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Third Edition
ESSENTIAL SKILLS
FOR A MEDICAL
TEACHER
An introduction to teaching
and learning in medicine
Foreword by
David M Irby
Ronald M Harden
I I SI \ II
Jennifer M Laidlaw
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ESSENTIAL SKILLS FOR A
MEDICAL TEACHER
This page intentionally left blank
ESSENTIAL SKILLS FOR A
MEDICAL TEACHER
An introduction to teaching and learning
in medicine
Third Edition
Foreword by
The right of Ronald Harden and Jennifer Laidlaw to be identified as authors of this work has been asserted
by them in accordance with the Copyright, Designs and Patents Act 1988.
No part of this publication may be reproduced or transmitted in any form or by any means, electronic or
mechanical, including photocopying, recording, or any information storage and retrieval system, without
permission in writing from the publisher. Details on how to seek permission, further information about the
Publisher’s permissions policies and our arrangements with organizations such as the Copyright Clearance
Center and the Copyright Licensing Agency, can be found at our website: www.elsevier.com/permissions.
This book and the individual contributions contained in it are protected under copyright by the Publisher
(other than as may be noted herein).
Notices
Practitioners and researchers must always rely on their own experience and knowledge in evaluating
and using any information, methods, compounds or experiments described herein. Because of rapid
advances in the medical sciences, in particular, independent verification of diagnoses and drug dosages
should be made. To the fullest extent of the law, no responsibility is assumed by Elsevier, authors, edi-
tors or contributors for any injury and/or damage to persons or property as a matter of products liability,
negligence or otherwise, or from any use or operation of any methods, products, instructions, or ideas
contained in the material herein.
ISBN: 978-0-7020-7854-5
Foreword ix
Preface xi
About the Authors xiii
Acknowledgements xv
v
12 Using an integrated approach 92
13 Interprofessional education 99
14 Clinical teaching in the curriculum 105
15 Information overload and a curriculum with core content and options 116
CONTENTS
16 The importance of the learning environment 124
17 Mapping the curriculum 134
SECTION 4 Helping the student to learn (The teacher’s toolkit) 141
18 Selecting the teaching/learning method 143
19 Understanding basic educational principles 148
20 Demonstrating passion for teaching 164
21 Teaching large groups 169
22 Teaching small groups 177
23 Facilitating independent learning 186
24 Undertaking clinical teaching 192
25 Making use of simulation 199
26 Technology enhanced learning 205
27 Peer and collaborative learning 214
SECTION 5 Checking that the student has learned
(Assessment) 219
CONTENTS
37 Bringing about change
283
Index 307
vii
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Foreword
My life has been repeatedly transformed by exceptional teachers. I vividly recall a pre-
sentation by an amazing teacher and researcher at a national meeting 30 years ago,
which changed the trajectory of my research and career. I was so excited about the ideas
he presented that I embarked on a quest to establish a whole new line of inquiry. I left
the conference and immediately resigned my assistant deanship, took a sabbatical to
get retooled in qualitative research methods, and embarked on a set of research studies
on clinical teacher knowledge and reasoning. Great teaching can change everything.
Reflecting on that powerful experience, I am reminded that I also love to teach because
I love to learn, and I derive a great deal of personal satisfaction in helping others. I find
joy in preparing, teaching interactively, and reflecting on my instruction so that I can
continually improve. And I am inspired by and celebrate the learning gains and ac-
complishments of my learners and mentees. I ask you, what could be better than this?
Yet, exceptional teaching doesn’t just happen. Teaching excellence emerges from hard
work and deliberate practice. By deliberate practice I mean, the conscious and effort-
ful work on one component or skill of teaching in order to improve it - before moving
on to master additional components. In learning anything new, the best approach is
to pick one thing to focus on, implement and automate it, before adding another new
strategy. Thus, the way to read this book, Essential Skills for a Medical Teacher, is to
select one chapter or skill to read about, try using it in your teaching, and then revise
until it works for you. Then, select another skill, concept or chapter to read and experi-
ment with it.
This book offers insights from practice and scholarship to improve the various roles
teachers perform: teacher, mentor, curriculum developer, assessor, educational leader,
and scholar. Both new and experienced teachers will find practical and tested strate-
gies for each of these roles in this book. Some of the ideas and concepts can be readily
implemented while others require more extensive effort, collaboration and planning.
Since there are no simple answers or quick fixes for excellent teaching, the book should
be viewed as a set of tools designed for continuous improvement.
