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Standardized Clients and SIMPLE
 (SIMulated Professional Learning
           Environment): learning
professionalism through simulated
                          practice


         Karen Barton, Strathclyde University Law School
    John Garvey, University of New Hampshire Law School
         Paul Maharg, Northumbria University Law School
Daniel Webster Scholar Honors Program

 Two year Bar practicum
 Training in professional skills and judgment through simulated,
    clinical and externship settings
   Exposure to numerous fields, including real estate, business, and
    litigation is offered.
   Instead of a two-day bar exam, the program provides a two-year,
    comprehensive exam in conjunction with the training received.
   Students who complete the program are certified as having passed
    the New Hampshire Bar examination, subject only to passing the
    Multistate Professional Responsibility Examination (MPRE) and the
    New Hampshire character and fitness requirements.
   See: http://law.unh.edu/assets/pdf/johngarvey-article-
    newmodel.pdf
    Karen Barton, John Garvey & Paul Maharg   2
 The Daniel Webster Scholar Honors Program
 "...fuses instruction and assessment in the most
  intimate and integrated way that I have ever seen.
  Two years of it. It’s two years of what we actually
  recommended in [the Carnegie Report], integrated
  in such a way that truly instruction and assessment
  are indistinguishable.”
 — Lloyd Bond



  Karen Barton, John Garvey & Paul Maharg   3
Standardized


                                                                 standardized client initiative
Clients




                We train lay people to simulate clients, and do two things well:
                       Discuss their case with the (trainee) lawyer in a way that is
                        standard across the cohort of students/lawyers that the SC meets
                     Assess the client-facing skills of the lawyer.

                  Initiative is developed from medical education, now extensively used
                   in final exam ‘OSCE’ stations in UK medical schools
                  A correlational study in 2006 concluded that use of SCs in legal
                   education was as reliable and valid as tutor assessments
                  We make what the client thinks important in the most salient way for
                   the student: a high-stakes assessment where most of the grade is
                   given by the client
                  Now developed by Maharg et al for SRA Qualifying Lawyers’ Transfer
                   Scheme in England & Wales
                   Karen Barton, John Garvey & Paul Maharg   4
Standardized


                                                               feasibility? cost? impact?
Clients




               Progress...?
                Six clients trained and used already in a comparison of Webster
                 scholars with newly-admitted Bar members.
                Used twice per year for interviews with Webster Scholars, and as
                 clients and witnesses elsewhere.
               Feasible…?
                Very: lots of experience out there in Strathclyde, Northumbria.
                 Refresher training needed for SCs, but no high-maintenance
               Cost…?
                Training of SC trainer + SCs; payment of SCs.
                SC documentation is freely available under CC:


                 Karen Barton, John Garvey & Paul Maharg   5
Standardized


                                                                sample feedback
Clients




               Impact…?
                Big: on students, on ethical performance, practice of skills within
                 professional value contexts; formative and high-stakes assessment.
                Also on regulatory bodies, eg Law Society of Scotland, SRA.


                 ‘When I reflect on my law school tenure, the standardized client
                 experience was the most educational aspect of my legal training. It
                 set a foundation for me to begin the practice of law. As a new lawyer,
                 I feel confident meeting with a client because I know I can rely on the
                 interviewing and counseling skills I learned through the process.’
                                                               -- Webster Scholar



                  Karen Barton, John Garvey & Paul Maharg   6
SIMPLE
                                                        What is SIMPLE?


         SIMulated Professional Learning Environment enables
         students to engage in online simulations of professional
         practice. Its special pedagogy is based on transactional
         learning:

         active learning
          through performance in authentic transactions
           involving reflection in & on learning,
             deep collaborative learning, and
              holistic or process learning,
               with relevant professional assessment
                 that includes ethical standards



          Karen Barton, John Garvey & Paul Maharg   7
correspondence file




Karen Barton, John Garvey & Paul Maharg   8
SIMPLE
                                                          what are we assessing in SIMPLE?


          Professionalism and ethical performance
          Skilled performance to benchmarked levels
          Substantive knowledge of law
          Procedural knowledge
          Many other categories of assessable experience
          Purpose of assessment:
                  Formative (feedback and feedforward)
                  Summative

          Think of a social space where both workspace, learning space &
           assessment space co-exist, eg, between master & apprentice.


