Clinical Project Management Masterclass: Site Oversight & Relationship Building

Turn Underperforming Sites into Top Enrollers.

As a Study Manager, you are often responsible for the performance of 20, 50, or 100+ sites. But you cannot be at every site every day. So how do you ensure compliance and recruitment from a distance?

The Clinical Project Management Masterclass teaches you the psychology and strategy behind effective site management. It bridges the gap between operational metrics (KPIs) and human relationships, giving you the tools to “rescue” struggling sites and manage CRO relationships effectively.

What You Will Master

• Influence Without Authority: How to get PIs and Coordinators to prioritize your study over the five others they are running.
• The “Rescue” Strategy: A step-by-step framework for turning around high-risk or low-enrolling sites before you have to close them.
• CRO Oversight: (For Sponsors) How to manage the CRAs and PMs at a CRO to ensure they are managing the sites according to your standards.
• Remote Relationship Building: Techniques for building trust and rapport via Zoom and email.

Course Curriculum

Module 1: The Study Manager Mindset

• Moving from “Monitor” (Checker) to “Manager” (Leader).
• Understanding the Site’s Business Model: Why they behave the way they do.
• Setting Expectations: The “Site Charters” and Communication Plans.

Module 2: Strategic Site Management

• Recruitment Planning: helping sites build realistic enrollment funnels (not just guessing numbers).
• Motivation Tactics: Gamification, newsletters, and non-monetary incentives that actually work.
• Resource Management: identifying when a site is understaffed and how to help them fix it.

Module 3: Conflict Resolution & Communication

• Handling the “Difficult” PI: Scripts for de-escalating tension.
• The 3-Strike Rule: When and how to professionally fire a site.
• Writing effective “Escalation Letters” that get results without burning bridges.

Module 4: CRO & Vendor Oversight

• Managing the “Middle Man”: How to ensure your CRO is building good relationships with sites.
• Reviewing Monitoring Visit Reports (MVRs) for red flags that CRAs might miss.
• Co-monitoring visits: How to supervise without undermining the CRA.

Certification

Upon completion of the final leadership simulation, you will be awarded the Certified Clinical Project & Site Manager credential.