McMaster Department of Family Medicine

Supporting Learners
in Academic Difficulty

A practical resource hub for family medicine faculty, supervisors, program directors, and tutors navigating remediation, enhanced education, and learner support.

What are you dealing with?

Select the area of concern to go directly to the right strategies and resources.

🧠
Clinical Reasoning / Knowledge Gaps
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Communication with Patients or Team
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Professionalism Concerns
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Organization / Time Management
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Feedback Resistance / Lack of Insight
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Self-Directed Learning
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I Need to Write a Plan
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Something Feels Off β€” Not Sure Where to Start
Overview
Teaching Strategies
Questions to Ask

βš‘ Red Flags

  • Premature closure β€” anchors on first diagnosis without generating alternatives
  • Inability to prioritize a problem list or generate a differential
  • Missing common diagnoses for the clinical context
  • Right answer, wrong process β€” cannot explain their reasoning
  • Fails to recognize acuity or urgency cues
  • Over-relies on investigations rather than clinical reasoning
  • Pattern recognition fails in atypical presentations

βœ“ What the Expert Looks Like

  • Generates broad differential early, narrows with data
  • Thinks out loud β€” can articulate their reasoning
  • Recognizes illness scripts and deviations from them
  • Integrates patient context into diagnostic reasoning
  • Comfortable with uncertainty β€” manages without over-investigating
  • Updates hypothesis fluidly as new data arrives

Common Underlying Causes

Knowledge gap Illness scripts underdeveloped Pattern recognition not yet formed Test anxiety affecting performance Cognitive overload in clinical setting Limited breadth of exposure

Critical distinction: a knowledge deficit (doesn't know the facts) vs. a reasoning deficit (knows the facts but can't apply them). Your teaching approach differs substantially depending on which it is.

πŸ’‘ Click any strategy card to see a full walkthrough with implementation steps and an example.
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Think-Aloud Protocol

Ask the learner to verbalize every step of their reasoning in real time.

β–Ά See full walkthrough
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Illness Script Development

Build structured illness scripts together: enabling conditions, pathophysiology, symptoms.

β–Ά See full walkthrough
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SNAPPS Framework

A learner-centred case presentation model that makes reasoning explicit.

β–Ά See full walkthrough
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Retrospective Case Review

Debrief past cases to rebuild reasoning pathways and identify cognitive errors.

β–Ά See full walkthrough
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Direct Observation + Immediate Feedback

Observe directly and debrief within 30 minutes β€” don't wait for end of rotation.

β–Ά See full walkthrough
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Spaced Repetition

Address knowledge gaps with structured repetition over time.

β–Ά See full walkthrough

Questions to Uncover the Problem

  • "Walk me through what you were thinking when you first heard the presenting complaint."
  • "What was your first hypothesis, and what made you think that?"
  • "What else were you considering? What would have changed your thinking?"
  • "If this wasn't [diagnosis], what would it have to be β€” and why?"
  • "What finding right now would change your management?"
  • "What did you find surprising about this case?"

Questions to Ask Yourself as the Supervisor

  • "Is this a knowledge problem, a reasoning problem, or a performance-under-pressure problem?"
  • "Have I actually observed their reasoning, or am I inferring from outcomes?"
  • "Am I giving feedback on process or just on the answer?"
Overview
Teaching Strategies
Questions to Ask

βš‘ Red Flags

  • Patient or family complaints about communication quality
  • Uses jargon without checking understanding
  • Struggles with delivering bad news or difficult diagnoses
  • Doesn't elicit patient's ICE (Ideas, Concerns, Expectations)
  • Talks over patients rather than listening
  • Team members report feeling dismissed or talked down to

βœ“ What the Expert Looks Like

  • Elicits patient's full agenda early in the encounter
  • Adapts language to patient's health literacy level
  • Skilled at navigating uncertainty and breaking bad news
  • Uses teach-back to confirm understanding
  • Communicates collaboratively and clearly with the team
πŸ’‘ Click any strategy card to see a full walkthrough.
❄️

ICE Framework Teaching

Teach consistent exploration of Ideas, Concerns, and Expectations with every patient.

β–Ά See full walkthrough
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Role Play with Debrief

Simulate difficult conversations safely, then unpack what worked and what didn't.

β–Ά See full walkthrough
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Video Review of Encounters

Record (with consent) and review together β€” transformative for self-awareness.

