Spreadsheet: 1a3e18c8-0f88-4d74-bd63-49658854d68e
Sheet: Sheet1

Unnamed: 0 | Unnamed: 1 | Unnamed: 2 | Unnamed: 3
 |  |  | Legacy Health CME - Joint Sponsorship RSS 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 documents
X |  | X | Asses whether it is feasible to proceed with CME Joint Sponsorship request with CME Coordinator
X |  | X | Complete CME Activity Application/Reapplication to LH CME for review and approval
X |  | X | Conduct Conflict of Interest (COI) process for Activity Director and Planning Committee (submit with application)
X |  | X | Identify professional practice gaps and needs assessment documentation (submit with application)
X |  | X | Complete Mission Statement Compliance Review and [NAME] (submit with application)
 | X |  | Secure location and dates for planned activity
X |  | X | Review application/reapplication documentation
[NAME] (ALL PROMOTIONAL MATERIALS MUST BE APPROVED BY THE LEGACY CME PRIOR TO PRINTING)
 | X |  | Prepare/maintain distribution lists
 | 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 activity flyer to CME for approval
 | X |  | Coordinate distribution of flyer
 |  | X | Post flyer PDF on LH CME web site
PRE SESSION TASKS
X |  | X | Select topics and faculty to meet identified professional practice gaps
X |  |  | Invite faculty
 | X |  | Distribute confirmation packets to all faculty members including the following information:
 | 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 for all disclosed information.  Provide all disclosure information to CME Coordinator.
X |  | X | Conduct Clinical Content Reviews for identified presentations (provide documentation to CME Coordinator)
 |  | X | Enter all COI and activity data into CMEmanager
 | X |  | Obtain Power Point presentations from faculty
 | X |  | Coordinate printing of handouts (if applicable)
 | X |  | Confirm session AV needs with Audiovisual department and catering needs with Room Scheduling
 |  | X | Coordinate session evaluation dates on CME evaluation schedule and notify support staff of evaluation dates.
DAY OF THE SESSION TASKS
X |  |  | Meet and Introduce speaker
 | X |  | Distribute and collect sign-in rosters for sessions without an evaluation.
POST SESSION TASKS
 | X | X | For sessions to be evaluated: distributes evaluation to participants using Survey Monkey online evaluation link that has been created by CME staff
 | X |  | Documents to submit to CME Coordinator (no later than two (2) weeks each session):
X | X |  | 1) Sign-in Rosters or Paper Evaluations with Attestation
 | X |  | 2) Documentation of Method of Faculty Disclosure to Attendees (Power Point slide or Documentation of Verbal                 Disclosure Form)
 | X | X | 3) Final financial report of actual revenue and expenses (if applicable)
 | X |  | 4) Power Point presentation and handout (if applicable)
 |  | X | Email participant certificates with credits indicated from participants attestations
 |  | X | Summarize Evaluations and post report on CME shared drive
X |  | X | Develop & implement a 3 month Post Activity outcomes survey
BUDGET (to include Commercial Support)
 |  | X | LH CME Coordinator makes initial contacts and requests for educational grants
X |  | X | Prepare educational grant request letters, documents or online grant applications
 |  | X | Monitor status of grant requests
 |  | X | Process speaker expense reimbursements and honoraria
 |  | X | Finalize budget reconciliation
CME STAFF SUPPORT
 |  | X | Record and maintain CME credits for participants in database
 |  | X | Provide CME transcripts/attendance records to individual participants upon request
 |  | X | Post approved activity on the CME website calendar