Cambridge Healthtech Institute’s 3rd Annual

Resource Management and Capacity Planning for Clinical Trials

Metrics and Strategies for Efficient Resource Forecasting and Management

February 20-21, 2020

Companies large and small are taking on more clinical trials and with new designs, it is more critical than ever to develop effective strategies for forecasting, budgeting, negotiating, and contracting both internally and externally with sites, CROs, and other partners. Finance and operations teams must continue to evolve and adapt, especially in light of new and changing regulations and laws. Cambridge Healthtech Institute’s 10th Annual Clinical Trial Forecasting, Budgeting and Contracting conference will showcase case studies and best practices on effective budgets and clear contracts, finding harmony among all stakeholders, and using innovative tools to streamline the process.

Arrive early and attend Part 1 (Wed - Thurs): Clinical Trial Forecasting, Budgeting and Contracting

Final Agenda

Thursday, February 20

11:30 am Registration Open

12:30 Bridging Luncheon Presentation (Sponsorship Opportunity Available) or Enjoy Lunch on Your Own

1:00 Coffee and Dessert Break in the Exhibit HallBioTelResearch


2:00 Afternoon Plenary Keynotes

3:10 Booth Crawl & Refreshment Break in the Exhibit Hall. Last Chance for Exhibit Viewing


4:10 Chairperson’s Remarks

Jeff Kingsley, DO, MBA, CPI, FACRP, Chief Executive Officer, IACT Health

4:15 Bayer’s Evaluation of Clinical Operation Resource Management

Theison,_PietPiet Theisohn, Director, Head, Resource Management in Clinical Operations, R&D-ClinOps - Business Excellence & Innovation, Bayer AG Pharma Division

In 2019, Bayer evaluated the Resource Management approach in Clinical Operations with regards to processes and organization. The functional leadership teams in CO were interviewed and an enhanced design presented to management for decision and implementation. We will share the key feedback and what Bayer’s enhanced Resource Management approach looks like.

4:45 Clinical Resource Planning & Management: What’s The Benefit?

Paule_GiseleGisele Paule, Contract Coordinator, Clinical Planning & Resource Management, Abbott Nutrition

Once your resource management process is optimized, what’s next? You aligned teams, changed culture and overhauled processes. Now it’s time to use the data. We will discuss the ongoing relationship between better inputs, accurately reported effort and improved forecasting. We will demonstrate outputs we used to create meaningful reporting for team managers, directors and VPs. Finally, we will debate the longstanding question - what is the benefit of resource planning?

5:15 Investigator Training and Engagement Data as Resources to Prevent Clinical Trial Delays

Tontini_JenniferJennifer Tontini, Vice President, Global Business Development, Educational Measures

Poor quality data and inappropriate patient selection are key causes of clinical trial delays. Effective training of site teams at investigator meetings can mitigate the underlying causes. In this session, we cover how to leverage interactive content and participant engagement as resources to improve knowledge retention of study protocol, patient selection, informed consent and standards for data collection. Capturing and assessing participant engagement data closes the gap by identifying areas where additional training is needed.

5:45 Shared Resources with Competitors as a “Relief Valve” for Workload Volatility

jeff kingsleyJeff Kingsley, DO, MBA, CPI, FACRP, CEO, IACT Health

The clinical trial pipeline is highly volatile, resulting in significant peaks and troughs for staff workload. Adding team members for a peak will result in losses during a trough. However, shared resources amongst research organizations can balance the needs of all. Dr. Kingsley will suggest solutions, resulting in variable costs and improved performance.

6:15 Networking Reception (Sponsorship Opportunity Available)

7:15 Close of Day

Friday, February 21

7:15 am Registration Open

7:45 Breakfast Presentation to be Announced

8:15 Session Break


8:20 Chairperson’s Remarks

8:25 CO-PRESENTATION: Effectively and Efficiently Driving the Resourcing Discussion Using Analytics and Collaboration

Mork_LailaLaila Mork, Senior Manager, Systems, Analytics & Reporting, Business Operations, Allergan

Yi_JosephJoseph Yi, Systems, Analytics & Reporting Administrator, Allergan

Resource planning requires not only the right tools, but also the right conversations at the right time. This presentation will cover all three aspects, including: practical methods for resourcing within and across business units, powerful ways to visualize resourcing needs with different levels of granularity, and frequency and alignment of resourcing activities. Attendees will see real-world examples of resource planning and visualizations that drive conversation and decision making.

