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Article

SimZones: An Organizational Innovation for


Simulation Programs and Centers
Christopher J. Roussin, MS, PhD, and Peter Weinstock, MD, PhD

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

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Article

simulation-based courses have hybrid


learning goals that require multiple
debriefing approaches.
Single-loop learning
Trying to master an existing
approach Issue 2: Managing the training of
simulation teaching faculty
Assumptions, Actions, Simulation faculty may be full-time
Results
Values, Norms Approaches What we get from employees of a simulation program or
Why we do what we what we do
What we do drop-in teachers of particular courses.
do
Broadly, this group delivers specialized
courses to diverse learners, yet approaches
Double-loop learning
Questioning the assumptions, values, and to training faculty members often remain
cultural norms that guide actions to undifferentiated.12–14 For example, faculty
develop better approaches
leading clinical skills workshops may
engage in the same training as those
Figure 1 Differences between single- and double-loop learning processes. Model adapted from facilitating complex team training and
Argyris.21 development experiences.

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

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approaches to specific learning Of note, in the literature on how to do something according to


needs, offers simulation leaders an communication transmission,28 signal standard practice. An example of a Zone
organizational solution to the five issues indicates the desired information, and noise 0 learning objective is “Demonstrate
presented above. Figure 2 illustrates the indicates anything that inhibits recognition. proficiency with suturing and knot tying
SimZones framework that guides all Here, we use signal to indicate the key skills utilizing LapSim technology.”
course development and delivery at the clinical information (e.g., more signal =
BCH Simulator Program. The figure more authentic, clinical complexity) and Signal and noise. Zone 0 simulations
depicts the intentional packaging of noise to indicate the degree of purposeful have clear, focused clinical content and
features, resources, and approaches into distraction in the simulation environment. no noise (e.g., collegial interactions,
distinct SimZones (Zones 0–3) along competing clinical tasks or symptoms),
with a zone representing reality (Zone Zones 0–2: Simulation for Single-
which encourages a singular focus on
4), with each zone prescribing optimal Loop Learning
specific skill mastery.
simulation design and delivery for a
particular learning audience and goal(s). Zone 0 simulations Action and debrief. An instructor is not
In the sections that follow, we detail Zone 0, or autofeedback, simulations present, so the learner interacts with an
how the zones differ in participants and currently represent only 6% of BCH automatic-feedback training tool.
learning goals, approaches to clinical and Simulator Program courses (24 of 432 in
contextual complexity, fluidity of action, Zone 1 simulations
2015) (see Table 2) and typically involve
and debrief/feedback approaches. Finally, the use of virtual reality training tools. Zone 1 simulations, typically employed
we explain how the zones address the five in the instruction of foundational
issues presented above by facilitating goal Participants and learning goals. clinical skill sets, represent 35% of BCH
planning, resource allocation, curriculum Participants are typically individuals in Simulator Program courses (152 of 432 in
development, location, and faculty need of deliberate practice with a skill 2015) (see Table 2). These are instructor-
development activities. set. Goals involve learning and practicing led “how to” sessions.

Figure 2 SimZones framework that guides all course development and delivery at the Boston Children’s Hospital Simulator Program, 2015–present.

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postsimulation debriefing, the instructor Zone 2 training also can be offered in


