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Clinical Evidence Review A regular feature of the American Journal of Critical Care, Clinical Evidence Review unveils available scientific evidence to answer questions faced in contemporary clinical practice. It is intended to support, refute, or shed light on health care practices where little evidence exists. To send an eletter or to contribute to an online discussion about this article, visit www.ajcconline.org and click Respond to This Article on either the full-text or PDF view of the article. We welcome letters regarding this feature and encourage the submission of questions for future review. PRECEPTOR-BASED ORIENTATION PROGRAMS: EFFECTIVE FOR NURSES AND ORGANIZATIONS? By Kristin E. Sandau, RN, PhD, and Margo A. Halm, RN, PhD, CNS-BC Nursing for acute or critical care nurses typically occurs in 3 stages: general hospital (1 day), general nursing (3-5 days), and a 6- to 12-week (or longer) precepted clinical experience whereby new nurses are paired experienced nurses to learn directly on the unit of hire. 1 Preceptors assist orientees to acquire basic nursing/unit-specific skills and become familiar patients, protocols, care providers, and the unit s culture. By the end of, orientees are expected to demonstrate competence in basic unit-specific skills. Casey et al 2 surveyed a cross-section of new graduate nurses () from different hospital areas and found high stress and difficulty transitioning from student to professional roles. Root causes included lack of confidence in skill performance, deficits in critical thinking/clinical knowledge, relationships peers and preceptors, struggles dependence on others, frustrations related to the work environment (eg, nurse-to-patient ratios), organization/priority setting, and communication physicians. As Casey et al 2 acknowledged, preceptors are integral to role modeling of professional behaviors and facilitating nurses adjustments to their role. Thus, preceptors have immense responsibilities. This review was conducted to discover what impact preceptored programs have on clinical knowledge and skills of nurse orientees as well as and financial outcomes. Methods CINAHL was the primary search engine. Key words included nurse orientees, preceptors, critical 2010 American Association of Critical-Care Nurses doi: 10.4037/ajcc2010436 thinking, competency, socialization, retention, and job. Only reports of educational programs in acute/critical care settings a preceptor component from the past decade were reviewed. Reported outcomes focus exclusively on orientees. Thus, evaluations of preceptor education were not included. 3-6 Various types of evidence were considered, but small investigations (N < 10) and qualitative analyses were excluded. Results Twelve research or program evaluation reports from the United States were retrieved (Table 1). Samples included and experienced nurses, and ranged in size from 18 to 197. Interventions included both classroom and preceptor-based learning. types included structured (7 weeks-1 year), internship (8 weeks-1 year), and residency programs (1 year). Length of clinical preceptorships varied by specialty, experience, and learning needs. Some interventions incorporated structured cohort/roundtable sessions; regular meetings About the Authors Kristin Sandau is an associate professor of nursing at Bethel University in St Paul, Minnesota. She was a coauthor and cofacilitator of the Allina Hospitals/Minne - sota Nurses Association preceptor education curriculum. Margo A. Halm is a clinical nurse specialist and director of nursing quality and research at the Salem Hospital in Salem, Oregon, where she leads and mentors staff in the principles of clinical research and evidence-based practice. Corresponding author: Margo A. Halm, RN, PhD, CNS-BC, Salem Hospital, Salem, OR 97301 (e-mail: margo.halm@ salemhospital.org). 184 AJCC AMERICAN JOURNAL OF CRITICAL CARE, March 2010, Volume 19, No. 2 www.ajcconline.org

