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Oral assessment

Oral assessment is a common practice across education and comes in many forms. Here is basic guidance on how to approach it.

1 August 2019

In oral assessment, students speak to provide evidence of their learning. Internationally, oral examinations are commonplace. 

We use a wide variety of oral assessment techniques at UCL.

Students can be asked to: 

• present posters
• use presentation software such as Power Point or Prezi
• perform in a debate
• present a case
• answer questions from teachers or their peers.

Students’ knowledge and skills are explored through dialogue with examiners.

Teachers at UCL recommend oral examinations, because they provide students with the scope to demonstrate their detailed understanding of course knowledge.

Educational benefits for your students

Good assessment practice gives students the opportunity to demonstrate learning in different ways. 

Some students find it difficult to write so they do better in oral assessments. Others may find it challenging to present their ideas to a group of people.  

Oral assessment takes account of diversity and enables students to develop verbal communication skills that will be valuable in their future careers.  

Marking criteria and guides can be carefully developed so that assessment processes can be quick, simple and transparent. 

How to organise oral assessment

Oral assessment can take many forms.

Audio and/or video recordings can be uploaded to Moodle if live assessment is not practicable.

Tasks can range from individual or group talks and presentations to dialogic oral examinations.

Oral assessment works well as a basis for feedback to students and/or to generate marks towards final results.

1. Consider the learning you're aiming to assess 

How can you best offer students the opportunity to demonstrate that learning?

The planning process needs to start early because students must know about and practise the assessment tasks you design.

2. Inform the students of the criteria

Discuss the assessment criteria with students, ensuring that you include (but don’t overemphasise) presentation or speaking skills.

Identify activities which encourage the application or analysis of knowledge. You could choose from the options below or devise a task with a practical element adapted to learning in your discipline.

3. Decide what kind of oral assessment to use

Options for oral assessment can include:

Assessment task

• Presentation
• Question and answer session.

Individual or group

If group, how will you distribute the tasks and the marks?

Combination with other modes of assessment

• Oral presentation of a project report or dissertation.
• Oral presentation of posters, diagrams, or museum objects.
• Commentary on a practical exercise.
• Questions to follow up written tests, examinations, or essays.

Decide on the weighting of the different assessment tasks and clarify how the assessment criteria will be applied to each.

Peer or staff assessment or a combination: groups of students can assess other groups or individuals.

4. Brief your students

When you’ve decided which options to use, provide students with detailed information.

Integrate opportunities to develop the skills needed for oral assessment progressively as students learn.

If you can involve students in formulating assessment criteria, they will be motivated and engaged and they will gain insight into what is required, especially if examples are used.

5. Planning, planning planning!

Plan the oral assessment event meticulously.

Stick rigidly to planned timing. Ensure that students practise presentations with time limitations in mind. Allow time between presentations or interviews and keep presentations brief.  

6. Decide how you will evaluate

Decide how you will evaluate presentations or students’ responses.

It is useful to create an assessment sheet with a grid or table using the relevant assessment criteria.

Focus on core learning outcomes, avoiding detail.

Two assessors must be present to:

• evaluate against a range of specific core criteria
• focus on forming a holistic judgment.

Leave time to make a final decision on marks perhaps after every four presentations. Refer to audio recordings later for borderline cases. 

7. Use peers to assess presentations

Students will learn from presentations especially if you can use ‘audio/video recall’ for feedback.

Let speakers talk through aspects of the presentation, pointing out areas they might develop. Then discuss your evaluation with them. This can also be done in peer groups.

If you have large groups of students, they can support each other, each providing feedback to several peers. They can use the same assessment sheets as teachers. Marks can also be awarded for feedback.

8. Use peer review

A great advantage of oral assessment is that learning can be shared and peer reviewed, in line with academic practice.

There are many variants on the theme so why not let your students benefit from this underused form of assessment?

This guide has been produced by the UCL Arena Centre for Research-based Education . You are welcome to use this guide if you are from another educational facility, but you must credit the UCL Arena Centre. 

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Academic Development Centre

Oral presentations

Using oral presentations to assess learning

Introduction.

Oral presentations are a form of assessment that calls on students to use the spoken word to express their knowledge and understanding of a topic. It allows capture of not only the research that the students have done but also a range of cognitive and transferable skills.

Different types of oral presentations

A common format is in-class presentations on a prepared topic, often supported by visual aids in the form of PowerPoint slides or a Prezi, with a standard length that varies between 10 and 20 minutes. In-class presentations can be performed individually or in a small group and are generally followed by a brief question and answer session.

Oral presentations are often combined with other modes of assessment; for example oral presentation of a project report, oral presentation of a poster, commentary on a practical exercise, etc.

Also common is the use of PechaKucha, a fast-paced presentation format consisting of a fixed number of slides that are set to move on every twenty seconds (Hirst, 2016). The original version was of 20 slides resulting in a 6 minute and 40 second presentation, however, you can reduce this to 10 or 15 to suit group size or topic complexity and coverage. One of the advantages of this format is that you can fit a large number of presentations in a short period of time and everyone has the same rules. It is also a format that enables students to express their creativity through the appropriate use of images on their slides to support their narrative.

When deciding which format of oral presentation best allows your students to demonstrate the learning outcomes, it is also useful to consider which format closely relates to real world practice in your subject area.

What can oral presentations assess?

The key questions to consider include:

• what will be assessed?
• who will be assessing?

This form of assessment places the emphasis on students’ capacity to arrange and present information in a clear, coherent and effective way’ rather than on their capacity to find relevant information and sources. However, as noted above, it could be used to assess both.

Oral presentations, depending on the task set, can be particularly useful in assessing:

• knowledge skills and critical analysis
• applied problem-solving abilities
• ability to research and prepare persuasive arguments
• ability to generate and synthesise ideas
• ability to communicate effectively
• ability to present information clearly and concisely
• ability to present information to an audience with appropriate use of visual and technical aids
• time management
• interpersonal and group skills.

When using this method you are likely to aim to assess a combination of the above to the extent specified by the learning outcomes. It is also important that all aspects being assessed are reflected in the marking criteria.

In the case of group presentation you might also assess:

• level of contribution to the group
• ability to contribute without dominating
• ability to maintain a clear role within the group.

See also the ‘ Assessing group work Link opens in a new window ’ section for further guidance.

As with all of the methods described in this resource it is important to ensure that the students are clear about what they expected to do and understand the criteria that will be used to asses them. (See Ginkel et al, 2017 for a useful case study.)

Although the use of oral presentations is increasingly common in higher education some students might not be familiar with this form of assessment. It is important therefore to provide opportunities to discuss expectations and practice in a safe environment, for example by building short presentation activities with discussion and feedback into class time.

Individual or group

It is not uncommon to assess group presentations. If you are opting for this format:

• will you assess outcome or process, or both?
• how will you distribute tasks and allocate marks?
• will group members contribute to the assessment by reporting group process?

Assessed oral presentations are often performed before a peer audience - either in-person or online. It is important to consider what role the peers will play and to ensure they are fully aware of expectations, ground rules and etiquette whether presentations take place online or on campus:

• will the presentation be peer assessed? If so how will you ensure everyone has a deep understanding of the criteria?
• will peers be required to interact during the presentation?
• will peers be required to ask questions after the presentation?
• what preparation will peers need to be able to perform their role?
• how will the presence and behaviour of peers impact on the assessment?
• how will you ensure equality of opportunities for students who are asked fewer/more/easier/harder questions by peers?

