Course curriculum

  • 1

    Chapter 1: Introduction to New Staff

    • Introduction

    • Computer programs

    • Regulatory Trainings

    • Regulatory SOPs

    • Dress code

    • Compensation and benefits

    • Email signature and voicemail

    • Complete HR Manual

    • RealTime University
  • 2

    Chapter 2: HR Processes

    • Lesson 1: Filling Openings Processes

    • Lesson 2: Selection Processes

    • Lesson 3: 90 Day Onboard and Training Processes

    • Lesson 4: Maintenance
  • 3

    Chapter 3: Finance Processes

    • 2022 FINANCE PROCESSES

    • Lesson 1: Budgets

    • Lesson 2: Accounts Payable Processes

    • Lesson 3: Payroll

    • Lesson 4: Accounts Receivable

    • Lesson 5: Reporting and Regulatory Processes

    • Monthly - Week 2

    • Annual - Week 1

    • Monthly - Week 1

    • Monthly - Week 3

    • Monthly - Week 4

    • Bi-Weekly

    • Quarterly

    • Purchasing
  • 4

    Chapter 4: Facilities and Services Processes

    • Kamloops Office

    • Off-site facilities and services

    • Agenda

    • Phones - Bell account
  • 5

    Chapter 5: Business Development - Getting a Study Processes

    • Assembling a team

    • Finding study

    • The Funnel Documentation

    • Lesson1: Annual, Quarterly, Monthly Weekly Processes

    • Lesson 2: Assembling the Pitch Processes
  • 6

    Chapter 6: Start-up Processes

    • Lesson 1: Regulatory Process

    • Lesson 2: Finances Processes

    • Lesson 3: Team and Training Processes

    • Lesson 4: Inventory Processes

    • Lesson 5: QC and Monitoring

    • Lesson 6: Recruiting Processes
  • 7

    Chapter 7: Recruitment - Getting our Patients Processes

    • Market research

    • Maintaining Database

    • Referrals

    • Events

    • Alliances and Community

    • Media

    • Evaluation

    • Toolkit Templates
  • 8

    Current Studies

    • Biogen (EMBARK) Phase III AD

    • Green Valley Pharmaceuticals Phase III Mild to Moderate AD

    • FRESH Hypertension

    • Astellas Hot Flashes
  • 9

    Study Contracts

    • Biogen

    • Green Valley

    • Quantum Genomics

    • ASTELLAS Hot Flash
  • 10

    Current staff

    • Kamloops Team | Contact Information

    • Head Office | Contact Information

    • Kelowna Team | Contact Information

    • Penticton Team | Contact Information

    • West Vancouver | Contact Information

    • North Vancouver | Contact Information
  • 11

    Laboratory

    • Equipment

    • Drugs | IP Shipments and Storage

    • Samples | Storage and Shipping
  • 12

    New Hires

    • Orientation

    • Onboarding | Required training
  • 13

    Platforms we use

    • Platforms / Websites
  • 14

    Business Development

    • Market overview

    • Our value proposition

    • SWOT

    • Lead Generation Strategy

    • Lead Conversion Strategy

    • EOS Concept

    • Business Development Presentation
  • 15

    Site Visits (Monitoring)

    • Reports

    • typical visit
  • 16

    Our Patients

    • Communications
  • 17

    Health Canada Audit

    • Resources
  • 18

    The Financials of a Study

    • Procedures, Estimated Time and Qualifications Necessary

    • Our Chart of Accounts

  • 19

    Management

    • Required Criteria for Site Managers
  • 20

    Study Evaluation

    • Budget evaluation

    • Recruitment evaluation

    • Opportunity evaluation