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Planning Your Meeting - Step by Step

After the Activity

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AFTER THE ACTIVITY (Study/Act)
 
 

Steps

ACTIONS

REQUIRED FORM(S)

RESPONSIBLE PARTY

TIMELINE

Step 1:

Submit the Sign-in Sheets to CME Dept

1.    Sign-in Sheets

Activity Planner

2 Weeks after the Activity

Step 2:

CME Dept Grants Credits based on Sign-in Sheets of attendance

 

CME Dept

4 Weeks after the activity

Step 3:

CME Dept sends email to attendees with instructions on claiming their certificates

 

CME Dept

4 weeks after the activity

Step4:

Submit Evaluation Summary Reports

·         Speaker valuation by learners

·         Event Evaluation by learners

·         Pre/post survey gap analysis report

Submit copies of syllabus/ Handouts

 

Activity Chair/ Activity Planner

2 months after the activity

Step 5:

Submit Final income/expense report

2.    Budget worksheet
(Ask CME Dept for templates)

Activity Chair/ Activity Planner

2 months after the activity

Step 6:

Consider a 3 months post activity Survey to assess impact on practice/ practice change (If applicable)

3.    Post activity Survey

Activity Chair

3 months after the activity

Step 7:

Submit Activity Improvement Plan

4.    PDSA Documentation Form

5.    Final Budget form with revenue and expenses

Activity Chair/ Planners

4 months after the activity