Evidence map›Paper›PMID 41749006›Full record

ArticleJournal of general internal medicine2026

The Optimizing Whiteboard Lectures (OWL) Checklist: Validation of a Novel "Chalk Talk" Assessment Tool.

Ryan E Nelson, Jason A Freed, Tianyu Sissi Chen, Monica Thim, Sarah Olofsson, Stephen R Pelletier, Daniel N Ricotta

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Article in Journal of general internal medicine, 2026. The graph could read no effect estimate from its abstract, so it casts no vote on the map. Not yet cited in PubMed.

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5 · Who and what money

Authors and funding

7 authors.

Ryan E NelsonHarvard Medical School, Boston, MA, USA. rnelson2@bidmc.harvard.edu.ORCID http://orcid.org/0000-0003-1200-1185
Jason A FreedHarvard Medical School, Boston, MA, USA.
Tianyu Sissi ChenDivision of General Medicine and Health Services Research, Department of Medicine, David Geffen School of Medicine at UCLA, Los Angeles, CA, USA.
Monica ThimDepartment of Medicine, Maine Medical Center, Portland, ME, USA.
Sarah OlofssonVA Boston Healthcare System, Boston, MA, USA.
Stephen R PelletierHarvard Medical School, Boston, MA, USA.
Daniel N RicottaHarvard Medical School, Boston, MA, USA.

Funding

No grant is acknowledged in the PubMed record.

6 · The paper itself

Abstract

backgroundInternal medicine (IM) trainees routinely use whiteboard mini-lectures (WMLs) to teach in clinical settings. Despite their widespread use, there is no standardized, evidence-based assessment tool to evaluate WML quality and structure formative feedback.

objectiveTo develop and collect validity evidence for the Optimizing Whiteboard Lectures (OWL) Checklist, a novel WML assessment tool, using Kane's four-stage model

designProspective, multi-center observational study.

participantsFifty-one IM residents, fellows, and CMRs delivered 56 WMLs. Twenty-four raters (attendings, fellows, and chief medical residents (CMRs)) performed a total of 91 (43 individual and 48 paired or multi-rater) WML observations. MAIN MEASURES: The OWL Checklist comprises 20 dichotomous behavioral items and a global measure of teaching performance for a maximum score of 24. We collated validity evidence across Kane's four inferences: (1) scoring, through instrument development, rater training, and rater perception surveys; (2) generalization, via inter-rater reliability; (3) extrapolation, by stratifying scores across post-graduate year (PGY) level and by rater perception surveys; and (4) implications, via teacher perception surveys. KEY

resultsWe found strong reliability among raters (κ = 0.86) and a significant upward trend in OWL Checklist scores from PGY-1 to CMRs (p = 0.004). Nineteen raters (79%) completed rater perception surveys and endorsed the OWL Checklist as objective (ɑ = 0.68) and reflective of whiteboard teaching best practices (ɑ = 0.79). Forty-four trainees (86%) completed teacher perception surveys and indicated that the OWL Checklist facilitated useful feedback on their whiteboard teaching skillset (98%) that they planned to incorporate into their next WML (100%).

conclusionsWe collected validity evidence for all four stages of Kane's model. This research addresses an important gap in IM trainee evaluation by validating a novel assessment tool that codifies best practices for whiteboard teaching skills and facilitates formative feedback on WMLs. The OWL Checklist has the potential to be utilized in summative assessment. CLINICAL TRIAL NUMBER: Not applicable.

Indexed as

assessment“chalk talk”graduate medical educationvalidwhiteboard

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Read under generation 80e0d062 · epoch 390. Bibliography from PubMed, PubMed Central and OpenAlex; grants from NIH RePORTER; trial links from ClinicalTrials.gov; estimates, votes and beliefs from the OpenQuestion graph.