Hounsell and McCune (2001) note the importance of the physical setting and layout as one of the conditions which can impact on students’ performance; it is therefore advisable to offer students the opportunity to familiarise themselves with the space in which the presentations will take place and to agree layout of the space in advance.

Good practice

As a summary to the ideas above, Pickford and Brown (2006, p.65) list good practice, based on a number of case studies integrated in their text, which includes:

• make explicit the purpose and assessment criteria
• use the audience to contribute to the assessment process
• record [audio / video] presentations for self-assessment and reflection (you may have to do this for QA purposes anyway)
• keep presentations short
• consider bringing in externals from commerce / industry (to add authenticity)
• consider banning notes / audio visual aids (this may help if AI-generated/enhanced scripts run counter to intended learning outcomes)
• encourage students to engage in formative practice with peers (including formative practice of giving feedback)
• use a single presentation to assess synoptically; linking several parts / modules of the course
• give immediate oral feedback
• link back to the learning outcomes that the presentation is assessing; process or product.

Neumann in Havemann and Sherman (eds., 2017) provides a useful case study in chapter 19: Student Presentations at a Distance, and Grange & Enriquez in chapter 22: Moving from an Assessed Presentation during Class Time to a Video-based Assessment in a Spanish Culture Module.

Diversity & inclusion

Some students might feel more comfortable or be better able to express themselves orally than in writing, and vice versa . Others might have particular difficulties expressing themselves verbally, due for example to hearing or speech impediments, anxiety, personality, or language abilities. As with any other form of assessment it is important to be aware of elements that potentially put some students at a disadvantage and consider solutions that benefit all students.

Academic integrity

Oral presentations present relative low risk of academic misconduct if they are presented synchronously and in-class. Avoiding the use of a script can ensure that students are not simply reading out someone else’s text or an AI generated script, whilst the questions posed at the end can allow assessors to gauge the depth of understanding of the topic and structure presented. (Click here for further guidance on academic integrity .)

Recorded presentations (asynchronous) may be produced with help, and additional mechanisms to ensure that the work presented is their own work may be beneficial - such as a reflective account, or a live Q&A session. AI can create scripts, slides and presentations, copy real voices relatively convincingly, and create video avatars, these tools can enable students to create professional video content, and may make this sort of assessment more accessible. The desirability of such tools will depend upon what you are aiming to assess and how you will evaluate student performance.

Student and staff experience

Oral presentations provide a useful opportunity for students to practice skills which are required in the world of work. Through the process of preparing for an oral presentation, students can develop their ability to synthesise information and present to an audience. To improve authenticity the assessment might involve the use of an actual audience, realistic timeframes for preparation, collaboration between students and be situated in realistic contexts, which might include the use of AI tools.

As mentioned above it is important to remember that the stress of presenting information to a public audience might put some students at a disadvantage. Similarly non-native speakers might perceive language as an additional barrier. AI may reduce some of these challenges, but it will be important to ensure equal access to these tools to avoid disadvantaging students. Discussing criteria and expectations with your students, providing a clear structure, ensuring opportunities to practice and receive feedback will benefit all students.

Some disadvantages of oral presentations include:

• anxiety - students might feel anxious about this type of assessment and this might impact on their performance
• time - oral assessment can be time consuming both in terms of student preparation and performance
• time - to develop skill in designing slides if they are required; we cannot assume knowledge of PowerPoint etc.
• lack of anonymity and potential bias on the part of markers.

From a student perspective preparing for an oral presentation can be time consuming, especially if the presentation is supported by slides or a poster which also require careful design.

From a teacher’s point of view, presentations are generally assessed on the spot and feedback is immediate, which reduces marking time. It is therefore essential to have clearly defined marking criteria which help assessors to focus on the intended learning outcomes rather than simply on presentation style.

Useful resources

Joughin, G. (2010). A short guide to oral assessment . Leeds Metropolitan University/University of Wollongong http://eprints.leedsbeckett.ac.uk/2804/

Race, P. and Brown, S. (2007). The Lecturer’s Toolkit: a practical guide to teaching, learning and assessment. 2 nd edition. London, Routledge.

Annotated bibliography

Class participation

Concept maps

Essay variants: essays only with more focus

• briefing / policy papers
• research proposals
• articles and reviews
• essay plans

Film production

Laboratory notebooks and reports

Objective tests

• short-answer
• multiple choice questions

Patchwork assessment

Creative / artistic performance

• learning logs
• learning blogs

Simulations

Work-based assessment

Reference list

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Oral presentations

Oral assessments offer teachers the opportunity to assess the structure and content of a presentation as well as students’ capacity to answer any subsequent probing questions. They can be formatted as individual presentations or small-group presentations; they can be done face-to-face or online, and they can be given behind closed doors or in front of peers. The most common format involves one or two students presenting during class time with a follow-up question and answer session. Because of logistics and the demands of the curriculum, oral presentations tend to be quite short – perhaps 10 minutes for an undergraduate and 15-20 minutes for a postgraduate. Oral presentations are often used in a formative capacity but they can also be used as summative assessments. The focus of this form of assessment is not on students’ capacity to find relevant information, sources and literature but on their capacity to package such materials into a logically coherent exposition.

Advantages of oral presentations

• Allows for probing questions that test underlying assumptions.
• Quick to mark – immediate feedback is possible.
• Allow students to demonstrate a logical flow/development of an idea.
• Presentation skills are valued by employers.
• Students are familiar with this assessment method.

Challenges of oral presentations

Can be stressful for some students.

Non-native speakers may be at a disadvantage.

Can be time-consuming.

Limited scope for inter-rater checks.

A danger that ‘good speakers’ get good marks.

How students might experience oral presentations

Students are often familiar with giving oral presentations and many will have done so in other courses. However, they may focus too much on certain aspects to the detriment of others. For example, some students may be overly concerned with the idea of standing up in front of their peers and may forget that their focus should be on offering a clear narrative. Other students may focus on the style of their presentation and overlook the importance of substance. Others yet may focus on what they have to say without considering the importance of an oral presentation being primarily for the benefit of the audience. The use of PowerPoint in particular should be addressed by teachers beforehand, so that students are aware that this should be a tool for supporting their presentation rather than the presentation in itself. Most oral presentations are followed by a question and answer phase – sometimes the questions will come from peers, sometimes they will come from teachers, and sometimes they will come from both. It is good practice to let students know about the format of the questions – especially if their capacity to answer them is part of the marking criteria.

Reliability, validity, fairness and inclusivity of oral presentations

Oral assessments are often marked in situ and this means that the process for allocating marks needs to be reliable, valid and fair when used under great time pressure. Through having a clearly defined marking structure with a set of pre-established, and shared, criteria, students should be aware of what they need to do to access the highest possible marks. Precise marking criteria help teachers to focus on the intended learning outcomes rather than presentational style. During oral presentations content validity is addressed through having marking criteria that focus on the quality of the points raised in the presentation itself and construct validity is addressed during the question and answer phase when the presenter is assessed for their capacity to comment on underpinning literature, theories and/or principles. One of the issues in having peer questions at the end of an oral presentation is that the teacher has very little control over what will be asked. This does not mean that such questions are not legitimate – only that teachers need to carefully consider how they mark the answers to such questions. In order to ensure equality of opportunity, teachers should ask their own questions after any peer questions, using them to fill any gaps and offer the presenter a chance to address any areas of the marking criteria that have not yet been covered. Oral presentation may challenge students with less proficiency in spoken English, and criteria should be scrutinised to support their achievement.

