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Assessment of the Resident

IH Program Policies

  1. The resident will be continuously assessed, both formally and informally throughout the residency year.
  2. Through the assessment processes, the resident will always know their progress in achieving the goals, objectives and required competencies of the Program, the rotations and program activities.
  3. The assessment of the resident will be based on the learning objectives for each rotation or program activity.

Assessment of the Resident During Rotations

  1. The resident will review the rotation summary prior to beginning the rotation and will document their personal learning objectives for the rotation in their Resident Personal Rotation Objectives Log using the Procedure Log function in one45. 
  2. The resident and preceptor will review the goals and objectives of the rotation and the resident’s personal rotation objectives at the beginning of the rotation.
  3. The resident will complete a formal written self-assessment of their performance at the mid-point of the rotation.  This assessment will be discussed with their preceptor.
  4. The resident will receive a formal written formative assessment at the mid-point of the rotation. For rotations in which there is more than one preceptor for the resident, the primary preceptor will be responsible for completing the assessment of the resident.  The other rotation preceptors (contributing preceptors) will contribute to the assessment using the Head/Contributing function in one45.  
  5. The resident will receive continuous feedback from the preceptor on their performance during the rotation.
  6. The resident will complete a formal written self-assessment of their performance at the midpoint and end of the rotation.  These assessments will be discussed with their preceptor.  For rotations less than 4 weeks in duration, the resident will complete a self-assessment at the end of the rotation.
  7. The resident will receive a formal written summative assessment at the end of the rotation.  This assessment will be completed within ONE WEEK of the end of the rotation and preferably on the last day of the rotation.  For rotations in which there is more than one preceptor for the resident, the primary preceptor will be responsible for completing the assessment of the resident.  The other rotation preceptors (contributing preceptors) will contribute to the assessment using the Head/Contributing function in one45.  
  8. The resident and preceptor will discuss all assessments in a face-to-face manner.
  9. All concerns or disagreements about the assessment between the resident and preceptor should be discussed between the resident and preceptor in a professional and constructive manner with attempts made to resolve the issue(s).  If the issue(s) cannot be resolved, the preceptor and/or resident should contact the Program Coordinator who will discuss the issues with both the preceptor and resident and help the resident and preceptor come to an agreement on the assessment.
  10. The preceptor or resident should contact the Program Coordinator immediately to discuss any resident performance concerns.  The Program Coordinator will provide the necessary support and take steps as required to resolve any resident performance concerns.  This will include meeting with the preceptor and resident to determine the specific concerns, discussing progress to date in the rotation with the resident and preceptor and working with the resident and preceptor to develop a learning plan to help the resident meet the required competencies for the rotation.   
  11. The resident will review and sign-off on the assessment of them.
  12. The Program Coordinator will review and sign-off on all assessments of the resident.  These assessments will be discussed with the resident during the resident's individual Meetings with the Program Coordinator to identify progress and opportunities for improvement during the rotation and across rotations, as well as to help the resident to identify learning goals for themselves for future rotations.
  13. If particular deficiencies in resident progress are noted throughout the residency year, the Program Coordinator will discuss these with the resident during their Meetings with the Program Coordinator to help the resident identify strategies to improve their performance.  These areas for improvement will also be discussed confidentially with current and upcoming preceptors to help the preceptor focus the rotation to give the resident additional opportunities to develop particular skills/knowledge and meet the required competencies for the rotation and Program.    
  14. Preceptors can request the resident’s previous assessments for completed rotations from the Program Coordinator prior to the resident beginning their rotation, in order to individualize the rotation based on the resident’s previous experiences and also to review the resident’s continual progress towards meeting the outcomes of the Program. 
  15. For any rotation lasting less than 4 weeks in duration, the residents will receive an informal midpoint assessment (i.e. discussion on progress with the preceptor) and a formal written final assessment.  The resident will also conduct a final written self-assessment.

 

Process for Communication of Resident Progress Between Rotation Preceptors
(CPRB 2.2.3.11.b)

Role of Program Coordinator

  1. At the end of each rotation, the Program Coordinator will notify the upcoming preceptor of the resident's goal level of performance based on the stage in the residency year. 
  2. The Program Coordinator will also notify the upcoming preceptor of the resident's progress in achieving the rotation goals, objectives and required Program competencies and will notify the preceptor of any focus areas for improvement for the resident to aid the preceptor in planning learning opportunities for the resident during the upcoming rotation.  This handover will be done verbally and/or in writing and will be based on discussions with the current preceptor and review of the resident's assessments.
  3. The Program Coordinator will provide the upcoming preceptor with the assessments for the resident as necessary to help the preceptor plan and focus learning opportunities for the resident.
  4. The resident will discuss their performance on the most recent rotation with their new preceptor with the goal of helping to focus learning opportunities for the resident on the new rotation.  
  5. Discussions about resident progress between the Program Coordinator and rotation preceptor will be confidential.  This process will help the preceptor and resident individualize each rotation based on previous resident experience.   

Role of Resident

  1. At the end of each direct patient care rotation, the resident will forward via email the contents of the Overall Comments and Feedback box at the bottom of each direct patient care final assessment (i.e. Clinical Orientation Rotation ITAR, Direct Patient Care Rotation ITAR, Precepting Skills Rotation ITAR) to their upcoming direct patient care rotation preceptor
  2. Direct patient care rotations include: the clinical orientation rotation, all core and elective direct patient care rotations and the precepting skills rotation.
  3. The purpose is to allow for communication of the resident's continual progress over the course of the Program to individualize each rotation based on previous experience.
  4. This communication will be in addition to the communication by the Program Coordinator, which is completed for all residency rotations as described above.
  5. The resident will discuss their strengths, progress made to date in the program and focus areas for further development with their rotation preceptor on the first day of the rotation, as part of the rotation orientation process. 
  6. The resident will use the feedback provided to them from their rotation preceptor to help them set learning objectives for themselves for their upcoming rotation.

Role of the Preceptor

  1. The resident will discuss their performance on the most recent rotation with their new preceptor with the goal of helping to focus learning opportunities for the resident on the new rotation.

Assessment of the Resident During Other Program Activities

  1. The resident will be assessed both formally and informally during other program activities, including Academic Half Days, procedure logs, projects, case presentations, presentations and journal clubs.
  2. The processes used to assessed the resident during these activities are outlined in the relevant program activity pages and documents.

 

-Last updated June 10, 2024