1. © University of California San Francisco Medical School Finding Clarity : Setting Goals and Expectations David Irby, PhD Amy Garlin, MD Brad Sharp, MD University of California, San Francisco School of Medicine

2. © University of California San Francisco Medical School Objectives Describe rationale for identifying and communicating goals and expectations Write goals and expectations for your learners Demonstrate how goals can be communicated and revisited Consider cultural differences in goal setting

3. © University of California San Francisco Medical School Road Map Introductions and overview (rationale for clarity) –Total group discussion Writing goals and expectations –Individual writing, pair share, total group discussion Communicating and revisiting goals –Small group discussion and total group sharing

4. © University of California San Francisco Medical School Goals and Expectations What has been your experience with identifying and communicating goals and expectations?

5. © University of California San Francisco Medical School Goals and Expectations Why is it important to your students that you establish goals for THEM? Why is setting goals for your learners helpful to YOU as their teacher?

6. © University of California San Francisco Medical School Purpose of Goals/Expectations Let learners know what they should learn or do. Guide teacher in planning the teaching. Provide learner and teacher with a basis for evaluation and feedback.

7. © University of California San Francisco Medical School Diff 3% Diff 5% Diff 17% Diff 35% Diff 47% Diff 54% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Self- directed learning CultureKnowl & reasoning SkillsRolesLogisticsFrequent Change Areas of Struggle Students Clk Dir Differences in Perspectives (Students &Clerkship Directors)

8. © University of California San Francisco Medical School Goal Setting Process 1.Define goals and expectations 2.Solicit and negotiate learner goals 3.Communicate goals to learners 4.Revisit goals over time

9. © University of California San Francisco Medical School 1. Defining Goals & Expectations Define educational goals for your learners –What you want them to learn (knowledge, skills, or attitudes)? Set expectations (functional goals) for your learners –What do you want them to do. –What do you expect of your learners in the clinical care of patients? Refer to clerkship objectives

10. © University of California San Francisco Medical School Statements of Relevance You will see a lot of this. A common student mistake is…. “I once made a mistake….” “I used to think that….” This is just cool It will be on the test!

11. © University of California San Francisco Medical School Write Goals and Expectations Use the handout to write specific goals – 1-3 Educational Goals Knowledge, skills or attitudes – professionalism with peers and patients, enthusiasm, etc. Refer to clerkship objectives, prioritize –1-3 Expectations (functional goals) Expectations for functioning on a team or responsibilities –Describe rationale/relevance/importance of goals

12. © University of California San Francisco Medical School 2. Solicit and Negotiate Goals Check for learner acceptance of your goals Ask learners for their goals Negotiate and agree on goals Consider cultural and other differences

13. © University of California San Francisco Medical School 3. Communicate Goals Tell them clearly and specifically what your goals are for them so they will know what to focus on “My goals for you are….” Prioritize so you don’t overwhelm them Tell them the relevance and importance of the goals

14. © University of California San Francisco Medical School 4. Revisit Goals Over Time Halfway through the rotation revisit goals – “Let’s see how we’re doing…”

15. © University of California San Francisco Medical School Summary: Goal Setting Process 1.Define goals and expectations 2.Solicit and negotiate learner goals 3.Communicate goals to learners 4.Revisit goals over time

16. © University of California San Francisco Medical School Personal Goals & Evaluation Using the handout, write down one or two new things you plan to do related to “Setting Goals and Expectations” the next time you teach? Complete the workshop evaluation on- line