How to maintain and ensure rigour in oral presentations

Assessment rigour for oral presentations includes the teacher’s capacity to assess a range of presentation topics, formats and styles with an equal level of scrutiny.  Teachers should therefore develop marking criteria that focus on a student’s ability to take complex issues and present them in a clear and relatable manner rather than focus on the content covered. Throughout this whole process teachers should be involved in a form of constant reflexive scrutiny – examining if they feel that they are applying marking criteria fairly across all students. As oral presentations are ephemeral, consider how the moderator and/or external examiner will evaluate the assessment process. Can a moderator ‘double mark’ a percentage of presentations? Is there a need (or would it be helpful) to record the presentations?

How to limit possible misconduct in oral presentations

The opportunities for academic misconduct are quite low in an oral presentation – especially during the question and answer phase. If written resources are expected to be produced as part of the assessment (handouts, bibliographies, PowerPoint slides etc.) then guidance on citing and referencing should be given and marking criteria may offer marks for appropriate use of such literature. In guiding students to avoid using written scripts (except where it is deemed necessary from an inclusivity perspective) teachers will steer them aware from the possibility of reading out someone else’s thoughts as their own. Instead, students should be encouraged to use techniques such as limited cue cards to structure their presentation. The questions posed by the teacher at the end of the presentation are also a possible check on misconduct and will allow the teacher to see if the student actually knows about the content they are presenting or if they have merely memorised someone else’s words.

LSE examples

MA498 Dissertation in Mathematics

PB202 Developmental Psychology

ST312 Applied Statistics Project

Further resources

https://twp.duke.edu/sites/twp.duke.edu/files/file-attachments/oral-presentation-handout.original.pdf

Langan, A.M., Shuker, D.M., Cullen, W.R., Penney, D., Preziosi, R.F. and Wheater, C.P. (2008) Relationships between student characteristics and self‐, peer and tutor evaluations of oral presentations.  Assessment & Evaluation in Higher Education , 33(2): 179-190.

Dunbar, N.E., Brooks, C.F. and Kubicka-Miller, T. (2006) Oral communication skills in higher education: Using a performance-based evaluation rubric to assess communication skills.  Innovative Higher Education , 31(2): 115.

https://www.youtube.com/watch?v=HRaPmO6TlaM

https://www.lse.ac.uk/resources/calendar/courseGuides/PB/2020_PB202.htm

Implementing this method at LSE

If you’re considering using oral presentations as an assessment,  this resource  offers more specific information, pedagogic and practical, about implementing the method at LSE. This resource is password protected to LSE staff.

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LX / Authentic assessment: an oral pitch

Authentic assessment: an oral pitch

This is a business based technique that can be utilised in many disciplines where persuasive oral language is required. The assessment tasks can be applied to real world settings.

On this page:

Outcomes of the assessment, creating an oral pitch, assessing the oral pitch, uts mba case study, what research tells us.

• Argue a point to a specified audience using appropriate verbal skills
• Present a clearly constructed solution to a problem 
• Review, analyse and reflect upon the success of a presentation through feedback, to inform future opportunities

Suitable for

This can be an individual or group assessment task. It is adaptable to any discipline where a persuasive, short, oral presentation is required.

Assessment type

The assessment can be either formative or summative. It can stand alone but equally scaffold into a larger assessment piece such as a project, a report, a design, a model or prototype, or another larger presentation. A pitch can be an individual, pair or a group assessment. It can be presented face to face, synchronously through Zoom or Teams or asynchronously, using video.

When to introduce

Early in the semester as it can easily scaffold into other more developed assessments.

Time required

What tools you can use.

• Canvas Rich Content Editor
• Presentation tools (MS PowerPoint, Prezi, Canva, Slide Bot) with voice over
• Video recording (Zoom)

A pitch can be videoed using Kaltura and then uploaded into Canvas. A poster design or a visual storyboard can enhance a pitch. Powerpoint, Prezi, Canva, Slide Bot can all be used to enhance your visuals. However, the technology should never distract from the presenter and the clear message.

Guiding principles

• Authentic assessment
• Active learning
• Practice-oriented learning

Attribution

IML, UTS Business School

A pitch is a short, persuasive, intentional presentation of an innovative idea, problem solution, prototype or business proposition directed at a specific audience. Think “Shark Tank” (a reality television program where entrepreneurs pitched their business models to investors). The objective of the pitch is to sway the audience or in essence win them over to; applaud, agree with or invest in your idea.

Preparing a pitch involves thorough understanding of the audience, deliberate framing of the problem and solution, the resources required (the “ask”), and the method by which all of this will be communicated. (Neck, Neck, & Murray, 2020)

Why it’s authentic

The pitch gives students a real-world opportunity to demonstrate a technique that is used widely in the business sector to reach potential investors and to convince an audience of a solution to a real-world problem.

Different types of pitch

Some popular pitches include: 

• the elevator pitch , a brief, persuasive speech that you use to spark interest in a project, product, idea or yourself an elevator pitch can be utilised in any genre but it’s intended to take as long as an elevator ride, 20-30 seconds; 
• the rocket pitch , a three-minute entrepreneurial pitch with slides about an idea with instant audience feedback;  
• the Pixar pitch , based upon the successful animation company of the same name, utilises the narrative of a story (with a guiding framework) that draws the listeners in and continues to engage them as they follow a storyline; 
• The question pitch elicits an active response, engages listeners and encourages them to agree with premise.

A pitch should be brief. Depending on the type of pitch, the length varies from 20-30 seconds (elevator pitch) to 3-5 minutes (Pixar pitch).

Where to include the pitch as an assessment task

• Project-based learning across disciplines
• Business studies for example marketing and advertising
• Innovation and Entrepreneurship subjects
• Career development tasks
• Digital communications subjects
• Problem-solving activities across faculties
• Pitching a book or article idea

How students have responded

Feedback collected from research undertaken in the UK by Smith in 2012 reflected that students enjoyed the pitch as an assessment offering, largely because it addressed a variety of learning styles that were often unaccommodated by regular assessments. Students found the skills and learning experiences undertaken related to and positioned them well for their future careers.

Tips for students

Ensure that your students:

• Rehearse the pitch
• Speak to the listeners(eye contact); avoid reading
• Speak clearly and evenly paced
• Pause for effect and breath
• Make the pitch personable/relatable or use humour
• Create a narrative the listeners can follow and engage them fully.
• Use rhetorical questions
• Leave the audience with a call to action (a quote, a return to your original premise, something to do or think about, a question)

Depending on the discipline, the objective of the pitch should be outlined to ensure students understand the expectations of the facilitator. There are two main components in the pitch: content and delivery. Here is a sample marking guide. This could be fleshed out to create a specific marking rubric.

