Steps in the Continuing Education Proposal Process

Helpful Hints - Page 1

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Helpful hints

One of the most critical parts of assembling the CE proposal is keeping track of all the required documents you must collect from the various people and organizations participating in the planning and development of the educational activity. To help keep track of all these documents, use the Planners Checklist (DOC -170 KB) and the Presenters or Content Experts Checklist (DOC -248 KB) found in the Documents section of this website.

Documents Needed from Planners, Presenters, and/or Content Experts
For each planner and presenter (live educational activities) or content expert (enduring materials), there are two documents you must collect:

1. Biographical Document
2. Disclosure of Relevant Financial Relationships.

Note: Please use the planners', presenters', or content experts' full names throughout the CE proposal.

1. Biographical Document

This document is required from each planner, presenter, and content expert. A template for this document is available in the Documents section; however, planners, presenters, and content experts do not have to use this particular document--they can submit another biographical document, curriculum vitae, or resume they already have.

Irregardless of the document used, you must include each individual’s relevant experience, education, and publications that demonstrate the individual’s qualifications relevant to the educational offering.

2. Disclosure of Relevant Financial Relationships with Commercial Interests

This document is required for each planner, presenter, or content expert. Please list all presentations on the same disclosure document.

Summary
The tables below summarize which documents you need to obtain from people. All of these documents are available in the Documents section.

Documents Needed From People

Person	Biographical Document/CV	Disclosure of Relevant Financial Relationships with Commercial Interests
Planner
Presenter (live educational activity)
Content Expert (enduring material)

Page Last Modified: July 21, 2011