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Crit Care Nurse 2007 Dec; 27(6): 37-60

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Staff Development
CE Article

Designing a Comprehensive Model for Critical Care Orientation

Linda L. Morris, PhD, APN, CCNS
Pamela B. Pfeifer, RN, MS, CCNS
Rene Catalano, RN, MS
Robert Fortney, RN, MS, CNRN
Edith L. Hilton, DSN, PhD, APRN, BC
Julia McLaughlin, RN, BSN, CCRN
Greta Nelson, RN, MS, CNA, BC
Janet Palamone, RN, MSN, APRN, BC, CCRN, CNRN
Robb Rabito, BA
Rebecca Wetzel, RN, BSN
Lindsay Goldstein, RN, BSN


Linda L. Morris is the clinical nurse specialist for respiratory care at Northwestern Memorial Hospital and assistant professor of clinical anesthesiology for the Feinberg School of Medicine at Northwestern University, Chicago, Illinois.

Pamela B. Pfeifer has held several clinical and management positions, including staff nurse, assistant nurse manager, advanced practice nurse, and program director for the Critical Care Institute (formerly education consultant). She is currently the interim manager with the Northwestern Memorial Academy.

Rene Catalano, with 11 years of experience in the development and implementation of education programs, is the staff educator in the coronary care unit at Northwestern Memorial Hospital.

Robert Fortney is the director of neurosciences nursing at Northwestern Memorial Hospital. As the former nurse manager of the neuro spine intensive care unit, he recently expanded the unit from 12 beds to 23 beds and was intimately involved with the new orientation program for training all the newly hired nurses.

Edith L. Hilton was an advanced practice nurse in the neurosciences at Northwestern Memorial Hospital. She has an extensive clinical background in the neurosciences and rehabilitation; her research interests are chronic illness and disability.

Julia McLaughlin was a staff educator in the medical intensive care unit at Northwestern Memorial Hospital and began DePaul-Evanston’s nurse anesthetist program in the fall of 2006.

Greta Nelson is the program administrator of home hospice at Northwestern Memorial Hospital and the former nurse manager of the medical intensive care unit. With 25 years of nursing practice, she has an extensive background in critical care and management, including experience as an educator, a manager, a director, and a consultant in healthcare.

Janet Palamone is a staff educator in the neuro spine intensive care unit at Northwestern Memorial Hospital with 18 years of experience in critical care.

Robb Rabito is a senior project coordinator at the American College of Chest Physicians in Northbrook, Illinois. He has worked in education administration for 8 years.

Rebecca Wetzel is currently the staff educator in the cardiac transplant unit at Northwestern Memorial Hospital, which expanded from 11 to 23 beds, incorporating transplantation of solid organs.

Lindsay Goldstein is a staff nurse in the neurosurgical intensive care unit at Rush University Medical Center in Chicago and a graduate student in the nurse practitioner program at Rush University College of Nursing.

To purchase reprints, contact The InnoVision Group, 101 Columbia, Aliso Viejo, CA 92656. Phone, (800) 899-1712 or (949) 362-2050 (ext 532); fax, (949) 362-2049; e-mail, reprints{at}aacn.org.

Financial Disclosures
None reported.

This article has been designated for CE credit. A closed-book, multiple-choice examination follows this article, which tests your knowledge of the following objectives:

  1. Examine the role and challenges of critical care educators in integrating diverse levels of nursing experience into an orientation model
  2. Describe the educational and training needs of preceptors assisting with implementation of a critical care orientation program
  3. Discover the benefits of a critical care model of orientation on the unit, the staff, and the hospital

Corresponding author: Linda L. Morris, PhD, APN, CCNS, Northwestern Memorial Hospital and Feinberg School of Medicine, Northwestern University, 251 E Huron St, Feinberg Pavilion, Ste 8-330, Chicago, IL 60611 (e-mail: limorris{at}nmh.org).


One of the greatest challenges in clinical nursing education is providing an orientation program that meets the needs of critical care nurses with various backgrounds and levels of experience within a relevant and stimulating format. Since the 1990s, a major shift has occurred within the culture of intensive care units (ICUs) to employ, orient, and mentor new graduate nurses. Formerly, after graduation, the standard progression for all critical care nurses was at least 1 year of medical-surgical experience in a general care area. The gradual transition from medical-surgical nursing into the critical care environment that once existed has changed in response to the dwindling supply of nurses in the workforce. Concurrently, the population of patients in ICUs has increased, the severity of illness has increased, and the length of stay has decreased. Critical care educators are challenged to accommodate graduate nurses into ICUs while maintaining competence and ensuring the highest quality of care. In this article, we describe how we faced that challenge and exceeded all expectations.