β–Ά See full walkthrough

Questions for the Learner

  • "What did you understand the patient's main concern to be?"
  • "How do you know the patient understood you?"
  • "How did you decide what language to use with this patient?"
  • "What would you do differently in that conversation?"
Overview
Teaching Strategies
Questions to Ask

βš‘ Red Flags

  • Team members avoiding working with the learner
  • Doesn't seek input from or defer appropriately to other disciplines
  • Takes over tasks that belong to other team members
  • Conflict or persistent tension in interprofessional settings
  • Fails to communicate handover information effectively

βœ“ What the Expert Looks Like

  • Proactively communicates with all team members
  • Understands and respects each discipline's scope
  • Navigates disagreement constructively and respectfully
  • Contributes meaningfully without dominating
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Interprofessional Role Play

Simulate team interactions and debrief the learner's approach to collaboration.

β–Ά See full walkthrough
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Direct Observation in Team Settings

Observe the learner in rounds or team meetings specifically to assess collaborative behaviour.

β–Ά See full walkthrough

Questions for the Learner

  • "Tell me about a time a team member had a different approach than yours. How did you handle it?"
  • "Who else was involved in this patient's care? How did you coordinate with them?"
  • "What do you think your role is in this team β€” and how does it differ from the others'?"
Overview
Teaching Strategies
Questions to Ask

βš‘ Red Flags

  • Consistently running significantly behind in clinic
  • Incomplete or persistently delayed documentation
  • Unable to prioritize when competing demands arise
  • Fails to delegate appropriately to team members
  • Reactive rather than proactive β€” perpetually "putting out fires"

βœ“ What the Expert Looks Like

  • Manages clinic flow with minimal supervision
  • Completes documentation efficiently and accurately
  • Anticipates and plans for common complexities
  • Delegates tasks appropriately to the care team
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Time Audit Exercise

Track how the learner spends time in clinic to identify inefficiencies and bottlenecks.

β–Ά See full walkthrough
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Parallel Planning

Teach managing multiple patients simultaneously rather than sequentially.

β–Ά See full walkthrough

Questions for the Learner

  • "Walk me through how you set up your day at the start of clinic."
  • "When you're running behind, what's your strategy?"
  • "What tasks could other members of the team take on that you're currently doing yourself?"
Overview
Teaching Strategies

βš‘ Red Flags

  • Clinical plans don't account for patient's social context
  • Doesn't routinely ask about housing, food security, income, social support
  • Unaware of or doesn't use community resources
  • Attributes non-adherence to patient behaviour without exploring barriers

βœ“ What the Expert Looks Like

  • Routinely screens for social determinants of health
  • Connects patients to appropriate community supports
  • Tailors plans to patient's actual circumstances
  • Advocates at the system level when individual interventions are insufficient
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SDOH Mapping Exercise

Review a cohort of cases and systematically map barriers to care β€” builds population-level awareness.

β–Ά See full walkthrough
Overview
Teaching Strategies
Questions to Ask

βš‘ Red Flags

  • Doesn't follow up on knowledge gaps identified in sessions
  • Passive β€” waits to be taught rather than seeking out learning
  • Reflection is superficial: describes events without analyzing them
  • Doesn't apply evidence to practice or integrate feedback into behaviour over time

βœ“ What the Expert Looks Like

  • Identifies their own learning needs and pursues them independently
  • Applies current evidence to clinical decisions
  • Reflects critically and at depth on their practice
  • Integrates feedback over time β€” demonstrates change
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Guided Reflective Writing

Structured prompts that move beyond description to analysis and action planning.

β–Ά See full walkthrough
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Learning Contract

Co-create a structured learning plan with specific goals, timelines, and accountability check-ins.

β–Ά See full walkthrough

Questions for the Learner

  • "What did you go and look up after our last session?"
  • "What have you done differently as a result of feedback you've received?"
  • "If you had to teach this topic to a peer, how would you explain it?"
Overview
Teaching Strategies
Questions to Ask
⚠️ Professionalism concerns should be documented carefully and early. A single lapse may warrant a conversation; a pattern warrants a formal plan.

βš‘ Red Flags

  • Repeated lateness, missed obligations, or unreliability
  • Boundary violations with patients, staff, or colleagues
  • Poor insight into the impact of their own behaviour
  • Defensive or dismissive response to any feedback
  • Lack of candour with supervisors
  • Difficulty regulating emotions in high-stress situations
  • Documentation, privacy, or social media lapses

βœ“ What the Expert Looks Like

  • Consistently reliable and follows through on commitments
  • Acknowledges errors and seeks to learn from them
  • Maintains appropriate professional boundaries in all relationships
  • Actively seeks feedback and demonstrates change over time
  • Manages stress without impacting care or team functioning
πŸ’‘ Click any strategy card to see a full walkthrough.
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Knowledge–Capacity–Volition Model

Determine whether the issue is what they know, what they can do, or what they are willing to do.

