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Medical Simulation:
Scenario Design and Debriefing
Rob Parker, DO
July 2017
Introduction
 What is Simulation?
 Why Simulation?
 Scenario Design
 Debriefing
Theories of
Learning
Adult Learners
• Adults need to know why they need to learn something
• Adults have some degree of self-motivation
• Adults approach learning as problem solving
• Adults learn best when the topic has immediate value
• Adults need to learn experientially
• Adults bring their prior experiences/beliefs with them
National Training Laboratories,
Bethel, Maine; 1969
Lecture
5%
Reading
10%
Audiovisual
Information
20%
Demonstration
30%
Group Discussion
50%
Learning by Doing
75%
Teaching Others
90%
Passive training
Active training
KnowledgeRetention
Pyramid of Learning
What is Simulation?
 “Simulations are created experiences that mimic processes or
conditions that cannot or should not be experienced firsthand
by a student because of the student’s inexperience or the risk
to the patient (Morton, 1997).”
 “Simulation is a technique…to replace or amplify real
experiences with guided experiences that evoke or replicate
substantial aspects of the real world in a fully interactive
manner (Gaba, 2004).”
 “Simulation is a generic term that refers to the artificial
representation of a real-world process to achieve educational
goals via experiential learning (Flanagan, Nestel, & Joseph,
2004).”
What is Simulation?
 “Simulations are created experiences that mimic processes or
conditions that cannot or should not be experienced firsthand
by a student because of the student’s inexperience or the risk
to the patient (Morton, 1997).”
 “Simulation is a technique…to replace or amplify real
experiences with guided experiences that evoke or replicate
substantial aspects of the real world in a fully interactive
manner (Gaba, 2004).”
 “Simulation is a generic term that refers to the artificial
representation of a real-world process to achieve educational
goals via experiential learning (Flanagan, Nestel, & Joseph,
2004).”
Simulation is:
Created, guided experiences that mimic real-
world processes or conditions to achieve
educational goals via interactive, experiential
learning
Tenants of Simulation
1. Feedback is provided during the
learning experience
2. Learners engage in repetitive
practice
3. The simulator is integrated into
the medical curriculum
4. Learners practice with increasing
levels of difficulty
5. The simulator is adaptable to
multiple learning strategies
6. The simulator captures clinical
variation
7. The simulator is embedded in a
controlled environment
8. The simulator permits
individualized learning
9. Learning outcomes are clearly
defined and measured
10. The simulator is a valid (high-
fidelity) approximation of clinical
practice
Medical Education in the Pre-Simulator EraExpertise
Time
Advanced
Clinical
Expertise
1st Year Med Student
4th Year Med Student
Internship
Senior Resident
Fellowship
Junior Attending
Basic
Science
Clinical Exposure
Early Clinical Decision Making
Advanced Clinical Decisions
Clinical Responsibility
Darby. 2014
Expertise
Time
Advanced
Clinical
Expertise
1st Year Med Student
Internship
Senior Resident
Fellowship
Simulation
as Adjunct
Medical Education in the Post-Simulator Era
Darby. 2014
How Sim Works
Created, guided experiences that mimic real-
world processes or conditions to achieve
educational goals via interactive, experiential
learning
Stress and Performance in Simulation
Stress and Performance in Simulation
Goals of a Successful
Simulation
• Increase knowledge and
retention
• Improve team communication
and performance
• Practice! Practice! Practice!
Creating a Scenario
Step 1 - Perform a General Needs
Assessment
• Problem (Gap) =
• Ideal Situation –
Current Situation
• The Idea Comes
from the Gap
Step 2 - Create Objectives
Who will do .. how much ..
of what .. by when
Step 3 - Tell the story
 Write the story in 10
words or less
“A infant with
bronchiolitis developed
respiratory failure
requiring intubation”
Step 4 – Story to Scenario
 1. Story pitch
 2. Story structure
 3. Story Narration
 4. Screenplay
 5. Storyboard
The 3 Act Structure
1. The team receives an infant in
respiratory distress
2.The team recognizes respiratory
failure and responds appropriately
3.The team intubates the baby and saves
the day!
