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PTJ: Physical Therapy & Rehabilitation Journal | Physical Therapy, 2022;102:1–12

https://doi.org/10.1093/ptj/pzac063
Advance access publication date May 24, 2022
Original Research

Clinical Teaching Competencies in Physical Therapist


Education: A Modified Delphi Study

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Katherine Myers , PT, DPT1 ,* , Catherine Bilyeu, PT, DPT2 , Kyle Covington, PT, DPT, PhD1 ,
Amanda Sharp , PT, DPT3
1 Physical Therapy Division, Department of Orthopaedic Surgery, Duke University School of Medicine, Durham, North Carolina, USA
2 Physical Therapy Program, School of Medicine, University of Colorado, Aurora, Colorado, USA
3 Division of Physical Therapy, University of Minnesota, Minneapolis, Minnesota, USA

*Address all correspondence to Dr Myers at: Katherine.D.Myers@duke.edu

Abstract
Objective. Clinical instructors play a key role in physical therapist professional education but may serve with minimal
preparation and without clearly defined expectations for their teaching performance. The objective of this study was to
utilize a consensus-building process to establish core competencies of clinical teaching within physical therapist education.
Methods. A modified Delphi approach was used to identify core competencies of clinical teaching. An expert panel
consisted of clinical instructors, site coordinators of clinical education, and directors of clinical education, representing
multiple geographic regions in the United States. The panel assessed the relevance of 30 original competencies. Criteria
for consensus included 75% of participants perceiving the competency as very or extremely relevant and a median score
of 2 (very relevant) on a 5-point Likert scale. Consistent with a Modified Delphi approach, quantitative and qualitative data
analysis were completed for each of the 3 rounds. Revised surveys were used in Rounds 2 and 3 based on the results from
previous data analysis.
Results. Twenty-four competencies achieved final consensus. The competencies were categorized within 3 domains: learner-
centered educator (n = 8), assessor/evaluator (n = 7), and professional role model (n = 9).
Conclusion. The 24 competencies and 3 domains provide the foundation for a competency framework for clinical teaching
in physical therapy. This framework provides clarity for the expected knowledge, skills, and attitudes of clinical instructors in
physical therapist professional education.
Impact. This is the first study, to our knowledge, to utilize a consensus-building strategy to clearly define competencies
of clinical teaching in physical therapist professional education. Like efforts in nursing and medical education, adoption of
these competencies could promote consistency in clinical instructor teaching behaviors and contribute to the creation of
assessment and professional development mechanisms for clinical instructors, positively impacting the preparation of the
next generation of excellent physical therapist clinicians.
Keywords: Education: Clinical, Education: Competency-Based, Education: Faculty, Education: Physical Therapist Students

Received: September 2, 2021. Revised: January 7, 2022. Accepted: April 5, 2022


© The Author(s) 2022. Published by Oxford University Press on behalf of the American Physical Therapy Association. All rights reserved.
For permissions, please e-mail: journals.permissions@oup.com
2 Clinical Teaching Competencies

Introduction Clinical Instructor Program is the predominant method


Clinical education experiences in doctor of physical therapy of clinical instructor training, but academic programs and
(DPT) programs account for up to one-third of the curricu- clinical sites do not consistently require it of their clinical
lum.1 This means that practicing clinicians serving as clinical instructors.2 Furthermore, there is mixed evidence of its
instructors guide a significant portion of a DPT student’s impact on teaching and clinical instructor effectiveness.6,12
professional education.2,3 It is not surprising then that the Prior research investigating clinical teaching effectiveness
landmark study published in 2017 by Jensen et al4 specifically reinforces the idea that there are essential skills and character-
identified the role of the clinical instructor as a key factor in istics sought after in clinical instructors. However, beyond stu-
achieving excellence in physical therapist education. Previous dent feedback and self-assessment mechanisms, there remains