Table 1 Results matrix of educational interventions preceptors Outcomes a,b Reference Design; intervention (length) N/ population Competency/ autonomy Job / Retention/ vacancy Turnover/cost avoidance Morris et al 7 ; (: 7 weeks; ICU RNs, experienced or not: variable) 197/ and RNs variable experience Autonomy: readiness to manage patient care at completion (perceptions of manager, preceptor, educator): 80%-90% experienced ICU nurses 53%-75% inexperienced ICU nurses 54%-70% Simulation experience and pocket guides rated high Satisfaction: orientees, 83%; preceptors, 73%; managers, 77% 94% retention at 18 (2 cohorts), 59%-83% at 3 years (5 cohorts) Vacancy 14.3% (baseline) vs 4.8% (3 years) 8.8% (baseline) vs 6.3% (1 year) cost additional $24 810 but offset by improved recruitment/ retention Pine and Tart 8 residency (1 year) 48/BSNprepared Desired more spontaneous, team-based learning activities 50% (baseline) vs 13% (1 year) $823 680 savings from retention even program cost Halfer 9 (1 year 4- to 9-month specialtybased preceptorship) 1 pediatric hospital/ 7.2% reduction in vacancy (first 3 years) 29.5% (baseline) vs 12.3% average each class Annual cost avoidance: $707 608 Newhouse et al 10 (posttest); internship (1 year) 7 clinical depts vs control/ Lower antecedent sense of belonging for interns at 6 (vs baseline and 12 ) Organizational, NS Retention of internship RNs higher at 12 (also at 18 and 24 but NS) Baseline RNs more likely to consider leaving than at 6 Altier and Krsek 11 Prospective (pretest/posttest); residency (1 year variable length preceptorship) 111 (6 health centers)/ High praise and professional opportunities at 1 year 87% at 1 year Shermont and Krepcio 12 Experimental (pretest/posttest); (variable) 100 new hires (3 surgical inpatient units) High communication loop, coaching and collaboration to promote critical thinking, partnerships/sense of belonging Turnover decreased from 54% (baseline) to 0-4% (over 3 years) Continued www.ajcconline.org AJCC AMERICAN JOURNAL OF CRITICAL CARE, March 2010, Volume 19, No. 2 185

Table 1 Continued Reference Design; intervention (length) N/ population Competency/ autonomy Job / Outcomes a,b Retention/ vacancy Turnover/cost avoidance Krugman et al 13 Descriptive comparative; residency (1 year) 6 sites/bsnprepared Competency: prioritizing outcomes improved at 6 and 12 Autonomy: fairly high at outset, dipped at 6 continued at 1 year (except 1 site) Moderate interactions at baseline, increasing at 6 and 12 (except 1 site) Perceived stress high at baseline, decreasing at 6, 12, and 24 generally positive 8% Marcum and West 14 (13 weeks) 20 (medical unit)/ perceived strongly effective at 6 89% at 18 (vs 29%-40% baseline) $330 481 return on investment Blanzola et al 15 (posttest); internship (16 weeks) vs 6-week 18/ Competency: Self/peer evaluation significantly improved for interns (vs controls) Almada et al 16 evaluation (posttest); (11 weeks) 40/ (150-bed hospital) High choice of employment High overall Retention increased from 66% to 89% (NGN improved from 25% to 93%) Vacancy decreased by 9.5% Beecroft et al 17 (pretest/posttest); internship (6 ) 78/ (interns vs control group) Competency: continuous increase in confidence for both groups; intern selfevaluation trended toward improvement at 2 and end of program but NS Autonomy: NS Competency: No difference in NGN/ preceptor/director perceptions, except directors scored NGN signif - icantly lower for asks questions to increase practice knowledge Comparable scores for both groups at 6 and 12 Intern group maintained more realistic view of professional nurse role Control group had highest possibility of quitting at 6 but not 12 Turnover 36% (control) vs 14% (intern) $543 011 net program benefit Owens et al 18 internship (8 weeks) 75/ (5 hospitals) Years 1 and 2: 73%-74% retention additional 14%- 15% staying in system Vacancy decrease from 7.3% to 6% Abbreviations: ICU, intensive care unit; NGN, new graduate nurse; NS, not significant. a Competency/autonomy were assessed an investigator-developed tool, the Skills Competency Self-Confidence Survey, the Slater Nursing Competencies Scale, the Organizing/Prioritizing Outcome, the Gerber Control Over Practice Scale, and the Scutzenhofer Professional Nursing Autonomy Scale; job / were assessed the Modified Hagerty-Patusky Instrument, the McCloskey-Mueller Satisfaction Survey, the American Society Training Development Evaluation, and the Organizational Commitment Questionnaire; program was assessed the Orientation Satisfaction Scale, the Self-Reported Stresses, and Corwins Nursing Role Conception Scale; and turnover/cost avoidance were assessed the Anticipated Turnover Scale. b Critical thinking was assessed in only 1 study. 14 Assessment was done by using the Performance Based Development System and the Professional Judgment Rating Form. The authors reported improvement in critical thinking at 8 weeks and that 83% showed very strong critical thinking skills at 1 year.

