If you speak with multiple sites, details blur. A one page brief keeps the facts stable and makes it easier to compare studies without relying on memory.
Keep it short. The point is clarity, not paperwork.
A one page brief
Study name:
Study ID (NCT or site ID):
Site and location:
Recruiting status:
Total visits:
Longest visit:
Strictest window:
Hardest procedure:
At home tasks (what, how often, deadline):
Key restrictions (fasting, meds, activity):
Payment structure:
Reimbursements:
Payment timing:
Dropout drivers:
Failure points:
My non negotiables:
Next action:
The two lines that change decisions are strictest window and at home tasks. If either one is unclear, you do not yet have enough information to commit.
If answers drift between calls, update the brief. Drift is a signal.
Questions to fill the brief
- Which requirement causes the most reschedules or dropouts?
- What is the strictest timing rule and what happens if it slips?
- What at home task is easiest to miss and what is the deadline?
- What delays payment most often at this site?