(Circulation. 2003;108:2575.)
© 2003 American Heart Association, Inc.
ILCOR Advisory Statements |
Key Words: AHA Scientific Statements resuscitation heart arrest
The Need for Change
The value of bystander cardiopulmonary resuscitation (CPR) has been well defined by studies in many countries and communities. Randomized clinical trials are inappropriate in this setting and cannot accurately determine the degree of benefit conferred, but observational data from 17 papers published before 19911 and 2 nationwide studies since that time2,3
suggest that the odds ratio for improved survival of victims of collapse is
2.5. This benefit is achieved principally by extending the period for which defibrillation can be successful in cases of ventricular fibrillation or pulseless ventricular tachycardia. These are not grounds for complacency, however. Even in countries or areas where emergency services are well developed, most victims of cardiac arrest do not receive bystander CPR, and when it is given, the quality is generally far from ideal. The need, therefore, is not only for more CPR but also for better-quality CPR.
Both skills acquisition and skills retention have been shown to be poor after conventional training in CPR for laypersons. The reasons are manifold. The necessary psychomotor skills for current courses are complex and demanding, an issue of particular importance because in many countries the average student is usually older than 50 years of age. Course curricula and instructor training are generally poorly adapted to the needs of course participants, and few instructors have been trained to teach. In addition, instructors frequently digress from the planned script (telling anecdotes and providing other irrelevant material), do not allow sufficient time for practice, and provide poor supervision and feedback. This is not a criticism of individual instructors but rather of the methods that have developed as a response to a perceived need but without consideration or knowledge of educational principles, clear objectives, appropriate formats, or agreed-on methods of evaluation and audit.
Unexpected cardiac arrest is a major cause of premature death in industrialized countries.4 The potential value of bystander CPR, which can reduce mortality by one half in appropriate settings,1 is therefore of considerable importance. Yet in most countries, little effort has been given to making CPR a universal skill. The major efforts that have been made have largely come through voluntary organizations rather than government or healthcare agencies.
Survival rates for unexpected cardiac arrest depend not only on the quality of the education given to potential caregivers but also on the validity of treatment guidelines and a well-functioning Chain of Survival. These factors interact in such a way that they can be regarded as multiplicands. For example, poor guidelines can affect even good education, whereas a potential rescuer who is poorly trained may not be able to effectively access even a well-functioning emergency medical services system. This is illustrated in the Table, which suggests that even slight imperfections in the quality of guidelines, together with realistic decrements in education and performance of the Chain of Survival, may well cost the lives of 4 of 5 potential survivors. A realistic target for improving the standard of education could have an important impact, irrespective of better techniques, guidelines, and rescue processes.
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Universally, there is an urgent need to promote more and better CPR that is complementary toand does not replacepolicies aimed at providing earlier defibrillation. The impediments are formidable. Instruction must be provided on a large scale and must be readily accessible. Fears of infection and litigation must be countered with better information. Skills acquisition and retention, which are poor,59 must be improved by simplified procedures and better training methods, and ideally by both. Successful strategies to achieve these aims must therefore be a matter for international debate and concerted action. The potential exists for extending the window of opportunity for successful resuscitation with better survival rates.
The need for improvement in the way CPR is taught has received scant attention but should no longer be ignored.
Utstein Symposium on Education in Resuscitation
An international debate began at an educational symposium held June 22 to 24, 2001, at Utstein Abbey, on the island of Mosteroy, off the coast of Stavanger, Norway. The name Utstein is already associated with resuscitation because of previous conferences held at the abbey to discuss uniform reporting of out-of-hospital cardiac arrest,10,11
in-hospital cardiac arrest,12,13
and pediatric emergencies.14,15
Other meetings related to trauma16 and laboratory resuscitation research17,18
have also carried the name Utstein to signify international coordinated effort and agreement in these areas. Participants at 4 of these meetings have been active members of the national and international resuscitation organizations that make up the International Liaison Committee on Resuscitation (ILCOR). The Utstein symposium was held under the direct auspices of ILCOR but included independent invited experts in resuscitation education. Participating organizations were the American Heart Association, the European Resuscitation Council, the Heart and Stroke Foundation of Canada, the Australia and New Zealand Resuscitation Council, the Resuscitation Council of Southern Africa, and the Consejo Latino-Americano de Resusucitación. The Japanese Resuscitation Council was also represented by an observer.
Symposium Procedure
After an introductory session and discussion of planned expert presentations, participants divided into 4 panels during each of 2 sessions, making a total of 8 panels. After 1 hour of brief presentations and discussion with 2 moderators, the other panel members moved to other groups so that as many as possible could contribute to each topic. The moderators subsequently presented key points of the panel discussions to the whole group so that issues could be more widely debated, allowing refinement of conclusions and recommendations. All panel discussions were recorded after amendment during plenary sessions and were distributed for final comments to panel members and then the whole group. These 8 panel proceedings are available on request but have been condensed into this report as the definitive record of the Utstein education symposium. The discussions are presented under 7 major headings, each followed by recommendations that represent a consensus of participants.
