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Abstract
The complexity and volume of simulation- simulation research and measuring Zone 3 simulations involve authentic,
based learning programs have increased value. They then introduce the SimZones native teams of participants and facilitate
dramatically over the last decade, innovation, a system of organization team and system development.
presenting several major challenges for for simulation-based learning, and
those who lead and manage simulation explain how it can alleviate the problems The authors also discuss the translation
programs and centers. The authors present associated with these five issues. of debriefing methods from Zone 3
five major issues affecting the organization simulations to real patient care settings
of simulation programs: (1) supporting Simulations are divided into four (Zone 4), and they illustrate how
both single- and double-loop learning zones (Zones 0–3). Zone 0 simulations the SimZones approach can enable
experiences; (2) managing the training of include autofeedback exercises typically the development of longitudinal
simulation teaching faculty; (3) optimizing practiced by solitary learners, often using learning systems in both teaching and
the participant mix, including individuals, virtual simulation technology. Zone 1 nonteaching hospitals. The SimZones
professional groups, teams, and other role- simulations include hands-on instruction approach was initially developed in the
players, to ensure learning; (4) balancing of foundational clinical skills. Zone 2 context of the Boston Children’s Hospital
in situ, node-based, and center-based simulations include acute situational Simulator Program, which the authors
simulation delivery; and (5) organizing instruction, such as clinical mock codes. use to illustrate this innovation in action.
T here has been tremendous growth in the and challenges for hospitals and simulation the training of simulation teaching
use of medical simulation, as busy hospitals programs and centers. faculty12–14; (3) optimizing the participant
leverage simulation-based approaches to mix and other necessary players to
training clinicians and clinical teams.1,2 In this article, we present five major ensure learning15–17; (4) balancing in situ,
Simulation-based training is commonly issues in the organization of simulation node-based, and center-based simulation
leveraged for the instruction and practice programs. We then introduce the delivery18,19; and (5) organizing research
of basic3,4 and complex3,5 individual clinical SimZones innovation, a system of and measuring return on investment and
skill sets, for the learning and refinement of organization for simulation-based learning, other tangible sources of value.20
team-based clinical care,6,7 and increasingly and explain how SimZones can alleviate
for the improvement of general and crisis- the problems associated with these five Issue 1: Supporting both single- and
related coordination8–10 in health care teams. issues. Finally, we describe how SimZones double-loop learning experiences
The diversity and volume of these purposes can enable longitudinal simulation Argyris21 originally coined the terms
can create significant organizational issues learning systems. The SimZones approach “single-loop learning” and “double-loop
was initially developed and refined through learning” in his work as an organizational
C.J. Roussin is academic and research director,
Boston Children’s Hospital Simulator Program,
practice and feedback in the context of psychologist (see Figure 1). Single-
research associate, Department of Anesthesia, the Boston Children’s Hospital (BCH) loop learning describes the acquisition
Perioperative and Pain Medicine, Division of Critical Simulator Program. Today hospitals and mastery of known skill sets (e.g.,
Care Medicine, Boston Children’s Hospital, and across four continents use this approach
instructor of anesthesia, Harvard Medical School,
bag mask ventilation, IV insertion).
Boston, Massachusetts. to organize their simulation programs. Learners correct developmental gaps by
Here, we present SimZones as an approach comparing their behavior with practice
P. Weinstock is anesthesia chair, director of
pediatric simulation, and senior associate in that can benefit any hospital or simulation standards. In double-loop learning,
critical care medicine, Department of Anesthesia, program, regardless of size. learners (with skilled facilitation)
Perioperative and Pain Medicine, Division of Critical attempt to “learn how the very way they
Care Medicine, Boston Children’s Hospital, and
associate professor of anesthesia, Harvard Medical go about defining and solving problems
Major Issues in the Organization
School, Boston, Massachusetts. can be a source of problems in its own
of Simulation Programs and
Correspondence should be addressed to Christopher
right.”21 For example, a team-focused
Centers
J. Roussin, Center for Life Sciences Building, simulation and (expertly facilitated)
18th Floor, 3 Blackfan Circle, Boston, MA 02115; Several common but significant issues debrief may enable cardiologists
telephone: (617) 919-3854; e-mail: christopher.
affect the organization of learning and internists to uncover significant
roussin@childrens.harvard.edu.
within simulation programs and centers. disparities, rooted in professional
Acad Med. 2017;92:1114–1120. These include challenges associated and experiential differences, in their
First published online May 30, 2017 with (1) supporting both single- and perceptions of a patient’s condition
doi: 10.1097/ACM.0000000000001746
Copyright © 2017 by the Association of American double-loop learning experiences with and the optimal interventions she or he
Medical Colleges limited resources11,12; (2) managing needs.22,23 Through this process, the team
Copyright © by the Association of American Medical Colleges. Unauthorized reproduction of this article is prohibited.