β–Ά See full walkthrough
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Guided Reflective Writing

Structured prompts to build insight and self-awareness around the professional concern.

β–Ά See full walkthrough
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Direct Observation

Don't rely on secondhand reports β€” observe interactions directly with structured debriefing.

β–Ά See full walkthrough

Questions for the Learner

  • "Help me understand what happened from your perspective."
  • "What do you think the impact of that was on the patient / team / situation?"
  • "If you were watching a colleague do this, what would you think?"
  • "What would you do differently β€” and what do you need from me to make that change sustainable?"
The earlier you act, the better the outcome. A conversation is not a plan β€” but a plan starts with a conversation. Document what you observe, not what you infer.

The Three Cs Framework

When something feels off, ask: Is this a Competence issue (can't do it), a Capacity issue (could do it but something's in the way), or a Character/Volition issue (won't do it)? Your intervention changes significantly depending on the answer.

Universal Red Flags β€” Across All Domains

  • The "disappearing resident" β€” hard to find, avoids supervision, low visibility
  • The "double standard" β€” performs well with one supervisor but not others (or vice versa)
  • The "good news only" reporter β€” selectively shares information with supervisors
  • Emotional dysregulation that impacts care or team functioning
  • Physical signs of burnout, distress, or impairment
  • Repeated near-miss events or patient safety concerns
  • Resistance to supervision or feedback β€” any feedback, not just negative
  • A gut feeling from multiple preceptors that "something is off"

Trust the Instinct

If you find yourself rehearsing what you'll say to a patient if the resident makes an error, or if you're checking their work more than you check others' β€” trust that signal. That's clinical intuition about risk, and it deserves to be acted on.

Before You Conclude There's a Problem

  • Have you observed them directly, or are you relying entirely on secondhand reports?
  • Is the concern consistent across supervisors and settings, or context-specific?
  • Have you ruled out systemic contributors β€” toxic team dynamics, unsafe learning environment?
  • Has the learner been made explicitly aware of the concern and given a chance to respond?

The Assessment Conversation

  • "I want to check in with you about how things are going. What's feeling hard right now?"
  • "Is there anything going on outside of training that's affecting your capacity?"
  • "When you think about the feedback you've received, what resonates? What doesn't?"
  • "What do you think you need most right now?"
⚠️ Plans must be specific, measurable, time-bound, and connected to observable behaviours. "Improve clinical reasoning" is not a goal. "Demonstrate a structured differential of β‰₯3 hypotheses for each undifferentiated presentation, verified in 5 consecutive observed encounters" is.

The Five Elements of Any Good Plan

  • Specific Concern: What exactly was observed? Behaviours, not labels.
  • Goal: What does success look like? Observable and measurable.
  • Strategies: What will the learner AND supervisor do? Both have responsibilities.
  • Timeline & Check-ins: When will you review progress? How often?
  • Consequences: What happens if goals are met β€” or are not? State this clearly and compassionately.

Know Your Levels

Verbal Check-In
A documented conversation. Not a formal plan, but should be charted same day.
Enhanced Education Plan (EEP)
Formal written plan. Learner and PD sign. Additional resources and structured support provided.
Remediation Plan
Formal. Often involves extended time, additional rotations, or modified independence level.
Probation
Highest level. Clear timeline with explicit consequences. Involve your PGME office early.

Principles of Defensible Documentation

  • Behaviours, not labels: "Did not document the encounter" not "lazy"
  • Specific and dated: "On [date], during [encounter], I observed..."
  • Pattern vs. isolated incident: Note whether this is a pattern or a single event
  • What was done: Document that feedback was given and what was said
  • Timely: Same day or within 24 hours while memory is fresh
  • Shared with the learner: They should not be surprised by what's in their file
⚠️ Failing to document concerns does not protect the learner β€” it protects the next program that inherits an incompletely trained physician. Document fairly and early.
Frameworks
Language & Phrases
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Pendleton's Rules

Learner self-assesses first, then supervisor adds. Builds insight and reduces defensiveness.

β–Ά See full walkthrough
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SBI β€” Situation, Behaviour, Impact

Anchors feedback in specific observed behaviours and their effect. Removes interpretation.

β–Ά See full walkthrough
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Ask–Tell–Ask

Ask what the learner noticed, add your perspective, then ask what they'll do differently.