Subsequent Action
Participants in the Utstein symposium regarded the meeting as the start of an ongoing process that must continue if its potential benefit is to be realized. If education in basic life support (BLS) is to become even near ideal, evidence-based change is required. Current methods and future developments must be tested by accepted methods. Teaching strategies should be evaluated and compared on the basis of how well learners achieve predefined teaching outcomes (see section 7, "Measurement of Teaching Outcomes"). No single method will be suitable for all circumstances. Thus, evaluation of training methods for purposes of research must be at a higher level than simple assessment of skills acquisition during routine community training. Sophisticated methods of outcome evaluation are warranted. One prototype for assessment discussed at the symposium is presented in Appendix 1 of this report. Scoring is as objective as possible; advanced recording capabilities were used on a manikin with a commercially available PC Skill Reporting System (Laerdal Medical, Norway). Although this has merit and has been validated as reproducible between observers, definitive tools are needed to ensure continuing improvement in the success of education in cardiopulmonary resuscitation.
Discussions and Recommendations
1. General Objectives in CPR Training
The ideal situationsomeone attempts to provide BLS in every case of witnessed cardiac arrest in a communityis neither attainable nor even readily measurable. Other more practical objectives are required but have rarely been defined or debated. At present, the number of persons receiving training in any one area has been regarded as the principal measure of success, without measure of quality or benefit. This limited view has now come under scrutiny and is recognized as unsatisfactory.
In advanced life support (ALS), limited success has been achieved in measuring the most relevant indicators of the value of CPR training: an increase in the proportion of victims who achieve return of spontaneous circulation, more hospital admissions after out-of-hospital cardiorespiratory arrest, more hospital discharges, and improved 1-year survival.19 Such measures require a highly organized system that is only rarely available, and similar data for BLS are more difficult to obtain. Therefore, more specific and detailed measurements of the quality of training in BLS are required.
Symposium participants agreed that objectives in CPR training should be defined, and the best methods of achieving these objectives should be agreed on. Although such ambitious goals could not be achieved during a 2-day symposium, participants believed a start should be made and a mechanism found to continue debate and progress toward global influence. Established adult educational principles that encourage simplification should be adopted in resuscitation training.7 The result should achieve a measurable change in a potential rescuers behavior. Although this requires a cognitive element, demonstration of satisfactory performance must be the principal indication of success.8,2030 Moreover, only improved training outcomes should justify changes in training techniques.22,31 An effective strategy is not necessarily the best strategy, but it can be used as an interim standard for testing new developments to provide continuing beneficial evolution in methodology.3235
The objectives of a training program form a hierarchy of steps toward the ultimate goal of improved outcome:
Summary of Specific Recommendations
2. Training Laypersons in Basic Life Support
CPR training of laypersons should follow an organized plan of implementation that targets 2 ends of the age spectrum. First are persons most likely to encounter someone in cardiac arrest, typically persons 40 years of age and older. Second, as a valuable long-term investment, instruction of schoolchildren is important because they are at an age when knowledge and skills are well retained; they are also relatively immune to social pressures and the fear of involvement that can be a negative influence in later years.3641
Thus, the symposium participants strongly recommended that instruction in CPR be incorporated as a standard part of the school curriculum.
More efficient use of resources is possible if attempts are made to attract volunteers who wish to participate and if programs focus on the learners personal objectives rather than on the more standardized objectives of training organizations.42
Easy accessibility of training is a fundamental requirement that is often overlooked. Training should take place in a comfortable environment to make CPR appropriate in the familiar settings of everyday life. This implies some differences in the presentation of courses designed for the classroom, the work site, or the home.
Most people who complete CPR training will not perform effective basic CPR even immediately after training.* This is because of (1) inadequate training of instructors who devote too much time to presenting information and too little time to hands-on practice and (2) lack of teaching methods appropriate for laypersons, which has a negative effect both on learning and psychosocial willingness to respond. Benefit to the community is also reduced by failure to target persons most likely to encounter someone in prehospital cardiac arrest.
Instructors frequently fail to achieve satisfactory results from conventional courses, partly because they lack the necessary skills, but also because they allow insufficient time for practice. This has led to development of strategies that minimize the role of the instructor, who might be more appropriately called the facilitator.4951 These strategies include video-based techniques: watch-then-practice or watch-while-you-practice (so-called synchronous self-instructional learning).27,41,5261 Television instruction should also be considered.61 From the outset, immediate hands-on practice meets students expectations for training, helps prevent anxiety about skills performance that can be a barrier to learning, and increases the relevance of any necessary verbal information so that answers do not preempt questions. Television and video instruction can be adapted to any setting and both are particularly suitable for the lay student. Video-based self-training at home has been recommended for the general public but is less suitable for families or caregivers of persons at high risk.27,41,52,53,56,62 Whatever the method of instruction, the emphasis must be on a simple explanation of "pump and blow" techniques, but 2 additional skills may be added: control of bleeding and knowledge of when (and how) to move victims. These skills are easy to teach, readily understood, and of value in immediate management of life-threatening emergencies. Initial training must always include specific plans for refresher sessions because even the best instructional techniques are unlikely to impart permanent optimum skills and knowledge.63,64 The first session should therefore be presented as the first phase of a continuing process of learning and not as a once-only event.65,66
A training session of 1 to 4 hours is limited as a means of providing sustained motivation for laypersons to act in a cardiac arrest emergency.67 The media can and should be encouraged to help through available contacts and by offering newsworthy stories of successful resuscitations.68,69 Accounts or images of lay people recognizing cardiac emergencies and providing effective interventions can be a powerful motivation to others. Celebrities from all walks of life can act as role models and contribute to the acceptability of CPR in the community. Increased confidence and willingness to respond to an emergency are best achieved by repeated practice in realistic role-playing scenarios with situations and environments students are most likely to encounter, although such a strategy is not always feasible.57,70,71
Although there has been sporadic research since the 1960s on how effectively students acquire and retain CPR skills, only recently has attention turned to instructor competence and quality and relevance of courses.* Much more attention should be given to program development, quality of instruction, and evaluation of results.