Assessment of Orientation

The previous program of orientation for critical care nurses at Northwestern Memorial Hospital, Chicago, Illinois, consisted of 2 primary methods: classroom education and clinical instruction with a preceptor. Nurses were hired into any of our 5 ICUs: medical, surgical, cardiothoracic, neurosciences, and coronary care. The length of orientation ranged from 8 to 12 weeks, depending on the nurse’s number of years in nursing and level of experience.

Each new nurse was enrolled in the Critical Care Course, a 31/2 day course that included lectures covering a basic review of cardiac dysrhythmias, pulmonary disorders, renal failure, interpretation of blood gas analyses, and monitoring hemodynamic parameters. Before implementation of our new critical care orientation program, most ICUs did not accept new graduates. All new nurses, regardless of experience, were required to either attend the classes offered every 2 months or test out of the classes via written examination. Task competency was validated at the bedside by a preceptor, who used a standardized checklist. Select units also provided classes that focused on the units’ specific population of patients. Written materials were made available to the orientees, but no designated time outside of the orientees’ assigned orientation hours for patients’ care was given to review and discuss these materials.

Because of numerous concerns about content and consistency of classes as well as the need to promote critical-thinking skills in the orientees, the managers and staff educators requested support from Northwestern Memorial Academy, the training and development section of the human resources department. The academy, in turn, asked the clinical nurse specialist (CNS) for the department of respiratory care, who held dual certification as a critical care CNS and in continuing education and staff development, to assess the program and recommend revisions.

Assessment of the Critical Care Orientation Program

In our traditional approach, when a new nurse was hired, the manager of the ICU was disconnected from the educational part of the orientation and focused on the departmental orientation from a human resource perspective. The staff educator took on the bulk of the role of determining compliance with the mandatory hospital-wide educational programs, the unit-based classes, online learning modules, scheduling of orientation, and follow-up. The preceptor’s role was to "shepherd" the orientee though the critical care orientation and ensure completion of the orientee’s competency-based skills lists.

A comprehensive assessment of the critical care orientation was performed during the last quarter of 2003 and into the first quarter of 2004. The CNS identified 3 primary areas of inconsistencies in our previous orientation program: instructional reliability, teaching materials, and scheduling. We defined instructional reliability as the ability of 2 different instructors to teach an identical session with equal results. In other words, participants who attended identical sessions taught by different instructors should have the same understanding or grasp of the material. However, we found that equal results were not the case. Teaching materials consisted primarily of standardized PowerPoint presentations, and sometimes outdated written materials were used. Occasionally, instructors (usually the staff educators) were not available to teach scheduled classes because of unit staffing needs and classes had to be canceled. Because classes were offered bimonthly, they did not always coincide with the start of orientation sessions; therefore, new nurses were inconsistently scheduled for these classes.

In addition to inspecting the teaching materials used in the critical care classes, the CNS evaluated each instructor’s teaching skills and the methods used to elicit class participation. She assessed each instructor’s ability to present the information, noting whether he or she simply read from notes or had a more active role in interacting with the participants. The CNS also taught sessions of the Critical Care Course, which allowed her to evaluate the teaching materials from the instructor’s perspective. Next, the CNS developed 4 separate assessment tools, one each for new orientees, preceptors, the unit-based staff educators, and the nurse managers. These assessment tools were based on her experience with the development and evaluation of previous orientation programs. The tools consisted primarily of open-ended questions and were distributed to each of the 4 groups.

The staff educators, managers, and preceptors were asked about their perceptions regarding the amount of time spent preparing to orient new staff, new nurses’ level of motivation to learn, barriers to the effectiveness of preceptors, resources to improve function of preceptors, preceptors’ satisfaction, helpfulness of the current critical care orientation classes in introducing critical care concepts, level of satisfaction with the critical care orientation program itself, and suggestions for improvement. In addition, recent orientees were asked about how much time they spent in classroom education, in clinical orientation with a preceptor, and in self-directed activities. They were also asked about how their learning needs were assessed, whether they met regularly with the staff educators to discuss goals, the orientees’ preferred learning methods, and whether the orientees accomplished their goals of orientation. Tables 1Go through 4GoGoGo list the specific questions asked of each group. Many of these questions were duplicated throughout the groups to provide a comprehensive picture of the current state of the orientation process.


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Table 1 Questions posed to staff educators

 

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Table 2 Questions posed to managers

 

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Table 3 Questions posed to preceptors

 

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Table 4 Questions posed to orientees

 
To identify repetitive themes, the CNS analyzed the results of these questionnaires and the course evaluations of the previous year’s critical care orientation program. A proposal was submitted in early 2004 with recommendations for improvement. The areas to be addressed included the previously discussed inconsistencies in teaching methods, scheduling, and education.