The Story
 2 month old male presents with bronchiolitis. He was
admitted overnight to the inpatient unit and was provided
usual care with NC O2. His clinical status deteriorates
such that he requires ventilatory support via Vapotherm
(HFNC). Patient requires escalating respiratory needs
prompting a Rapid Response to be called. Patient requires
intubation at which point his condition stabilizes and he
can be transferred to the intensive care unit.
Step 5 – Create the StoryBoard
Running the Case
 Determine what action is going to trigger the next step
 Ex. Failure to recognize worsening sats  apnea
 Ex. Increase respiratory support and 5 minutes passed
 Ex. Team effectively intubates patient and saves the day
Step 6 – Create the Assessment
 How do you know that the
learners are learning?
 Self Assessment
 Peer Assessment
 Expert Assessment
 Make Sure to Identify the
Key Components that all
learners must take away
Step 7 – List the Resources
 1. Simulators
 2. Medical Equipment
 3. Adjuncts & Props
 4. Moulage
 5. PC & Software
 6. A-V Equipment
 7. Documents
Step 8 – Prepare the Stage
• Make sure you
have the
equipment, space,
resources, props
and a flow to the
scenario
Step 9 – Ready For Action!
Step 10 – Action!
Debriefing
Bring Meaning to Simulation
Debriefing is the most important feature of
simulation-based medical education.
– Safely and critically provide constructive feedback
– Recognize any potential bias
– Understand where the learners are coming from
and restructure their framework
Debriefing Basics
 The terms debriefing and feedback are sometimes used
interchangeably
 Debriefing is facilitated discussion of an event - with
goal of improving future performance
Basic Structure
 Prebrief
 Reactions phase
 Gathering Understanding Phase
 Summarizing/Reviewing Phase
 Planning for the next time
Prebrief
 Set the stage –
– “There will be a 15 minute scenario after which we will take time to
decompress then talk about what we hoped you got out of the
scenario”
 Create a culture of safety –
– “This is a chance to make mistakes, we all make them, to learn from
them and to become better in the future.”
 Introduce the participants to the mannequin –
– Have them look, listen and feel
 Ask them to act as if they would in real life –
– “If you would put in an IO then put in an IO. If you would suction the
patient, then do that.”
 Ask them to verbalize their thoughts –
– “Talk out loud so everyone can here and understand where you are
coming from.”
Objectives Guide
The Debriefing
Mind the Gap
Methods of Debriefing
Framework Phases Meaning
Good Judgement • Reactions
• Analysis
• Summary
• Explore feelings and “blow off steam”
• Identify performance gaps, give feedback on gaps, investigate where
person is coming from, commence discussion and didactics
• Distill lessons and codify insights gained during analysis phase
GAS • Gather
• Analyze
• Summarize
• Team leader provides narrative of events with supplementation from team
• Pointed questions are used to stimulate reflection and shed light on
thinking process
• Verify all important points and review lessons learned
AAR • Define
• Explain
• Benchmark
• Review
• Identify
• Examine
• Formalize teaching
• Define the rules of debriefing (safe learning, trying to get better, etc.)
• Explain the learning objectives
• Explain performance standards
• Review what the expected actions were
• Identify what actually happened during simulation
• Examine why things happened and provide feedback on performance
gaps
• Formalize learning with a focus on what went well, what did not, and what
people would do different next time
TeamGAINS • Reactions
• Clinical Debriefing
• Transfer
• Behavioral Skills
Discussion
• Summarize
• Repeated practice
• “How did that feel?”
• Debriefing of the clinical components of the scenario
• Transfer from simulation to reality (“how would this look in real life?”)