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research described the impact of clinical instructor teaching no consistent mechanism to identify clinical instructor com-
characteristics on student experience and educational out- petence in clinical teaching. Competence is described as the
comes.5–7 However, despite recognizing the importance of the knowledge, abilities, skills, and attitudes displayed in partic-
clinical instructor in the professional education of the entry- ular professional contexts.22 Other professional fields such
level DPT student, several questions about clinical instructor as medicine and nursing identified the importance of clearly
preparation and teaching skill remain. The means by which defining the expected behaviors of clinical teachers. Through
clinicians transition into the role of clinical instructor, the various consensus-building processes, these 2 fields devel-
ways in which clinical instructors attain the skills to be an oped competency frameworks to define the expected level
effective educator, and how clinical instructors develop their of competence for clinicians teaching in the clinical environ-
teaching skills over time all warrant further exploration.2 ment.23–27
Taken together, a gap emerges between the clinical instructor’s Competency frameworks provide a clear description of
role as educator and the goal of achieving excellence in the knowledge, skills, abilities, and attitudes expected of an
professional education. individual.28 Further, these frameworks are specific to a par-
The Commission on Accreditation in Physical Therapy ticular context in which an individual is practicing. This is
(CAPTE) sets a minimum standard for physical therapists to useful for promoting consistency in identifying and evaluating
be eligible to serve as a clinical instructor. Currently, CAPTE competence within a profession.28,29 For example, medical
requires a clinical instructor to have 1 year of full-time (or education competency models for clinical teaching use their
equivalent) post-licensure clinical experience and that clinical profession-specific clinical competence models as a basis for
instructors are “effective role models and clinical teachers.”8 expected teaching outcomes.23,24 The nursing educator com-
CAPTE allows academic programs the leeway to provide their petency model considers the various roles that nurse educa-
own criteria for how they define and ensure the competence tors have within their education programs and outlines the
and effectiveness of their affiliated clinical instructors. expected behaviors around those roles.27
Effective clinical teaching has not been clearly defined in The concepts of competency and competency frameworks
physical therapist education, although both physical therapy are not widespread within the physical therapy profession.
and other health profession literature describes traits that Academies and working groups within APTA identified core
enhance effectiveness. Previous research has relied on student competencies of various clinical practice areas30,31 and of
perceptions of clinical instructors to develop a description of resident-level education.32 Similarly, APTA-backed initiatives
desired behaviors and characteristics.9–12 Students perceive through the Education Leadership Partnership are focused on
characteristics related to communication, interpersonal skills, development of a framework for competency-based physical
and instructional methods to be important to the effectiveness therapist education and identification of profession-based
of their clinical instructor.2,13–15 Student feedback is also the entrustable professional activities.33 Much of the focus of
primary method of assessing clinical instructor teaching, with the Education Leadership Partnership has been on ensuring
no consistent assessment method utilized across academic pro- students are sufficiently prepared to enter and succeed in the
grams.2,3 Most academic programs use the American Physical clinical learning environment and less so on the development
Therapy Association (APTA) Physical Therapy Student Eval- of academic and clinical faculty teaching effectiveness.34
uation for clinical instructor evaluation, but the reliability of Whereas stakeholder groups and educators within the pro-
the tool as an assessment measure is yet to be established.16,17 fession are focused on student competency development, the
Although the literature describes clinical instructor char- development of clinical instructor teaching competence does
acteristics and behaviors, a gap remains between how not receive the same attention. In an earlier perspective, the
to consistently identify those behaviors and how clinical authors issued a call to action with regard to the importance of
instructors can develop and refine their clinical teaching clinical instructor support through directed training, prepara-
skills. The literature suggests that most clinical instructors tion, and development.35 Following a path similar to nursing
acquire skills related to teaching through trial and error and and medical education, identifying clinical instructor teach-
experience, implying that these skills develop naturally over ing competencies for physical therapist education provides a
time from each subsequent experience.18–20 Dreyfus’ model foundation for future work related to assessment methods and
of skill acquisition suggests that adults learn through both professional development opportunities.24,35,36
instruction and experience, passing through 5 developmental When other health professions took the time to define
stages from novice to master.21 To achieve masterly levels, the role of the clinical teacher and the associated skills and
an individual must have ongoing experience to utilize high- characteristics, they were able to implement competency-
level skill and decision-making, although experience alone is based professional development opportunities and consistent
insufficient without formal instruction. Instruction in clinical methods to assess competence. The purpose of this study was
teaching is available to clinical instructors through the APTA to reach consensus on core competencies of clinical teaching
Credentialed Clinical Instructor Program. The Credentialed for clinical instructors in physical therapy.
Myers et al 3

