Clinical Trial Project Management
Standardization Saves time and money Use flowcharts, check sheets, and templates Key in reducing project risk
Flexibility
Flexibility needed for differences in projects Situations will arise during projects
Marketing the Site for Trial Opportunities CenterWatch www.centerwatch.com Clinical Investigators Directory online
www.clinicalinvestigators.com Pharma company websites Networking, word of mouth, previous
experience
Study/Investigator Match Notification of study opportunity by sponsor Database of potential Investigators to match
with opportunities Physician or staff contact with research office,
protocol in hand
Project Setup Procedure Can be standardized for most projects Early feasibility determinations made Assures minimum time and effort spent on an
infeasible project
Feasibility after Receiving Full Protocol First team feasibility assessment Can more accurately determine potential subject
population
Pharmacy issues Logistical issues of facilities, manpower
Site Evaluation Visit Receive letter from CRA outlining
requirements Schedule time with all affected study site
personnel Host the visit by accompanying the CRA
Team Meeting After receiving full protocol Include all affected parties Use draft budget and meeting agenda as
discussion tools
Study Budget Internal budget of actual costs and indirect costs Tool for project management Justification to sponsor of requested amounts
during negotiation
Use for planning and fund allocation throughout
project
Budget Development and Negotiation Standard startup costs and hourly rates for
Study Coordinator time
Draft budget modified per type of protocol,
discussions
Use budget for negotiation with sponsor
Payment Schedule Part of Clinical Trial Agreement Startup payments, non-refundable Pro-rated payments during project correspond to
effort Have good cash flow during project
Feasibility after Budget Negotiations Is negotiated amount sufficient May be a deal breaker Site may decide to take on project anyway
Project Implementation Phase Feasibility has been determined Continue with contract review, IRB and
regulatory submissions, and clinical setup simultaneously
Contract Review Draft contract provided by sponsor Budget is part of contract Use templates for standard language
Standard Contract Language Publication Restrictions, Intellectual Property Indemnification Confidential information and HIPAA
IRB/Regulatory Submissions Use local IRB Research Privacy Board Regulatory documents submitted to
Sponsor/CRO Copies of submissions kept in study files
Informed Consent Document 21 CFR 50 and 45 CFR 46 Use lay language and appropriate reading
comprehension level Template usually provided by sponsor
IRB Review PI presents protocol to local IRB IRB issues a modification request letter Consent Form modifications are first approved
by the Sponsor
IRB approval letter is issued
Regulatory Submissions FDA Form 1572 Protocol signature page, financial disclosures
of investigators IRB member roster and OHRP assurance IRB and RPB approval letters
Clinical Setup Good Clinical Practice Guidelines Standard Operating Procedures Recruitment plan for study Site Initiation
Site Initiation Government mandate to study sponsor On-site initiation or Investigator’s Meeting CRFs and study procedures discussed in
detail
On-Going Study Coordinator Duties Subject screening, enrollment, scheduling,
and CRF completion Monitor visits IRB and AE submissions Regular meetings with PI
Study Close-out Close-out visit by monitor Return of supplies and study drug Inform the IRB of closure Final data completion and query resolution
Study Project Payments Startup fees upon contract execution Per-subject, per-visit payments at intervals
during project Some payments must be invoiced separately Final payment upon query resolution of all data