Marking criteria example

Advanced MBA 21949 Challenge/Opportunity Discovery and Bachelor of Management/Business 21643 Innovation Lab

This professionally integrated subject equips students with the skills, theoretical and analytical knowledge necessary; to examine and solve authentic real-world problems that impact upon industry and society. Students conceive innovative and digital strategies, identify megatrends and potentially provide solutions that transform organisations. Students are encouraged to collaborate creatively. The pitch as a formative assessment task is used in an authentic way whereby students are challenged to convincingly present their solutions, take on feedback and polish their pitch in a final presentation to industry judges, colleagues and mentors.

Interim Oral Pitch (formative assessment)

Challenge: Pitch a solution to a real world problem in groups. Each team gave an ‘elevator pitch’ – 2minutes – addressing two dimensions:

• How desirable is the solution – how much impact would it have?
• How easy to implement – what does it take to make it happen? The lecturer/tutor made a whiteboard matrix, and each participant could put their judgement of where the pitch sat in terms of each dimension. Every team then got instant feedback and an idea of where it was positioned. It was easier to set up, to see and to manage due to the instant feedback tool.

Then in breakout rooms – 2 buddy teams in each – had to play devil’s advocate with each other to really get in-depth feedback – why this idea will fail – how to improve – what worked really well – Students really enjoyed the smaller group feedback and also socially overcame some fatigue as they met new people from random breakout allocation. The lecturer/tutor and mentors popped in to assist.

Shark Tank-style group pitch

Students tend to have very good outcomes from this industry-style pitch, having had feedback from the elevator pitch and learned and developed good pitching presentation skills.

The final group pitch is held as a shark tank style pitch in teams. There are three industry judges, and experts and mentors are able to complete an online poll and use the chat to give instant feedback. As well as the judge’s decision, a people’s choice award is given. Tutors are upskilled to teach students effective pitching skills. This ensures innovative and creative pitch presentations from all groups.

…engaging and worthy problems or questions of importance, in which students must use knowledge to fashion performances effectively and creatively. The tasks are either replicas of or analogous to the kinds of problems faced by adult citizens and consumers or professionals in the field. (Wiggins 1993)

Increasingly students need to feel relevance and connectivity to learning activities and assessment tasks. Authentic assessment enables students to identify a context and recognise that theoretical knowledge has a more complex application when applied to scenarios. As they draw together their knowledge and skills to engage productively and solve problems, their behaviour clearly shows, both to staff and themselves, the level of capacity or competency they have gained. Authenticity is a fundamental characteristic of good assessment practice, and students usually value it highly.

Bosco, A.M., & Ferns, S. (2014). Embedding of Authentic Assessment in Work-Integrated Learning Curriculum. Asia-Pacific Journal Of Cooperative Education, v15(n4), p281-290. Retrieved from https://eric.ed.gov/?id=EJ1113553

Crafting an Elevator Pitch: Introducing Your Company Quickly and Compellingly. Mindtools.com. (2020). Retrieved from https://www.mindtools.com/pages/article/elevator-pitch.htm.

Herrington, J., Reeves, T., & Oliver, R. (2010). A guide to authentic e – learning. Retrieved from http://authenticlearning.info/DesignBasedResearch/Design-based_research_files/Chapter9Researching.pdf

Neck, H., Neck, C., & Murray, E. (2020) Entrepreneurship the practice and mindset. Retrieved from https://edge.sagepub.com/neckentrepreneurship/student-resources/chapter-16/learning-objectives

Smith, M. (2012). Improving student engagement with employability: the project pitch assessment. Planet,26(1), 2-7. doi: 10.11120/plan.2012.00260002

Wiggins, G. P. (1993). The Jossey-Bass education series. Assessing student performance: Exploring the purpose and limits of testing. Jossey-Bass. Retrieved from https://psycnet.apa.org/record/1993-98969-000

Citation and attribution

Wehr, D., Randhawa, K (2020). “Authentic assessment: An Oral Pitch ” in Adaptable Resources for Teaching with Technology, LX.Lab, Institute for Interactive Media & Learning, University of Technology, Sydney.

“Authentic assessment: An Oral Pitch” by Dimity Wehr, and Krithika Randhawa, in Adaptable Resources for Teaching with Technology by Institute for Interactive Media & Learning, University of Technology, Sydney. Available under Creative Commons Licence Attribution-NonCommercial-ShareAlike 4.0 International

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Formative, summative or diagnostic assessment? A guide

An introduction to three of the key forms of assessment along with how they can be applied in the classroom

Alejandra Govea Garza

.css-76pyzs{margin-right:0.25rem;} ,, adriana gonzález nava, paulo mendoza rivera.

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When it comes to evaluating students’ learning, teachers have a wide range of activities and methods at their disposal, although they must be sure to select the type of assessment that fits best with their instructional needs. Here, we present information about three key modes of assessment: diagnostic, formative and summative.

Diagnostic assessment

Diagnostic evaluations are typically short tests given at the beginning and/or end of a course that allow a teacher to gauge what students know about a topic. This information can be particularly useful at the start of a course because the teacher can then plan accordingly and make instructional changes or adjustments to the upcoming course.

Diagnostic assessments do not typically count towards the final grade, and it can also be used as a metacognitive method so that students can become aware of their own knowledge level.

• Tips to make student evaluation fairer for teachers
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• How to design low-stakes authentic assessment that promotes academic integrity

Diagnostic assessments can come in many shapes and sizes. The most common is a standard quiz or test, and it is crucial to carefully select questions that provide a general overview of the course or topic. Alternatively, students could be required to design a mind map about a topic or participate in a one-on-one interview or group discussion.

Diagnostic assessment can also take the form of problem-solving, although this is a more difficult method to apply, since ascertaining students’ level can be harder when they have been asked to solve a specific problem or situation. When using problem-solving, the teacher should focus on what the students are doing well as they attempt to solve the problem while also identifying areas in which they are lacking.

Formative assessment

Formative assessment sees the teacher carrying out small evaluations frequently during the course to collect evidence of progress or areas of difficulty for each student. The types of assessment used here are typically low-stakes items of work such as quizzes, one-minute reflective writing assignments or group work.

Based on the information gathered, the teacher can provide feedback, try to improve performance, motivate and assist students, as well as make adjustments to teaching strategies if needed.

To give feedback, the teacher can use synchronous sessions in Zoom, Teams or Socrative, or they might record videos or audio with specific recommendations. They can also promote reflection through self and/or peer assessment using Teammates, Google Forms or Survey Monkey.

Some benefits of formative assessment are that it can encourage students to play an active role in their learning process and involve them in metacognition activities. It also promotes self-regulation and strengthens student autonomy at the same time as encouraging interaction between teacher and student.

Summative assessment

Summative assessment is typically carried out at the end of a teaching and learning process and is thus usually seen as the means to measure “how much” a student has learned on the course or module. In many cases, summative assessment takes the form of an original, written piece such as a narrative or analytical essay. Other options include: a performance-based assessment, in which learners are required to carry out an activity or task; oral assessment, where learners create and present an oral piece, such as a speech or presentation; or a standardised assessment, where learners take an exam based on the course or subject.

Benefits of summative assessment are that it provides a final grade for a learner, which is often required by the institution, and also gives learners something to aim for, which can keep them motivated. It can also help teachers identify weaker areas in the learning process and thus understand which topics need more attention based on student outcomes.

Across all three types of assessment a variety of online applications can be used. These include Genially, Wooclap, Google Forms, Quizlet and Socrative; with these apps you can easily create interactive activities, from multiple-choice quizzes to crossword puzzles and much more. 

