CME Ongoing Series Planning Guide_Template

CME Ongoing Series Planning Guide

Please complete the questions on this planning guide to expedite continuing medical education credit approvals for your ongoing series.

Review minimum lead times.

Webinars, In-Person Conferences, and Pre-recorded Online Courses

3 months

Interactive Online Courses

6 months

Symposiums

12-18 months

Accredited CME must meet the AMA definition of CME content which is education that serves to maintain, develop, or increase the knowledge, skills, and professional performance and relationships that a physician uses to provide services for patients, the public, or the profession. The content of CME is that body of knowledge and skills generally recognized and accepted by the profession as within the basic medical sciences, the discipline of clinical medicine, and the provision of health care to the public.

Expand each section below to review the required fields. After reviewing each section, please submit the CME Request Form.

Activity Details

Title Of Activity/Presentation *

Activity Date(s) *

Activity Location *

Target Audience *

Who should—or is expected to—participate in this education? (Example: Specific physician specialty/ies, nurses, pharmacists, etc. For non-physician events, please reach out to Clinical Learning.)

Does your department have a budget to cover the expenses? *

Cost center is required for planning costs and expenses that are not budgeted.

Yes

Department Cost Center

Activity Format

Will the presentation be recorded to create an online course? *

Yes

Educational Needs

Identify the professional practice gap. *

State the educational opportunity or the difference between current practice and best practice on which this activity was based. (Ex: Improve care coordination, better communication with patients and families, team roles, medical knowledge, new protocol, etc.)

State the educational need(s) that you determined to be the underlying cause for the professional practice gap. *

What is/are the reason(s) for the gap? (Ex: “We need strategies to discuss difficult topics with family members.” or "We do not know the best ways to improve team collaboration."

Educational Needs *

Select all that apply.

Knowledge need - New technology or information that physicians need to know more about.

Competence need - Tools or strategies available that might help learners apply what they should already know.

Performance need - New technology or clinical information that necessitate learners assimilating new skills.

References to support the educational need or desired goal for the activity *

Provide evidence-based references (peer-reviewed journal articles links) that highlight the educational need (practice gap) and support the desired goal (what the activity is designed to change).

Designed to Change

LEARNING OBJECTIVES: What is the CME activity designed to change in terms of learners’ competence or performance? *

Use competence verbs, such as identify, eliminate, use, apply, and implement. Apply TACT Principles when creating learning objectives. (Target: Whom is the learning objective targeted toward? Action: What is the behavior or attitude change required? Context: Where is the behavior or attitude taking place? Time: What is the time frame to demonstrate behavior or attitude change?)

OUTCOMES: Please provide key learning points you expect the speaker to include in their discussion to meet your outcomes goals. Please provide the next steps that a learner will be able to put into practice as a result of their attendance. *

Ex: "I will now utilize the 2024 American Heart Association Clinical Practice Guidelines for heart failure." or "I will now screen my perimenopausal patient according to ACOG imaging guidelines."

Competencies

Indicate the desirable physician attribute(s) (i.e. competencies) this activity addresses *

Select all that apply.

Patient care – Provide care that is compassionate, appropriate, and effective treatment for health problems.

Medical knowledge – Demonstrate knowledge about established and evolving biomedical, clinical, and cognate sciences and apply this knowledge to patient care.

Practice-based learning and improvement – Investigate and evaluate patient care practices, appraise and assimilate scientific evidence, and improve practice.

Interpersonal and communication skills – Demonstrate skills that result in effective information exchange and teaming with patients and their families and with professional colleagues.

Professionalism – Demonstrate a commitment to carrying out professional responsibilities, adhering to ethical principles, and being sensitive to diverse patient populations.

System-based practice – Demonstrate an awareness of and responsibility to a larger context and system of health care. Be able to call on system resources to provide optimal care.

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CME Ongoing Series Planning Guide_Template