Methods the initial call for participants, purposive sampling methods


Research Design were utilized for participant selection to balance role rep-
This descriptive study used the Modified Delphi method to resentation (clinical instructor, SCCE, DCE) and geographic
establish core competencies of clinical teaching. The Del- location, as depicted in Figure 1.
phi method uses a series of questionnaires to collect data
Survey Development and Instrumentation
from a selected panel of expert participants.37 Each iter-
ation of questions represents a feedback process, allowing In a Modified Delphi approach, items included in the first
participants to reassess their opinions and judgments on a round of the survey are based on existing knowledge or mate-
specific topic.37 The method allows participants to remain rial about the topic being studied.38 In this study, competen-

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anonymous throughout the study while still being privy to cies for the first round were established through an extensive
the perspective of others, thus eliminating potential bias and literature review process. Sources included nurse educator
influence that may occur in face-to-face processes or those competencies,36,42 the APTA Physical Therapy Student Eval-
where participants are known.37,38 This study sought to uation of Clinical Experience and Clinical Instruction,43 and
include perspectives from a diverse group of stakeholders, previous studies that identified desirable characteristics of
free from the influence of the traditional dynamics inherent clinical instructors.2,3,19 The initial survey was piloted with a
between common stakeholder groups in clinical education group of DCE, clinical instructor, SCCE, and academic faculty.
representing academic and clinical interests. Competency statements were then modified for clarity based
on feedback. The Round 1 survey and all subsequent surveys
were created in and distributed through Qualtrics (Provo,
Conceptual Framework
UT, USA).
Competency frameworks in nursing, medical, and adult edu-
cation were identified from a literature review.24,27,39 These Data Collection
existing competency frameworks use 3 levels to capture the Participants received a personalized survey link through
concepts of competence and break them down into measur- Qualtrics to access the survey. Data regarding the participants’
able indicators. Each framework is grounded in associated clinical education role and their geographic region were
domains that represent broad areas of activity associated collected as part of the initial invitation to participate and
with teaching. Domains are then subdivided into associated were included as part of each response in subsequent survey
competencies representing knowledge, skills, and attitudes rounds. No other identifying information was collected during
necessary for success in that domain. The competencies are the study. Participants were given 3 weeks to complete the
further delineated through specific competence indicators that survey. Reminder emails were sent weekly to encourage
describe how a competency might be performed or demon- all participants to complete the survey. For each round,
strated. This study focused on defining the competencies and participants were asked to rate competency statements for
identifying associated domains for physical therapy clinical relevance and to comment on clarity. Relevance was first
instructors. Organization of the competency framework in rated using a 5-point scale (extremely relevant, very relevant,
this way provides a description of identifiable and measurable moderately relevant, slightly relevant, and not at all relevant).
clinical instructor attributes. Participants were then required to provide a justification of
their rating in an open text response. Next, an opportunity to
Participants provide suggestions to improve the clarity of the competency
Recruitment was designed to maximize representation of 3 in an open text field was provided. At the end of the Round
clinical education stakeholder groups: clinical instructors, site 1, participants were requested to suggest any competencies
coordinators of clinical education (SCCEs), and directors they felt were missing from the initial list and provide a
of clinical education (DCEs) as each group aligns primarily justification for inclusion of the competency. Suggestions were
with either an academic or clinical perspective. Each group only solicited in the first round of data collection.
also provides a distinct and valuable lens for identifying In a Delphi Study, the initial or Round 1 survey provides a
the necessary attributes for clinical instructor success. The starting point for the consensus process. Subsequent surveys
Delphi methodology relies on a sample of identified “experts” build on results of the previous round.38 Therefore, at the end
to serve as the panel for the entire study. Creation of the of Round 1, each competency was analyzed to determine if
panel becomes challenging when there is no clear method to consensus was achieved. If consensus was not achieved, that
delineate levels of expertise between individuals.40 To deter- competency was moved forward to Round 2. The second-
mine inclusion criteria related to expertise in clinical educa- round survey included percent agreement scores for each com-
tion, the researchers reviewed the literature for definitions of petency statement. A summary of the participants’ rationale
“expert” clinical instructors, SCCEs, and DCEs. Descriptions for supporting or rejecting the competency was also included.
of the development of expertise in clinical instructors focus Providing a summary of previous scores and participant ratio-
on experience and practice.18,19,41 As such, years as a clinical nale is consistent with the Delphi design, which allows for
instructor and number of students supervised were used as participants to understand others’ perspectives and opinions
select inclusion criteria and indicators of participant expertise. without compromising anonymity.37,38 Competencies that
A clear definition of expertise for SCCEs and DCEs was not did not reach consensus and had suggestions for improved
located; therefore, years of experience was utilized for these 2 clarity were modified for the second round. Any competency
participant groups in parallel with clinical instructor inclusion that reached consensus was not included in the Round 2 sur-
criteria. vey for further consideration but was included for reference
A broad geographic representation of participants was also by participants. The Round 3 survey was built in the same
desired, and all participants were required to be currently manner based on Round 2 results. The process used in this
licensed as a physical therapist in the United States. Following study is shown in Figure 2.
4 Clinical Teaching Competencies