The three different types of assessment are often useful and/or necessary at different points in the learning process to help teachers understand their students’ previous level, the knowledge they have at any given moment or what they have learned by the end of a course. These days, educators can take advantage of a variety of tools such as real-time polls, drag-and-drop interactions, branching dialogue simulations and more.

Finally, remember that it is important to let students know the types of assessment being used, the strategies and instruments through which their learning will be evaluated and how they can/will receive feedback or advice.

Alejandra Govea Garza, Adriana González Nava and Paulo Mendoza Rivera are instructional designers at the Monterrey Institute of Technology, Mexico.

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Study information

• Study Information
• Module Information

Global Girlhoods in Film and Television

Module description.

This module explores the ‘hypervisibility’ of the girl as a protagonist in contemporary global cinema and television that cuts across the divides of popular/art-house, Western/non Western, and north/south. The figure of the girl is frequently aligned with particular anxieties about gender violence and sexualisation, as well as changing gender and sexual identities. However, more broadly she often acts as a barometer of broader social change, from anxieties about the flow of capital to political futures. You will think about how these themes recur, and ask to what extent and how a global cinematic and televisual language of girlhood is emerging.

Module aims - intentions of the module

The module will introduce you to the study of gender in a global context, comparing a range of methodological approaches, but drawing particularly on theory from Girlhood, Feminist, and Film and Television Studies. We will consider the representation of the girl in cinematic history to interrogate what are the conditions of her claimed ‘hypervisibility’ today. You will be introduced to the potential and the limits of the postfeminist framework as a mode of approach, and will explore its resonance in examples from North and South America, Asia, Africa, and Europe. There will be a particular emphasis on learning how to set detailed textual readings in the context of broader industrial questions:

• Who makes and produces films about girls? How is the ‘girl film’ marketed, and to whom?
• How do representations travel and how do audiences respond to these representations across diverse national contexts?
• What are the conditions of female performance in cinema?
• What forms and approaches to film-making prevail in the representation of girlhood?

You will explore these questions through a series of thematic case studies, through which global/local variations and constants will be traced. You will be encouraged to draw upon your own examples in assessment for the module, and you will also have the opportunity to learn how to make a video essay, and to develop other creative responses to the module.

Intended Learning Outcomes (ILOs)

Ilo: module-specific skills.

On successfully completing the module you will be able to...

• 1. Demonstrate an advanced appreciation of the critical debates around issues of girlhood and feminism in global cinema;
• 2. Demonstrate an advanced capacity to connect the formal analysis of film to the broader conceptual questions raised by the module;

ILO: Discipline-specific skills

• 3. Demonstrate advanced and autonomous skills in the research, evaluation and application of relevant critical, theoretical and historical materials for the study of film;
• 4. Demonstrate a sophisticated and intellectually mature ability to analyse films of different origins and to relate their concerns and their modes of expression to their context;

ILO: Personal and key skills

• 5. Through essay-writing and other assignments, demonstrate advanced research and bibliographic skills, an advanced and intellectually mature capacity to construct a coherent, substantiated argument and to write clear and correct prose.
• 6. Through research and essay writing demonstrate an advanced and intellectually mature capacity to question assumptions, to distinguish between fact and opinion, and to critically reflect on their own learning process.

Syllabus plan

Weeks 1-4: Theories of Contemporary Girlhood and the Girl in Cinema and Television History

Weeks 5-11: Case Studies

The following are examples of the kinds of case study approaches the module might take in subsequent weeks, but the choice of themes and texts will depend upon staff research orientation. All films and television selected for study will be subtitled in English.

• International blockbusters: Barbie (Gerwig, 2023, USA)
• The rise of the ‘girl’ auteur: Céline Sciamma ( Petite Maman , 2021, France); Sofia Coppola ( Priscilla , 2023, USA)
• Co-productions, streaming platforms and transnational markets: My Brilliant Friend (Sky/RAI, 2020-, Italy); Euphoria (2019-, HBO, US)
• Performance and Casting: A Chiara (Carpignano, 2018, Italy); Kakera: A piece of our life (Ando, 2008, Japan)
• Genres of Resistance and Resilience: Wadjda (Al-Mansour, 2012, Saudi Arabia); The Little Girl Who Sold the Sun (Djibril Diop Mambéty, 1999, Senegal); Ixcanul (Bustamante, 2015, Guatamala); The Florida Project (Baker, 2017, USA)
• Political cinema: Consent and #Metoo: The Holy Girl (Martel, 2004, Argentina); How to Have Sex (Molly Manning Walker, 2023, UK)
• Political cinema: Who is girlhood for? Ma vie en rose (Alain Berliner, 1997, Belgium); 200 species of bees (Estibaliz Urresola Solagure, 2023, Spain)

Learning activities and teaching methods (given in hours of study time)

Details of learning activities and teaching methods, formative assessment, summative assessment (% of credit), details of summative assessment, details of re-assessment (where required by referral or deferral), re-assessment notes.

Deferral – if you miss an assessment for certificated reasons judged acceptable by the Mitigation Committee, you will normally be either deferred in the assessment or an extension may be granted. The mark given for a re-assessment taken as a result of deferral will not be capped and will be treated as it would be if it were your first attempt at the assessment.

Referral – if you have failed the module overall (i.e. a final overall module mark of less than 50%) you will be required to redo the assessment(s) as defined above. If you are successful on referral, your overall module mark will be capped at 50%.

Indicative learning resources - Basic reading

• Sam Colling, The Aesthetic Pleasures of Girl Teen Film (Bloomsbury, 2017).  
• Catherine Driscoll, Girls: Feminine Adolescence in Popular Culture and Critical Theory (New York: Columbia U Press, 2002)
• Ros Gill, ‘Postfeminist media culture: Elements of a sensibility’, European Journal of Cultural Studies 10:2 (May 2007), 147-166
• Marnina Gonick, Emma Renold, Jessica Ringrose and Lisa Weems, ‘Rethinking Agency and Resistance: What Comes After Girl Power?’ in Girlhood Studies 2 (2), Winter, 2009, 1-9
• Fiona Handyside and Kate Taylor-Jones, eds, International Cinema and the Girl: Local Issues, Transnational Contexts (New York: Palgrave, 2016)
• Catherine McDermott, Feel-Bad Postfeminism: Impasse, Resilience and Female Subjectivity in Popular Culture (Bloomsbury, 2022).
• Angela McRobbie, The Aftermath of Feminism (London: Sage, 2009)
• Diane Negra and Yvonne Tasker, Interrogating Postfeminism: Gender and the Politics of Popular Culture , Negra and Tasker, eds (Duke University Press, 2007)
• Sarah Projansky, Spectacular Girls (NYUP, 2014)
• Kathleen Rowe Karlyn, Unruly Girls, Unrepentant Mothers: Redefining Feminism on Screen ( University of Texas Press, 2011)
• Monica Swindle, ‘Feeling Girl, Girling Feeling: An Examination of "Girl" as Affect’, Rhizomes 22  http://www.rhizomes.net/issue22/swindle.html
• Alison Winch, Girlfriends and Postfeminist Sisterhood (Palgrave, 2013)

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• Open access
• Published: 05 June 2024

Experiences of medical students and faculty regarding the use of long case as a formative assessment method at a tertiary care teaching hospital in a low resource setting: a qualitative study

• Jacob Kumakech 1 ,
• Ian Guyton Munabi 2 ,
• Aloysius Gonzaga Mubuuke 3 &
• Sarah Kiguli 4  

BMC Medical Education volume  24 , Article number:  621 ( 2024 ) Cite this article

26 Accesses

Metrics details

Introduction

The long case is used to assess medical students’ proficiency in performing clinical tasks. As a formative assessment, the purpose is to offer feedback on performance, aiming to enhance and expedite clinical learning. The long case stands out as one of the primary formative assessment methods for clinical clerkship in low-resource settings but has received little attention in the literature.

