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Teacher Tips: Staying Present While Stepping Back

Teaching problem solving and helping build independence in new phlebotomists.

by Shanise Keith

Back when I was teaching my phlebotomy program, there was a moment in every phlebotomy student’s training that I would look forward to. They’d just missed a vein, and instead of looking at me with panic or waiting for me to swoop in, they automatically started palpating again, adjusting their angle, thinking through their next move. They were troubleshooting on their own. And I was standing right there beside them, ready to help if they needed it, but, I was often proudly watching them work through the problem themselves.

That’s the goal - not students who can perform perfectly under constant direction, but students who can think like phlebotomists. Students who can problem-solve, adjust, and figure things out when their instructor, mentor, or trainer isn’t standing next to them. Because when they graduate and hit the floor, you won’t be there to prompt “now what?”

But here’s what that progression does NOT look like: withdrawing support, getting annoyed with questions, or leaving students to sink or swim. I’ve heard instructors say things like “I’m not your babysitter, go figure it out” or “I’m not here to hold your hand,” and I hate that mentality. Building independence doesn’t mean abandoning your students or making them feel stupid for asking questions. Students should always - ALWAYS - feel they can come to you for help, whether it’s their first day of training or the day before they complete their program.

What it does mean is gradually shifting from giving answers to helping them find answers, while maintaining your role as their support and their cheerleader throughout their entire training.

The Early Stage: Maximum Support, Zero Shame

In the beginning of training, students need you to be directive. This isn’t the time for Socratic questioning or “what do you think?” - they literally don’t know yet, and asking them to guess can create anxiety.

When a student’s angle was too shallow, I’d tell them: “Your angle is too shallow. See how my hand is positioned? Try matching that angle.” When they missed a vein, I walked them through the redirect step by step: “Okay, the vein rolled because we didn’t anchor enough. Let’s palpate again. Feel where it went? Now we’re going to redirect at this angle, and I want you to pull the skin tighter this time. I’m right here with you.”

I was as hands-on as they needed me to be. If they needed me to help stabilize their hand for the first few sticks, I did it. If they needed me to stand right next to them and narrate every step, I did it. If they wanted to ask me the same question five times, I answered it five times with the same patience I had the first time.

This early phase is about building both technique and psychological safety. They need to learn proper form, but they also need to learn that their training environment is a place where help is always available, questions are always welcome, and making mistakes is part of learning.

The Middle Stage: From Telling to Asking

As students progress into the middle stage of their training, I start asking questions instead of immediately providing answers. But this isn’t a test, and it isn’t about making them feel put on the spot. It’s about helping them develop their own clinical reasoning.

After a draw, instead of immediately pointing out what went wrong, I might ask: “What do you think happened there?” If they could identify the problem - “I think I went too shallow” or “I stuck too slow” - I’d confirm it and we’d talk through prevention strategies together. If they were close but not quite right, I’d guide them: “You’re on the right track. Think about what happened right when you inserted - did you feel anything different?”

But here’s the critical part: I read the room. If I could tell they had no clue, or if they were getting anxious, or if we were in front of a patient or their classmates, I didn’t leave them hanging (for too long). A few moments to see if they can come up with an answer. If not, I answered the question myself and explained in detail. “You went a little too shallow on that one. Could you see how the needle was barely under the skin? Let’s talk about how to judge depth better.” There was zero disappointment in my voice, zero frustration. Just problem-solving and moving forward.

And I always - always - started with something they did well. “Your site selection was perfect, and I loved how you explained the procedure to the patient.” “Your speed was excellent that time, we just need to work a little more on accuracy.” “The only thing we need to adjust is your angle of insertion. Let’s try it again and I’ll watch specifically for that.”

This phase is about building their confidence in their own judgment while making it crystal clear that asking for help is still completely fine. If a student said “I’m not sure what I did wrong, can you tell me?” my response was “Absolutely, let’s look at it together.” Try to avoid comments like “You should know this by now” or “Try to figure it out yourself first.” That’s how you shut down learning.