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Figure 1. Recruitment process. CI = clinical instructor; DCE = director of clinical education; SCCE = site coordinator of clinical education.

Data collection occurred over a 10-month period. The time be extremely or very relevant. In Rounds 2 and 3, participants
between survey rounds was prolonged due to participant non- were provided median and percent agreement scores from
responses. Individual responses remained anonymous to the previous rounds for each competency.
researchers throughout the data collection process. This study Qualitative analysis was utilized throughout this Modified
was declared exempt from institutional review board (IRB) Delphi study. Thematic analysis is an accepted approach in
review at each investigator’s institution (Duke University qualitative Delphi studies to provide explanations and sum-
Health System IRB, Colorado Multiple IRB, University of maries of participants’ responses throughout each round of
Minnesota IRB). the study.44 Three members of the research team reviewed
all respondent comments and performed thematic analysis
of the responses. Independent open coding to saturation was
Data Analysis followed by axial coding and then a collaborative discussion
Quantitative and qualitative data analysis can occur in the of each competency. Discrepancies among the 3 coders were
Delphi Method, consistent with recommended practices for resolved and consensus was achieved. Using this process,
Delphi studies.37,40 For this study, quantitative analysis themes and summary comments of the rationale for accepting
included analysis of measures of central tendency. The first or rejecting a competency were provided to participants in the
quantitative consensus criterion was a median score of 2 subsequent survey round. Survey rounds were continued until
(very relevant) on the 5-point categorical scale described all competencies achieved consensus or were rejected using the
above. An established level of agreement between 51% criterion described above.
and 80% among respondents for determining consensus is After competencies were established, the researchers once
recommended in Delphi methodology.37,40 In this study, the again used a thematic analysis approach to categorize the
second quantitative consensus criterion was a requirement competencies into broader domains.44 The competency state-
that 75% or more of respondents perceived the competency ments were first analyzed and coded independently by each
as extremely or very relevant. Furthermore, competencies of the research team members. Through subsequent axial
were excluded from subsequent rounds if the percentage coding and collaborative discussion, competency statements
of respondents who perceived them as slightly or not at all were merged into 3 domains. These became the domains of
relevant was greater than the percentage that found them to competency within this study’s competency framework.
Myers et al 5

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Figure 2. Overview of methodology.

Table 1. Participant Demographicsa

Completed Completed Completed


Characteristic Round 1 Round 2 Round 3
(n = 28), No. (n = 19), No. (n = 17), No.
Professional role
CI 6 3 2
DCE or ADCE 11 8 8
SCCE 7 4 3
Other–expert 1 1 1
Other–former DCE 3 3 3
Geographic regionb
Great Lakes 7 4 4
West South Central 3 1 1
Middle Atlantic 4 4 4
New York/New Jersey 1 1 1
Northeast Coast 2 2 1
Pacific 1 0 0
South Atlantic 1 1 1
West Mountain 6 4 3
West North Central 3 2 2
a ADCE = assistant director of clinical education; CI = clinical instructor; DCE = director of clinical education; SCCE = site coordinator of clinical education.
b Geographic regions are based on American Council of Academic Physical Therapy’s National Consortium of Clinical Educator’s regional designations.

