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Five steps to develop checklists for evaluating clinical performance: an integrative approach.

Jan Schmutz¹, Walter J Eppich, Florian Hoffmann

¹Mr. Schmutz is research associate, Industrial Psychology and Human Factors, Department of Psychology, University of Fribourg, Fribourg, Switzerland. Dr. Eppich is assistant professor of pediatrics and medical education, Northwestern University Feinberg School of Medicine, Chicago, Illinois. Dr. Hoffmann is senior pediatrician, Dr. von Hauner University Children's Hospital, Munich, Germany. Dr. Heimberg is pediatrician, University Children's Hospital, Tübingen, Germany. Dr. Manser is associate professor for industrial psychology and human factors, Department of Psychology, University of Fribourg, Fribourg, Switzerland.

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Summary

This summary is machine-generated.

Developing high-quality clinical performance checklists is crucial. This study presents a five-step integrative approach, combining literature evidence and expert opinion, to create valid and reliable evaluation tools for healthcare professionals.

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Area of Science:

Healthcare Education
Medical Simulation
Performance Assessment

Background:

Ensuring the quality of clinical performance evaluation tools is paramount.
Checklists are vital for assessing healthcare professionals' skills.
Standardized methods for checklist development are needed.

Purpose of the Study:

To describe and validate an integrative, five-step approach for designing clinical performance evaluation checklists.
To demonstrate the utility of this method using a checklist for infant septic shock simulation.

Main Methods:

A five-step process involving literature review, expert (Delphi technique) consensus, pilot testing, and item weighting by pediatricians.
The method integrated published evidence with domain expertise.
Item importance was rated on a 1-5 scale by 10 pediatricians.

Main Results:

The five-step approach yielded a valid and reliable checklist with 33 items for infant septic shock simulation.
The method proved effective for designing robust evaluation tools.
Most checklist items featured three scoring categories.

Conclusions:

The integrative approach effectively combines evidence and expert knowledge for checklist development.
A rigorous development process is essential for valid performance checklists.
Standardizing checklist development will advance healthcare performance assessment.