Table 2 Evidence grading Class Criteria Definition between orientees, preceptors, and managers; and professional role development sessions. Orientee outcomes that were evaluated included knowledge/ skills (critical thinking, competency, autonomy), (sense of belonging, job satisfation, organi - zational, program ), and financial (retention/turnover, cost avoidance). Various measurement approaches were used. Knowledge/Skill Outcomes Critical thinking increased in the 1 program that evaluated this outcome. 14 In 2 reports, 15,17 self/peer ratings of competency trended toward improvement or improved significantly by program completion, a continuous increase in confidence. Prioritization of outcomes was also enhanced by 6 and 12. 13 Findings were mixed regard to autonomy. Perceived fairly high at the beginning of 1 program, nurses autonomy dipped at 6 but had recovered by year end. 13 In another report, 7 readiness to manage patient care at program completion was rated higher for experienced nurses than for. Autonomy was unaffected in another program. 17 Organizational Outcomes In 1 evaluation, internship nurses at 6 had a lower sense of belonging than at baseline or 12. 10 Overall, was high for choice of employment, 16 as well as for praise, professional opportunities, and interactions at 12. 11 Orientees also reported high their educational programs even high stress levels. Internship nurses maintained more realistic views of the professional nursing role. 17 Nurses were satisfied communication, coaching, and collaboration, as well as spontaneous and simulation learning. Among all resources, preceptors were perceived to be most supportive during. Financial Outcomes On the whole, evaluations were favorable for retention, vacancy, and turnover. Despite program overhead, good returns on investment were demonstrated, cost avoidance associated reduced turnover and employee replacement expenses. 7-9,14,17 Recommendations Overall, studies reviewed represent class IIa evidence in support of preceptor-based to increase program and retention and to reduce turnover and cost (Table 2). Although Class I Definitely recommended Class IIa Acceptable and useful Class IIb Acceptable and useful Indeterminate Promising, evidence lacking, premature Class III May be harmful; no benefit documented Supported by excellent evidence, at least 1 prospective randomized controlled trial Supported by good to very good evidence; weight of evidence and expert opinion strongly in favor Supported by fair to good evidence; weight of evidence and expert opinion not strongly in favor Preliminary research stage; evidence shows no harm but no benefit; evidence insufficient to support final class decision Not acceptable or useful; may be harmful institutions may initially look to education as a source for budget cuts, leaders should consider thorough, structured programs adequately prepared preceptors. Education to prepare preceptors for this critical role ranges from 1- to 3-day workshops. Further study is needed regarding appropriate ongoing education and support for preceptors. Preceptor-based programs may ultimately lead to a return on investment at 1 year, as studies reported cost savings of $24 810 to $823 680 despite program costs. Although class IIa evidence also supported the effect of preceptors on orientees competency, this outcome has been less consistently and robustly measured. Other researchers could consider adding standardized competency rating scales. It is worth noting that no studies evaluated outcomes related to cultural competency, an expected competency from the Joint Commission. Critical thinking was measured in only 1 study. 