Leading a (training) session

skills
training
career progression
appraisal
Authors
Affiliation

KIND Network members

Brendan Clarke

NHS Education for Scotland

Published

December 4, 2023

A big laugh

(this remains a useful and thoughtful point, and it’s a bit of mystery why Donald Rumsfeld was so widely mocked for making it)

A big point

  • this entire session presumes that you’ve got a good reason to put together some training
  • understanding training needs is hard
    • individual and group needs often don’t align
    • most of us don’t go round knowing we have well-formed training needs
    • time is short and demands are many
    • most of us don’t have any formal expertise in assessing training needs
    • institutional training mechanisms usually don’t reach individual teams

Intro

Training isn’t status-y

  • informal training is common in this sector
  • but hard, thankless, time-consuming etc
    • who had training delivery in their appraisal?
  • this session = quick tips and dirty tricks for leading sessions
  • this session ≠ how to be a proper educator, TED talker, or other species of charismatic
    • e.g. we won’t talk about styles of learning or anything like that

A worry about individualised training

  • most of this assumes that training is individual
  • but the objective of most training is team performance
  • there’s a complicated relationship between those things
  • the individualised model can reward training activities that don’t help team performance
    • PDPs aren’t easy to connect to service needs

Outline

  1. Intro
  2. General considerations
  3. n questions
  4. Actual strategies
  5. Wrap-up, hang-wringing, and references

General considerations

General considerations

  • presentations are about optimizing over competing demands
    • that’s hard
    • we’ll start with some easy general rules
    • and move on to some ways of balancing those demands

General rules

  • as simple as possible - because asymmetry
  • show, don’t tell - because hierarchy
  • steal and share - because instability

The asymmetry of presenting

  • by the time you get asked to present, you’re an expert
    • experts worry about completely different things from beginners
  • experts make bad assumptions about what an average person knows
  • you’re also (probably) going to spend more time preparing than presenting
    • beware pedantry, minor details, and fine print

The hierarchy

  • like it or not, some of what you say will be more important than other parts
  • like it or not, it’s your job to decide what’s most important
  • like it or not, if everything is important then nothing is

The instability of facts

Truth survival in original articles on hepatitis and cirrhosis (Poynard et al 2002)

The instability of facts

  • refreshing statistics courses every x years
  • refreshing philosophy courses every y years
  • refreshing bioscience courses every z years
  • polling for values of x, y, and z
    • x = 5-10
    • y = 5-7
    • z = 2-3
  • annual refresh for KIND materials

The instability of facts

  • things change
  • making sure training materials reflect change is hard
  • but training materials are almost always shareable…
    • your session on Excel might not be very different from someone else’s session on Excel
    • bridge materials plus borrowed material might be a better combo than something written from scratch

General rules

  • as simple as possible - because asymmetry
  • show, don’t tell - because hierarchy
  • steal and share - because instability . . .
  • adapt your plans to your circumstances…

n questions

Some questions to help you make training decisions

  • 3 groups of questions
    • who are you training?
    • what is the training like?
    • what should happen?

Population

  • supply or demand?
  • formal or informal?
  • homogeneous or heterogeneous population?
  • 1:1 or group?
  • durable or fragile?

Intervention

  • specific or general?
  • regular or occasional/one-off?
  • sync or async?
  • didactic or social?

Intervention

tibble::tibble(x = c(4, -4, -2, 2, -2, 2), 
              y = c(-4, 4, -2, 2, 2, -2), 
              name = c("", "", "Informal help", "Write a proper course", "Hints page / FAQ", "Outsourced training")) |>
  quadgo("General", "Occasional", "General to specific, and occasional to regular")

Intervention

tibble::tibble(x = c(4, -4, -2, 2, -2, 2), 
              y = c(-4, 4, -2, 2, 2, -2), 
              name = c("", "", "Live training sessions (talky)", "Teams channel and clinic times", "Manual or SOP", "Live training sessions (practical)")) |>
  quadgo("Synchronous", "Didactic", "Synchronous to asynchronous, and didactic to social")

Outcomes

  • bridge or foundations?
  • knowledge or skills?
  • practice/problem-based or theoretical?
  • individual or group?

Actual strategies

Four general training needs

  • have a clear, relevant, specific, idea
  • be the help on hand
  • try to bridge between work and training
  • provide real relevant practice tasks

Borrow-and-gloss

helps with instability

  • loads of great open-access training resources exist
  • consider borrowing and adapting, rather than writing from scratch
    • lots of the commercial training providers do this. Definitely better value to DIY

Bridge materials

helps with hiearchy and instability

  • everyone’s work is different
  • consider writing bridge materials = ways of connecting generic resources with particular contents
    • e.g. replacing table names to match your SQL
    • e.g. changing exercises to use more relevant data
    • e.g. swapping sales-led applications for analysis-led ones

Post-it® planning

helps with asymmetry and hiearchy

  • your overall topic should be neatly describable on a Post-it®
  • your talk should break down into a small number of distinct sections
    • each section should, likewise, be Post-it®-able + each subsection etc etc
  • the trick is to get the lower level descriptions to align with the higher, all the way up

Bottom-up planning

helps when you don’t know where to start

  • all training is just scaled-up 1:1 helping
  • so if you’re stuck, start by helping someone
  • work through with a volunteer and help them 1:1
  • take notes - what are you doing, who are you helping, what can they do
  • repeat, adding and taking away

The Saint-Exupéry principle

“Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.”

Resources

  • https://the-turing-way.netlify.app/collaboration/chairing
  • Poynard, Thierry, Mona Munteanu, Vlad Ratziu, Yves Benhamou, Vincent Di Martino, Julien Taieb, and Pierre Opolon. 2002. “Truth Survival in Clinical Research: An Evidence-Based Requiem?” Annals of Internal Medicine 136 (12): 888. DOI: 10.7326/0003-4819-136-12-200206180-00010.