It is appropriate to assess how a lay rescuer responds to an emergency, shouts or phones for help, compresses the chest, and ventilates the lungs adequately. (For children, the order of priority for phoning, ventilation, and compression is different.) More specifically, these skills can be measured by rate of chest compressions, number of compressions given per minute, degree of chest depression or deformation, and ability to make the chest rise with ventilation. More detailed definitions for assessing actions associated with an educational intervention are shown in the draft template (Figure 1). Course development should be evidence based, and educational efficacy should be demonstrated before the course is conducted.73
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Summary of Specific Recommendations
3. BLS Training of Laypersons With a Duty to Respond
Until recently, 2 broad classes of rescuers were recognized: healthcare professionals and lay bystanders. The increased use of automated external defibrillators (AEDs) in the community has brought to the fore another important class: persons who are not healthcare professionals but whose occupation includes a duty of care that has been expanded to include BLS and defibrillation.
Symposium participants agreed on 3 important principles:
The following are characteristics of laypersons with a "duty to respond":
It was agreed that any training program should be developed on the basis of an understanding of the primary occupational role and integrated with it. Resuscitation should not conflict with nor deflect from other occupational duties. Students must understand the integration of training and its implications with their primary occupation, particularly when the 2 aspects of duty have very different connotations, for example, the police officer who may need to use a gun or a pocket mask. The training course should take into account the time constraints of the primary role. A conventional BLS course for laypersons, appropriately modified, would probably provide an adequate basis for training but require additional time for training in the use of pocket masks and AEDs. Any move toward providing a more complex course or teaching ALS/ACLS skills should be strongly resisted: simplicity must be the keynote.
Training could start in the classroom but should move quickly to scenario-based training through role playing within the appropriate work-related context. For learners to achieve the required performance, the course must train to a high standard and learners must take refresher courses at regular intervals. All training must be integrated with the learners primary occupational role. Training should be conducted by specially trained facilitators with training and resuscitation skills and experience in the learners primary occupation. These qualities are essential to motivate the learner, achieve credibility, and understand the learners specific occupational role. The learners occupation may influence the manner in which conventional CPR must be used, for example, in commercial aircraft. Although employers should cover the time and cost of training, employees should do their part in showing that these expenses will be used well on the job.
Well-intentioned but ill-informed advice from bystanders who are healthcare professionals, especially those without experience in emergencies, is a frequent problem that can limit the effectiveness of first-responder interventions and must be addressed during training. Rivalry between professional peer groups is another concern that must be identified and diffused at an early stage if optimum benefit is to be attained. Healthcare professionals need to be aware of local first-responder groups, the type of training they receive, and their effectiveness and availability. Encouragement from healthcare professionals will help motivate lay rescuers who are first responders.
Summary of Specific Recommendations
4. Training Healthcare Professionals in Basic Life Support
Healthcare professionals are reluctant to attend BLS courses, although numerous studies have shown that they are not uniformly proficient in BLS skills.74 Their level of skills retention is variable and generally poor.56,7579
Requirements for BLS training for healthcare professionals vary significantly between countries. Some require certification or appropriate credentials, whereas others do not require certification or formal training.
Training of healthcare professionals should be tailored to learners settings (prehospital versus in-hospital), individual roles (lone rescuer, team member, team leader), and educational background (doctor, nurse, paramedic). Specific work roles must also receive appropriate consideration. For example, the role, experience, expectations, and motivation of an emergency department nurse are likely to be different from those of a ward nurse; similar considerations should be given to an emergency department physician, whose responsibilities differ from those of a physician with an office-based practice. The elements of a course for healthcare professionals will therefore vary in format, content, and style, but the course objectives and cognitive and psychomotor evaluation should remain the same.
All healthcare professionals should be able to demonstrate competency in the skills of BLS.77,78 Healthcare professionals should receive their initial training in BLS as students. In some environments the use of peer instruction (for example, doctor to doctor or nurse to nurse) may increase acceptance of BLS training.79 Self-instruction is acceptable, provided competence is achieved. Uniform evaluation of BLS competencies is required to assess the knowledge and skills of healthcare professionals.80
Course design and training should adopt validated educational principles.7 Course content and educational messages should be tailored to each group, with simplicity as an acceptable goal,7 but training should include skills that the healthcare professional would generally need, including the use of adjunctive equipment. Examples of these special requirements are 2-person CPR; special resuscitation situations, such as trauma, drowning, and pregnancy; and adjuncts such as bag masks and AEDs. Use of realistic scenarios is important for contextual learning and relevance. Additional evaluation of different educational methods for use with healthcare professionals is needed.
