Learning Resources
Member Resource Library
Best Practices for Connected Devices
Guidance for understanding and operationalizing connected devices in clinical trials. Learn how to enhance the site and patient experience with connected devices by promoting a simpler and more integrated systems approach.
Best Practices for Decentralized Trials
Before sites start hybrid decentralized trials, they should first understand their capabilities and any gaps. Understand concerns, best-suited options, and the ideal course for the successful adoption of decentralized trials at the site level.
Best Practices for Successful Budget Negotiations
Clinical Research Payment Network
Building Clinical Trial and Health Research Access Toolkit
for People of Color via Community Health Centers
CAPA Plan Reassessment Example
CAPA template
Clinical Research Coordinator Job Description
Co-Creating Your Roadmap to Community Engagement
Built from real conversations among sites, sponsors, CROs, and vendors, this resource outlines key principles, best practices, and actionable strategies for implementing meaningful community engagement at your site.
Confidentiality Agreement for New Site Staff
Coordinator Training Checklist
Cut >25 in 2025: Strategic Guidance for Industry Partners
Delegation Log and Staff Signatures
Provided by UHCMC Office of Research Compliance
Delegation Log Note to File
Provided by Corvallis Clinic
Delegation of Authority Log
Document Destruction Letter
Employee Travel / Events / Meetings Compensation Policy
eSignature Certification
Guide to Ransomware
Provided by David Vulcano
Hazardous Goods Training Module
Hazardous Goods Training Module dated 24JUL2009.
Informed Consent Checklist
Provided by Hampton Family Practice
Informed Consent Procedure SOP
Informed Consent SOP
Provided by Hampton Family Practice
Internal Audit Template
Investigational Product Release
Investigational Product Transfer Form
Investigational Product Transfer SOP
Investigator Job Description
Investigator Oversight Outline
Provided by Western Connecticut Health Network
Investigator Oversight Worksheet
Provided by Omega Medical Research
Investigator Responsibilities in Clinical Research
Amy K. Feehan, PhD
Julia Garcia-Diaz, MD, MSc, FACP, FIDSA, CPI
Invoiceables Calculation Spreadsheet
Calculate the costs associated within the Site Invoiceables Guide in your budget.
Making Accurate & Valuable Revenue Projections & Pipeline Forecasts
Provided by Carlos Orantes of Alcanza Clinical Research, Lauren Chazal of Headlands Research and Chris Hoyle of Elite Research Network
Monitor Reference Book
Rochester Clinical Research
Monitor Visit Survey
Site request for feedback after monitoring visit. Posted by DM Clinical Research.
Office Relocation Procedure
Post-Study CRA Survey
Principal Investigator Oversight / Guidance and Responsibilities
QA Process Form
Responsibilities and Training of the Research Team
Site CV
Use this CV to showcase your site’s capabilities, experience, and infrastructure to sponsors and CROs that may be interested in working with you.
Site Delegation Log
Site Delegation Log Template
Provided by the Corvalls Clinic
Site Fees – Line Items with Explanations
Provided by Royal Adelaide Hospital
Site Guide To Disaster Preparation and Recovery Planning
Site Guide to Managing Study Delays, Holds, and Cancellations
Site Invoiceables Toolkit
A detailed overview of common billable items that a site should consider when assessing costs associated with a clinical trial.
Site Key Performance Indicators (KPI) Toolkit
A KPI framework designed to help sites measure performance, forecast growth, and demonstrate value to Sponsors and CROs.
Site Manager Job Description
Site Manager’s Non-Technical Guide to Cybersecurity
Plan for business protection and data security.
Site Screening & Enrollment Log
Records subject consent, screening, and outcomes, providing a full list of screened subjects when not tracked electronically. Required for all study types; columns may be customized as needed.
Site Toolkit to Address Workforce Challenges & Inflation
Offers best practices to maximize revenue, minimize costs, and recruit and retain employees.
Sponsor Notification of Destruction of Files
Sponsor Pre-Trial Questionairre
Vivienne van de Walle, PT&R
Startup Calculator Spreadsheet
A calculator that helps sites estimate the full cost of study startup by tracking time spent across roles and activities, from feasibility through site initiation.
Strong Site CTAs and Budgets Negotiations
Clinical Research Payment Network
Study Acuity Assessment Tool
Study Record Transfer SOP
Tech Implementation Checklist
Transport of IP and Study Records
Provided by Medispect Medical Research