Spreadsheet: 0c444ff7-cdfd-4f40-a68d-e534c4571907
Sheet: Sheet1

Unnamed: 0 | Unnamed: 1 | Unnamed: 2 | Unnamed: 3
 |  |  | Legacy Health CME - Joint Sponsorship Course Checklist
 |  |  | Program Activity:
 |  |  | Date(s) of Activity:
 |  |  | Assigned CME Program Coordinator:
Course Director | Support Staff | CME Staff
ANNUAL PLANNING TASKS
X |  |  | Notify the Office of CME of your intention to develop an AMA PRA Category 1 Credit ™ activity
X |  |  | Review CME "What You Need to Know to Get Started" document and CME Application
X |  | X | Review Joint Sponsorship Policy and Agreement
X |  | X | Assess whether it is feasible to proceed with CME Joint Sponsorship request with CME Coordinator
X |  |  | Identify potential committee members, inviting them to serve on the Planning Committee
X | X |  | Identify requesting department staff to provide administrative support
X |  | X | Conduct Conflict of Interest (COI) process for Activity Director and Planning Committee (submit all COI forms with application)
X | X |  | Schedule regular planning meetings
X | X |  | Prepare meeting minutes or notes after each committee meeting to document planning process
X |  | X | Identify professional practice gaps and needs assessment documentation (submit with application)
X |  | X | Review professional practice gaps and needs assessment documentation to outline major topics
X |  | X | Complete CME Activity Application/Reapplication to LH CME for review and approval
X |  | X | Complete Mission Statement Compliance Review and [NAME] (submit with application)
X |  |  | Identify potential faculty and invite
X | X |  | Secure location and dates for the planned activity
X |  | X | Review application/reapplication documentation
FACULTY DEVELOPMENT/CONFLICT OF INTEREST PROCESS
 | X |  | Distribute confirmation packets to all faculty members including the following:
 | X |  | 1) COI Disclosure Form
 | X |  | 2) CME Program Content Form
 | X |  | 3) Speaker Letter of Understanding
 | X |  | 4) Examples of Disclosure Slides
X |  | X | Conduct conflict of interest process following LH CME policy and process. Forward all disclosure information to CME.
 | X |  | Prepare tracking chart to record the receipt of all faculty materials
 |  | X | Enter all COI and activity data into CMEmanger
BUDGET and COMMERCIAL SUPPORT/EXHIBITORS (IF APPLICABLE)
X |  | X | Develop list of potential commercial supporters
 |  | X | LH CME Coordinator makes initial contact and requests for educational grants
X |  | X | Prepare educational LOA grant requests, documents or online grant applications
 |  | X | Monitor status of grants
X | X |  | Request signed Commercial Support Display Agreements
 | X |  | Monitor status of Commercial Support Display Agreements
 | X |  | Identify exhibit schedule, including set-up and breakdown times
 | X |  | Assign exhibit space and notify exhibitors of assigned space
 | X |  | Process speaker expense reimbursements and honoraria
 | X |  | Finalize budget reconciliation
[NAME] (ALL PROMOTIONAL MATERIALS MUST BE APPROVED BY THE LEGACY CME PRIOR TO PRINTING)
X | X |  | Determine overall promotional plan and identify websites/mail & email lists to use for promotional purposes
 | X |  | Prepare/maintain distribution lists
 | X |  | Order mailing lists and email lists from supplier
 | X |  | Draft content of activity flyer including CME accreditation statement, desired outcomes, target audience, program schedule, speakers, titles and affiliation, faculty disclosure information, registration form, commercial support information, etc.
 | X | X | Send all drafts of activity save the date cards and brochures to CME for approval
 | X |  | Coordinate distribution of marketing material in addition to sending 15 copies to CME
 |  | X | Post flyer PDF on LH CME and OMA web sites
PRE CONFERENCE TASKS
 | X |  | Secure articles/copies of Power Point presentations from all faculty
X |  | X | Course Director conducts Clinical Content Reviews for identified presentations and send to CME for review
 | X | X | Send draft of CME Criteria and Commercial Support (if applicable) pages to CME coordinator for approval
 | X |  | Coordinate assembling and printing of syllabus
 | X | X | Create participant sign-in rosters and evaluation forms (submit to CME for approval)
 | X | X | Prepare physician and non-physician certificate templates (submit to CME for approval)
 | X | X | Prepare conference disclosure slide (submit to CME for approval)
 | X |  | Confirm session AV, room set up and catering needs
DAY OF THE SESSION TASKS
X |  |  | Meet and Introduce speakers
 | X |  | Distribute and collect sign-in rosters and evaluations
POST SESSION TASKS
 | X |  | Documents to submit to CME Coordinator (no later than two (2) weeks after conference):
X | X |  | 1) Sign-in Rosters with Attestation
 | X |  | 2) Evaluations
 | X |  | 3) Clinical Content Review and Validation Forms
 | X |  | 4) Documentation of Method of Faculty Disclosure to Attendees
 | X |  | 5) Handouts or syllabus (2 copies)
 | X | X | 6) Final financial report of actual revenue and expenses
 |  | X | Email participant certificates with credits indicated from participants attestations
 |  | X | Summarize evaluations, post on CME shared drive and email PDF to Course Director and support staff
X | X | X | Schedule a follow-up meeting of the Planning Committee to review summarized data
X |  | X | Develop & implement 3 month Post Activity outcomes survey.  Post summary on CME shared drive and email PDF to Course Director and support staff.
CME STAFF SUPPORT
 |  | X | Record and maintain CME credits for participants in database
 |  | X | Provide transcripts/attendance records to individual participants as requested
 |  | X | Provide CME transcripts/attendance records to individual participants upon request
 |  | X | Post approved activity on the CME website calendar