Pre-Activation Self-Assessment

Study Activation Readiness Assessment

Evaluate whether your site's enrollment operations are prepared for study activation across eight readiness domains. Identify gaps before they affect early enrollment performance. For a broader look at the operational characteristics that distinguish sites that activate well from those that don't, see how high-performing research sites manage enrollment operations.

8 readiness domains40 questions5-level scoring scale
0 / 40 answered

Domain 1 of 8

Intake Readiness

Evaluate whether referral intake processes are documented, structured, and prepared for study-specific candidate volume.

Scale:1 = Not Started2 = Planned3 = In Progress4 = Nearly Ready5 = Ready

1. Study-specific intake SOP is documented and accessible to all relevant staff

Study-specific intake SOP is documented and accessible to all relevant staff

2. First-contact attempt SLA is defined and communicated (e.g., within 24 hours)

First-contact attempt SLA is defined and communicated (e.g., within 24 hours)

3. Study-specific data collection requirements are documented at the intake stage

Study-specific data collection requirements are documented at the intake stage

4. Intake form or data capture process has been configured for this protocol

Intake form or data capture process has been configured for this protocol

5. Intake-to-prescreening handoff process is defined and tested

Intake-to-prescreening handoff process is defined and tested