            Karen Barton, John Garvey & Paul Maharg   9
SIMPLE
                                                      how are we assessing in SIMPLE?


         1. Discrete tasks, eg drafting,
            letter-writing, research                               (Estate Planning)
         2. Whole file + performative skill                        (Personal Injury)
         3. Tasks + whole file                                     (Real Estate)
         4. Tasks + file + performative skill                      (Litigation)




            Karen Barton, John Garvey & Paul Maharg      10
SIMPLE
                                                          feasibility? cost? impact?

         Feasible…?
          Very: lots of experience out there in Strathclyde, Northumbria, ANU.
           Once sims are created using the SIMPLE Toolset, easy to maintain.
         Cost…?
          Development of sims; learning support for students
          SIMPLE is open-source and freely available – there is technical
           support (funded by CALI) till June 2011
          SIMPLE blueprints are freely available under CC licences
          guidance documentation is freely available under CC:
         Impact…?
          Big: on students, on ethical performance, practice of skills within
           professional value contexts; formative and high-stakes assessment;
           transactional learning; learning by doing (Dewey)
           Karen Barton, John Garvey & Paul Maharg   11
SIMPLE
                                                                feedback

         ‘I found the whole experience to be extremely worthwhile. I believe
         it was as close as students will get to experiencing the ‘real thing’
         before we commence our traineeships. It certainly taught us the
         importance of fact gathering before jumping in and trying to find a
         solution.’

         ‘[…] if we had thought a little harder we could have minimized the
         number of letters we sent, by requesting all relevant information
         form a person in one go, rather than having to continually request
         further details. This was particularly true of our correspondence
         with [the client], and in real life I suspect that a client would get a bit
         impatient if he was constantly harassed for more evidence. I did feel
         that we all lacked a little bit of experience in such matters; knowing
         what to ask for and from whom, and I am confident that this exercise
         Karen Barton, John Garvey & Paul Maharg 12 has helped us in that regard.’
SIMPLE
                                                     Converging SCs + SIMPLE at UNH

         Process:
         1. SCs role-play client (or others)
         2. SCs remain in role throughout SIMPLE sim
         3. Lawyers take instructions from client
         4. Comms via video conferencing & cell phone


         Assessment:
         1. Formative & high stakes
         2. Creation of body of professional work by students.




           Karen Barton, John Garvey & Paul Maharg   13

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SCs, SIMPLE and Daniel Webster programme

