The planning meeting (10-15 min.) is the initial, high-level meeting about the study requirements. Attendees includes the PI and any staff involved in setup (i.e., both customer and StudyTRAX staff). The meeting centers around preparing for setup.
Client To-Do's List
- Complete and return the data collection schedule (see Data Collection Schedule.doc)
- Send us all available forms (or names of forms if not available)
- Wait to create / further develop forms (e.g., using MS Word) until after the planning meeting!
The main topics covered are:
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...
- Form factor (i.e., what size screens are anticipated, mobile → tablets → desktops)
Data Collection Schedule
- Timing of study events
- Visit schedule (e.g., baseline, week 1, week 2, etc.)
- Range around events
- Unplanned events (e.g., adverse events)
- Visit schedule (e.g., baseline, week 1, week 2, etc.)
- Which forms are collected with each study event