Checklist for Regularly Scheduled Series
(e.g., Grand Rounds)

At the beginning of the calendar year:

• Submit a completed CME Application Form for Regularly Scheduled Series to the CME Office
• Submit signed Faculty Disclosure Forms for the Course Chair and Planning Committee Members to the CME Office
• Secure Letters of Agreement and checks, if commercial support is received. Submit to CME Office.

Prior to each session or group of sessions:

• Submit to the CME Office a complete list of each session or group of sessions that includes the following information: dates, topic titles, speakers, speakers' academic titles and affiliations, accompanied by the NCR approval form with Department Chair's signature.
  • Identify at least one session per quarter that meets identified practice gaps and develop a pre- and post-survey for this session.
• Collect Faculty Disclosure Forms for each presenter/speaker. These must be completed, signed, and reviewed PRIOR to the start of each session.
  • Complete an Identification and Management of Conflict of Interest form for any identified conflicts.
• Ensure that any promotional materials, including flyers, include the CME accreditation statement.

At each session:

• Provide disclosure information to the audience (for presenters and commercial support) verbally, via written announcement or in introductory PowerPoint slides.
• Track participants via a sign-in sheet.
• Administer pre- and post-survey for sessions meeting an identified practice gap (minimum once per quarter).

After each session:

• Compile sign-in sheet information to keep accurate attendance records for the series.
• Update the departmental file
  • Documentation that disclosures were provided to the audience.
  • Any promotional materials
  • Evidence that identified conflicts were managed

Bi-annually:

• Distribute Session Evaluations and tally results.
• Provide handouts regarding linguistic access and cultural competency resources.

At end of year:

• Submit a list of participants, via the Excel template, to the CME Office.
• Schedule a site visit from the CME Office to review departmental files.
• Compile evaluation results and have Course Chair review the results.
• Tally pre- and post-surveys and submit summary to the CME Office.
• CME Office enters participants, generates letters of credit, and mails them to faculty members.

In addition to the above, for RSS's teleconferenced to remote sites in real time:

At each session:

• Designate an individual at the remote site to ensure disclosure information is provided to the audience (for presenters and commercial support) verbally, via written announcement or in introductory PowerPoint slides.
• Designate an individual at the remote site to track participants via a sign-in sheet.
• Designate an individual to administer pre- and post-survey for sessions meeting an identified practice gap (minimum once per quarter). Submit results to RSS coordinator for compilation.

Bi-annually:

• Designate an individual to distribute Session Evaluations and submit results to department RSS coordinator for compilation.
• Designate an individual at the remote site to provide handouts regarding linguistic access and cultural competency resources.