Staff Educators’ Concerns

Results from the staff educators indicated inconsistencies in the way the program was implemented from ICU to ICU. In some units, orientees were allowed to test out of classes if they had critical care experience; in other units, they were required to attend all classes regardless of their experience level. In addition, the criteria for competence varied from unit to unit. For example, in one unit, competence was assumed once an orientee had achieved an acceptable score on the posttest, whereas in other units, skills checklists were used, but not consistently.

Staff educators were also concerned that orientees sometimes completed their orientation period needing more time to apply the information in the clinical setting. In addition, no formal method was available to determine readiness to practice independently in an ICU without direct supervision.

The CNS also noted missed opportunities to assess the critical-thinking skills of the orientees and inconsistency in the way didactic content was taught. Experienced classroom instructors knew how to facilitate discussion on a topic to ensure that the material was understood; inexperienced instructors were unable to do so.

Preceptors’ Concerns

Results from the preceptors’ assessments revealed several concerns. These themes included variability or inconsistencies in the skills of the preceptors and negative perceptions of the precepting experience. Preceptors were selected on the basis of "who did it last," rather than on the basis of which person was the most appropriate. Selection was also based on schedule availability, years of work on the unit, and previous experience as a preceptor.

Preceptors’ teaching skills tended to be highly variable. The preceptor curriculum, a course that is suggested but not mandatory for preceptors, consists of six 2-hour sessions offered in a 3-month period. The classes include assessment and feedback, effective communication, critical thinking, new learner issues, planning instruction, and the challenging learner. Although the in-house preceptor curriculum includes discussion of instructional resources, not all preceptors attended these sessions, so some preceptors had more information on teaching than others did.

Preceptors perceived a lack of support for the orientation process, a situation that led to nurses being unwilling to serve as preceptors. This culture created a lack of qualified staff available to act as preceptors and a surplus of staff unwilling to act in this role. In addition, preceptors felt overwhelmed because of the following perceptions:

Orientees’ Concerns

Orientees also identified several areas of dissatisfaction with the orientation process. These areas included scheduling issues, variable skills among preceptors, and the expected concerns of feeling overwhelmed. Not having classes scheduled at the beginning of orientation was a source of frustration because theory did not correlate with clinical experiences in a timely way. Application of critical-thinking skills depended on each preceptor’s skills and the preceptor’s motivation to teach. Appropriate experiences with patients often were not available within the assigned orientation period. The multitude of tasks and responsibilities seemed overwhelming to learn in only an 8-to 12-week period, particularly because no time was allotted outside of hours for patient care to complete the didactic material.

Toward a New Model for Critical Care Orientation

The assessment of the old program provided the impetus for implementing a major revision of the critical care orientation program, resulting in the creation of a new model for orientation. The primary purpose of the new program is to provide each new nurse the skills necessary to function independently and competently in the ICU. We set out to design a program that would provide preceptors the resources and materials necessary to ensure consistent implementation of a quality orientation program from unit to unit and a program that would include validation of competence and assessment of critical-thinking skills. Finally, teaching materials that were consistent and that reflected current evidence-based practice had to be developed.

We needed to address the inconsistencies and concerns associated with the previous program: inconsistency in teaching materials, scheduling, instructional reliability, validation of competence, assessment of critical-thinking skills, outdated materials, and the areas of dissatisfaction among the preceptors and orientees. This model also had to address the learning needs of nurses with different levels of experience.

A new model of critical care orientation was created that draws on Benner’s "novice to expert" model.1 This model has 5 levels of mastery: novice, advanced beginner, competent, proficient, and expert. Within this framework are 3 aspects of skill acquisition that we used to guide the critical care orientation curriculum and help nurses adjust to their role in the ICU1:

  1. Movement from reliance on abstract principles to use of past experiences
  2. Change in the learner’s perception of the situation in terms of equally relevant bits of information to a complete whole in which only certain parts are relevant
  3. Passage from detached observer to involved performer

For new ICU nurses to gain a sense of confidence and demonstrate competence in complex nursing skills, the program must include time for preparation, resources rich in critical care concepts, and practice in real-life or simulated situations. These characteristics give new ICU nurses the best opportunities to practice independently.1 The foundation of our program provides flexibility for nurses entering the ICU regardless of their previous knowledge or performance level. In supporting the foundation of our program, we provided preceptors with the necessary resources and materials to ensure that a quality orientation program is implemented consistently from unit to unit.

Our new model builds on the learner’s experiences, provides a variety of learning methods, uses task-oriented problem-solving approaches to learning, and uses self-directed learning as an option when advantageous. These methods encompass Benner’s model and the 3 aspects of skill performance, therefore encouraging nurses to advance to a higher level of clinical aptitude.