• Discussion of behavioral skills and relation to clinical outcomes
• Summarize the learning experience
• Supervised practice of the clinical skills
FFAST
PEARLS
Advocacy and Inquiry
Advantages
 Promotes reflective
learning
 Allows for understanding
of frames/rationale
 Promotes group
discussion
 Explores team dynamics
Disadvantages
 Can be time consuming
 Very difficult to master
 Risks the conversation
going off topic
Directive Feedback
Advantages
 Rapidly closes
performance gap
 When rationale is not
present, discussion is not
required
 Time efficient
 May be best to use with
procedural tasks or
novice learners
Disadvantages
 Assumes that rationale is
incorrect
 Does not explore
frames/rationale
 May be taken in the
wrong way if not
delivered well
 Pedagogical
 Limits group discussion
Plus/Delta
 Combines things that have gone well (pluses)
 With things that could change (delta)
 A variation of the “feedback sandwich”
PEARLS Debriefing Script
Setting the scene
• ‘‘I’ll spend about XX minutes debriefing the case with you.
• First, I’ll be interested to hear how you are feeling now that that case is over
• Second, I’d like someone to describe what the case was about to make sure we are all on the same page.
• Then, we’ll explore the aspects of the case that worked well for you and those you would manage differently and why. I’ll be interested to
hear what was going through your mind at various points in time.
• We’ll end by summarizing some take-home points and how to apply them in your clinical practice.’’
Reaction
• “‘How are you feeling?” “How are the rest of you feeling?”
Description
• “Can someone summarize the case from a medical point of view so that we are all on the same page?’’
• ‘‘From your perspective, what were the main issues you had to deal with?’’
• “What happened next?” “How did the team respond?”
Analysis
• “Now that we are clear about what happened, let’s talk more about that case. I think there were aspects you managed effectively and
others that seemed more challenging. I would like to explore each of these with you.’’
Learner Self-Assessment
• “What aspects of the case do you think
went well?”
• “What aspects of the case would you
want to change?”
Directive Feedback and Teaching
• Provide relevant information or tips to
perform the actions correctly
• “I noticed you [ ]. Next time, you may
want to [ ] because [rationale].”
Facilitation
• Specifically state what you would like
the to talk about (“I would like to take a
few minutes to talk about XXX”
• Elicit the rationale for these actions
Are there any outstanding points that people would like to go over before we close?
Applications/Summarizing
• Learner Driven: “I’d like to close by having each one of you state a take away point.”
• Instructor Driven: “In summary, the key learning points from this case were …”
Questions?

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Medical simulation - scenario design and debriefing

  • 1. Medical Simulation: Scenario Design and Debriefing Rob Parker, DO July 2017
  • 2. Introduction  What is Simulation?  Why Simulation?  Scenario Design  Debriefing
  • 4. Adult Learners • Adults need to know why they need to learn something • Adults have some degree of self-motivation • Adults approach learning as problem solving • Adults learn best when the topic has immediate value • Adults need to learn experientially • Adults bring their prior experiences/beliefs with them
  • 5. National Training Laboratories, Bethel, Maine; 1969 Lecture 5% Reading 10% Audiovisual Information 20% Demonstration 30% Group Discussion 50% Learning by Doing 75% Teaching Others 90% Passive training Active training KnowledgeRetention Pyramid of Learning
  • 6. What is Simulation?  “Simulations are created experiences that mimic processes or conditions that cannot or should not be experienced firsthand by a student because of the student’s inexperience or the risk to the patient (Morton, 1997).”  “Simulation is a technique…to replace or amplify real experiences with guided experiences that evoke or replicate substantial aspects of the real world in a fully interactive manner (Gaba, 2004).”  “Simulation is a generic term that refers to the artificial representation of a real-world process to achieve educational goals via experiential learning (Flanagan, Nestel, & Joseph, 2004).”
  • 7. What is Simulation?  “Simulations are created experiences that mimic processes or conditions that cannot or should not be experienced firsthand by a student because of the student’s inexperience or the risk to the patient (Morton, 1997).”  “Simulation is a technique…to replace or amplify real experiences with guided experiences that evoke or replicate substantial aspects of the real world in a fully interactive manner (Gaba, 2004).”  “Simulation is a generic term that refers to the artificial representation of a real-world process to achieve educational goals via experiential learning (Flanagan, Nestel, & Joseph, 2004).”