Summary of Specific Recommendations
5. Training Healthcare Professionals in Advanced Skills
Courses in advanced resuscitation skills are now well established in many countries.81 When these courses were first introduced, much instruction was didactic and lecture based. Although the emphasis has changed to action-oriented learning, even more responsibility should be placed on learners themselves. To promote this change, the term instructor should be changed to facilitator or another term compatible with peer-directed education.
Evidence is still needed to demonstrate conclusively the benefits of advanced training in terms of educational and patient outcomes. Although there is evidence that skills retention after courses is unsatisfactory, most studies are 15 to 20 years old. Resuscitation outcome is improving, however, and this change is concurrent with implementation of courses in ALS/ACLS. The BRESUS report82 drew data from selected hospitals in the United Kingdom from 1985 to 1987, before organized ALS training had begun. An overall survival-to-discharge rate of 17% was reported. Simultaneously, 21% of those who required defibrillation survived. By the time of the 1997 United Kingdom national audit,83 when more than 50 000 persons had received training in ALS skills, overall survival to discharge had increased slightly to 17.6% but was 43% for the more reliable comparator of those treated for ventricular fibrillation. It seems reasonable to ascribe at least some of this improvement to better resuscitation training. Evidence also exists in other areas that ACLS training can improve clinical outcomes. For example, a study of anesthetists management of ventricular fibrillation in the operating room84 showed that ACLS training led to significantly better adherence to protocols.
The relevance of some components of ALS/ACLS courses is questionable, including assessment of individual skills, performance of lone rescuers, classroom performance, and written examination scores. Performance in the clinical environment and within a team is more relevant. Many courses provide combined training in BLS and ALS/ACLS skills; in these courses, CPR is integrated with defibrillation skills, use of AEDs, management of airway and ventilation, transcutaneous pacing, and intravenous techniques. Some skills, such as tracheal intubation, cannot be taught in a 2- or 3-day course. If required, it is more appropriate for these skills to be attained in a clinical setting under supervision (and documented) elsewhere. Attention should be given to the suitability of course participants and the level of prior skill required.
There are significant international differences in the use of multidisciplinary teaching for advanced skills, a practice that has both advantages and disadvantages. It is relevant to know who is taking courses and why they are doing so. In the European Resuscitation Council (ERC) ALS course, all participants are taught all relevant skills. Thus, even relatively inexperienced nurses are taught to be team leaders on the assumption that role-play offers different useful perspectives. Conversely, in the AHA ACLS course, participants are taught only those skills needed for their own clinical practice. Facilitators with multidisciplinary expertise can provide more realism and a wider knowledge of skills that might be required, but this approach also requires more knowledge on the part of students. Having participants play multidisciplinary roles can aid teamwork, enhance communication, and encourage mutual learning. But participants level of knowledge might not be clear to the facilitator, authority gradients can be troublesome, and some participants will learn skills they will not be permitted to use.85 Although there is evidence in aviation medicine and military training of the relative advantages of these approaches, no specific evidence of this exists in resuscitation. A mix of single-profession skills stations followed by multidisciplinary teamwork training in a mock arrest may be an optimal compromise in some circumstances.
Training in small groups is probably advantageous. Such training is more interactive but also more demanding of the facilitators time. The optimum size of a skills station may depend on the skill being taught but should generally range from 4 to 8 participants. At present there is no direct evidence to support this belief in resuscitation education, but meta-analyses in the continuing medical education literature show that large-group lecture-based teaching is relatively ineffective in changing practice.
Scenario-based teaching allows useful repetition of sequences and variations on themes and forces the facilitator to prepare for the course. It requires careful scripting and skilled supervision and is time consuming. For healthcare professionals, however, it should be a central part of the program.
When compared with instructor-directed training, high-fidelity simulation-directed instruction provides the advantage of more interaction with the "victim" and less personal interaction with the facilitator.8689 Real-time physiological measurements create realism. High-fidelity simulation should also provide accurate and relevant presentations, reliable tests, more interest to students, and adaptability to individual skills needs. The facilitator can focus on aspects such as team leadership and communication; future courses may require fewer support staff. These benefits must be weighed against increased cost, more intensive facilitator training, and increased time. A cost-benefit analysis should be undertaken to assess variations in quality related to technology. Most evidence in favor of simulation is derived from experience in the fields of aviation, the armed services, and robot surgery. Little direct evidence is derived from health care.
Crew resource management is another commonplace strategy in aviation that has implications for resuscitation medicine. It aims to improve the quality of communication, leadership, coordination, delegation, use of information, and prioritization,90 which is believed to reduce errors, improve handling of critical incidents, and promote teamwork. The importance of "crisis" resource management may be sufficient for it to be adopted as a training module now with consideration toward expanding it into a separate course in the future.