The new model of critical care orientation was developed first (Figure 1Go). This model has an overarching umbrella that represents the use of a consistent approach to orientation from unit to unit. Our primary theme of critical thinking infused the entire program as it changed from one of traditional pedagogy (teacher-centered methods) to andragogy (adult-centered learning).24 With adult-learning theory as a framework,58 the new model builds on a learner’s experiences; provides a variety of learning methods; uses task-oriented, problem-solving approaches to learning; and uses self-directed learning as an option when possible. This model offers constant opportunity for assessment and evaluation of a learner’s ability to apply the knowledge in real and simulated situations.


Figure 1
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Figure 1 New model of critical care orientation.

 
Our challenge has been to provide stimulating learning experiences for 3 distinct groups: experienced critical care nurses, experienced noncritical care nurses, and graduate nurses. Relevant learning opportunities were planned to meet individual needs. As a result of our efforts, the traditional learning methods of lecture-based classes in combination with assignment to a preceptor have been replaced with a variety of learning methods.

Learning Methods

Depending on each nurse’s experience, learning needs are identified in different ways (see the section "Implementation of the Model"). A variety of learning methods are used, depending on the results of these initial assessments. The primary learning methods used in the new approach include online learning, case studies, a human simulator, and clinical time with a preceptor. The staff educator and preceptor determine what other learning methods are appropriate for each orientee. These other methods can include service-based classroom lectures (eg, the neurosciences orientation classes for the nurses working in the neurosciences ICU), quizzes, games, videos, mock events, articles from critical care journals, and demonstration/return demonstration.

Online Methods

In our new model, most of the traditional classroom lectures have been replaced with the Web-based learning programs Essentials of Critical Care Orientation (ECCO)9 and Pulmonary Artery Catheter Education Project (PACEP).10 ECCO is a comprehensive Web-based learning program developed by the American Association of Critical-Care Nurses and consists of 8 system-based modules: cardiovascular, pulmonary, neurological, renal, endocrine, hematological, gastrointestinal, and multi-system. Each module contains a basic review of anatomy and physiology, assessment, monitoring, diagnostic or invasive procedures, and specific disorders relevant to that body system. A variety of media formats are used in ECCO, including text, audio, video, animation, and tests. The program also includes management oversight ability, in which approved individuals are able to check the progress of the staff, checking the number of modules completed, average scores on tests, and all aspects of orientees’ progress in completion of the modules.

PACEP was designed to provide a free Web-based state-of-the-art educational program on monitoring hemodynamic parameters and using pulmonary artery catheters. PACEP was developed in collaboration with several professional societies: the American Association of Critical-Care Nurses, the American Association of Nurse Anesthetists; the American College of Chest Physicians; the American Society of Anesthesiologists; the American Thoracic Society; the National Heart, Lung, and Blood Institute; the Society of Cardiovascular Anesthesiologists; and the Society of Critical Care Medicine. Topics are divided into 2 levels of difficulty; each topic includes physiological concepts, interpretation of data, waveform analysis, and technical aspects of monitoring hemodynamic parameters. Content includes effects of medications on hemodynamic values, recognizing trends in data, and identifying abnormal hemodynamic profiles such as shock, heart failure, and tamponade.

When a nurse completes both ECCO and PACEP, he or she receives 64 contact hours of continuing education credit. Web-based learning strategies provide current content in a consistent manner that can be reviewed at scheduled times or at the convenience of the user. This arrangement helped us correct one of our concerns, instructional reliability; however, we also needed a method to assess how each orientee applies this information to specific situations. We assess application of the theory learned by reviewing case studies and simulations of real-life experience with the human simulator, which mimics real-life experiences.

Case Studies

Case studies are excellent methods for assessing critical-thinking ability.11 This type of assessment is especially important when assessing the competence of any new nurse. Case studies contain a patient situation, including assessment data, an inherent problem, results, and implications. After being presented with a situation, the participant begins by relaying his or her concerns about potential problems and "talks it through" with the guidance of a leader. The leader, usually a staff educator or an advanced practice nurse, allows the participant to "care for" a patient aloud in the participant’s thoughts, but gives the participant more information along the way. At the end of the exercise, the leader promotes discussion to evaluate the way the participant cared for the patient, including strengths and weaknesses. This feedback allows participants to learn in a nonthreatening manner.

The case studies were developed by critical care advanced practice nurses and staff educators at Northwestern Memorial Hospital to meet the learning needs of orientees at increasing levels of complexity in order to challenge nurses at all levels of experience. Each case study was developed to illustrate specific teaching points. Table 5Go is an example of a case study that can be used independently by an orientee (blank), and Table 6Go is a case study that can be used by a preceptor with an orientee (with answers). The latter example includes answers so that the preceptor can coach the orientee toward the correct answers. The orientee is continuously evaluated on his or her ability to discuss the appropriate care within the context of these case studies.