14 Other authors have documented interventions to improve critical thinking that rely on methods that are not based on preceptors. Studies reviewed showed that stress continued for new nurses, even solid programs. Additionally, increased autonomy did not occur until the first full year after. Thus, plans must be in place for continued support of after initial. perceive that it takes at least 12 to Interventions always acceptable, safe, and effective; considered definitive standard of care Interventions acceptable, safe, and useful; considered intervention of choice by most experts Interventions also acceptable, safe, and useful; considered optional or alternative by most experts Treatment of promise but limited evidence Interventions no evidence of any benefit; often some evidence of harm Adapted from Part 1: Introduction to the International Guidelines 2000 for CPR and ECC, 19 permission. www.ajcconline.org AJCC AMERICAN JOURNAL OF CRITICAL CARE, March 2010, Volume 19, No. 2 187

feel comfortable and confident in their practice 2,13 and to feel that they belong. This time frame extends far beyond the typical several week provided by hospitals. Thus, resources such as facilitators and mentors should be used to provide ongoing support for throughout their first year. Deliberate and evidence-based interventions that use preceptors are pivotal in of nurses in the complex and dynamic world of acute health care. Consequently, preceptors are key to the of both and experienced nurses, and the contribution of preceptors to successful outcomes of orientees and organizations should not be underestimated. FINANCIAL DISCLOSURES None reported. REFERENCES 1. Best of OI: Effective Practices in Nurse Orientation and Retention. Original Inquiry Brief. Washington DC: Advisory Board Company; 2004. 2. Casey K, Fink R, Krugman N, et al. The graduate nurse experience. J Nurs Adm. 2004;34:303-311. 3. Baggot D, Hensinger B, Parry J, et al. The new hire/preceptor experience. J Nurs Adm. 2005;35(3):138-145. 4. Golden T. An outcomes-based approach to improve registered nurse retention. J Nurses Staff Dev. 2008;24(3):E6-E11. 5. Roche J, Lamoureux E, Teehan T. A partnership between nursing education and practice. J Nurs Adm. 2004;34(1):26-32. 6. Sorensen HA, Yankech LR. Precepting in the fast lane: improving critical thinking in new graduate nurses. J Contin Educ Nurs. 2008;39(5):208-216. 7. Morris L, Pfeifer P, Catalano R, et al. Outcome evaluation of a new model of critical care. Am J Crit Care. 2009; 18(3):252-259. 8. Pine R, Tart K. Return on investment: benefits and challenges of a baccalaureate nurse residency program. Nurs Econ. 2007;25(1):13-18,39. 9. Halfer D. A magnetic strategy for new graduate nurses. Nurs Econ. 2007;25(1):6-11. 10. Newhouse R, Hoffman H, Suflita J, et al. Evaluating an innovative program to improve new nurse graduate socialization into the acute healthcare setting. Nurs Adm Q. 2007; 31(1):50-60. 11. Altier M, Krsek C. Effects of a 1-year residency program on job and retention of new graduate nurses. J Nurses Staff Dev. 2006;22(2):70-77. 12. Shermont H, Krepcio D. The impact of culture change on nurse retention. J Nurs Adm. 2006;36(9):407-415. 13. Krugman M, Bretschneider J, Horn PB, Krsek CA, Moutafis RA, Smith MO. The national post-baccalaureate graduate nurse residency program. J Nurses Staff Dev. 2006;22(4): 196-205. 14. Marcum E, West R. Structured for new graduates: a retention strategy. J Nurses Staff Dev. 2004;20(3):118-124. 15. Blanzola C, Linderman R, King M. Nurse internship pathway to clinical comfort, confidence, and competency. J Nurses Staff Dev. 2004;20(1):27-37. 16. Almada P, Carafoli K, Flattery J, et al. Improving the retention rate of newly graduated nurses. J Nurses Staff Dev. 2004; 20(6):268-273. 17. Beecroft P, Kunzman L, Krozek C. RN internship: outcomes of a one-year pilot program. J Nurs Adm. 2001;31(12):575-582. 18. Owens D, Turjanica M, Scanion M, et al. New graduate RN internship program: a collaborative approach for systemwide integration. J Nurses Staff Dev. 2001;17(3):144-150. 19. Classes of recommendations 2000. Part 1: Introduction to the international guidelines 2000 for CPR and ECC. Circulation. 2000;102:I-1. To purchase electronic or print 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@aacn.org. 188 AJCC AMERICAN JOURNAL OF CRITICAL CARE, March 2010, Volume 19, No. 2 www.ajcconline.org