9:25 What Sponsors and CROs Need to Know about CRC Performance Metrics Before Site Selection

Morin_DavidDavid J. Morin, MD, FACP, CPI, FACRP, Director of Research, Clinical Research, Holston Medical Group

Essential to the success of a study are highly functional Clinical Research Coordinators (CRCs). How CRCs perform depends on their intrinsic abilities, concomitant workload and site structure. We will review how these elements are measured and applied to resource capacity planning through the use of novel metrics. When a new study is considered, the Sponsor/CRO should confirm that the CRC has the capacity to successfully complete the study if assigned.

nCoup_NoTagline 9:55 Leveraging the EHR in Clinical Trials Fulfillment

Roy Jones, MD, PhD, Professor, Medicine, MD Anderson Cancer Center

The capability to leverage EHR data in the fulfillment of clinical trials has arrived and the return on investment can be substantial.  In this session, the panelists describe their experience implementing an EHR2EDC solution from both the research site and sponsor perspectives.   

10:25 Networking Coffee Break


10:55 Chairperson’s Remarks

Audrey Rossow, Senior Director, Clinical Operations, Pulmatrix, Inc.

11:00 How Many Internal ClinOps Resources Should You Have for Study Startup?

Rossow_AudreyAudrey Rossow, Senior Director, Clinical Operations, Pulmatrix, Inc.

In most biotech companies, budgets are small and timelines are as tight as possible in order to get the data needed to support the next round of funding and the next step in your clinical development program. The best way to achieve the next step is proper planning ahead. This presentation will focus on proper resourcing of a sponsor’s internal Clinical Operations team to support a clinical trial during startup.

your_encore11:30 Presentation to be Announced

12:00 pm Transition to Shared Sessions


12:05 Transparency is Key to Successfully Enable Vendor Partnerships Align on Resource Demands

Lawrence_EricEric Lawrence, MBA, MS, Associate Director, Clinical Biomarker Specialty Lab Alliance Lead, Bristol-Myers Squibb

Successful execution of a study supported by third party vendors begins with transparency of expectations.  When a strategic partner is selected by multiple study teams with no visibility for competing resources from an enterprise perspective, the opportunity for risks to the portfolio become evident.  Strategies to mitigate pitfalls with external providers to ensure successful execution and success for the partnership will be reviewed.

12:35 INTERACTIVE PANEL: How Varying Resource Availability Affects Outsourcing, Operations and Pressures in Large vs. Small Pharma

Bradley_CharlesModerator: Chuck Bradley, Vice President, Clinical Development, FibroGen, Inc.

OBoyle_ErinPanelists: Erin O’Boyle, Senior Director, Clinical Operations, Rezolute, Inc.

Bonner_WesWes Bonner, Vice President, Strategic Development, Meridian Clinical Research

Theison,_PietPiet Theisohn, Director, Head, Resource Management in Clinical Operations, R&D-ClinOps - Business Excellence & Innovation, Bayer AG Pharma Division

This panel will highlight key differences in how large and small pharma companies address clinical operations due to varying amounts of resources. Panelists will address questions, such as:

  • How does resource availability affect the outsourcing strategy?
  • How do small and large pharma companies work with CROs on timelines, deliverables and meeting targets?
  • How do different-sized companies prioritize milestones, and what types of risk mitigation are put into place?

1:05 Transition to Lunch

1:10 SCOPE Send Off Luncheon Presentation (Sponsorship Opportunity Available)

1:40 Closing Remarks

1:45 SCOPE Summit 2020 Adjourns


Tuesday Evening, Wednesday Morning, Wednesday Afternoon Plenary Keynotes Featuring:

SCOPE’s 2020 Participant Engagement Award, in Memory of Jerry Matczak
Patient Perspectives as an Input to Feasibility and Clinical Trial Design
Digital Trends that Are Changing Clinical Research
Health Literacy Throughout Drug Development – Why It Matters to Pharma and to Patients
Implementing an Innovation Methodology to Accelerate Clinical Trial Innovation within Your Organization

For more details on the Plenary Keynotes
For more details on the Participant Engagement Award


Concurrent breakout discussion groups are interactive, guided discussions hosted by a facilitator or set of co-facilitators to discuss some of the key issues presented earlier in the day’s sessions. Delegates will join a table of interest and become an active part of the discussion at hand. Bring your pharma, biotech, CRO, site, hospital or patient perspective to each of the discussions below. To get the most out of this interactive session and format please come prepared to share examples from your work, vet some ideas with your peers, be a part of group interrogation and problem solving, and, most importantly, participate in active idea sharing: breakouts


Arrive early and attend Part 1 (Wed - Thurs): Clinical Trial Forecasting, Budgeting and Contracting

* The program is subject to change without notice, due to unforeseen reason.

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