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Continuing Education Activities: A Planning Manual (2nd ed.)

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Contents

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