Tips for Effective Site Training in Clinical Trials

By Editorial Team on June 7, 2024

Sites play a critical role in ensuring the success of clinical studies. However, effective site staff training can be challenging due to the complex nature of clinical trial protocols and the dynamic nature of the clinical research landscape. Read on for tips and strategies for effective site training to help you optimize study conduct and ensure compliance.

Screen Recordings

Provide sites with screen recordings. A recording library offers convenience and flexibility for busy site staff and is an option for staff who cannot attend additional training. Post-training, recordings can be made available to site staff for on-demand viewing, allowing them to refer to the training material as needed. Recordings can cover essential aspects of study conduct, such as patient enrollment procedures, data collection methods, adverse event reporting, and resolving queries.

Provide Visual Guides

Visual aids can significantly enhance the effectiveness of site training as well. Visual aid ideas include flowcharts illustrating the study workflow (e.g., what to expect at the screening visit), checklists outlining critical study tasks, or infographics summarizing important study procedures (e.g., treatment administration). These visual guides can be distributed in digital and physical formats to cater to different learning preferences and ensure site staff have clear visual references throughout the study.

Leave Resources Behind

Leave resources behind for site staff. Printed training manuals that outline key study procedures and provide step-by-step instructions for completing common tasks are helpful to have on hand at the site. While, a digital resource library accessible through the EDC system allows site staff to find relevant documents, templates, and SOPs quickly.

In conclusion, effective site training is essential for the successful conduct of clinical trials. Provide training materials to staff in advance to enable them to review the content at their own pace, identify areas where they need more clarification, and come prepared to engage actively during training sessions by asking questions and focusing on filling their knowledge gaps. And account for different learning styles by developing different types of resources. 

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