Templates Session-file checklist
Session-file checklist
A clip-on page for the session folder: before-the-hour checks, after-the-hour record, and a line for what is still missing. The series file already exists. This is this Tuesday.
RSS files fail a self-study on missing weekly pieces, not on missing series philosophy. A recipe lists what is still missing. A page you can tick travels farther.
Who it is for
- Hospital and health-system coordinators running grand rounds, tumor board, or M&M
- Department admins who inherited a series dashboard
- Anyone whose Incomplete column is the actual risk
What is inside
- Series, session, speaker, and owner fill-in
- A stop: do not invent the gap or the credit statement
- Before-the-hour checks: gap, objective, disclosure, mitigation, slides, announcement, eval
- After-the-hour checks: participation, LMS record, AI disclosure log
- Open-items lines and a signature
How to use it
- Print one per session. Clip it to the folder or keep it next to the LMS card. Do not make a new series file.
- Tick only what you can point at. If the topic does not address the standing gap, stop. Non-accredited or realign, then come back.
- Leave credit language blank unless you already have the office statement. Copy the sentence your office uses. Do not let a tool mint one.
- Sign the open items. A missing disclosure or an unsigned mitigation is the finding. Write the name, not “pending.”
- Time to fill in
- 5 minutes per session
- Used by
- Weekly RSS packet, hospital coordinator desk
- Format
- Microsoft Word (.docx), editable
- Last reviewed
- August 2026
Other templates
Voice profile worksheet Every recipe that produces writing Take a look House style sheet Objectives, outcomes reports, anything participant-facing Take a look Taking the names out Making sense of open text feedback Take a look The number audit Outcomes reports, anything with numbers in it Take a look AI disclosure and activity-file log Any activity whose materials were drafted or analyzed with AI Take a look Office AI governance Team onboarding, teach-it sessions, reaccreditation evidence of process Take a look Using AI in accredited CE Teaching kit, conference tables, new-staff packets Take a look Activity-file audit File audits, interim director week one, mock survey prep Take a look
Or see every template, or read the 60-minute session plan for running this with your team.