There is an additional benefit to reading the book: learning the vocabulary and con-
cepts of contemporary medical education. At a conceptual level, teachers benefit from
understanding key learning theories and terms, curriculum development frameworks,
assessment strategies, and leadership practices. This offers a common language and
ix
an evidence-based approach to working in medical education. These concepts can ex-
pand understanding about the roles and responsibilities of teachers not only for direct
instruction but for the broader learning environment as well.
The format of the book lends itself to being a guide on the side for educational
knowledge and skills. It is written in a style that is easy to assimilate, is evidence-
FOREWORD
based, offers practical and inspiring ideas with selected references on each topic
presented. In addition, the chapters offer insights into key contemporary concepts
in education, such as adaptive expertise, EPAs, spiral and hidden curricula; as well
as helpful memory devices for retention of key points. You might see if you can find
the following mnemonics used to remember key concepts in the book: SPICES,
FAIR, CRISIS, PHOG, P2P, PROFILE.
In the chapter on passion for teaching, there are helpful tips on how to be a pas-
sionate teacher and how to avoid burnout. Passion for teaching and the topic of
instruction is essential to motivate learning. I learned from my earliest research on
clinical teaching that enthusiasm (and a passion for teaching and for one’s profes-
sion) is the highest correlate of overall teaching effectiveness as rated by students
and residents. Sharing excitement for teaching and patient care activates, energizes
and focuses learning.
Welcome to the third edition of Essential Skills for a Medical Teacher. If you are
new to teaching and training you will find that the text describes what you should
know about curriculum planning, about teaching and learning methods, and about
assessment. For those more experienced, it provides an update on developments in
medical education and an opportunity to critique your own teaching in the light of
best education practice. The text has been prepared as a practical resource that will
assist you to create meaningful learning opportunities for your students or trainees.
At the same time it introduces some key principles that will help you to reflect on
the recommendations provided and on your own teaching.
The chapters in the book have been revised and updated to take account of the
developments in medical education since the second edition was published. New
chapters have been added addressing entrustable professional activities, the selec-
tion of the most appropriate teaching method, your approach to assessment using
the assessment PROFILE, self-assessment, bringing about change, and the future
of medical education.
The book provides a concise summary of practical issues and what is required of a
teacher, with bulleted lists to allow you to assimilate quickly the key elements. It
was Albert Einstein who said that ‘any intelligent fool can make things bigger and
more complex’. We hope we have avoided doing so! At the end of each chapter we
ask you to Think about issues raised and also Dig deeper in the published literature.
In addition to references cited in the text, we have provided additional references
should you wish to explore the topic in more depth.
We have divided the book into six sections. The first section introduces you to your
roles as a teacher and the challenges you face. The second section addresses the
key question you need to consider first – what should the student or trainee learn.
This reflects the important move to outcome-or competency-based education. The
next section looks at the different options for addressing these learning outcomes
in a curriculum and the range of educational strategies available. Section four then
considers how you can best facilitate the student’s learning and the tools available
in your teacher’s toolkit. Section five describes how you can assess whether the
learner has mastered the necessary outcomes and competencies and the power as-
sessment has to assist the student’s learning. The final section considers how you
xi
can review your own teaching, adopt an evidence-informed approach, and bring
about change where this may be indicated. The book reflects the wind of change in
medical education. The last chapter looks at what the education programme might
look like in 5 or 10 years.
Ronald M Harden
Professor Ronald Harden graduated from the medical school in Glasgow, UK. He
completed training and practised as an endocrinologist before moving full time to
medical education. Professor Harden is editor of Medical Teacher and General Sec-
retary and Treasurer of the Association for Medical Education in Europe (AMEE).
He was formerly Professor of Medical Education, Teaching Dean and Director of
the Centre for Medical Education at the University of Dundee, and Consultant
Physician.
to the OSCE and The Eight Roles of the Medical Teacher and co-editor of A Practical
Guide for Medical Teachers and the Routledge International Handbook of Medical
Education.
xiii
Institutet Prize for Research in Medical Education. The purpose of the prize is
to recognise and stimulate high-quality research in medical education in order to
promote long-term improvements of educational practices in medical training. It is
often considered as the Nobel Prize for medical education. In 2009, he was awarded
the ASME Richard Farrow Gold Medal, in recognition of the contributions he has
made to medical education. In 2010, he was presented with the AMEE Lifetime
ABOUT THE AUTHORS
Jennifer M Laidlaw
Jennifer Laidlaw joined the University of Dundee’s Centre for Medical Education
in 1975, having previously been a media resource officer for the Royal Bank of Scot-
land and an innovator of their first distance learning programmes for bank staff.