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Table 5 Example of case study, participant version (blank)

 

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Table 6 Example of case study, facilitator version (answers)

 
Human Simulator

Many of the case studies are presented in a real-time learning environment. This method allows evaluation of critical thinking by placing the orientees in a more lifelike learning environment through the use of a computerized human simulator (Medical Education Technologies, Inc, Sarasota, Florida). This simulator, nicknamed "Cosmo," is owned by the department of anesthesiology and has been an effective tool in the education of anesthesia residents, who are expected to manage actual patients safely with a very low margin of error. This method allows orientees to learn, and simultaneously the instructor can evaluate the orientees’ response to real-life, real-time patient situations in a risk-free environment. The simulator can be set up to emulate an operating room, an ICU, or a delivery room.

Scenarios were developed by critical care advanced practice nurses and staff educators so that an orientee gains exposure to numerous emergency situations that can occur in the ICU. Simulator scenarios include a dislodged tube in a new versus an older tracheostomy, administration of medication to and synchronized cardioversion of a patient with supraventricular tachycardia, symptomatic bradycardia with external pacing, symptomatic and asymptomatic ventricular tachycardia, resuscitation of a patient from ventricular fibrillation and pulseless electrical activity, and inability to resuscitate a patient from asystole.

Learning with simulator technology is beneficial because the technology can be used to do the following12:

The simulator promotes critical-thinking skills in a real-time environment and assists educators in identifying individual qualities such as motivation and readiness to learn as well as cognitive processes. The result of critical thinking is decision making. This type of critical thinking is called "thinking in action" or "reasoning in action."13

These methods also support Benner’s 3 aspects of skill performance. Our method of using case studies, computerized simulations, and other learning tools help learners move from conceptual principles to true-life experiences. These experiences help change the orientees’ perception that each aspect of a patient’s care is not about individual entities, but about the patient as a whole with significant findings. A learner passes from a "detached observer to involved performer" by practicing with a clinical preceptor and compiling pertinent information for problem solving.1 Our new model offers constant opportunity for assessment and evaluation of an orientee’s ability to apply the knowledge in real and simulated situations.

Implementation of the Model Experienced Versus Inexperienced Critical Care Nurses

Figure 2Go illustrates the 3 separate orientation pathways for critical care nurses with different experience levels: experienced critical care nurses, experienced nurses without critical care experience, and graduate nurses. All nurses undergo a general nursing orientation during their first week. Table 7Go provides information on the content given to all nurses during the first week of orientation.


Figure 2
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Figure 2 Three separate pathways for critical care orientation based on experience of the orientee.

 

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Table 7 Content reviewed during the first week of hospital orientation for all new nurses (Professional Clinical Orientation)

 
Experienced Critical Care Nurses.
At the start of orientation, each experienced critical care nurse is screened by using the Basic Knowledge Assessment Tool (BKAT, Version 7.0).14 The BKAT is a well-designed comprehensive test that covers a wide variety of critical care topics: cardiovascular, pulmonary, neurology, monitoring catheters, endocrine, renal, gastrointestinal/parenteral, and "other." Validity for the BKAT-7 was provided through comparison with previous versions of the BKAT and by a 6-member panel of experts who scored items for relevance and current practice. Reliability as indicated by the Cronbach {alpha} was .90 for Version 7.0.14 The BKAT includes 100 questions, and we have found that it takes the average experienced critical care nurse approximately 90 minutes to complete the test.

Our critical care staff educator group determined that an acceptable score on the BKAT is 85%. If the experienced nurse scores 85% or higher on all sections, the nurse advances to unit-specific orientation and no further validation is required. If the score is less than 85% on any section, the educator determines the appropriate corresponding ECCO and/or PACEP module to meet the orientee’s identified learning needs. Then, together with the orientee’s preceptor, the educator adjusts the orientee’s schedule to allow completion of these modules. By the end of orientation, competence is considered validated when the orientee has a score of at least 85% on the corresponding assigned ECCO and/or PACEP module.

Experienced Non–Critical Care Nurses.
Nurses who have experience in a non–critical care unit begin with both ECCO and PACEP modules to achieve a foundation in the anatomy and physiology, assessment, and monitoring of critically ill patients. This time is balanced by clinical time with the nurses’ preceptors, reading, unit rounds, observations with the multidisciplinary team, and sessions on population-specific topics. Preceptors select clinical experiences on the basis of the content covered that week in ECCO and/or PACEP. Staff educators work with the preceptors to develop a schedule that allows time for these experiences. By the end of orientation, competence for this group is also considered validated when the orientee has a score of at least 85% on all ECCO and PACEP modules.

New Graduate Nurses.
Expansion of several of our ICU areas prompted the units’ managers to consider hiring graduate nurses, something that had rarely been done at this institution. These managers approached the Northwestern Memorial Academy to develop a program to support these hiring efforts. After several discussions with the directors, managers, and staff educators from the ICUs, an 8-week program called the Critical Care Institute (CCI) was designed to facilitate the integration and socialization of graduate nurses into the critical care environment. Goals of this program are to ensure basic nursing skill competencies and to support the preceptors in providing critical care information so that the graduate nurses are able to function safely when placed in a critical care environment.

