The planning meeting is the initial, high-level discussion about the study requirements. Attendees are This meeting is to finalize setup plans for your research project. Attendees include the PI and any staff involved in setup (i.e., both customer and Studytrax staff).
Client To-Do's List
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| Note |
|---|
| Wait to create / further develop forms (e.g., using MS Word) until after the planning meeting! |
Agenda
Overview of Setup Components
- Summary of the various components involved in the setup process (see here).
Forms (i.e., CRFs, questionnaires)
- For StudyTRAX staff, learn about...
- What's planned for data collection and have any forms been created
- Customer sends forms for feedback and comparison with forms library
- Layout, look and feel issues
- What is / is not modifiable
- Which forms will be completed by subjects
- What's planned for data collection and have any forms been created
- For clients, learn about...
- How to communicate the data definition (see here)
- What's needed in the data definition
- Form factor (i.e., what size screens are anticipated, mobile → tablets → desktops)
Data Collection Schedule
...
- Visit schedule (e.g., baseline, week 1, week 2, etc.)
- Range around events
- Unplanned events (e.g., adverse events)
...
Prior To Meeting
- Complete the Study Survey
Agenda
Plan Setup
- Review requirements and any questions about Study Survey
- Review Studytrax feature set (see here).
- Determine which features to implement
- Plan and assign tasks
- Configuration setup (e.g., study visits)
- Testing plan