Background
Currently, the shortage of qualified nursing faculty is an international problem, as qualified nursing student applicants are turned away in countries such as Canada, China, Australia and Malaysia [
1]. The most important factors contributing to this crisis are faculty aging, lack of budget, and increased job competition in clinical settings [
2]. One of the innovative strategies to compensate for the shortage of nursing faculty in clinical education is the temporary employment of clinical expert nurses as PTCNIs. However, while they are experts in clinical practice, they lack the formal knowledge, skills, and attitudes to educate and evaluate students [
3,
4]. According to Benner’s theory, an experienced clinical nurse is a novice educator. In other words, experience is not equal to learning or competence [
5]. Successful clinical education requires skills beyond clinical expertise to best facilitate student learning. As clinical nursing education is multifaceted, clinical nursing instructors must have skills in clinical practice, effective professional communication, and skills in guiding students in applying theory in practice, evaluating students’ clinical performance, and problem solving [
6]. Having expert clinicians as PTCNIs brings benefits, which include diverse clinical experience and clinical expertise, familiarity with the rules in the clinical system, having a variety of knowledge and ideas to enhance students’ learning, and cost-effectiveness over full-time faculty members. However, transfer from clinical experts to PTCNIs or adjunct nursing faculty members is challenging. Challenges reported by expert nurses include lack of formal training in clinical education skills, unawareness of methods of evaluating clinical performance and providing feedback to students, and lack of skills in establishing professional communication [
7].
Providing effective clinical education brings about ongoing challenges in Iran. These include weaknesses in educational programs and content, neglect of the nursing process in clinical education, deficiencies in educational methods and evaluation of clinical performance, lack of application of theoretical education in the clinical environment, inappropriate professional interactions, and inadequate competence of clinical nursing instructors [
8]. One of the important responsibilities of educational institutions is to prepare and familiarize PTCNIs for their new role as educators in clinical settings [
9]. The literature has suggested orientation, mentoring, and needs-based professional development programs to prepare PTCNIs and to keep experienced faculty members up-to-date with new approaches to nursing education [
7,
10]. Although many educational institutions offer orientation programs, they are often not based on logical evidence or frameworks that support clinical content, but are designed based on the hypothetical learning needs of novice instructors. Professional development programs for clinical instructors, if structured and based on competency, lead to positive outcomes, increase job satisfaction, reduce the rate of attrition, and improve the performance of clinical nursing instructors [
6]. The need for a sufficient number of PTCNIs is increasing. What is unclear, however, is what competencies and professional development programs these clinical instructors need to prepare and work effectively with nursing students in clinical groups. A purposeful literature review was conducted to determine what is known about this issue.
Literature review (preparing clinical expert nurses for the role of nursing instructors)
The first step in developing a competency-based program for nursing instructors is to identify the competencies and qualifications necessary to successfully assume their new role. Using the systematic rapid evidence assessment approach, Jetha et al.(2016) reviewed the scientific literature to identify professional development needs of novice clinical teachers to assist the transfer of clinical expert nurses to educational roles. Their findings revealed three main professional development needs for novice clinical teachers including socialization, professional development programs, and self-reflection. Based on these findings, recommendations were presented for best practices to support and prepare novice clinical teachers [
11]. The available literature reports the needs of PTCNIs during role transfer as role clarification, support, clinical evaluation, teaching preparations, and orientation programs [
10,
12,
13].
Various models for orienting and preparing clinical expert nurses as clinical instructors are reported in the literature. Most have emphasized the importance of faculty member development, orientation, and mentoring programs to help develop a new role and retain the role [
14,
15]. Seekoe (2014) described and developed a competency-based mentoring model and critical learning theories to transfer the role of novice instructors from clinical to academic settings in South Africa. The conceptualization framework for this model included “context” (practical nurse training setting), “content” (study of mentoring resources), and “process” (mentoring needs in nursing education institutions). The mentoring takes place during the “process” through a range of activities such as relationship building, development, engagement, reflection, and assessment [
16]. These models are used as a framework for developing programs to transfer clinical expert nurses from clinical practice to novice nursing instructors.