The introduction of medical emergency teams has highlighted more opportunities for progress.91,92 An initial malignant arrhythmia that is nonshockable is observed in >60% of in-hospital cardiac arrests. The prognosis for these patients is very poor when they experience a cardiac arrest; up to 80% demonstrate deteriorating physiology with hypoxia, hypotension, or reduced consciousness in the few hours before cardiac arrest.93,94 Outcome is more likely to be improved by prevention of cardiac arrest than by attempted resuscitation afterward. Currently the AHA ACLS course focuses on patient management after cardiac arrest (particularly ventricular fibrillation arrest). The ERC ALS course includes content on recognition of critically ill patients and prevention of cardiac arrest. Although additional emphasis on this aspect of resuscitation adds to a crowded course curriculum, it is justifiable for in-hospital healthcare providers, even if additional time is required for implementation.
Summary of Specific Recommendations
6. New Technologies in Training
The general disappointment in skills acquisition and retention after conventional resuscitation training programs has shown the need for a change in teaching methods and reduced reliance on instructors.* Ideally instructors should be replaced by facilitators who complement the new educational technology. Simple audio prompting of chest compressions and rescue breathing has been a remarkably effective tool for improving CPR training and performance.62,9597
In addi- tion, increased use of video instruction has proved valu- able,41,5356,5860
but new technologies are becoming available. Some are relevant to large-scale training of lay rescuers, whereas others are suited to the more complex requirements of healthcare professionals and others in occupations with a duty to respond to medical emergencies.
In the first of these categories, automated feedback during training warrants careful consideration.95,96 The voice-assisted manikin is an example of a technological innovation designed to improve skills acquisition and retention.51,98103 In the second category, major developments in simulation, ranging from CDs for use in personal computers to highly developed artificial reality, offer the prospects of far more effective learning experiences than have been available until now.8890,104,105
Technological educational support can also provide a tool for research to improve CPR performance, particularly because of the quality of objective and recorded information available on variables such as compressions, ventilation rates, and ratios.98103
Dangers are common to all technological advances, however. All too often technology drives the goals, whereas clinical and educational objectives must drive the technology. Moreover, technology must not be seen as a panacea for the problem of poor skills retention The deterioration in skills that is common after conventional training will remain a challenge,51 although one that might be met more readily if self-instruction devices are available and used.106 Some concern exists about the inevitable evolution of relevant clinical data and treatment variables included in both simple and sophisticated educational devices. These can be readily updated in computerized equipment, and manufacturers must recognize this need. But economic realities in many areas of the developing world will dictate the use of old manikins for many years.
Telephone prearrival instruction (telephone-directed CPR) is not a new technology,107 but it is one that has not been universally used. It is especially valuable in areas where training of laypersons in resuscitation is limited or unavailable. To a degree, poor use of telephone-directed CPR may be attributable to inadequate methodology and poor empathy between controllers and anxious bystanders who are seeking help. The potential for improving this service must be recognized.
Novel technological aids are likely to be deployed in the future, possibly in association with AEDs. But some risk is associated with use of these devices if they are encountered for the first time during a real cardiorespiratory arrest: the anxiety and panic that characterize a cardiac arrest situation may be a barrier to understanding the unfamiliar. On the other hand, useful instructional aids that improve performance during training should be available to support performance during cardiopulmonary resuscitation for a real cardiac arrest as well. An ideal solution to these concerns, especially in some situations, would be to have available similar aids (identically configured) available during both training and resuscitation attempts. For example, the audio guidance used in training49,62,9597,106 could be incorporated into clinical bedside monitors, AEDs, or even cellular telephones.
Summary of Specific Recommendations
7. Measurement of Teaching Outcomes
Teaching strategies should be evaluated and compared on the basis of how well learners achieve predefined teaching outcomes.19,2130,42
Strategies that do not achieve the intended outcomes must be discarded, and those that succeed should dominate training.22,31
Evaluation of resuscitation training serves many purposes: to identify for both student and instructor any areas in which the student needs help, to assess overall effectiveness of a course, to identify and troubleshoot any problems within a course, and for research into the most effective teaching methods. The overall intention of evaluation must be to improve educational outcome, thus providing every student with the opportunity to acquire the skills needed to respond appropriately in a real arrest.
Reliable assessment methods are required to record students knowledge and skills in CPR. The higher the level of performance, the greater the prospects for survival of future victims.19,22,24,26,2830 At present most assessments are conducted by the instructors responsible for the course and tend to be subjective, prone to observer error, and overoptimistic, whether based on written test or practical skills demonstration alone.75
No single method of assessment is suitable for every circumstance, but all should be based on core skills such as those outlined above and should make use of standardized operational definitions.75 Assessment must be related to learning objectives and reflect performance objectives that might influence real interventions. Details have not yet been agreed on, but consensus and widespread adoption must be a priority for future work. Assessment can be considered at the following 3 levels:
Templates should be introduced for research or evaluation of educational interventions designed to improve resuscitation performance for both BLS and ALS. Possible interventions include new courses or course components, educational strategies, and new technology. The target population should be specified, for example, schoolchildren, families of high-risk patients, the general public, laypersons with a duty to respond, or healthcare professionals. Sufficient details on the educational intervention are needed for replication and assessment of generalizability. The template should specify which educational outcomes are being tested (see section 1 beginning on page 2576) and, when relevant, should indicate whether the intervention has an effect on willingness to train and the quality likely to be achieved in any response. When research involves assessment of core objectives, testing should take place immediately after instruction and, ideally, 6 months later. Symposium participants made no attempt to agree on a suitable template, and although it may not be practical to have one model for all purposes, one group did discuss the merits of templates used in recent studies.19,22,23,26,2830 Composites that take into account these discussions are shown as examples in Appendices 1 and 2.
