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SITE SELECTION METRICS 
Kunal Sampat
Senior Manager, Clinical Affairs
Abbott Vascular
BEST PRACTICES FOR
SPONSORS AND CROS 
SITE SELECTION
METRICS:
BEST PRACTICES
FOR SPONSORS
AND CROS
Determine key metrics
to make informed site
selection decisions
Gather, analyze and
present site selection
metrics to the cross-
functional teams
responsible for site
selection
Utilize feasibility
questionnaires to make
site selection decisions
THREE PRIMARY
GOALS FOR ANY
STUDY
1. Quick recruitment
2. High quality data
3. Regulatory compliance 
WHAT TYPE OF SITES  CRO/SPONSOR WANTS?
Start-up is quick Able to enroll qualified patients
Data quality meets or
exceeds our expectations
Grant amount represents fair
market value
WHAT METRICS SHOULD WE FOCUS ON THEN?
Research Coordinator Experience
Protocol Deviation Rate (Major)
Eligibility
Informed Consent
Late SAE reporting
Protocol Deviation Rate (Minor)
Follow-up compliance
Prior audit outcomes
Prior experience on other sponsor trials
Site responsiveness
Ability to speak English
Patient enrollment rate
Data entry compliance (% incomplete forms)
Master Service Agreement
Frequency of IRB/ Ethics Committee meeting
SITE PRINCIPAL INVESTIGATOR
Podium experience
Time to supervise the study
Geographical influence
STUDY-SPECIFIC
Ability to perform blinded visit
Ability to perform remote monitoring
Other
SITE SELECTION PROCESS
11. Create a spreadsheet with your site selection criteria as column headers
2. Email key stakeholders for site nominations - commercial, medical affairs,
3. clinical affairs, study PI and others
4. Populate the spreadsheet with site nominations
5. Input site metrics from 1-3 most recent or similar studies
6. Use EDC and CTMS as your source
7. Conduct site selection meeting to identify potential sites
8. Ask “selected” sites to complete feasibility questionnaire or call
9. Conduct sites for in-person or site assessment
10. Appoint study manager to review feasibility questionnaire and
assessment data
11. If no issues, “invite” site
12. Notify key stakeholders prior to or after site invitation
SITE SELECTION EFFICIENCY TIPS
Conduct site selection in phases (by country, region, 10-20
sites at once etc.)
Accept unlimited site nominations so everyone feels heard
Determine who is ultimately accountable for site selection
Ensure you have a system to follow-up with non-responsive
sites
Avoid multiple countries to avoid regulatory hurdles
Conduct country selection prior to site selection
Vet out every feasibility question, only ask what’s critical.
Don’t overwhelm sites
Set different weighting for each site selection criteria
WHY USE FEASIBILITY
QUESTIONNAIRES OR CALLS?
Weeds out unresponsive or uninterested sites
The act of completing a feasibility increases site commitment
Allows you to capture therapeutic data at the site level 
THANK YOU
TEXT "CLINICAL" to "44222
clinicaltrialpodcast.com

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Site Selection Metrics: Best Practices for Sponsors and CROs

  • 1. SITE SELECTION METRICS  Kunal Sampat Senior Manager, Clinical Affairs Abbott Vascular BEST PRACTICES FOR SPONSORS AND CROS 
  • 2. SITE SELECTION METRICS: BEST PRACTICES FOR SPONSORS AND CROS Determine key metrics to make informed site selection decisions Gather, analyze and present site selection metrics to the cross- functional teams responsible for site selection Utilize feasibility questionnaires to make site selection decisions
  • 3. THREE PRIMARY GOALS FOR ANY STUDY 1. Quick recruitment 2. High quality data 3. Regulatory compliance 
  • 4. WHAT TYPE OF SITES  CRO/SPONSOR WANTS? Start-up is quick Able to enroll qualified patients Data quality meets or exceeds our expectations Grant amount represents fair market value
  • 5. WHAT METRICS SHOULD WE FOCUS ON THEN? Research Coordinator Experience Protocol Deviation Rate (Major) Eligibility Informed Consent Late SAE reporting Protocol Deviation Rate (Minor) Follow-up compliance Prior audit outcomes Prior experience on other sponsor trials Site responsiveness Ability to speak English Patient enrollment rate Data entry compliance (% incomplete forms) Master Service Agreement Frequency of IRB/ Ethics Committee meeting SITE PRINCIPAL INVESTIGATOR Podium experience Time to supervise the study Geographical influence STUDY-SPECIFIC Ability to perform blinded visit Ability to perform remote monitoring Other
  • 6. SITE SELECTION PROCESS 11. Create a spreadsheet with your site selection criteria as column headers 2. Email key stakeholders for site nominations - commercial, medical affairs, 3. clinical affairs, study PI and others 4. Populate the spreadsheet with site nominations 5. Input site metrics from 1-3 most recent or similar studies 6. Use EDC and CTMS as your source 7. Conduct site selection meeting to identify potential sites 8. Ask “selected” sites to complete feasibility questionnaire or call 9. Conduct sites for in-person or site assessment 10. Appoint study manager to review feasibility questionnaire and assessment data 11. If no issues, “invite” site 12. Notify key stakeholders prior to or after site invitation
  • 7. SITE SELECTION EFFICIENCY TIPS Conduct site selection in phases (by country, region, 10-20 sites at once etc.) Accept unlimited site nominations so everyone feels heard Determine who is ultimately accountable for site selection Ensure you have a system to follow-up with non-responsive sites Avoid multiple countries to avoid regulatory hurdles Conduct country selection prior to site selection Vet out every feasibility question, only ask what’s critical. Don’t overwhelm sites Set different weighting for each site selection criteria
  • 8. WHY USE FEASIBILITY QUESTIONNAIRES OR CALLS? Weeds out unresponsive or uninterested sites The act of completing a feasibility increases site commitment Allows you to capture therapeutic data at the site level 
  • 9. THANK YOU TEXT "CLINICAL" to "44222 clinicaltrialpodcast.com