PLANNING & NEEDS

							                        Joint Sponsor Activity Closeout Check List

PLANNING & NEEDS
      CME Planning Documentation (demonstrates linkage between the “education essentials”, documents the
       overall planning process, sample estimated budget)
      Planning committee notes, minutes, transcripts
      Evaluation summary from previous, related activity used in the planning process (if any)
      Relevant peer-reviewed journal articles used in the planning process
      Letters, faxes, e-mails, hand-written notes related to the planning process


FACULTY COMMUNICATIONS
      Letters to each faculty member which state objectives, target audience, commercial support requirements,
       and honorarium (if any)
      Other faculty communications, e-mails, faxes, hand-written notes which document development
      Faculty CV’s or Mini-Bio’s


ACTIVITY PROMOTION (at least two copies)
      Brochure that promotes the activity
      Other types of activity announcements such as flyers, e-mail announcements, advertisements, etc. (if any)
      Copies of promotional materials


ACTIVITY MATERIALS (at least two copies)
      Copies of the handouts or syllabus


EVALUATION AND FEEDBACK
      Activity evaluation instrument from participants
      Evaluation summary (if not done by OCME) and Faculty Evaluation Thank You Letters
      Post-activity outcomes survey (if any)


COMMERCIAL SUPPORT
      Signed standard commercial support agreements (3 party L.O.A and Agreement of Responsibilities)
      Signed faculty disclosure statements


ADMINISTRATION
      Reconciled budget
      Sign-in sheets for participants, or other mechanism to record physician participation
      Other logistical communications (keep to a minimum)


                                                                                     Form Revised June 2003