1. SME General Work Group Meeting Department of Health and Human Services Centers for Medicare and Medicaid Services 15 September 2011 Preceptor Manual Revision Long Term Care & Non-Long Term Care

2. 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

3. New Curriculum Overview SME Monthly Work Group Meeting (WGM), October 2011

4. Information Received From Job Task Analysis SME Monthly Work Group Meeting (WGM), October 2011 SourceComment All Expressed the need for training checklists to ensure new surveyors complete training requirements FL, WI, CAStated they used the Preceptor Manual to train preceptors, mentors and educators and to develop additional State training SourceComment All Expressed the need for training checklists to ensure new surveyors complete training requirements FL, WI, CAStated they used the Preceptor Manual to train preceptors, mentors and educators and to develop additional State training

5. 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

6. Synopsis Of Current Manual SME Monthly Work Group Meeting (WGM), October 2011 Section 1 Preceptor Training Section 2 General Survey Training Section 3 Long Term Care Training Appendix

7. Synopsis Of Current Manual SME 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

8. Synopsis Of Current Manual SME 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

9. Analysis SME 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.

10. Preceptor Learning Profile SME Monthly Work Group Meeting (WGM), October 2011 CharacteristicDescription Responsiveness Expresses interest in trainee, is a good listener, has good communication skills, accommodates individual differences, maintains relaxed manner, is receptive to questions, good listener EnthusiasmIs energetic, optimistic, prepared, willing to commit time HumorAble 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 SkillsCritical thinking, communication, organization, observation, investigative ExperienceCompetent (2-3 years’ experience on the job in the same area) to Expert (can rely on experience to connect situations and determine actions)

11. Homework SME 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.

12. Wrap Up SME Monthly Work Group Meeting (WGM), October 2011 Questions & Answers