Appendix 1 is an update of a previously published evaluation method with acceptable levels of reliability and validity.23 This method requires a very brief evaluation of each subject and requires only 1 person to set up and conduct evaluations. An instrumented manikin is used to assess compression and ventilation skills. Use of the checklist without an instrumented manikin could produce misleading results.
The main purpose of this report was to make the checklist consistent with the ECC Guidelines 2000.108,109 More specifically, the updated checklist reflects the guidelines for lay rescuers implemented in AHA or other programs. Instructions for the evaluator, the script to be read to subjects, and definitions have also been updated to improve subject compliance and increase method reliability.
Procedures for implementation of the checklist differ from other evaluation methods that have been established over the years in that subjects receive no prompting from the evaluators. Instead, once the scenario is read, the evaluators do not provide any information about the "victims" condition. Subjects are told to rely on their own assessments of the manikin. This choice has evolved from 2 observations. First, subjects in conventional training courses display conditioned behavior. Specifically, cues from the instructor or the evaluator signal each step. In the absence of prompts, conventionally trained subjects frequently confuse steps and make other errors. The second observation is that when the evaluators are CPR instructors, the opportunity to give a prompt can very easily lead to coaching (something as simple as repeating "no pulse" if the subject does not start compressions). Of course, training in conducting evaluations should discourage such interactions, but complete elimination of coaching is difficult to achieve.
The checklist method can be modified and enhanced by use of videotaped performances. If videotape is available, the evaluators need not be CPR instructors and require only brief instruction. Videotaped performances can be observed and rated by expert evaluators. Videotape can also be used to assess the extent of agreement between raters without bringing more observers into the evaluation and having to shield observers from one another.
Appendix 2 was developed in Cardiff, Wales, and is related to both BLS and use of an AED. The principle illustrated is that of breaking complex psychomotor skills into discrete components that can be evaluated. The performance of each component was "scored" against well-defined criteria. The scoring system was validated by research workers and a paramedic trainer who watched videotapes of volunteers performing CPR on a manikin (Resusci Anne, Laerdal Medical, Norway). They combined their assessment of performance with the results of printouts from a recording Resusci Anne. A high level of agreement was achieved.110 Further development of the method might involve weighting of the scores by the importance of each skill component in achieving a successful outcome from a resuscitation attempt. At present, however, such information does not exist but may be an area for additional research.
Summary of Specific Recommendations
Appendix 1
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Subject checks unresponsiveness. Subject is close to manikin. Subject shouts "Are you all right?" (or a similar phrase). Subject taps or gently shakes manikin during this step.
Sequence: The unresponsiveness check must precede any intervention, including opening the airway.
Subject calls or phones for help or sends someone to call or phone for help: Subject either simulates a phone call or tells "bystander" to phone 911 (or other emergency response number), phone for an ambulance, or another clear instruction (getting an AED is not required nor is it acceptable to get an AED without calling or phoning for help).
Sequence: This must occur after a check of unresponsiveness and before starting ventilations. If there is no check for unresponsiveness, the call for help must precede all other steps.
Subject opens airway using head tiltchin lift: Subject kneels beside the manikin near shoulders and uses the palm of one hand to apply firm backward pressure on forehead and uses the other hand to lift the bony part of the lower jaw near the chin. There is obvious movement of the head from the neutral position. The nose may or may not be pinched.
Sequence: This must precede checking for breathing.
Subject checks breathing. Subject places his or her ear near mouth and nose of the manikin and looks at manikin chest. The breathing check should take no more than 10 seconds. Do not count breathing check if the subject has not opened the airway.
Sequence: This must occur before any breaths are given.
Subject attempts 2 breaths so that the chest rises at least once and no more than twice: Subject maintains an open airway (as above), pinches the nose shut, places his/her mouth over mouth of manikin, and exhales into manikin. The manikin chest rises visibly at least once and no more than twice. Do not count breaths if subject has not opened airway.
Sequence: Must precede any chest compressions.
Subject checks for signs of circulation. Subject pauses after first 2 breaths and looks, listens, and feels for breathing AND scans the manikin for signs of movement. The check for signs of circulation should take no more than 10 seconds (verify this with a clock or watch). To get a check, the subject must perform the look, listen, and feel component and the scan the manikin component.
Sequence: Must follow initial 2 breaths and precede any chest compressions.
(Subject checks pulse: Pulse check is not part of the BLS standards for lay subjects; we are recording it to see if subjects carry the skill over from previous CPR training or other experience. Give a check for any effort to check pulse.)
