Build your business case, calculate ROI, and generate a ready-to-send approval email — in minutes.
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How to use this tool
This planner is designed to help clinical research site staff quickly build a professional, personalized business case for attending any SCRS Summit. Start by selecting your summit and filling in the details about your role and organization — this information flows directly into a ready-to-send approval email that you can copy and share with your supervisor in minutes.
Work through each tab in order: build your case by identifying the challenges your site is facing and what you expect to gain, then use the ROI Calculator to quantify your investment and anticipated outcomes. The Email Template tab assembles everything into a polished, professional message. After the event, return to the Post-Event Report tab to document what you learned and brought back — closing the loop for your organization and demonstrating the value of your attendance.
About you
This information will personalize your email template.
Make your case
Answer these four questions to build a compelling, specific justification.
Enrollment, sponsor relationships, staffing, compliance, operational efficiency, etc.
Specific sessions, workshops, or content areas you plan to attend.
Sponsors, CROs, peer sites, SCRS leadership, industry influencers.
Concrete actions, tools, or relationships you expect to apply at your site.
Estimated investment
Enter your projected costs. These will appear in your email template.
Registration ($)
Travel ($)
Hotel ($)
Total estimated investment$0
Anticipated connections & outcomes
These targets will appear in your email and help make a concrete case to your supervisor — no dollar estimates required.
How many sponsor or CRO contacts do you realistically plan to meet or reconnect with?
people
How many peer sites do you plan to connect with for benchmarking, best practice sharing, or collaboration?
sites
Planning to evaluate new tools or tech? How many solution providers do you want to meet in person?
companies
What are you evaluating? (optional)
How many site processes, workflows, or practices do you aim to improve based on what you learn?
improvements
Sponsor / CRO contacts
—
Site connections
—
Vendor meetings
—
Process improvements
—
Staff planning
Days away from site
Personalized from your answers. This email updates automatically as you complete the other tabs. Copy it and send directly, or paste into your preferred email client.
To: Your Supervisor
Approval Request — SCRS Global Site Solutions Summit
✓ Copied to clipboard
Post-event debrief
Complete this after the Summit and share with your supervisor to close the loop on your investment.
Name / Organization / Next step
Upcoming studies, therapeutic areas, or sponsor pipeline insights you learned about that may be relevant for your site.
The single most valuable insight or connection from the Summit.
