Enduring Material Planning Timeline
(e.g., web-based activities, archived webinars, monographs, podcasts, CD-ROMs, DVDs)
What is an Enduring Material?
A printed, recorded, or computer-presented CME activity that may be used over time at various locations and which, in itself, constitutes a planned activity.
Special considerations when applying for CME credit for an enduring material:
- Enduring Materials must provide access to appropriate bibliographic references to allow for additional study.
Note: This page can be printed and used as a checklist throughout the planning process.
◉ Consult with Office of CME & Lifelong Learning: 10 Months Prior
Initial consultation and assessment to determine if the activity aligns with departmental and institutional priorities, and that sufficient time is available for planning, approval, and promotion.
Key tasks include:
| Educational Planner | OCME&LL |
| ▢Identify Educational Planner | ▢Participate in consultation with Educational Planner |
| ▢Review activity timeline | |
| ▢Review Planning Guide | |
| ▢Read Developing Test Questions for Learner Assessment used in Enduring Material CME Activities | |
| ▢Read Designing a CME Presentation that Effectively Translates New Knowledge into Practice | |
| ▢Determine if other credits will be offered | |
| ▢Consult with Department Chair for pre-approval and financial resources |
◉ Activity Pre-Planning: 8 months prior
Allocate resources to the activity.
Key tasks include:
| Educational Planner | OCME&LL |
| ▢Identify a Co-planner and/or Planning Committee | |
| ▢Review the Mitigating Commercial Bias process | |
| ▢If the Educational Planner has any financial relationships, the OCME-LL Financial Relationship Mitigator will be notified | |
| ▢Establish conference date and venue |
◉ Submit Application for Credit: 6 months prior
The application facilitates and documents the planning process.
Key tasks include:
| Educational Planner | OCME&LL |
| ▢Identify current problems in practice, underlying educational needs, and learning objectives | ▢Confirm receipt of application |
| ▢Develop educational content | |
| ▢If jointly provided with another organization, develop budget | |
| ▢Collect information on financial relationships | |
| ▢Develop a method for evaluating the activity | |
| ▢Establish a marketing plan and create promotional materials | |
| ▢Submit CME application |
◉ Activity Approval and Marketing: 4 months prior
OCME&LL staff reviews and approves the CME application.
Key tasks include:
| Educational Planner / Activity Coordinator | OCME&LL |
| ▢Create activity web page | ▢Begin review of application within 2 business days of submission |
| ▢Distribute promotional materials to target audience | ▢Review and approve all promotional materials (print or electronic) prior to distribution |
| ▢Upload content to MiCME™ as needed |
◉ Final Preparation and Release: 1 month - Release
Final logistical arrangements are made.
Key tasks include:
| Educational Planner / Activity Coordinator | OCME&LL |
|
▢Develop evaluation mechanism |
▢Ensure all relevant financial relationships have been successfully managed |
◉ Post Session: Within 30 days of Expiration
Post-session documentation is submitted to OCME&LL within 30 days of the activity expiration date.
NOTE: If satisfactory documentation is not received by OCME&LL, future CME credit will not be awarded.
Key tasks include:
| Educational Planner | OCME&LL |
| ▢Review content for currency and accuracy, if credit extension is desired | ▢Review final post-activity reports |
| ▢If jointly provided, finalize budget | ▢Extend credit, as appropriate |
| ▢Debrief with co-planners to discuss lessons learned and future plans | ▢Invoice for CME fees, if applicable |
| ▢Complete all post-activity reporting |
