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Clinical Trial Execution Excellence: A Practical Course for CRCs & CRAs

Course Description

In today’s clinical research environment, trials rarely fail due to science—they fail due to operational execution, decision-making gaps, and lack of strategic oversight. At the center of this challenge is one critical role: the Clinical Trial Manager (CTM). The Clinical Trial Leadership course is an executive-level program designed to transform high-performing Clinical Research Coordinators (CRCs), Clinical Research Associates (CRAs/Lead CRAs), and Jr. Clinical Trial Leads/Managers into strategic Clinical Trial Managers capable of leading complex studies from concept through close-out. This 2-day virtual training program goes beyond traditional training by focusing not on tasks—but on leadership, accountability, and decision-making under real-world condition. Each module includes CTM Responsibilities and Mock Exercises (Real-World Scenarios)

Course at a Glance

2-Day Live Virtual Workshop
2 Full Days of Interactive Learning

Intensive, instructor-led sessions

May 30-31,2026

Upcoming Virtual Workhop

9:00 AM - 4:00 PM EST

Small-group, live instructor-led sessions

Price : $1995.00 USD
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Location:

Participate from anywhere with stable internet

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Certificate of Completion from CRTA

Recognized professional credential

Faculty Director: Sonja Cooper
Limited Seats - Secure Your Spot Early!

Learning Objectives

By the end of the program, participants will be able to:

  • Transition from site-level execution to study-level leadership
  • Make high-stakes operational decisions under uncertainty
  • Design and implement risk-based monitoring strategies (RBQM)
  • Lead cross-functional teams, CROs, and vendors
  • Identify and mitigate enrollment, data quality, and compliance risks
  • Translate complex data into clear executive-level insights
  • Drive clinical trials toward successful, inspection-ready outcomes

Who Should Attend

  • Senior Clinical Research Coordinators (CRCs) ready to advance
  • Clinical Research Associates (CRAs) preparing for CTM roles
  • Newly appointed Clinical Trial Managers seeking to accelerate impact
  • Organizations developing future clinical operations leaders

Course Outline

Day 1: Foundations + Site Execution

Module 1: The Clinical Trial Ecosystem (Big Picture Thinking)

Objective: How roles impact trials success and CTM responsibilities

Topics:

  • Drug vs Device vs Combination trials (operational differences)
  • Sponsor, CRO, Site roles and responsibilities
  • Where trials fail—and why (real examples)

CTM responsibilities

  • Define operational model (Full CRO vs Hybrid)
  • Align cross-functional stakeholders
  • Set study success metrics (timelines, quality, enrollment)

Mock Exercise

Module 2: ICH-GCP in Real Life (Not Theory)

Objective: Apply GCP principles in daily work and CTM responsibilities

Topics:

  • Key ICH-GCP principles translated into site actions
  • ALCOA+ data integrity
  • Informed consent pitfalls
  • Protocol adherence vs real-world challenges

CTM Responsibilities

  • Ensure GCP compliance across all sites
  • Oversee training strategy (not just completion)
  • Monitor protocol adherence trends

Mock Exercise

Module 3: Study Start-Up & Site Activation

Objective: Execute efficient site activation

Topics:

  • Feasibility & site selection (what really matters)
  • Regulatory documents & essential documents
  • Contracts & budgets (what CRCs/CRAs should watch for)
  • Site Initiation Visits (SIV): how to do them right

CTM Responsibilities

  • Approve final site selection
  • Drive startup timelines
  • Ensure regulatory readiness

Mock Exercise

Module 4: Site-Level Trial Execution

Objective: Master day-to-day study conduct

Topics:

  • Patient recruitment & retention strategies
  • Visit execution (source → eCRF flow)
  • Protocol deviations (how they happen + prevention)
  • AE/SAE reporting workflows

CTM Responsibilities

  • Monitor enrollment vs forecast
  • Oversee protocol compliance trends
  • Escalate underperforming sites

Mock Exercise

Day 2: Monitoring, Quality & Advanced Execution

Module 5: Monitoring & Oversight (CRA + CRC Alignment)

Objective: Understand how monitoring really works

Topics:

  • On-site vs Remote vs Central Monitoring
  • What CRAs look for
  • Common findings during monitoring visits
  • How CRCs can "pre-audit" their own work

CTM Responsibilities

  • Define monitoring strategy (On-site vs RBM vs Central)
  • Review monitoring reports for trends
  • Ensure CRA effectiveness

Mock Exercise

Module 6: Risk-Based Quality Management (RBQM Made Simple)

Objective: Apply risk-based thinking without complexity

Topics:

  • What are KRIs and QTLs (simplified)
  • Critical data vs non-critical data
  • Risk signals at the site level
  • How to prevent audit findings proactively

CTM Responsibilities

  • Define KRIs and QTLs
  • Monitor risk signals
  • Trigger corrective actions

Mock Exercise

Module 7: Data Quality & Inspection Readiness

Objective: Always be audit-ready

Topics:

  • TMF vs ISF (what goes where)
  • Common audit/inspection findings
  • Source documentation best practices
  • Query management and data cleaning

CTM Responsibilities

  • Ensure TMF completeness
  • Oversee data cleaning timelines
  • Prepare for audit/inspection

Mock Exercise

Module 8: Close-Out & Study Completion

Objective: Finish strong and inspection-ready

Topics:

  • Close-out visits (what's often missed)
  • Drug/device accountability
  • Final data reconciliation
  • Archiving requirements

CTM Responsibilities

  • Ensure database lock readiness
  • Oversee final reconciliation
  • Confirm site close-out completeness

Mock Exercise

Real-World Application

Participants will work through live clinical trial simulations, including:

  • Oncology trial Enrollment delays, high screen failures, biomarker challenges
  • Medical device trial: Data integrity issues, device failures, patient compliance risks

These simulations mirror the actual challenges CTMs face, ensuring immediate real-world applicability.

Sonja Cooper,
Faculty Director’s Bio:

Sonja Cooper,

BS, PhD, MBA

Dr. Sonja Cooper is a clinical operations and risk-based quality management leader with over 20 years of experience driving global clinical trial execution across complex, multi-regional programs. She specializes in building high-performing clinical monitoring and operational frameworks that ensure data integrity, regulatory compliance, and accelerated study delivery.

Dr. Cooper has led cross-functional teams spanning clinical operations, central monitoring, and trial master file (TMF) oversight, consistently improving study timelines by up to 25% while maintaining a 95% compliance rate. She is recognized for implementing data-driven strategies, including RBQM frameworks, centralized monitoring, and operational analytics, to proactively identify risk and enhance trial performance.

Her expertise spans oncology, rare disease, and complex therapeutic areas, with a strong track record of optimizing site performance, improving patient recruitment, and strengthening sponsor and CRO partnerships. She has also contributed to business development efforts, securing over $15 million in clinical trial revenue through strategic collaboration and operational excellence.

Dr. Cooper holds a PhD in Organizational Leadership, an MBA, and a Bachelor of Science in Biology and Chemistry. She also holds a graduate certificate in AI in Healthcare from Harvard University, reflecting her commitment to advancing data-driven clinical innovation.

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Global Pharma companies and CROs employing our graduates

Global Pharma companies and CROs
employing our graduates