Planning a Regularly Scheduled Series

Links to videos, PDFs and other materials

Planning Your CME Activity for Learning Impact video (3:41)

Essential Messages PDF Read these Essential Messages- Guides to creating your application

Define Your Gap video (4:16)

Addressing Professional Practice Gaps video (2:38) This video explains how gaps between current practice and best practice might be identified and addressed by a CME activity.

Closing Professional Practice Gaps video (2:29) This video explains learning needs for knowledge, competence, and performance.

Knowledge, Competence, Performance, and Outcomes PDF Your Outcome Summary must include the changes in competence, performance, and/or patient outcomes you identified in Application Part 2.

STAR Model of learning objectives PDF (opens in Box.com) Here are guidelines for writing effective learning objectives.

Creating & Aligning Learning Objectives video (9:32) This video walks you through the STAR Model for writing effective learning objectives.

Learning Formats PDF This table describes a variety of learning formats to help you choose those that best align with the achievement of your learning objectives.

Assessing Learning in CME Activities PDF Select one or more of these methods for assessing learning in a CME activity that best align with your learning objectives. You will compile this information in your Outcome Summary.

Moore’s Pyramid and Kirkpatrick's Evaluation Levels PDF (opens in Box.com) This diagram shows the relationship between knowledge, competence, and performance and learning, behavior, and impact.

The Application Part 1 - Basic Information should be completed by the Coordinator (the administrative staff person assigned to an activity from the sponsoring department). The actual form is completed in Smartsheet, however, UNM CPL encourages you to first complete the fillable-PDF worksheet that is available for download below. If you need assistance, please contact HSC-CPL@salud.unm.edu. 

Application Basic Information (Part 1) RSS Worksheet (fillable PDF)

Application Part 1 (Basic Information) (external link)

Learning & Feedback Forms

Sample Announcement

The Application Part 2 - Education Planning Form (EPF) should be completed by the faculty member(s) responsible for defining the gap, needs, objectives, competencies addressed, activity formats, learner assessment, and program evaluation for the activity. The actual form is completed in Smartsheet after the Application Part 1 - Basic Information has been submitted to CPL. However, CPL encourages you to first complete the fillable-PDF worksheet file that is available for download below. 

Education Planning Form (Part 2) Worksheet (fillable PDF)

Planning Faculty Disclosure Form (external link)

What are the steps needed to obtain AMA PRA Category 1 Credit^TM for our RSS Program?
Step #1 Contact hsc-cpl@salud.unm.edu to discuss this program with the CPL Associate Dean
Step #2 Submit the Application and Education Planning Form, signed by the Planning Faculty Submit a copy of your Announcement Template, which includes the disclosure and accreditation statement Submit a copy of the Learning & Feedback form, which you can add additional questions to Have your faculty planner sign a Disclosure Form
Step #3 Application reviewed by CPL. Once all documents are received and accepted, an email approval will be sent to you.
Step #4 Smartsheet registration links, and other forms will be emailed for this activity. A Smartsheet training with the Coordinator will take place. 

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My speaker’s disclosure form indicates “In the past 24-months I have had financial relationships with ineligible companies". What do I need to do?
At least 14 days prior to the event - The Faculty Planner will discuss the conflict with the speaker to resolve any possible conflict. (i.e. if the speaker is including a name brand in his/her presentation, they must include two additional brands in their presentation.)
Education Planning Faculty will email CPL at hsc-cpl@salud.unm.edu with findings of this discussion, providing specific information about each possible COI and upload the email correspondence into Smartsheet. At least 7 days prior to the activity, the Faculty Planner and CPL reviews the speaker’s presentation slides and handout material for possible logos or other conflicts. The day of the activity, the Faculty Planner will complete an Onsite Evaluation of the Presentation Form for the speaker. This form will be uploaded into Smartsheet. CPL will document the process and retain the files. 

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Why do I have to create an announcement for each activity, and why must it be posted near the registration area or emailed out to invited attendees?
ACCME requires that we disclose any relevant financial relationship(s) that the planner and/or presenter may have to the attendees, including the absence of such conflicts. In addition, the accreditation statement must be included on all printed materials. These announcements must be posted near the registration area or emailed out so that all attendees are aware of any relevant financial relationships that speakers may have.

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How do we request a transcript?

Transcripts are emailed upon request. Attendees email us at hsc-cpl@salud.unm.edu with the subject line of “Transcript”.
Information needed in the body of the email:

• First name, last name and designation (MD, RN, PT, etc.)
• Email address you typically used to sign-in to CME activities
• What years are you requesting? (e.g. July 2018 to current) 

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Do you have a best-practice timeline for our activity?

• 45 days prior to the event: Receive disclosure(s) from presenter(s)
• 30 days: Review for possible COI’s
• If none, add speaker name to disclosure Information on announcements
• If a COI is indicated contact CPL immediately
• 14 days prior to the event: Faculty Planner reviews possible COI with presenter
• 7 days prior to the event: Faculty Planner emails the CPL with any findings
• Faculty & CPL reviews slides and handout materials for possible logos or name brands
• 5 days prior: Update sign-in sheet, announcement and evlauations
• Day of event: Post or email announcement, display QR code/Bit.ly link, hand out/email Learning & Feedback form. Faculty is to evaluate speaker with possible COI if any.
• 25 days post event: Type evaluation responses into Excel Evaluation Summary 

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A physician just received a certificate from another office for an event they attended; do I send those to you to keep track of?
No. We only maintain records for the activities that are approved by CPL. The certificates he/she receives from other events will need to be maintained by the individual. 

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Who must complete a COI Disclosure?

• Education Planning Faculty/Course Directors
• ALL faculty (including adjunct faculty and emeritus faculty who are participating in a sponsored event)
• Postdoctoral scholars
• Professionals paid from ANY source
• Fellows and Residents
• Graduate assistants (GAs) paid from sponsored research funds
• Research personnel engaged in the design, conduct, or reporting of a sponsored research project (e.g. part-time and temporary employees)
• Any moderator/facilitator who interacts with the audience 

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What information do I need to disclose on my COI Disclosure?

• Any relationship you have with a third party that does business (such as sponsoring research or providing goods and services) with the University.
• Any relationship with a third party in which you hold a Significant Financial Interest.
• Any External Professional Activity for Pay (EPAP) in which you receive remuneration of any kind (Salary, etc.).
• Any intellectual property (Patents, trademarks, licensing agreements, etc.) contractually obligated to you or the University in which you are the author or owner.
• Any textbooks or other course materials for sale that you have authored or co-authored which you are also REQUIRING of students enrolled in coursework under your direction.

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What if I want to seek Commercial Support for my activity?
Designated financial commercial support for courses and internet activity (enduring material) is allowed if the following conditions have been met:

• Activity planning is independent of commercial control
• Review by CPL Staff finds the activity to be free of commercial bias
• Industry support is sought in collaboration with and under the auspices of the CPL 

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Can commercial support employees plan or instruct in CME activities?
No. Commercial support employees may not participate in the planning of CME activities. 

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Is there a fee for accreditation?
UNM RSS activities are accredited for free. Accreditation fees for other activity types may be assessed. Contact CPL for rate and fee information.

The Application Process

Smartsheet Training

Disclosures & Conflicts

Evaluation Summary & Outcome Summary

Commercial Interest