inorder for a successful partnership to develop, consistent, capable preceptors are necessary. • There must also be an engaged, participative preceptee. • Knowing when to allow the preceptee to practice independently or when to step in varies with each situation.
  • 25.
    Potential Problems • Potentialproblems can arise in the preceptorial experience because of factors related to the preceptor, the learner, or the process. • Preceptors must be knowledgeable in the principles of adult education and adult learning.
  • 26.
    Potential Problems • Theremay be potential causes for perceived or real personality conflicts between a preceptor and preceptee, but many can arise when there is a clash of values and beliefs that can occur between the different age groups. • The preceptor must consider the rights of the patients and adhere to the ethical standard of beneficence. • Patients must be aware that a learner is involved in their care.
  • 27.
    Conclusion • The preceptoredclinical experience is a valuable teaching and learning methodology with clear benefits for academic institutions and healthcare organizations alike. • Planning and communication are the keys to ensuring a successful period of socialization and role transition for the preceptee.