Tools and Resources

Application Planning

Pre-Application Checklist

Your application must include:

  • Professional practice gaps
  • Knowledge need statement
  • Skill/strategy (competence) need statement
  • Needs Assessment documentation
  • Measurable learning objectives.

Practice Gap and Needs Assessment Worksheet

Verbs for Learning Objectives

Documents to Upload with Your Application

You will need to upload:

  • List of Planners, Speakers, Moderators, Panelists, etc.
  • Draft agenda
  • Draft promotional materials
  • Preliminary budget – the budget must list all expected income and expenses for the activity

Planners and Speakers List Template

Budget Template

Closing Report

Closing reports are due 30 days after the end of the activity. 

A closing report consists of:

  • Typed roster of attendance (use our excel template)
  • Scanned credit claim forms
  • Final budget reconciliation (excel)
  • Closing Report and Evaluation Summary & Analysis online form

Typed Roster of Attendance Template (excel)

Other Helpful Documents

Your CloudCME Account (how to create a profile, how to change your password, etc)

Speaker Information Template (can be used to communicate compliance requirements and gather needed information from a speaker)