To explore the experiences of medical students and faculty regarding the use of the Long Case Study as a formative assessment method at a tertiary care teaching hospital in a low-resource setting.

Methodology

A qualitative study design was used. The study was conducted at Makerere University, a low-resource setting. The study participants were third- and fifth-year medical students as well as lecturers. Purposive sampling was utilized to recruit participants. Data collection comprised six Focus Group Discussions with students and five Key Informant Interviews with lecturers. The qualitative data were analyzed by inductive thematic analysis.

Three themes emerged from the study: ward placement, case presentation, and case assessment and feedback. The findings revealed that students conduct their long cases at patients’ bedside within specific wards/units assigned for the entire clerkship. Effective supervision, feedback, and marks were highlighted as crucial practices that positively impact the learning process. However, challenges such as insufficient orientation to the long case, the super-specialization of the hospital wards, pressure to hunt for marks, and inadequate feedback practices were identified.

The long case offers students exposure to real patients in a clinical setting. However, in tertiary care teaching hospitals, it’s crucial to ensure proper design and implementation of this practice to enable students’ exposure to a variety of cases. Adequate and effective supervision and feedback create valuable opportunities for each learner to present cases and receive corrections.

Peer Review reports

The long case serves as an authentic assessment method for evaluating medical students’ competence in clinical tasks [ 1 ]. This form of assessment requires students to independently spend time with patients taking their medical history, conducting physical examinations, and formulating diagnosis and management plans. Subsequently, students present their findings to senior clinicians for discussion and questioning [ 2 , 3 ]. While developed countries increasingly adopt simulation-based assessments for formative evaluation, logistical challenges hinder the widespread use of such methods in developing countries [ 4 ]. Consequently, the low-resource countries heavily rely on real patient encounters for formative assessment. The long case is one such method predominantly used as a primary formative assessment method during clinical clerkship and offers a great opportunity for feedback [ 5 ]. The assessment grounds students’ learning into practice by providing them with rich opportunities to interact with patients and have the feel of medical practice. The long case thus bridges the gap between theory and practice, immersing students in the real tasks of a physician [ 1 ]. The complexity of clinical scenarios and the anxiety associated with patient encounters may not be well replicated in simulation-based assessments because diseases often have atypical presentations not found in textbooks. Assessment methods should thus utilize authentic learning experiences to provide learners with applications of learning that they would expect to encounter in real life [ 6 ]. This requires medical education and the curriculum to focus attention on assessment because it plays a significant role in driving learning [ 7 ]. The long case thus remains crucial in medical education as one of the best ways of preparing for practice. It exposes the student repeatedly to taking medical history, examining patients, making clinical judgments, deciding treatment plans, and collaborating with senior clinicians.

The long case, however, has faced significant criticism in the medical education literature due to perceived psychometric deficiencies [ 8 , 9 , 10 ]. Consequently, many universities have begun to adopt assessment methods that yield more reliable and easily defensible results [ 2 ] due to concerns over the low reliability, generalizability, and validity of the long case, coupled with rising litigations and student appeals [ 11 , 12 ]. Despite these shortcomings, the long case remains an educationally valuable assessment tool that provides diagnostic feedback essential for the learning process during clinical clerkship [ 13 ]. Teachers can utilize long-case results to pinpoint neglected areas or teaching deficiencies and align with course outcomes.

However, there is a paucity of research into the long case as a formative assessment tool. A few studies conducted in developed countries highlighted its role in promoting a holistic approach to patient care, fostering students’ clinical skills, and a driving force for students to spend time with patients [ 2 , 13 ], . There is a notable absence of literature on the use of long case as a formative assessment method in low-resource countries, and no published work is available at Makerere University where it has been used for decades. This underscores the importance of conducting research in this area to provide insight into the effectiveness, challenges, and potentials for improvement. Therefore, this study aimed to investigate the experiences of medical students and faculty regarding the utilization of the long case as a formative assessment method within the context of a tertiary care teaching hospital in a low-resource setting.

Study design

This was an exploratory qualitative study.

Study setting

The research was conducted at Makerere University within the Department of Internal Medicine. The Bachelor of Medicine and Bachelor of Surgery (MBChB) degree at Makerere University is a five-year program with the first two years for pre-clinical (biomedical Sciences) course and the last three years dedicated to clinical clerkship. Medical students do Internal Medicine clerkships in third- and fifth-year at the two tertiary teaching hospitals namely; Mulago and Kiruddu National Referral Hospitals. The students are introduced to the long case in third-year as Junior Clerks and later in the fifth-year as Senior Clerks. During clerkship, students are assigned to various medical wards, where they interact with patients, take medical history from them, perform physical examinations, and develop diagnosis and management plans. Subsequently, students present their long cases to lecturers or postgraduate students, often in the presence of their peers, followed by feedback and comprehensive case discussions. Students are afforded ample time to prepare and present their cases during ward rounds, at their discretion. The students are formatively assessed and a mark is awarded on a scale of one to ten in the student’s logbook. Each student is required to make a minimum of ten long cases over the seven weeks of clerkship.

Study participants

The study participants were third- and fifth-year medical students who had completed junior and senior clerkship respectively, as well as lecturers who possessed at least five years of experience with the long case. The participants were selected through purposive sampling. The sample size for the study was determined by data saturation.

Data collection

Data were collected through Focus Group Discussions (FGDs) and Key Informant Interviews (KIIs). A total of 36 medical students participated in FGDs, reflecting on their experiences with the long case. Five faculty members participated in individual KIIs. The students were mobilized by their class representative and a brief recruitment presentation was made at the study site while the lecturers were approached via email and telephone invitation.

Six FGDs were conducted, three for junior clerks and three for senior clerks. Each FGD comprised of 5–7 participants with balanced male and female gender representation. Data saturation was achieved by the fifth FGD, at which point no additional new information emerged. A research assistant proficient in qualitative research methods moderated the FGDs. The discussions lasted between 55 min and 1 h 10 min and were audio recorded. The Principal Investigator attended all the FGDs to document interactions and record his perspectives and non-verbal cues of participants.

Semi-structured KIIs were used to collect data from Internal Medicine faculty. Five KIIs were conducted, and data saturation was achieved by the fourth interview, at which point no new theme emerged. The Principal Investigator conducted the KIIs via Zoom. Each interview lasted between 25 and 50 min and all were audio recorded. A research assistant proficient in qualitative methods attended all the Zoom meetings. The data collected were securely stored on a hard drive and Google Drive with password protection to prevent unauthorized access.