β–Ά See full walkthrough

Useful Opening Phrases

  • "I want to share something I observed because I think it will help you."
  • "In the encounter with [patient], I noticed that [specific behaviour]. The impact was [specific effect]."
  • "What I'm hoping to see going forward is [specific, observable behaviour change]."
  • "What support do you need from me to make that happen?"
  • "I'm raising this because I believe you can get there β€” and because this matters."

Before You Walk In

  • Know your goal: is this informational, developmental, or consequential?
  • Have your documentation ready β€” specific dates, events, and observations
  • Choose a private, neutral setting with adequate time (no pagers, no interruptions)
  • Consider whether to have a third person present (PD, program admin)

Structure of the Conversation

  • Open: "I want to talk about something important. Is now okay, or do you need a moment?"
  • State: Share what you observed β€” specifically and behaviourally, not as a label
  • Invite: "Help me understand your perspective."
  • Clarify: What needs to change and by when
  • Close: Document the conversation β€” same day, in your own words

Why Learners Resist Feedback

  • Protective: Feedback feels threatening to identity or self-worth
  • Discordant: Feedback doesn't match their internal experience of the event
  • Trust deficit: They don't believe the supervisor has observed them fairly
  • Inconsistent messages: They've received conflicting feedback from multiple supervisors
  • Wellness: Capacity to receive and process is reduced by stress, fatigue, or distress

What You Can Do

  • Name the pattern, not just the incident: "I've noticed that when we discuss [X], the conversation tends to [Y]."
  • Separate the observation from the interpretation β€” stay grounded in what you saw
  • Invite their perspective genuinely before adding yours
  • Ask: "What would it take for this feedback to feel fair to you?"
  • Document the resistance itself β€” it becomes part of the clinical picture
Research consistently shows that learners from equity-deserving groups receive lower ratings, less specific feedback, and less benefit of the doubt. This is a systemic issue β€” not an individual failing.

Common Biases in Assessment

  • Affinity bias: Rating learners higher when they remind us of ourselves
  • Halo/horn effect: One strong or weak impression colours all subsequent ratings
  • Attribution bias: Attributing struggles to character in some learners, to circumstance in others
  • Communication style bias: Penalizing assertiveness or directness differently based on gender or culture
  • Accent or fluency bias: Conflating language fluency with clinical competence

Questions to Ask Yourself

  • "Would I describe this behaviour the same way if it came from a different learner?"
  • "Am I responding to what I observed, or to my expectations of this learner?"
  • "Have I given this learner the same opportunities to demonstrate competence as others?"
  • "Is there a pattern of concerns from multiple supervisors β€” or is this isolated to certain contexts?"

Core Principles

  • Safety: Physical and psychological safety in the learning environment
  • Trustworthiness: Consistent, transparent, and boundaried relationships
  • Choice: Offering options where possible β€” not control
  • Collaboration: Working with the learner, not on them
  • Empowerment: Identifying and building on strengths throughout the process
πŸ’‘ A trauma-informed approach does not mean avoiding accountability β€” it means building the safety and trust that make genuine growth possible.

Cultural Humility vs. Cultural Competence

Cultural competence implies mastery β€” a checklist of facts about groups. Cultural humility is an ongoing orientation: remaining curious, acknowledging power dynamics, and recognizing that you will never fully understand another person's cultural experience. In supervision, this means asking rather than assuming.

In Practice

  • Examine your own cultural assumptions before drawing conclusions about a learner's behaviour
  • Ask open questions about the learner's experience rather than filling in the gaps yourself
  • Seek diverse supervisory perspectives before formalizing any concern
  • Acknowledge the power differential explicitly β€” and work to minimize it
πŸ“„ PDF

The Remediation Toolbox

Comprehensive 60-page guide covering all CanMEDS domains, teaching strategies, and plan templates.

πŸ“‹ Template

Enhanced Education Plan Template

Blank EEP template with guidance notes for each section.

πŸ“‹ Template

Remediation Plan Template

Formal remediation plan with goal-setting framework and review checkpoints.

πŸ“Š Slides

Professionalism Coaching for Supervisors

Workshop slides on the KCV model, documentation, and navigating professionalism concerns.

πŸ“Š Slides

Bias in Assessment β€” Faculty Development

Presentation on recognizing and mitigating bias in trainee evaluation.

πŸ“Š Slides

Writing Defensible Plans

Step-by-step workshop on EEPs and remediation plans with worked examples.

πŸ”— External

CFPC β€” Policies & Standards

College of Family Physicians of Canada policies relevant to training and assessment.

πŸ”— External

McMaster PGME Resources

McMaster Postgraduate Medical Education policies and resident support resources.

πŸ”— External

CanMEDS Framework β€” Royal College

Full CanMEDS 2015 physician competency framework documentation.