  • 1. Standardized Clients and SIMPLE (SIMulated Professional Learning Environment): learning professionalism through simulated practice Karen Barton, Strathclyde University Law School John Garvey, University of New Hampshire Law School Paul Maharg, Northumbria University Law School
  • 2. Daniel Webster Scholar Honors Program  Two year Bar practicum  Training in professional skills and judgment through simulated, clinical and externship settings  Exposure to numerous fields, including real estate, business, and litigation is offered.  Instead of a two-day bar exam, the program provides a two-year, comprehensive exam in conjunction with the training received.  Students who complete the program are certified as having passed the New Hampshire Bar examination, subject only to passing the Multistate Professional Responsibility Examination (MPRE) and the New Hampshire character and fitness requirements.  See: http://law.unh.edu/assets/pdf/johngarvey-article- newmodel.pdf Karen Barton, John Garvey & Paul Maharg 2
  • 3.  The Daniel Webster Scholar Honors Program  "...fuses instruction and assessment in the most intimate and integrated way that I have ever seen. Two years of it. It’s two years of what we actually recommended in [the Carnegie Report], integrated in such a way that truly instruction and assessment are indistinguishable.”  — Lloyd Bond Karen Barton, John Garvey & Paul Maharg 3
  • 4. Standardized standardized client initiative Clients  We train lay people to simulate clients, and do two things well:  Discuss their case with the (trainee) lawyer in a way that is standard across the cohort of students/lawyers that the SC meets  Assess the client-facing skills of the lawyer.  Initiative is developed from medical education, now extensively used in final exam ‘OSCE’ stations in UK medical schools  A correlational study in 2006 concluded that use of SCs in legal education was as reliable and valid as tutor assessments  We make what the client thinks important in the most salient way for the student: a high-stakes assessment where most of the grade is given by the client  Now developed by Maharg et al for SRA Qualifying Lawyers’ Transfer Scheme in England & Wales Karen Barton, John Garvey & Paul Maharg 4
  • 5. Standardized feasibility? cost? impact? Clients Progress...?  Six clients trained and used already in a comparison of Webster scholars with newly-admitted Bar members.  Used twice per year for interviews with Webster Scholars, and as clients and witnesses elsewhere. Feasible…?  Very: lots of experience out there in Strathclyde, Northumbria. Refresher training needed for SCs, but no high-maintenance Cost…?  Training of SC trainer + SCs; payment of SCs.  SC documentation is freely available under CC: Karen Barton, John Garvey & Paul Maharg 5
  • 6. Standardized sample feedback Clients Impact…?  Big: on students, on ethical performance, practice of skills within professional value contexts; formative and high-stakes assessment.  Also on regulatory bodies, eg Law Society of Scotland, SRA. ‘When I reflect on my law school tenure, the standardized client experience was the most educational aspect of my legal training. It set a foundation for me to begin the practice of law. As a new lawyer, I feel confident meeting with a client because I know I can rely on the interviewing and counseling skills I learned through the process.’ -- Webster Scholar Karen Barton, John Garvey & Paul Maharg 6
  • 7. SIMPLE What is SIMPLE? SIMulated Professional Learning Environment enables students to engage in online simulations of professional practice. Its special pedagogy is based on transactional learning: active learning through performance in authentic transactions involving reflection in & on learning, deep collaborative learning, and holistic or process learning, with relevant professional assessment that includes ethical standards Karen Barton, John Garvey & Paul Maharg 7
  • 8. correspondence file Karen Barton, John Garvey & Paul Maharg 8
  • 9. SIMPLE what are we assessing in SIMPLE?  Professionalism and ethical performance  Skilled performance to benchmarked levels  Substantive knowledge of law  Procedural knowledge  Many other categories of assessable experience  Purpose of assessment:  Formative (feedback and feedforward)  Summative  Think of a social space where both workspace, learning space & assessment space co-exist, eg, between master & apprentice. Karen Barton, John Garvey & Paul Maharg 9
  • 10. SIMPLE how are we assessing in SIMPLE? 1. Discrete tasks, eg drafting, letter-writing, research (Estate Planning) 2. Whole file + performative skill (Personal Injury) 3. Tasks + whole file (Real Estate) 4. Tasks + file + performative skill (Litigation) Karen Barton, John Garvey & Paul Maharg 10
  • 11. SIMPLE feasibility? cost? impact? Feasible…?  Very: lots of experience out there in Strathclyde, Northumbria, ANU. Once sims are created using the SIMPLE Toolset, easy to maintain. Cost…?  Development of sims; learning support for students  SIMPLE is open-source and freely available – there is technical support (funded by CALI) till June 2011  SIMPLE blueprints are freely available under CC licences  guidance documentation is freely available under CC: Impact…?  Big: on students, on ethical performance, practice of skills within professional value contexts; formative and high-stakes assessment; transactional learning; learning by doing (Dewey) Karen Barton, John Garvey & Paul Maharg 11
  • 12. SIMPLE feedback ‘I found the whole experience to be extremely worthwhile. I believe it was as close as students will get to experiencing the ‘real thing’ before we commence our traineeships. It certainly taught us the importance of fact gathering before jumping in and trying to find a solution.’ ‘[…] if we had thought a little harder we could have minimized the number of letters we sent, by requesting all relevant information form a person in one go, rather than having to continually request further details. This was particularly true of our correspondence with [the client], and in real life I suspect that a client would get a bit impatient if he was constantly harassed for more evidence. I did feel that we all lacked a little bit of experience in such matters; knowing what to ask for and from whom, and I am confident that this exercise Karen Barton, John Garvey & Paul Maharg 12 has helped us in that regard.’
  • 13. SIMPLE Converging SCs + SIMPLE at UNH Process: 1. SCs role-play client (or others) 2. SCs remain in role throughout SIMPLE sim 3. Lawyers take instructions from client 4. Comms via video conferencing & cell phone Assessment: 1. Formative & high stakes 2. Creation of body of professional work by students. Karen Barton, John Garvey & Paul Maharg 13