Data analysis

Data analysis was done through inductive thematic analysis method. Following each FGD or KII session, the data collection team listened to the recordings to familiarize themselves with the data and develop general ideas regarding the participants’ perspectives. The data were transcribed verbatim by the researchers to generate text data. Two separate transcripts were generated by the Principal Investigator and a research assistant. The transcripts were then compared and manually reviewed by the research team to compare the accuracy with the audio recordings. After transcript harmonization, data cleaning was done for both FGDs and KIIs transcripts.

The transcribed data from both FGDs and KIIs underwent inductive thematic analysis as aggregated data. This involved initial line-by-line coding, followed by focused coding where the relationships between initial codes were explored and similar codes were grouped. Throughout the analysis, the principle of constant comparison was applied, where emerging codes were compared for similarities and differences.

Study results

Socio-demographics.

A total of 36 medical students participated in the FGDs, comprising 18 junior clerks and 19 senior clerks. The participants were aged between 21 and 25 years except two participants who were aged above 25 (30 and 36 years old). Among the third-year students, there were 10 male and 9 female participants while the fifth-year student comprised of 8 male and 10 female participants.

Five lecturers participated in the Key Informant Interviews, three of whom were females and two male participants. They were aged between 40 and 50 years, and all had over 10 years of experience with the long case. The faculty members included one consultant physician, one associate professor, two senior lecturers, and one lecturer.

Themes that emerged

Three themes emerged from the study: ward placement, case presentations, and case assessment and feedback.

Theme 1: Ward placement

The study findings disclosed that medical students are assigned to specific wards for the duration of their clerkship. The specialization of medical wards was found to significantly restrict students’ exposure to limited disease conditions found only in their allocated ward.

With the super-specialization of the units, there is some bias on what they do learn; if a particular group is rotating on the cardiology unit, they will obviously have a bias to learn the history and physical exam related to cardiovascular disease (KII 1).

The students, particularly junior clerks, expressed dissatisfaction with the lack of proper and standardized orientation to the long case on the wards. This deficiency led to wastage of time and a feeling of being unwelcome in the clerkship.

Some orient you when you reach the ward but others you reach and you are supposed to pick up on your own. I expect orientation, then taking data from us, what they expect us to do, and what we expect from them, taking us through the clerkship sessions (FGD 4 Participant 1).

Students’ exposure to cases in other wards poses significant challenges; the study found that as some lecturers facilitate visits to different wards for scheduled teaching sessions, others don’t, resulting in missed learning opportunities. Additionally, some lecturers leave the burden on students’ personal initiative to explore cases in other wards.

We actually encourage them to go through the different specialties because when you are faced with a patient, you will not have to choose which one to see and not to see (KII 4).

Imagine landing on a stroke patient when you have been in the infectious disease ward or getting a patient with renal condition when you have been in the endocrinology ward can create problems (FGD 6 Participant 3).

Theme 2 Case presentation

Medical students present their long case to lecturers and postgraduate students. However, participants revealed variations among lecturers regarding their preferences on how they want students to present their cases. While some prefer to listen to the entire history and examination, others prefer only a summary, and some prefer starting from the diagnosis.

The practice varies depending on the lecturer, as everyone does it their own way. There are some, who listen to your history, examination, and diagnosis, and then they go into basic discussion of the case; others want only a summary. Some lecturers come and tell you to start straight away from your diagnosis, and then they start treating you backward (FGD 6 Participant 3).

The students reported limited observation of their skills due a little emphasis placed by examiners on physical examination techniques, as well as not providing the students with the opportunity to propose treatment plans.

When we are doing these physical examinations on the ward no one is seeing you. You present your physical examination findings, but no one saw how you did it. You may think you are doing the right thing during the ward rotations, but actually your skills are bad (FGD 4 Participant 6).

They don’t give us time to propose management plans. The only time they ask for how you manage a patient is during the summative long case, yet during the ward rotation, they were not giving us the freedom to give our opinion on how we would manage the patient.(FGD 2Participant 6).

Supervision was reportedly dependent on the ward to which the student was allocated. Additionally, the participants believe that the large student-to-lecturer ratio negatively affects the opportunity to present.

My experience was different in years three and five. In year three, we had a specialist every day on the ward, but in year five, we would have a specialist every other day, sometimes even once a week. When I compare year five with year three, I think I was even a better doctor in year three than right now (FGD 1 Participant 1).

Clinical training is like nurturing somebody to behave or conduct themselves in a certain way. Therefore, if the numbers are large, the impacts per person decrease, and the quality decreases (KII 5).

Theme C: Case assessment and feedback

The study found that a student’s long case is assessed both during the case presentation on the ward and through the case write-up, with marks awarded accordingly.

They present to the supervisor and then also write it up, so at a later time you also mark the sheet where they have written up the cases; so they are assessed at presentation and write up (KII 2).

The mark awarded was reportedly a significant motivator for students to visit wards and clerk patients, but students also believe that the pressure to hunt for marks tends to override the goal of the formative assessment.

Your goal there is to learn, but most of us go with the goal of getting signatures; signature-based learning. The learning, you realize probably comes on later if you have the individual morale to go and learn (FGD 1 participant 1).

Feedback is an integral part of any formative assessment. While students receive feedback from lecturers, the participants were concerned about the absence of a formal channel for soliciting feedback from students.

Of course, teachers provide feedback to students because it is a normal part of teaching. However, it is not a common routine to solicit feedback about how teaching has gone. So maybe that is something that needs to be improved so that we know if we have been effective teachers (KII 3).

Whereas the feedback intrigues students to read more to compensate for their knowledge gap, they decried several encounters with demeaning, intimidating, insulting, demotivating, and embarrassing feedback from assessors.

Since we are given a specific target of case presentation we are supposed to make in my training , if I make the ten, I wouldn’t want to present again. Why would I receive other negative comments for nothing? They truly have a personality effect on the student, and students feel low self-esteem (FGD 1, Participant 4).

This study aimed to investigate the experiences of medical students and faculty regarding the use of the long case as a formative assessment method at a tertiary care teaching hospital in a low-resource setting. This qualitative research provides valuable insights into the current practices surrounding the long case as a formative assessment method in such a setting.

The study highlighted the patient bedside as the primary learning environment for medical students. Bedside teaching plays a crucial role in fostering the development of skills such as history-taking and physical examination, as well as modeling professional behaviors and directly observing learners [ 14 , 15 ]. However, the specialization of wards in tertiary hospitals means that students may not be exposed to certain conditions found in other wards. This lack of exposure can lead to issues of case specificity, which has been reported in various literature as a cause of low reliability and generalizability of the long case [ 16 , 17 ]. Participants in the study expressed feeling like pseudo-specialists based on their ward allocations. This is partly attributed to missing scheduled teachings and poor management of opportunities to clerk and present patients on other wards. Addressing these challenges is essential for enhancing the effectiveness of the long case as a formative assessment method in medical education.

Proper orientation at the beginning of a clerkship is crucial for clarifying the structure and organization, defining students’ roles, and providing insights into clinical supervisors’ perspectives [ 18 ]. However, the study revealed that orientation into the long case was unsatisfactory, resulting in time wastage and potentially hindering learning. Effective orientation requires dedicated time and should involve defining expectations and goals, as well as guiding students through the steps of history-taking and physical examination during the initial weeks of the rotation. Contrary to this ideal approach, the medical students reported being taken through systemic examinations when the clerkship was nearing its end, highlighting a significant gap in the orientation process. Proper orientation is very important since previous studies have also documented the positive impact of orientation on student performance [ 19 ]. Therefore, addressing the shortcomings in orientation practices identified in this study is essential for optimizing learning outcomes and ensuring that students are adequately prepared to engage in the long case.