The Late Stage: Supervised Independence

By the later stages of training, something beautiful starts happening. Students miss a vein and automatically start troubleshooting. They don’t wait for me to prompt them - they palpate, they assess, they decide whether to redirect or restick. They catch their own mistakes mid-draw. “Oh wait, I grabbed the wrong tube” or “The vein rolled just to the left” - and they’d fix it themselves.

My role shifted to observation and catching the things they couldn’t see yet. I watched for patterns they didn’t recognize, potential problems they hadn’t learned to anticipate, and those moments where muscle memory hadn’t quite caught up to knowledge yet. Sometimes it’s really simple things that just need some reinforcement.

But I was still right there. Still available. Still answering questions with the same patience I had in the early stages. The difference was the types of questions they were asking. Instead of “What do I do if I miss?” it became “I got some blood in the first tube, but the second one doesn’t want to fill. There’s no hematoma - what’s happening? The questions become more nuanced, more clinical, more sophisticated. That’s growth. Then we can talk more about valves, or the bevel suctioning to the roof of the vein, or tubes that may have lost their vacuum.

When I do need to intervene - maybe it’s because they were about to make a safety error or I could see they were genuinely stuck - I lead with a question (if possible), “Why do you think it’s not working?” “Did you palpate for the vein after it rolled?” “What do you think you should do next?” If they answer correctly, then great, encourage them to proceed. If they don’t, then something like “You got your flash, but no blood is coming out. You aren’t too shallow. What can you try to do?” Hopefully they will be able to think through the situation and come up with the solution to back up the needle to see if that fixes the problem. If they aren’t sure then I will instruct them to do whatever is needed – Think coaching… lead them to try to find the solution themselves when you can.

How to Know When to Step In (And When to Step Back)

The art of teaching, mentoring, or training is knowing when students need you to intervene and when they need space to work through something on their own. Here’s how I look at it:

Always step in immediately:

Step in quickly:

Give them space to work through it:

The key is reading the difference between productive struggle and destructive frustration. Productive struggle looks like concentration, trying different approaches, and slow progress. Destructive frustration looks like panic, shutting down, or that defeated slump of the shoulders. When you see destructive frustration, step in with kindness, encouragement, and specific help.

Questions Are Always Welcome - No Matter What

Let me be absolutely clear about something: students should never, ever feel that asking questions is a burden or a sign of weakness. The student who asks for help late in their training isn’t regressing - they’re being smart. They’re recognizing their own learning gaps and seeking the information they need. That’s exactly what we want them to do as professionals.

I myself am a “question asker,” and a “double checker.” I often know or suspect that I have the right answer, but I like to hear confirmation of it, or more about the reasoning behind it, or something similar. My least favorite teachers were those who grew annoyed when asked questions, and my favorites were the ones who would teach me something and tell me all about it and let me ask all my questions. That makes sense though right? We should feed curiosity and knowledge, don’t discourage it.

As expectations increase throughout the program or externship, your availability should remain constant. Yes, we’re asking them to think more independently. Yes, we’re building their problem-solving skills. But we’re not withdrawing our support. We’re not getting annoyed when they need us. We’re not making them feel stupid for not knowing something.

Some instructors and preceptors seem to think that tough love or frustration will motivate students to try harder. It can, but it also creates anxiety and fear, which makes technique worse, which creates more mistakes, which creates more anxiety. It’s a spiral that helps no one.

Even when you have a student who seems to be putting in no effort - making the same mistakes over and over, not engaged, clearly not trying - kindness and patience are still critical. You don’t know what’s happening in their life. Maybe they’re dealing with a learning disability they haven’t disclosed. Maybe they’re depressed. Maybe they’re being pressured into this field by family and their heart isn’t in it. Maybe they just need a different teaching approach than what you’ve been using.