She has acted as a medical education consultant for the World Health Organisation,
the British Council, medical schools, and colleges. She has run workshops in Ma-
laysia, the United Arab Emirates, Australia, Egypt, Kuwait, Thailand, Bangladesh,
Hungary, and Romania.
She provided the educational design for the Centre’s distance learning programmes,
which were distributed to over 50,000 healthcare professionals, including general
practitioners, surgeons, pharmacists, dentists, nurses, and physiotherapists. Her
postgraduate experience was with junior doctors, designing and teaching on induc-
tion courses.
She initiated the Twelve Tips series, which continues to be produced by the journal
Medical Teacher, and provided the educational design for the series Developing the
Teaching Instinct produced by the Education Development Unit of the Scottish
Council for Postgraduate Medical and Dental Education.
In her teaching, whether it be face-to-face or at a distance, she has applied the FAIR
principles that are highlighted in this book. The approach has certainly worked for her.
Acknowledgements
We have learned a lot working with the excellent facilitators on our Essential Skills
in Medical Education (ESME) courses and from the participants who have shared
their thoughts with us. Medical education is an applied discipline and only by see-
ing and experiencing at first-hand what works and what does not work have we
been able to distil what we believe to be helpful advice.
We would like to thank everyone who supported us in the preparation of this book,
including Jacob Thorn for work on the preparation of the manuscript, Jim Glenn,
whose cartoons we hope will entertain the reader, and David Irby, who has written
the Foreword. Finally, we would like to thank the team from Elsevier, including
Laurence Hunter, Carole McMurray, and Elyse O’Grady, without whose support
and assistance this book would not have been possible.
Ronald M Harden
Jennifer M Laidlaw
xv
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SECTION 1
Challenges you face as a
teacher
(Teaching responsibilities)
1
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What is expected of you as a teacher
at a time of change 1
What would the learner miss if you were not there as a teacher? You
have a critical role to play in the education programme.
This is equally true today. If you are a teacher, a trainer, a clinical supervisor, some-
one with responsibility for a section of a course, or a dean, you can make a differ-
ence to the quality of your students’ or trainees’ learning experience. Teachers in
fact are a key ingredient in the education programme and the medical school or
postgraduate body’s greatest asset. The teacher is critical to the success or failure of
the education programme with regard to the planning and delivery of the curricu-
lum, to the methods adopted to support teaching and learning, and to the assess-
ment of the student’s progress and achievement of the specified learning outcomes.
As we discuss in Chapter 21, there are no bad lectures only bad lecturers. Acknowl-
edging the importance of the teacher, Lawrence Stenhouse (1975), an education
guru, suggested that there could be no such thing as curriculum development with-
out teacher development.
3
Accrediting bodies, such as the General Medical Council in the UK, have recog-
nised that all doctors to a greater or lesser extent have teaching responsibilities,
and teaching competence is highlighted as an important learning outcome in un-
dergraduate and postgraduate programmes. A European Union High Level Group:
Train the Professors to Teach recommended,
SECTION 1
An effective teacher
It is now recognised that expertise in medicine or in a content area is not necessar-
ily associated with the skills required to teach the subject to students or trainees.
While a good teacher may naturally have the skills and passion to teach others,
some required skills have to be learned. Everyone can learn how to be a teacher. In
teaching, much may be seen as common sense or obvious but experience shows
that in practice, teachers often flounder and are found wanting. Teachers can learn
from experience but this in itself is not enough. This point is illustrated when we
look at golfers who go round a golf course practicing their mistakes, but if the mis-
Technical skills
1
Preparing and giving
lectures
Small group teaching
Teaching practical or
clinical skills
Teaching is both an art and a science. Some teachers are instinctively good teach-
ers but others are not. The reassuring fact, however, is that the art and science of
teaching can be learned. The experienced teacher can develop further their teaching
instinct and the new teacher can be helped to acquire this instinct and the neces-
sary competencies, attitudes, and professionalism.
