5. Planning & Budgeting
Screen Failure Rate
Budget for the unexpected
Design revisions
Increased production & shipping costs over time
Protocol revisions impacting recruiting
methods/materials
6.
7. Implementing the Plan
Staged approach Communication Plan
Sponsor/Site Staff
Multiple
Primary contacts
simultaneous
Secondary contacts
advertising efforts
Plan on changing Identify screening
your plan – analyze appointment
relatively often schedule workflow,
tools and conflicts
8. Ensuring High-Quality Participants
Start by casting a wide net
Think about a wide number of things or people when choosing the
thing or person you want*
Don’t skip the prescreening step
Ask the right questions at the right stage of
the recruitment process
*Idioms by The Free Dictionary
9. Monitoring Progress
Set realistic expectations up front
Identify benchmarks for success/failure
Simple tracking tools go a long way
Receiving logs & reports is not enough –
they have to mean something and be
actionable
10. Managing Enrollment Underperformance
Create competition among sites, coordinators and
investigators to increase momentum and foster
enthusiasm
Communicate underperformance before it becomes
insurmountable
Be supportive in providing possible resources and
solutions
Ensure nonperformance consequences are
communicated prior to starting recruitment
Have a backup plan/resource
12. Ensuring Participants Are Well-Informed
Public opinion drives policy
Passionate advocates are essential
“If you have more than 50
percent of patients saying their
chances are better than
average of avoiding some
harm or obtaining some
benefit, they are being
unrealistically optimistic
because you can’t say that
most people are above
average.”
Parker-Hope, Patients with Unrealistic Expectations, The New York
Times, March 7 2011
13. Understanding Participant Needs
Work/family obligations
Travel constraints
Financial incentives
Desire for information/sense of community
Expectations of coordinated care
Lack of insurance/comparison to SOC
14. Keeping Communication Open
Press releases
Local media
Patient newsletters
Direct patient/study staff communication via
email or telephone
Post-study satisfaction surveys, newsletters,
study drug updates
16. Create a centralized service to facilitate the enrollment of research
participants into UCSF clinical studies
Assume a large part of the burden of recruitment efforts
Provide expertise in recruitment materials development
Ensure materials meet regulatory guidelines and requirements
Offer an economy of scale for many recruitment activities
Use established vendor relationships
Increase the volume of high quality volunteers
Facilitate a wider catchment and more robust networks
17. Recruitment Analysis and Planning
Robust recruitment plan
Analysis of recruitment landscape
Protocol complexities, procedures, SOC
Competing studies
Geographic/demographic population
Marketing & Outreach methodologies
Suggested strategies
Timelines
Budgets for suggested strategies
18. Cohort ID and Direct Mail
Identify cohorts from inpatient medical
records (UCare and ThREDS)
ICD-9 codes
Demographics
CHR modification
Coordinate data extract services from ARS
Print and mail direct mail letters to cohort