  • 8. Simulation is: Created, guided experiences that mimic real- world processes or conditions to achieve educational goals via interactive, experiential learning
  • 9. Tenants of Simulation 1. Feedback is provided during the learning experience 2. Learners engage in repetitive practice 3. The simulator is integrated into the medical curriculum 4. Learners practice with increasing levels of difficulty 5. The simulator is adaptable to multiple learning strategies 6. The simulator captures clinical variation 7. The simulator is embedded in a controlled environment 8. The simulator permits individualized learning 9. Learning outcomes are clearly defined and measured 10. The simulator is a valid (high- fidelity) approximation of clinical practice
  • 10. Medical Education in the Pre-Simulator EraExpertise Time Advanced Clinical Expertise 1st Year Med Student 4th Year Med Student Internship Senior Resident Fellowship Junior Attending Basic Science Clinical Exposure Early Clinical Decision Making Advanced Clinical Decisions Clinical Responsibility Darby. 2014
  • 11. Expertise Time Advanced Clinical Expertise 1st Year Med Student Internship Senior Resident Fellowship Simulation as Adjunct Medical Education in the Post-Simulator Era Darby. 2014
  • 13. Created, guided experiences that mimic real- world processes or conditions to achieve educational goals via interactive, experiential learning
  • 14. Stress and Performance in Simulation
  • 15. Stress and Performance in Simulation
  • 16. Goals of a Successful Simulation • Increase knowledge and retention • Improve team communication and performance • Practice! Practice! Practice!
  • 18.
  • 19. Step 1 - Perform a General Needs Assessment • Problem (Gap) = • Ideal Situation – Current Situation • The Idea Comes from the Gap
  • 20. Step 2 - Create Objectives Who will do .. how much .. of what .. by when
  • 21. Step 3 - Tell the story  Write the story in 10 words or less “A infant with bronchiolitis developed respiratory failure requiring intubation”
  • 22. Step 4 – Story to Scenario  1. Story pitch  2. Story structure  3. Story Narration  4. Screenplay  5. Storyboard
  • 23. The 3 Act Structure 1. The team receives an infant in respiratory distress 2.The team recognizes respiratory failure and responds appropriately 3.The team intubates the baby and saves the day!
  • 24. The Story  2 month old male presents with bronchiolitis. He was admitted overnight to the inpatient unit and was provided usual care with NC O2. His clinical status deteriorates such that he requires ventilatory support via Vapotherm (HFNC). Patient requires escalating respiratory needs prompting a Rapid Response to be called. Patient requires intubation at which point his condition stabilizes and he can be transferred to the intensive care unit.
  • 25. Step 5 – Create the StoryBoard
  • 26. Running the Case  Determine what action is going to trigger the next step  Ex. Failure to recognize worsening sats  apnea  Ex. Increase respiratory support and 5 minutes passed  Ex. Team effectively intubates patient and saves the day
  • 27. Step 6 – Create the Assessment  How do you know that the learners are learning?  Self Assessment  Peer Assessment  Expert Assessment  Make Sure to Identify the Key Components that all learners must take away
  • 28. Step 7 – List the Resources  1. Simulators  2. Medical Equipment  3. Adjuncts & Props  4. Moulage  5. PC & Software  6. A-V Equipment  7. Documents
  • 29. Step 8 – Prepare the Stage • Make sure you have the equipment, space, resources, props and a flow to the scenario
  • 30. Step 9 – Ready For Action!
  • 31. Step 10 – Action!
  • 33. Bring Meaning to Simulation Debriefing is the most important feature of simulation-based medical education. – Safely and critically provide constructive feedback – Recognize any potential bias – Understand where the learners are coming from and restructure their framework
  • 34. Debriefing Basics  The terms debriefing and feedback are sometimes used interchangeably  Debriefing is facilitated discussion of an event - with goal of improving future performance
  • 35. Basic Structure  Prebrief  Reactions phase  Gathering Understanding Phase  Summarizing/Reviewing Phase  Planning for the next time
  • 36. Prebrief  Set the stage – – “There will be a 15 minute scenario after which we will take time to decompress then talk about what we hoped you got out of the scenario”  Create a culture of safety – – “This is a chance to make mistakes, we all make them, to learn from them and to become better in the future.”  Introduce the participants to the mannequin – – Have them look, listen and feel  Ask them to act as if they would in real life – – “If you would put in an IO then put in an IO. If you would suction the patient, then do that.”  Ask them to verbalize their thoughts – – “Talk out loud so everyone can here and understand where you are coming from.”
