SME General Work Group Meeting

Department of Health and Human ServicesCenters for Medicare and Medicaid Services

15 September 2011

Preceptor Manual RevisionLong Term Care & Non-Long Term Care

Agenda

Welcome/Role Call/Housekeeping items Review of new Hospital Curriculum Map Review of information gathered during Job Task Analysis Purpose and Audience High-level synopsis of current PM Analysis Preceptor Learner Profile Homework assignment Questions/Answers/Ideas

SME Monthly Work Group Meeting (WGM), October 2011

Cherie Muller

New Curriculum Overview

SME Monthly Work Group Meeting (WGM), October 2011

Information Received From Job Task AnalysisSME Monthly Work Group Meeting (WGM), October 2011

Source CommentAll Expressed the need for training checklists to ensure

new surveyors complete training requirementsFL, WI, CA Stated they used the Preceptor Manual to train

preceptors, mentors and educators and to develop additional State training

Source Comment

All Expressed the need for training checklists to ensure new surveyors complete training requirements

FL, WI, CA Stated they used the Preceptor Manual to train preceptors, mentors and educators and to develop additional State training

Purpose and Audience

SME Monthly Work Group Meeting (WGM), October 2011

Preceptors Surveyors-in-training New Surveyors Surveyors learning new specialties

Preceptor Manual purpose is to provide easy access to checklists, training aids, toolkits, and resource material.

Audience

Synopsis Of Current ManualSME Monthly Work Group Meeting (WGM), October 2011

Section 1 Preceptor Training

Section 2 General Survey Training

Section 3 Long Term Care Training

Appendix

Synopsis Of Current ManualSME Monthly Work Group Meeting (WGM), October 2011

Section Preceptor Training

Selection, Work, and Approach of a Preceptor

Preceptor Orientation

Orienting the New Surveyor-General Guidelines

Training Modalities

General Training Techniques

Lessons

Synopsis Of Current ManualSME Monthly Work Group Meeting (WGM), October 2011

Training Modalities Sample Training Design Template Seating Arrangements

Sample Lesson Plans Sample Training Objectives Training Resources

Section 1 Preceptor Training

Sample Skill Assessment Procedure

Performance Variability

Maintenance of Training Records

Lessons (cont.)

Appendix Sample Surveyor Skill Assessment Sample Evaluation Forms Orientation to the Workplace Form Planning and Holding a Meeting

Planning the Training Session Arranging a Meeting Location

AnalysisSME Monthly Work Group Meeting (WGM), October 2011

Gather related material.

Analyze current PM.

Analyze needs to support new curriculum, new surveyors, and

preceptors.

Identify content for new PM.

Preceptor Learning Profile

SME Monthly Work Group Meeting (WGM), October 2011

Characteristic DescriptionResponsiveness Expresses interest in trainee, is a good listener, has good communication

skills, accommodates individual differences, maintains relaxed manner, is receptive to questions, good listener

Enthusiasm Is energetic, optimistic, prepared, willing to commit time

Humor Able to incorporate humor in personal and real-life examples during training

Sincerity/honesty Takes every question seriously and doesn’t pretend to know the answer if they don’t

Flexibility Able to eliminate, adjust, or alter material during training according to trainees’ needs and time constraints

Tolerance Able to accommodate different personalities and learning styles; accepts constructive criticism and doesn’t take it personally

Knowledge Survey process and regulations, organization of State and Federal governments, principles of adult learning

Skills Critical thinking , communication, organization, observation, investigative

Experience Competent (2-3 years’ experience on the job in the same area) to Expert (can rely on experience to connect situations and determine actions)

HomeworkSME Monthly Work Group Meeting (WGM), October 2011

Identify resources within your state that are working well for your

surveyors-in-training or preceptors.

Determine if you would like to and can share them.

Bring a list and brief explanation of each item to next month’s

meeting.

Wrap UpSME Monthly Work Group Meeting (WGM), October 2011

Questions & Answers