Operational Self-Assessment

Enrollment Operations Maturity Assessment

Evaluate the strength of your enrollment operations across intake, prescreening, coordinator capacity, referral management, workflow infrastructure, and operational performance, aligned with the enrollment operations framework. For a comparative analysis of what the highest-scoring operational profiles look like in practice, see how high-performing research sites manage enrollment operations. For the six conversion levers that low-scoring sites should address first, see improving enrollment performance without increasing referrals.

8 categories40 questions5-point scoring scale
0 / 40 answered

Category 1 of 8

Clinical Trial Intake

Evaluate the structure and consistency of your referral intake process.

Scale:1 = Not Established2 = Limited3 = Developing4 = Consistent5 = Optimized

1. Intake process is documented

Intake process is documented

2. Referral information is standardized

Referral information is standardized

3. Contact attempts are tracked

Contact attempts are tracked

4. Intake quality is measured

Intake quality is measured

5. Intake handoff process exists

Intake handoff process exists