Article
can develop new understandings and resemble reality. In contrast, double-loop Issue 3: Optimizing participant mix to
practices that improve future efforts. learning is focused on the development ensure learning
of shared understanding within the team There are many options and constraints
Codeveloping, with clinical partners, and in preparation for creating new work (e.g., limited funding, availability) in
delivering both single- and double-loop approaches. Technology is employed to assembling participants and various
learning experiences presents challenges to increase team member engagement by simulation and debriefing role-
simulation program leaders, as curricular closely simulating real environments and players.15–17 While certain participant mix
approaches, technology, and staffing patients. Unlike single-loop instructors, choices can optimize learning, others
should vary across learning types. Table 1 double-loop facilitators are trained in may reinforce negative behaviors or limit
illustrates the differences in simulation debriefing techniques to discover24 and learning (e.g., when portrayals conform
delivery requirements, approaches, and leverage these shared understandings to to stigma or stereotype or when team
focus for single- versus double-loop initiate positive change. training lacks real teams).
learning. Single-loop learning involves skill
acquisition and mastery, and it relies on the Structured debriefing after any simulation Issue 4: Balancing in situ, node-based,
efficient transfer of knowledge from master is a careful practice that should be guided and center-based simulation delivery
instructors to less proficient learners. The by trained instructors and facilitators.24–26
Simulation can occur in actual clinical
technology (e.g., manikins, software) used Debriefing approaches are numerous
environments (“in situ”),27 in dedicated
in single-loop learning enables learners and should align with learners’ needs
spaces within a hospital (“sim nodes”), or
to perform simulated tasks that closely and the goals of the simulation.12 Many
in centers located outside a hospital.18,19
Given this diversity of locales, simulation
leaders must decide which simulations
Table 1 should occur in each environment (where
Differences in Supporting Single- and Double-Loop Learning Using Simulation there is choice) and which environments
Simulation should be supported with limited funds.
characteristic Single-loop learning Double-loop learning
Issue 5: Organizing simulation research
Learning goal focus (Clinical) skills acquisition • Team and system development
and measuring value
• Behavioral understanding, efficiency
Learning mechanism Transferring procedural Sharing assumptions, exploring root A pressing question for simulation
knowledge, approaches causes of team (dys)function program leaders concerns how to best
Examples • Procedural skills workshops • Crisis team training and development discover, describe, and document the
• Mock codes • Cross-specialty crisis training various forms of value, using academic
research or otherwise, that simulation
• Surgical team training and development
provides to the hospital, practitioners,
Faculty type Instructor (master) of clinical • Facilitator (developer)
or other domain
and directly to patients.20 Clear
• Optional: Human factors specialist, understanding and documentation of this
individual/team/process change specialist
return on investment is needed to guide
Debriefing perspective Domain specialist Change agent, insider/outsider, guide
efforts and secure funding for growth.
Faculty development Workshop on course direction, Workshop on course direction, facilitation
mechanism teaching procedural (clinical) to encourage positive individual and
skills through simulation team development SimZones: An Organizational
Technology focus • Haptic accuracy • Enables gestalt of clinical moment Innovation
• Enables clinical skills • Enables authentic team-behavioral
practice, transfer to reality engagement
SimZones, a system for matching
simulation development and delivery
Copyright © by the Association of American Medical Colleges. Unauthorized reproduction of this article is prohibited.
Article
Figure 2 SimZones framework that guides all course development and delivery at the Boston Children’s Hospital Simulator Program, 2015–present.
Copyright © by the Association of American Medical Colleges. Unauthorized reproduction of this article is prohibited.
Article
Copyright © by the Association of American Medical Colleges. Unauthorized reproduction of this article is prohibited.
Article
ineffective, confusing, or otherwise simulation—the protocol was first learned budget, time constraints, availability, and
notable and worthy of investigation. and practiced with a pause-principle consideration of the learning objectives.
Finally, the facilitator directs the exercise (Zone 1), then it was performed in SimZones can clarify such decisions. For
conversation toward discussion of the an uninterrupted fire drill (Zone 2). the recruitment of participants, Zone 3
positive changes the team can make offers a simple formula—assemble the
and to solutions to the identified issues. entire native team when possible. Team
The principles of such revealing and How the SimZones Model training with the intention of double-loop
productive conversations are well Addresses the Five Major Issues learning (i.e., Zone 3) revolves around the
described in the literature.12,25,26 Issue 1: Zones support and differentiate work of an authentic team. Otherwise,
multiple types of learning participants will have difficulty engaging
To meet the learning goals, Zone 3 The greatest complaint associated with in the authentic behaviors that are
simulations often involve multiple stages, learning through simulations relates to required to fuel productive reflection and
two to three scenarios, changing locations mismatches between learning needs and planning for change. In both Zone 1 and
(or approximations of such), and instructional approaches.25 Experienced Zone 2, the guidelines are less restrictive,
corresponding debriefings. For example, clinical instructors may offer advice in that role-playing can encourage
a surgical Zone 3 simulation may begin during team training that inadvertently progress toward the learning objectives.
in the intensive care unit (Scenario 1) reinforces the traditional health care For example, emergency medicine fellows
and then progress to the operating room hierarchy. In contrast, a trained facilitator may practice acute clinical situations with
(Scenario 2), where significant bleeding is is skilled in the use of inquiry to explore their instructor acting as a bedside nurse.
encountered and managed (Scenario 3). assumptions and encourage the team To complete the learning moment (e.g.,
to understand and move beyond mastering an algorithm), the absence
traditional limitations. SimZones clearly of a genuine nurse may ease simulation
Using Zone 4 to Bridge scheduling challenges and allow the group
Simulation and Real Patient Care differentiates between mastery and
exploratory approaches. Within mastery to focus exclusively on one particular skill.
