Course curriculum

  • 1

    1. SET UP

    • Step 1. Complete Market Research (Segmented Profile, Messaging, Tools)

    • Step 2. Prepare general copy - Target: doctors, advocates, societies, web, ads, press release

    • Step 3. Submit patient facing materials to Sponsor and Regulatory for approvals

    • Step 4. Establish randomization goals for Month 1,2,3,4,5 and input to QuickBooks and RealTime

    • Step 5. Create PLAN 1- who doing what when, estimated cost, metrics & monitoring schedule
  • 2

    2. DATABASE

    • Step 1. Mine database for eligible candidates against protocol - flag for follow up in RealTime

    • Step 2. Call or write to inform them about a new study, enter data in RealTime. Follow up and update data in RealTime

    • Step 3. Setup RealTime for Prescreeners with inclusion exclusions and script

    • Step 4. Call to Prescreen potential patients and update RealTime database

    • Step 5. Follow up, Follow up, Follow up
  • 3

    3. RELATIONSHIPS

    • Step 1. Prepare target list of clinics and doctors, pharmacy, advocates, media, health professionals

    • Step 2. Create targeted pitch for each audience

    • Step 3. Follow TPD* cycle of 5 to make contact with gatekeepers, our target, do the intelligence, follow up

    • Step 4. Reflect at each cycle checkpoint for learnings - repeat Cycle of Thinking, Planning & Doings (*TPD)
  • 4

    4. EVENTS

    • Step 1. Select events - Lunch and Learn, evening dinner, morning breakfast, virtual event (Youtube)

    • Step 2. Follow the specific 6 week Party Planner Checklist

    • Step 3. Prepare Results and Reflection Report
  • 5

    5. ALLIANCES

    • Step 1. Prepare list of target alliances

    • Step 2. Prepare invitation and send

    • Step 3. Follow up, follow up and follow up

    • Step 4. Create Letter of Intent as appropriate
  • 6

    6. MEDIA

    • Step 1. Prepare media plan and get approvals

    • Step 2. Prepare copy and get approvals

    • Step 3. Place media

    • Step 4. Follow up to track response and results ( prescreened, screened, randomized)

    • Website - Posting a blog or press release

    • Website - Posting a new study

    • Website - Posting a new landing page

    • Website - Posting a new job opportunity

    • Press releases - Media Contacts

    • Social Media (Paid) - Campaign Results
  • 7

    7. REPORTING

    • Step 1. Prepare Weekly Report on results and reflection

    • Step 2. Prepare Monthly Report on results and reflection

    • Step 3. Prepare Quarterly Report on results and reflection

    • Bi weekly site recruitment meetings
  • 8

    8. MARKETING - BD

    • 1. Research

    • 2. Lead Generation

    • 3. Lead Conversion
  • 9

    9. MARKETING - RECRUITMENT

    • 1. Research

    • 2. Database

    • 3. Relationships

    • 4. Events

    • 5. Alliances

    • 6. Media

    • 7. Reporting & Monitoring
  • 10

    RealTime

    • Updating the Medical History

    • Scheduling Screening & Memory Clinic Appointments

    • Editing the Pre-Screening Script

    • Add a Subject

    • Add a referral source

    • Uploading recruitment invoices

    • Uploading Regulatory Recruitment Documents
  • 11

    Regulatory

    • Social Media Ads
  • 12

    Prescreening Team

    • Prescreening

    • Prescreening process