Table 2 may use a plus-delta (+/Δ) approach, single-scenario, single-debrief formats.
Examples of Simulation Courses Offered organized around what went well and On-site simulation nodes or dedicated
at the Boston Children’s Hospital what could be improved questioning, simulation spaces allow trainings to
Simulator Program by Zone, 2015 followed by directive feedback to guide be offered with minimal disruption to
Zone Courses development. Zone 1 simulations can be clinical schedules.
embedded into larger training programs
0 Mimic da Vinci surgery system and
(e.g., clinical orientations) and may
LapSim training, Urology Zone 3: Team-Based Simulation
involve rotating stations.
LapSim for postgraduate year 2 for Double-Loop Learning
gynecology residents
Zone 2 simulations Zone 3 simulations
Medical student general surgical
skills training Often called mock codes and typically Zone 3 simulations, employed for
1 New graduate registered nurse employed for acute situational the purpose of team and system
orientation (skills training) instruction, Zone 2 simulations represent development, represent 28% of BCH
Medical-surgical intensive care unit 31% of BCH Simulator Program courses Simulator Program courses (120 of 432
resident skills training (136 of 432 in 2015) (see Table 2). in 2015) (see Table 2). Zone 3 simulations
Emergency department faculty skills Although both Zone 1 and Zone 2 are core curricular elements in the crisis
training simulations promote the mastery management training of all clinical teams
2 Emergency department fellows of known skill sets, there is a logical and some nonclinical teams.
medical mock codes progression for many learners from Zone
Medical-surgical intensive care unit 1 to Zone 2 experiences. Participants and learning goals. Zone
fellowship mock codes 3 participants should be native, intact
Neonatal intensive care unit acute Participants and learning goals. Zone 2 teams, rather than partial teams or
situational training simulations involve partial or full clinical groups of individual learners. There is
3 Orthopedic surgery interprofessional teams of all skill levels (although most generally no clinical role-playing in Zone
team training commonly groups of trainees). Learning 3 simulations. Learning goals promote
Medical intensive care unit goals involve contextualized clinical (1) an understanding of the team’s
interprofessional crisis team training skill building. An example of a Zone behavior and its causes and (2) positive
Cross-specialty crisis team training 2 learning goal is “To utilize the septic change. An example of a Zone 3 learning
shock protocol to manage and treat the goal, from a cross-specialty team training
pediatric patient in septic shock.” There is course in the BCH Cardiac Intensive Care
Participants and learning goals. Typical often role-playing in Zone 2 simulations Unit (CICU), is “To describe personal
participants in Zone 1 simulations are involving confederates (e.g., a nurse role- plans for improving communication and
partial teams, trainee practitioners, and playing as a physician) who create the team coordination during Stat Calls in
groups of specialized learners, including appropriate learning context. the CICU.”
PAs, nurses, NPs, residents, and fellows
from all medical and surgical specialties. Signal and noise. In Zone 2, there is Signal and noise. Significant noise,
Goals involve learning and practicing greater complexity concerning what including equipment difficulties and
how, and occasionally what and when, to do and when/how to do it. Zone failures, human factors (including family/
to do something according to standard 2 simulations have significant noise, actors), and competing clinical indicators,
practice. An example of a Zone 1 learning including equipment, competing stimuli, may obscure the most pressing clinical
objective is “To recognize the signs and and human interactions, and typically signals in Zone 3.
symptoms of sepsis in the pediatric occur in real patient rooms or close
patient.” simulations. Actors may be used to Action and debrief. Zone 3 simulations
portray family members. run uninterrupted until “the curtain is
Signal and noise. There is a clear, focused lowered” by the facilitator and debriefing
clinical emphasis and little orchestrated Action and debrief. Zone 2 simulations begins in a nearby room. Debriefing
distraction. Minor noise elements may feature uninterrupted action. Participants is guided by a trained facilitator and
include audible signals from equipment should be engaged in a realistic fashion intended to provoke the discovery of
and interpersonal interactions. (e.g., called into a patient room) and the assumptions and values that guided
then exposed to the simulation until the team’s behavior.21,24 Accordingly,
Action and debrief. Zone 1 simulations the preplanned stimuli, (re)actions, Zone 3 simulations must elicit authentic
can be organized into multiple scenario and responses have played out to the behaviors as the “raw material” for the
experiences or involve a single simulation instructors’ satisfaction. Then “the subsequent debriefing, which is carefully
and debrief (often in a one-hour format) curtain is lowered” and the entire group guided to encourage participants to
for busy clinicians. Instructors explain transitions to the debriefing (typically, reflect on the action and to share openly
what to do and when/how to do it, then plus-delta). At BCH, Zone 2 courses may any explanations for their behavior. These
use the pause principle to guide learning. be embedded in longitudinal learning explanations help the team understand,
As participants demonstrate greater skill, programs (e.g., structured resident- or and eventually treat, the root causes
the instructor may allow for longer periods fellow-oriented development); clinical of team-based performance issues. Of
of uninterrupted action—this itself is a orientations; or multiple-scenario, particular interest are the behaviors
form of (positive) feedback for learners. In multiple-debrief training experiences. that appear incongruent, inefficient,

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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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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.

The Future of SimZones


SimZones align to simulation fidelity Supporting Longitudinal
in the following ways. In Zones 0 and Simulation Learning Systems As simulation becomes a universal
1, where skill acquisition is the focus, Simulation centers, and the hospitals they preparatory tool for training responsible
fidelity matters in the focused area of the serve, may appreciate tools for defining health care providers, those who direct
task and not in the surrounding context. longitudinal, postgraduate, professional simulation programs and centers will
For example, a Zone 1 intubation course learning programs. Both teaching and be faced with challenges related to the
requires high-fidelity airway trainers other hospitals are interested in offering volume, growth, diversity, funding, and
and intubation equipment but not a continuing education for their clinicians. innovation of their organizations, all
realistic clinical environment. In Zone 2, while having to support high-quality
where clinical performance in context is Teaching hospitals function as learning and patient care. The SimZones
the focus, greater fidelity in contextual postgraduate medical programs, approach, already invaluable at the BCH
elements (e.g., beeping machines, requiring clinicians to complete Simulator Program and several of our
parents, team member interactions) longitudinal curricula to advance to international partners, is a powerful
contributes to learning. In Zone 3, senior positions. The SimZones model enabler of organization and quality for
where double-loop learning and system serves an organizing function for large and small simulation programs
(re)invention are the focus, high fidelity those aspects of postgraduate medical and the communities that they support.
in equipment, in facilities, and in the education that can be addressed by Using SimZones across simulation
simulated patient encourages authentic simulation. For example, the following is organizations will enable rapid, high-
behavior in preparation for reflective a list of simulation curricula in a neonatal quality resource sharing and boost
learning. intensive care unit, with college-like curricular innovation. However, entering
course numbers that include the relevant into an increasingly Internet-based era of
Issue 5: Zones guide simulation research education, SimZones will require flexible
department and zone: NICU.101–
Researchers recommend organizing a NICU Nursing Orientation (Zone 1), development to accommodate dispersed
simulation research agenda according NICU.120–NICU Fellowship Bootcamp teaching methods, technologies, teams,
to Kirkpatrick’s four levels of training (Zone 1, 2), NICU.201–NICU Nursing and organizations.
evaluation—reaction, learning, behavior, Mock Code (Zone 2), NICU.202–NICU Funding/Support: None reported.
results.5 SimZones can further inform Fellowship Mock Code (Zone 2), and
research planning and design. Clinical NICU.301–NICU High Reliability Crisis Other disclosures: None reported.
partners want to understand how Zone Team Training (Zone 3). Ethical approval: Reported as not applicable.
1 clinical skills training impacts how
quickly new trainees are prepared to Other hospitals are also concerned with
provide care, how efficiently and broadly continuing education and could create References
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