| Contributors |
iii |
| Introduction |
1 |
| Adult Learning Principles |
1 |
| Recent Trends Affecting Continuing Education |
2 |
| Getting Started |
3 |
| What Is an Effective Educational Activity? |
3 |
| Educational Needs Assessment |
3 |
| Topic Identification |
4 |
| The Continuing Education Activity Planning Committee |
4 |
| Developing a Timetable |
5 |
| Initial Planning |
7 |
| The Education Planning Process |
7 |
| Identifying the Target Audience |
7 |
| Identifying the Theme, Purpose, Goals, and Objectives |
7 |
| Measuring Outcomes |
9 |
| Determining Program Length and Format |
9 |
| Financial Considerations |
11 |
| Developing a Budget |
11 |
| How Much Money Is Available? |
12 |
| How Much Money Can Be Raised? |
12 |
| How to Find and Negotiate Funding |
14 |
| Contracts |
14 |
| Financial Courtesies |
15 |
| Speakers |
17 |
| How to Find Speakers |
17 |
| Communicating With Speakers |
17 |
| Expectations of Speakers |
18 |
| Evidence-Based Education Guidelines |
18 |
| Applying Information and Using Case Studies |
19 |
| Resources Needed |
19 |
| Permission to Record Live Events and Copyright Considerations |
20 |
| Logistical Arrangements |
23 |
| Date Selections |
23 |
| Facility/Site Selection |
23 |
| Confirmation of Logistical Arrangements |
25 |
| Alternate Plan |
25 |
| Application for Contact Hours |
27 |
| Generic Requirements for Continuing Education Applications |
27 |
| Process |
27 |
| Timeline |
29 |
| Resources for Finding Information on the Application Process |
29 |
| Frequently Asked Questions |
29 |
| Marketing |
31 |
| Information Needed to Market a Professional Continuing Education Activity |
31 |
| Marketing Strategies |
32 |
| Mailing Considerations |
34 |
| Marketing Timeline |
36 |
| Preplanning and On-Site Activities |
37 |
| Preprogram Planning |
37 |
| On-Site Activities and Arrangements |
38 |
| Wrap-Up Tasks |
41 |
| Evaluation Summary |
41 |
| Speaker Follow-Up |
41 |
| Participant List |
41 |
| Budget Finalization |
41 |
| Follow-Up With Continuing Education Approver |
42 |
| Debriefing |
42 |
| Appendices |
43 |
| Appendix I. UPMC Cancer Centers Professional Education Needs Assessment—June 2004 |
43 |
| Appendix II. Workshop Planning Checklist |
44 |
| Appendix III. Sample Checklists |
45 |
| Appendix IV. Faculty Evaluation Form |
46 |
| Appendix V. Sample Evaluation Tool |
47 |
| Appendix VI. Budget Worksheet |
48 |
| Appendix VII. Sample Financial Disclosure Form |
49 |
| Appendix VIII. Sample Biographical Sketch and Vested Interest Statement |
50 |
| Appendix IX. Evidence-Based Education Guidelines |
51 |
| Appendix X. Audio Release |
56 |
| Appendix XI. Common Meeting Room Setups |
57 |
| Index |
61 |