Results Results by Round


Participant Data Figure 2 provides a visual representation of the methodology,
From the initial call for participants, a total of 62 individuals and Figure 3 depicts the methodology with the results of the
were invited via email to participate in the Modified Delphi study included. In Round 1, a total of 30 competencies were
process. Selected participants represented a variety of areas proposed. Of these, 18 were accepted and 3 were rejected
of professional expertise and geographic location, consistent (Table 2). Nine competencies did not reach consensus and
with the intent of the study. Survey links were sent to all 62 were carried forward to Round 2. Clarifications in wording
interested individuals. All participants met the inclusion cri- for the remaining 9 competencies were made prior to Round
teria for years of experience. Additionally, clinical instructor 2 based on collected participant feedback. No additional
respondents had supervised an average of 11.4 students. After competencies were accepted in Round 2, and 1 additional
3 survey rounds, 17 participants remained for an ultimate competency was rejected. Further revisions for wording clarity
response rate of 45%. Table 1 outlines additional participant were completed on 3 of the remaining competencies. The
demographics for each round of the study. Representation was survey for Round 3 consisted of the remaining 8 compe-
across all intended professional areas of expertise, and the tencies, of which 6 were accepted as written and 2 were
majority of the original 9 geographic regions was maintained rejected. After 3 rounds, 24 competencies (80%) met consen-
throughout the study. sus and 6 competencies (20%) were rejected. No additional
6 Clinical Teaching Competencies

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Figure 3. Modified Delphi process and summary results by round.

competencies were suggested by study participants. Of the role as represented by the domains.45 Although detailed and
24 approved competencies, language was necessarily adjusted specific, competency models are not intended to be restrictive
for clarification based on feedback from survey respondents. or unachievable for the novice educator. Instead, they help
Clarification adjustments did not impact the root intent of any establish a path for development of skill and, ultimately, exper-
of the associated competencies. tise.22 The Dreyfus Model of Skill Acquisition asserts that an
Through conventional qualitative processes outlined earlier, individual develops skill by participating in progressively chal-
the 24 accepted competencies were categorized into the 3 lenging experiences while receiving specific and meaningful
broader domains (Tab. 3). The research team identified the feedback and performing frequent self-reflection.21 Ericcson
domains as learner-centered educator (n = 8), assessor/evalu- further describes the development of expertise occurring not
ator (n = 7), and professional role model (n = 9). Definitions just through experience and practice, but also requiring delib-
for each domain were developed by consensus of the research erate strategies to improve, including training, feedback, and
team following independent review and group discussion. reflection.46
Competencies identified in this study are similarly applica-
ble for clinical instructors as they progress along a develop-
Discussion mental path. For example, even a novice clinical instructor
This is the first study, to our knowledge, to utilize a consensus- is likely to seek feedback, utilize varied teaching strategies,
building process to identify clinical teaching competencies and model ethical and legal practice. A clinical instructor
and associated domains specific to physical therapist edu- with more training as an educator, with more expertise and
cation. The 24 competencies and 3 domains identified in self-awareness, may be more likely to embody competencies
this study represent the essential stakeholders in clinical edu- associated with planning learning experiences based on the
cation and provide a foundation for the development of a learning style of a student and to modify teaching strategies
competency model for clinical instructors in physical therapy. based on needs within a learning domain. Research shows that
A competency model is useful for identifying the expected the expertise of a clinical instructor can have a positive impact
skills, knowledge, and attributes associated with a particular on student outcomes and student experiences in clinical
Table 2. Modified Delphi Results by Round