Subject locates compression position on lower half of the sternum: Subject aligns the long axis of the palm of one hand directly on the lower half of the sternum. If palm is located primarily in the upper half of the sternum or a significant part of the palm is below the end of the sternum, do not give a check for this skill. If the palm is rotated incorrectly, do not count it. (No single method need be used for this step, but use the separate line on the right to record a "1" if the subject traces the outline of the ribs and finds a place 1 finger above where the ribs come together; record a "2" if the subject finds a place 2 fingers above the xiphoid; record a "3" if the subject bares the chest and visually finds a point on the sternum between the nipples.)
Sequence: Must precede any compressions.
Subject gives at least 13 and no more than 17 compressions. Compressions must result in visible depression and release of the sternum.
Subject attempts to give 2 breaths. Chest must rise at least once and no more than twice (as above).
Subject repeats cycles at least 2 more times. Performs at least 2 more cycles of a minimum of 13 and a maximum of 17 compressions interspersed with breathing attempts after each cycle.
Subject opens airway between every set of compressions using head tiltchin lift: As above, but check only if done for all additional sets of compressions and ventilations.
Subject attempts at least 2 breaths so that chest rises at least once and no more than twice between every set of compressions: As above, but check only if done for all additional sets of compressions and ventilations.
Subject locates compression position between every set of compressions. As above, but check only if done for all additional sets of compressions and ventilations. It is not necessary to record the method used beyond the first cycle.
Subject checks for signs of circulation. As above but after the third, fourth, or fifth cycle of compressions and ventilations (including looking, listening, and feeling for breathing and scanning the manikin for signs of movement). Must have both the look, listen, and feel component and the scan the manikin component to get a check. Subject should stop and reassess the victim for no more than 10 seconds.
Sequence: Must follow at least 3 and no more than 5 cycles of compressions and ventilations
Subject resumes CPR: After reassessment, subject resumes CPR, including both compression and ventilations.
Overall Subjective Rating Definitions
Outstanding. All skills were performed very well with no errors and almost exactly as described in the standards. CPR performed in this way is likely to be effective and the victim would not be endangered.
Very good. All skills were performed competently, although improvement is possible. Errors may be minor; most were corrected. No serious errors in technique or sequence were made. CPR performed in this way is likely to be effective and the victim would not be endangered.
Competent. Skills were crude and sometimes failed to meet standards; several steps may have been out of sequence or were skipped, and/or some errors went uncorrected, although any serious errors were corrected. CPR performed in this way would probably be effective and the victim would not be endangered.
Questionably competent. Skills were crude and often failed to meet the standard and/or serious errors were left uncorrected. There may have been serious errors in sequence or delays. The chest was compressed and some ventilations resulted in chest rise. CPR performed this way might be effective. Errors might endanger the victim.
Not competent. Skills were performed poorly or not at all; errors might seriously endanger a victim. CPR may not have been performed. Efforts, if any, did not result in BOTH chest rise and compression of chest. CPR performed in this way would probably not be effective and/or the safety of the victim would be endangered.
Appendix 2
The Cardiff Test of BLS and AED Version 3.1: Assessment Guidelines
Each action should be performed within its numbered STEP but need not necessarily be in order within that STEP, except for opening the airway, which must be performed before checking for breathing. Also, Phone EMS (eg, 911, 999, or 112) must be performed before commencement of CPR.
Psychomotor Skills
Part 1: Initial Assessment
STEP 1Safety of rescuer and victim
DESCRIPTION
Before starting a resuscitation attempt, the rescuer must rapidly assess the scene for dangers. The scene must be made safe before the rescuer continues with a resuscitation attempt.
GUIDE FOR MARKING
Video assessment
Scenario: Electrical danger using a "dummy" electric cable that is in contact with the manikins hand.
STEP 2Check responsiveness
DESCRIPTION
This check is carried out to assess whether the victim is conscious. It involves gently shaking the victims shoulders while asking loudly, "Are you all right?"
GUIDE FOR MARKING
Video asessment
Talk. Rescuer attempts some form of verbal communication with victim, for example, asking "Are you all right?"
Shake. Rescuer places hands on the victims shoulders and shakes gently.
Shout for help. If the victim does not respond during the above checks, the rescuer must then shout for help.
STEP 3Airway and breathing
DESCRIPTION
Method to open the airway
Rescuer places one hand on the victims forehead and gently tilts the head back (the thumb and index finger are kept free to be able to close the victims nose if rescue breathing will be required).
Rescuer removes any visible obstructions from the victims mouth (for example, dislodged dentures).
Rescuer lifts the victims chin. This is done by placing 2 fingertips under the point of the victims chin (on the bone, not the soft tissue) and gently lifting the chin.
Method to assess breathing Rescuer keeps the victims airway open and checks for breathing (more than an occasional gasp or weak attempts at breathing). This is performed by looking for chest movement, listening at the mouth for breath sounds, and feeling for breath with his or her cheek. The "look, listen, and feel" method should be done for no more than 10 seconds.
GUIDE FOR MARKING
Video assessment and use of a stopwatch
Open airway
Check/clear airway
Check breathing (look, listen, and feel)
STEP 4Phone EMS (eg, 911, 999, 112)
DESCRIPTION
On identifying that the victim is not breathing, the rescuer should either send someone for help or, if alone, leave the victim and go for help. Help must be in the form of a telephone call to 999 requesting an ambulance to attend.
