Setting Expectations

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Setting Expectations
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Presentation based on materials from
theProduced by Supported by HRSA
Family Medicine Training Grant 1 D15
PE50119-01
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Goals

• Go through the process of setting expectations
  with a learner.
• Give you several tools that you can customize to
  fit your own practice.

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Why Set Expectations?

• To save time and energy by preventing mistakes
• To tailor the rotation to different learners
  particular needs
• To provide a framework for giving feedback and
  evaluating learner

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4 Steps to Set Expectations

• Orient learner assess learner needs
• Clarify expectations of performance
• Select rotation objectives
• Follow through provide feedback about whether
  expectations and objectives met

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Step 1 Orient Learner

• What to cover
• Introduction to practice
• Introduction to community
• Overview of rotation
• Introduction to learner
• How?

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Assess Learner Needs

• What to cover
• Rotations completed
• Other experience
• Interests
• Inventory of clinical skills
• How?

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Step 2 Clarify Expectations
Whose Expectations?
Preceptor
Learner
School or Residency
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Program Expectations

• The course curriculum
• The evaluation form

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Learner Expectations

• Areas to work on during the rotation clinical
  knowledge, skills, attitudes
• Grade sought for the rotation

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Preceptor Expectations

• Daily routine
• Additional activities
• Office policies
• Values
• Preceptor/learner interaction
• When a problem arises
• Unique learning opportunities at
• your practice

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Step 3 Rotation Objectives

• Mutually agreeable
• School, preceptor, learner priorities
• Include strategies for meeting objectives
• Consider writing them down
• Reviewed periodically
• Shared with other staff

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Step 4 Follow Through

• Give feedback to learner meeting expectations?
• Review rotation objectives and revise as needed
  remind staff of learner requests
• Consider mid-rotation evaluation

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Follow Through

• Exit interview
• Grade reflects expectations and objectives
• Review process with learner and staff

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Timeline of Activities

• Before Learner Arrives
• As Learner Arrives
• During the Rotation
• At End of Rotation

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4 Steps to Set Expectations

• Orient learner assess learner needs
• Clarify expectations of performance
• Select rotation objectives
• Follow through provide feedback about whether
  expectations and objectives being met