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Templates and SOPs

Increase your efficiency by utilizing our library of Templates and Standard Operating Procedures.

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Content Type
Budget Justification Letter Raymond Nomizu Budget/Finance
Budget Justification Letter

A word document template that lists common invoiceable items you could ask for, and their rationale. Download and adapt for your site.

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Study Budget Raymond Nomizu Budget/Finance
Study Budget

An Excel spreadsheet that lets you input visits, procedures and overhead, then calculates your target per-visit amount for budget negotiation purposes.

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Standardized CV Amanda Wright Business Development
Standardized CV

A standard research-oriented CV template you can use for all your site staff members. This CV consolidates the critical information CRA's need to see.

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Training Quiz - Coordinator Best Practices Raymond Nomizu Clinical Trial Site Operations
Training Quiz - Coordinator Best Practices

Multiple choice questions that beginning coordinators can use to test their knowledge of best practices in research. Most of the concepts are correlated with GCP, but there's an emphasis on practical tools.

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Training Quiz - Site SOPs Raymond Nomizu Clinical Trial Site Operations
Training Quiz - Site SOPs

Multiple choice questions to ensure that site staff are familiar with your site's SOPs. Of course, these questions are heavily dependent on your site's actual SOP's, so you will need to use these as a starting point,...

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Training Glossary - Terms of the Trade Raymond Nomizu Clinical Trial Site Operations
Training Glossary - Terms of the Trade

For new staff, this template can be a perfect introduction to clinical research industry terminology so that they can be onboarded as quickly as possible.

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