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Use this checklist before every CME writing project to set clear expectations, prevent scope creep, and establish healthy business boundaries.

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1. Project Overview

• [ ] Client and project lead identified
• [ ] Activity type defined (needs assessment, enduring module, outcomes report, live event content, etc.)
• [ ] Delivery format confirmed (slides, script, article, online module, etc.)
• [ ] Target audience documented (specialty, role, practice setting)

2. Deliverables

• [ ] Draft learning objectives aligned with identified gaps
• [ ] Content outline or storyboard
• [ ] Script, slides, or article content (specify format + word count/slide count)
• [ ] Assessment items (number and type specified: MCQs, polling, case-based, etc.)
• [ ] Reference list in agreed format (AMA, APA, etc.)
• [ ] Outcomes reporting content (if applicable: survey items, short summary narrative)

3. Out-of-Scope Items (clarify early to prevent scope creep)

• [ ] Graphic design and formatting
• [ ] Video production or editing
• [ ] Raw data collection or statistical analysis
• [ ] SME recruitment or scheduling
• [ ] Grant portal formatting or submission

4. Workflow & Timelines