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Timeline

CME Activity Timeline Checkist

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CME Activity: __________________________

Activity Date: __________________

Deadline

Task to be Completed

Person(s)
Responsible

Date
Completed

  Identify the need for this program     
  Desired results/outcome     
  Objectives outlined     
  Confirm program date    
  Confirm program site & arrangements      
  Preliminary contact w/financial supporters and/or vendors    
  Prepare draft budget     
  Speakers/topics confirmed     
  Speaker letters and disclosures mailed    
  Secure catering as needed    
  Complete paperwork for CME credit     
  Finalize participant mailing list     
  Review draft of brochure/flyer     
  Mail letters to vendors/financial supporters    
  Finalize flyer/brochure, send to printer    
  Mail flyer/brochure    
  Compile info for syllabus/handouts    
  Follow-up as needed w/speakers – CVs, disclosures, travel,etc.    
  Follow-up as needed with vendors/financial supporters    
  Process registrations    
  Finalize & print syllabus/hand-out materials    
  Finalize meeting room accommodations – room set-up, AV, special needs, etc.    
  Prepare for day of event:
•Sign-ins: participants, speakers, vendors
•Evaluation forms
•Nametags
•Certificates
   
  Input attendance & evaluations    
  Process honoraria & travel reimbursements     
  Thank you letters w/ speaker evaluations    
  Final income & expense report