Teaching is a complex activity that requires the teacher to have a range of abilities. What
is required of the teacher is demanding. Teaching, Brookfield (1990) suggested, is the
‘educational equivalent of white water rafting’. The teacher requires a range of technical
skills but this is not enough. Their approach to teaching should be based on an under-
standing of basic educational principles, an appropriate attitude, informed decision-
making strategies, and teamworking skills. The teacher is also required to have a profes-
sional approach to their teaching, keeping themselves up-to-date and evaluating their
teaching performance. These abilities correspond to the three circles shown in Fig. 1.1.
Here lies a problem. Staff development programmes and texts on the subject fre-
quently address only the technical competencies, or alternatively focus on details
5
relevance. The concept of professionalism and attitudes to teaching are largely ig-
nored. It is now recognised that the effective teacher requires a combination of tech-
nical competence, an appropriate approach to their teaching, and professionalism
in their work as a teacher as shown in the equation:
The multiplication symbol has been used in the equation rather than the addition
symbol. The implication is that a demonstration of technical competence, no mat-
ter how good, on its own is not sufficient: a zero score for the approach to teaching
or for professionalism will result in a total score for the teacher of zero.
Paralleling the move to evidence-based medicine, the need for the teacher to
Collaboration and team work are now a feature of education practice and is nec-
essary for the successful implementation of curriculum developments such
as integration, interprofessional education, and outcome-based education.
should reflect on their own teaching practice, and should audit the quality of
their teaching
• Teachers should have the necessary abilities and have the personal
teaching
• The teacher should communicate their experiences and lessons learned to
•
The teaching context or culture where learning takes place
7
Teaching
context
Roles of the
teacher
SECTION 1
Competencies of
a teacher
The context
The third side of the cube represents the context or culture in which you are teach-
ing. This may be in the community or a hospital setting, it may be with students
early in their medical studies, or with postgraduate trainees who have completed
their undergraduate programme. Education in medicine takes place in a wide vari-
ety of settings. The education context influences how the curriculum is structured,
the defined learning outcomes, the available learning opportunities and resources,
and the approach to assessment (Brett et al., 2018). Consideration needs to be given
to geographical context, including cultural values and the availability of learning
resources. Geographical variations may include different power relationships and
different expectations, different clinical contexts, different roles for students and
trainees, and different roles expected of the teacher. The teacher should not only
consider the context in which they are teaching, including its advantages and limi-
tations, but should also encourage the learner to reflect on this and how learning 1
may vary in different contexts (Brett et al., 2018).
teach.’
Dybowski and Harendza (2014) found that a teacher’s personal motivation to teach
comprised a range of factors from intrinsic, such as the joy of teaching itself, to
more extrinsic motives, such as the perception of teaching as an occupational duty.
Teaching, however, is a personal matter and your commitment to teaching is im-
portant if you are to respond to the challenges facing medical education. The work
should be enjoyed and not endured. Whether you are working with students in the
undergraduate curriculum or with trainees in postgraduate or specialist training,
we hope the chapters that follow will help you find that teaching well is more fun
and satisfying than teaching poorly. The book has been written in the belief that
teaching is both a craft and a science and that, with a better understanding of their
work, ‘poor’ teachers can become ‘good’ teachers and ‘good’ teachers can become
‘excellent’ teachers. If you have the necessary skills, teaching is not a chore; it can
be an enjoyable experience and can be rewarding and fun.
Think about
1. The teacher is important and is key to the success of the education
programme. What would your students miss if you were not there as a teacher
or trainer?
2. What teaching skills do you already have and are there areas which you might
Dig deeper
Boyer, E.L., 1990. Scholarship Reconsidered: learning in the matrix, learning from
Priorities of the Professoriate. John Wiley the matrix. Acad. Med. 93 (11), 1645–
and Sons, New York, USA. 1651.
Brett, S., Ellaway, R.H., Watling, C., et al., Brookfield, S., 1990. The Skillful Teacher.
2018. The contextual curriculum: Jossey-Bass, San Francisco, USA, p. 2.
9
Dunlop, D., 1963. Medical education in know now that we didn’t know then. In:
scotland. In: Goldberg, A. (Ed.), Future of Marzano, R.J. (Ed.), On Excellence in
Medical Education in Scotland. Scottish Teaching, tenth ed. Solution Tree Press,
Medical Journal, Glasgow, Scotland. Indiana, USA.
Dybowski, C., Harendza, H., 2014. “Teaching Harden, R.M., Lilley, P., 2018. The 8 Roles of
is like nightshifts...”: a focus group study the Medical Teacher. Elsevier, London, UK.
on the teaching motivations of clinicians. Stenhouse, L., 1975. An Introduction to
SECTION 1
11
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