There was reportedly a significant variation in the way students present their long cases, with some lecturers preferring only a case summary, while others expect a complete presentation or begin with a diagnosis. While this diversity in learning styles may expose students to both familiar and unfamiliar approaches, providing a balance of comfort and tension [ 20 ], it’s essential for students to first be exposed to familiar methods before transitioning to less familiar ones to expand their ability to use diverse learning styles. The variation observed in this context may be attributed to time constraints, as lecturers may aim to accommodate the large number of students within the available time. Additionally, a lack of standardized practices could also contribute to this variation. Therefore, there is a pressing need for standardized long-case practices to ensure a consistent experience for students and to meet the desired goals of the assessment. Standardizing the long case practice would not only provide a uniform experience for students but also enhance the reliability, validity, and perception of fairness of the assessment [ 9 , 21 ]. It would ensure that all students are evaluated using the same criteria, reducing potential biases and disparities in grading. Additionally, standardized practices facilitate better alignment with learning objectives and promote more effective feedback mechanisms [ 22 ].

Related to the above, students reported limited observation of skills and little emphasis placed on them to learn physical examination techniques. This finding resonates with the research conducted by Abdalla and Shorbagi in 2018, where many students reported a lack of observation during history-taking and physical examination [ 23 ]. The importance of observation is underscored by the fact that students often avoid conducting physical examinations, as highlighted in Pavlakis & Laurent’s study among postgraduate trainees in 2001 [ 24 ]. This study sheds more light on the critical role of observation in forcing medical students to master clinical assessment and practical skills. The study also uncovered that students are rarely given the opportunity to propose management plans during case presentations, which hampers their confidence and learning of clinical decision-making. These findings likely stem from the large student-to-lecturer ratio and little attention given to these aspects of the long case during the planning of the assessment method. The result is students not receiving the necessary guidance and support to develop their clinical and decision-making skills. Therefore, addressing these issues by putting more emphasis on observation of student-patient interaction, management plan, and having a smaller student group is vital to ensure that medical students receive comprehensive training and are adequately prepared for their future roles as physicians.

The study found that the marks awarded for the long case serve as the primary motivator for students. This finding aligns with previous research indicating that the knowledge that each long case is part of assessment drives students to perform their duties diligently [ 2 , 25 ]. It underscores the crucial role that assessment plays in driving learning processes. However, the pressures to obtain marks and signatures reportedly hinder students’ engagement in learning. This could be attributed to instances where some lecturers relax on supervision or are absent, leaving students to struggle to find someone to assess them. Inadequate supervision by attending physicians has been identified in prior studies as one of the causes of insufficient clinical experience [ 26 ], something that need to be dealt with diligently. While the marks awarded are a motivating factor, it is essential to understand other underlying motivations of medical students to engage in the long case and their impact on the learning process.

Feedback is crucial for the long case to fulfill its role as an assessment for learning. The study participants reported that feedback is provided promptly as students present their cases. This immediate feedback is essential for identifying errors and learning appropriate skills to enhance subsequent performance. However, the feedback process appears to be unilateral, with students receiving feedback from lecturers but lacking a structured mechanism for providing feedback themselves. One reason for the lack of student feedback may be a perceived intimidating approach from lecturers which discourages students from offering their input. It is thus important to establish a conducive environment where students feel comfortable providing feedback without fear of negative repercussions. The study underscores the significance of feedback from students in improving the learning process. This aligns with the findings of Hattie and Timperley (2007), who emphasized that feedback received from learners contributes significantly to improvements in student learning [ 27 ]. Therefore, it is essential to implement strategies to encourage and facilitate bidirectional feedback between students and lecturers in the context of the long case assessment. This could involve creating formal channels for students to provide feedback anonymously or in a structured format, fostering open communication, and addressing any perceived barriers to feedback exchange [ 28 ]. By promoting a culture of feedback reciprocity, educators can enhance the effectiveness of the long case as an assessment tool.

Conclusions

In conclusion, the long case remains a cornerstone of formative assessment during clerkship in many medical schools, particularly in low-resource countries. However, its effectiveness is challenged by limitations such as case specificity in tertiary care hospitals, which can affect the assessment’s reliability and generalizability. The practice of awarding marks in formative assessment serves as a strong motivator for students but also creates tension, especially when there is inadequate contact with lecturers. This can lead to a focus on hunting for marks at the expense of genuine learning. Thus adequate supervision and feedback practices are vital for ensuring the success of the long case as an assessment for learning.

Furthermore, there is a need to foster standardized long case practice to ensure that scheduled learning activities are completed and that all students clerk and present patients with different conditions from various wards. This will promote accountability among both lecturers and students and ensure a consistent and uniform experience with the long case as an assessment for learning, regardless of the ward a student is assigned.

Data availability

The data supporting the study results of this article can be accessed from the Makerere University repository, titled “Perceptions of Medical Students and Lecturers of the Long Case Practices as Formative Assessment in Internal Medicine Clerkship at Makerere University,” available on DSpace. The identifier is http://hdl.handle.net/10570/13032 . Additionally, the raw data are securely stored with the researchers in Google Drive.

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This research was supported by the Fogarty International Centre of the National Institute of Health under award number 1R25TW011213. The content is solely the responsibility of the author and does not necessarily represent the official views of the National Institute of Health.

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JK contributed to the conception and design of the study, as well as the acquisition, analysis, and interpretation of the data. He also drafted the initial version of the work and approved the submitted version. He agrees to be personally accountable for his contribution and to ensure that any questions related to the accuracy or integrity of any part of the work, even those in which he was not personally involved, are appropriately investigated and resolved, with the resolution documented in the literature.IMG contributed to the analysis and interpretation of the data. He also made major corrections to the first draft of the manuscript and approved the submitted version. He agrees to be personally accountable for his contribution and to ensure that any questions related to the accuracy or integrity of any part of the work, even those in which he was not personally involved, are appropriately investigated and resolved, with the resolution documented in the literature.MA contributed to the analysis and interpretation of the data. He made major corrections to the first draft of the manuscript and approved the submitted version. He agrees to be personally accountable for his contribution and to ensure that any questions related to the accuracy or integrity of any part of the work, even those in which he was not personally involved, are appropriately investigated and resolved, with the resolution documented in the literature.SK made major corrections to the first draft and the final corrections for the submitted version of the work. She agrees to be personally accountable for her contribution and to ensure that any questions related to the accuracy or integrity of any part of the work, even those in which she was not personally involved, are appropriately investigated and resolved, with the resolution documented in the literature.

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Kumakech, J., Munabi, I.G., Mubuuke, A.G. et al. Experiences of medical students and faculty regarding the use of long case as a formative assessment method at a tertiary care teaching hospital in a low resource setting: a qualitative study. BMC Med Educ 24 , 621 (2024). https://doi.org/10.1186/s12909-024-05589-7

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Received : 04 April 2024

Accepted : 22 May 2024

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DOI : https://doi.org/10.1186/s12909-024-05589-7

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