How do we mitigate a planner’s financial relationships with ineligible companies?

Institute a process and documentation to demonstrate that the planning team took efforts to screen the planner’s decisions and contributions for bias.  This might include:

  • Directing a colleague with no financial relationships to check the planner’s work for bias
  • Limiting the planner’s role (e.g., they focus on educational design but do not participate in faculty selection)
  • Removing the planner from their role and replacing them with a qualified individual

In all cases, ensure you document the process so that you can reference it for annual reporting, record retention, and potential audit/reaccreditation purposes.

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Weekly Compliance Tip

How do we mitigate a planner’s financial relationships with ineligible companies?

Institute a process and documentation to demonstrate that the planning team … More >

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