The CBD Coaching Model is part of an important philosophical shift in thinking about assessment and its purpose. In shifting emphasis from Assessment OF Learning (summative assessment) to Assessment FOR Learning (formative assessment), the Coaching Model uses assessment as a learning tool, not just an evaluation method.
Coaching in the Moment requires clinicians to establish rapport and set expectations with their residents, observe the residents doing their daily work, provide coaching feedback, and record the encounter. Frequent observation is a key ingredient in resident learning and assessment.
Coaching in the Moment follows the RX-OCR step-by-step process:
Establishing educational Rapport between the resident and the clinician (an educational alliance or partnership)
Set eXpectations for an encounter (discuss learning goals).
Observe the resident (directly or indirectly).
Engage in a Coaching conversation for the purpose of improvement of that work (“coaching”).
Record a summary of the encounter.
Coaching over Time requires a longitudinal relationship between a clinical faculty member and a resident. This educational partnership lasts longer than any one clinical experience. It requires regularly scheduled face-to-face discussions about the resident’s progression toward competence. Learning opportunities are planned to address any recognized performance patterns. For an educational partnership to work well, residents must feel confident that the clinician has the resident’s best learning interests in mind.
This component of the model, in particular, focuses on helping the resident become an independent, competent clinician that is prepared for a career as a self-regulated learner.
This “coaching and progression” diagram shows the addition of a competence committee. This addition is meant to illustrate that a competence committee regularly reviews data from multiple EPA and milestone observations to make evidence-informed decisions about when a resident is ready to progress to the next stage of their program.
A resident and their “Coach over Time” will often use competence committee reviews and recommendations to inform the resident’s learning and performance goals.