Clear All Filters Budgeting & FinanceHuman Resources & TrainingJob DescriptionsOtherSOPs & FormsTechnologyTemplates & Sample Language

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.

Categories: Technology

DOWNLOAD FILE »

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.

Categories: Technology

DOWNLOAD FILE »

Best Practices for Successful Budget Negotiations

Clinical Research Payment Network

Categories: Budgeting & Finance

DOWNLOAD FILE »

Building Clinical Trial and Health Research Access Toolkit

for People of Color via Community Health Centers

 

Categories: Other

DOWNLOAD FILE »

CAPA Plan Reassessment Example

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »

CAPA template

Categories: Templates & Sample Language

DOWNLOAD FILE »

Clinical Research Coordinator Job Description

Categories: Job Descriptions

DOWNLOAD FILE »

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.

Categories: Other

DOWNLOAD FILE »

Confidentiality Agreement for New Site Staff

Categories:

DOWNLOAD FILE »

Coordinator Training Checklist

Categories: Human Resources & Training

DOWNLOAD FILE »

Cut >25 in 2025: Strategic Guidance for Industry Partners

Categories: Human Resources & Training

DOWNLOAD FILE »

Delegation Log and Staff Signatures

Provided by UHCMC Office of Research Compliance

Categories: Human Resources & Training

DOWNLOAD FILE »

Delegation Log Note to File

Provided by Corvallis Clinic

Categories: Templates & Sample Language

DOWNLOAD FILE »

Delegation of Authority Log

Categories: Templates & Sample Language

DOWNLOAD FILE »

Document Destruction Letter

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »

Employee Travel / Events / Meetings Compensation Policy

Categories: Human Resources & Training

DOWNLOAD FILE »

eSignature Certification

Categories:

DOWNLOAD FILE »

Guide to Ransomware

Provided by David Vulcano

Categories: Technology

DOWNLOAD FILE »

Hazardous Goods Training Module

Hazardous Goods Training Module dated 24JUL2009.

Categories: Human Resources & Training and Other

DOWNLOAD FILE »

Informed Consent Checklist

Provided by Hampton Family Practice

Categories: Human Resources & Training and SOPs & Forms

DOWNLOAD FILE »

Informed Consent Procedure SOP

Categories: SOPs & Forms

DOWNLOAD FILE »

Informed Consent SOP

Provided by Hampton Family Practice

Categories: SOPs & Forms

DOWNLOAD FILE »

Internal Audit Template

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »

Investigational Product Release

Categories: SOPs & Forms

DOWNLOAD FILE »

Investigational Product Transfer Form

Categories: SOPs & Forms

DOWNLOAD FILE »

Investigational Product Transfer SOP

Categories: SOPs & Forms

DOWNLOAD FILE »

Investigator Job Description

Categories: Job Descriptions

DOWNLOAD FILE »

Investigator Oversight Outline

Provided by Western Connecticut Health Network

Categories: Human Resources & Training

DOWNLOAD FILE »

Investigator Oversight Worksheet

Provided by Omega Medical Research

Categories: Human Resources & Training, SOPs & Forms, and Templates & Sample Language

DOWNLOAD FILE »

Investigator Responsibilities in Clinical Research

Amy K. Feehan, PhD

Julia Garcia-Diaz, MD, MSc, FACP, FIDSA, CPI

Categories: Job Descriptions

DOWNLOAD FILE »

Invoiceables Calculation Spreadsheet

Calculate the costs associated within the Site Invoiceables Guide in your budget.

Categories: Budgeting & Finance

DOWNLOAD FILE »

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

Categories: Budgeting & Finance

DOWNLOAD FILE »

Monitor Reference Book

Rochester Clinical Research

Categories: Human Resources & Training

DOWNLOAD FILE »

Monitor Visit Survey

Site request for feedback after monitoring visit.  Posted by DM Clinical Research.

Categories: Templates & Sample Language

DOWNLOAD FILE »

Office Relocation Procedure

Categories: SOPs & Forms

DOWNLOAD FILE »

Post-Study CRA Survey

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »

Principal Investigator Oversight / Guidance and Responsibilities

Categories: Human Resources & Training, Job Descriptions, and SOPs & Forms

DOWNLOAD FILE »

QA Process Form

Categories: SOPs & Forms

DOWNLOAD FILE »

Responsibilities and Training of the Research Team

Categories:

DOWNLOAD FILE »

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.

Categories: Templates & Sample Language

DOWNLOAD FILE »

Site Delegation Log

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »

Site Delegation Log Template

Provided by the Corvalls Clinic

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »

Site Fees – Line Items with Explanations

Provided by Royal Adelaide Hospital

Categories: Budgeting & Finance and Templates & Sample Language

DOWNLOAD FILE »

Site Guide To Disaster Preparation and Recovery Planning

Categories: Other

DOWNLOAD FILE »

Site Guide to Managing Study Delays, Holds, and Cancellations

Categories: Budgeting & Finance

DOWNLOAD FILE »

Site Invoiceables Toolkit

A detailed overview of common billable items that a site should consider when assessing costs associated with a clinical trial.

Categories: Budgeting & Finance

DOWNLOAD FILE »

Site Key Performance Indicators (KPI) Toolkit

A KPI framework designed to help sites measure performance, forecast growth, and demonstrate value to Sponsors and CROs.

Categories: Templates & Sample Language

DOWNLOAD FILE »

Site Manager Job Description

Categories: Job Descriptions

DOWNLOAD FILE »

Site Manager’s Non-Technical Guide to Cybersecurity

Plan for business protection and data security.

Categories: Technology

DOWNLOAD FILE »

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.

Categories: Templates & Sample Language

DOWNLOAD FILE »

Site Toolkit to Address Workforce Challenges & Inflation

Offers best practices to maximize revenue, minimize costs, and recruit and retain employees.

Categories: Budgeting & Finance and Human Resources & Training

DOWNLOAD FILE »

Sponsor Notification of Destruction of Files

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »

Sponsor Pre-Trial Questionairre

Vivienne van de Walle, PT&R

Categories: Other and Templates & Sample Language

DOWNLOAD FILE »

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.

Categories: Budgeting & Finance

DOWNLOAD FILE »

Strong Site CTAs and Budgets Negotiations

Clinical Research Payment Network

Categories: Budgeting & Finance

DOWNLOAD FILE »

Study Acuity Assessment Tool

Categories:

DOWNLOAD FILE »

Study Record Transfer SOP

Categories: SOPs & Forms

DOWNLOAD FILE »

Tech Implementation Checklist

Categories: Technology

DOWNLOAD FILE »

Transport of IP and Study Records

Provided by Medispect Medical Research

Categories: SOPs & Forms and Templates & Sample Language

DOWNLOAD FILE »