Faculty members from three nursing schools on The Eastern Shore Faculty Academy and Mentorship Initiative in Maryland, United States, have designed a program to prepare experienced nurses for new roles as PTCNIs. This 30-h program was a combination of face-to-face, simulation, online, and group mentoring sessions. The content of the program included an overview of clinical education, how to create a positive learning environment, and how to manage the multiple roles of nursing instructors. The program was implemented through mentoring and the outcome of the program included the hiring of clinical nurses as PTCNIs [
17].
Wu et al. (2020). designed a web-based program for nursing preceptors in Singapore. A three-step process was applied to integrate the theoretical framework, collect evidence from a systematic review, and perform content validation by experts. The content of the program was based on a review of the literature, with results including facilitating student learning, creating a positive learning environment, evaluating clinical performance, effective feedback skills, and managing challenging situations. Part of this program was implemented as a pilot study. Nursing preceptors stated that the program content was useful for them and helped them understand the real conditions of the clinical environment [
6].
Other approaches to facilitating the transition of expert nurses to novice educators is to hold workshops based on the declarations of the national league of nursing about the main competencies of nursing educators. These competencies provide a framework for identifying the basic knowledge, skills, and attitudes of educators required for curriculum design [
18].
Nursing programs are challenged in employing qualified PTCNIs. They usually do not have the best approach or a suitable professional needs-based curriculum based on structured mentoring to teach PTCNIs [
19,
20]. The researchers have emphasized the importance of formal and structured mentoring, which leads to increased job satisfaction, reduced role conflict and ambiguity, and increased faculty member survival [
20,
21]. The aims of the study are to develop a competency-based curriculum with structured mentoring to prepare clinical expert nurses for new roles as PTCNIs and conduct pilot program evaluation.
Results
Integrating the findings from the qualitative phase and the literature reviews
The findings obtained from the systematic review of the literature and the qualitative phase about clinical education competencies of PTCNIs were integrated in the analysis stage. Integrating the findings resulted in 20 subcategories, 6 categories, and 3 themes (Table
1).
Content of the competency-based curriculum
The research team prepared the content of the curriculum based on the results of the interviews with the participants and the systematic review, national guidelines for clinical nursing education, and the relevant literature. The competency-based curriculum consists of six modules: 1) Effective professional communication skills, 2) Principles of clinical education, 3) Creative clinical education strategies, 4) Patient care management, 5) Supervision skills of clinical instructors, and 6) Professional and moral characteristics of clinical instructors. A brief summary of each module is presented in Table
2.
This curriculum was designed over a period of almost two years, from reviewing the literature to validation. The curriculum included workshops and clinical practice, with a total of 150 h required for teaching it (30 h for theoretical knowledge and 120 h for skills training). It will take approximately 1.5 months for each PTCNI to complete the modules. Therefore, it is expected that 4 mentors will be able to train a maximum of 12 PTCNIs in a period of 4.5 months. Upon the completion of the course, PTCNIs will receive a certificate that can be part of their professional portfolio.
Results of curriculum evaluation by content experts
The curriculum evaluation checklist was completed by 28 content experts and emailed to the research team. Results showed that the average scores of the curriculum domains were between 2.64–2.89. The details of the mean domain ratings are shown in Table
3. Experts also commented that the duration of internships and skills training in modules should increase and the duration of theoretical courses should decrease. They also shared knowledge about the content of the curriculum. Lastly, the research team finalized the curriculum, taking into account the comments of content experts. It was presented to the Deputy Minister of Nursing of the Ministry of Health of Iran for implementation.
