The CE Activity Planners Community is a central hub for the latest resources, guidelines, templates, and policies. Since documents are updated frequently, please refer to this page for the most current versions, instead of using locally-stored files.
How to use this page
- Use Control + F to search key words
- See Table of Contents to find resources by heading
- Notify Barb Anderson ([email protected]) if a resource is missing or incorrect
TABLE OF CONTENTS
1. ACTIVITY PLANNING RESOURCES
a. Pre-Planning Resources
- FAQ for Planning Committees 7-31-2024
Active Learning Strategies 1-7-25- Diversity, Equity and Inclusion CE Speaker/Author Checklist
b. Planning Application Resources
- Planning Application Folder
- Planning Application Access and Sharing Instructions 1-15-25
- Planning Application Review Checklist 2-28-2025
- CE Planning Roles and Responsibilities 12-18-24
Medicine - Nursing Competencies 3-18-2024 - Pharmacy Competencies CAPE Outcomes 1-4-2022
- Pharmacy Technician Competencies 1-4-2022
- Guidelines For Writing Learning Objectives 12-20-2024
- MOC Writing Assessment Questions and Feedback 12-20-2024
c. Accreditation Guidelines
- UW ICEP Accreditation and Credit Designation Statement 2-26-2025
- Accreditation of Existing Podcast Guidelines 12-20-2024
d. Special Credit Applications
e. Commendation Criteria Tracking Tools
JAC 17 Health and Practice Data Tracking 6-3-2024 - JAC 20 Observation and Feedback Communication Skills Form 5-31-2024
- JAC 21 Observation and Feedback Technical Skills Form 5-31-2024
- JAC 23 Performance of the Team Data 6-3-2024
f. Practice Gap Data Sources
g. Ethos Set-up Guidance
- Quality Assurance and Review Meetings
- Ethos Format Selection Flowchart 6-3-2021
- Exhibitor Booth Creation and Tracking Process 12-23-24
- Process for Cloning Parent and Child Courses 2-14-2024
- Joint Accreditation with Commendation Logos/Image Files
- Info Sheet Template for Live-Non-RSS Activities 12-23-24
- Live and Enduring Evaluation-Universal Template WORKSHEET 12-26-24
- Instructions for Using Evaluation Templates in Ethos
- Required Language for Non-Exhibitor Support 3-3-25
h. Faculty Communication Templates
- Faculty letter invitation template FINAL 2-2-2022_NewLogo
- Faculty Letter Confirmation Template Directly Provided - 23 FINAL 9 18 2022_NewLogo
- Faculty Letter Confirmation Template Directly Provided Enduring - FINAL 9 18 2022_NewLogo
- Faculty Letter Confirmation Template Jointly Provided - FINAL 9 18 2022_NewLogo
- Faculty Letter Confirmation Template Jointly Provided Enduring - FINAL 9 18 2022_NewLogo
i. Activity Scheduling
- SMPH Event Hub
- Religious Observances Memo - Spring 2024
- Consideration for Instructors on Putting Religious Observance Policy into Practice - Spring 2024
j. Activity Management
- Live Virtual and Hybrid Conference Attendance Tracking 12-23-2024
- Online Polling Options 12-23-24
- Enduring Activity Approval Duration and Reporting Guidelines 11-29-23
- How to Import External Registration Participants 3-7-24
k. Post-Activity Evaluations, Closeout, and Debrief
- Equity Lens Activity Debrief Tool for Planning Committees 9-18-2022
- Equity Lens Activity Debrief Tool for Planning Committees – Webform
- Accessing an Evaluation Summary in Ethos 12-27-2023
- Activity Reporting and Closeout Checklist – Webform
- Activity Reporting and Closeout Checklist 3-4-25
l. Copyright and HIPAA
- Copyright Guidance for CE Faculty and Planners
- Authorization for Disclosure of Medical Information for Publication or Conference Presentation 11-1-2020
2. CONFLICT OF INTEREST MANAGEMENT
Also see Commercial Support section under Fiscal Resources
a. Checklists and Worksheets
- Disclosure Mitigation Tracker Template 2-28-2025
- Determining Relevant Relationships with Ineligible Companies Worksheet 4-25-2023
- Strategies for Mitigation of Conflicts of Interest 2-1-2023
- Mitigation for Convey Disclosure – Additional Questions 4-21-22
- Convey Disclosure Troubleshooting and FAQ – for Planners
- ICEP Disclosure Paragraph 12-26-24
Disclosure Slide Templates 2-28-2025 - Disclosure Slide Templates – for Commercial Support and Exhibitors 7-28-2022
- Biomedical Start Up Eligibility Worksheet 4-25-2023
- Stockholder Eligibility Worksheet 4-25-2023
b. Content Review Forms
c. Instructions for ICEP Learning Portal – For Users
- ICEP Account Creation with Images for Users with No NetID 9-24-24
- COI Disclosure Instructions with Images
d. Official Policies
- ICEP COI Policy 1-1-2025
- ICEP Joint Provider Policy 1-1-2025
- ICEP Commercial Support Policy 1-1-2025
- ICEP Honoraria Policy 1-1-2025
3. FISCAL RESOURCES
a. ICEP Accreditation Budget Tools
- Live Activity Fee Structure Calculator FY24
- Enduring Activity Fee Structure Calculator FY24
- ICEP Services Budget Template with Pass Through FY25
- Budget Template Instructions 8-2-2022
- Form W-9 - Signed FY25
- ICEP Marketing Options Infographic 3-13-25
b. Commercial Support
Also see Conflict of Interest Management section
- Acknowledging Non-Exhibit Support 3-3-25
- LOA Template for Educational Grant - 2-Parties 4-11-2023
- LOA Template for Educational Grant - 3-Parties 4-11-2023
- LOA Template for In-Kind Support - 2-Parties 7-26-2018
- Memo Template to Request Review Signature for LOA 10-18-2022
c. Financial Reporting Forms
d. Process for Venue Contracts
4. INTERNAL STAFF RESOURCES
The materials found in this section are internal documents. They should not be shared beyond ICEP staff.
a. ARC Meeting Planning
b. Internal Marketing and Promotion Guidance
c. Artificial Intelligence Guidance
- Generative AI @ UW–Madison: use & policies 8-23-2419
- UW Health Guidance for Using AI and Large Language Models 5-22-2320
d. JA Audit Resources
5. DIVERSITY, EQUITY, AND INCLUSION
Also see Activity Planning Resources
- Diversity, Equity, and Inclusion Toolkit for Accredited Continuing Education 9-18-2022
- UW SMPH Presenter’s Guide for DEI 7-7-20
- DEI in Accredited CE – Guide for Presenters & Authors 9-18-2022
- Disability Access in Credit and Non Credit Programs 12-13-24