In the BCH Simulator Program, we
approaches (Zones 1 and 2), SimZones Although we typically do not employ
use the concept of Zone 4 to refer
also creates clear distinctions between actors to play clinician roles (and never
to the debriefing and development
hands-on instruction (Zone 1) and more in Zone 3 simulations), this practice
associated with real patient care (i.e.,
empowering approaches better suited to can be used successfully when role
not simulation). In several cases at BCH,
advanced learners (Zone 2). behaviors are well defined. We caution
the debriefing methods used in Zone
3 simulations are also used for team clinicians who are playing other roles
Issue 2: Zones guide the organization of
debriefings after real patient events (Zone in Zone 1 and Zone 2 simulations
simulation faculty training
4). Likewise, real events become subject to avoid reinforcing stereotypes and
material for Zone 3 simulation scenarios, We noticed that approximately two- dysfunction. When hiring (or arranging
creating a perpetual system of timely, thirds of simulation faculty at the BCH for) actors to play parents, siblings, or
targeted development for the hospital. Simulator Program behave as instructors, patients, SimZones provides guidance
promoting clinical skill acquisition and around the required actor skill level,
mastery (Zones 1 and 2). The remaining flexibility, and preparation to achieve
Approaches to Hybrid Learning faculty work as facilitators, promoting the learning objectives. At a minimum,
Although courses typically fit in a single team-based reflection and improvement in Zone 3 simulations demand that
zone, course developers may want to coordination and crisis response (Zone 3). actors understand the background and
address both single- and double-loop behavioral range of their characters.
learning goals in a single experience. To match this reality, we developed Such actors then can keep up with the
Our approach to such hybrid learning two separate, zone-based, train-the- dynamic action of a Zone 3 simulation.
is to clearly divide debriefing activities trainer courses. Because Zone 1 and Although skilled actors are generally
into corresponding phases. There are Zone 2 simulations require a mastery- preferred for parent/family/patient roles,
three important steps to this process: (1) oriented, single-loop learning stance less experienced actors can handle the
alerting learners to the upcoming two from instructors, a unique, single- reduced range required by most Zone 1
phases, (2) initiating a clear transition day instructor training course was and Zone 2 simulations.
between phases, and (3) transitioning developed. An appropriately longer
debriefing approaches (and facilitators, if (three-day) course was developed for Issue 4: Zones clarify the conditions
needed) to shift the focus. those faculty who planned to develop, under which high-fidelity locations and
direct, and facilitate Zone 3 simulations. resources are most valuable
Occasionally, the nature of learning The longer course focuses on human The availability of sophisticated manikins
goals may require a laddering approach factors fundamentals and inquiry-based and other technology has alerted many
in a two-scenario course, where the first debriefing methods. to the concept of high fidelity, in which
scenario is a Zone 1 simulation and fidelity represents how closely a simulated
the second is a Zone 2 simulation. This Issue 3: Zones create clarity around situation or aspect of the simulation
approach may be used when learners enter assembling participants (e.g., manikin, equipment, environment)
the simulation with skill awareness or Decisions about how to recruit resembles reality.29 However, comparisons
proficiency but not mastery. We recently participants—and when and how to of learning outcomes do not always favor
used laddering in a fire/evacuation incorporate actors—are influenced by high-fidelity approaches.30
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Article
Limitations
Table 3 Along with clear benefits, several
Simulation Research Questions by Zone Informed by the SimZones Approach to potential limitations of the SimZones
Simulation Program Organization
model have emerged throughout the
Research program’s development, including
topic area Zones 0 and 1 Zone 2 Zone 3 the possibility of mismatching zones
Return on What are specific financial benefits associated with What are the financial with learners’ needs and faculty
investment fewer errors and reduced training times? benefits associated with members’ teaching methods, issues with
team/system development? combining zones with novel curricula,
Training How many clinicians/teams are trained and at what cost? and the need to learn the language in
reach/efficiency Does simulation-based training reduce the time required to prepare providers? transitioning from previous simulation
Clinical Does simulation-based Does mock code training Does team training identify approaches. Our development of hybrid
outcomes skills training reduce improve the time to a latent safety threats?
task-based medical differential diagnosis and
and laddered approaches, however,
errors? intervention? were flexible responses to combining
Cultural Does cross-functional Does mock code training Does team training improve
zones in simulations and have been
outcomes skills training decrease improve clinical confidence psychological safety? instrumental in enabling the successful
interprofessional gaps and job satisfaction? adoption of SimZones at BCH and other
in understanding? organizations.
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