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《医学教育与实践指南》第27号:有效的教育与临床督导

AMEE Guide No. 27: Effective educational and clinical supervision.

作者信息

Kilminster Sue, Cottrell David, Grant Janet, Jolly Brian

机构信息

University of Leeds, UK.

出版信息

Med Teach. 2007 Feb;29(1):2-19. doi: 10.1080/01421590701210907.

DOI:10.1080/01421590701210907
PMID:17538823
Abstract

This guide reviews what is known about educational and clinical supervision practice through a literature review and a questionnaire survey. It identifies the need for a definition and for explicit guidelines on supervision. There is strong evidence that, whilst supervision is considered to be both important and effective, practice is highly variable. In some cases, there is inadequate coverage and frequency of supervision activities. There is particular concern about lack of supervision for emergency and 'out of hours work', failure to formally address under-performance, lack of commitment to supervision and finding sufficient time for supervision. There is a need for an effective system to address both poor performance and inadequate supervision. Supervision is defined, in this guide as: 'The provision of guidance and feedback on matters of personal, professional and educational development in the context of a trainee's experience of providing safe and appropriate patient care.' A framework for effective supervision is provided: (1) Effective supervision should be offered in context; supervisors must be aware of local postgraduate training bodies' and institutions' requirements; (2) Direct supervision with trainee and supervisor working together and observing each other positively affects patient outcome and trainee development; (3) Constructive feedback is essential and should be frequent; (4) Supervision should be structured and there should be regular timetabled meetings. The content of supervision meetings should be agreed and learning objectives determined at the beginning of the supervisory relationship. Supervision contracts can be useful tools and should include detail regarding frequency, duration and content of supervision; appraisal and assessment; learning objectives and any specific requirements; (5) Supervision should include clinical management; teaching and research; management and administration; pastoral care; interpersonal skills; personal development; reflection; (6) The quality of the supervisory relationship strongly affects the effectiveness of supervision. Specific aspects include continuity over time in the supervisory relationship, that the supervisees control the product of supervision (there is some suggestion that supervision is only effective when this is the case) and that there is some reflection by both participants. The relationship is partly influenced by the supervisor's commitment to teaching as well as both the attitudes and commitment of supervisor and trainee; (7) Training for supervisors needs to include some of the following: understanding teaching; assessment; counselling skills; appraisal; feedback; careers advice; interpersonal skills. Supervisors (and trainees) need to understand that: (1) helpful supervisory behaviours include giving direct guidance on clinical work, linking theory and practice, engaging in joint problem-solving and offering feedback, reassurance and providing role models; (2) ineffective supervisory behaviours include rigidity; low empathy; failure to offer support; failure to follow supervisees' concerns; not teaching; being indirect and intolerant and emphasizing evaluation and negative aspects; (3) in addition to supervisory skills, effective supervisors need to have good interpersonal skills, good teaching skills and be clinically competent and knowledgeable.

摘要

本指南通过文献综述和问卷调查,回顾了有关教育和临床督导实践的已知情况。它确定了对督导定义和明确指南的需求。有强有力的证据表明,虽然督导被认为既重要又有效,但实践却千差万别。在某些情况下,督导活动的覆盖范围和频率不足。人们特别关注急诊和“非工作时间工作”缺乏督导、未能正式处理表现不佳的问题、对督导缺乏投入以及难以找到足够的时间进行督导。需要一个有效的系统来解决表现不佳和督导不足的问题。本指南将督导定义为:“在实习生提供安全且恰当的患者护理的背景下,就个人、专业和教育发展事项提供指导和反馈。”提供了一个有效督导的框架:(1)应在具体情境中提供有效督导;督导人员必须了解当地研究生培训机构和院校的要求;(2)实习生和督导人员共同工作并积极相互观察的直接督导对患者治疗结果和实习生发展有积极影响;(3)建设性反馈至关重要且应经常进行;(4)督导应结构化,应有定期安排的会议。督导会议的内容应达成一致,且在督导关系开始时确定学习目标。督导合同可以是有用的工具,应包括有关督导频率、时长和内容的详细信息;评估和考核;学习目标及任何特定要求;(5)督导应包括临床管理;教学与研究;管理与行政; pastoral care(此处可能有误,推测为“牧灵关怀”之类的专业术语,若有误请根据正确内容调整);人际技能;个人发展;反思;(6)督导关系的质量强烈影响督导的有效性。具体方面包括督导关系随时间的连续性、被督导者对督导成果的掌控(有观点认为只有在这种情况下督导才有效)以及双方参与者都进行一定的反思。这种关系部分受到督导人员对教学的投入以及督导人员和实习生的态度与投入的影响;(7)对督导人员的培训需要包括以下一些内容:理解教学;评估;咨询技巧;考核;反馈;职业建议;人际技能。督导人员(和实习生)需要明白:(1)有益的督导行为包括对临床工作给予直接指导、将理论与实践联系起来、共同解决问题以及提供反馈、安慰并树立榜样;(2)无效的督导行为包括僵化;缺乏同理心;未能提供支持;未能关注被督导者的问题;不教学;间接且不宽容以及强调评估和负面方面;(3)除了督导技能外,有效的督导人员需要具备良好的人际技能、良好的教学技能,并且在临床方面有能力且知识渊博。

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