Table 3
Results of the evaluation of the competency-based curriculum domains by content experts
Needs | – | 4 (14.3) | 24 (85.7) | 2.85 |
Objectives | 2 (7.2) | 6 (21.4) | 20 (71.4) | 2 .64 |
Educational content | 1 (3.7) | 5 (17.8) | 22 (78.5) | 2.75 |
Teaching methods | – | 3 (10,7) | 25 (89.3) | 2.89 |
Assessment and evaluation | – | 3 (10.8) | 25 (89.2) | 2.89 |
Educational approaches | 1 (3.6) | 4 (14.2) | 23 (82.2) | 2.78 |
References | – | 3 (10.8) | 25 (29.2) | 2.89 |
The evaluation of the curriculum modules
Mentors evaluated PTCNIs’ competencies before and after teaching each module using the nursing instructors’ job tasks scale. This instrument, developed specifically for the study, was a 9-point rating scale organized in three levels of unsatisfactory (1–3), satisfactory (4–6), and highly satisfactory (7–9). Prior to use, it was sent to 10 nursing faculty members with clinical and educational experience for evaluation and validity testing. Content validity was evaluated in terms of relevance, comprehensiveness, and appropriateness. The obtained content validity index (CVI = 0.8) indicates that the job tasks instrument has content validity.
The evaluation steps are as follows:
-
Phase 1: The mentor observes and evaluates the clinical training of nursing students by PTCNIs using the job tasks instrument.
-
Phase 2: The mentor teaches the required training protocols in each module to the nursing instructor in the clinical environment, the clinical instructor implements them, and the mentor gives feedback.
-
Phase 3: The mentor observes and evaluates the clinical training of nursing students by PTCNIs with the job tasks instrument over four weeks after the training of each module and then provides feedback again to modify the instructor’s behavior.
Pilot study
The main purpose of the pilot study was to evaluate the competency-based curriculum in terms of usability and quality of information. According to the review of the literature, professional communication is one of the most important competencies of clinical education of nursing instructors [
28]. Effective communication between clinical instructors and students provides an ideal clinical learning environment, having a positive effect on clinical learning experiences, and increases student motivation [
25]. Therefore, the module of effective professional communication skills was selected for the preliminary implementation of this program. The curriculum was implemented using a quasi-experimental single-group pretest-posttest design for 5 PTCNIs in university-affiliated hospitals in Iran in a pilot study. The professional communication competencies of nursing instructors were assessed by the observational job tasks scale before and 4 weeks after training. Then, the data were entered into the SPSS software for analysis.
In this study, five expert clinical nurses were selected as PTCNIs, including 3 men and 2 women with bachelor’s degrees in nursing. The theoretical knowledge was conveyed in a 4-h lecture for nursing instructors given by a faculty member in the first week of the term. In addition, all learning goals were set out in a paper that was handed to the nursing instructors. The practical hands-on part was delivered to the instructors by means of a 24-h tutorial divided into three sessions. There was a significant difference in the mean score of the communication skills of PTCNIs before and after the intervention (Before: 1.39 ± 0.05; After: 2.74 ± 0.15, p = 0.0005, t = − 16.554).
Discussion
In this study, a competency-based curriculum for PTCNIs was developed according to the 7-step curriculum development model proposed by Saylor et al. (1981) and its effects on the confidence of nursing instructors were evaluated. The competency-based curriculum is based on structural blocks of reflected competencies that move from knowledge acquisition to knowledge application [
29]. The structural blocks for designing this curriculum were based on the findings of the literature review and the field interviews, including educational competencies, supervision and support competencies, and nursing instructors’ professional-ethical role modeling. Therefore, through these competencies, areas of knowledge were identified for curriculum development.
The most important components of this curriculum according to Saylor et al. ‘s (1981) curriculum model were the objectives, content, implementation, and evaluation of the curriculum. The objectives component in this curriculum was developed in the cognitive, emotional, and psychomotor dimensions. In other words, clinical instructors acquire knowledge about the competencies of clinical education, show an inclination to it, and finally acquire the necessary clinical education skills. The content, training methods, and evaluation modes were adopted according to curriculum objectives [
30].