Final
Myers et al

Initial Competency (Revised Competency) Round 1 Round 2 Round 3


Competency
Extremely/Very Extremely/Very Extremely/Very
Median Median Median Yes/No
Relevant (%) Relevant (%) Relevant (%)
Facilitate student development through varied teaching strategiesa 1.5 96.43 Yes
Recognize opportunities to modify learning experiences to support 2.0 89.29 Yes
students with exceptional needs (high-and low-performing students, etc)a
Integrates students’ learning styles and unique learning needs into clinical 2.0 78.57 Yes
teaching approacha
Seek feedback from student regarding clinical teachinga 1.5 82.14 Yes
Plan learning experiences that support student in meeting clinical 2.0 89.28 Yes
experience objectivesa
Utilize all appropriate teaching and learning opportunities available in 2.0 60.71
clinical environment
Utilize appropriate variety of teaching and learning opportunities — — 2.0 57.90 No
available in clinical environment to meet objectives of clinical experienceb
Clearly define expectations for clinical experience with input from 2.0 92.85 Yes
student and academic programa
Facilitate student socialization into clinical setting 2.0 53.57
Facilitate student professional formation and understanding of unique — — 2.0 68.42
role of physical therapist in health careb
Facilitate development of student professional identitya , b — — — — 2.0 52.94 Yes
Engage in professional development opportunities in area of 2.0 60.72 2.5 47.37
education/teaching
Engage in formal and informal professional development related to role — — — — 2.0 70.59 Yes
of clinical teachinga , b
Seek feedback from peers and students on teaching effectivenessa 2.0 82.15 Yes
Use questioning to foster clinical reasoning and engage learners in 2.0 75 Yes
inquirya
Demonstrate objectivity in student performance assessment, absent of 1.0 92.86 Yes
personal biasesa
Consider all student factors (ie, current level of performance, academic 1.5 71.43
curriculum, level of didactic preparation) in analyzing their behavior
Consider relevant student factors (eg, level of didactic preparation, — — 2.0 73.68 2.0 70.59 Yes
academic curriculum, current level of performance) in analyzing
students’ performancea , b
Accurately identify learning domains (cognitive, psychomotor, affective) 2.0 60.72
in which student is having difficulty
Accurately diagnose difficulties in learning process (eg, learning domains — — 2.0 68.42
impacted, stage of learning)b
Accurately identify difficulties in learning process (eg, learning domains — — — — 2.0 88.84 Yes
impacted, stage of learning)a , b
Provide timely, constructive feedback during clinical experience to 1.0 96.43 Yes
support student learning and/or modify behaviora
Use data from assessment process to modify and progress clinical 2.0 71.43
learning experiences

(Continued)
7

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8

Table 2. Continued

Final
Initial Competency (Revised Competency) Round 1 Round 2 Round 3
Competency
Extremely/Very Extremely/Very Extremely/Very
Median Median Median Yes/No
Relevant (%) Relevant (%) Relevant (%)
Effectively use information from assessment processes to modify clinical — — 2.0 68.42 2.0 52.49 Yes
learning experience to meet learners’ needsa , b
Accurately assess student performance through formal assessment 1.5 85.71 Yes
processesa
Foster students’ self-assessment skills and reflection on teaching and 2.0 85.72 Yes
learning activitiesa
Provide regular, detailed feedback to learners on their learning progressa 1.0 82.40 Yes
Employ effective, open, and non-threatening communication in all 1.0 100 Yes
professional interactionsa
Foster climate of respect, collegiality, professionalism, courage, and 1.0 100 Yes
caring within clinical settinga
Serve as mentor to students, new clinical educators, and/or new clinicians 2.0 71.43 2.5 52.63 3.0 35.29 No
in clinical settings
Prioritize professional commitments and responsibilities in healthy 2.0 53.57
manner
Model effective balance of professional commitments and — — 3.0 26.32 No
responsibilitiesb
Demonstrate commitment to life-long learning through participation in 2.0 82.14 Yes
professional development activitiesa
Engage as professional in district, state, regional, and/or national 4.0 22.04 No
activities
Promote ethical and legal principles of integrity, academic honesty, 1.0 96.43 Yes
flexibility, and respect through role modelinga
Use evidence to support clinical practicea 2.0 85.71 Yes
Disseminate information about clinical practice and education to support 3.0 28.57 No
learning among colleagues and students
Design, implement, and/or participate in research activities in area of 4.0 7.14 No
expertise
Enhance student learning through participation in interprofessional 2.0 64.29
practice
Enhance student learning through facilitation of deliberate — — 2.0 63.16 2.0 58.08 Yes
interprofessional practice opportunitiesa , b
a Accepted competency based on consensus criteria. b Revised competency based on panel feedback.
Clinical Teaching Competencies

