1. Activity Chair completes and submits a CME Activity Request Form.
2. Activity Chair and all Planners shall complete and submit a CME Disclosure Form.
3. Activity Chair reviews the Course Director's Responsibilities

• Activity Chair awaits notification of approval of Activity Request. Relevant financial relationships should be mitigated before proceeding with the planning process.

1. Schedule a meeting with CME Staff to discuss steps and CME Checklist deadlines.
2. CME Department provides an orientation to the Nicklaus CME website, forms, and roles.

Activity Chair and CME Staff

• Once any Relevant Financial Relationships of the activity director/planners are mitigated, update and submit the CME Activity Request Form to include the following documents:

1. Draft agenda
2. List of confirmed speakers
3. Proposed Budget (Contact the CME Department for the template.)
4. Marketing Materials (when ready) for review
5. AV Request Form
6. Proposed Evaluation Forms

• If the activity is a Regularly Scheduled Series, the activity chair must complete one of the following:

a. Only the CME Activity Request Form for the entire series, if the sessions have the same theme

b. The CME Activity Request Form for the entire series and an RSS addendum for each session, if the sessions vary in theme

Activity Chair

• The CME Department designs the activity's registration site or dedicated landing page based on feedback from the Activity Chair and Planners.

CME Staff

• If soliciting educational grants or exhibitor support, submit one of the following:

a. Educational grants - A signed Written Agreement for Commercial Support for each commercial entity

b. Exhibitors - A signed exhibitor agreement

• Please note that there are differences in policy between exhibitors and educational grants. To ensure compliance, all grant requests and exhibitor agreements MUST be reviewed by CME staff before execution.

Activity Chair

• The CME Department sends letters to faculty to collect faculty disclosures, CVs, and other documents.

CME Staff

• OPTIONAL - Submit a revised preliminary budget.

Activity Chair or Planner(s)

• The CME Director and Activity Chair review all faculty disclosure forms for relevant financial relationships. The CME Director decides on the mechanism for resolution of any conflicts of interest, which will be logged in a COI Resolution/Peer Review Form.

CME Director and Activity Chair

1. Provide attendees with instructions for marking their attendance through the iLearn platform.
   • Alternatively, planners can collect additional sign-in data manually
2. Instruct attendees on how to complete the required evaluation sheets through the iLearn platform:
   1. Faculty Evaluation
   2. Activity Evaluation
   3. Pre and Post Surveys

Activity Planner(s)

• The activity moderator(s) complete a Documentation of Live Meeting Disclosures and Monitoring Form.

Activity Chair, Activity Planner, or Moderator

• Process any manually collected sign-in sheets from the event through the iLearn platform

1. The CME Department grants CME credits based on attendance records, sign-in sheets, and/or evaluation forms.
2. Emails are sent to attendees with instructions on claiming their CME certificates.

CME Staff

1. Submit copies of the final syllabus and/or handouts.
2. Submit a final budget report. (Contact the CME Department for the template.)

Activity Chair or Planner(s)

• The CME staff distributes the Evaluation Summary Reports to the CME Director (and optionally, to the Activity Chair).
  • Speaker Valuation by Learners
  • Event Evaluation by Learners
  • Pre/Post Survey Gap Analysis Report

CME Staff

• If applicable, consider a 3-month Post-Activity Survey to assess practice change.

Activity Chair

• Submit an Activity Improvement Plan using the PDSA Documentation Form.

Activity Chair or Planner(s)