Critical Care Institute

The structure of the CCI is shown in Figure 3Go; it consists in a series of interrelated modules, each with a focus on a particular body system. The modules, based on the lessons found in ECCO and PACEP, are introduced in the program according to the increasing complexity of that body system as seen in critically ill patients. Each module builds on the knowledge and skills learned in the previous modules; the final module is a culmination of all modules that addresses a patient with multisystem failure. The goal of the CCI is to develop a graduate nurse into a competent advanced beginner.


Figure 3
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Figure 3 Structure of the Critical Care Institute.

 
Integrated within the first 2 weeks of the CCI is the Habits of Excellence program: 5 days of general hospital nursing orientation for all graduate nurses designed specifically to address general issues of patient care. The Habits of Excellence program allows all of the hospital’s graduate nurses to review and safely demonstrate the general skills covered in nursing orientation under the guidance of a clinical instructor, who is either one of the staff educators or an experienced staff nurse.

Clinical instructors demonstrate and review skills in a simulated environment during the morning. In the afternoon, they take a small group of graduate nurses out to various patient care areas, enabling practical application of the content presented in the morning session. Traditional unit boundaries are disregarded in order to provide maximal exposure to complex examples of altered physiology. Managers have reported that graduate nurses who have been through this process demonstrate increased clinical competence, confidence, and problem-solving skills to then start the CCI.

During this time, and continuing for the next 8 weeks, the graduate nurses in the ICU begin to learn critical care nursing with the ECCO and PACEP modules. A sample schedule is shown in Table 8Go. Each week the new nurses attend at least 1 group session focused on application of the critical care information reviewed in the corresponding module. This process is also integrated with appropriate patient assignments when the orientees are in the unit with the preceptors. Detailed schedules are developed by the CCI director and the staff educators so that each graduate nurse’s time is divided between unit-based activities, completion of assigned online modules, clinical group sessions, and corresponding time in the unit with the preceptor.


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Table 8 Critical care orientation schedule for new graduate nurses

 
During the clinical group sessions, critical care concepts (eg, in the respiratory module, managing a patient with an artificial airway) are illustrated by a variety of methods, including case study discussions with expert nurses, simulated demonstrations, and teaching rounds in any critical care unit. Table 9Go lists the content covered in the group sessions. When a new nurse graduate is scheduled to work in a unit, immediate application of knowledge and skills learned in the critical care group sessions is ensured by the nurse’s preceptor, who chooses patient assignments that correlate with the concepts reviewed. Each week is built to incorporate concepts from the previous weeks so that the orientee gradually assimilates to the ICU environment through experiences with the preceptor, colleagues, and patients. As the graduate nurse demonstrates mastery of concepts and practices, additional responsibilities are given, promoting independence and autonomy with which to provide care for increasingly complex patients.


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Table 9 Content of group sessions for graduate nurses in Critical Care Institute (CCI)

 
This program has been so successful that Northwestern Memorial Academy has agreed to provide additional resources to expand the program to include any experienced nurses with non–critical care experience who might benefit from participation in the CCI, as identified by the staff educators and managers.

Unit Orientation

At the end of week 8, each graduate nurse has completed all didactics but continues to work in the unit with a preceptor. This experience eases the graduate nurse into the critical care nursing role while still under the watchful guidance of a preceptor. Upon the successful completion of week 12, the graduate nurse is considered an advanced beginner in critical care nursing and may be allowed to independently provide care for patients in the ICU.

Throughout the orientation process, the progress of each orientee is evaluated by the CCI program director and the unit educators to ensure successful completion of each part of the orientation. These formative evaluations consist of tests, informal question-and-answer sessions, observations, clarifications, demonstrations, and weekly checklists completed by preceptors and orientees. Graduate nurses must also complete each ECCO and PACEP lesson with a score of 85% or better. If remediation is needed, the CCI program director works with all appropriate parties to determine a plan of action for the orientee to complete the program successfully and within a specified time.

Although graduate nurses, experienced nurses who are new to critical care, and experienced critical care nurses are evaluated differently, nurses within these identified groups are evaluated consistently across all 5 ICUs. We have specific evaluation criteria for each group, and those criteria are used consistently across all ICUs. This process allows more objective evaluation of orientees’ ability to function in the work environment. The staff of the CCI now have primary responsibility for ensuring competence, and this practice removes the managers’ and preceptors’ subjectivity on whether or not a nurse is ready for an independent assignment.