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Myers et al

Table 3. Competencies by Domain

Domain Definition Associated Competency


Learner-centered educator Commitment to integration of educational Facilitate student development through varied teaching strategies
theory and adult learning principles to
facilitate learner’s success
Recognize opportunities to modify learning experiences to support students with exceptional
needs (high- and low-performing students etc.)
Integrate students’ learning styles and unique learning needs into clinical teaching approach
Plan learning experiences that support student in meeting clinical experience objectives
Clearly define expectations for clinical experience with input from student and academic
program
Use questioning to foster clinical reasoning and engage learners in inquiry
Foster students’ self-assessment skills and reflection on teaching and learning activities
Enhance student learning through facilitation of deliberate interprofessional practice
opportunities
Assessor/evaluator Accurate and systematic assessment of learner Demonstrate objectivity in student performance assessment, absent of personal biases
performance to drive feedback and structure
learning experience
Consider relevant student factors (eg, level of didactic preparation, academic curriculum,
current level of performance) in analyzing students’ performance
Accurately identify difficulties in learning process (eg, learning domains impacted, stage of
learning)
Provide timely, constructive feedback during clinical experience to support student learning
and/or modify behavior
Effectively use information from assessment processes to modify clinical learning to experience
to meet learners’ needs
Accurately assess student performance through formal assessment processes
Provide regular, detailed feedback to learners on progress of learning
Professional role model Evidence-based teaching approach; Seek feedback from student regarding clinical teaching
evidence-based clinical practice; lifelong
learner; self-assessment
Facilitate development of student professional identity
Engage in formal and informal professional development related to role of clinical teaching
Seek feedback from peers and students on teaching effectiveness
Employ effective, open, and non-threatening communication in all professional interactions
Foster climate of respect, collegiality, professionalism, courage, and caring within clinical setting
Demonstrate commitment to life-long learning through participation in professional
development activities
Promote ethical and legal principles of integrity, academic honesty, flexibility, and respect
through role modeling
Use evidence to support clinical practice
9

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10 Clinical Teaching Competencies

education.19 Therefore, physical therapist student educators clinical educators. Future work to further develop the
have a vested interest in seeing clinical instructors progress model includes identifying components of the “competency
from novice to expert on the skill acquisition continuum. The indicator” level. Linking broad domains, competencies, and
24 competencies from this study identify opportunity areas more specific competency indicators will provide a necessary
for ongoing clinical instructor development. framework for clinical instructors to utilize in self-reflection
Beyond the competencies, this study resulted in the creation and for future development of assessment and professional
of 3 specific domains: learner-centered educator, assessor/eval- development approaches.
uator, and professional role model. The National Excellence in
Education study placed learner-centered teaching and learn- Limitations

