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Evaluating Competency-Based Training

Knowledge Assessment | Skill Assessment | Followup Monitoring of Training

Providing participants with good counseling and clinical skills is one of the central purposes of most family planning training courses. Being able to measure learning progress satisfactorily and evaluate performance objectively are extremely important elements in the process of improving the quality of clinical training.

It is the responsibility of the clinical trainer to determine whether each participant has achieved the knowledge, attitudinal concepts and skills defined in the training course objectives. This is accomplished through the use of knowledge and skill assessments. When these assessments are based on the mastery learning approach to clinical training, learning is measured through the following means:

  • Initial assessment of each participant's and the group's general knowledge and skills in the course topic. Such preliminary assessments guide the clinical trainer and participants in their work together during the course.
  • Continual assessment of each participant's mastery of the knowledge and skills defined in the course objectives.

Knowledge Assessment

Assessment of knowledge (testing) is an important factor in determining the success of training. Knowledge assessment is conducted to:

  • Determine participant knowledge of the subject at the beginning of the course
  • Motivate the participant to acquire new knowledge
  • Determine whether progress has been made toward achieving the training objectives

Skill Assessment

The use of competency-based skill assessments (learning guides and checklists), which measure clinical skills or other observable behaviors relative to a predetermined standard, have made the task of determining a participant's competence much easier. While learning guides are used to facilitate learning the steps or tasks (and sequence, if necessary) in performing a particular skill or activity, checklists are used to evaluate performance of the skill or activity objectively.

A learning guide contains the individual steps or tasks in sequence (if necessary) required to perform a skill or activity (e.g., counseling a client or inserting an IUD) in a standardized way.

Learning guides are designed to help the participant learn the correct steps and the sequence in which they should be performed (skill acquisition). They also measure progressive learning in small steps as s/he gains confidence and experience (skill competency) in performing the procedure or activity.

The checklist is derived from the learning guide. Unlike learning guides, which are of necessity quite detailed, competency-based checklists focus only on the key steps or tasks. Well-constructed checklists should contain only sufficient detail to permit the clinical trainer to evaluate and record the overall performance of the skill or activity objectively.

Using learning guides and checklists in competency-based clinical training:

  • ensures that training is based on a standardized procedure,
  • ensures that all participants will have their skills measured according to the same standard, and
  • forms the basis for followup feedback (coaching) and evaluation.

Training clinical trainers to use competency-based performance instruments reliably, such as those described above, provides an opportunity to assess competency based on demonstrated performance and application of knowledge in the clinical setting rather than "lecture time" or "number of practice cases performed."

Followup Monitoring of Training

It is recommended that, if possible, course graduates be observed and evaluated in their own institution, within 3 to 6 months of completing the course, by a course trainer using the counseling and clinical skills checklist that was used in the course. (At the very least, the graduate should be observed by a skilled provider soon after completing training.) This postcourse evaluation activity is important for several reasons. First, it provides the graduate direct feedback not only on her/his performance, but also provides the opportunity to discuss any startup problems or constraints to service delivery (e.g., lack of instruments, supplies or support staff). Second, and equally important, it provides the training center, via the clinical trainer, key information on the adequacy of the training and its appropriateness to local conditions. Without this type of feedback, clinical training easily can become routine, stagnant and irrelevant to service delivery needs.


Source: JHPIEGO Fact Sheet. March 97.

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Last Updated: 09 Jul 2003

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