Critical Care Preceptors

We recognized that one of the strengths of this new orientation program depended on the amount of support that could be provided to the ICU preceptors. Before the start of the new orientation, each preceptor was given the opportunity to review all the computerized learning modules. Many materials were also developed to assist both preceptors and orientees, including a preceptor guide, a case study book, a module guide, a pocket guide, and a CD of evidence-based critical care literature:


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Table 10 Example of a page from the pocket guide

 
The staff educators and the managers are responsible for coordinating the orientation schedule between each preceptor and graduate nurse. Each preceptor is given a copy of the schedule that details when the preceptor’s graduate nurse is in group sessions, at the computer, or in the unit. Graduate nurses are also given detailed checklists containing the objectives for each group session that they need to complete in the unit with their preceptors. It is the responsibility of each graduate nurse to meet weekly with his or her preceptor to review checklist completion; the checklist is then reviewed by the CCI program manager during the nurse’s group sessions. This system allows communication of progress between the CCI instructors, the graduate nurses, and the preceptors—and communication back to the managers. This arrangement is especially helpful when a graduate nurse is assigned to more than a single preceptor.

Table 11Go is an example of a graduate nurse’s checklist. Preceptors and educators involved in the Habits of Excellence program were allowed to adjust their schedules, enabling them to assume the additional responsibilities required for successful implementation of the orientation.


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Table 11 Example of a page from the weekly checklist for the arrhythmias module

 
Management Perspectives

Although the goal of an effective orientation program is to produce a competent critical care nurse, the ICU nurse managers must also address fiscal and human resource issues: How quickly can graduate nurses be moved from orientation to the regular work force? How many orientees can a unit accommodate at one time? How can this intensive new program be initiated without addressing the learning needs of current staff members who were oriented under a different model?

One ICU nurse manager noted that graduate nurses in the ICU have a "steep learning curve" and usually do not demonstrate critical thinking and astute assessment skills until after they have been out of orientation for 6 months to 1 year. By their 1-year anniversary in the unit, the graduate nurses have usually developed clinical competence but are not confident in their practice. The manager has called the second year of new graduate nurses’ ICU career their "confidence curve," the time during which they develop confidence in themselves. At the same time, their peers and the medical staff develop confidence in the nurses’ assessments, clinical skills, and decisions related to patient care.

The managers in each ICU supported the implementation of the newly designed program by absorbing the financial costs involved, facilitating space for computerized learning in the unit, and allowing more clinical teaching time for the educators outside the unit. Table 12Go shows the costs of the new model of critical care orientation. Although these costs are significant, they must be weighed against the benefits of the program.


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Table 12 Comparison of costs of critical care orientation programs, based on 10 participants per sessiona

 
Nurse managers noted that a primary concern in formulating an orientation program based on competency was identifying a cadre of preceptors who are motivated to teach, as indicated in the preceptors’ annual performance goals. Each preceptor must have excellent communication skills and at least 2 years of acute care experience (without performance issues), with one of those years in critical care clinical experience in the preceptor’s current unit. Preceptor workshops were designed to solidify these skills to enable the preceptors to evaluate and validate orientees’ accomplishments. To

entice more senior expert nurses to become preceptors, one nurse manager created a new day-shift position. Initiating the new critical care orientation program with a group of preceptors specifically chosen because of their superior skills clearly illustrated to staff that the orientation process had changed.

Identification of appropriate graduate nurse candidates who can adapt to the ICU and hospital culture is essential. To be successful in this rigorous program, graduate nurse candidates must be self-motivated and have initiative. Nurse managers must maintain a close working relationship with both the graduate nurses and the preceptors to detect potential problems early in the orientation. Implementation of this program enabled some of the nurse managers to address hospital and unit culture along with socialization issues earlier than previously possible with the original orientation program. For example, one manager noted that in his unit, many nurses did not think that graduate nurses had a place in the ICU, and the result was a self-fulfilling prophesy. As the new critical care orientation program unfolded, the managers reinforced the expectation that the graduate nurses will be supported to succeed. Only then did the culture begin to change.

Initial Results

Our initial survey results targeted the CCI program for graduate nurses. Questionnaires that used a 5-point Likert scale were developed for preceptors, staff educators, and nurse managers. Table 13Go is an initial evaluation of the CCI program to be completed by the preceptor; Table 14Go is an initial evaluation to be completed by the manager.


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Table 13 Sample of form used by preceptors for evaluation of the Critical Care Institute

 

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Table 14 Sample of form used by managers for evaluation of the Critical Care Institute

 
Managers were asked about the structure of the program, the effectiveness of the resources, and behavioral and interpersonal skills. They reported that, compared with nurses who completed the previous orientation program, the new graduate nurses did the following:

After the first 15 months, 116 nurses had completed the new critical care orientation program: 68 graduate nurses, 33 experienced non–critical care nurses, and 15 experienced critical care nurses. The staff educators and preceptors reported that the new critical care orientation program was less labor intensive than the previous program because they did not have to spend time preparing and teaching critical care classes; instead the majority of the classes were replaced by computer-based content and self-paced learning. Because clear and concise written materials were provided, orientees, preceptors, and staff educators had fewer questions about daily schedules and expectations. Graduate nurses appreciated that educational materials were provided in both written and computer-based formats. Preceptors reported that they were able to spend more time concentrating on issues of patient care rather than on explaining critical care concepts such as hemodynamics or interpretation of electrocardiograms. And finally, additional recruitment opportunities arose from word-of-mouth knowledge of this new orientation model.

