ACTIVITY PLANNING RESOURCES
Pre-Planning Resources
- FAQ for Planning Committees (July 2024)
Active Learning Strategies (Jan 2025)- Diversity, Equity and Inclusion CE Speaker/Author Checklist
Planning Application Resources
- Planning Application Folder
- Planning Application Access and Sharing Instructions (Dec 2024)
- Planning Application Review Checklist (Dec 2020)
- CE Planning Roles and Responsibilities (Dec 2024)
- Health Professional Competencies (Jan 2022)
Guidelines For Writing Learning Objectives (Dec 2024) - MOC Writing Assessment Questions and Feedback Guidance (Dec 2024)
Accreditation Guidelines
- UW ICEP Accreditation and Credit Designation Statements (Jan 2024)
- Accreditation of Existing Podcast Guidelines (Dec 2024)
Special Credit Applications
Commendation Criteria Tracking Tools
- Commendation Criteria Tracking Tools Folder for JAC 17, 20, 21 and 23 (June 2024)
Practice Gap Data Sources
Ethos Set-up Guidance
- Quality Assurance and Review Meetings (Date unknown)
- Ethos Format Selection Flowchart (June 2021)
- Exhibitor Booth Creation and Tracking Process (Dec 2024)
- Process for Cloning Parent and Child Courses (Feb 2024)
- How to Import Participants from External Enrollment/Registration (Mar 2024)
- Joint Accreditation with Commendation Logos/Image Files
- Information Sheet Template for Live/Non-RSS Activities (Dec 2024)
- Worksheet for Live & Enduring Activity Evaluation – Universal Template (Dec 2024)
- Instructions for Using Evaluation Templates in Ethos
Faculty Communication Templates
- Faculty Invitation Letter Template – No ICEP Account (Feb 2022)
- Faculty Letter Confirmation Template – Directly Provided (Sept 2022)
- Faculty Letter Confirmation Template – Directly Provided for Enduring Activities (Sept 2022)
- Faculty Letter Confirmation Template – Jointly Provided (Sept 2022)
- Faculty Letter Confirmation Template – Jointly Provided for Enduring Activities
Activity Scheduling
- SMPH Event Hub
- Religious Observances Memo (Spring 2024)
- Consideration for Instructors on Putting Religious Observance Policy into Practice (Spring 2024)
Activity Management
- Live Virtual and Hybrid Conference Attendance Tracking (Dec 2024)
- Health and Safety Plan SAMPLE Language
- Online Polling Options
- Enduring Activity Approval Duration and Reporting Guidelines (Nov 2023)
Post-Activity Evaluations, Closeout, and Debrief
- DEI Activity Debrief Tool for Planning Committees (Sept 2022)
- DEI Activity Debrief Tool for Planning Committees – Webform (Sept 2022)
- Accessing an Evaluation Summary in Ethos (Dec 2023)
- Activity Reporting and Closeout Checklist – Webform
- Activity Reporting and Closeout Checklist – PDF
Copyright and HIPAA
- Copyright Guidance for CE Faculty and Planners
- Authorization for Disclosure of Medical Information for Publication or Conference Presentation (Nov 2020)
CONFLICT OF INTEREST MANAGEMENT
Also see Commercial Support section under Fiscal Resources
Checklists and Worksheets
- ICEP Coordinator Checklist for COI compliance (Dec 2024)
Disclosure Mitigation Tracker Template (Jan 2022) - Relevance Worksheet (April 2023)
- Strategies for Mitigation of Conflicts of Interest (Feb 2023)
- Mitigation for Convey Disclosure – Additional Questions (April 2022)
- Convey Disclosure Troubleshooting and FAQ – for Planners
- ICEP Policy on Disclosure Statement (Dec 2024)
- Examples of COI Compliance
- Disclosure Slides Template with Instructions – for Presenters (Aug 2022)
Disclosure Slide Templates – for Commercial Support and Exhibitors (July 2022) - Biomedical Start Up Eligibility Worksheet (April 2023)
- Stockholder Eligibility Worksheet (April 2023)
Content Review Forms
- Clinical Content Review and Validation Form – Includes Pharmacotherapeutic Review Questions – Webform
- ICEP Clinical Content Review Form – Fillable PDF (2022)
- ICEP Clinical Content Review Form with Pharmacotherapeutic Content Review – Fillable PDF (2022)
COI Policies
- ICEP COI Policy (Feb 2021)
- ICEP Honoraria Policy (Aug 2021)
- ICEP Commercial Support Policy (Sept 2023)
FISCAL RESOURCES
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 (Aug 2022)
- Form W-9 - Signed FY25 (Jul 2024)
Commercial Support
Also see Conflict of Interest Management section
- Steps and Language for Acknowledging Non-Exhibitor Support (Dec 2024)
- LOA Template for Educational Grant – 2-Parties (April 2023)
- LOA Template for Educational Grant – 3-Parties (April 2023)
- LOA Template for In-Kind Support – 2-Parties (Jul 2018)
- Memo Template to Request Review Signature for LOA (Oct 2022)
Financial Reporting Forms
Process for Venue Contracts
- Process for Securing Venue Contracts and Payment (Aug 2021)
INTERNAL STAFF RESOURCES
The materials found in this section are internal documents. They should not be shared beyond ICEP staff.
ARC Meeting Planning
- Topic Request Form for ARC Monthly Education Meeting – Webform (2024)
- Using the Planning Application Training (Dec 2020)
- Standards for Conference Exhibit Management (2021)
ARC Meeting Training Materials Archive
- Training Materials Archive Folder (Dec 2024)
Marketing and Promotion Guidance
- Guidance and Template for ICEP Learning Portal Banners
- ICEP Internal Banner Request – Webform
- Marketing Options Infographic (Dec 2024)
Artificial Intelligence Guidance
- Generative AI @ UW–Madison: use & policies (Aug 2024)
- UW Health Guidance for Using AI and Large Language Models (May 2023)
JA Audit Resources
DIVERSITY, EQUITY, AND INCLUSION
Also see Activity Planning Resources
- Diversity, Equity, and Inclusion Toolkit for Accredited Continuing Education (Sept 2022)
- UW SMPH Presenter’s Guide for DEI (July 2020)
- DEI in Accredited CE – Guide for Presenters & Authors (Sept 2022)
- Disability Access in Credit and Non Credit Programs (Dec 2024)
VIRTUAL EDUCATION PLANNING AND MANAGEMENT
- Guidance for Planning a Successful Communication Strategy for Virtual Education
- Overview of Software Options for Virtual Meetings (Nov 2020)
- Basic Functions on Zoom – 4x3 Info Slide (Sept 2021)
- Basic Functions on Zoom – 4x3 Info Slide (Sept 2021)
- How To Use the Q&A Feature in WebEx to ask questions to panelists (Nov 2021)
- Copyright & Permission form for Capture or Live Stream – Webform
- Copyright & Permission form for Capture or Live Stream (June 2024)