  • 39. Methods of Debriefing Framework Phases Meaning Good Judgement • Reactions • Analysis • Summary • Explore feelings and “blow off steam” • Identify performance gaps, give feedback on gaps, investigate where person is coming from, commence discussion and didactics • Distill lessons and codify insights gained during analysis phase GAS • Gather • Analyze • Summarize • Team leader provides narrative of events with supplementation from team • Pointed questions are used to stimulate reflection and shed light on thinking process • Verify all important points and review lessons learned AAR • Define • Explain • Benchmark • Review • Identify • Examine • Formalize teaching • Define the rules of debriefing (safe learning, trying to get better, etc.) • Explain the learning objectives • Explain performance standards • Review what the expected actions were • Identify what actually happened during simulation • Examine why things happened and provide feedback on performance gaps • Formalize learning with a focus on what went well, what did not, and what people would do different next time TeamGAINS • Reactions • Clinical Debriefing • Transfer • Behavioral Skills Discussion • Summarize • Repeated practice • “How did that feel?” • Debriefing of the clinical components of the scenario • Transfer from simulation to reality (“how would this look in real life?”) • Discussion of behavioral skills and relation to clinical outcomes • Summarize the learning experience • Supervised practice of the clinical skills
  • 40. FFAST
  • 42.
  • 43.
  • 44. Advocacy and Inquiry Advantages  Promotes reflective learning  Allows for understanding of frames/rationale  Promotes group discussion  Explores team dynamics Disadvantages  Can be time consuming  Very difficult to master  Risks the conversation going off topic
  • 45. Directive Feedback Advantages  Rapidly closes performance gap  When rationale is not present, discussion is not required  Time efficient  May be best to use with procedural tasks or novice learners Disadvantages  Assumes that rationale is incorrect  Does not explore frames/rationale  May be taken in the wrong way if not delivered well  Pedagogical  Limits group discussion
  • 46. Plus/Delta  Combines things that have gone well (pluses)  With things that could change (delta)  A variation of the “feedback sandwich”
  • 47. PEARLS Debriefing Script Setting the scene • ‘‘I’ll spend about XX minutes debriefing the case with you. • First, I’ll be interested to hear how you are feeling now that that case is over • Second, I’d like someone to describe what the case was about to make sure we are all on the same page. • Then, we’ll explore the aspects of the case that worked well for you and those you would manage differently and why. I’ll be interested to hear what was going through your mind at various points in time. • We’ll end by summarizing some take-home points and how to apply them in your clinical practice.’’ Reaction • “‘How are you feeling?” “How are the rest of you feeling?” Description • “Can someone summarize the case from a medical point of view so that we are all on the same page?’’ • ‘‘From your perspective, what were the main issues you had to deal with?’’ • “What happened next?” “How did the team respond?” Analysis • “Now that we are clear about what happened, let’s talk more about that case. I think there were aspects you managed effectively and others that seemed more challenging. I would like to explore each of these with you.’’ Learner Self-Assessment • “What aspects of the case do you think went well?” • “What aspects of the case would you want to change?” Directive Feedback and Teaching • Provide relevant information or tips to perform the actions correctly • “I noticed you [ ]. Next time, you may want to [ ] because [rationale].” Facilitation • Specifically state what you would like the to talk about (“I would like to take a few minutes to talk about XXX” • Elicit the rationale for these actions Are there any outstanding points that people would like to go over before we close? Applications/Summarizing • Learner Driven: “I’d like to close by having each one of you state a take away point.” • Instructor Driven: “In summary, the key learning points from this case were …”