That doesn’t mean you accept poor performance indefinitely or pass students who haven’t met standards. But it does mean your default response is always patience, support, and trying to figure out what they need to succeed. And if ultimately they don’t succeed in the program, they should leave knowing you did everything you could to help them.

When Patience Means Changing Your Approach

I’m not saying that patience and kindness mean accepting lack of progress indefinitely or repeating the same explanation over and over when it’s clearly not working. There are of course students who are just not cut out for this line of work. They shouldn’t be given a pass, or so much flexibility that they aren’t held to expectations. I’m just saying that kindness and patience are critical - but so are classroom and clinical standards.

For example: a student who keeps messing up something like tube order despite multiple explanations, I wouldn’t just keep telling them the answer. After a draw where they’d gotten it wrong again, I might ask them to walk me through their thinking. But if they still couldn’t get it, my response would be: “Okay, we’ve talked about this a few times now, and I can see my explanations aren’t quite clicking. This time, instead of me telling you the order of draw for these tubes, I want you to go look it up in your book and come back and show me the correct order with the actual tubes - by color and by name. I want you to explain to me why that’s the correct order.”

This wasn’t punishment. It was changing the teaching strategy. Maybe they learned better by reading than by listening. Maybe they needed to physically handle the tubes while learning the order. Maybe they needed to take ownership of finding the information themselves for it to stick. I was still being patient - my tone was still supportive - but I was putting more responsibility on them to engage with the material.

And if that didn’t work? Then we tried something else. Flashcards. Mnemonics. Writing it out. Testing them verbally before every draw until it became automatic. Connecting them with a tutor or a study group. Whatever it took.

If a student is consistently disengaged - making the same mistakes repeatedly, not putting in effort, not retaining information despite multiple teaching strategies - then yes, there are other interventions. Student improvement plans. Counseling referrals to see if there’s something else going on. Grade cutoffs or competency requirements that reflect whether they’re meeting minimum standards. But even these interventions should come from a place of wanting them to succeed and giving them every reasonable opportunity to get there.

The point is: patience doesn’t mean doing the same thing over and over when it’s not working. It means continuing to believe in the student’s potential while trying different approaches to help them reach it.

What Success Looks Like

When this approach worked - and in my experience, it worked for the vast majority of students - you end up with graduates who can think critically, troubleshoot independently, and still know when to ask for help. They have that voice in their head that prompts “okay, I missed, now what?” because they’ve practiced that thought process with you dozens of times.

They don’t just perform skills; they understand skills. They know why tube order matters, not just what the order is. They know how to assess a difficult vein situation and make smart choices about equipment and technique. They recognize when they’re in over their head and need to escalate.

And perhaps most importantly, they graduate with confidence. Not arrogance, but genuine confidence that comes from having worked through problems with a supportive instructor who believed in them and helped them develop their own problem-solving abilities.

That’s what we’re building toward - not perfection, but competence and confidence. Not robots who can only perform when told exactly what to do, but thinking professionals who can adapt to whatever situation they encounter.

Ultimately

Building independent healthcare workers doesn’t mean backing away from your students. It means evolving how you support them - from giving answers to helping them find answers, from directing every move to guiding their problem-solving process, from telling them what they did wrong to helping them identify and fix problems themselves.

But through every phase, your role as their support and their cheerleader remains constant. They should always feel they can come to you with questions, concerns, or requests for help. That safety net doesn’t disappear just because they’re getting more skilled. Our whole purpose as educators is to be there when needed.

Whether you’re a classroom instructor, a clinical preceptor, or a training supervisor, you’re there to help them succeed. Every question they ask, every time they need reassurance, every moment they need you to jump in and guide them - that’s not a burden. That’s literally the job, and honestly, it’s a privilege.

When you see a graduate successfully troubleshooting a difficult draw on their own, remembering to advocate for their patient, and having the confidence to ask for help when they need it - that’s when you know you got the balance right.


Do you have any tips or experiences you want to share with all us educators? Please do, I love hearing from all of you!

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