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.
Category 1 of 8
Clinical Trial Intake
Evaluate the structure and consistency of your referral intake process.
1. Intake process is documented
2. Referral information is standardized
3. Contact attempts are tracked
4. Intake quality is measured
5. Intake handoff process exists