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ing at the center of their conceptual framework.4 Similarly, Although this study is the first, to our knowledge, within the
other health professions identified learner centeredness as a physical therapy profession to establish clinical teaching com-
component of clinical teaching competency.23,24 In this study, petencies, it is not without limitations. The Delphi approach is
competencies within the learner-centered domain emphasize a widely accepted consensus-building methodology; however,
an integration of adult-learning principles and educational it requires a longitudinal commitment of participants and is
theory in the approach to teaching. Utilizing varied teaching prone to attrition. We found a decreasing number of partic-
approaches, such as including the student in the process of ipants through each round of the study, particularly in the
setting expectations and learning experiences and fostering clinical instructor group, though the fact that the final round
self-reflection, places the learner at the center of the teaching still included perspectives from all key stakeholder groups
approach.47,48 Our results reveal learner-centered teaching as well as broad geographic representation was encourag-
principles as the most accepted concepts across all rounds of ing. As previously identified, a Delphi study relies heavily
the study. Participants accepted all but one of the competen- on a panel of participants considered experts in their field.
cies within this domain in the first round with no suggested Within clinical education, there is no clear definition of expert
edits. DCE, expert SCCE, or expert clinical instructor; therefore,
In the assessor/evaluator domain, 7 competencies met the inclusion criteria relied on years of experience and numbers
threshold for acceptance. The accepted competencies highlight of students supervised. We approached this study assuming
the importance of delivering adequate feedback, understand- that all participants had knowledge of educational learning
ing student academic preparation, and using student perfor- theory given their involvement in education. Because this
mance to design learning experiences. Effective and accurate type of knowledge is not a defined characteristic of expertise,
assessment of and feedback to learners is crucial for educating we recognize that the participants may have had varying
adult learners.48 The competencies in this domain reflect the understandings of learning theory, which may have impacted
multiple factors that clinical instructors must consider when the interpretation of competency statements. With these limi-
evaluating their students, including the level of the learner, the tations in mind, this work represents an initial exploration and
domains of learning, the need to facilitate the learner’s self- first step in establishing competencies of clinical educators. We
reflection, and the importance of timely feedback. Effective recognize that the clinical instructor and SCCE representation
assessment skills are desired skills of clinical instructors in was lower than the academic participants by the third round
physical therapist education.2,19,20 Our findings are also con- and anticipate continued efforts to gather feedback from the
sistent with those competency frameworks found in nursing27 clinical community are necessary for broader endorsement.
and medical education.23,24 This is the first study, to our knowledge, to formally address
The domain of professional role model in our study includes clinical instructor clinical teaching competencies, and educa-
competencies associated with evidence-based practice, uti- tors can use this work to further pursue excellence in physical
lization of self-reflection as a practitioner and teacher, and therapist education. Future steps include the refinement of
demonstrating a commitment to lifelong learning. Previous competencies and the development of competence indica-
studies show that both students and clinical instructors per- tors. The competencies identified in this study can positively
ceive these characteristics as essential to the effectiveness of influence clinical instructor development. By engaging the
the clinical instructor.3,20,49 These characteristics are also profession and adopting these competencies as the requisite
consistent with traditional faculty roles. Academic faculty are knowledge, skills, and behaviors all clinical instructors should
considered key role models for professionalism and profes- strive to develop, we can most effectively facilitate the devel-
sional identify formation for students in the health profes- opment of the next generation of excellent physical therapist
sions.50–53 CAPTE considers clinical instructors as extensions clinicians.
of the academic program faculty.8 Setting specific expecta-
tions within this domain for clinical instructors may foster
future development of professional development activities Author Contributions
that are consistent between academic and clinical faculty. Concept/idea/research design: K. Myers, C. Bilyeu, A. Sharp
The current approach to clinical instructor skill develop- Writing: K. Myers, C. Bilyeu, K. Covington, A. Sharp
ment is not consistent with Dreyfus and Ericsson’s theories of Data collection: K. Myers, A. Sharp
skill development. Instead, clinical instructors rely on incon- Data analysis: K. Myers, C. Bilyeu, K. Covington, A. Sharp
Project management: K. Myers, A. Sharp
sistent and optional formal training opportunities and inef-
Consultation (including review of manuscript before submitting):
fective feedback typically provided by students.2,54 Clearly C. Bilyeu, A. Sharp
defining the expected levels of competence provides a method
for addressing the gap between expectation and aspiration—
that clinical instructors are skilled educators and should strive Ethics Approval
for expertise in clinical teaching. The competency model This study was declared exempt from institutional review board review
described in this study is the foundation for continued efforts at each author’s institution: Duke University Health System, Colorado
to clearly define desired behaviors and characteristics of Multiple, and University of Minnesota.
Myers et al 11

Disclosures 19. Buccieri KM, Pivko SE, Olzenak DL. Development of an expert
The authors completed the ICMJE Form for Disclosure of Potential clinical instructor: a theoretical model for clinical teaching in
Conflicts of Interest and reported no conflicts of interest. physical therapy. J Phys Ther Educ. 2013;27:48–57.
20. Coleman-Ferreira K, Tovin M, Rone-Adams S, Rindflesch A.
Achieving clinical instructor competence: a phenomenological
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