Review the checklist below of tasks to complete during your role as a preceptor. Open and print out this PDF version of the checklist so you can use it on-the-job.
Before the Learner Arrives
- Review the course objectives and evaluation form.
- Identify your own expectations as a preceptor.
- Solicit staff help in orienting your student.
- Set time(s) to meet with your student.
As the Learner Arrives
- Orient your student to the practice, community, and their rotation.
- Assess your student’s level and background.
- Meet with your student to discuss school, their and your expectations for the rotation.
- Agree on 5-7 rotation objectives.
- Communicate with other staff members the student’s objectives so that they can include them in discussions about relevant cases.
During the Rotation
- Refer to expectations and rotation objectives as you provide learner feedback on cases presented, during daily de-briefing and evaluation sessions.
- Connect with staff to ensure that your student has had the opportunity to discuss relevant cases with them.
At the End of the Rotation
- Refer to expectations and rotations objectives as you review your student’s evaluation with them.
- Collect feedback and note any changes needed for your student to increase the likelihood of successful future rotations. 
 MAHEC Office of Regional Primary care Education’s “Setting Expectations: An Educational Monograph for Community-Based Teachers”