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Scenario: A "dummy" telephone will be available for the rescuer to use. The rescuer will be informed that he or she is a lone rescuer.
GUIDE FOR MARKING
Video asessment
STEP 5First rescue breaths
DESCRIPTION
Two effective rescue breaths should be delivered in no more than 5 attempts. Effective rescue breaths entail:
GUIDE FOR MARKING
Video asessment PDF file and voice-assisted manikin (VAM) open airway
Airway open
Methods
Maker should look at video to see if the airway appears to have been opened. Confirm airway has been opened by viewing successful ventilations in PDF file.
Two initial rescue breaths
Average inflation volume (PDF+VAM). Physiological variables can all be obtained from the VAM data. Please insert measurement into appropriate assessment box/circle score in appropriate assessment box on the assessment sheet.
Methods
Open relevant PDF file. Visually assess the 2 initial rescue breaths. Take the number from the bottom of the flow chart that corresponds with the end of the 2 initial rescue breaths. This number relates to the number of seconds that the VAM skill meter has been acquiring data. Now open the SPSS or equivalent database. Scroll right until the corresponding moving average (MA) for tidal volume is found, for example "MA Tidal Volume T090 [/min]." The T number corresponds with the number taken from the PDF file from above. Note, MAs are recorded every 15 seconds. Record figure in book (insert exact mean score) and circle appropriate box.
STEP 6Check signs of circulation
DESCRIPTION
The rescuer should (while keeping the airway open) look, listen, and feel for breathing (more than an occasional gasp or weak attempts at breathing):
Method to open the airway
Rescuer places 1 hand on the victims forehead and gently tilts the head back (the thumb and index finger are kept free to be able to close the victims nose if rescue breathing will be required).
Rescuer removes any visible obstructions from the victims mouth (for example, dislodged dentures).
Rescuer lifts the victims chin. This is done by placing 2 fingertips under the point of the victims chin (on the bone, not the soft tissue) and gently lifting the chin.
Method for checking circulation
Rescuer should look, listen, and feel for normal breath, cough, or movement of the victim.
Pulse check
The "gold standard" sign of cardiac arrest is an absent carotid (or other large artery) pulse. It has been shown, however, that assessment of the carotid pulse is time consuming and leads to an incorrect conclusion (present or absent) in up to 50% of cases. For this reason, training in detection of the carotid pulse as a sign of cardiac arrest is no longer recommended for non-healthcare persons.
GUIDE FOR MARKING
Video asessment and use of a stopwatch. Enter verbal/visual checks in comments box at the end of the assessment form.
Open airway
Check for circulation (look, listen, and feel)
Pulse check
Part 2: AED Sequence Shocks 1 through 3
If rescuer does not use AED, move to Part 3.
STEP 7Switching on AED
DESCRIPTION
The AED should be switched on as taught.
GUIDE FOR MARKING
Video asessment
STEP 8Correct attachment of electrode pads
DESCRIPTION
Electrode pads should be attached as taught to the correct positions on the victims chest: upper right and lower left side of the victims chest.
GUIDE FOR MARKING
Video asessment. Assess video and use chest grid to guide judgment of exactly where the rescuer places the electrode pads. Place a mark on the corresponding grid of the marking sheet.
STEP 9Automatic AED analysis, visual and verbal checks by rescuer
DESCRIPTION
Rescuer should ensure nobody is in contact with the manikin during AED analysis.
GUIDE FOR MARKING
Video asessment. Examiner should record whether the rescuer asks bystanders to stay clear of the victim and makes a visual check to ensure the safety of bystanders and himself or herself.
STEP 10Safety of researcher
DESCRIPTION
Researcher provokes contact with the manikin by placing a hand on the left lower quadrant before the shock is administered by the rescuer. Rescuer should ensure the safety of the researcher by asking him or her to stand clear of the victim.
GUIDE FOR MARKING
Video asessment
STEP 11Shock button pushed as directed and shock safety
DESCRIPTION
Rescuer should ensure nobody is in contact with the manikin during the administration of a shock.
GUIDE FOR MARKING
Video asessment. Examiner should record whether the rescuer asks bystanders to stay clear of the victim and makes a visual check to ensure the safety of bystanders and himself or herself.
STEP 12Time to first shock
DESCRIPTION
Time taken, from the start of the scenario, to perform all necessary tasks before the first shock is administered (in seconds).
GUIDE FOR MARKING
Video asessment. Marker can time the candidate using a stopwatch provided; time is measured in seconds.
STEP 13Automatic AED analysis, visual and verbal checks by rescuer
DESCRIPTION
Rescuer should ensure nobody is in contact with the manikin during AED analysis.
GUIDE FOR MARKING
Video asessment. Examiner should record whether the rescuer asks bystanders to stay clear of the victim and makes a visual check to ensure the safety of bystanders and himself or herself.
STEP 14Shock button pushed as directed and shock safety
DESCRIPTION
Rescuer should ensure nobody is in contact with the manikin during the administration of a shock.
GUIDE FOR MARKING
Video asessment. Examiner should record whether the rescuer asks bystanders to stay clear of the vic