Another component of this curriculum was content development. It focuses on features such as comprehensiveness, authoritativeness, being up-to-date, and appropriateness for PTCNIs’ needs. Content development was guided by the systematic review of the literature. Therefore, this is an evidence-based curriculum. It provides a comprehensive coverage of the roles, needs, and competencies of clinical teaching for PTCNIs. Findings from other studies emphasize the importance of identifying the needs and competencies of PTCNIs via a literature review to design a program in order to prepare them for their academic roles [
13,
19]. Other researchers have designed a program for nursing preceptors through a three-step process of theoretical framework, evidence from a systematic review of the literature, content validation by experts, and pretests. After the implementation of the pilot program, the preceptors stated that the content of the curriculum was useful to them and that they understood the real situation in the clinical environment [
6]. Another study has also used the Delphi technique and literature review to prepare the contents of a competency-based curriculum [
31].
In addition to being evidence-based, the content of this curriculum is based on assessing the needs and experiences of learner PTCNIs. The curriculum is considered dynamic when learners are involved in the learning process. If the selected content is much more challenging than the learners are able to deal with, the target concepts and skills will not be understood. However, if the content is too trivial and facile in comparison with learners’ capabilities, learners will have no desire for a positive change via learning [
32]. Some researchers have designed the content of the midwifery training curriculum in Beijing based on the results of interviews with learners about their specialized training needs [
33]. Therefore, identifying needs in the review of literature and field interviews were the cornerstone for the design of this curriculum.
This curriculum was implemented through the structured mentoring model, which is another component of this curriculum. Mentoring refers to the idea of encouraging learners to identify their learning needs so that they can complete their learning process based on self-regulation and self-reflection [
34]. The results of a systematic review by Nowell et al. (2017) indicated that there is an obvious gap in describing the processes in mentoring programs. They reveal a lack of consistent and structured mentoring in academic settings and also indicate that nursing faculties lack evidence-based guidance about where to begin in developing and implementing mentorship programs [
20].
The current curriculum was designed during a semester with specific components of mentoring, including choosing a coordinator to run the program, using the matching dyads mentoring pattern, setting specific objectives, frequent and continuous communication between the mentors and the mentees, the development of clinical teaching workshops, and providing appropriate feedback. Therefore, this study is of great importance in order to address this gap in the literature by developing a curriculum with structured mentoring and components specifically designed for PTCNIs.
The final component of this curriculum was evaluation. Experienced faculty members in various fields of nursing, including clinical nursing and nursing education, evaluated the content of this curriculum. The results of content validation showed that the content of the competency-based curriculum has a good level of validity. Qualitative feedback from content experts on the elements of the competency-based curriculum ensured that curriculum patterns and concepts are relevant.
In the quasi-experimental pilot study, significant differences were observed between the pre-intervention and post-intervention scores, which demonstrated increases in PTCNIs’ confidence regarding the implementation of the communication skills module in clinical settings. These results are consistent with several previous studies by other researchers in which a mentorship program improved PTCNIs’ competencies [
17,
19].
Clinical education is imperative for developing qualified nursing students, who are prepared for professional practice. This cannot be achieved without confident clinical instructors. Academic administrators of nursing programs need professional development programs to prepare PTCNIs for clinical education of students, so that they meet the expectations of the nursing program and the nursing profession [
19]. Developing a proper competency-based curriculum provides learners with the opportunity to evaluate their previous skills and knowledge, while they acquire knowledge and learning principles about clinical training competencies. Those who complete this curriculum can use their new knowledge and skills to take on the role of clinical instructors to strengthen the link between the clinical and academic environments.
Some components of this competency-based curriculum were determined based on the specific needs of PTCNIs in the study’s locality. Therefore, research findings can have contextual limitations. The seven-step process of curriculum development is time consuming. Therefore, delays may occur in the development of a competency-based curriculum. It is possible that the positive outcomes observed in the pilot study could be attributed to the small self-selected group of 5 nursing instructors selected by convenience sampling; thus, some selection bias may have affected the results and further investigations are needed. The outcomes related to nursing students’ satisfaction and competence were not evaluated. The next step could be further large-scale experimental studies to investigate the implications of this curriculum and to evaluate its effects on student’s satisfaction and clinical performance.
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