For a while, we continued to offer the "old" orientation program, until we had fully implemented the new orientation model. This overlap allowed us a unique opportunity to compare groups. The managers’ impressions were that CCI groups did the following:

In addition, we observed that with the aid of the CCI, graduate nurses had excellent clinical and assessment skills immediately after orientation. Compared with our previous orientees, nurses in the CCI group demonstrated critical-thinking skills, greater confidence in their decisions, and improved problem-solving abilities more quickly. Nurse managers now are fully committed to the CCI as the orientation program for graduate nurses.

Lessons Learned With Implementation

Although this new process was very well received, some lessons were still learned during the early period after implementation. These can be summarized as follows:

We found that the graduate nurses were quite eager to participate in the new program and verbalized their motivation to develop and improve their clinical skills. Although they expressed frustration in managing the overwhelming amount of didactic information and resources, they realized the value of the content. The case studies that were reviewed with the graduate nurses during the group time or time with their preceptors helped alleviate some of the nurses’ anxieties when clinical experiences were lacking.

The experienced ICU nurses found the new orientation program a helpful refresher for their current knowledge base. However, the non-ICU experienced nurses felt the disconnection between the self-paced computer learning and the clinical experience because these nurses were not initially included in the group sessions. To provide a more coordinated orientation effort, educators and managers now encourage the preceptors to follow the same schedule of orientation for the non-ICU experienced nurses as that used for new graduate nurses.

A concern surfaced when clinical experiences were not always available. For example, at times the unit contained only a single patient with a disease process or procedure that coincided with the topic of that week. With multiple new critical care nurses competing for this same clinical experience, the limitations included having respect for the patient’s needs and privacy while balancing the optimal clinical learning experience for the new nurses. The review of policies and procedures was not received as well as other strategies were until we reformatted it to coincide with the hands-on experiences.

Preceptors initially reported their persistent need to give additional information to graduate nurses. We found it beneficial to reinforce with the preceptors that the graduate nurses are coming to the units prepared with more critical care information, and the preceptors should now serve as role models for graduate nurses to demonstrate what it means to "be a nurse." The preceptors realize now that they still need to provide information, but the focus has shifted from reviewing critical care concepts to demonstrating the process of patient care.

Detailed communication of the CCI program was the most challenging aspect of this program because of the scope of the program and the number of people involved. When as few as 2 or as many as 6 new graduates began every 4 weeks, the educators found juggling schedules between orientees and preceptors a challenge, especially because of the constraints already in place with the structured schedule. This cascading effect exhausted the available resources.

We have just begun to expand the CCI program to incorporate experienced nurses with non-ICU backgrounds into sessions with the graduate nurses. We anticipate that this change will have an impact on resource allocation, making it vital to be cognizant of the constraints on ICU resources as we accommodate the larger number of participants. At the very least, we expect that a schedule similar to that of the graduate nurses will further enhance the experience for new orientees.

Conclusion

Our new model of critical care orientation allowed us to address some of the challenges facing critical care educators in integrating nurses with a variety of experience levels into the critical care setting. The new program has resulted in a more coordinated, consistent orientation experience for all orientees and for preceptors as well. We foster the knowledge and skill necessary for new nurses to function independently and competently in the ICU, and for the preceptors to have the necessary resources and materials needed to ensure consistent implementation of the orientation program.

The foundation of the CCI is also proving important in areas of the hospital other than the education of graduate nurses; it is serving as a template for major changes to the way orientation is provided in other nursing units. Using this new educational process as a foundation, we have successfully expanded two of our ICUs from 12-bed to 23-bed units. The structure of the new orientation program can be applied to any learning curve and can incorporate nurses at any skill level. The options have become limitless as we continue to develop and perfect the CCI. Now, with the initial implementation phase complete, we plan to expand the program and perfect it as variables in the profession and the workplace continue to evolve.

Acknowledgments

We thank all the people involved in making this program successful: hospital and nursing administration for their support of the proposal and the means to implement it, members of the Northwestern Memorial Academy for their expertise in curriculum development and leadership during implementation of the program, and the staff of the Patient Safety Simulator Center for their assistance in creation and implementation of the simulation scenarios. Finally, we appreciate the support of all the critical care preceptors and staff of the ICUs at Northwestern Memorial Hospital, especially during the initial phases of implementation. It has truly been a team effort in which we can all take pride.

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